by JD Gardner | Oct 9, 2023 | Market Updates
We will build on this note in weeks to come. As you’ve probably heard us say, we think it makes sense to equip portfolios with a stronger engine (stocks), using better brakes (hedges) to stay risk-neutral vs. traditional benchmarks. If you’ve heard us speak...
by JD Gardner | Jun 5, 2023 | Market Updates
Stroke Play or Match Play For any non-golfers out there, match play is hole-by-hole scoring. Meaning, you play to win each hole individually. Your score from the prior hole is irrelevant to the next. In stroke play, it’s the cumulative total. Each hole...
by David Wagner | Feb 2, 2023 | Blog, Market Updates
January ‘23 Market Recap: The “January Effect” was in full order this past month. The worst performing sectors in 2022 led last month: Consumer Discretionary (+15%) and Communication Services (+14%). Meanwhile, defensive Utilities (-2%) and Staples (-1%) were the only...
by Aptus PM Team | Dec 19, 2022 | Blog, Market Updates
The Necessity to Focus on What Matters – One of the most influential things that we’ve all learned is that short-term events rarely matter. In the moment, they will feel like they do, but they simply will not add value over longer periods of time. This...