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Aptus Behavioral Momentum Index

A Strategy for the Real World

Our approach adapts to risk, both market and behavioral, while recognizing what fosters efficient growth with these 3 features:

Rules Based

 Quantitatively driven process designed to minimize emotions and inherent human biases.  Our rules are supported with evidence and built for the real world investor.

Downside Protection

 Dynamic downside protection is critical both emotionally and mathematically. Our goal is not perfection but effectiveness in avoiding prolonged market downturns

Concentration

We rank stocks on a combination of what we deem irrational behavior and momentum.  We believe in the evidence supporting our ranking system- there are better stocks to own than others.