HNW Holdings Update Jan 2021

HNW Holdings Update Jan 2021

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,...
A Price to Pay

A Price to Pay

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...
Aptus Investment Methodology

Aptus Investment Methodology

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...
A Price to Pay

2021 Consensus Market Themes

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...