Why I’m Still Buying SCHD | My $12,500 SCHD Position

Рет қаралды 10,910

Ай бұрын

What are your thoughts on SCHD?
Comment Below!
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SCHD
Schwab US Dividend Equity ETF
SCHD ETF
SCHD Dividends
SCHD Dividend
SCHD Dividend ETF
SCHD Dividend Growth ETF

Пікірлер: 55

@RayBo 25 күн бұрын

I have over 1000 shares of SCHD. Yep, and I still DCA weekly for more into an otherwise TECH-heavy / Growth portfolio. Given the chart you showed at the start and the Bond market, SCHD did very well for what it is. It's the perfect Nexus between Income and growth, and I don't mind it is now leaning on the defensive side. As a metaphor, in sports, some say something like, "a good offense gets to the playoffs, but the defense will win you the championships." For what it is worth all that means is "find your balance."

@JP_Dividends 23 күн бұрын

Thats a good way of looking at it, I like the defense sports analogy you used cause I’m a big basketball fan haha. Thanks for sharing!

@avinashnarine7070 28 күн бұрын

I will keep buying.. it's one of my core positions

@JP_Dividends 28 күн бұрын

Nice! Same here💰👍

@Pennywise505 18 күн бұрын

Great analysis, and agree that SCHD should never be counted out. The current defensive makeup of the fund has done well for me. Like you, I have a tech-tilt with my individual stock holdings. I also have VOO as.the main foundation, and have COWZ, SCHG and AVUV with SCHD. So far, so good.

@JP_Dividends 17 күн бұрын

Glad you agree and nice move on the tech stocks for individual holdings. Sounds like you have some solid ETF’s overall. Thanks for sharing!

@whipless9668 28 күн бұрын

Although I've neglected them for some time, they're solid and pretty safe. I will continue to buy. Thanks for the vid JP, I know it's one of your favorites.

@JP_Dividends 27 күн бұрын

Agreed they’re solid and glad to hear you’re buying. Thanks for the support!

@Adam-ul2px 27 күн бұрын

I have SCHD in my roth, equal weighted with QGRW its brother from another mother for growth. Hold VOO in my work 401k

@JP_Dividends 27 күн бұрын

Nice! Solid picks💰😎

@Steelersfootball45 24 күн бұрын

One of the best if not the best dividend ETFs

@JP_Dividends 23 күн бұрын

Agreed 100%!

@chimchu3232 28 күн бұрын

I like SCHD as well. it's the core of my retirement portfolio, and I use a similar methodology when i look for quality dividend stocks.

@JP_Dividends 28 күн бұрын

Nice! Great core of a portfolio.

@thomaschew2191 19 күн бұрын

I'm new at this and have 38 shares buying 4 or 5 shares per month. I have to admit I'm a bit disappointed but again I'm new and probably have unrealistic expectations. Not thinking about abandoning ship.

@JP_Dividends 19 күн бұрын

Nice! And I understand feeling discouraged, I definitely put most of my $ into VOO to try and avoid this cause yeah SCHD has been pretty weak the past couple of years.

@karlbe8414 6 күн бұрын

433 shares SCHD, have VOO, VGT and FTEC, as well as AAPL, MSFT, NVDA, AVGO. Zero bonds and also have BDC's GAIN, MAIN, HTGC, ARCC. So, tech heavy, but increasingly future income stacking with SCHD, REITS, BDC's and some DGI's.

@JP_Dividends 5 күн бұрын

Nice! Sounds like you have a diverse portfolio with all kinds of holdings!

@GUYE-FAWKES 18 күн бұрын

Crazy, your Roth is like mine. I have 80 percent SCHD, sold my Microsoft position (Mistake, but a good 300 PROFIT) all invested in SCHD now I only have VISA 20%(10 shares) and SCHD (80% 167 shares )in my Roth.

@JP_Dividends 17 күн бұрын

Nice! Yeah I put most of my SCHD in my roth just like you. Visa is a beast and will continue to do well long term so glad to hear we have similar strategies!

@GUYE-FAWKES 16 күн бұрын

@@JP_Dividends I think people under estimate stability in their investing strategy. SCHD gradually grows and pays dividends. Volatility is not all its cracked up to be. That investment strategy is like buying tesla stock. Sure its exciting and can make you lots of money, but it could easily go the other way. SCHD is stable. For anyone having a longterm strategy, this is gold standard. Most things arent predictable, but their is more predictability with SCHD. Goodluck on your journey! rooting for you

@Constitution1789 17 күн бұрын

I'll try to come back in ten years to see whether SCHD's value stocks outperform tech stocks. Kudos on sharing your investment strategy and current dividend income.

@JP_Dividends 17 күн бұрын

True I could be wrong but just what I noticed in the 2010’s after the tech bubble, even if I’m wrong I still have most of my money in VOO + tech stocks so I’m hedging my guess there.

@tomrmazur 15 күн бұрын

Huge dividend increase for the win 🎉

@JP_Dividends 15 күн бұрын

Huge! Congrats to us💰😎

@erikpeeples1785 20 күн бұрын

I think once the fed start lowering the interest rate people will flood to dividend stocks which should be good for schd.

@JP_Dividends 20 күн бұрын

Agreed!

@carlosgarcia8770 12 күн бұрын

FXAIX and SCHD , is 95% of what I invest in.

@JP_Dividends 12 күн бұрын

@@carlosgarcia8770 Nice great picks!

@tylerj6219 27 күн бұрын

Just wait until the fake AI boom turns into a bear market for a bit. Us SCHD owners will have capital appreciation haha. I do own AVGO and PLTR though. My main focus is dividend growth and income.

@JP_Dividends 27 күн бұрын

Agreed!😂 AVGO has been a beast long term, and great focus on Dividend growth and income. Thanks for the comment!

@domenicdicarlo511 25 күн бұрын

AVGO is not an AI player. Analyze companies before you buy.

@Xande191 10 күн бұрын

FDVV is another great option if someone is not interested in SCHD… I have both.

@JP_Dividends 10 күн бұрын

I’ll have to look into them, thanks for sharing!

@waterfordrs22 12 күн бұрын

I’ve got SCHD in one portfolio, DGRO the other. JEPQ is another key position. Half of one is QQQM, half of the other VOO. Throw in some odds and ends I might buy at a good price to see what they do, but they don’t occupy a big percent.

@JP_Dividends 10 күн бұрын

Nice! Sounds like you got a lot of different etf’s spread out.💰

@waterfordrs22 10 күн бұрын

@@JP_Dividends might be more than I need, but they get the job done

@MattMajcan 4 күн бұрын

it seems to me like most of the complaints about schd are from people that dont understand the difference between growth and value stocks

@JP_Dividends 4 күн бұрын

Agreed 100%

@tvlookplay 27 күн бұрын

60 schd 40 dgro. Hope what your saying is true for the next decade but your guess is as good as mine. Lets just hope for the best haha

@JP_Dividends 27 күн бұрын

Nice combo! I might by DGRO sometime this year cause I like their dividend growth. I also hope I’m right but like you said just a guess😂 thanks for the comment!

@AJohnson0325 20 күн бұрын

I’m waiting to dump my schd. I’m not a fan of the core holdings. I have 451 shares I want to sell and put in something else so I’m selling covered calls on it. You’d be better off owning something else. Better to focus on total returns than dividend yield.

@JP_Dividends 19 күн бұрын

Fair Point I 100% get that. I'm 3 years into owning the ETF and still seeing little to no growth so if by year 5 I'm still not seeing much I'm gonna move my position to VOO most likely. Thanks for sharing!

@LoboxCazadoRx 28 күн бұрын

I'm going 99% schd .5% voo and ,5% stag

@JP_Dividends 28 күн бұрын

Nice haha

@JohnJohn-nt9mf 10 күн бұрын

why AVGO was dropped from the SCHD ?? I can't remember why.

@JP_Dividends 10 күн бұрын

@@JohnJohn-nt9mf My understanding is cause “their approach is to select stocks based on the following 4 equally-weighted criteria: 1) Free Cash Flow to Total Debt ratio 2) Return on Equity 3) Indicated Annual Dividend Yield 4) Five-Year Dividend Growth Rate All of these are ranked high-low and then equally weighted based on their scores. As a result, the top 100 ranked stocks are selected to be in the index.” So I think because AVGO’s yield went down a lot due to their share price growth they were no longer in the top 100 mentioned above.

@NoParking121 28 күн бұрын

I like voo better. Not worth the extra risk holding schd, less diversified with more stalwarts in there. (IBM was in there for many years as its top holding).

@JP_Dividends 28 күн бұрын

I also like VOO better which is why I put more into VOO.

@avinashnarine7070 28 күн бұрын

I have voo also; but here is the thing; SCHD and VOO are 2 entirely different ETF that serves a different job based on your investment approach; VOO will give you less dividend but more Growth while SCHD will give you more growing dividend, but lesser overall price appreciation

@jdgolf499 28 күн бұрын

VOO is not in competition with SCHD. They compliment each other, not compete. They are used for different purposes.

@weblogic7723 17 күн бұрын

If we take just a period of 3 months each to reevaluate the rates, even a 3 month treasury give 5+% yield.. so what's the point of schd right now at 3.4% when you can see for yourself it's growth is stalled.

@JP_Dividends 17 күн бұрын

@@weblogic7723 1)because treasury rates will not go up from here while SCHD’s dividend will grow year after year. 2)treasury rates will also go down if the fed cuts rates later this year so the 5% would drop. 3) treasuries don’t give capital appreciation while a dividend growth ETF does long term.

@weblogic7723 17 күн бұрын

@@JP_Dividends That's why i said 3 month period and reevaluate.. schd hasn't appreciated anywhere in last 3 yrs which you showed for yourself.. you can get the 5% yield get out and reevaluate while schd moves sideways. You know for sure it's not going to shoot up like nvda.

@JP_Dividends 17 күн бұрын

@@weblogic7723 the 5% is an annual yield, you won’t get 5% in 3 months you’ll get 1.25%. SCHD does grow long term though and treasuries don’t so I’m gonna hold + the income increases over time.