SCHD: Is There Life After Broadcom?

Core Viewpoint - The Schwab U.S. Dividend Equity ETF (SCHD) is a highly debated fund, appreciated for its dividend focus but criticized for its concentration and recent performance trends [1] Group 1: Investment Strategy - The investment strategy involves a balanced portfolio of low-cost funds and single stocks, with a preference for long-term holdings of at least 10 years [1] - The market is viewed as a meeting point of demand and supply, emphasizing the importance of predicting human behavior over merely analyzing P/E ratios [1] Group 2: Market Analysis - Understanding market perceptions of stocks requires insight into sectors, industries, and long-term growth trends, which necessitates creativity and a willingness to challenge conventional views [1] - The article highlights the significance of macroeconomic factors and fundamentals while acknowledging that momentum and sentiment play crucial roles in market movements [1]