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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (15607)4/9/2025 2:16:30 PM
From: eaglebear1 Recommendation

Recommended By
chowder

   of 21917
 
his portfolio has a large position in SPY, more than 25% of the portfolio value. I'm looking at 26.5% of the portfolio value with a market value of $104,794.

Chowder I made a play portfolio when we started our Club Portfolio of ETF's. That was 12/2019. Over that period till now VIG has produced more TR but SCHD has had faster dividend growth. VIG might be a better alternative for growth and fewer dividends if held in a taxable account if that is a concern. Did you consider VIG? Just a suggestion. Seems both would be good. I own SCHD but not VIG myself personally.
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