How Investing Simplified - Professor G’s view on $SCHD changed

2026-09-26Bullish
“🚨 Stock Market is Set to Do the UNTHINKABLE”
SCHD remains a core long-term holding; recent rebalancing and price dip are viewed as opportunities to continue buying.

Most importantly, I'll go quickly over the rebalancing of my SPMO and SCHD funds because they were very significant changes . For me, both SCHD and SPMO were at the top of my list of interests.

Now, let's move on to the SCHD fund. Once that happened, I passed the news on to my own group at school. SCHD has just undergone its third-quarter rebalancing, and there are certainly some notable sector shifts that you should keep in mind.

2026-09-22Bullish
“Best 3 ETF Portfolio Buy & Hold FOREVER (BEST Simple Investing)”
SCHD is the preferred dividend fund for long-term holding given its low volatility (beta ~0.69), growing dividends, and downside protection.

For this reason, I want a dividend fund, and the best option in my opinion is SCHD, which is the Schwab US Dividend Equity ETF.

Look at its beta coefficient. SCHD's beta coefficient is approximately 0.69. That is, it fluctuates 30% less than the S&P 500 index. That is exactly what I am looking for.

2026-09-19Bullish
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2026-09-12Bullish
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2026-09-07Bullish
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