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Strategies & Market Trends : Young and Older Folk Portfolio
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To: Max2.0 who wrote (21687)10/29/2025 12:21:30 AM
From: QTI on SI8 Recommendations

Recommended By
chap107
chowder
FactFree
Jacob Marley
LCES

and 3 more members

   of 21700
 
Re. I was real happy with SCHD for a number of years and then they seemed to underperform the last year or two. My Mantra is to refrain from reacting to short term stuff.

I believe they started to underperform after the rebalance, removing stocks like AVGO. This one position may have caused SCHD its performance (even though only 4% of the holdings). If and when the AI bubble bursts, SCHD may recover and provide some stability? So, keeping SCHD as a hedge for bubble burst, at least for now. Earlier this year, I started to slowly replace SCHD with DGRO and so far it seems to be working.

Chart to compare common dividend ETFs with SCHD (warning: it's depressing):

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