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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (15607)4/9/2025 9:08:19 AM
From: KeithX1 Recommendation

Recommended By
chowder

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I was looking to add diversity in my youngest daughter’s IRA (which is invested in VOO and SGOV) and looked at SCHD versus VOO in Y charts. VOO outperformed SCHD in all cases except for year-to-date, so I did not add it. She is only 31, so dividends aren’t a goal at this time (but SGOV has paid over 4% since we added it in February of last year and it has virtually no downside risk as long as Treasuries keep paying dividends and interest). fwiw
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