I have had both these, SPHD in my trading account and VYM in roth. Had to sell SPHD to cover margin in Q2 lol, but loved the monthly dividend when I had it. VYM actually my largest roth position.
Do you hold Avuv,Vea,Avdv,Vwo,Dgs,Voo in a taxable account? Currently I hold Fnilx in my Roth but would like to outperform the market outside of my IRA.
Neither, I suppose. Preference for dividends per se over selling shares of an equal amount is demonstrably irrational and is just a well-documented mental accounting fallacy: www.sciencedirect.com/science/article/abs/pii/0304405X84900254 I discussed this more comprehensively here: www.optimizedportfolio.com/dividends/
@@OptimizedPortfolio sphd is my biggest holding in my Roth IRA. Schd is 2nd. Currently can no longer contribute to a roth. Traditional is maxed. Therefore limiting my tax liability and maximizing mu growth potential with SCHD.
Get my dividend portfolio: www.optimizedportfolio.com/m1-finance-dividend-pie/
I have had both these, SPHD in my trading account and VYM in roth. Had to sell SPHD to cover margin in Q2 lol, but loved the monthly dividend when I had it. VYM actually my largest roth position.
Thanks for sharing, Jeff!
Do you hold Avuv,Vea,Avdv,Vwo,Dgs,Voo in a taxable account?
Currently I hold Fnilx in my Roth but would like to outperform the market outside of my IRA.
No
@@OptimizedPortfolio why not?
@@TJ-Stackin The small cap value funds are less tax-efficient.
@@OptimizedPortfolio would a 50% VTI VEA 25%, VWO 25% be more tax efficient portfolio?
@@TJ-Stackin Comparatively, yes.
Could you please make a video on ex us dividend etf like SCHY and DNL.
Hi! In which App can I buy diese ETF? What App are you using?
Is it redundant to have both?
Probably
"Irationally"? Are you trying to educate or insult?
Neither, I suppose. Preference for dividends per se over selling shares of an equal amount is demonstrably irrational and is just a well-documented mental accounting fallacy: www.sciencedirect.com/science/article/abs/pii/0304405X84900254
I discussed this more comprehensively here: www.optimizedportfolio.com/dividends/
XYLD for income
But I have both of these!
Thanks for watching!
Schd and chill
Thanks for watching, Paul. What made you choose SCHD over these 2?
@@OptimizedPortfolio sphd is my biggest holding in my Roth IRA. Schd is 2nd. Currently can no longer contribute to a roth. Traditional is maxed. Therefore limiting my tax liability and maximizing mu growth potential with SCHD.