by Aptus PM Team | Oct 1, 2026 | Market Updates
At Aptus, we treat volatility as an asset class. We own hedges so we can own more stocks. Most readers of our commentary have heard that more than once. But options do more work in our portfolios than hedging alone. We use them to protect the downside, to add yield,...
by David Wagner | Oct 1, 2026 | Market Updates
They’ve called Dolly Parton the Backwoods Barbie for decades, and she’s been warning folks not to buy the act since her very first hit. It was 1967, the song was “Dumb Blonde,” and the message was plain as a Tennessee morning: don’t...
by Aptus PM Team | Sep 4, 2026 | Investment Concepts, Portfolios, Process Papers
Our team has spent the past decade thinking through the best ways to help improve client outcomes, and a good bit of that has been using the options market to better capture the market ups and protect against the downs. A growing portion of the experience utilized is...
by Aptus PM Team | Sep 3, 2026 | Equity Case Studies, Equity Research
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 (AZO) Case Study Berkshire Hathaway Inc...
by Aptus PM Team | Sep 2, 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, Dave and John Luke spend a few minutes on each of the following: August Performance Supportive Earnings...
