Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity products and defined risk strategies, as well as the benefits of minimum volatility and trend following in portfolio management.
Key Points
- Bond returns after inflation and taxes have been roughly 0% over the past century, making them a less attractive investment for long-term growth.
- Aptus Capital Advisors uses options strategies, such as buying puts and selling calls, to provide downside protection and income, aiming to improve risk-adjusted returns.
- Brian Jacobs argues that the CAPE ratio is flawed due to its reliance on historical earnings and suggests that forward P/E ratios might offer better valuation insights.
Follow Brian: Website; LinkedIn
Resources: Brian's posts Tackling Longevity Risk: The Hidden Power of Home Ownership The Lost Century in Bonds Stock Buybacks: Dispelling the Myths
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Chapters
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| 1:00 | |
| 2:29 | |
| 6:02 | |
| 9:37 | |
| 22:50 | |
| 25:42 | |
| 29:03 | |
| 35:18 | |
| 45:19 | |
| 56:32 |
Transcript
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