Lol, I assumed everyone in here either had a paid WSJ subscription or knew how to get around paywalls. Googling a headline is my go to, works well for Nj.com paid articles too.
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Don’t own SCHD, but I do own five of its 10 top holdings. It seems like a relatively stable fund, with a modest dividend. It was relatively stable during a rough 2022, but could have done better if not for a tough year for its 2nd biggest holding (VZ). Also, the five year return seem solid. Seems like it has a place in someone’s portfolio as it would add some balance. A minor concern is that it has a high financial weighting (22%) and low energy weighting (5%).
Last edited:
I prefer VIG for a dividend-based ETF. Yield is lower, but overall performance and returns are a little better.
Heads up. Natural gas just had a historic crash in price. A drop of this magnitude has always resulted in a rapid correction. Nothing is ever a sure thing, but check out the charts. Play with nat gas futures may be interesting (UNG or BOIL).
In other news, perhaps the BBBY saga is finally coming to an end:
Bed Bath & Beyond plunged 40.3% as the embattled home-goods retailer seeks a $1 billion raise in a last-ditch effort to avoid bankruptcy.
In other news, perhaps the BBBY saga is finally coming to an end:
Bed Bath & Beyond plunged 40.3% as the embattled home-goods retailer seeks a $1 billion raise in a last-ditch effort to avoid bankruptcy.
Wait. What? Dividends for a high-flying ace like you? 😉
Next thing you know, you'll be stocking up on two-year Treasuries....
At this stage of our investment timeline, we are nearly 100% equities (except for one fund that is allocation-based). However, this includes diversification into the 9 main buckets - value to growth, large to small.
We have owned VIG for over a decade. But.....I can assure you, my fun money holdings don't include any dividend companies! LOL.
Some wild swings today. The market was reacting to every sentence Powell made today.
But once again, Powell was chill and friendly to the markets. He could have went Jackson Hole last week or today and didn't.
Both of these seem like no brainers. Am I overlooking something here? Is there something wrong with dividends? Cant you just reinvest your dividends into more of these etf? I currently own WMT and XOM and reinvest my dividends into both of them. I dont check them that often but I am surprised how many more shares I got just from reinvesting them. Been holding Walmart over 25 years as it was my first job out of high school. I was getting money taken out of my check weekly for stock purchase and been holding ever since.
www.inspiretofire.com
SCHD vs VIG: Which High Dividend ETF Is Best?
The primary difference between SCHD vs VIG is the company that offers the ETF. SCHD is offered by Charles Schwab. VIG is offered by Vanguard.
www.inspiretofire.com
Dividend stocks tend to be more mature companies with less growth. But they have been the belles of the market since early last year.Both of these seem like no brainers. Am I overlooking something here? Is there something wrong with dividends? Cant you just reinvest your dividends into more of these etf? I currently own WMT and XOM and reinvest my dividends into both of them. I dont check them that often but I am surprised how many more shares I got just from reinvesting them. Been holding Walmart over 25 years as it was my first job out of high school. I was getting money taken out of my check weekly for stock purchase and been holding ever since.
SCHD vs VIG: Which High Dividend ETF Is Best?
The primary difference between SCHD vs VIG is the company that offers the ETF. SCHD is offered by Charles Schwab. VIG is offered by Vanguard.
If you own either ETF in a Vanguard brokerage account, as an example, you can elect to reinvest capital gains and dividend payouts.Both of these seem like no brainers. Am I overlooking something here? Is there something wrong with dividends? Cant you just reinvest your dividends into more of these etf? I currently own WMT and XOM and reinvest my dividends into both of them. I dont check them that often but I am surprised how many more shares I got just from reinvesting them. Been holding Walmart over 25 years as it was my first job out of high school. I was getting money taken out of my check weekly for stock purchase and been holding ever since.
SCHD vs VIG: Which High Dividend ETF Is Best?
The primary difference between SCHD vs VIG is the company that offers the ETF. SCHD is offered by Charles Schwab. VIG is offered by Vanguard.
Go to Morningstar and look closely at each ETF. Compare their holdings, their P/Es, their dividends, etc.Both of these seem like no brainers. Am I overlooking something here? Is there something wrong with dividends? Cant you just reinvest your dividends into more of these etf? I currently own WMT and XOM and reinvest my dividends into both of them. I dont check them that often but I am surprised how many more shares I got just from reinvesting them. Been holding Walmart over 25 years as it was my first job out of high school. I was getting money taken out of my check weekly for stock purchase and been holding ever since.
SCHD vs VIG: Which High Dividend ETF Is Best?
The primary difference between SCHD vs VIG is the company that offers the ETF. SCHD is offered by Charles Schwab. VIG is offered by Vanguard.
FYI - Morningstar is the best place to review funds or ETFs. VIG is a Large Blend/Core ETF while SCHD is a Large Value ETF. As such, they actually have different benchmarks for tracking performance.Both of these seem like no brainers. Am I overlooking something here? Is there something wrong with dividends? Cant you just reinvest your dividends into more of these etf? I currently own WMT and XOM and reinvest my dividends into both of them. I dont check them that often but I am surprised how many more shares I got just from reinvesting them. Been holding Walmart over 25 years as it was my first job out of high school. I was getting money taken out of my check weekly for stock purchase and been holding ever since.
SCHD vs VIG: Which High Dividend ETF Is Best?
The primary difference between SCHD vs VIG is the company that offers the ETF. SCHD is offered by Charles Schwab. VIG is offered by Vanguard.
SCHD throws off more dividends (which are taxed), but VIG's holdings appreciate more. Both have very low volatility.
I have VIG paired with VTV to form the core and value allocations of two of our investment accounts.
Last edited:
Double beat for Disney.
www.cnbc.com
Disney beats expectations as streaming subscriber losses aren't as bad as feared
Disney reported earnings after the bell. Here are the results.
Great ETF, especially if you are looking for a solid dividend play.
Interesting read...
while the concept is NOT new at all......
the issue is all the cash on the sidelines moving into this play...
it could be what's making some of the recent big-ups, bigger... but it COULD make the (possibly) coming down... even worse...
just sharing.......
...."The recent proliferation of ODTE options (zero days to expiration) - the tail that wags the market dog - has become a dangerous force…Whether you call it speculation or manipulation - it's serving up extreme and unpredictable intraday volatility. My experience is that these sorts of artificialities end very badly for trading types and for our markets.”
while the concept is NOT new at all......
the issue is all the cash on the sidelines moving into this play...
it could be what's making some of the recent big-ups, bigger... but it COULD make the (possibly) coming down... even worse...
just sharing.......
Bloomberg - Are you a robot?
www.bloomberg.com
...."The recent proliferation of ODTE options (zero days to expiration) - the tail that wags the market dog - has become a dangerous force…Whether you call it speculation or manipulation - it's serving up extreme and unpredictable intraday volatility. My experience is that these sorts of artificialities end very badly for trading types and for our markets.”
Last edited:
I've been seeing a lot about this recently as investors are piling in on expiration day because they expire before they have to post margin. This allows them to trade more than they normally could.
yeah, from what i've read............ MASSIVE leverage on this...
if you guess right - and you make it through the 1-3 hours... and the option finishes out of the money - boom! profit.
when it goes bad... it just might go VERY bad...
a snap-crash - could start the ball rolling - circut breakers may not stop it... and this w/b the financial "issue" people have been waiting for - that hasn't happened.
I am NOT an options guy at all... though I certainly use them on my long positions... I have to admit that I've seen a few weird things recently on put closings....
makes more sense now..
I know that SPY has daily expiration options but I haven’t seen other equities offer this. I can see how this could impact daily swings on the market.
The clearing firms and exchanges could do things to control this, but of course they won't until after it blows something up.
Never used options in my life (or even learned about them). Please give me heads up a week before the next 2008 crash. Thanks! :)
Ok so I made the move Monday. Moved 500k to a 5% savings account (Primis Bank) after selling off a majority of our positions. Shorted 150 shares of SPY with a stop loss of 8%. Leaving some permanent longs in play.
About 50% cash. 40% long. 10% short. Going to hold until stop loss kicks in or until Memorial Day.
About 50% cash. 40% long. 10% short. Going to hold until stop loss kicks in or until Memorial Day.
Wuss.
Inflation coming down hard. CPI's decline will likely accelerate over the next 2 prints so the market will continue to rally. We continue to buy every Friday (give or take a day or two depending on what is going on). Adding to my leveraged ETFs if appropriate levels return.
The big decision for us is on March 7 and 15. Massive LTI and annual bonus payouts. Hope things don't take off too much by then!
now you're playing with the guys who play with real money
Having lots of fun and success so far with those plays! Now is the right time to use them. Sticking to leveraged broad index plays and some sectors. Also watching BOIL since nat gas dumped so hard. Using any of these now?
depends on the leveraged funds but that is where the smart money plays for etfs. Sector and product types are what you want.
not in boil but nat gas looks interesting
More like smart.
I’ve made 11% on my portfolio year to date. I’m banking half of my profits, mainly in stock that ran too much or are EPS expensive. My thesis is that we are 50-55% (key Fibonacci level) off the October bottoms and have climbed a wall of worries. I don’t think the market has priced in the last 100 bips of rate hikes or an over extended consumer.
I still have 40% long and 10% short.
And yes “we still buy every other Friday” too through retirement vehicles.
But you do you boo.
Since you’re not a professional money manager, you need to read up on leveraged ETFs and how they work. They rely heavily on futures and in many cases, options. As a result they are subject to time decay if held for too long, especially in times of volitility.
So if you are in a 3x leveraged long ETF and the market goes up 5%, you will likely gain 12% over a long period (as those contracts have to roll over for higher contract prices). If we make a long awaited down move, good luck.
You are better off buying micro e-mini S&P 500 futures if you want to use leverage (5x price of the index per contract in exposure ). 10:1 margin. June contract reference priced at $4170.
And you’re welcome for the lesson.
Last edited:
As per previous posts in this thread, I know the math much better than you on these etfs. Let me know if you have any questions. Happy to help!
Lots of holes in your story, but keep posting if that makes you feel good.
