My 4-Factor Dividend Growth Portfolio, launched November 2022, consistently outperforms SCHD, with a 14.74% CAGR over 38 months versus SCHD's 7.28%. The strategy selects 20 stocks annually using free ...

Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

COLUMBUS, Ohio, July 1, 2025 /PRNewswire/ -- Diamond Hill, a boutique investment management firm with a long-term, valuation-disciplined approach across multiple asset classes, today announced the ...

Dividend-only portfolios often excluded Amazon, Google, Tesla, and Meta early on. They are overweight in financials, utilities, and energy, while underweighting technology and healthcare, leaving ...

The Fund seeks strong long-term risk adjusted returns. It uses a highly flexible investment approach in an effort to provide attractive returns that are uncorrelated to moves in the broader equity and ...

The Health Care sector, lagging in recent years, is positioned for mean reversion and potential outperformance in 2026. XLV offers low-cost, passive exposure to large-cap Health Care, with a 1.4-1.8% ...

PIMCO Total Return ETF (BOND - News) is known as the exchange traded fund version of the famous Total Return (PTTRX) mutual fund — both are managed by bond guru Bill Gross. Although the ETF has only ...

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal advocates who dismiss the other as missing the point. Dividend investors are ...

PIMCO Total Return ETF (BOND - News) has been trading for just about a quarter, and has managed to return about 5.5%. In comparison, the ETF’s predecessor, PIMCO Total Return mutual fund, has gained ...