I buy 1 share of jepq every day the market is open I’m up to 800 shares. Next year I’m going to switch to schd to build that position to1000 shares. Best dollar cost strategy
SCHD outperformed VOO in TOTAL RETURNS in its first 11 years, from 10/17/2011 through 12/31/2022 when SCHD had a total return of 316.19% to VOOs total return of 285.09%.
@ Don't let these people point you in the wrong direction. You can check the numbers on literally any platform, you can back test it from the inception date (2011), forward project it based on the annualized return rate, etc, etc. The fact is dividend ETFs are always outperformed by growth ETFs. 1. Even if you reinvest the dividends it doesn't keep up with the S&P500...and you don't get to keep any dividends. 2. You would need at least 12,000 shares to make $1,000 monthly and that will only cost you $336,000. 3. If you had $336k to invest in a single company, assuming you have others as well, then you probably don't need the $1,000 per month.
I love how you break down JEPQ. I listen to your youtube videos on my hour drive to work. I was wondering if you could do a comparison video of JEPQ vs GPIQ etf`s. Thanks for all your videos and please keep them coming!
I recently split em - $25k SCHG - $16.5k SCHD. I'm currently adding to SCHD until they're at least even in shares, then hopefully there's a 2025 dip, where I'll take $30k in cash "stock shopping." At least, that's the plan.
@@denko44 I didn’t miss the point. The low was December 20 when everyone bailed on value and small cap after the fed meeting reset 2025 rate cut expectations. I hold SCHD in my taxable and IRA.
SCHD is a solid choice for dividend investors, especially in uncertain markets. With its consistent dividend growth and solid track record, it feels like a reliable long-term hold. I’m focusing on ETFs like SCHD to balance growth with stability, especially as we navigate the impacts of rising interest rates.
3:53 pulling in $100K per year on a million dollars held. How? The price of SCHD is relatively flat over the last 4 years and it pays barely above typical inflation, and below recent inflation. What's the math on that? I'm not being sarcastic. How is someone getting 10% and not rapidly going broke in that scenario?
Would it make sense to do 30% or less on dividend stocks? I made a plan for myself, but took a break from it. I'm kinda new to it, but had to reinvest everything from limiting 401k investment mutual funds. I'm thinking 20% Voo, 10%SCHD, 10%SCHG, 10% JEPQ, 12-15% NVDA, some CEG, a tiny bit of Tesla, Amazon, and Pltr. Some REITs, maybe 5%. And maybe some microchip ETFs but since I have NVDA, I'm not sure about the micro ETFs. And maybe some crypto. But also CDs. I think I have too much spread out, but that is what I'm drawn to. Is there too much of a spread there?
I was glad to see UPS was in the SCHD holdings. I think UPS is gonna blow up with a 6.02%ADY. $130 now. $150-$160 at years end is the projection. They lost 16% this year, I believe because they were investing in AI and Pharmaceutical delivery and drone delivery. I think those who invest now will reap the rewards of those that lost a year ago. I may add 50-100 shares for 2025...one possibility.
Thank you Jerry, it's been a tough 4 weeks. I needed this. Love your work and the 5 lb bag of protein on the counter...love it, serious as a heart attack!
I am 1 year away from retirement and have been building a position in SCHD and your comment of "parking 1M in SCHD will net you 100k per year" struck me. How did you arrive at that figure? Seems high to me. If you are right then I'm retiring tomorrow :)
Great question. Go to the Schwab page and look at the PERFORMANCE tab then look at NAV since INCEPTION or the various time frames. www.schwabassetmanagement.com/products/schd
Well: RISK/RETURN, bonds=LOW RISK/LOW RETURN as gold a "safe haven", stocks more risk=MORE RETURNS - PROVEN over 100% years. Only ones should have all/most in bonds are old farts? : ) about to or having retired. CPI, Housing prices, bonds, stocks....just look at the appreciation over 100 years...
SCHD never outperformed VOO. Never. Plus you have to wait 3 months for dividends and rely on fund managers to pick good dividend stocks which you can do on your own
3 months!? Oh no! Nigga, we long term dividend reinvestment investors. At least that's my plan. And there are no active fund managers. It's algorithmic. Get outta here with your Voo-Tang Clan shit. (thought it would be funny to see "nigga" in a financial investors comment thread, LOL)
@ down from a high of 29.15. It’s an ETF with 60 billion dollars of assets. Apple is a 3.4 trillion dollar company that dropped 5% in a single day…. We just have different definitions of what a crash is lol
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SCHD is on the upswing, not crashing., going up since the 9th. Crash was in Dec.
Right? I feel like it’s been doing well the last week or so
yeah stupid click bait
5000 shares and growing of Schd
Same with Schg/Ftec and
Splg!!
Life is Good Jerry!!
Picked up 4100 shares on Dec 19th when it tumbled and 370 shares on Jan 10th when it dipped under $27.
Keep stacking!
Nice. You're going to be glad you did.
SCHD, SCHG , JEPQ for me this 3 been on 🔥🔥🔥🔥🔥🔥🔥🔥🔥
$Schd has been good to me, it’s my double-banger; dividends & growth. I’m adding. Thanks Jerry for the info on $schd, past, present & future.
You're welcome @musclecars4635! 🙏
I needed to hear this. Thank you!
You are so welcome
Got some SCHD and Jepq. 👍
I buy 1 share of jepq every day the market is open I’m up to 800 shares. Next year I’m going to switch to schd to build that position to1000 shares. Best dollar cost strategy
Thank you Jerry! I just bought more, on sale👍. I needed to hear this because I was worried because of the losses.
Glad I could help! 👊
It’s on Sale!
Exactly!
SCHD outperformed VOO in TOTAL RETURNS in its first 11 years, from 10/17/2011 through 12/31/2022 when SCHD had a total return of 316.19% to VOOs total return of 285.09%.
(Jan 1st, 2012 - Dec. 31st, 2024)
*Cumulative Return:* _The total return of each investment over past 12yr period._
SCHD = 370.74%
VOO == 495.64%
SCHG = 748.62%
QQQ == 929.23%
*Annualized Return Avg:* _The yearly avg return on a each investment._
SCHD = 12.66%
VOO == 14.71%
SCHG = 17.88%
QQQ == 19.64%
*Annualized Return Avg:* _When you adjust for inflation._
SCHD = 9.79%
VOO == 11.79%
SCHG = 14.88%
QQQ == 16.60%
@@ElioRose Very helpful i
Thanks go ú
@ Don't let these people point you in the wrong direction. You can check the numbers on literally any platform, you can back test it from the inception date (2011), forward project it based on the annualized return rate, etc, etc. The fact is dividend ETFs are always outperformed by growth ETFs.
1. Even if you reinvest the dividends it doesn't keep up with the S&P500...and you don't get to keep any dividends.
2. You would need at least 12,000 shares to make $1,000 monthly and that will only cost you $336,000.
3. If you had $336k to invest in a single company, assuming you have others as well, then you probably don't need the $1,000 per month.
I love how you break down JEPQ. I listen to your youtube videos on my hour drive to work. I was wondering if you could do a comparison video of JEPQ vs GPIQ etf`s. Thanks for all your videos and please keep them coming!
Great suggestion!
which do you like SCHD or SCHG?
Apples to oranges comparison. SCHD slow, steady, dividends. SCHG = growth.
growth baby
I recently split em - $25k SCHG - $16.5k SCHD. I'm currently adding to SCHD until they're at least even in shares, then hopefully there's a 2025 dip, where I'll take $30k in cash "stock shopping." At least, that's the plan.
Since when did "crashing" apply to an ETF that's up 3.5% in the past 5 days?
Exactly. Clickbait.
You missed the point. Markets have pulled back, we just had a couple green days after the inflation report.
Right now we're able to buy at June 2024 prices. For someone that missed 2024, this is key.
@@denko44 Watch what happens to SCHG on Tuesday...BOOM. The Big 5 seated at Trump's inauguration is gonna re-light a wick.
@@denko44 I didn’t miss the point. The low was December 20 when everyone bailed on value and small cap after the fed meeting reset 2025 rate cut expectations. I hold SCHD in my taxable and IRA.
Can l buy know?
Hi Jerry, curious to know if you are placing PUTS on SCHD or just buying it at the current price ?
SCHD sucks for options. Not enough premium.
Is there any way I can convince you to do a Canadian stock, etf..... video ?
Hello jerry! I know you love JEPQ. I was wondering what your thoughts are on YMAX and YMAG income ETFs???
I’m new to investing but I love this ETF ❤
✌😊👀✔
SCHD is a solid choice for dividend investors, especially in uncertain markets. With its consistent dividend growth and solid track record, it feels like a reliable long-term hold. I’m focusing on ETFs like SCHD to balance growth with stability, especially as we navigate the impacts of rising interest rates.
✌😊👀✔
JEPQ/SCHD
SCHG/SCHD
VGT/SCHD!!!
See the trend? SCHD is the glue that holds everything together!
3:53 pulling in $100K per year on a million dollars held. How? The price of SCHD is relatively flat over the last 4 years and it pays barely above typical inflation, and below recent inflation. What's the math on that? I'm not being sarcastic. How is someone getting 10% and not rapidly going broke in that scenario?
Estimate growth + dividend perhaps.
I had the same exact question. I can only assume he's alluding to the div yield plus a 4 or 5% growth withdrawal.
You are very helpful my friend thnx
Re-configuration in March, right? Nothing to worry about.
Why would someone buy SCHD when one can get risk free 4.3% BIL ETF treasury rates
Because treasury bonds don’t offer growth , just income
🤦🏾♂️
Just bought 50. Hope its better than hawk tua coin. 🤞
😱
This made me laugh out loud at 7:24 AM on a Saturday.
Great video Jerry, I recently started building a position in SCHD. Greetings from Hua Hin 😅
From Hua Hin? We're practically neighbors!
I don't know. I like VUG and SCHG better. They seem to outperform without a dividend. Maybe you could do a vid comparing the three.
Growth ETFs should outperform dividend ETFs most of the time. SCHD is low risk/reward and that's right for some people that want the safety.
Appreciate your sharing
My pleasure
Crashing?
Is this an infomercial?
@@Roosterbate44 🫵🏾🤡
I thought you were just being a dick, but I heard it at 6:50 LOL!
Would it make sense to do 30% or less on dividend stocks? I made a plan for myself, but took a break from it. I'm kinda new to it, but had to reinvest everything from limiting 401k investment mutual funds.
I'm thinking 20% Voo, 10%SCHD, 10%SCHG, 10% JEPQ, 12-15% NVDA, some CEG, a tiny bit of Tesla, Amazon, and Pltr. Some REITs, maybe 5%. And maybe some microchip ETFs but since I have NVDA, I'm not sure about the micro ETFs. And maybe some crypto. But also CDs. I think I have too much spread out, but that is what I'm drawn to. Is there too much of a spread there?
If you are holding long term, buy, buy,buy!!! I love a good sale. Want to build to several thousand shares in my Roth🎉
SCHD will shine when they start lowering interest rates again. I add to SCHD monthly.
its really crashing up 2% this year
I was glad to see UPS was in the SCHD holdings. I think UPS is gonna blow up with a 6.02%ADY. $130 now. $150-$160 at years end is the projection. They lost 16% this year, I believe because they were investing in AI and Pharmaceutical delivery and drone delivery. I think those who invest now will reap the rewards of those that lost a year ago. I may add 50-100 shares for 2025...one possibility.
Your idea of “crashing” and mine are WAAAAAAY different. 😂😂
SCHD is my largest holding and always growing it. :)
Thank you Jerry, it's been a tough 4 weeks. I needed this. Love your work and the 5 lb bag of protein on the counter...love it, serious as a heart attack!
Happy to help. I'm guessing you were in the military?
I have been buying…lots 😊of
😀😎😆
I like doubling my portfolio
SCHD so overly popular via all kinds of UA-camrs. It’s stocks holdings gets extremely expensive or overvalued
SCHD, SCHG, JEPI, DGRO are my go to ETF's. I have more on SCHD.
Nice
👍🏼👍🏼
👊✌
I got over 7k shares of SCHD got my retirement in the bag
😀😎😆
How old are you?
54.
❤
They went up 5 days in a row… missed out :(
Nah... don't look at it like that. You're buying at June 2024 prices right now. Get the F on it.
I recently bought the peak a ex div day
😞
.50 down is called a crash😂 this is just fluff
I am 1 year away from retirement and have been building a position in SCHD and your comment of "parking 1M in SCHD will net you 100k per year" struck me. How did you arrive at that figure? Seems high to me. If you are right then I'm retiring tomorrow :)
It's averaged 10% per year price appreciate...so yes 100k.
Great question. Go to the Schwab page and look at the PERFORMANCE tab then look at NAV since INCEPTION or the various time frames. www.schwabassetmanagement.com/products/schd
Well: RISK/RETURN, bonds=LOW RISK/LOW RETURN as gold a "safe haven", stocks more risk=MORE RETURNS - PROVEN over 100% years. Only ones should have all/most in bonds are old farts? : ) about to or having retired. CPI, Housing prices, bonds, stocks....just look at the appreciation over 100 years...
👊
VanEck has a new Semiconductor ETF - SMHX that is outperforming the more popular -SMH
Thanks. I'll check it out. Always tough to evaluate when an ETF is new.
I am 95% BIL etf, 5% XRMI which buys protective puts. Monthly dividend
SCHD never outperformed VOO. Never. Plus you have to wait 3 months for dividends and rely on fund managers to pick good dividend stocks which you can do on your own
yeah this guy turned into a joke
(Jan 1st, 2012 - Dec. 31st, 2024)
*Cumulative Return:* _The total return of each investment over past 12yr period._
SCHD = 370.74%
VOO == 495.64%
SCHG = 748.62%
QQQ == 929.23%
*Annualized Return Avg:* _The yearly avg return on a each investment._
SCHD = 12.66%
VOO == 14.71%
SCHG = 17.88%
QQQ == 19.64%
*Annualized Return Avg:* _When you adjust for inflation._
SCHD = 9.79%
VOO == 11.79%
SCHG = 14.88%
QQQ == 16.60%
3 months!? Oh no! Nigga, we long term dividend reinvestment investors. At least that's my plan. And there are no active fund managers. It's algorithmic. Get outta here with your Voo-Tang Clan shit. (thought it would be funny to see "nigga" in a financial investors comment thread, LOL)
My cost basis on the position I have is around $25.50 so I'd like to see more of a dip before adding.
SCHD is crashing? Where? Being down 1% in a month is a crash now? 🤣
Look at the 6 month chart. For SCHD, that's a crash.
@ down from a high of 29.15. It’s an ETF with 60 billion dollars of assets. Apple is a 3.4 trillion dollar company that dropped 5% in a single day…. We just have different definitions of what a crash is lol
@JerryRomineStocks thats is not a crash. Stop the clickbate 😅😅
People ditching SCHD for bonds reminds me of those who sold Bitcoin at $1,000... 🫠 Short-term thinking kills long-term wealth!