top of page
Search

Structures Notes

We've been buying notes all year. Our 12% notes have been all called. Reinvesting at 11% with barriers down 30%. All on the SPX/RTY/NASD.



Why? I think the market will bounce around for a while so I take some of our equity exposure and buy notes that have 30% less market exposure and give us a market yield.

 
 
 

Recent Posts

See All
Invest Smarter

In the investment world, the perception of "smart" investors can often be misleading. Financial Advisors (FAs) commonly rely on a flawed...

 
 
 
Due for a Fall

Our portfolios are more the set and forget rather than active management. We make a strategic decision and rarely a tactical one. ...

 
 
 

Comments

6001 Broken Sound Parkway NW, Suite 426, Boca Raton, FL 33487 | (561) 847-3596

​

Contact Us | Schedule Call Today  | Client Relationship Summary | Form ADV | Privacy Policy |  Important Disclosures

​

  • LinkedIn
  • Facebook
  • Instagram

Fortis Capital Advisors, LLC mainly provides investment advice to individual investors and businesses. While reasonable efforts were used to obtain information from sources believed to be reliable, Fortis Capital Advisors, LLC makes no representation that the information or opinions contained in this website are accurate, reliable, or complete.

All information and opinions contained in this website are subject to change without notice.

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Fortis Capital Advisors, LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results. This website is limited to the dissemination of general information pertaining to advisory services.

Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance, or regulatory advice, or an offer to sell or a solicitation of an offer to buy any security. This website contains external links to third party content (which is content hosted on websites not affiliated with Fortis Capital Advisors, LLC). Fortis Capital Advisors, LLC does not endorse or accept responsibility for the content, or the use of any third party website. All such information and access is provided solely for convenience purposes only. Insurance products may be offered through Fortis  Brokerage Services, Inc.

bottom of page