Investing Simplified - Professor G on $SCHD (Nov 7, 2026)
Add SCHD in particular as part of the three-fund portfolio: it has risen more than 30% this year while the S&P 500 and Nasdaq 100 lagged far behind, and it is a main driver, with Berkshire Hathaway, of his portfolio's roughly 20% gain this year versus 10 to 12% or less for most portfolios.
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Make sure you implement the three-fund portfolio I always talk about, and in particular add the SCHD fund. But if you look at SCHD’s performance from 2023 to 2026, you’ll find it was completely stable, so nobody listened.
Now, the SCHD has risen by more than 30% this year, while other major indices such as the S&P 500 and Nasdaq 100 have lagged far behind. My three-fund portfolio has performed amazingly over the past three years when everything was on the up, and even this year, while most portfolios are achieving returns of 10 to 12% or less, my portfolio has risen by about 20% thanks mainly to SCHD and Berkshire Hathaway.
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Investing Simplified - Professor G has 7 calls on this stock; only the adjacent ones are shown.