Apollon wealth management their commodity-linked equity basket

Their commodity-linked equity basket has outperformed the S&P 500 YTD, with Apollon Wealth Management attributing gains to synchronized global demand recovery in raw materials. Sterner said Apollon offers both drawdown and evergreen funds on its platform, reserving drawdown funds for qualified purchaser clients and evergreen funds for others to give them some exposure to private markets. In addition, it uses four mutual funds and ETFs with alternatives as a “completion portfolio” strategy for some clients—funds it can roll into unified managed accounts and dial exposure up or down as needed. Los Angeles, CA : Apollon Lifetrac Team, led by Kevin Caputo, CFP®, CIMA, and Michael Chung, CFP®, brings sophisticated wealth strategies to the West Coast. Apollon Wealth Management highlights that corporate buyback activity is at record levels, historically correlated with higher forward 12-month returns. They project the S&P 500 could see a 6% lift from this trend alone.