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Strategies & Market Trends : Young and Older Folk Portfolio

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From: QTI on SI	10/19/2025 6:11:39 PM
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Re. Keep the SCHD and move to DGRO/QQQ/FTEC playbook — it materially improved returns when you made that rotation. Look at the chart below. SCHD has been mostly flat since April. Gradually, moving out of SCHD has been a good move so far, but I'm wondering if there is anything on the horizon that could cause a reversal in SCHD's perf by end of the year? I still have about 3% by MV of SCHD in an IRA and wondering if I should leave it alone or continue trimming per the playbook?

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