The "Dogs of the Dow" 2026 Strategy
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 31 December 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
We will explain the history and mechanics of the "Dogs of the Dow" strategy, analyzing how dividend yield is utilized as a valuation metric to screen for potential contrarian trends within the index.
Today's Stocks & Topics: Advanced Drainage Systems, Inc. (WMS), Market Wrap, POET Technologies Inc. (POET), “The "Dogs of the Dow" 2026 Strategy”, Amplify CWP International Enhanced Dividend Income ETF (IDVO), Covered Calls, iShares Russell 2000 ETF (IWM), Pacer US Small Cap Cash Cows 100 ETF (CALF), International Stocks, Owens Corning (OC), Precious Metals, Red Cat Holdings, Inc. (RCAT), The Fed Minutes.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.6 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:32.6 | Good afternoon, fellow investors, and welcome back to the last edition of Invest Talk for |
| 0:41.9 | 2025. My name is Luke Guerrero, and it is December 30th. Tuesday, December 30th, we are about to |
| 0:50.6 | cross over into the new year. |
| 0:54.5 | And you look around, boy, his time flown by, |
| 0:59.2 | the fourth quarter has all but disappeared. |
| 1:02.7 | We have one short trading day left in 2025. |
| 1:08.3 | And it's been a year. |
| 1:10.1 | It's been a year of changes. It's been a year of themes. It's been a year |
| 1:14.9 | that is worthy of reflection. And see at Invest Talk, we decided to make an episode on our |
| 1:24.4 | YouTube channel where we did just that. We reflected. But you shouldn't wait till the end of the year to reflect. |
| 1:31.4 | You should do reflecting. |
| 1:32.6 | You should be reflecting each and every day. |
| 1:36.8 | And so we here at InvestTalk hope that we are a part of that process |
| 1:41.7 | because our objective remains the same each and every episode to help |
| 1:46.4 | make you a better and more informed investor. We do that by bringing the stories that matter |
| 1:53.6 | to your ears, to your eyes. We also do that by most importantly, answering your finance and investment questions. |
| 2:04.6 | And to that end, in just a bit, we'll talk about today's market performance and run down those show topics, our final show topics for 2025. |
| 2:14.4 | But let's tackle this caller question now. |
... |
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