Protect and Participate

Protect and Participate

  “Risk isn’t what you think is going to happen, it’s what hurts if it does happen.” David Dredge, Convex Strategies   Reading and listening to David Dredge has been a joy; it’s a great thing to see how a practitioner can...
Protect and Participate

Equity Sleeve 2021 Report

  The Road Goes on Forever, But the Party Never Ends?   Cathie was an Investor at the only Growth shop in town, She had a reputation as a girl that’s investments only go down, Down Wall Street after midnight with a brand-new pack of ETFs, A fresh new low on...
Protect and Participate

Q4 Recap and Chart Book

This is our biggie each quarter, 21 pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to...
Protect and Participate

A Note of Thanks

If you’re looking for a portfolio recap or a market forecast, this ain’t the note to read. My heart is overflowing with gratitude – for family, team, relationships, and the opportunity to be a part of Aptus – I’ve got to share some of that as we bust into the new...
Protect and Participate

Curb Your Enthusiasm, Video Version

Dave wrote a fun piece summarizing our team’s 2022 Outlook, seen here as It’s Time to Curb Your Enthusiasm in 2022. He and John Luke decided to give it extra life with a discussion about the piece and outlook. See below for the video and transcript:  ...