Group 1 - The market is experiencing upward momentum, primarily driven by big tech, leading to a portfolio tilt towards growth stocks, which may not be sustainable long-term [1] - It is advisable to gradually incorporate income-paying positions to balance portfolios, utilizing dollar-cost averaging for consistent investment [2] - The Schwab U.S. Dividend Equity ETF focuses on quality companies with strong balance sheets and growing dividends, tracking the Dow Jones U.S. Dividend 100 Index [4][5] Group 2 - The Schwab U.S. Dividend Equity ETF has a portfolio of approximately 100 companies, primarily in consumer staples, healthcare, and financials, yielding close to 4% [5][6] - Over the past decade, the ETF has returned over 12% annually, outperforming many value funds, with a low expense ratio of 0.06% [6] - The Alerian MLP ETF offers exposure to midstream energy companies structured as master limited partnerships, providing high yield without direct exposure to oil and gas price fluctuations [9]
2 High-Yield Dividend ETFs You Can Buy With $1,000 in September and Hold Forever
Yahoo Financeยท2025-09-20 13:30