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Post by archer on Mar 18, 2023 4:38:20 GMT
I can't view the article, but I see from PV that financials are its largest sector, over 20%.
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Post by bizman on Mar 18, 2023 4:49:59 GMT
I can't view the article, but I see from PV that financials are its largest sector, over 20%. Since the start of the year, I have reduced my allocation to SCHD to 20% of equities, from over half. Still a substantial position, but less outsized.
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Post by archer on Mar 18, 2023 5:01:52 GMT
JEPI holds about the same % financial, but hasn't fallen as much during the current banking problems.
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Post by FD1000 on Mar 18, 2023 13:31:18 GMT
JEPI holds about the same % financial, but hasn't fallen as much during the current banking problems. Basically the article says that financial will stay about the same + changes in general will be minimal. or Use SPY/VOO or Just follow the markets BTW, I never paid for seekingalpha.com, it opens for me...or...use private windows, each browser call it differently(TOR in Brave, incognito in Chrome)
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Post by archer on Mar 18, 2023 14:07:14 GMT
JEPI holds about the same % financial, but hasn't fallen as much during the current banking problems. Basically the article says that financial will stay about the same + changes in general will be minimal. or Use SPY/VOO or Just follow the markets BTW, I never paid for seekingalpha.com, it opens for me...or...use private windows, each browser call it differently(TOR in Brave, incognito in Chrome) Thanks for summarizing the article. I have Chrome, Safari, and Firefox but neither of them break the paywall. For some reason copy>paste in Chrome incognito doesn't work for me either.
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rb
Ensign
Posts: 2
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Post by rb on Mar 21, 2023 16:17:57 GMT
The new SCHD exposure to regional banks is only supposed to be 1.13%
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Post by FD1000 on Mar 22, 2023 0:12:05 GMT
The new SCHD exposure to regional banks is only supposed to be 1.13% All/most of the banks and the financial category went down dramatically in the last downturn.
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Post by bobfl on Apr 15, 2023 1:59:38 GMT
The new SCHD exposure to regional banks is only supposed to be 1.13% All/most of the banks and the financial category went down dramatically in the last downturn. True. But since this post, quality bank debt is up about 7%. Since Jan 4th, up 12.74%.
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Post by habsui on Apr 15, 2023 16:29:18 GMT
Also, as was pointed out over a year ago, due to different criteria used, VYM has a good chance of outperforming SCHD in the current environment.
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Post by chang on Apr 15, 2023 18:55:36 GMT
SCHD has been a favorite of M* for many years, possibly going back to the days of its "Picks and Pans". Partly, I believe, on the strength of its low expense ratio. I bought it somewhere between 5 and 10 years ago, as a diversifier to VIG. I still have both positions, and have never sold a share. While they aren't "sleep easy" investments, they are easy to hold for a LT, B&H investor. Both are in taxable, while similar, actively managed funds like VG Windsor I & II and Dividend Growth are in tax deferred.
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Post by mattm on Apr 15, 2023 19:37:11 GMT
FWIW M* just upgraded SCHD to Gold.
I personally don’t choose my investments based on their ratings, but it might be something to consider and maybe help confirm your DD.
I do own a fair share of SCHD but just started accumulating about a year or so ago. Little late to the party, I guess.
I’ve paired it with FNDX (Schwab fundamental). It’s not a “dividend” etf but it appears to be a decent compliment.
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Post by steadyeddy on Apr 16, 2023 22:58:19 GMT
SCHD is a favorite for many - and its AUM shows the popularity.
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Post by yogibearbull on Apr 16, 2023 23:17:28 GMT
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