Dividend Stockpile

All About SCHD - w/ Craig "SCHD STAN"

Jan 31, 2025
Discover the journey of a passionate investor and the allure of SCHD as a top choice for dividend income. Unpack predictions for SCHD’s future performance against the S&P 500 and explore potential dream stocks to add. Delve into the advantages of low expense ratios and the strategy of selling covered calls, weighing the risks and rewards. Learn how SCHD's stability acts as a shield in volatile markets and why it's considered a foundational investment for many. Join in on the excitement surrounding this powerhouse fund!
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ANECDOTE

Craig's Investing Journey

  • Craig wasn't into stocks until later in life, initially using retirement accounts.
  • Inspired by his father's advice and a book by Anthony Robbins, he started self-investing in 2018.
INSIGHT

SCHD's Appeal

  • SCHD offers a balance of growth, value, and safety, similar to the S&P 500 but with dividends.
  • It provides a good balance of yield, growth, and dividend growth, making it appealing for long-term investors.
INSIGHT

SCHD's Methodology

  • SCHD's methodology focuses on quality and fundamentals, not just high yield.
  • This approach results in a balanced portfolio with consistent dividend growth.
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