I’ve got a couple good ETFs in my portfolio and I’m up 47%. I’m also well positioned with good blue chip companies and A.I stocks. I will buy $200K worth of Plantir soon. Some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years with at least $ 2m.
I prefer to invest in large cap companies which have economic moats, good cash flow and strong balance sheets such as AAPL, SCHD, NVDA and Barclays. Seeking expertise assistance can make a huge difference
Agreed, instead of following rumors or a hearsay, I adopted the service of an advisor early 2020 amid covid-outbreak, and after subsequent investments to date, I've attained my most significant financial milestone, just about 10% shy of $1m.
@@Marquis-9 that's some strong performance! I’d say your advisor is doing a great job with your portfolio, mind if I look this person up? i'm in dire need of proper asset allocation
Katherine Nance Dietz is the licensed advisor I use. Just google the name. You’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
keep in mind with any dividend generating stock/etf, you have to pay taxes on those dividends (unless it's in a tax-free account of some kind) and most of these returns calculators don't factor in the tax hit.
@@MichaelCampbell-oy6kt both solid choices. DGRO is too low starting yield for me at my point in life. XLK is awesome. However, 64 vs 400+ holdings is the tie breaker for me. (VGT) SCHD + VGT (50/50) have beaten the market for the last 10 years also. With DGRO/XLK, lot of Tech overlap.. not necessarily a bad thing, just need to stomach the down weeks🤙🏻
Seems that SCHD, trading sideways for a few years is a better value right now with Tech being so over price. Currently at 55% SCHD / 17% DRGO / 21% SWPPX / 7% SCHG in taxable account and it feels real good right now.
Bingo. Thats the reason why I invested in SCHD in a big chunk right now. That rotation into value will happen when inflation won't stop and no rate cuts. Especially run away inflation and when the AI although legitimate the bubble its currently in will pop. Same as 2020 EV bubbles similar to AI right now. Both are legitimate as I love my Tesla Model Y but the hype def caused alot of stocks saying its an AI play just like everyone looked for the next Tesla in 2020, everyone is looking for the next Nvidia which this bubble will pop. For example PLTR is a bubble.
I would through in SPMO for comparison and you will see that it is excelling much faster than either SCHD or DGRO for the past year. The one draw back is that it does have a slightly higher expense ratio.
Spmo is a Voo, spy, splg replacement as a foundation etf. Schd has set itself up for when rates are cut. Plus Schd is a better defense etf and better dividend growth rate.
how about schd plus dgro?
I’ve got a couple good ETFs in my portfolio and I’m up 47%. I’m also well positioned with good blue chip companies and A.I stocks. I will buy $200K worth of Plantir soon. Some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years with at least $ 2m.
Buy and wait for 5 years let's see how it plays out. The question is, would I sell any of my Nvidia shares to buy Palantir? No I would not
I prefer to invest in large cap companies which have economic moats, good cash flow and strong balance sheets such as AAPL, SCHD, NVDA and Barclays. Seeking expertise assistance can make a huge difference
Agreed, instead of following rumors or a hearsay, I adopted the service of an advisor early 2020 amid covid-outbreak, and after subsequent investments to date, I've attained my most significant financial milestone, just about 10% shy of $1m.
@@Marquis-9 that's some strong performance! I’d say your advisor is doing a great job with your portfolio, mind if I look this person up? i'm in dire need of proper asset allocation
Katherine Nance Dietz is the licensed advisor I use. Just google the name. You’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I rather buy VIG same return as DGRO but better expense ratio
keep in mind with any dividend generating stock/etf, you have to pay taxes on those dividends (unless it's in a tax-free account of some kind) and most of these returns calculators don't factor in the tax hit.
SCHD + VGT!!! Reallocating once looking for income.
im thinking drgo/xkl
@@MichaelCampbell-oy6kt both solid choices. DGRO is too low starting yield for me at my point in life.
XLK is awesome. However, 64 vs 400+ holdings is the tie breaker for me. (VGT)
SCHD + VGT (50/50) have beaten the market for the last 10 years also. With DGRO/XLK, lot of Tech overlap.. not necessarily a bad thing, just need to stomach the down weeks🤙🏻
They're compliments, so buy both. I do 1/3 of each, then add 1/3 to VUG as a growth play.
Seems that SCHD, trading sideways for a few years is a better value right now with Tech being so over price. Currently at 55% SCHD / 17% DRGO / 21% SWPPX / 7% SCHG in taxable account and it feels real good right now.
Bingo. Thats the reason why I invested in SCHD in a big chunk right now. That rotation into value will happen when inflation won't stop and no rate cuts. Especially run away inflation and when the AI although legitimate the bubble its currently in will pop. Same as 2020 EV bubbles similar to AI right now. Both are legitimate as I love my Tesla Model Y but the hype def caused alot of stocks saying its an AI play just like everyone looked for the next Tesla in 2020, everyone is looking for the next Nvidia which this bubble will pop. For example PLTR is a bubble.
Not same category. Schd has stocks won't have elsewhere dgro just a growth etf that pays some dividends has the same stocks as any growth etf
Keep one in a retirement account and the other in a brokerage account. VIG in a HSA account
I would through in SPMO for comparison and you will see that it is excelling much faster than either SCHD or DGRO for the past year. The one draw back is that it does have a slightly higher expense ratio.
Spmo is a Voo, spy, splg replacement as a foundation etf.
Schd has set itself up for when rates are cut. Plus Schd is a better defense etf and better dividend growth rate.
DGRW ?
SCHD - to counterbalance the growth part of my portfolio containing single tech stocks and etfs like SMH.
He makes his money by not returning it if you order his book twice.
🔥
Fdvv 😊
Yes, folks not paying attention to this one.