by Derek Hernquist | Dec 6, 2021 | Equity Research
As mentioned in a recent blog post, our managed equity sleeves are showing themselves to be incredibly valuable in helping advisors win new relationships and expand existing ones. The ability to integrate equities into fund portfolios has the potential to reduce the...
by David Wagner | Nov 10, 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)...
by JD Gardner | Nov 4, 2021 | Market Updates
Back to the Basics Sometimes, the most powerful illustration of a concept is simple math… Let’s imagine having four portfolios to choose from over the next five years. Each will have three good years and two not so good. Here’s a table of the annual...
by Derek Hernquist | Oct 20, 2021 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough 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 record and...
by Aptus PM Team | Oct 20, 2021 | Market Updates
Who doesn’t want to dig into 30 pages of charts amidst quotes from everyone’s favorite futbol coach?! Market Volatility: “Taking on a challenge is a lot like riding a horse, isn’t it? If you’re comfortable while you’re doing it,...
