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...