They just can't keep up with a fast-changing market by reconstituting it yearly. They could do much better if it was reconstituted quarterly. However, then you have the issue of the dividend's timing.
The weightings are rebalanced quarterly. It's actually even slower than every year because stocks which would fall out of the index can still stay as long as they are within the first 200 stocks that meet the criteria.
I like this thought process for a video. Assessment on the index factor approach. I'd like to see more like this in the future.
If I wanted to put $1 million in the SCHD would that be a good decision to just leave it there and receive the dividends and let the fund grow
They just can't keep up with a fast-changing market by reconstituting it yearly. They could do much better if it was reconstituted quarterly. However, then you have the issue of the dividend's timing.
The weightings are rebalanced quarterly.
It's actually even slower than every year because stocks which would fall out of the index can still stay as long as they are within the first 200 stocks that meet the criteria.
Another great video as always Joe, thanks for taking the time to compile all of this information, much appreciated!
With the stock market up high as much as it is, I'm hesitant to keep purchasing this fund, or wait until a drop?
Nice work Joe; yes anxious for the analysis after the reconstitution!!
Thanks.
Nicely done Joe 👍🏻
Great video
I really enjoyed the video!!
nice work
My wife says I’m always a poor performer 😢 😂 ❤
But what does your girlfriend say?
Wow u really deep dove
First non bot comment….
What, no financial wizard, Ms Blahblahblah that’s going to make me a quadrillion dollars in a week?😮
Exactly what a bot would say! 👀🤖
@@byzurithey're evolving!
It's a miracle
I'm still DCA'ing