QFLR: A Decent Hedge For A Bullish Portfolio, But There's A Better Option In SFLR
Summary
- The Innovator Nasdaq-100 Managed Floor ETF (QFLR) offers downside protection via laddered puts but limits upside capture due to near-the-money call-selling strategy.
- Over 62% of QFLR's assets are in large-cap tech, with the rest diversified across consumer discretionary, staples, healthcare, and other sectors.
- QFLR's strategy effectively narrows drawdowns but struggles in volatile or rallying markets, making it less ideal for capturing Big Tech upside.
- I rate QFLR as a Hold, suggesting it as a hedge within a larger growth portfolio but not as a standalone investment.
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