by Aptus PM Team | Feb 24, 2026 | Rebalance Rationales
Over the next couple of weeks, you will see that we are making a trade across our Conservative Income Model. Trade Rationales Sell: Invesco Senior Loan ETF (Ticker: BKLN) While BKLN is a newer addition to the portfolio, the recent fallout in the...
by Aptus PM Team | Feb 5, 2026 | Rebalance Rationales
Our asset allocation structure is designed to do better in the tails; both the right (good) and left (bad) tails. Simply own more stocks, less bonds, while keeping risk in check, and let the structure work for you; that’s our North Star. Right Tail Driven by...
by JD Gardner | Feb 4, 2026 | Market Updates
Things are often made more complicated than they need to be. Take basketball as an example. Modern basketball analytics have created a whole new language within the sport. Outsiders have no clue what it means, and insiders waste time on stuff that doesn’t matter. Boy,...
by Aptus PM Team | Feb 3, 2026 | Market Updates, Webinar
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, James, John Luke and Dave spend a few minutes on each of the following: January Returns Fed Chair Change...
by Aptus PM Team | Jan 20, 2026 | Equity Case Studies, Equity Research
Accenture PLC Class A (ACN) Case Study Advanced Micro Devices (AMD) Case Study Alphabet Inc (GOOGL) Case Study Amazon.com Inc (AMZN) Case Study American Tower Corp (AMT) Case Study Amphenol Corporation Class A (APH) Case Study Apple Inc (AAPL) Case Study AutoZone Inc...
