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SCHD
Posted on 3/4/25 at 4:17 am
Posted on 3/4/25 at 4:17 am
Anyone here hold it? Or not? What are your thoughts ?
Seems like a sweet deal to me. 3.7% dividend and the stocks are all blue chips so the share price can continue to grow. Something like 12% per year total return each of the last 10 years. Tracks the Dow Jones Dividend 100, so all companies have at least 10 years of dividend history plus growing dividends. Coke, Pepsi, Pfizer, and Chevron are some of the stocks.
I’m about 15% SCHD, 10% Vanguard Large Cap Value Fund that pays alright dividends. The rest S&P 500, VTSAX, small caps and some international that also pays close to 4% dividends.
This finance professor is pretty bullish n SCHD
Seems like a sweet deal to me. 3.7% dividend and the stocks are all blue chips so the share price can continue to grow. Something like 12% per year total return each of the last 10 years. Tracks the Dow Jones Dividend 100, so all companies have at least 10 years of dividend history plus growing dividends. Coke, Pepsi, Pfizer, and Chevron are some of the stocks.
I’m about 15% SCHD, 10% Vanguard Large Cap Value Fund that pays alright dividends. The rest S&P 500, VTSAX, small caps and some international that also pays close to 4% dividends.
This finance professor is pretty bullish n SCHD
This post was edited on 3/4/25 at 4:24 am
2
Posted on 3/4/25 at 5:41 am to SaintsTiger
It's one of the best dividend funds in my opinion. Combination of a good yield and low expense ratio makes it a must for me. I hold some in my portfolio and buy it periodically.
Posted on 3/4/25 at 6:08 am to dlmast87
The dividend last month dropped to its lowest payout since around 2016. What’s that about ?
Posted on 3/4/25 at 7:11 am to Stamps74
are you looking at it as a cents per share or as a percentage yield? There was a 3-1 split last fall. The yield per share has been pretty consistent.
Posted on 3/4/25 at 7:39 am to dlmast87
There was a thread a few months ago comparing the dividend funds. I ended up with utilities VPU and REITs VGSLX. It’s been like watching paint dry. I think I’m up 2% on one and down 2% on the other.
Posted on 3/4/25 at 7:59 am to lsuconnman
I missed that one. Why did you pick those funds?
I’m in about 25 individual REITs which I believe are undervalued. Holding for the medium term until interest rates drop and the share prices shoot up. Get 6 to 10% dividend yields while I wait
I’m in about 25 individual REITs which I believe are undervalued. Holding for the medium term until interest rates drop and the share prices shoot up. Get 6 to 10% dividend yields while I wait
Posted on 3/4/25 at 8:08 am to SaintsTiger
Ya'll really love those dividends. I hate the forced distribution and tax drag but to each there own. I'll keep choosing when/if I want to realize a gain.
Posted on 3/4/25 at 8:16 am to TorchtheFlyingTiger
quote:curious the age of the folks that are all about some dividends
Ya'll really love those dividends
Posted on 3/4/25 at 8:42 am to SaintsTiger
It was simplicity because I’m with vanguard, and providing power to feed data centers seemed like a no brainer at the time, and the REIT increasingly just seems like poor decision making.
I think the other fund discussed was JEPI.
I think the other fund discussed was JEPI.
Posted on 3/4/25 at 9:19 am to SuperSaint
67. Retired at 59.5
You switch to an income focused portfolio at some point..
I run a 65-35 ( bonds) portfolio.. my 65 percent is is about 30 percent ( of the 65 percent)… focused on dividends.. yield attempt of 4 or greater.. consist of dividend kings yielding over 4 percent mixed with others like reit that give more but a little more risk..
The other 70 percent of of my stock portion ( again 65 percent of total portfolio ) is in simple sp index fund .. but only yielding about 1.7 dividends for US and 2.6 for international.
I actually will draw down the bonds portion as I age depending on interest rates.. maybe put in some more dividend kings etc.. depends on bond yields versus stock dividends yields.. I have lived through bond yields from double digits to basically zero..
Live off interest and dividends..
When young just chase growth .. imo..
When older I want a steady yield amount to enjoy life and not worry about ups and downs and a few years of stagflation.. decrease.. my stocks may go down but yields go up ( hopefully)..
Not having an external paycheck makes you rethink things..
You switch to an income focused portfolio at some point..
I run a 65-35 ( bonds) portfolio.. my 65 percent is is about 30 percent ( of the 65 percent)… focused on dividends.. yield attempt of 4 or greater.. consist of dividend kings yielding over 4 percent mixed with others like reit that give more but a little more risk..
The other 70 percent of of my stock portion ( again 65 percent of total portfolio ) is in simple sp index fund .. but only yielding about 1.7 dividends for US and 2.6 for international.
I actually will draw down the bonds portion as I age depending on interest rates.. maybe put in some more dividend kings etc.. depends on bond yields versus stock dividends yields.. I have lived through bond yields from double digits to basically zero..
Live off interest and dividends..
When young just chase growth .. imo..
When older I want a steady yield amount to enjoy life and not worry about ups and downs and a few years of stagflation.. decrease.. my stocks may go down but yields go up ( hopefully)..
Not having an external paycheck makes you rethink things..
Posted on 3/4/25 at 9:24 am to SuperSaint
quote:
SCHD
Morningstar only gives it 4 and not 5 star rating for some reason.
Posted on 3/4/25 at 9:52 am to SaintsTiger
SaintsTiger, can you name some of the best ones you are holding?
Posted on 3/4/25 at 11:08 am to Nachomama
quote:
SaintsTiger, can you name some of the best ones you are holding?
My top 5 by weight are Camden Property Trust, VICI Properties, Healthcare Realty Trust, Ourfront Media Inc, and EPR Properties
I'm no REIT guru by any stretch, but this dude Jessi is and has a newsletter and info service showing his portfolio and trades. High Yield Landlord Website Also has a YoutTube channel where he analyzes pros and cons of certain REITS. I signed up for the free trial through Seeking Alpha to get access to his portfolio. Then cherry picked 30 or so based on how far below net asset value the stock price was deemed to be trading at; stated risk level; discount to what he said was the fair market value; and dividend yield. Then from there read up on each stock, pruned the ones that didn't make sense to me, and bought the rest.
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