by Aptus PM Team | Jul 2, 2020 | Market Updates
Why You Don’t Need to Trade This Quarter When it ain’t broke…don’t fix it. There hasn’t been a better quarter to drive this point home. Our objective is to sufficiently compound capital with little exposure to drawdown. Our portfolios have shown the...
by Aptus PM Team | Jul 1, 2020 | Rebalance Rationales
HNW Holdings Update The HNW 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 vs the S&P. Purchases: CHEMED Corporation...
by Aptus PM Team | Jun 10, 2020 | Blog, Fixed Income
Avoiding Agency Mortgage Allocations in our Models We’ve been saying since the middle of last year that the percentage of total returns in fixed income coming from price return wouldn’t likely be the same into the future. Interest rates have nosedived lower following...
by Aptus PM Team | Jun 2, 2020 | Equity Research, Process Papers
We do NOT believe that stocks are created equal. Product cycles, management priorities, and ability to adapt all contribute to the relative success or failure of one business vs. another. Download Here
by Aptus PM Team | May 30, 2020 | Blog, Fixed Income
The mathematics of compounding: big losses are essentially ALL that matter to your rate of compounding, not the small losses—and not even the big or small gains. The big losses literally destroy your geometric returns and, equivalently, your wealth, through what I...
