"But even when SCHD isn't outperforming, I'm still earning a great solid dividend, one that continues to grow. And that's why I think we need to start entering SCHD. SCHD is a long-term position for me. And based on all that, I continue to believe we're going to have a shaky November, and I think we could have a very shaky 2026. So, for me, I'm going to continue to hold SCHD in my portfolio."
The speaker explains that despite SCHD's relative underperformance compared to tech-heavy indices, its diversification and strong, growing dividend make it a defensive, long-term holding. He emphasizes SCHD's role in stabilizing a portfolio during economic rotations and expresses high conviction in keeping it as a top position.
Is Now the Time to SELL SCHD?
Mark Roussin, CPA
November 8, 2025
Company Opinion