How Dividendology’s view on $SCHD changed

2026-09-09Bullish
“I Just Bought 2 Undervalued Dividend Growth Stocks!”
SCHD serves as an effective hedge against high-growth tech exposure because its methodology enforces annual valuation resets, maintaining attractive discounts relative to the S&P 500.

However, what many overlook is that the real bubble, at least in the AI race, will not be in the price, but in the decline in potential earnings growth . I have seen many people refer to this, but it is still misunderstood.

However, my wallet is designed for such an event for several reasons. Firstly, the core assets in my portfolio continue to increase dividend payouts regardless of market conditions.

This means that the amount of income I receive from dividends continues to grow monthly . In some cases, this is a good thing, because it allows me to reinvest dividends at lower prices, enabling me to buy more shares and thus increase my dividend income at a faster pace.

But my portfolio is protected not only in this way, but also because it forms its main pillar, SCHD, which represents about 40% of my portfolio.

2026-08-13Bullish
2026-08-05Bullish
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