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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Real Bond Returns
- Bond returns should be viewed after inflation and taxes.
- After considering these factors, 100-year bond returns are approximately 0%.
China Stock Market Returns
- The Chinese stock market has shown minimal returns over a long period.
- This highlights the importance of considering factors beyond headline growth when investing internationally.
Aptus ETF Strategies
- Consider Aptus' ETFs for options-based strategies.
- They offer hedged equity and defined risk products designed to improve portfolio outcomes.
