SCHD remains a core long-term holding; recent rebalancing and price dip are viewed as opportunities to continue buying.
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Most importantly, I'll go quickly over the rebalancing of my SPMO and SCHD funds because they were very significant changes . For me, both SCHD and SPMO were at the top of my list of interests.
Now, let's move on to the SCHD fund. Once that happened, I passed the news on to my own group at school. SCHD has just undergone its third-quarter rebalancing, and there are certainly some notable sector shifts that you should keep in mind.
Therefore , this rebalancing is not as crazy as something like SPMO. It's still noteworthy, and good to be aware of , but it hasn't changed my thinking about SCHD and its place within your portfolio.
For me, this is another average dollar-cost investment that I make every month, whatever the circumstances, within my portfolio.
This is ultimately why the SCHD fund has declined slightly over the past two weeks, and frankly, this is why I'm happy to continue buying it, because for us as long-term investors, this is a great time to invest heavily while everyone else is moving towards something else in the short term.
What this channel has said about $SCHD
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