by Aptus PM Team | Jan 17, 2021 | Rebalance Rationales
HNW Holdings Update The HNW 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 peers. Purchases: Adobe,...
by Aptus PM Team | Aug 31, 2020 | Rebalance Rationales
HNW Holdings Update The HNW 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 peers. Purchase: As we...
by Aptus PM Team | Jul 1, 2020 | Rebalance Rationales
HNW Holdings Update The HNW 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 vs the S&P. Purchases: CHEMED Corporation...
by Aptus PM Team | May 1, 2020 | Rebalance Rationales
HNW Holdings Update The HNW sleeve is designed to give equity exposure to a group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations. Holdings as of 5/1/2020 Purchases Fidelity...
by Aptus PM Team | Mar 27, 2020 | Rebalance Rationales
The HNW solution is designed to give equity exposure to a group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations. Numbers below are relative to the SPDR® S&P 500® ETF (SPY) as of...
by Aptus PM Team | Mar 27, 2020 | Rebalance Rationales
We wanted to share brief rationale behind the rebalance directions given by our PM team. We’ll be working through these changes and anticipate being fully positioned by the end of March. You can expect to see the updated models from us in the coming days. The...
