by Aptus PM Team | Feb 24, 2026 | Rebalance Rationales
Over the next couple of weeks, you will see that we are making a trade across our Conservative Income Model. Trade Rationales Sell: Invesco Senior Loan ETF (Ticker: BKLN) While BKLN is a newer addition to the portfolio, the recent fallout in the...
by Aptus PM Team | Feb 20, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings and divergent reactions, to massive sector rotations, and spending splits across age and income. Have a great weekend!...
by Aptus PM Team | Feb 13, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from a choppy S&P 500 to wild individual stock rotation, to mixed feelings around inflation and jobs, and a renewed enthusiasm for...
by Aptus PM Team | Feb 6, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market rotation and a broadening economy, to endless spending by AI hyperscalers and the US government. Have a great weekend! ...
by Aptus PM Team | Feb 5, 2026 | Rebalance Rationales
Our asset allocation structure is designed to do better in the tails; both the right (good) and left (bad) tails. Simply own more stocks, less bonds, while keeping risk in check, and let the structure work for you; that’s our North Star. Right Tail Driven by...
