by Aptus PM Team | Jun 15, 2026 | 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, what we consider to be, attractive prospects through a combination of yield, growth, quality, and...
by Aptus PM Team | Feb 24, 2026 | Rebalance Rationales
Over the next couple of weeks, you will see that we are making a trade across our Conservative Income Model. Trade Rationales Sell: Invesco Senior Loan ETF (Ticker: BKLN) While BKLN is a newer addition to the portfolio, the recent fallout in the...
by Aptus PM Team | Feb 5, 2026 | Rebalance Rationales
Our asset allocation structure is designed to do better in the tails; both the right (good) and left (bad) tails. Simply own more stocks, less bonds, while keeping risk in check, and let the structure work for you; that’s our North Star. Right Tail Driven by...
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...
