SCHD is a preferred holding (30% allocation) due to strong recent performance (~27% gain) and solid dividend yield (~3.5%).
Bullish
“Once Your Portfolio Hits THIS Number, Saving More Barely Matters”
Investing Simplified - Professor GPublished Sep 7 · 2 passages
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SCHD has risen by nearly 27% over the past year. Therefore, this is my preferred option, as it distributes profits of approximately 3.5%, and I will allocate 30% of my portfolio to it.
good exchange-traded funds like SCHDs that contain strong companies paying dividends, not only were those companies paying good dividends, but were actually raising their dividends during that time for most companies.
What this channel has said about $SCHD
Investing Simplified - Professor G has 2 calls on this stock; only the adjacent ones are shown.
2026-09-12Bullish
But then to keep the portfolio a bit safer and less volatile, especially as you get closer to retirement and definitely in retirement, you want something lower volatility and very much recessionproof. And that's where something like SCHD or a highly value ETF comes in.
Quote at 01:49 ›2026-09-07BullishThis one
SCHD has risen by nearly 27% over the past year. Therefore, this is my preferred option, as it distributes profits of approximately 3.5%, and I will allocate 30% of my portfolio to it.