SCHD

How Does SCHD Fare Vs. The SPY And Other Yield Plays? (Archive)

SCHD’s sector tilts, valuation, and technicals leave it trailing SPY, despite attractive yield-focused alternatives.

Why SCHD May Lag SPY (Archive)

SCHD’s tech underweight and bank overweight create a macro setup favoring SPY instead.

Playing Defense With SCHD (Archive)

Defensive SCHD positioning targets alpha via value, banks and underweight tech in recession.

Changing My Stance And Loading Up On SCHD (Archive)

Changing my stance as SCHD’s valuation, exposures and risk-reward skew turn compelling.

Why I Think JEPI Will Outperform SCHD (Archive)

JEPI’s portfolio better reflects my macro views than SCHD’s, especially on energy.

SCHD: Annual Portfolio Refresh Won't Help (Archive)

SCHD’s looming energy overweight risks turning dividend strength into cyclical performance drag.

SCHD: The Alpha Party Is Over (Archive)

SCHD is less defensive than many dividend investors might initially assume.