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 | Jan 7, 2026 | Market Updates
“CAGR” – we say that a lot, and for good reason. It stands for Compounded Annual Growth Rate. It’s how your wealth grows. Higher CAGR = Higher terminal wealth. Aptus’ focus is higher terminal wealth rather than the highest “risk-adjusted returns”. Traditional finance,...
by David Wagner | Jan 2, 2026 | Market Updates
Mitch Hedberg was an American stand-up comedian whose jokes felt like a stream of brilliant shower thoughts told through a haze of chill confusion. Known for his one-liners, offbeat delivery, and a stage presence that looked halfway between a rock star and a nap,...
by Aptus PM Team | Dec 18, 2025 | Market Updates, Webinar
We held a webinar to recap 2025 and look ahead to 2026, and wanted to share the replay. We break down insights from our latest outlook piece, “Be an American Psycho,” including how to evaluate hurdle rates when constructing portfolios. The discussion also covers major...
