by David Wagner | Jul 12, 2022 | Equity Research
It’s no secret that the S&P 500 is off to one of its worst starts ever. With price data only going back to 1927, the first six months have produced the fourth worst start to any year on record, only beating 1932, 1962, and 1970. During this stretch, the more...
by David Wagner | Jun 29, 2022 | Equity Case Studies, Equity Research, Research Reports
It’s been quite some time since we highlighted a single stock in our Aptus Compounders sleeve. To be quite honest, it makes complete sense given the level of market uncertainty here. We know that volatility creates opportunities – especially in the equity world, as...
by David Wagner | Feb 10, 2022 | Equity Case Studies, Equity Research, Research Reports
Who-Dey Fans- I am writing this with a smile on my face. The Cincinnati Bengals are going to the Superbowl – something I never thought I’d say – I’ve re-watched the game thrice. I keep my “Joey Burrow Prayer Candle” next to my laptop, as I don’t want to let it out of...
by David Wagner | Dec 9, 2021 | Equity Case Studies, Equity Research, Research Reports
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
by Derek Hernquist | Dec 6, 2021 | Equity Research
As mentioned in a recent blog post, our managed equity sleeves are showing themselves to be incredibly valuable in helping advisors win new relationships and expand existing ones. The ability to integrate equities into fund portfolios has the potential to reduce the...
by David Wagner | Nov 10, 2021 | Equity Case Studies, Equity Research, Research Reports
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
