This is called the Equity Strategy (more below). The fund invests 90% to 95% of its assets into investment grade corporate bonds and the remainder of the portfolio is used to gain exposure to the large capitalization US stocks while limiting the downside risk. The fund is one of the few but growing number of 'actively-managed' ETFs. The main objective of the Aptus Defined Risk ETF ('DRSK') is to produce current income, and secondary is capital appreciation. This allowed a significant sleep-well-at-night factor that's no longer present to the baby boomers who are retiring en masse. The retirements of decades ago relied heavily on pensions that did not expose the retiree to the roller coaster of the markets. Investors are sick of the volatility of the markets and want something more stable and steady. Instead of chasing yield, they can invest with a defined outcome. These are options for investors who do not want to put all their hard earned capital into these types of markets just to watch it drop in value. But with bond yields near record lows and stocks at record highs and higher valuations, it's really difficult to make the return math work for most retirees or near retirees. It had a fantastic run achieving a 10.7% annual return. Second, we've had several significant downturn in the last two decades.Д«ut most importantly, we are nearing the end of the 60/40 portfolio. Most of these strategies do not work in an open-end mutual fund for several reasons. For one, actively-managed ETFs are finally becoming more available after it took the SEC years to approve them. There's a good reason why you are seeing these new risk-defined funds coming out. Why are we seeing all of these funds come to market? Assets are now $131M with the same 0.79% fee schedule. Aptus Collared Income Opportunity ETF ( ACIO): Their newest fund that focuses on equity income production through options writing - while still reducing downside risk.It's also the largest fund at $390M in assets under management. Aptus Defined Risk ETF ( BATS: DRSK): This is the fund we will discuss today in this report as it is in the fixed income category.Aptus Drawdown Managed Equity ETF ( ADME): This fund is in the hedged equity category.Our approach seeks to produce what every investor wants, potential for growth and income with defenses against their most feared risks. We believe the optimal strategy is one an investor can stick with, a fragile package in our hands to be taken from point A to point B. Their motto is ' upside capture through downside protection.' All three funds take a 'proactive approach to balancing risk and reward.' Aptus has three ETFs all with unique investment strategies (and all of which we will eventually cover). This is another newer exchange traded fund ('ETF') that fits well into our spotlights looking at new, esoteric fund strategies and structures. All data herein is from that date.) Aptus Defined Risk Strategy (This report was issued to members of Yield Hunting on Aug.

Aptus investments