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(This report was issued to members of Yield Hunting on Aug. 11. All data herein is from that date.)
Aptus Defined Risk Strategy
This is another newer exchange traded fund ("ETF") that fits well into our spotlights looking at new, esoteric fund strategies and structures. Aptus has three ETFs all with unique investment strategies (and all of which we will eventually cover). All three funds take a "proactive approach to balancing risk and reward."
(Source: Aptus)
Their motto is "upside capture through downside protection."
We believe the optimal strategy is one an investor