Aptus' Jacobs on Aptus Large Cap Upside ETF (UPSD)

The video discusses Aptus Capital's investment strategies, focusing on their hedged equity product. It explains how the product aims to provide more than 100% upside exposure in favorable markets and less downside in unfavorable ones. The strategy involves a core portfolio of minimum volatility stocks with incremental return layers. The video also highlights the challenges of sharp market turns and the importance of long-term trends in managing volatility.

What is the primary goal of the hedged equity product discussed in the first section?

• To outperform all other ETFs

• To eliminate all market risks

• To protect against downside risks

• To maximize short-term gains

In the second section, what is the expected upside exposure in normal market conditions?

• More than 100%

• No upside exposure

• Exactly 100%

• Less than 50%

What is a potential downside of the strategy discussed in the second section?

• High transaction costs

• Limited upside in favorable markets

• Exposure to sharp market downturns

• Complete loss of capital

What type of stocks form the core portfolio in the long-term strategy discussed in the final section?

• Penny stocks

• Growth stocks

• High volatility stocks

• Minimum volatility stocks

How does the strategy aim to handle sharp market turns, as discussed in the final section?

• By increasing exposure to high-risk assets

• By ignoring market signals

• By using signals with varying time look-backs

• By selling all assets immediately