Investing Simplified - Professor G 对 $SCHD 的判断变化

2026-09-26看涨
《🚨 Stock Market is Set to Do the UNTHINKABLE》
SCHD仍是核心长期持仓;近期的再平衡与价格下跌被视为继续买入的机会。

最重要的是,我会快速过一遍我的 SPMO 和 SCHD 基金的再平衡,因为这些是非常重大的变化。对我来说,SCHD 和 SPMO 都排在我关注清单的最前面。

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.

现在,我们来看 SCHD 基金。那件事发生后,我把消息转给了我学校里自己的小组。SCHD 刚刚完成了第三季度再平衡,其中确实有一些值得注意的行业变化,你应该留意。

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.

2026-09-22看涨
《Best 3 ETF Portfolio Buy & Hold FOREVER (BEST Simple Investing)》
鉴于其低波动性(beta约0.69)、股息持续增长以及下行保护,SCHD是适合长期持有的首选股息基金。

出于这个原因,我想要一只股息基金,而在我看来最好的选择是 SCHD,也就是 Schwab US Dividend Equity ETF。

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.

看看它的贝塔系数。SCHD 的贝塔系数约为 0.69。也就是说,它的波动比标普 500 指数低 30%。这正是我所寻找的。

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.

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