SCHD: Is There Life After Broadcom?
The article discusses the Schwab U.S. Dividend Equity ETF (SCHD) following its recent underperformance after dropping Broadcom in its 2024 rebalance. It highlights SCHD's core strength in its sustainable, above-market dividend yield but notes its concentration risk and sensitivity to macro conditions. The author rates SCHD as a "BUY" for long-term income portfolios, suggesting it be complemented with VOO and VYMI for a balanced approach to capital appreciation and yield.
https://seekingalpha.com/article/4858309-schd-is-there-life-after-broadcom