by Aptus PM Team | Jun 25, 2025 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to provide equity exposure to a carefully selected group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations...
by Aptus PM Team | May 29, 2025 | Rebalance Rationales
In this rebalance, we’re tackling a challenge that has become especially acute in recent months: insufficient return potential in bonds. While credit spreads are meant to compensate investors above the risk-free rate of Treasuries, the current compensation is even...
by Aptus PM Team | Dec 18, 2024 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to provide equity exposure to a carefully selected group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations...
by Marketing | Nov 18, 2024 | Rebalance Rationales
Our primary objective is to compound capital efficiently for long-term growth. In this rebalance, which applies exclusively to our Growth and Aggressive Growth models, we are introducing the Aptus Large Cap Equity Upside ETF (UPSD) to enhance equity exposure. UPSD...
by Aptus PM Team | Sep 24, 2024 | Rebalance Rationales
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...
by Aptus PM Team | Aug 7, 2024 | Rebalance Rationales
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...
