Aptus Capital Advisors
@DrawdownPatrol
Followers
298
Following
6
Media
90
Statuses
224
Specialists in risk-mitigated investing, using options to reduce the portfolio drag of bonds https://t.co/nzHaXYhQWo
Fairhope, Al
Joined July 2020
Happy 5th birthday to the Aptus Collared Investment Opportunity ETF (ACIO)! We see it as an ideal vehicle to empower portfolios with more equity capture while risk-neutral + improved tax efficiency. Learn more about the Fund’s standardized performance:
0
1
2
"Many of the supply/demand imbalances in the municipal market are improving, and it could be argued that they have been overdone." via John Luke Tyner
0
0
0
"A high margin-to-stock market cap ratio might indicate more fragility, but it won’t tell you when the next correction will hit." via Brian Jacobs
1
0
0
"In this new age of the market, we are firm believers that tails will occur more often – both negative AND positive." via David Wagner
0
0
0
"The presence of hedges, and the convexity in their payoff in a left tail, allows us to own the risk confidently." good reminder whether stocks are at highs or at lows via JD Gardner
0
0
3
Thankful for family, friends, and freedom. Hope you have a wonderful long weekend!
0
0
0
From our Brian Jacobs via @CBOE "By integrating options-based tools, data-driven market signals and tax-aware implementation, advisors can create more stable, flexible and behaviorally resilient portfolios."
0
1
1
Our Brian Jacobs talking with Ryan Nauman about the dueling risks of drawdown and longevity, and innovation in ETFs that are helping tackle both
0
0
1
"Flexibility allows for the possibility of capturing more upside in favorable markets while still offering some downside defense when needed." via Brian Jacobs
aptuscapitaladvisors.com
In the world of options trading, the term “zero-cost collar” often suggests a strategy that offers downside protection without any costs to the investor. However, while the strategy may not require...
0
0
2
"The boring reality is that the term premium reflects the hedging properties of government bonds." via John Luke Tyner
0
0
0
There's no way to show the full gratitude we have to the families of those who made the ultimate sacrifice, for our benefit
0
0
1
"An investment approach that focuses on total return while limiting taxable distributions opens the door for better portfolio construction across taxable and tax-advantaged accounts." via Brian Jacobs
aptuscapitaladvisors.com
When investors evaluate fixed income strategies, the first question is usually about yield. What’s the income? What’s the payout? That focus is understandable. Yield is easy to measure, and there’s a...
0
0
2
Core bond strategies can present both return and tax challenges. The Aptus Deferred Income ETF (@Cboe: DEFR) is designed to address both. .DEFR uses options on Treasury ETFs + an overlay to replicate core bond-like exposure, with returns driven by capital.
businesswire.com
Aptus Capital Advisors, LLC (Aptus) today announced the launch of the Aptus Deferred Income ETF (Cboe: DEFR), an actively managed ETF designed for investors ...
0
0
0
"Markets are only pricing a ~30% chance of a June cut, but these odds have moved drastically over the past month given market vol" via John Luke Tyner
0
0
0
"Volatility often mean-reverts after extreme moves, leading investors to overpay for protection just after it was most needed." via Brian Jacobs
0
1
1
"We believe investors will continue to put a premium on idiosyncratic growth stories, product lines, and/or margins." via David Wagner
0
1
1
"We invest in the world that we live in, not the one that we want." via David W. Wagner III
0
0
0
"Over the last several meetings, the Fed's projections for the terminal rate have ticked up to 3.0%, even as inflation has largely subsided on a year-over-year basis." via Joseph Sykora
0
0
0
Flashing back to the day our John Goldsberry hit all 8 of his 3-point attempts in a near-upset of the defending champs
0
0
0