Composite Performance
All data as of 06/30/2025
Q3 2025 STRATEGY PERFORMANCE:
The high dividend, high quality stocks in the strategy rose 5.67% net in a quarter while the Russell 1000 Value ETFs rose 5.29%. We are satisfied with the strategy’s returns this quarter and believe the best days for dividend and value investors are yet to come.
Q3 2025 STRATEGY PERFORMANCE:
Large Cap Growth led the way higher in Q3, up 10.43%, Large Cap Core rose 7.92%, and Large Cap Value rose a respectable 5.29%.1 Midcap, as measured by both the S&P Midcap (SPMD) and the Russell Midcap (IWR) benchmarks rose 5.52% and 5.33% respectively.2
The importance of building a financial plan with your Advisor – and sticking to it – has never been more important in our view. Rarely has the market given investors such a brutal reminder that trying to time markets around macro news is a fool’s game. From the start of the year through April 8th, most US benchmarks were down between -15% and -20%; the one exception being the Large Cap Value ETF which fell “only” -10%.
L2 Dividend & Income Quarterly Commentary – Q3 2025
Table of contents
When
September 20, 2025
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
Composite Performance
All data as of 06/30/2025
Q3 2025 STRATEGY PERFORMANCE:
The high dividend, high quality stocks in the strategy rose 5.67% net in a quarter while the Russell 1000 Value ETFs rose 5.29%. We are satisfied with the strategy’s returns this quarter and believe the best days for dividend and value investors are yet to come.
Q3 2025 STRATEGY PERFORMANCE:
Large Cap Growth led the way higher in Q3, up 10.43%, Large Cap Core rose 7.92%, and Large Cap Value rose a respectable 5.29%.1 Midcap, as measured by both the S&P Midcap (SPMD) and the Russell Midcap (IWR) benchmarks rose 5.52% and 5.33% respectively.2
The importance of building a financial plan with your Advisor – and sticking to it – has never been more important in our view. Rarely has the market given investors such a brutal reminder that trying to time markets around macro news is a fool’s game. From the start of the year through April 8th, most US benchmarks were down between -15% and -20%; the one exception being the Large Cap Value ETF which fell “only” -10%.