SCHD: Coming Redemption Year; 2026 Could Favor Dividend Discipline

Core Insights - The article discusses the current attractiveness of dividend investing in the US, particularly in the context of the 2-year Treasury yield at 3.48% and the performance of the S&P 500 [1]. Group 1: Investment Strategy - JR Research is identified as an opportunistic investor recognized for his analytical skills and ability to generate alpha above the S&P 500 [1]. - The focus is on identifying growth investing opportunities with strong risk/reward potential, avoiding overhyped stocks while targeting undervalued ones with recovery potential [1]. - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, emphasizing robust fundamentals and attractive valuations [1]. Group 2: Performance and Outlook - The investment strategy includes a 18 to 24 month outlook for investment theses to materialize, indicating a medium-term investment horizon [1]. - The approach combines price action analysis with fundamental investing to identify stocks with significant upside potential [1].