February 2023 Aptus Compounders Trade Rationale

Rebalance Rationale, May 2022

Welp, the call on bonds being a significant drag on portfolios continues to play out.  At the end of the quarter, even in a S&P down market, the Barclays Aggregate has underperformed the S&P 500. So much for those safe and sound, set it and forget it bond...
February 2023 Aptus Compounders Trade Rationale

HNW Holdings Update: Sept 2021

Aptus Compounder Update:   The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...