by Brian Jacobs | Oct 7, 2024 | Blog, Investment Concepts
In today’s market, it’s hard to ignore how much power the largest companies hold within the S&P 500. These massive companies have grown to represent the highest concentration of weight in the index we’ve ever seen, and they’re valued at a...
by Brian Jacobs | Apr 18, 2024 | Blog, Bonds, Investment Concepts
For decades, investors have treated bonds as a cornerstone of portfolio diversification, largely based on their performance during the late 20th century. From the early 2000s and through the 2010s, the often-negative correlation between stocks and bonds provided a...
by Aptus PM Team | Nov 7, 2023 | Market Updates
In our recent piece Enhancing Your (Portfolio) Engine, we walked through our logic: Own more stocks, in a risk-neutral way Embrace beta to capture the ups Use volatility to mitigate the downs We think the math behind that combo is a great recipe for successful client...
by Aptus PM Team | Sep 9, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: Traditional diversification has not helped most portfolios in 2022 Source: PSC as of 09.06...
