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...
