Own the Risk, Hedge the Tail

Own the Risk, Hedge the Tail

The volume of uncertainty has been turned up. The S&P 500 closed the quarter -4.28% after dropping 10% from the highs in mid-February. As Dave points out in our Q1 2025 newsletter, the most likely culprits are: Capital flows Expectations for slower growth Policy...
Own the Risk, Hedge the Tail

Aptus Q1 2025 Newsletter

Predicting the stock market will forever be an unsolved mystery. Investors can make decisions based on the facts at hand, yet none of them can have full certainty in the actual future market direction. And, if they do, we hope that they have a parachute on hand for...
Own the Risk, Hedge the Tail

Aptus 3 Pointers, February 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   A Wild February Growth Worries?...
Own the Risk, Hedge the Tail

Winning the Long-Term Money Game

If we gave you a million dollars to invest today, with the objective of delivering the highest compounded annual growth rate (CAGR) over a typical 30 year period, where would you invest that money? Here’s the catch, you only have 2 choices: Stocks Bonds Let’s consider...
Own the Risk, Hedge the Tail

Losing Money Safely

You can let fear keep you out of risk assets (stocks), a lot of people do, but they are going higher with or without you. The show will go on. It must. There will be ups and downs as there always are, but the pickle the Fed and our government find themselves in is...