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JQC: High Yield With Monthly Pay, But Coverage Remains A Concern
Seeking Alpha· 2025-10-10 18:16
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.He contributes to the investing group CEF/ETF Income Laboratory along with leader Stanford Chemist, and Juan de la Hoz and Dividend Seeker. They help memb ...
A Market Bear's 'Sleep at Night' Fund Is Beating the S&P 500 This Year
Business Insider· 2025-10-07 17:50
David Rosenberg has a question for his critics: Does a so-called "perma-bear" make investors money? He also has an answer. The top economist and Rosenberg Research founder — who's known for making persistently bearish calls on the US economy and markets — said that he put his money where his mouth was by creating a fund based on his gloomy predictions. So far, it's paid off. The portfolio, called the Rosie Macro Fund, is up 28% this year, Rosenberg said on Tuesday. That handily outpaces the broader S&P 50 ...
Is Schwab U.S. Dividend Equity ETF the Smartest Investment You Can Make Today?
The Motley Fool· 2025-08-03 22:23
Core Viewpoint - The Schwab U.S. Dividend Equity ETF (SCHD) is presented as a smart investment choice for income-focused investors, particularly due to its attractive dividend yield and cost-effectiveness [2][6]. Group 1: Investment Characteristics - The Schwab U.S. Dividend Equity ETF offers a dividend yield of 3.8%, significantly higher than the S&P 500's yield of approximately 1.2% [6]. - The ETF has a low expense ratio of 0.06%, making it a cost-effective option for investors [6][9]. - The ETF tracks the Dow Jones U.S. Dividend 100 Index, which includes companies that have increased their dividends for at least a decade [7][8]. Group 2: Selection Criteria - The index excludes real estate investment trusts and selects companies based on a composite score that includes cash flow to total debt, return on equity, dividend yield, and five-year dividend growth rate [8]. - The ETF comprises 100 companies with the highest scores, ensuring a portfolio of high-quality companies with a history of increasing dividends [9]. Group 3: Historical Performance and Strategy - Historical trends indicate that the price of the ETF and its dividends have generally increased over time, suggesting a successful investment strategy focused on companies with growing dividends [11]. - Long-term investment strategies are recommended over market timing, making the Schwab U.S. Dividend Equity ETF a potentially good long-term investment choice for income-focused investors [12].