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About Aptus Capital Advisors

Aptus Capital Advisors offers investment advisory services. The company provides financial planning, portfolio management, consulting, and risk tolerance services. It is based in Fairhope, Alabama.

Aptus Capital Advisors Headquarter Location

265 Young Street

Fairhope, Alabama, 36532,

United States

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Latest Aptus Capital Advisors News

MarketBeat Podcast: Barbell Strategy To Strengthen Your Portfolio

May 10, 2022

In this week’s episode of the MarketBeat Podcast, Kate chats with David Wagner, Equity Analyst & Portfolio Manager at Aptus Capital Advisors. This story originally appeared on MarketBeat In this week’s episode of The MarketBeat Podcast , Kate chats with David Wagner, Equity Analyst & Portfolio Manager at Aptus Capital Advisors. Dave discusses his barbell strategy to pair two seemingly disparate sectors for portfolio balance. MarketBeat.com - MarketBeat In this unprecedented market environment, with macro uncertainties causing intense selling, David is looking at the reasons behind the decline, which include rising concerns about a global recession. Is a recession inevitable, following the yield curve inversion? How David uses a barbell strategy, in this case with energy stocks paired with homebuilders. What big factor do those two disparate sectors have in common Are energy-industry dividends and share buybacks attractive approaches to draw investors? Which sub-industry within the energy sector David likes right now, due to a growing need for its products and services Does the energy-sector weighting within the S&P 500 mean it’s under-owned, relative to past weightings? How has the ESG movement been bullish for the energy industry? Why the homebuilder's sector has been a falling knife this year, despite rising demand. David disagrees with other analysts that 2022 represents peak earnings in that industry, and why he sees potential for further earnings growth. Are the effects of institutional home buying exaggerated? How will higher interest rates affect the housing market? What is the proper way to evaluate homebuilders, which also shows you the proper time to buy? Is the traditional 60/40 portfolio simply looking through the rearview mirror in this environment? Stocks Mentioned In This Episode:

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