Those Who Bash SCHD Fail To Understand It

Core Insights - The article discusses the perceived lack of resilience of Schwab U.S. Dividend Equity ETF (SCHD) during market downturns, highlighting skepticism from certain analysts regarding its performance in adverse conditions [1]. Group 1: Analyst Perspective - The analyst, known as The Barnacle, emphasizes a quantitative approach to investing, valuing mathematical analysis over traditional sell-side research, which he considers subpar [1]. - The Barnacle's investment strategy includes a focus on value stocks with growth potential across various market capitalizations, including midcaps, small caps, and international stocks, as well as sectors like gold mining and REITs [1]. Group 2: Investment Strategy - The current focus is on ETF strategies that aim to outperform the overall market returns or provide enhanced risk protection, moving away from individual stock investments [1].