by Aptus PM Team | Jan 17, 2021 | Rebalance Rationales
HNW Holdings Update The HNW sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large-cap peers. Purchases: Adobe,...
by Aptus PM Team | Jan 5, 2021 | Market Updates
You’re driving down the highway with a speed limit of 60 MPH. You’ve set cruise control to 67, the sweet spot where you probably won’t get pulled over, and if you did, the penalty may just be a slap on the wrist. There’s no traffic, and you’ve zoned out listening...
by Aptus PM Team | Jan 3, 2021 | Market Updates
As we sit in bewilderment at equity performance in 2020, we take a step back to understand what happened. We can largely thank the year’s impressive equity returns to two things… record government assistance (both fiscal and monetary) and the cost of money...
by Aptus PM Team | Jan 1, 2021 | Most Read, Process Papers
Drawdown Patrol Investing: Upside Capture Through Downside Protection Our approach is designed to produce what every investor wants, potential for growth and income while defending against their most feared risks. Today’s backdrop requires different thinking; here is...
by Aptus PM Team | Dec 31, 2020 | Market Updates
You Have to Know Where You’ve Been to Know Where You’re Going The profile of the global equity market through the current recession has, so far, been more extreme than most cycles. The market fell into a recession much faster than average (the fastest since...
