by Aptus PM Team | Sep 2, 2020 | Market Updates
From our view, what has happened matters less than what might happen – keep that in mind as you continue. The discrepancy between growth and value has been astonishing enough for us to chime in on how that is impacting your portfolios and our process. So, what has...
by Aptus PM Team | Aug 3, 2020 | Market Updates
Rule #1 – Avoid major losses. Abide by rule number one, and everything is made easier. By everything, we mean the ability to generate sufficient returns and compound wealth. This will be a short note…a reminder of the risk that grabs our attention, and the actions we...
by Aptus PM Team | Jul 9, 2020 | Market Updates
The Good Better Economic Data – Economic data, which lags the stock market, hit rock-bottom as expected during April and May, but some early signs of a recovery have begun to appear. Just look at the jobs data. Better than Anticipated Earnings – EPS expectations...
by Aptus PM Team | Jul 2, 2020 | Market Updates
Why You Don’t Need to Trade This Quarter When it ain’t broke…don’t fix it. There hasn’t been a better quarter to drive this point home. Our objective is to sufficiently compound capital with little exposure to drawdown. Our portfolios have shown the...
by Aptus PM Team | May 14, 2020 | Market Updates
Here Is What We Are About to Tell You in More Detail Below: We currently sit with reduced traditional bond exposure and cheap equity exposure so we can own more stocks and more hedges. Owning more stocks should offer greater upside potential within our risk...
by Aptus PM Team | Apr 9, 2020 | Market Updates
What can anyone say about COVID that’s not been already said? Not much, and the range of predicted outcomes is so wide that the real investment risk is a lack of openness to how things might play out. In a world that’s been turned upside-down, it only...
