BIG Changes For SCHD (My Top Dividend Stock ETF) скачать в хорошем качестве

BIG Changes For SCHD (My Top Dividend Stock ETF)

SCHD, my favorite dividend ETF, just went through some major changes (via their annual reconstitution). I'm excited to cover these changes, and how they impact my own dividend stock investing strategy. #schd #etf #dividends Timestamps: 0:00 INTRODUCTION 0:30 SEGMENT 1: SCHD RECONSTITUTION 1:14 Analysis: Overlap With My Portfolio 2:02 10 of the 100 positions overlap with my existing portfolio. These comprise about 29.34% of SCHD. 2:33 SCHD brings huge diversification to my portfolio. 3:18 THE NEW POSITIONS POST-RECONSTITUTION 3:40 Overlap positions: CVX, ABBV, KO, MO, etc. 3:48 Non-Overlap positions: COP, BMY, VZ, AMGN, MRK, CSCO, TXN, LMT, etc. 4:24 SEGMENT 2: SCHD ETF RECONSTITUTION SLIDES 4:33 SLIDE 1: What is behind this reconstitution? 5:00 I respect the algorithm. Dow Jones US Dividend 100 Index. 5:35 SCHD algorithm does the selling (and buying) behind-the-scenes. 5:53 Cash flow to total debt, return on equity, indicated dividend yield, 5-year dividend CAGR 6:16 SLIDE 2: Key metrics pre-reconstitution and post-reconstitution 6:28 Free cash flow dividend by debt increased (this is great) 6:40 ROE dipped a little 6:48 Dividend yield dipped a little 7:09 Dividend growth increased (which is great) 7:22 I believe dividends with grow over time. (I trust in the algorithm.) 7:57 SLIDE 3: Additions and Deletions (Big additions in energy, big deletions in financials) 9:04 SLIDE 4: Categories Analysis (Energy went from 12.2% to 21.0%) 9:28 I want diversification in the categories in which my individual portfolio has lower portfolio. 9:57 I wish consumer staples did not jump as much (I already have these in my individual stocks). 10:26 Financials (from 17.2% to 8.5%) 10:46 Over long periods of time, SCHD and The Dow Jones US Dividend 100 Index have performed GREAT. 11:17 SEGMENT 3: MY RECENT SCHD BUY ORDERS 11:23 Check the pinned comment below for my Patreon. 11:45 Momentum in my buy orders. 12:30 11.44% 5-year dividend CAGR. 12:50 The history shows me the dividend keeps increasing over time. 14:22 It's more difficult to analyze the dividend due to the reconstitution and rebalances. I like to zoom out. 15:23 SEGMENT 4: WHY I LOVE SCHD (FOR MY PERSONAL SITUATION) 15:30 The algorithm does what I’m not willing to do. 15:47 Instant diversification. 16:00 Low portfolio overlap (~30%). 16:09 Hands-off passive investing. 17:00 Perfect combination (for me) of good starting yield, dividend growth, tax structure, and risk level. 17:19 IT'S DIFFICULT TO BEAT THE PERFORMANCE 17:23 My portfolio vs. SCHD 17:48 If I bought my entire portfolio as-is, I would likely underperform SCHD. 18:08 KEY CAVEAT: I don't buy my entire portfolio as-is, as a basket. I buy the individual stocks when they are on-sale. 18:38 I need to remind myself: I like to buy individual stocks when they are on deep discount. 18:52 Example: I bought Altria (MO) at $40.19 in December, 2023. I’m up 46% and I'm yielding 10% on-cost. 19:53 Where am I going with SCHD? 3.36% of my portfolio right now. Headed into my top 5, then my number 1 position. 20:44 DISCLOSURE AND DISCLAIMER DISCLOSURE: I am long SCHD, Chevron (CVX), AbbVie (ABBV), Coca-Cola (KO), Altria (MO), PepsiCo (PEP), Home Depot (HD), Kimberly-Clark (KMB), General Mills (GIS), Pfizer (PFE), and Bank of Hawaii (BOH). I own this ETF and these stocks in my personal dividend stock portfolio. My wife is long Target (TGT). My kids are long Hershey (HSY). DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site. Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer. COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.