SCHD News and Press, Schwab US Dividend Equity From 11/12/22

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 ...

Summary During the month of October, new market lows offered the opportunity to put capital to work. Income for 2022 is projected to be $15,553, up a whopping 13.8% over 2021. The market gains at the end of October have eliminated a lot of bargains. A few remain, but I am cons...

Summary They may be far fewer in number than they used to be but traditional value investors are still out there, harnessing the power of “the force” in markets. Investors still interested in “thinking” their way to wealth (rather than giving in to the ...

Summary Earn and own U.S. Dollar denominated income and assets. Spend in Euros (or other non-U.S. currencies). Enjoy a surprise (albeit only modestly correlated) hedge against portfolio volatility. A U.S. Dollar Hedged Lifestyle I've never figured out why babies ...

Summary Securities that pay a growing dividend offer investors some protection against rising rates. iShares Core Dividend Growth ETF has significantly outperformed the S&P 500 over the past year. I examine the methodology for stock inclusion and weighting in DGRO’s...

Summary The SPDR Portfolio S&P 500 High Dividend ETF is composed of 80 companies that in aggregate have a 30-day SEC yield of 4.6%. To achieve that level of income, the fund is currently overweight the financial, utility, REIT, and energy sectors. Meantime, the P/E of the ...

Summary DGRW is a high-quality but low-yielding dividend growth ETF with a 0.28% expense ratio and $6.33 billion in AUM. However, DGRW's 12.27% long-term annualized dividend growth rate may not be enough to satisfy the needs of income investors with short or median time horizons. ...

Summary If I could own just one dividend stock for the rest of my life, it needs to meet a lot of criteria. SCHD is an excellent choice for anyone looking for "one high-yield dividend stock to rule them all." Let me show you the five reasons why I love SCHD. This a...

Summary VSDA tracks a propriety Index, selecting 75 U.S. stocks with sustainable dividend growth and stable earnings patterns. Annual fees are 0.35% and the ETF has $253 million in AUM. The Index considers a variety of common-sense screens, including dividend growth and consistenc...

Summary Based on our proprietary research in value investing, we find that deeper-valued stocks tend to outperform when the valuation spread, meaning the difference between cheap and expensive stocks, peaks from a very wide level. Valuation spreads narrowing and then starting to w...