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What Happened to SCHD?
Published 2 months ago • 2 min read
Here's your weekly helping of interesting investing information and insights.
SCHD used to crush other dividend funds, but it's been struggling lately—if you own it or are thinking about buying it, this article explains what went wrong and whether you should sell or buy more.
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Quote I'm Thinking About
"Everything's amazing and nobody's happy." - Comedian Louie CK
William Green interviewed and introduced us to young fund manager Nima Shayegh. I especially loved his concept of "blown-awayness" when evaluating a company. Examples are Tesla (TSLA) full self driving and Amazon (AMZN) same day delivery.
Do you know what Warren Buffett’s biggest mistake is? Buying Berkshire Hathaway (BRK-B). He committed a major amount of money to a terrible business.
In this fun interview from 2010, he explains why, and the moral of the story is simple: “If you get in a lousy business, get out of it.”
But even Warren admits he’s tempted every now and then to buy “cheap” businesses.
The lesson he shares? “You don’t want to buy things that are cheap.You want to buy things that are good. It’s much better to buy something that’s good at a fair price than something that is cheap at a bargain price.”
It's that time of year when we're flooded with "best of" episodes. This one from Shane Parrish didn't disappoint and my favorite was Bill Belichek on success in life and the NFL and Anthony Scilipoti and how you can't rely on AI...you still have to put the work in.
Disclaimer: This is not investment advice. Do your own research before making any investment decisions.
😁THANK YOU to all who responded to the last newsletter!!
3 Ares Capital (ARCC) | $19.80... One of the best in class Business Development Companies (BDCs) and I feel very comfortable buying below its current net asset value (NAV) of $20.01 per share.
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Each week you'll learn how to be a better dividend investor and follow the journey of a welder with a passion for passive income to $1,000,000 and beyond.
Here's your weekly helping of interesting investing information and insights. Opinion If you've been watching BDCs lately, you saw the chaos last week. Blue Owl halted redemptions on one of their funds, basically telling retail investors "you're not getting your money back on a quarterly basis anymore." Why? Too many people wanted out at once and they couldn't keep up. So they sold $1.4 billion in loans to raise cash and pay investors back. The important part — they got 99.7 cents on the...
Here's your weekly helping of interesting investing information and insights. Opinion SCHD vs SCHG Have you seen what SCHD has done vs SCHG? It's up almost 25% since the calendar flipped to 2026! While SCHG is an ETF that bets on fast-growing tech companies and "the next big thing," SCHD is an ETF that focuses on steady, "old-school" companies that pay out cash to their shareholders every year.This massive flip is happening because investors are getting scared that AI will ruin many software...
Here's your weekly helping of interesting investing information and insights. Opinion Happy Super Bowl Sunday To Those Who Celebrate! 🏈 Can't invest directly in the NFL? No problem! I had my lead researcher work hard on finding the top dividend-paying stocks that let you profit from America's favorite sport: 1. 📺 Comcast (CMCSA) - 4.21% Yield The Super Bowl broadcaster! NBC airs the big game in 2026, 2029, and 2033. Sunday Night Football = #1 primetime show for 13 straight years. 17 years of...
