by JD Gardner | Sep 6, 2022 | Market Updates
Two Choices Let’s assume there’s only two potential investment options. For this exercise we’ll define risk as volatility in return stream, and exposure to large drawdowns…meaning it could be a wild ride where the drag of a volatility tax could come into play:...
by Aptus PM Team | Sep 5, 2022 | Equity Case Studies, Equity Research, Research Reports
With this Aptus Musing focusing on the stock of the month, I thought I’d review the stock that has the least amount of U.S. exposure in our Compounders Portfolio – NVIDIA Corporation (NVDA). See the compliance approved Case Study here. But, before we start our dive on...
by David Wagner | Sep 5, 2022 | Equity Case Studies, Equity Research, Research Reports
Adobe, Inc. (ADBE) Case Study Advanced Micro Devices (AMD) Case Study Amazon (AMZN) Case Study Alphabet, Inc (GOOGL) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Dollar General (DG) Case...
by JD Gardner | Aug 3, 2022 | Market Updates
The plan was to discuss valuations, but July created the opportunity to revisit two important concepts: Asset Allocation Upside and Downside Capture We wanted to touch on both and their impact to our portfolios. Asset Allocation Asset allocation is the...
by Aptus PM Team | Aug 2, 2022 | Fact Sheets
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles Aptus Impact Series ETF Composite Fact Sheet
