by Aptus PM Team | Jul 30, 2020 | Blog, Fixed Income
We have the privilege to receive modeled portfolios from advisors all over. They vary in risk tolerance and philosophy although most have some degree of blending passive and active/ tactical management. With each portfolio, we get a strong understanding of the...
by Aptus PM Team | Jul 30, 2020 | Blog, Equity Research
Morningstar’s style box has been a huge influence in driving investors to see stocks as either value or growth. We think this classification falls woefully short, is highly sector-driven, and fails to separate our favorite stocks of all…Compounders. What...
by Aptus PM Team | Jul 9, 2020 | Market Updates
The Good Better Economic Data – Economic data, which lags the stock market, hit rock-bottom as expected during April and May, but some early signs of a recovery have begun to appear. Just look at the jobs data. Better than Anticipated Earnings – EPS expectations...
by Aptus PM Team | Jul 8, 2020 | Blog
You could be forgiven in thinking that the last quarter felt like one of the longest three months of your life. In what now seems an eternity ago, it could be hard to forget that the S&P 500 enjoyed a total return of more than 30% in 2019. What has not been so...
by Aptus PM Team | Jul 2, 2020 | Market Updates
Why You Don’t Need to Trade This Quarter When it ain’t broke…don’t fix it. There hasn’t been a better quarter to drive this point home. Our objective is to sufficiently compound capital with little exposure to drawdown. Our portfolios have shown the...
