Thanaphum Tachakanjanapong/iStock via Getty Images The market landscape in early 2026 has seen sudden shifts between different market sectors based on geopolitical news. As geopolitical tensions drive volatility, many investors are looking for a way to add more higher-quality investments instead of betting on speculative future growth. The S&P 500 has a high concentration in the large mega caps. T...
Thanaphum Tachakanjanapong/iStock via Getty Images The market landscape in early 2026 has seen sudden shifts between different market sectors based on geopolitical news. As geopolitical tensions drive volatility, many investors are looking for a way to add more higher-quality investments instead of betting on speculative future growth. The S&P 500 has a high concentration in the large mega caps. The WisdomTree U.S. Quality Dividend Growth Fund ( DGRW ) offers a good way to provide more diversification. ETF Strategy There are some traditional dividend funds that look backward and require ten or more years of historical dividend increases, like ( VIG ) or ( NOBL ). But DGRW is different and is more forward looking. Its methodology focuses on several factors: Growth: Long-term earnings growth expectations. Quality: Three-year average Return on Equity and Return on Assets. Weighting: Components are weighted by the cash value of dividends paid, not on market cap. Slightly Higher Expenses Vs. Some Peers DGRW carries a higher expense ratio than some of the ultra-low-cost passive index peers. But its screens for profitability have historically justified the somewhat higher expenses through superior risk-adjusted returns. ETF Ticker Expense Ratio Strategy Focus Vanguard Div. Appreciation VIG 0.04% 10+ Year Dividend History Schwab US Dividend Equity SCHD 0.06% High Yield & Sustainability iShares Core Div. Growth DGRO 0.08% Dividend Growth & Payout Ratio WisdomTree Quality Div. Growth DGRW 0.28% Forward Growth & ROE/ROA Click to enlarge Underlying Portfolio Analysis As of March 2026, DGRW's portfolio contains some of the most profitable, high-quality US companies. By focusing on ROE, it captures the growth of the top tech leaders but also adds some other high-quality stocks. Top 10 Holdings (approx. 39% of Assets): NVIDIA ( NVDA ): 5.57% Apple ( AAPL ): 5.42% Microsoft ( MSFT ): 5.01% Google ( GOOGL ): 4.53% Exxon Mobil ( XOM ): 4.45% Chevron ( CVX ): 3.15% Meta Platforms ( ME...
Earnings Call Insights: Kingsway Financial Services Inc. (KFS) Q4 2025 Management View John Fitzgerald, President and CEO, stated that "Kingsway is uniquely positioned to capitalize on the search fund model at scale within a tax-efficient public company framework." He highlighted a strong fourth quarter and noted, "During the year, we completed 6 acquisitions within the KSX segment, launched our S...
Earnings Call Insights: Kingsway Financial Services Inc. (KFS) Q4 2025 Management View John Fitzgerald, President and CEO, stated that "Kingsway is uniquely positioned to capitalize on the search fund model at scale within a tax-efficient public company framework." He highlighted a strong fourth quarter and noted, "During the year, we completed 6 acquisitions within the KSX segment, launched our Skilled Trades platform, significantly grew revenues and earnings power and made meaningful investments in our operating businesses that position Kingsway to accelerate growth in 2026 and beyond." He underscored that for the first time, the KSX segment represented a majority of both revenue and adjusted EBITDA in both the third and fourth quarters. Fitzgerald reported that consolidated revenue grew to $135 million for 2025, with portfolio LTM EBITDA in the $22 million to $23 million range as of December 31. He reiterated the company's target of "3 to 5 acquisitions in 2026" and expects "double-digit organic growth across both KSX and Extended Warranty." He described significant investments in Image Solutions and the Skilled Trades platform, positioning both for growth in the coming year. Kent Hansen, Executive VP & CFO, stated, "Total revenue for the quarter was up 30.1% to $38.6 million and up 23.4% to $135 million for the year." He added, "Consolidated net loss for the quarter was $1.6 million and $10.3 million for the full year. Consolidated adjusted EBITDA for the quarter was $2.7 million and $7.8 million for the year." Hansen described the KSX segment's revenue growth and attributed a slight Q4 EBITDA decline to seasonality in Plumbing businesses and Roundhouse. He also explained the company's updated reporting metric, portfolio LTM adjusted EBITDA, which aligns external and internal views for both management and lenders. Outlook Fitzgerald stated, "Kingsway is budgeting for double-digit organic growth across both KSX and Extended Warranty." He reiterated targets for "3...
(RTTNews) - The Japanese stock market is sharply lower on Tuesday, extending the losses in the previous two sessions, with the benchmark Nikkei index staying just above the 27,000 mark, despite the positive cues from Wall Street overnight, as traders are selling off stocks amid fears of inflation and policy tightening by the US Federal Reserve. Concerns over the continued spike in domestic Covid-1...
(RTTNews) - The Japanese stock market is sharply lower on Tuesday, extending the losses in the previous two sessions, with the benchmark Nikkei index staying just above the 27,000 mark, despite the positive cues from Wall Street overnight, as traders are selling off stocks amid fears of inflation and policy tightening by the US Federal Reserve. Concerns over the continued spike in domestic Covid-19 cases also dented market sentiment, with Japan topping 50,000 daily new cases and hitting record highs each day last week. A majority of the 47 prefectures hit record highs, with 17 prefectures under quasi-state of emergency from Friday for three weeks and 17 more expected to follow soon. The benchmark Nikkei 225 Index is losing 538.24 points or 1.95 percent to 27,050.13, after hitting a low of 27,015.79 earlier. Japanese shares closed modestly lower on Monday. Market heavyweight SoftBank Group is losing more than 3 percent and Uniqlo operator Fast Retailing is edging down 0.5 percent. Among automakers, Honda is edging down 0.5 percent and Toyota is losing almost 2 percent. In the tech space, Advantest is losing almost 3 percent, while Tokyo Electron and Screen Holdings are down more than 2 percent each. In the banking sector, Mitsubishi UFJ Financial is declining almost 2 percent, Sumitomo Mitsui Financial is down more than 1 percent and Mizuho Financial is losing more than 2 percent. The major exporters are mostly lower. Panasonic, Mitsubishi Electric and Sony are declining more than 2 percent each, while Canon is gaining 1.5 percent. Among the other major losers, Rakuten Group is plunging more than 6 percent, while Recruit Holdings and GS Yuasa are losing almost 6 percent each. Kawasaki Kisen Kaisha is down almost 5 percent, while Nippon Yusen K.K., CyberAgent and Japan Steel Works are declining more than 4 percent each. Minebea Mitsumi, Komatsu, Fuji Electric, NTT Data and Mitsui O.S.K. Lines are slipping almost 4 percent each. Conversely, there were no major gainers....
Warren Buffett, considered one of the most successful investors of all time, ran Berkshire Hathaway from 1965 to 2025. During his tenure, shares in Buffett's main holding company generated returns that handily beat the S&P 500. Buffett has now retired. His handpicked successor, Greg Abel, is now at the helm. In a recent shareholder letter, Abel noted that he doesn't plan to make many changes to Be...
Warren Buffett, considered one of the most successful investors of all time, ran Berkshire Hathaway from 1965 to 2025. During his tenure, shares in Buffett's main holding company generated returns that handily beat the S&P 500. Buffett has now retired. His handpicked successor, Greg Abel, is now at the helm. In a recent shareholder letter, Abel noted that he doesn't plan to make many changes to Berkshire Hathaway's corporate structure or its $311 billion stock portfolio. This suggests that Berkshire isn't planning to sell off its stakes in companies like Apple or Coca-Cola anytime soon. Among what Berkshire Hathaway owns, three stand out as particularly strong long-term buys right now: Chubb (CB +2.21%), Alphabet (GOOG 1.69%) (GOOGL 1.66%), and Kraft Heinz (KHC 3.52%). Chubb remains poised to stay in growth mode Berkshire Hathaway owns numerous insurance companies, most notably Geico. Berkshire has also historically invested in insurance stocks. Right now, Berkshire's 8.8% stake in Swiss-based insurer Chubb, worth around $10.9 billion, is its largest such position. Chubb has rallied in recent months, thanks to the reporting of strong fiscal results. Expand NYSE : CB Chubb Today's Change ( 2.21 %) $ 7.15 Current Price $ 329.91 Key Data Points Market Cap $126B Day's Range $ 320.86 - $ 330.68 52wk Range $ 264.10 - $ 345.67 Volume 93K Avg Vol 1.8M Dividend Yield 1.18 % Last year, the company's net premium earned -- a metric that's the equivalent to net revenue -- increased by 6.3%, from $49.8 billion to $53 billion. Net income per share rose 13.1%, from $22.70 to $25.68. CEO Even Greenberg said on the company's latest earnings conference call that he anticipates the company can sustain further double-digit earnings growth. If Chubb's growth story continues, shares could keep rallying. For Alphabet, AI disruption fears could soon dissipate Shares in Google's parent, Alphabet, are up by more than 82% over the past year. Berkshire Hathaway owns 0.3% of Alphabet, a position...
Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) owns a stock portfolio worth roughly $300 billion with about four dozen individual stocks in it. Legendary stock-picker Warren Buffett himself hand-selected many of them, especially the larger positions. To be fair, there's a solid bull case to be made for most of the stocks in Berkshire's portfolio. They are generally companies that are among the lead...
Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) owns a stock portfolio worth roughly $300 billion with about four dozen individual stocks in it. Legendary stock-picker Warren Buffett himself hand-selected many of them, especially the larger positions. To be fair, there's a solid bull case to be made for most of the stocks in Berkshire's portfolio. They are generally companies that are among the leaders in their industries and have steady cash flow, and there's usually an identifiable competitive advantage, or several, which is a big cornerstone of Buffett's investing style. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day. Sign Up For Free » Still, at any given time, there are some Buffett stocks that look more attractive than others. Here are five in particular that look like excellent buys as we head into 2025. My top 5 Warren Buffett stocks to buy right now Bank of America (NYSE: BAC) bank stock investment has a lot to gain as interest rates come down. Its deposit cost, currently a little over 2%, should gradually come down and its net interest margin should rise. Plus, Bank of America could be a big beneficiary of the looser regulation that is expected to develop under the incoming Trump administration, as well as potentially lower corporate taxes. Ally Financial (NYSE: ALLY) Amazon.com (NASDAQ: AMZN) cloud computing market that is expected to roughly triple in size by 2032, there could be tons of room to grow. Sirius XM Holdings (NASDAQ: SIRI) Berkshire Hathaway: Last, but certainly not least, there's a solid argument to be made that the best Warren Buffett stock to buy right now is Berkshire Hathaway itself. For one thing, when backing out the value of the company's stock portfolio and cash position, Berkshire's collection of high-quality operating businesses are trading for about 13 times trailing-12-month operating earnings. And the cash position, which currently sits at about $325 billion, gives Berkshire unmatched finan...