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Talk Your Book: Upside and Downside Customization For Your Portfolio

Animal Spirits Podcast

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How to Overbalance Your Portfolio With Structured Notes

Michael Bociurkiw: I don't try to tactically time the market. These structured notes are core parts of my portfolio that I always have. Now, when volatility spikes or interest rates shoot up like they've done over the last 18 months, heck yeah, let's take some of that dry powder. He says he would use a growth note linked to the Russell 1000 value and get 30% protection on the downside; 120-125% upside in this market. But if we are at bottom or near a bottom, it's going to give you enhanced upside by not only participating in the rally but also taking advantage of any rallies as well.

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