Bristol-Myers

BlackRock

Cisco Systems

Chevron

Home Depot

Verizon

Texas Instruments

Altria

Lockheed Martin

Schwab US Dividend Equity ETF

SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.

Apple

Ares Capital

iShares Core High Dividend ETF

Main Street Capital

Realty Income Corp

Visa

In today's article, I will demonstrate how to strategically distribute the amount of $100,000 across 2 ETFs and 5 individual companies. The portfolio achieves a reduced risk level by minimizing company-specific and sector-specific concentration risks, and by predominantly featuring large-cap value companies.

Strategically Building A $100,000 Dividend Portfolio With Only 2 ETFs And 5 Stocks

The Schwab U.S. Dividend Equity ETF has outperformed the market over the long run, with a 197% total return over the past 10 years. SCHD provides broad diversification into quality dividend growth stocks without the need for individual stock picking. It has a reasonable portfolio weighted-average PE ratio, pays a meaningful yield, and is well-diversified across sectors, making it an attractive option for investors seeking income and growth.

SCHD: Why Pick Stocks When You Can Buy This ETF?

The Schwab US Dividend Equity (SCHD) ETF stock price has staged a strong recovery recovery in the past two months as US equities recover. The ETF, which is widely followed by income-focused investors, has jumped by more than 14% from its lowest point in November.

SCHD ETF formed a golden cross: here's what I'd play it in 2024

Alerian MLP ETF

Algonquin Power & Utilities

Atlantica Sustainable Infrastructure

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Corp

Enterprise Products Partners

Energy Transfer LP Unit

NextEra Energy

NuStar Energy

Vanguard Dividend Appreciation ETF

There are a surprising number of high yield, relatively low-risk dividend growth stocks available right now. We share our filter to ensure that we are finding quality dividend stocks. We also share some of our favorite picks of the moment.

8-11% Yields: Undervalued, Relatively Low-Risk Dividends For January 2024

The Schwab U.S. Dividend Equity ETF has underperformed in 2023, but its fortunes may shift in 2024. Falling interest rates may make dividend stocks more attractive compared to fixed-income securities. SCHD's exposure to macro-sensitive sectors and potential for increased dividend payouts support a "Buy" recommendation.

SCHD: Why This Loser Of 2023 May Transform Into 2024's Winner

EPR Properties

Park Hotels & Resorts

Wall Street is overly concerned about the hotels in Park Hotels & Resorts' portfolio that cater to business travelers.  The Schwab U.S. Dividend Equity ETF owns more than 100 high-quality, high-yielding dividend stocks.

3 High-Yield Stocks to Buy for 2024 and Beyond

On January 9, 2024, Howard Marks issued a memo called "easy money", providing his stance and opinion on the future trajectory of interest rates. Against this backdrop and the market's consensus, I assess SCHD and JEPI (as a proxies of equity income plays) to determine if there is an inherent merit in investing in these ETFs. In the article, I have elaborated on SCHD and JEPI's strengths and weaknesses, justifying my opinion on why SCHD is a better dividend income play at this moment.

Buy SCHD Over JEPI If You Agree With Howard Marks Recent Memo

iShares Core Dividend Growth ETF

Robinhood

ProShares UltraPro Short QQQ

In Part 2, I spoke about Uber, Coupang, and Ethereum. This is a list I usually make for myself each year, although not with the clever title.

24 Assets to Invest in for 2024: Part 3

AbbVie

American Tower

BlackRock Science & Technology

Central Securities

Enbridge

Intuit

JPMorgan Equity Premium Income ETF

Barings Corporate Investors

Medtronic

MPLX

Morgan Stanley

Microsoft

NXP Semiconductors

PepsiCo

Parker-Hannifin

Regions Financial

Cohen & Steers Quality Income Realty Fund

Columbia Seligman Premium Technology Growth Func Inc

We outline an Income Strategy for creating a self-sufficient portfolio for retirees and income-focused investors with $1 million to generate a life-long income stream. We explain the benefits of generating income through dividends and distributions rather than selling shares for capital gains. We compare the results of backtesting an income strategy with index investing for the past 24 years, starting from the year 2000.

How To Invest $1 Million In Retirement For Life-Long Income

Schwab U.S. Dividend Equity ETF underperformed in 2023, returning 2.9% compared to the S&P 500's 24%. Dividend stocks have historically been long-term winners despite occasional underperformance. SCHD offers stability, a 3.6% distribution yield, and a value-focused approach, making it a compelling choice for investors in 2024 and beyond.

SCHD: A Buffett-Style ETF For 2024 And Beyond

Invesco S&P 500 High Dividend Low Volatility ETF

Warren Buffett said that passive income snowballs are the key to financial independence. ETFs can be a great vehicle for building a passive income snowball. We compare two popular dividend ETFs and share our take on which one makes for a better passive income snowball.

SCHD Vs. SPHD: Only One Is A Worthy Passive Income Snowball

iShares U.S. Real Estate ETF

iShares Preferred and Income Securities ETF 

SPDR S&P Dividend ETF

SPDR S&P 500 ETF Trust

Dividend income can help support those in retirement, but it can also be used to simply buy more shares of stock. ETFs are essentially funds that trade like stocks.

These 7 Dividend ETFs Are a Retiree's Best Friend

Early last year, I thought SCHD would underperform the S&P500. This has played out as SCHD made negative alpha vs S&P500 of 8.53%. But now I am bullish SCHD. I like SCHD's relative underweights vs SPY in: a) Technology due to its premium valuations b) Payment Processing due to decelerating growth c) Retail as that is yet to rebound. I like SCHD's relative overweights vs SPY in: a) Asset Management & Custy Banks as I anticipate higher activity b) Soft Drinks & Beverages due to strong growth prospects.

Changing My Stance And Loading Up On SCHD

Advanced Micro Devices

Amgen

Amazon

ASML Hld

Broadcom

Blackrock Inc

FactSet Research Systems

Alphabet

Lowe's

Mastercard

Merck

MSCI

NVIDIA

Prologis

Invesco QQQ

Tesla

How To Build A Dividend Growth Portfolio As A 'Young Investor' With $100,000

Dividend investing combines steady income with long-term growth, making it a resilient strategy. The JPMorgan Equity Premium Income ETF (JEPI) and Schwab U.S. Dividend Equity ETF (SCHD) are popular options for dividend investors. JEPI offers lower volatility, higher dividend yield, and better risk-adjusted returns compared to SCHD.

JEPI Vs. SCHD: One Is Good, But The Other Is Better

SCHD has the best combination of quality, dividend yield, and dividend growth among nearly 1,000 U.S. Equity ETFs I analyze. But 2022-2023 was disappointing, and SCHD became a bottom-quartile performer. The primary reason was weak growth, and that might not change soon. Earnings revisions are relatively weak, and my evaluation across the ETF universe indicate analysts still favor growth stocks. Still, SCHD is a long-term hold because it's a high-quality fund. Its market-cap weighting scheme drives this, as does its quality and dividend-based composite score.

SCHD: 2023 Was Tough, But This High-Quality Dividend Fund Should Rebound In 2024

ProShares Bitcoin Strategy ETF

Pacer US Cash Cows 100 ETF

VanEck Morningstar Wide Moat ETF

2023 was a strong year for American and some European equities. In the US, the closely-watched S&P 500, Nasdaq 100, and Dow Jones ended the year at their all-time highs.

MOAT, COWZ, SCHD, SPY, QQQ, BITO: SWAN portfolio for 2024

2023 saw robust growth in the stock market, led by the Information Technology and Communication Services sectors. Wall Street firms have mixed forecasts for 2024, with some expecting the S&P 500 to climb over 10% and others predicting a fall of over 10%. The Schwab U.S. Dividend Equity ETF underperformed in 2023 but is expected to perform better in 2024 due to its diversified portfolio and strong dividend yield.

SCHD: Will 2024 Be The Year Of Redemption?

Vanguard Real Estate ETF

Vanguard S&P 500 ETF

A low-cost S&P 500 ETF like the one Vanguard offers can ensure you'll match the market's long-term performance. A dividend-focused ETF can help build an income stream without depending on any one stock.

3 Top ETFs I'm Planning to Buy Hand Over Fist in 2024, Despite All the Cheap Stocks on My Radar

Agree Realty

What exactly is "the good life"? I think we see an example of it in the classic film, "It's A Wonderful Life." We tend to misjudge what will make us lastingly happy and result in achieving the good life. The elements of the good life include strong relationships, healthy diet, lifelong learning, time in nature, meaningful work, generosity, physical exercise, spirituality, and gratitude.

Investing In The Good Life

VanEck Vectors BDC Income ETF

SPDR Gold Trust

ALPS Active REIT ETF

iShares Silver Trust

Virtu Financial

Utilities Select Sector SPDR Fund

Successful dividend investing requires proper diversification, not just picking stocks. Broadly diversified ETFs may not be enough for sufficient diversification, or at least may meaningfully underperform an intelligently weighted portfolio. We share three undervalued and high-yielding dividend stocks that are expected to thrive amidst the shifting macroeconomic and geopolitical landscapes expected to unfold in 2024.

3 Top High-Yield Dividend Stocks For 2024

ABM Industries

Franklin Resources

Morningstar

Royal Gold

ABM Industries extends its 56-year streak of dividend increases with a 2.3% increase.

5 Upcoming Dividend Increases To Start 2024, Including A Dividend King

Schwab U.S. Dividend Equity ETF™ has underperformed the S&P 500 due to investors overpaying for core dividend stocks. Top holdings in the portfolio, including tech stocks and soda companies, have limited growth and inflated valuations, leading to subdued performance. The SCHD ETF dividend yield has rebounded to around 3.5%, improving the odds of better returns in 2024.

SCHD: Too Loved In 2023

The markets have been strong this year amid hopes of improving economic conditions next year. Consumer debt, however, is a growing problem and could be a ticking time bomb for the economy.

1 Concerning Number That Could Threaten to Derail the S&P 500's Rally in 2024

iShares Select Dividend ETF

Many investors lack the time to meticulously select a wide range of individual companies. However, this is a crucial step in achieving an extensive portfolio diversification and reduced risk levels.

Strategically Building A $50,000 Dividend Portfolio With Only 3 ETFs And 3 Stocks

News for Schwab US Dividend Equity ETF ETF (SCHD)