by Aptus PM Team | Jun 10, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JD: this stayed on the “anti-correlation” side for a few years but 2022 has kicked off another red/high correlation period ...
by Aptus PM Team | Jun 3, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: market selloffs of the past decade have repriced equities to mid-teens PE ratios. This one not in that range yet, at least on a trailing basis...
by Aptus PM Team | May 27, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JL: hard to believe Fed Funds rate is still only 1% given the CPI backdrop, real yields are quite negative Source: Bianco Research as of 5/25/2022...
by Aptus PM Team | May 24, 2022 | Rebalance Rationales
Aptus Compounder Update: The Aptus Compounder Stock 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 relative to large cap...
by Aptus PM Team | May 2, 2022 | Rebalance Rationales
Welp, the call on bonds being a significant drag on portfolios continues to play out. At the end of the quarter, even in a S&P down market, the Barclays Aggregate has underperformed the S&P 500. So much for those safe and sound, set it and forget it bond...
