by Aptus PM Team | Jul 6, 2021 | Rebalance Rationales
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...
by Aptus PM Team | Feb 1, 2021 | Rebalance Rationales
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...
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...
