Is anyone rich here?

That makes sense. Thank you Rob.

Under the first scenario (if the price stays under $62), you still keep the $55 and the 100 shares, right? CORRECT


It seems like it's a win/win regardless what the share price does.

What's the catch? I guess you lose out on any potential gain from an increase in share price? Still seems like a good deal all around. I may give that a shot in my deferred comp account. I'm assuming it would work in a Roth account too, right? If SPLG were to rocket to $100, you only get $62/share. That is the risk, missing out on the upside or stock going to zero.