The 30-year Treasury touched 5.323%, a 19-year high, before easing to roughly 5.282%, while the 10-year sits at 4.72%.
The paperwork is still pending, but the math is already clear. The 2026 Social Security COLA came in at 2.8%, and the CPI-W readings that will set the 2027 raise are trending softer, with the index falling to 327.075 in June 2026 from a May peak of 328.829.
iShares Select Dividend ETF (NASDAQ:DVY) has paid investors from a portfolio of higher-yielding U.S.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,860 | $1.54M | $2.11M | $573,527.19 | 37.27% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,094 | $134,113.73 | $179,711.38 | $45,597.65 | 34% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 19,130 | $2.43M | $3.14M | $710,751.13 | 29.24% |
Curtis Ellergodt Rothschild Investment LLC | 2,462 | $325,247.29 | $404,432.74 | $79,185.45 | 24.35% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 200 | $26,258.08 | $32,872 | $6,613.92 | 25.19% |
| NASDAQ (NMS) Exchange | US Country |
The described company is a fund that prioritizes investing in the stocks of leading U.S. companies, particularly focusing on those with the highest dividend yields. This investment approach implies that the fund allocates at least 80% of its assets towards the securities that form part of its underlying index, as well as in other investments sharing similar economic characteristics. The objective is to track the performance of the leading dividend-yielding stocks in the U.S., thereby providing investors with potential income alongside capital appreciation opportunities.
This service involves the fund investing primarily in a carefully selected portfolio of U.S. stocks that offer high dividend yields. The selection is based on the performance metrics of the underlying index, ensuring that investors have exposure to some of the most reliable income-generating stocks in the market.
The fund employs a strategy that aims to mimic the performance of its underlying index, which measures the success of high dividend-yielding U.S. stocks. This approach allows investors to benefit from the broader market movements of leading dividend-paying companies while minimizing the risk through diversification.
Apart from direct investment in the component securities of the underlying index, the fund also invests in financial instruments that have economic characteristics substantially identical to those securities. This may include derivative contracts and other financial instruments designed to replicate the index's performance, providing a complementary strategy to direct equity ownership.