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 David Wagner | 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 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 Derek Hernquist | Aug 1, 2022 | Appearances, Media
Our PMs spend most of their time on research and portfolio reviews, but I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle the most common...
by David Wagner | Jul 19, 2022 | Blog, Macro Updates
What an awesome 150th British Open this past weekend at St. Andrews! For those following, it was an interesting week for the players at “The Old Course”, as this is the first major since a lot of drama went down regarding the formation of the Saudi Arabian-backed golf...
