Andrii Yalanskyi/iStock via Getty Images By Wenli Bill Hao The S&P High Yield Dividend Aristocrats ® (S&P HYDA) includes large-, mid- and small-cap U.S. companies that have consistently raised their dividends for at least 20 consecutive years. This blog will examine the recent rebalance of the S&P HYDA, detailing the changes in its constituents and their distribution by size and sector. Additional...
Andrii Yalanskyi/iStock via Getty Images By Wenli Bill Hao The S&P High Yield Dividend Aristocrats ® (S&P HYDA) includes large-, mid- and small-cap U.S. companies that have consistently raised their dividends for at least 20 consecutive years. This blog will examine the recent rebalance of the S&P HYDA, detailing the changes in its constituents and their distribution by size and sector. Additionally, we will highlight the dividend increase history of these constituents. The index completed its annual reconstitution on Jan. 30, 2026, adding eight new members into this distinguished group (see Exhibit 1). With these additions and the removal of two constituents, the total number of index constituents increased from 149 to 155, further enhancing its diversification and liquidity. Market-Cap Breakdown As of the latest rebalance, the S&P HYDA comprises 155 constituents: 102 stocks from the S&P 500 ® , 38 from the S&P MidCap 400 ® and 15 from the S&P SmallCap 600 ® . Notably, the S&P HYDA has a greater weight in the mid- and small-cap segments compared to the S&P Composite 1500 ® , as illustrated in Exhibit 2. Sector Breakdown With 155 constituents, the S&P HYDA features representation from all 11 GICS ® sectors: 35 constituents from Industrials, 29 from Financials, 21 from Utilities, 20 from Consumer Staples, 16 from Materials and 34 from the remaining 6 sectors. As shown in Exhibit 3, the S&P HYDA is notably underweight in the Information Technology (-25.0%), Communications Services (-7.1%) and Consumer Discretionary (-6.1%) sectors. In contrast, the index is substantially overweight in Consumer Staples (12.3%), Utilities (11.9%) and Industrials (9.2%). A Long History of Dividend Growth Exhibit 4 presents the number of constituents that have increased their dividends in five-year increments. Roughly 33% of constituents have raised their dividends for 20 to 24 years, while 35% have done so for 25 to 44 years. Additionally, 32% of constituents have achieved this for 45 ye...
e-crow Gold ( XAUUSD:CUR ) recently retreated from a record high of $5,600 per ounce, but ANZ analysts say the correction could attract fresh investment, citing persistent structural support and minimal signs of a trend reversal, with prices now expected to reach $5,800 per ounce in Q2 2026. Spot gold ( XAUUSD:CUR ) was trading nearly 1% higher at $ 4,967.07 at press time. Easy U.S. monetary polic...
e-crow Gold ( XAUUSD:CUR ) recently retreated from a record high of $5,600 per ounce, but ANZ analysts say the correction could attract fresh investment, citing persistent structural support and minimal signs of a trend reversal, with prices now expected to reach $5,800 per ounce in Q2 2026. Spot gold ( XAUUSD:CUR ) was trading nearly 1% higher at $ 4,967.07 at press time. Easy U.S. monetary policy, escalating geopolitical tensions, ongoing policy uncertainty, and a weakening USD suggest that the backdrop is very different from the price peaks in 1980 and 2013, and appetite for diversification is intensifying, ANZ analysts Soni Kumari and Daniel Hynes said in a note. "Silver prices ( XAGUSD:CUR ) will remain anchored to rising gold prices. We expect silver to underperform gold, which means the ratio will mean revert to 70x." President Trump’s nomination of Kevin Warsh as Fed chair triggered the sharpest sell-off in decades. "If Warsh is confirmed by the Senate, it would signal a potential Fed shift to a 'moderately hawkish'stance, as he advocates a more restrained Fed balance sheet. His nomination alleviated some concerns around the Fed’s future independence, which had supported gold prices," the analysts said. Pictorial representation of year-to-date performance for gold, silver, and the dollar. Increased exchange margin requirements following recent volatility contributed to price swings by creating liquidity challenges. Although recent volatility has raised questions about whether gold prices have peaked, "we believe the rally is not yet mature enough to reverse anytime soon." Analysts noted that market focus is increasingly turning to the potential effects of tariffs, which have not yet fully shown up in economic or inflation data. Concerns over the Federal Reserve’s future credibility persist, creating an environment likely to boost investor demand for tangible assets such as gold. Therefore, they reiterate their view that gold remains an insurance asset agains...
The appointment of a seasoned retail operator signals a strategic pivot toward operational efficiency and improved profitability for the grocery giant.
The appointment of a seasoned retail operator signals a strategic pivot toward operational efficiency and improved profitability for the grocery giant.
Just_Super/iStock via Getty Images This article updates my review from January 2024 in light of recent performance and current holdings. TOTL strategy State Street DoubleLine Total Return Tactical ETF ( TOTL ) is an actively managed income fund paying monthly distributions. TOTL was launched on 2/23/2015, has a 12-month trailing yield of 5.21%, a yield to maturity of 4.73%, and an expense ratio of...
Just_Super/iStock via Getty Images This article updates my review from January 2024 in light of recent performance and current holdings. TOTL strategy State Street DoubleLine Total Return Tactical ETF ( TOTL ) is an actively managed income fund paying monthly distributions. TOTL was launched on 2/23/2015, has a 12-month trailing yield of 5.21%, a yield to maturity of 4.73%, and an expense ratio of 0.55%. As described by State Street , the fund seeks to maximize total return in a fixed-income universe and is benchmarked to the Bloomberg U.S. Aggregate Bond Index, which will be represented in this article by iShares Core U.S. Aggregate Bond ETF ( AGG ). The fund… …seeks to outperform the benchmark, in part by exploiting mispriced areas of the bond market while also including asset classes not included in the index such as high yield bonds and emerging markets debt . TOTL may invest in securities issued or guaranteed by the U.S. government, inflation-protected T-bonds, municipal bonds, residential mortgage-backed securities (“RMBS”), commercial mortgage-backed securities (“CMBS”), asset-backed securities (“ABS”), corporate bonds, foreign government bonds, bank loans, collateralized loan obligations (“CLOs”), etc… This description offers a lot of flexibility, with some limits in asset allocation: Minimum of 20% in MBS guaranteed by the U.S. Government or its agencies. Maximum of 25% in corporate high-yield securities (junk bonds). Maximum of 40% in below investment grade securities. Maximum of 15% in securities denominated in foreign currencies. Maximum of 25% in emerging market countries. The fund intends to keep the effective duration between one and eight years. Asset class exposure is determined by a top-down sector analysis, and individual securities are selected by a bottom-up approach. The portfolio turnover rate was 20% in the most recent fiscal year. Portfolio The fund holds 1612 securities, almost exclusively of U.S. issuers (96.3% of asset value). The top 10 ...
Photo: VCG Li Ka-shing retained his title as Hong Kong’s richest person for a sixth straight year, with a net worth of $45.1 billion, according to Forbes’ 2026 Hong Kong Rich List released Wednesday. The 97-year-old founder of CK Hutchison Holdings Ltd. held onto the top spot even as he faced recent scrutiny over the Panama port sale deal. He recorded the largest absolute increase in wealth among ...
Photo: VCG Li Ka-shing retained his title as Hong Kong’s richest person for a sixth straight year, with a net worth of $45.1 billion, according to Forbes’ 2026 Hong Kong Rich List released Wednesday. The 97-year-old founder of CK Hutchison Holdings Ltd. held onto the top spot even as he faced recent scrutiny over the Panama port sale deal. He recorded the largest absolute increase in wealth among Hong Kong billionaires over the past year, with his net worth rising by $7.8 billion.
Evommune ( EVMN ) entered into a securities purchase agreement to sell ~4.49M shares to a select group of new and existing mutual funds and dedicated healthcare institutional investors in a private placement. The purchase price of each share of common stock is $27.88. Gross proceeds are expected to be ~$125M. The private placement is expected to close on or about February 17, 2026. The stock price...
Evommune ( EVMN ) entered into a securities purchase agreement to sell ~4.49M shares to a select group of new and existing mutual funds and dedicated healthcare institutional investors in a private placement. The purchase price of each share of common stock is $27.88. Gross proceeds are expected to be ~$125M. The private placement is expected to close on or about February 17, 2026. The stock price increased about 3.6% on Thursday during after-market hours of trading. More on Evommune, Inc. Evommune's EVO301 Phase 2a Data Drives 70% Stock Surge Evommune surges on mid-stage trial win for eczema therapy Seeking Alpha’s Quant Rating on Evommune, Inc. Historical earnings data for Evommune, Inc. Financial information for Evommune, Inc.
(RTTNews) - Terumo Corp. (TRUMY, TRUMF, 4543.T), a Japanese medical technology company, on Friday reported higher net income in the nine-month period ended December 31, 2025, compared with the previous year.
(RTTNews) - Terumo Corp. (TRUMY, TRUMF, 4543.T), a Japanese medical technology company, on Friday reported higher net income in the nine-month period ended December 31, 2025, compared with the previous year.