- J.D. Gardner started ETF firm Aptus to attack what he terms the "behavior gap" in investing, whereby investors routinely underperform their underlying investments by "performance chasing"
- Aptus' flagship fund, DRSK, attacks the behavior gap frontally by limiting drawdowns through the use of maturity date bond ETFs and broad index puts.
- Yet, DRSK has managed to handily beat the S&P 500 in 2020 by taking advantage of the "sporadic asymmetry" offered by buying a basket of stock calls.
- Gardner joins Let's Talk ETFs to explain the philosophy behind DRSK and why he believes Aptus has cracked the code to tamping down risk without giving up on strong returns.
- This article includes a full transcript of the podcast that was posted last week.
For further details see:
De-Risking Your Portfolio Without Giving Up On Strong Returns (Podcast Transcript)