May 2022 Aptus Compounders Rebalance 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...
May 2022 Aptus Compounders Rebalance 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...
May 2022 Aptus Compounders Rebalance Rationale

August 2021: Rebalance Rationale

Our yield + growth framework drives the majority of decisions – both at the asset class level and the security level.  We continue to believe international equity is deserving of a spot within a portfolio given the market’s backdrop.  International’s y + g...
May 2022 Aptus Compounders Rebalance Rationale

July 2021: Rebalance Rationale

Properly Adjusting Portfolios for Potential Inflation   As the inflation narrative has been front and center following record fiscal and monetary influence from global governments, inflation fears have crept back into markets for the first time in almost a...
May 2022 Aptus Compounders Rebalance Rationale

February 2021: Rebalance Rationale

Below is a brief rationale behind the rebalance directions given by our PM team. We will be working through these changes and anticipate being fully positioned in early February. You can expect to see the updated models from us in the coming days. The highlights of...