SCHD News and Press, Schwab US Dividend Equity

Summary Avoiding envy, and its associated pitfalls, is one of the simple secrets to a successful investment portfolio. Value once again outperformed Growth in the last week. After closing below the 200-day moving average for two weeks running, the US Dollar seems firmly entrenched i...

Summary SPYD holds 80 S&P 500 high-dividend stocks in equal weight. The expense ratio is just 0.07% and the ETF has $8 billion in assets under management. Current holdings yield a net 4.34%, and I expect the posted yield to be around 4.50% shortly. This headline number is likely to ...

Summary Stock markets and bond markets have been recovering. The recent market reaction is predicting a soft landing that might mean a mild recession, with inflation 'under control'. How do you position your portfolio for 2023? Stock markets are getting comfortable with the so...

Summary There’s a growing valuation discount between our portfolios and their respective indices. Today, one can purchase a higher-quality portfolio for a discounted price relative to the index. This creates an attractive entry point for our actively managed small- to mid-cap...

Summary I analyzed Schwab U.S. Dividend Equity ETF and found it attractive. Vanguard High Dividend Yield ETF is another prominent dividend ETF that fits investors seeking low beta and high diversification. The ETF holds quality companies and allows investors to enjoy significant div...

Summary RDIV selects 60 high-yielding large- and mid-cap stocks and weights them by revenue. Its expense ratio is 0.39% and RDIV has nearly $1 billion in assets under management. RDIV is expected to yield close to 4%, a significant improvement on its 3.17% trailing yield. However, its d...

Summary Investors who focus on the stock market tend to fall in one of two groups--those who focus on income and those who focus on the total return. Those looking for income frequently want to invest in companies that pay a growing dividend that's relatively safe. Vanguard's High D...

Summary The 60/40 used to yield 10%, and today yields just 2%. In the future, 7.2% returns are expected from the gold standard retirement portfolio. You can build an ultra-low volatility ultra-yield retirement portfolio using just eight high-yield blue-chips. Five ultra-yield Ultra ...

Summary VYM has outperformed the overall market by a healthy margin this year. Although a great core holding, its heavy value tilt may lead to muted returns as inflation recedes. VYM's middle-of-the-road yield and low dividend growth make it an inferior option to peers in a hi...

Summary 401(k)s are wonderful ways to save on taxes, while saving for your future. In 2023, I'm going to cut $22K off my tax bill by maxing out my 401(k). I'm investing my entire 401(k) (and Roth IRA) into 5 world-beater blue-chips, creating a ZEUS 401(k) portfolio that's perfect ...