Dimensional ETF Trust Dimensional International Core Equity 2 ETF (BATS: DFIC)

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To achieve the International Core Equity 2 ETFs investment objective, the Advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. As further described below, the Portfolios design emphasizes long-term drivers of expected returns identified by the Advisors research, while balancing risk through broad diversification across companies, sectors, and countries. The Advisors portfolio management and trading processes further balance those long-term drivers of expected returns with shorter-term drivers of expected returns and trading costs.

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Dimensional International Core Equity 2 ETF

Presidential,Candidate,Robert,F.,Kennedy,Jr.,Discusses,Immigration,Issues

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

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DFAR

Dimensional ETF Trust Dimensional Emerging Markets Core Equity 2 ETF

DFEM

Dimensional ETF Trust Dimensional International Core Equity 2 ETF

DFIC

Dimensional ETF Trust Dimensional International High Profitability ETF

DIHP

Dimensional ETF Trust Dimensional International Small Cap Value ETF

DISV

Dimensional ETF Trust Dimensional US High Profitability ETF

DUHP

Robert F. Kennedy Jr. owes portions of his wealth to his family name, law, cryptocurrency and oil. Here&#39;s a look at his wealth and income.

Trump HHS Pick Robert F. Kennedy Jr.&#39;s Wealth Comes From Family, Law Practice, Oil, Bitcoin

D.R. Horton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) has outperformed the market over the past 10 years by 7.86% on an annualized basis producing an average annual return of 19.22%. Currently, D.R. Horton has a market capitalization of $44.91 billion. 
Buying $1000 In DHI: If an investor had bought $1000 of DHI stock 10 years ago, it would be worth $5,720.95 today based on a price of $139.82 for DHI at the time of writing.
<h3>D.R. Horton's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735688710_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Trading Ideas

Here's How Much You Would Have Made Owning D.R. Horton Stock In The Last 10 Years

Green Brick Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRBK#NYSE">GRBK</a>) has outperformed the market over the past 5 years by 24.76% on an annualized basis producing an average annual return of 37.37%. Currently, Green Brick Partners has a market capitalization of $2.51 billion. 
Buying $100 In GRBK: If an investor had bought $100 of GRBK stock 5 years ago, it would be worth $493.79 today based on a price of $56.49 for GRBK at the time of writing.
<h3>Green Brick Partners's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735687809_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

GRBK

Here's How Much $100 Invested In Green Brick Partners 5 Years Ago Would Be Worth Today

At closing, LGL Group will pay MGHL aggregate consideration of $2.27 million, payable in cash.
The transaction has received independent Board of Directors approval from LGL Group as well as Board of Directors and shareholder approval of MGHL.&nbsp;
The transaction is expected to close in the first quarter of 2025, subject to compliance and regulatory approvals as well as a market check by MGHL's Board of Directors.&nbsp;

MGHL

LGL Group Enters Subscription Agreement To Acquire 1M Newly Issued Shares Of Morgan Group Stock, Representing Majority Stake; To Pay Aggregate $2.27M Cash

Upon the completion of this offering, outstanding shares will consist of 43.89 million Class&nbsp;A Ordinary Shares and 100 million Class&nbsp;B Ordinary Shares.
 &nbsp;

IPOs

Anbio Biotechnology Plans IPO 1.6M Class A Ordinary Shares At $5.00 - $6.00 Per Share;  Plans To Apply To List Class A Ordinary Shares On Nasdaq Under Symbol 'NNNN'

O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) has outperformed the market over the past 20 years by 13.69% on an annualized basis producing an average annual return of 22.01%. Currently, O'Reilly Automotive has a market capitalization of $68.46 billion. 
Buying $100 In ORLY: If an investor had bought $100 of ORLY stock 20 years ago, it would be worth $5,331.83 today based on a price of $1185.80 for ORLY at the time of writing.
<h3>O'Reilly Automotive's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735686008_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ORLY

$100 Invested In This Stock 20 Years Ago Would Be Worth This Much Today

INSW

International Seaways plans To Terminate The International Seaways, Inc. Retiree Health And Welfare Plan And Distribute Amounts To Participants

Lululemon Athletica (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) has outperformed the market over the past 15 years by 11.88% on an annualized basis producing an average annual return of 23.44%. Currently, Lululemon Athletica has a market capitalization of $46.95 billion. 
Buying $1000 In LULU: If an investor had bought $1000 of LULU stock 15 years ago, it would be worth $24,028.28 today based on a price of $382.41 for LULU at the time of writing.
<h3>Lululemon Athletica's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735685107_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

LULU

$1000 Invested In This Stock 15 Years Ago Would Be Worth This Much Today

Under the terms of the Proposal, Mirai would acquire all of the Company's rights and obligations under the Collaboration Agreement and a non-exclusive, sublicensable (through multiple tiers), worldwide, royalty-free, fully paid-up, perpetual and irrevocable license to the entirety of Omega's platform for discovering and developing epigenetic/epigenomic controllers, in exchange for the assumption of $8 million of the Company's indebtedness under its Loan and Security Agreement with Pacific Western Bank.

OMGA

Omega Therapeutics Receives Non-binding Proposal From Mirai Bio To Modify Terms Of Research Collaboration Agreement With Novo Nordisk And Pioneering Medicines 08 - Filing

Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) has outperformed the market over the past 5 years by 2.54% on an annualized basis producing an average annual return of 15.15%. Currently, Ciena has a market capitalization of $12.11 billion. 
Buying $1000 In CIEN: If an investor had bought $1000 of CIEN stock 5 years ago, it would be worth $2,025.56 today based on a price of $85.20 for CIEN at the time of writing.
<h3>Ciena's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735684216_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CIEN

If You Invested $1000 In This Stock 5 Years Ago, You Would Have This Much Today

The S&amp;P 500 wrapped another remarkably prosperous year on Tuesday, notching a second consecutive year of 20% gains and more than<a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/12/42746036/is-spy-losing-its-spark-the-sp-500s-risk-conundrum"> 50 record highs.&nbsp;</a>
All three major indices ended Tuesday in the red, with the S&amp;P 500 down 0.43%, the Nasdaq down 0.9% and the Dow Jones Industrial Average ending the session 0.07% lower, according to data from<a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw"> Benzinga Pro</a>.&nbsp;
Despite losing some steam in December, the S&amp;P 500 finished the year 23.5% higher, bolstered by strong corporate profits and artificial intelligence investment and enthusiasm.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/global/24/12/42743937/natural-gas-prices-spike-as-bone-chilling-arctic-blast-approaches">Natural Gas Prices Spike As &#8216;Bone-Chilling&#8217; Arctic Blast Approaches</a>
Experts expect double-digit gains to continue through 2025, with analysts' price targets for the S&amp;P 500 ranging from 6,000 to 7,100.&nbsp;
Adam Turnquist, chief technical strategist for LPL Financial, noted the average top-down Wall Street strategist price target for the S&amp;P 500 has climbed to 6,614 at year's end, up from 5,548 in October. He highlighted this as the highest quarterly rate of change since the data series began in 1999, reflecting the overwhelming optimism of market participants.&nbsp;
The LPL Research target range for the S&amp;P 500 at the end of 2025 is between 6,275 and 6,375.
Analysts also anticipate the S&amp;P 500 to report double-digit earnings growth in calendar year 2025 with an estimated earnings growth rate of 14.8%, according to <a href="https://insight.factset.com/sp-500-cy-2025-earnings-preview-analysts-expect-earnings-growth-of-15">data from</a> Factset.&nbsp;
The average EPS estimate for the S&amp;P 500 next year is $269, with the range of forecasts spanning from $254 to $282, according to LPL Research. The firm's own estimate is for an EPS of $260 for the S&amp;P 500 in 2025.  
The SPDR S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) ended Tuesday's session down 0.36%, but closed out 2024 with gains of 23.31% on the year.  
Turnquist said that LPL Research expects stocks to move modestly higher in 2025, but cautioned that gains could be offset by "excessively" bullish sentiment and stretched valuations.
"Positive surprises that drove stocks higher in the last year may be more difficult to come by in the year ahead," Turnquist said. 
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: &#8216;Trump Likes Big Deals&#8217;</a>&nbsp;</li>
</ul>
Photo: Shutterstock

Market Summary

Broad U.S. Equity ETFs

ETFs

General

S&P 500 Ends 2024 23% Higher, Experts See Double-Digit Growth For 2025

Nippon Steel (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NPSCY#OTC">NPSCY</a>) proposed granting the U.S. government veto power over reductions in U.S. Steel Corp&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>) production capacity in a bid to secure approval from President Joe Biden for its $14.9 billion acquisition of the American steelmaker.
The Washington Post, which first reported this story, <a href="https://www.washingtonpost.com/business/2024/12/31/nippon-us-steel-biden-union/">noted</a> the proposal is aimed at mollifying the Committee on Foreign Investment in the United States, which warned last week that Japan-based Nippon Steel's takeover of U.S. Steel could lead to a decline in domestic steel output that would pose "risks to the national security of the United States."
Biden, who faces a Jan. 7 deadline to make a decision, opposed the deal, aligning with United Steelworkers Union President David McCall, who criticized Nippon Steel's bid as harmful to workers and questioned its commitment to unionized operations. Despite internal White House debates, Biden's stance diverges from advisers who favor the acquisition.
Nippon Steel's latest offer includes a 10-year commitment to maintaining production capacity at mills in six states, requiring significant investment beyond its $2.7 billion pledge for operations in Pennsylvania and Indiana. It also includes a two-year guarantee for a mostly idle steel mill in Granite City, Illinois. The company also has promised no layoffs or closures of unionized facilities until at least September 2026.
See Also: <a href="https://www.benzinga.com/etfs/currency-etfs/24/12/42750554/golds-shine-fades-as-bitcoin-etfs-rise-the-new-safe-haven-champion">Gold&#8217;s Shine Fades As Bitcoin ETFs Rise: The New Safe-Haven Champion?</a>
Nevertheless, union opposition remains strong. McCall accused Nippon Steel of planning to shift work to nonunionized facilities. He has also raised concerns about the company's history of undercutting U.S. markets by selling steel below cost. Nippon Steel rebutted these claims, alleging McCall has leveraged political ties with Biden to oppose the transaction.
<h1 class="wp-block-heading">Divide Among Workers</h1>
The sale has created a divide within the steelworkers' union. While leadership opposes the deal, rank-and-file members at aging mills slated for modernization have expressed support. The company's revised "national security agreement" includes legally binding commitments aimed at easing concerns. But that has not swayed McCall, who dismissed the proposal as unenforceable.
<h1 class="wp-block-heading">X, NPSCY Price Action</h1>
U.S. Steel shares closed up 9.54% at $33.99 and Nippon Steel shares closed up 1.77% at $6.90 on Tuesday.
Read Next: • <a href="https://www.benzinga.com/trading-ideas/previews/24/12/42745852/tesla-q4-delivery-preview-will-2024-stock-gains-hold-as-growth-slows">Tesla Q4 Delivery Preview: Will 2024 Stock Gains Hold As Growth Slows?</a>
Photo: Poetra.RH via Shutterstock

Global

Markets

NPSCY

Nippon Steel Proposes Biden Government Veto Over US Steel's Production Output In Bid To Secure Acquisition

Chipotle Mexican Grill (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) has outperformed the market over the past 15 years by 15.08% on an annualized basis producing an average annual return of 26.63%. Currently, Chipotle Mexican Grill has a market capitalization of $81.91 billion. 
Buying $100 In CMG: If an investor had bought $100 of CMG stock 15 years ago, it would be worth $3,386.88 today based on a price of $60.11 for CMG at the time of writing.
<h3>Chipotle Mexican Grill's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735683308_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Chipotle Mexican Grill 15 Years Ago Would Be Worth Today

Net loss for the six months ended June 30, 2024, was $0.8 million, compared to net income of $0.2 million for the same period in 2023.
 &nbsp;

Earnings

TRSG

Tungray Technologies Six-Month Total Revenues $5.4M, Up From $5.3M YoY

PAVS

Paranovus Entertainment Receives Formal Notification From Nasdaq That It Regained Compliance With Minimum Closing Bid Price Rule

White will continue to serve on the Board as a director following the Transition Date.

Management

MPLN

Multiplan Says Dale White Stepped Down As Executive Chair, Effective As Of December 31, 2024; Travis Dalton, Company's President And CEO, To Succeed White As Chair

WEX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WEX#NYSE">WEX</a>) has outperformed the market over the past 15 years by 31.11% on an annualized basis producing an average annual return of 42.66%. Currently, WEX has a market capitalization of $6.97 billion. 
Buying $1000 In WEX: If an investor had bought $1000 of WEX stock 15 years ago, it would be worth $208,714.29 today based on a price of $175.32 for WEX at the time of writing.
<h3>WEX's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735682410_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In WEX 15 Years Ago Would Be Worth Today

Streaming giant Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) had a Christmas to remember with strong viewership for its debut <a href="https://www.benzinga.com/general/sports/24/12/42711504/lebron-james-vs-nfl-nba-star-says-christmas-is-our-day-2024-ratings-paint-a-different-picture">National Football League games </a>and the highly anticipated second season of "Squid Game."
What Happened: Released on Dec. 26, <a href="https://www.benzinga.com/general/entertainment/24/12/42305013/squid-game-season-2-includes-new-games-contestant-with-a-crypto-background-revenge-factor-political-overtones">the second season</a> of "Squid Game" had 68 million views ranking first for the week for Netflix's non-English TV list and setting a new record.
The series <a href="https://www.netflix.com/tudum/articles/top-10-dec-23-2024">ranked</a> number one in 92 countries. It is also the most-watched show in its premiere week in Netflix history. It beat a previous record set by the first season of "Wednesday" in 2022 at 50.1 million views.
Netflix's <a href="https://www.netflix.com/tudum/top10/tv-non-english">list </a>of top shows for the week covers the period of Dec. 23 through Dec. 29 with the second season of "Squid Game" releasing on Dec. 26 and not available for the full week.
Netflix subscribers watched the second season of "Squid Game" for over 487.6 million hours in its debut week. The first season ranked third among non-English TV series with 8.1 million views.
Along with "Squid Game" posting a big win for Netflix, two Christmas Day NFL games ranked as the top watched English language shows for the week. The two NFL games are the most-streamed in league history.
Netflix movie "Carry-On" ranked number one for English-language films for a third straight week with 34.9 million views.
Read Also: <a href="https://www.benzinga.com/news/earnings/24/10/41391637/netflix-q3-earnings-revenue-beats-eps-tops-q4-guidance-projects-subscriber-boost-from-squid-game-nf">Netflix Q3 Earnings: Revenue Beats, EPS Tops, Q4 Guidance Projects Subscriber Boost From &#8216;Squid Game,&#8217; NFL, And Boxing</a>
Why It's Important: The second season of "Squid Game" already ranks as the seventh most popular non-English TV show in Netflix history. And it could be on its way to setting more records.
The show&#8217;s first season had 265.2 million views on Netflix and more than 1.65 billion hours watched in its first four weeks.
Netflix credits the popularity of the new season for helping the company's new multiplayer video game "Squid Game: Unleashed" become the top action game in 57 countries. In Netflix's video game push, this could be one of its biggest launches in recent history.
Investors and analysts will peruse Netflix data to see if "Squid Game" can continue its success beyond the next three weeks as it climbs the company's all-time charts.
Netflix will release a third and final "Squid Game" season in 2025, adding to the future catalysts of the streaming company.
Netflix will report fourth-quarter financial results on Jan. 21. Whether NFL and "Squid Game" viewership translated to new Netflix subscribers or if the programs were simply watched under existing accounts remains to be seen.
Netflix is also putting a focus on advertising revenue through its ad-supported plans. Investors and analysts will likely look for company commentary on how much ad revenue Netflix made from the NFL games and "Squid Game" and what this means for future events or show premieres.  
Price Action: Netflix stock was down 1% to $891.32 on Tuesday versus a 52-week trading range of $461.86 to $941.75. Netflix stock was up 90.3% in 2024.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/education/24/12/42702484/if-you-invested-1000-in-netflix-stock-when-squid-game-was-released-heres-how-much-youd-have-today">If You Invested $1,000 In Netflix Stock When &#8216;Squid Game&#8217; Was Released, Here&#8217;s How Much You&#8217;d Have Today</a></li>
</ul>
Image: Shutterstock

NFLX

Netflix Posts Record Debut With 'Squid Game' Season 2: Here's How Many People Watched Show

The agreements signed with Hanire provide for an up-to-$45 million investment in the form of a combination of equity and convertible debt, comprised of an up-to-$5 million equity investment through the sale of 20 million shares of common stock and a convertible loan for the balance of the investment, including an initial advance of $5 million and additional advances subject to the achievement of specified milestones.&nbsp;

ATCH

AtlasClear Secures Agreement From Hanire LLC To Invest Up To $45M Into Company, Through Combination Of Equity And Convertible Debt

SPX Techs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPXC#NYSE">SPXC</a>) has outperformed the market over the past 10 years by 10.38% on an annualized basis producing an average annual return of 21.74%. Currently, SPX Techs has a market capitalization of $6.75 billion. 
Buying $100 In SPXC: If an investor had bought $100 of SPXC stock 10 years ago, it would be worth $702.32 today based on a price of $145.52 for SPXC at the time of writing.
<h3>SPX Techs's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735681506_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

SPXC

$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

Net income was approximately $0.08 million for the first six months of 2024, compared with a net loss of $4.75 million for the first six months of 2023.

Multi Ways Holdings Six-Month Net Revenue $14.09M, Down From $14.37M YoY

Dimensional International Core Equity 2 ETF declares $0.0362 dividend

<a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a>
When you write about U.S. stocks as much as I do, you tend to forget about the many other investment ideas available to retail investors in this country. There are plenty.&nbsp;



In recent years, the private capital markets have grown in stature and popularity. That&rsquo;s evident by the big move by pension funds into private equity and other so-called alternative assets.&nbsp;



According to the Global Pension Assets Study &ndash; 2024, the percentage of pension fund assets invested in public equities dropped from <a href="https://www.thinkingaheadinstitute.org/research-papers/global-pension-assets-study-2024/">50.7%</a> in 2003 to 41.6% in 2023. Over these 20 years, the allocation to alternative assets rose 840 basis points to 20.1%.



For investors looking for quality information about the various asset classes, the Bank of America (NYSE:<a href="https://investorplace.com/stock-quotes/bac-stock-quote/">BAC</a>) <a href="https://fa.ml.com/new-york/new-york/the_jemm_group/mediahandler/media/595849/2023Q3_CIO_Chartbook_GIC.pdf">quarterly chart book</a> for institutional investors is chock-full of information.&nbsp;



For example, the Q3 2023 chartbook examines the risk and returns of various private and public asset classes between July 2005 and March 31, 2023. Private credit had the best return with the least volatility, public equities had the best return with the most volatility, while private equity fell between the two.&nbsp;



Based on these findings, here are my three best investment ideas.



<h2>Ares Capital Corporation (ARCC)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/09/arcc-stock-1-300x169.jpg" alt="Ares Capital (ARCC) logo on its webpage"><div>Source: Pavel Kapysh / Shutterstock.com</div></div>Representing the private credit asset class, Ares Capital Corporation (NASDAQ:<a href="https://investorplace.com/stock-quotes/arcc-stock-quote/">ARCC</a>) is a <a href="https://www.arescapitalcorp.com/about-ares-capital-corporation">business development company</a>, or BDC, and one of the largest direct lenders in the U.S.&nbsp;



ARCC is <a href="https://www.sec.gov/ix?doc=/Archives/edgar/data/1287750/000128775024000011/arcc-20231231.htm">externally managed</a> by Ares Capital Management, an investment adviser owned by alternative asset manager Ares Management (NYSE:<a href="https://investorplace.com/stock-quotes/ares-stock-quote/">ARES</a>). It invests in the &ldquo;middle market,&rdquo; defined as companies with annual EBITDA &mdash; or earnings before interest taxes, depreciation and amortization &mdash; between $10 million and $250 million.&nbsp;



Its investments range from $30 million to $500 million, and a good portion are first-lien senior secured loans and second-lien senior secured loans. It also invests in subordinated debt, which can include common and preferred equity.



On May 1, the BDC reported its <a href="https://ir.arescapitalcorp.com/news/ares-capital-corporation-announces-march-31-2024-financial-results-and-declares-second-quarter-2024-dividend/c0d49647-ffc4-4bb7-b651-5d031f418e1d/">Q1 2024 results</a>. Investors shouldn&rsquo;t put much stock in the income statement because it varies from quarter to quarter, based on realized and unrealized gains. Excluding these, its core earnings per share were $0.59, two cents higher than a year earlier.&nbsp;



More importantly, its net assets per share were $19.53, up from $19.24 at the end of December. The fair value of its portfolio of investments as of March 31 was $23.12 billion, up from $22.87 billion at the end of December.&nbsp;



Yielding 9.1%, its annualized total return over the past five years was <a href="https://www.morningstar.com/stocks/xnas/arcc/trailing-returns">11.22%</a>. If income is your thing, ARCC is an excellent way to play private credit.&nbsp;



<h2>Blackstone (BX)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/12/blackstone_group_bx1600a-300x169.jpg" alt="A sign for Blackstone (BX) hangs on a white wall."><div>Source: Isabelle OHara / Shutterstock.com</div></div>Blackstone (NYSE:<a href="https://investorplace.com/stock-quotes/bx-stock-quote/">BX</a>), the world&rsquo;s largest alternative investment management company, represents alternative assets with <a href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001393818/5d6f6a4d-396e-4855-aedd-73d45ba5bd89.pdf">$1.06 trillion</a> in Assets Under Management as of March 31. Those assets are divided among four buckets: Real Estate, which constitutes 32% of AUM, Private Equity at 29%, Credit &amp; Insurance at 31% and Multi-Asset Investing at 8%.&nbsp;&nbsp;&nbsp;



When you analyze alternative asset managers, remember that there are many moving parts and metrics to pay attention to.&nbsp;



For example, the most important metric is the growth in fee-earning assets. In Q1 2024, they rose 7% year-over-year to $781.4 billion. Those assets generated $4.47 billion in revenue in the trailing 12 months ended March 31, 4% higher than a year earlier.&nbsp;



In addition to the fee-related earnings, there are performance fees for beating their segment&rsquo;s benchmarks. In the 12 months which ended March 31, they were $1.18 billion, 52% less than a year earlier.



As a result, its segment distributable earnings fell by 17% to $5.65 billion. If its fee-earning assets fell over this period, that might have caused some concern, but that didn&rsquo;t happen.&nbsp;



Also, significant are the funds yet to be invested. These are referred to as &ldquo;dry powder.&rdquo; As of March 31, it was $191.2 billion, with private equity possessing the most at $80.0 billion.



I could go on and on about its quarterly results.&nbsp;



Although its shares are flat year-to-date, BX stock is up nearly about 49% over the past year and about 207% over the past five years.&nbsp;



It&rsquo;s an excellent proxy for alternative assets.&nbsp;&nbsp;&nbsp;



<h2>Dimensional World Equity ETF (DFAW)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2020/07/private_equity_1600-300x169.jpg" alt='Gold and silver gears with the words "private equity" written on the gold gears. representing netcapital platform'><div>Source: Pavel3d/ShutterStock.com</div></div>Lastly, representing equities is the Dimensional World Equity ETF (NYSEARCA:<a href="https://investorplace.com/stock-quotes/dfaw-stock-quote/">DFAW</a>), a global fund from Dimensional Fund Advisors that invests in both developed and emerging markets. The actively managed ETF invests in other Dimensional funds.&nbsp;



They include Dimensional US Core Equity 1 ETF (NYSEARCA:<a href="https://investorplace.com/stock-quotes/dcor-stock-quote/">DCOR</a>), Dimensional US Core Equity 2 ETF (NYSEARCA:<a href="https://investorplace.com/stock-quotes/dfac-stock-quote/">DFAC</a>), Dimensional International Core Equity 2 ETF (NYSEARCA:<a href="https://investorplace.com/stock-quotes/dfic-stock-quote/">DFIC</a>), Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:<a href="https://investorplace.com/stock-quotes/dfae-stock-quote/">DFAE</a>) and Dimensional Global Real Estate ETF (NYSEARCA:<a href="https://investorplace.com/stock-quotes/dfgr-stock-quote/">DFGR</a>).&nbsp;



The three top ETFs by weight are DFAC at 52.71%, DFIC at 19.54% and DCOR at 17.55%. U.S. equities account for 71.82% of the net assets, international equity at 19.89% and emerging equity at 8.29%.&nbsp;



Launched last September, it charges a reasonable 0.25% expense ratio, providing investors with a low-cost global equity portfolio.&nbsp;



What&rsquo;s not to like?&nbsp;



On the date of publication, Will Ashworth did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com<a href="https://investorplace.com/corporate/investorplace-publishing-guidelines/"> Publishing Guidelines</a>.
<div>Will Ashworth has written about investments full-time since 2008. Publications where he&rsquo;s appeared include InvestorPlace, The Motley Fool Canada, Investopedia, Kiplinger, and several others in both the U.S. and Canada. He particularly enjoys creating model portfolios that stand the test of time. He lives in Halifax, Nova Scotia.</div><h3>More From InvestorPlace</h3>
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The post <a href="https://investorplace.com/2024/05/3-killer-investment-ideas-for-a-financial-windfall/">3 Killer Investment Ideas for a Financial Windfall</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.

3 Killer Investment Ideas for a Financial Windfall

DFIC: Over-Diversification And Lack Of Alignment In International Equities

DFIC: There's A Better Alternative In DFAX

Dimensional International Core Equity 2 ETF declares quarterly distribution of $0.3647

DFAW: Interesting Strategy But This Might Be Why It's Not Working

Dimensional International Core Equity 2 ETF declares quarterly distribution of $0.1304

ARCC

ARES

DCOR

DFAC

DFAE

DFAW

DFAX

DFGR

Former presidential candidate Robert F. Kennedy Jr. has been selected by Donald Trump as his pick to lead the Department of<a href="https://www.benzinga.com/government/regulations/24/11/41993115/trump-taps-rfk-jr-for-health-secretary-role-sends-5-vaccine-stocks-lower"> Health and Human Services (HHS).</a>



Here's a look at Kennedy's wealth and investments.



What Happened: Trump announced many of<a href="https://www.benzinga.com/general/education/24/11/42204590/trump-department-of-homeland-security-pick-kristi-noem-owns-ranch-invests-in-energy-gets-book-royalties"> his likely nominations</a> for roles in his cabinet since winning the 2024 presidential election, with Kennedy one of the more well-known names selected.



Kennedy is known for many things including being an environmental lawyer, having an anti-vaccine stance and belonging to the famous Kennedy political family.



Kennedy is the son of Robert F. Kennedy and nephew of former President John F. Kennedy. The former president was one of the wealthiest of all time adjusted for inflation thanks to his father Joseph Kennedy's banking and investing career.



Did You Know?



<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent112724">Get Tips On What They Bought And Sold Ahead Of The 2024 Election With Our Easy-to-Use Tool</a></li>
</ul>



Kennedy's Wealth and Investments: An estimate from <a href="https://www.forbes.com/sites/chasewithorn/2024/11/14/heres-how-much-robert-f-kennedy-jr-is-worth/">Forbes </a>values Kennedy with a wealth of $15 million, which includes his wife Cheryl Hines income from acting. Around $4 million of the wealth is estimated to have been inherited from the Kennedy family.



A 2023 disclosure <a href="https://www.politico.com/f/?id=0000018e-66dd-d570-adaf-e6ffcb4a0000">filing </a>listed several sources of income for Kennedy including from his law firm, speaking engagements and consulting fees from a publisher. The biggest income listed was over $5 million from his own law firm made in the year reported on the disclosure.



Kennedy will be paid an annual salary of $246,400 if elected to lead HHS.



The filing showed Hines' investments in several mutual funds and ETFs including:



<ul>
<li>Dimensional Emerging Markets Core Equity 2 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFEM#NYSE">DFEM</a>)</li>



<li>Dimensional International High Profitability ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/DIHP#BATS">DIHP</a>)</li>



<li>Dimensional International Small Cap Value ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/DISV#BATS">DISV</a>)</li>



<li>Dimensional International Core Equity 2 ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/DFIC#BATS">DFIC</a>)</li>



<li>Dimensional US Real Estate ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFAR#NYSE">DFAR</a>)</li>



<li>Dimensional US High Profitability ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUHP#NYSE">DUHP</a>)</li>
</ul>



Kennedy has $500,000 in investments managed by Park Financial Holdings, according to Forbes.



Real estate holdings are also listed in the financial disclosures, which add to the wealth of Kennedy and Hines.



The filing also listed that Kennedy and Hines owned between $100,000 and $250,000 in Bitcoin. The filing was from June 2023, which is when Bitcoin traded closer to $30,000 versus a value close to $95,000 today.



Kennedy recently said that <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42091664/robert-kennedy-jr-says-most-of-his-wealth-is-in-bitcoin-is-committed-to-the-currency-of-fr">most of his wealth</a> is in Bitcoin, which could suggest that he now owns more Bitcoin than reported last year.



Read Also:<a href="https://www.benzinga.com/general/restaurants/24/11/42043491/rfk-jr-wants-donald-trump-to-cut-out-mcdonalds-the-stuff-that-he-eats-is-really-like-bad"> RFK Jr. Wants Donald Trump To Cut Out McDonald&#8217;s: &#8216;The Stuff That He Eats Is Really, Like, Bad&#8217;</a>



Income from Oil?: Benzinga <a href="https://www.benzinga.com/general/politics/24/03/37949004/robert-f-kennedy-jr-environmental-lawyer-receives-oil-company-profits">previously reported</a> Kennedy also profits from oil and gas rights through a family investment, despite being a prolific activist and environmental lawyer.



The 2024 presidential candidate has been a critic of fossil fuels and oil and gas companies over the years.



A report from&nbsp;<a href="https://www.politico.com/news/2024/03/25/rfk-jr-family-trust-oil-gas-00148846" target="_blank" rel="noreferrer noopener">Politico&nbsp;</a>shared that while Kennedy was openly against the oil and gas industry, he also privately earned &#8220;tens of thousands of dollars from an oil and gas rights leasing company.&#8221;



According to the report, Kennedy&#8217;s financial disclosure form showed earnings from&nbsp;Arctic Royalty Limited Partnership.



Kennedy&#8217;s earnings from Arctic Royalty were $17,759 to $29,257 from Jan. 1, 2022, to June 30, 2023, as per the disclosure. The earnings were paid to the family trust owned by Kennedy.



Politico shares that Arctic Royalty Limited Partnership leases land in states to oil and gas companies. Among the companies that have leased land from Arctic Royalty are several companies fined for pollution or infractions previously, including the chemical company involved in the pollution of East Palestine, Ohio, after a train derailed in 2023.



Kennedy told Politico that he sold his stake in Arctic Royalty in December, but did not share proof of the sale.



&#8220;I sold all my stake in this company in December. I still indirectly own a very small interest in Arctic Royalty through my brother David&#8217;s estate. It generates approximately $1,000 per year. I own 1/10 of the estate. Because other family members are also owners, I have no power to sell off this investment,&#8221; Kennedy told Politico.



Kennedy said that Arctic Royalty was an investment made by his grandfather that he inherited.



&#8220;The company does not do any drilling. It owns mineral rights and pays out royalties from companies that are exploiting oil reserves.&#8221;



Kennedy has been active as a voice against pollution and harm to the environment over the years.



The former presidential candidate was also previously critical of President Joe Biden&#8216;s response to the handling of the East Palestine, Ohio, train disaster, saying everybody involved should &#8220;be held accountable, both criminally and civilly.&#8221;



While it&#8217;s not illegal to own stakes in oil and gas royalty companies as a politician, this could be a bad look for a person who is so anti-pollution and against oil and gas companies.



Read Next: 



<ul>
<li><a href="https://www.benzinga.com/politics/24/11/42077496/donald-trumps-personnel-picks-new-poll-finds-elon-musk-with-highest-approval-by-voters-matt-gaetz-with-highest-disapproval">Donald Trump&#8217;s Personnel Picks: New Poll Finds Elon Musk With Highest Approval By Voters, Matt Gaetz With Highest Disapproval</a></li>
</ul>



Photo: Shutterstock

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