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FDVV: Compelling Choice For Retirees That Want Income And Growth
Seeking Alphaยท2025-07-20 12:48

Core Insights - A family member has recently retired and allocated a significant portion of retirement capital to a popular dividend ETF, specifically the Schwab U.S. Dividend Equity ETF (SCHD) [1] - The investment strategy focuses on high-quality dividend stocks and a mix of Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] Investment Strategy - The approach combines classic dividend growth stocks with other asset classes to create a hybrid system that balances growth and income [1] - This strategy aims to boost investment income while maintaining a total return that aligns with the performance of the S&P [1]