by Aptus PM Team | Jul 8, 2020 | Blog
You could be forgiven in thinking that the last quarter felt like one of the longest three months of your life. In what now seems an eternity ago, it could be hard to forget that the S&P 500 enjoyed a total return of more than 30% in 2019. What has not been so...
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 23, 2020 | Blog
“I can’t make sense of this market” – we’ve heard that a few times during this market rip higher. For any readers who have no clue what to think, hopefully this will help. Side Note – We don’t have a dog in this fight. We could make a compelling case either...
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...
