The seasonal winter rental in Florida is the retirement flex that quietly works. Three months in a two-bedroom on the Gulf Coast, or a condo in Naples, or a place near the grandkids in Sarasota, runs somewhere between $9,000 and $18,000 for the season depending on the market.
Active ETFs continue to gather market share at a rapid pace in 2026 with derivative income ETFs a key driver. Data through July shows total active ETF net inflows reached $457 billion.
The Capital Group Dividend Value ETF (CGDV) has outperformed the S&P 500 YTD, driven by strong tech and industrials exposure. CGDV's active management and dynamic sector allocation, especially in tech and AI, position it to capitalize on anticipated 2026 market catalysts. I maintain a strong buy rating for CGDV, citing its low downside capture, robust liquidity, and below-median expense ratio.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 379,584 | $14.43M | $18.8M | $4.37M | 30.28% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 19,038 | $764,090.11 | $943,142.52 | $179,052.41 | 23.43% |
Curtis Ellergodt Rothschild Investment LLC | 293,226 | $11.12M | $14.53M | $3.4M | 30.59% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 64,890 | $2.74M | $3.21M | $476,269.08 | 17.39% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13.67M | $673.55M | $701.16M | $27.61M | 4.1% |
| ARCA Exchange | US Country |
The company presents itself as a specialized investment fund with a primary focus on dividend-paying stocks. It targets larger, established companies within the United States, with a particular market capitalization threshold of over $4.0 billion. This investment strategy underscores a preference for stability and reliability, attributes commonly associated with larger firms. The fund also allows for a degree of international exposure, albeit limited to 10% of its assets, by investing in equity securities of sizable companies domiciled outside the United States. This approach indicates a careful balance between seeking the growth opportunities presented by foreign markets and maintaining a core investment in the U.S. economy. Notably, the fund is categorized as non-diverse, suggesting a concentrated investment strategy that could involve higher risks and higher rewards compared to more diversified funds.
This service represents the cornerstone of the fund’s investment strategy, focusing primarily on acquiring common stocks that pay dividends. The target companies are larger and more established, domiciled within the United States, and possess a market capitalization greater than $4.0 billion. This investment preference is aligned with the fund’s emphasis on stability and potential for reliable income through dividends, appealing to investors seeking both growth and income in their portfolios.
Adding an international dimension to its portfolio, the fund invests up to 10% of its assets in larger companies located outside the United States. This service is designed for investors looking to diversify their investments beyond the U.S. market, tapping into the growth potential of major companies in other economies. Despite the global reach, the emphasis remains on larger firms, which likely mirrors the fund’s overall investment philosophy of focusing on established, financially solid companies.