ALL, ANET, NLY, IT and AME stand out as high-ROE, cash-rich stocks as market volatility intensifies amid bond yield swings.
Skyward Specialty is pairing strong underwriting returns with lower costs, while Apollo is emerging as a key growth driver.
Runway Growth Finance trades at a 45% discount to NAV, offering a compelling entry point. RWAY's discount-adjusted expected ROE is approximately 16%, outpacing both peers and its own baby bonds. The recent SWK Holdings acquisition increased portfolio size, profitability, and NII by $0.05 per share, but also raised leverage to 1.36x.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 104 | $3,684.72 | $4,564.54 | $879.82 | 23.88% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 657,300 | $23.29M | $28.98M | $5.69M | 24.42% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,243 | $308,769.09 | $320,966.3 | $12,197.21 | 3.95% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 307,900 | $10.16M | $13.45M | $3.29M | 32.41% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,790 | $502,607.7 | $522,462.06 | $19,854.36 | 3.95% |
| NASDAQ (NMS) Exchange | US Country |
This actively managed exchange-traded fund (ETF) primarily focuses on investing in U.S. companies demonstrating strong quality characteristics, such as robust financial health, reliability, and potential for sustainability. The fund's approach targets entities featuring attractive valuations and the ability to pay dividends, aiming to provide investors with growth and income. The strategic direction and investment decisions are guided by the expertise of its sub-adviser, leveraging in-depth analysis and sector-specific insights to allocate assets effectively. By committing at least 80% of its net assets (plus any borrowings for investment purposes) towards common stocks, the fund positions itself to capture the value and opportunities present in the U.S. market across various sectors.
An exchange-traded fund that utilizes a hands-on approach to invest in U.S. common stocks, aiming for companies with strong fundamentals, attractive valuations, and dividend-paying potential. Unlike passive ETFs that track a specific index, this fund's active management strategy seeks to outperform benchmarks through careful selection and ongoing adjustment of portfolio holdings, based on the sub-adviser’s thorough market analysis and sector evaluations.