by Derek Hernquist | Jan 21, 2022 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and 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, we figured it’s a great opportunity to...
by Aptus PM Team | Jan 19, 2022 | Market Updates
This is our biggie each quarter, 21 pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to...
by JD Gardner | Jan 5, 2022 | Market Updates
If you’re looking for a portfolio recap or a market forecast, this ain’t the note to read. My heart is overflowing with gratitude – for family, team, relationships, and the opportunity to be a part of Aptus – I’ve got to share some of that as we bust into the new...
by Derek Hernquist | Dec 22, 2021 | Market Updates
The team used its collective vision to plot a course for 2022, and our own Dave Wagner, CFA gave it a fun theme as only he can do. The piece you’ll see below tackles the serious issues that exist, among them monetary policy, inflation, speculative froth, and...
by David Wagner | Dec 9, 2021 | Equity Case Studies, Equity Research
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
