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Portfolio Management 20 November 2025 - 6 April 2026

SCHD Draws Fresh Attention After New Dividend and 2026 Reconstitution

SCHD Draws Fresh Attention After New Dividend and 2026 Reconstitution

Schwab U.S. Dividend Equity ETF paid a $0.2569 per-share dividend for March, up 3.3% from last year, and finished a major reshuffle in its annual index reset. SCHD drew $4 billion in Q1 inflows as U.S. dividend funds saw their strongest start since 2020. The fund now holds 104 stocks, with Chevron and ConocoPhillips still its largest positions. Health care and tech exposure rose, while energy and materials fell.
6 April 2026
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SCHD ETF Rebalance Adds Abbott, UnitedHealth as Dividend Fund Inflows Hit 4-Year High

SCHD ETF Rebalance Adds Abbott, UnitedHealth as Dividend Fund Inflows Hit 4-Year High

Schwab’s U.S. Dividend Equity ETF (SCHD) increased health care holdings to 18.5% in its annual rebalance, adding Abbott Laboratories and UnitedHealth Group near the top at about 3.8% each. SCHD attracted $4 billion in Q1 as U.S. dividend funds pulled in $24.1 billion, the highest first-quarter inflow in four years. SCHD closed at $30.48 Monday, up 0.13%.
30 March 2026
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Charles Schwab Expands Money Talk as Fresh Filings Show Farallon, Elevation Point Cut SCHW Stakes

Charles Schwab Expands Money Talk as Fresh Filings Show Farallon, Elevation Point Cut SCHW Stakes

Charles Schwab added three Certified Financial Planners to its Money Talk column as filings showed Farallon Capital and Elevation Point cut Schwab holdings last quarter. Schwab reported $32.5 billion in February net new assets and a 9% rise in new accounts. Shares rose 1.8% to $94.74 in early trading. The firm warned its first-quarter revenue outlook could change if client activity shifts.
16 March 2026
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Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Warren Buffett stepped down as Berkshire Hathaway CEO at year-end, with Greg Abel taking over. Berkshire’s latest regulatory filing showed Apple remained its largest stock holding at $60.7 billion, while a new $4.3 billion Alphabet position ranked tenth. Berkshire’s Class A shares slipped 0.1% on Dec. 31. The company ended September with $381.7 billion in cash and equivalents.
2 January 2026
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Two Vanguard ETFs are back in focus as 2026 starts — VOO vs VGT debate heats up

Two Vanguard ETFs are back in focus as 2026 starts — VOO vs VGT debate heats up

U.S. equity funds saw $16.9 billion in net inflows for the week ending Dec. 31, according to LSEG Lipper. Investors favored low-cost ETFs like Vanguard’s VOO and VGT, which now holds $114.3 billion in assets with Nvidia, Apple, and Microsoft making up over 44%. The S&P 500 rose more than 16% in 2025. Strategists warn 2026 returns may hinge on broader earnings growth beyond megacap tech.
2 January 2026
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Voya and Kempner just trimmed Lincoln National stock — what new filings show

Voya and Kempner just trimmed Lincoln National stock — what new filings show

Voya Investment Management and Kempner Capital Management cut their Lincoln National Corp holdings in Q3, reporting a combined 176,822 shares worth about $7.1 million as of Sept. 30, SEC filings show. Lincoln National shares recently traded near a 12-month high, with a market value of $7.98 billion. The company declared a 45-cent quarterly dividend, payable Feb. 2. Institutional investors hold about 73% of the stock.
29 December 2025
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Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard is signaling a shift from the traditional 60/40 portfolio, recommending a 40% stocks, 60% bonds mix for the next decade. The firm’s latest model projects U.S. equity returns of 3.5% to 5.5% annually through 2035. Higher bond yields and lofty stock valuations underpin the move. Vanguard stresses the guidance is long-term and not a short-term market call.
25 December 2025
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Coca-Cola (KO) Stock Outlook December 2025: New CEO, Dividend Power and Analyst Forecasts

Coca-Cola (KO) Stock Outlook December 2025: New CEO, Dividend Power and Analyst Forecasts

Coca-Cola shares traded around $69–70 intraday on December 11, 2025, down from late-November highs above $73 but well above the 52-week low. The board named Henrique Braun as CEO effective March 31, 2026, with James Quincey moving to Executive Chairman. KO delivered an estimated 11.9% one-year return, lagging the S&P 500 but outperforming its industry.
11 December 2025
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Palantir (PLTR) Stock in December 2025: Buy or Sell After Michael Burry’s Big Bet and Cathie Wood’s Trims?

Palantir (PLTR) Stock in December 2025: Buy or Sell After Michael Burry’s Big Bet and Cathie Wood’s Trims?

Palantir shares have surged over 100% in 2025 and more than 2,000% since launching its AI platform, but the stock faces scrutiny over valuation and insider selling. Michael Burry disclosed a large put-option bet against Palantir, while Ark Invest trimmed its stake. Q3 revenue jumped 63% to about $1.2 billion, with US commercial revenue up 121%. Bank of America raised its price target to $255 despite valuation concerns.
9 December 2025
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British American Tobacco Stock in December 2025: ITC Hotels Sale, Buybacks and Dividend Outlook for BTI & BATS Investors

British American Tobacco Stock in December 2025: ITC Hotels Sale, Buybacks and Dividend Outlook for BTI & BATS Investors

British American Tobacco sold a 9% stake in ITC Hotels on 5 December 2025, raising about $420 million and cutting its holding to 6.3%. BAT shares closed at £42.83 in London, up over 40% year-on-year and near a 52-week high, with the ADR near $57 in New York. The company plans to use proceeds to reduce debt, targeting a leverage ratio of 2.0–2.5x by end-2026.
8 December 2025
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LKQ Stock Outlook December 2025: S&P 500 Exit, Portfolio Shake-Up and Analyst Targets for NASDAQ: LKQ

LKQ Stock Outlook December 2025: S&P 500 Exit, Portfolio Shake-Up and Analyst Targets for NASDAQ: LKQ

LKQ Corporation will be removed from the S&P 500 and added to the S&P SmallCap 600 at the December 22, 2025 rebalance, following a 35% drop from its March high. Shares closed at $29.45 on December 5, near a 52-week low. The company trades at a trailing P/E of 8 and pays a 4% dividend yield. LKQ’s market cap stands at $7.4 billion.
6 December 2025
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Best ETFs in the U.S. Stock Market Today (December 5, 2025): VOO, QQQ, VTI, SCHD and More

Best ETFs in the U.S. Stock Market Today (December 5, 2025): VOO, QQQ, VTI, SCHD and More

U.S.-listed ETFs have drawn a record $1.27 trillion in net inflows for 2025, with Vanguard S&P 500 ETF (VOO) pulling in nearly $125 billion, the largest ever for a single fund. Silver prices have almost doubled this year, trading just below $59 an ounce, as silver-backed ETFs see their strongest inflows since mid-2025. The SEC signaled it will block proposals for hyper-leveraged ETFs, capping leverage at 2x.
5 December 2025
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Toronto-Dominion Bank (TD) Stock Today, December 3, 2025: Buy, Hold, or Take Profits After a 54% Rally?

Toronto-Dominion Bank (TD) Stock Today, December 3, 2025: Buy, Hold, or Take Profits After a 54% Rally?

Toronto-Dominion Bank stock trades just below record highs ahead of Q4 earnings, following a US$3.1 billion U.S. anti-money-laundering settlement in October 2024. Shares have surged about 55% over the past year on the TSX and 57% year-to-date on the NYSE. TD reports results before markets open December 4, with consensus EPS at US$1.45. New CEO is promoting a turnaround plan to investors.
3 December 2025
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Aviva share price climbs as green loan, cyber push and portfolio shake‑up headline 26 November news

Aviva share price climbs as green loan, cyber push and portfolio shake‑up headline 26 November news

Aviva shares rose about 1% to 650p in London after the insurer announced a £32m green loan for a logistics site in Enfield and launched new cyber-risk training. The group is divesting from By Miles, dropping a €2.9bn high-yield strategy, and faces a key High Court transfer hearing today. Aviva’s market value stands near £19.7bn, up 35% over 12 months.
26 November 2025
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Mitsubishi UFJ Financial Group (MUFG) Stock Today, November 26, 2025: Price, Buyback Catalyst and Fresh Portfolio Moves

Mitsubishi UFJ Financial Group (MUFG) Stock Today, November 26, 2025: Price, Buyback Catalyst and Fresh Portfolio Moves

MUFG shares traded near $15.50 in New York on Wednesday, just below a 52-week high, after a month of gains driven by earnings and buybacks. The bank disclosed it is no longer a substantial shareholder in Australia’s ADX Energy, following transactions by an entity controlled by Morgan Stanley. MUFG also marked its 20th anniversary on the NYSE this week.
26 November 2025
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VOO vs QQQ, VOOG vs MGK and VOO’s $78 ‘Twin’: What ETF Investors Need to Know on November 20, 2025

VOO vs QQQ, VOOG vs MGK and VOO’s $78 ‘Twin’: What ETF Investors Need to Know on November 20, 2025

On November 20, 2025, new analysis from The Motley Fool and Nasdaq compared top ETFs VOO, QQQ, VOOG, MGK, and SPYM, focusing on fees, diversification, and concentration risk. VOO offers broad S&P 500 exposure at a 0.03% fee, while QQQ is tech-heavy with a 0.20% fee. SPYM tracks the S&P 500 at a lower price and 0.02% fee. Coverage highlights renewed debate over diversification versus concentration in index investing.
20 November 2025
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Stock Market Today

  • 3 UK Stocks Possibly Undervalued By Up To 49.5%
    April 9, 2026, 2:58 AM EDT. Investors navigating the UK market amid global economic challenges may find opportunity in undervalued stocks. Key picks include Fevertree Drinks (AIM:FEVR), trading 47.7% below fair value, with expected annual earnings growth of 20.9%. CVS Group (LSE:CVSG) shows a 30.8% undervaluation and projected 21% earnings growth despite high debt. Pan African Resources (LSE:PAF), focused on gold mining in South Africa, is also significantly undervalued. These stocks stand out against the backdrop of sluggish recovery in China influencing FTSE 100 and 250 indices. Their discounted cash flow analysis highlights potential market inefficiencies, offering investors prospects tied to future revenue and earnings growth outperforming UK market averages.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 09.04.2026

9 April 2026
LIVEMarkets rolling coverageStarted: April 9, 2026, 12:00 AM EDTUpdated: April 9, 2026, 2:58 AM EDT 3 UK Stocks Possibly Undervalued By Up To 49.5% April 9, 2026, 2:58 AM EDT. Investors navigating the UK market amid global economic challenges may find opportunity in undervalued stocks. Key picks include Fevertree Drinks (AIM:FEVR), trading 47.7% below fair value, with expected annual earnings growth of 20.9%. CVS Group (LSE:CVSG) shows a 30.8% undervaluation and projected 21% earnings growth despite high debt. Pan African Resources (LSE:PAF), focused on gold mining in South Africa, is also significantly undervalued. These stocks stand out against the backdrop
Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

8 April 2026
IREN shares rose 1.8% to $35.74 Wednesday as investors assessed its $6 billion share program and shift from bitcoin mining to AI cloud services. The company’s revenue fell to $184.7 million last quarter, with a net loss of $155.4 million. IREN recently announced a five-year, $9.7 billion AI cloud deal with Microsoft. Options trading volume hit 103,000 contracts Tuesday, with sentiment described as mixed.
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

8 April 2026
Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

8 April 2026
The Sensex surged 2,946 points to 77,562.90 on Wednesday, its best day in five years, as a U.S.-Iran ceasefire and steady RBI rates pushed Indian markets higher. Brent crude fell 14.4% to $93.49 a barrel, easing pressure on the rupee, which rose 0.5% to 92.58 per dollar. All 16 major sectors gained, led by financials and auto stocks. The RBI kept its repo rate at 5.25% and forecast slower growth ahead.
Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

8 April 2026
Stock Yards Bank & Trust Co. increased its Netflix stake by 1,141.9% to 29,074 shares in Q4, while Ethos Capital Management disclosed a new 19,610-share position worth $1.84 million. The moves come ahead of Netflix’s April 16 earnings report and follow a Goldman Sachs upgrade to Buy with a $120 target. Insiders Reed Hastings and Greg Peters sold shares earlier this year under preset trading plans. Netflix last traded at $98.82.
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