Different Investment Strategies

August 5, 2022

Today Tim and Jeff are joined by Alex Bobbin, a senior investment analyst at Brookstone Capitol Management.

Takeaways

  • The main topic is called a structured note, which is an alternative investment that combines a zero-coupon bond with an options package. They are positioned for investors primarily for income production
  • There are two versions with different call dates. But each follows a stock index that can pay from 7-14% with a lower degree of risk than traditional stock or bond investments
  • Risks involved include issuer risk involving the banks that issue these notes, market risk in case it drops more than thirty percent, liquidity risk and there is a cap on the percent of gain if the market index goes higher than that

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