by Aptus PM Team | May 1, 2020 | Rebalance Rationales
HNW Holdings Update The HNW sleeve is designed to give equity exposure to a group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations. Holdings as of 5/1/2020 Purchases Fidelity...
by Aptus PM Team | Apr 29, 2020 | Blog, Fixed Income
As we navigate through these very uncertain times, we’d like to take a deeper dive into different sectors of the fixed income and credit space. The fixed income markets are enormous and complex with a wide spectrum of products offering unique risk and return profiles....
by Aptus PM Team | Apr 23, 2020 | Appearances, Media
Riskalyze: Add a Portfolio SWAT Team to Your Roster
by Aptus PM Team | Apr 9, 2020 | Market Updates
What can anyone say about COVID that’s not been already said? Not much, and the range of predicted outcomes is so wide that the real investment risk is a lack of openness to how things might play out. In a world that’s been turned upside-down, it only...
by Aptus PM Team | Apr 2, 2020 | Market Updates
It’s the end of Q1 2020 and all hell has broken loose. The Covid-19 pandemic, not to mention the oil fiasco, has brought havoc to the health of our people, our economy, and our markets. Our prayer in all of this is for safety, peace, and clarity. Our portfolios have...
