by Aptus PM Team | Jan 2, 2024 | Most Read, Process Papers
Drawdown Patrol Investing: Upside Capture Through Downside Protection Our approach is designed to produce what every investor wants, potential for growth and income while defending against their most feared risks. Today’s backdrop requires different thinking; here is...
by Derek Hernquist | Dec 5, 2023 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Equal-weighted S&P 500 vs. Cap-weighted...
by David Wagner | Dec 5, 2023 | Equity Case Studies, Equity Research
In today’s report, we’ll be covering Chemed Corporation (“CHE”) – in our opinion, one of the last, great remaining publicly traded conglomerate companies. Conglomerates were in vogue for the majority of the 20th century. They came about because most of the mergers in...
by Derek Hernquist | Nov 2, 2023 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Portfolio performance with equal-weighted...
by Aptus PM Team | Oct 12, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock 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...
