Recently, Brian Jacobs, CFA, joined Bloomberg ETF IQ during the Drill Down segment (join at 16:38 to jump ahead to UPSD). The show focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry.
During the segment, Brian introduced our newest fund, the Aptus Large Cap Upside ETF (UPSD). UPSD strategically allocates to a lower-volatility equity core while layering incremental exposure when markets are favorable to capture additional upside.
By leveraging long-term trends to improve risk-adjusted returns, the fund aims to deliver more than 100% of the market’s upside with comparable long-term risk.
Past performance is not indicative of future results. References to other securities is not an offer to buy or sell. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed. This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns.
Find standardized performance and holdings at aptusetfs.com/upsd. Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted. Short-term performance in particular is not a good indication of the fund’s future performance and an investment should not be made solely on returns.
Beta is a measure of the volatility of a security compared to the market as a whole (usually the S&P 500). Convexity is the curvature in the relationship between bond prices and interest rates, reflecting the rate at which the duration of a bond changes as interest rates change. Basis point (BPS) is a unit of measure used to indicate percentage changes in financial instruments, making it possible to communicate small variations in financial variables. Duration measures how long it takes, in years, for an investor to be repaid a bond’s price through its total cash flows. Duration can also be used to measure how sensitive the price of a bond or fixed-income portfolio is to changes in interest rates.
All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Principal loss is possible. Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.
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