SCHD News and Press, Schwab US Dividend Equity From 10/18/22

Summary SCHD is one of the most popular dividend ETFs with over $37 billion in AUM. The fund tracks the Dow Jones US Dividend 100 Index. I propose leveraging the stock selection criteria from the underlying index of SCHD to build a portfolio with a subset of Dividend Aristocra...

Summary We sit down to discuss why indexing changed everything, why value is back and the fact that not all inflation is created equal. Will value stocks win for the patient investor over the coming three to five years? I'd give that very, very high odds. Central banks believe...

Summary Dividend investors face a conundrum during bear markets: do I buy high-yield stocks or lower-yielding names that have faster dividend growth rates? As always, it depends on one's investing horizon and whether one is investing for a high current income or a high future inco...

Summary SCHD is a high-quality ETF that invests in dividend-paying companies across the growth and value sphere. It has also outperformed the S&P 500 over the past ten years. Despite that, SCHD is not immune to the bear market. However, it still outperformed the broad market i...

Summary SCHD is down sharply for the year, which I believe opens up an opportunity for value investors. The fund's yield is much more attractive than it has been in recent memory, driven by a declining share price and a rising distribution. The final months of the year are oft...

Summary VDY offers a low cost fund with a current distribution yield of 5.01% and a trailing 12-month yield of 3.99%. While the fund has 47 holdings, it is heavily concentrated into just two sectors, Financials and Energy, which account for over 80% of NAV. Despite its poor di...

Summary Skewness in asset returns is a perplexing phenomenon and evokes different behavior from investors. Our theory is that skewness tends to move based on investor preferences. Investors in growth stocks may be pursuing lottery-like payouts, especially when such stocks are ...

Summary This was a record-setting September for our family. We received $3,064.59 in September dividend income. Not surprisingly, our portfolio’s market value declined in the third quarter and our portfolio’s average yield increased as a result. ...

Summary DGRO is a low-cost dividend growth ETF from iShares. It has strong historical returns with 5Yr Average Annual returns of 11.5% to August 31st. Compared to SCHD, I still find SCHD has higher historical returns and better risk metrics. Simply put, the SCHD mouse trap is ...

Summary YTD, the S&P 500 is now down 24% while bonds have their own double-digit losses. Like stock valuations, currency valuations aren’t great timing tools but over a 3-year period after becoming undervalued, the outperformance is strong. Consumer defensive stocks...