by Aptus PM Team | Feb 7, 2023 | 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 | Dec 15, 2022 | Rebalance Rationales
Talking Points – Compounders Overview: The volatility during the year has presented us with a few opportunities to take advantage of depressed pricing in some high-quality companies. Not only did we find some great deals, these trades focus on executing...
by Aptus PM Team | Nov 8, 2022 | Most Read, Rebalance Rationales
“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September. Source: BAML. As of 09/30/22 It has...
by Aptus PM Team | May 24, 2022 | 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 cap...
by Aptus PM Team | May 2, 2022 | Rebalance Rationales
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...
by Aptus PM Team | Sep 8, 2021 | 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...
