Core Viewpoint - The narrative suggests that 2026 will be a significant year for small-cap stocks, indicating a potential shift in market dynamics favoring smaller companies [1]. Group 1: Investment Strategy - The company emphasizes the importance of a diversified investment approach, combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance income and total return [1]. - A hybrid investment system is proposed, which aims to achieve total returns comparable to traditional index funds like the S&P 500 while focusing on income generation [1].

Core Viewpoint - The stock market experienced a broad rally, with various funds participating, although momentum strategies lagged due to specific stock performance [1] Group 1: Market Performance - The stock market was staging an everything rally in Friday afternoon trading [1] - Funds focused on small-caps, value, dividends, risk, and low volatility were all taking part in the rally [1] - Momentum was one of the few strategies lagging, in part due to a 5% drop in Palantir Technologies shares [1] Group 2: Specific Fund Performance - The Roundhill Magnificent Seven ETF was down 0.4% [1] - Major companies such as Tesla, Meta Platforms, Nvidia, and Amazon.com were all trading lower [1]

Group 1 - The article emphasizes the need for investors to rotate their portfolios towards lesser-known names, particularly increasing exposure to small-cap stocks to outperform major indices [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and advising startups, contributing to insights on current industry themes [2]