The Meb Faber Show - Better Investing Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
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Feb 7, 2025 Brian Jacobs, Portfolio Manager at Aptus Capital Advisors, shares his expertise on dynamic investment strategies. He critiques traditional bond allocation and explains the power of hedged equity products. Jacobs also dives into the housing market, discussing tax benefits of homeownership versus renting. He highlights innovative strategies like minimum volatility and trend following, revealing their potential to protect investments while still targeting gains. Plus, intriguing insights on CAPE ratios and tax-efficient investing make for a compelling listen.
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Defined Risk ETF
- Aptus' Defined Risk ETF (DEFR) offers a fixed income alternative.
- It incorporates equity exposure through call options and downside protection with puts.
Upside ETF Strategy
- Use Aptus' Upside ETF (UPSD) for aggressive allocations needing equity market upside.
- It combines a minimum volatility portfolio with trend following to manage risk and enhance returns.
UPSD Use Case
- Most investors use the UPSD ETF as an equity alternative in aggressive portfolios.
- It aims for asymmetric returns with greater upside and lower downside capture than the broad market.
