by JD Gardner | Jun 6, 2022 | Market Updates
Let’s talk about the last couple weeks in the market and what we are doing about it. Not to provide homework, but if you haven’t read the following links, please do. The positioning of portfolios and the thoughts about our positioning will be much more effective....
by James Yahoudy | Jun 6, 2022 | Appearances
Our Founder JD Gardner sat down to discuss managing risk in this inflationary environment with Todd Rosenbluth of ETF Trends and James Davolos Portfolio Manager at Horizon Kinetics. Enjoy! Disclosure The opinions expressed during this VettaFi ETF Trends Webinar...
by Derek Hernquist | May 26, 2022 | Appearances
We recently recorded a 10 minute call, to talk through the selloff into future opportunity. I was joined by a couple of our expert PMs: John Luke Tyner, CFA Fixed Income Analyst/PM David Wagner III, CFA Equity Analyst/PM Key topics covered: Double...
by Aptus PM Team | May 24, 2022 | 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 cap...
by Aptus PM Team | May 2, 2022 | Rebalance Rationales
Welp, the call on bonds being a significant drag on portfolios continues to play out. At the end of the quarter, even in a S&P down market, the Barclays Aggregate has underperformed the S&P 500. So much for those safe and sound, set it and forget it bond...
