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Time to Dump SCHD?
The Motley Fool· 2025-07-11 17:22
Core Viewpoint - The Schwab US Dividend Equity ETF (SCHD) has underperformed in recent years, leading to frustration among investors despite its potential as a strong dividend ETF that offers stability and diversification outside of technology [1][2]. Group 1: Performance Analysis - SCHD has shown underperformance attributed to its diversification strategy and lack of exposure to the technology sector [2]. - The ETF is recognized for providing a stable high yield and growing dividends, which are essential for portfolio stability [1]. Group 2: Future Outlook - An analysis is being conducted to determine whether SCHD is a buy, sell, or hold at current levels, indicating ongoing evaluation of its investment potential [2].
SPBO: Spreads Are Too Tight For This Investment Grade ETF
Seeking Alpha· 2025-07-11 00:11
Core Insights - The SPDR Portfolio Corporate Bond ETF (NYSEARCA: SPBO) was previously assessed as not compelling enough for a 'Buy' rating but was considered suitable to hold, resulting in virtually no price change over the past year [1] Group 1: Company Overview - Binary Tree Analytics (BTA) has a background in investment banking cash and derivatives trading, focusing on providing transparency and analytics for capital markets instruments and trades [1] - BTA specializes in Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations, aiming to deliver high annualized returns with low volatility [1] - The company has over 20 years of investment experience, backed by a Finance major from a top university [1]
Investing In Europe: IEV Or EZU?
Seeking Alpha· 2025-07-10 13:52
Group 1 - The article highlights the strong performance of European equities, suggesting that investors may want to increase their exposure to this asset class [1] - Two specific ETFs are mentioned as potential investment options: the iShares Europe ETF (NYSEARCA: IEV) and the iShares MSCI Eurozone ETF (BATS: EZU) [1]
Two Less Popular ETFs That Are Better Than SCHD And Perfect For Retirees
Seeking Alpha· 2025-06-30 11:15
After stating early in my investment journey that I would never own an ETF, their explosive popularity gained my attention in recent months. I still prefer to invest in individual companies, but have recently analyzed several as potential additionsContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encour ...