by David Wagner | Jan 5, 2022 | Blog, Market Reviews
Over the next few weeks, I’m going to put out a series of analysis on 2021, hitting some of the bigger relative opportunity sets within the equity market: Week 1: Domestic v. International Week 2: Small v. Large Week 3: Value v. Growth Domestic v....
by David Wagner | Jan 4, 2022 | Blog, Market Reviews
Developments over the Past Month: Monthly Recap: Do you believe in Santa Claus? The market obviously did, as December, which tends to be a seasonally strong month, saw the S&P 500 rally 4.5%. With the S&P 500 finishing the year up 28.71%, 2021 ranked as...
by David Wagner | Dec 9, 2021 | Equity Case Studies, Equity Research, Research Reports
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
by David Wagner | Dec 3, 2021 | Blog, Market Reviews
Developments over the Past Month Monthly Recap: November tends to be a seasonally strong month but turned out to be much more volatile than expected, especially during the holiday-shortened week. First, the market had to digest the introduction of the Omicron...
by David Wagner | Dec 2, 2021 | Blog
Happy December! Historically, this part of the year tends to see minimal volatility, but, as we already know, 2020 and 2021 continue to be the exception – so why would this be any different? Given the whiplash that many investors have endured during the last week,...
