What % of SCHD is in your portfolio? 🚨Join my EXCLUSIVE YT Membership Group📊 (Access to my Investing Portfolios & Buy Alerts): kzread.info/dron/YLtcHw-DY9IIEnFSrU6U-w.htmljoin 📈FREE ETF Investing Newsletter: substack.com/@investormarcosmilla

Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!

@Walter_hill_

18 күн бұрын

Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?

@donna_martins

18 күн бұрын

There is 55% overlap with the holdings in VOO and VUG. 1 is tech heavy and the other is financials heavy similar, but not the same. VOO tracks the S&P 500; VUG is just focused on large cap growth stocks. VUG is a bit more volatile, but with a higher upside potential. VOO is a bit safer. I’ve never heard anyone advise against multiple ETFs/mutual funds. You just have to be aware of overlap. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

@robert-1miller

18 күн бұрын

I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

@Trevor_Morrow_LTD

18 күн бұрын

I'm sitting on some significant money ready to toss it into VOO, but I'm kinda hoping that price drops a bit. I know we only want to see the stock rise, but being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

@robert-1miller

18 күн бұрын

Finding financial advisors like Vivian Jean Wilhelm who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?

@MizThe

13 күн бұрын

Stop buying every stocks you see some youtuber recommend sometimes they do that to pump their bags. Seek guidance from a financial advisor instead of relying on KZread for investment advice.

@SCOTTDisick-yc7x

13 күн бұрын

Same, I use KZread for research only. All major investment decisions go through my advisor. The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $20k into $10k in annual dividends, a major milestone.

@Williamjame444

13 күн бұрын

I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.

@SCOTTDisick-yc7x

13 күн бұрын

"Melissa Elise Robinson" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.

@Williamjame444

13 күн бұрын

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

In my taxable account I went into dividend investing route. In my Roth I did the buy and hold route with an S&P 500 etf and total market etf along with some Berkshire B stock and SCHD

@AliciaCrone

21 күн бұрын

The 1% of rich people think of how to invest their money to increase their wealth during the recession. While 99% of struggling hard-luck people think of how to survive without food and daily necessities in the recession and the coming hyperinflation

@Sanchyfab

21 күн бұрын

I am a dividend investor for the most part but I have bought Tesla stock for a couple of times. However I have bought Tesla stock again and will hold for the long haul this time

@cherylhills3227

21 күн бұрын

Consider diversifying your portfolio with a mix of stocks and stable assets

@rodgertim2881

21 күн бұрын

I’m looking for where to begin putting in some funds that will aid me after retirement. Saving up isn’t giving anything in return

@georgeearling905

21 күн бұрын

On your own you could seek out several of this financial advisors, make sure the one you settle on is a fiduciary and not a fake. Know what you’re getting out of it and see if your targets can be met

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.

@Scarborough-c26

23 күн бұрын

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

@RayWalker-mo

23 күн бұрын

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

@StephenTho42

23 күн бұрын

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 $2m.

@Lindsay-jy

23 күн бұрын

@@StephenTho42 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

@StephenTho42

23 күн бұрын

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.

The BIGGEST LIE You've Been Told About Money is that it doesn't grow on TREES!! 😆

@BrigetteWaltershield

21 күн бұрын

I agree with you!! Money actually grow on trees but only on trees that was planted by you!! These tress are referred to as investments. How you diversify your investment portfolio matters

@CamdenVanderlaan

21 күн бұрын

Diversification is the key. My portfolio is well diversified with the help of a financial adviser. This helps me make more than +400% monthly on my investments.

@MeriTanabe

21 күн бұрын

I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

@CamdenVanderlaan

21 күн бұрын

I've experimented with a few over the past years, but I've stuck with ‘’Angela Lynn Schilling” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

@MeriTanabe

21 күн бұрын

Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

@mertie-l2f

10 күн бұрын

I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

@jeanlaudato

10 күн бұрын

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

@Daneilchirs

10 күн бұрын

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.

@jeanlaudato

10 күн бұрын

Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

@Daneilchirs

10 күн бұрын

Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.

Wow. I am blown away by this presentation. I was an insecure 49 year old on SS in January 2018 when I started buying Bitcoin/crypto. Everyone though I was irrational. Most still do. I put my income in every month and watched the value drop each month but for some reason really believed in Bitcoin and alt coins/blockchain even though I don't totally understand. Finally, the crypto market started turning around and I am astonished at the value of my crypto currency portfolio today. I engaged in active trading and managed to grow a nest egg of around 2.3B'tc to a decent 27B'tc....At the heart of this evolution is Kerrie Farrell, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment....

@RomanLansang

23 күн бұрын

I appreciate the professionalism and dedication of the team behind Kerrie’s trade signal service....

@LeightonCorrigan

23 күн бұрын

As a beginner, it's essential for you to have a mentor to keep you accountable..

@duongtuan-od7kx

23 күн бұрын

Kerrie Farrell program is widely available online....

@MarcDillon524

23 күн бұрын

Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience...

@Jovenoli

23 күн бұрын

I rather invest my money on crypto. Bitcoin trading is great unlike the stock market and other financial markets, bitcoin has no centralized location , since it operates 24hrs in different parts of the world...

Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 17k in last month 2024.

@TorgersonTjtexas

19 күн бұрын

Wow that's huge, how do you make that much monthly?

@toulahen-sd6zk

19 күн бұрын

Sincerely speaking. I will continue to trade and stick to juliana heidi's daily siignals and guides as long as it works well for me

@vilanovagonzalez3397

19 күн бұрын

Woah for real? I'm super excited. juliana strategy has normalized winning trades for me also. and it's a huge milestone for me looking back to how it all started

@merwa740

19 күн бұрын

Though I started with as low as $6,200 AUD actually because it was my first time and it was successful, She's is a great personality in Australia

@McShane3

19 күн бұрын

I live in Calgary, Alberta🇨🇦 and I have just retired at 54. She's recognized as 'Mrs Juliana heidi, one of the finest portfolio managers in the field and widely recognized; you should take a look at her work.

I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.

@Justinmeyer1000

8 күн бұрын

Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k

@NicholasHarmon-ow3jl

8 күн бұрын

You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.

@KaurKhangura

8 күн бұрын

I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

@NicholasHarmon-ow3jl

8 күн бұрын

I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

@KaurKhangura

8 күн бұрын

Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info

You never only invest in I etf without doing your homework!!! SCHD/VGT as a combo is the only way to go 50/50!!! Best of both worlds! Growth, Safety, Value and consistent cash flow!

@Marcos_Milla

23 күн бұрын

@@RB-je3yj always do the research 🫡🤓📚

The way that SCHD is presented is that you can only buy it now, and you have it forever without making changes. If you are managing your own account, the name of the game is profit. Make the most profit now, and when the market shifts, change your holdings. Even if you only look at your holdings quarterly, you won't miss that much of loss.

@Marcos_Milla

23 күн бұрын

📈💪🏼💪🏼

Still going with the king SCHD .

@Marcos_Milla

23 күн бұрын

I’m still a buyer

@bluesky5587

23 күн бұрын

You are wise

@Marcos_Milla

23 күн бұрын

@@bluesky5587 💪🏼

Great vid. Like always man. 👍

@Marcos_Milla

18 күн бұрын

@@JayNavarrete my guy 💪🏼

I think SCHG and SCHD is a great combo with only a 1% overlap.

@Marcos_Milla

23 күн бұрын

The Schwab duo is killer 💪🏼📈

@timtorkelson7201

22 күн бұрын

I have and like SCHG!

@Marcos_Milla

22 күн бұрын

@@timtorkelson7201 🫡📈

50% SCHD 25% SCHG 25% VTI. I just started this last May

@Marcos_Milla

23 күн бұрын

💪🏼💪🏼

@Whaddle31

23 күн бұрын

Should do 50/25/25 Vti being 50

@Starpinklittle

5 күн бұрын

​@@Marcos_Milla *What is the best bank for applying our money and buy good Etfs and Reits without need to pay high conversion and custody fees???*

I have a good amount of SCHD and I'm still buying weekly preparing for a flip in tbe market. Right now it makes up on 4% of my entire portfolio. VOO is only 5% of my portfolio and VGT is about 6%. I'm working to bring those up to 10% each and reduce my individual stocks down to 40% from 52%... I also hold smaller amounts of VIG, DGRO, and MGK in a secondary account that I'm buying weekly as well. My individual stocks have blown all other investments out of tbe water the last 5 years, but I don't expect to outperform over the long haul.

@Marcos_Milla

23 күн бұрын

Smart ideas, I like the analysis of the moves in your portfolio. Looking forward to see how it goes as time goes on 💪🏼

good vid I'll subscribe and like! 🎉

@Marcos_Milla

4 күн бұрын

Thank you my friend 💪🏼💪🏼

Thanks for the great content once again. Show of hands if you rebalance your portfolio quarterly and are about to transfer gains from your growth ETF’s over to SCHD soon? That’s exactly what I’m doing. Consistently buying dips until it’s time to rebalance throughout the cycles.

@Marcos_Milla

22 күн бұрын

Smart 👀

The game is long, and as said in sports, something like: "Offence gets you to the play-offs, but defense wins championships."

@Marcos_Milla

23 күн бұрын

Love this 💪🏼

@CB_4216

23 күн бұрын

The people trashing SCHD right now are the same people who wouldn't touch QQQ back in 2022 when they should have been loading up. Always performance chasing.

Expecting SCHD to perform like the SP500 is crazy. Really, value has underperformed for decades. A comparison shows SCHD underperforming by large margins across all time frames. The two are designed to be very different things. Not sure why the love affair with SCHD for young people. There is a time and a place for it -- but don't sell yourself short early on in your investment journey.

@Marcos_Milla

23 күн бұрын

👀

Great video once again! I have DGRO in my Roth to get a combination of growth and dividend in one ETF, I like it so far. But, I good combination that I put together in my mom's ROTH is SPLG, VONG, and DGRW.

@Marcos_Milla

22 күн бұрын

love it! Thank you so much for your kind comment my friend!

Wow!! What a fantastic explaination about SCHD which I never knew about and also own (12%). I chose VT as my BroadMarket ETF but may consider adding SCHG or another ETF that you visited in your video. Well DONE.

@Marcos_Milla

4 күн бұрын

Thank you my friend !

ty for this video. so in a bull market, growth etfs do well, and in bear the value etf would work well? Also, is there a vanguard equivalent to schd? I currently have vanguard etf and mutual fund?

@Marcos_Milla

22 күн бұрын

Bull markets. Usually most etfs (if they are broadly diversified or are heavily invested in the sector that is contributing to the market returns) will do well. SCHD is known for lower volatility. Mostly because of the big name dividend stocks that do not move up or down in drastic stock price movement. Hmm, there is no real apples to apples to schd. But i would say VYM is good comparison.

@sheralync5854

22 күн бұрын

I had VHYAX, but then rolled it into VGIAX. Unfortunately, VGIAX doesn't seem to do dividends like SCHD (4.27%) or VHYAX (3.42%). I'm looking for passive income at this phase of my investing journey. I did diversify into some non-vanguard >> JEPQ

VGT outperformed SCHD and VOO over 5 and 10 years. Despite having most of my $500k retirement in VGT, I try to beat my Roth with my taxable account but still underperform the S&P 500.

@KaurKhangura

20 күн бұрын

I'm taking a hybrid approach with VGT, SCHD, and VOO as my foundation over a 20-year horizon. I still enjoy life, travel, and buy what I love. It's the best combo, plus I enjoy the small victories of dividends, dividend growth, and share price appreciation.

@Justinmeyer1000

20 күн бұрын

ETFs are great, but don't rely solely on it for retirement. I retired at 62 with a $1.5M portfolio, starting with $35K, thanks to an adv1sor and dividends. Invest wisely, build your nest egg, and don't sell the chicken that lays the egg!

@carssimplified2195

20 күн бұрын

Who is this person guiding you and how can i reach he/she?

@Justinmeyer1000

20 күн бұрын

I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Aileen Gertrude Tippy" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.

@carssimplified2195

20 күн бұрын

Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

Loving these recent schd dividends @.82 a share. Heck yeah.

@Marcos_Milla

22 күн бұрын

For real🤑

hey marcos i am going toinvest in voo qqqm and soxl do you think this portfolio is good or should i buy something else instead of soxl

@Marcos_Milla

18 күн бұрын

Not a huge fan of SOXL in the long term. I would rather invest in SMH and not leveraged ETFs. Leverage ETFs significantly increase the risk of a 1x etf. Plus it’s not a 1 for 1 movement. Do more research on leveraged ETFs and the risks of them before you make a decisions. I only like leveraged ETFs in a short term hold where it’s play money

Yes, SCHD must be combined with some broad market ETF of different kind ( VOO, QQQ, SPY, VUG, FTEC, etc.) to improve portfolio performance. For some ballast in bad times a short term bond ETF can be included. These days a CD can be included. Not sure 2-ETF strategy is really good.

@Marcos_Milla

15 сағат бұрын

💪🏼

any opinions on the NANC etf?

@Marcos_Milla

20 күн бұрын

I think it’s a good etf if you want to track the plays of congress members in the Democratic Party. Usually they will large blue chip tech stocks and that’s the reason for the high performance. Honestly you could get the same performance (very similar) if not better in other ETFs with a lower expense ratio like VGT/XLK. But NANC is a good option if you really want to follow the investments of those congresss officials without looking at wallstreetbets to get information on when these people buy and sold stock

I recognize that reinvesting is a good way to grow your portfolio. Maybe a few posts on growing the portfolio for retirees and still having a comfortable life style should follow. Thanks.

@Marcos_Milla

10 күн бұрын

Making note of this! 🤝💪🏼

I have only QQQM and SCHD in my portfolio, what do think about it ?

@Marcos_Milla

22 күн бұрын

It all depends on your personal preference. I know people who have 100% VOO, 100% JEPQ/JEPI, 3 ETFs, 2 ETFs, etc.... I would say (Not financial advice), if you have a long time horizon (preferably 10+ years) a moderate to high risk tolerance, then yes. QQQM/SCHD is a great option. You get the best of both value and growth. Mainly explained in the video for why its a viable option compared to only schd. If someone gave me this portfolio and told me I have to invest in this 2 ETF Portfolio forever, I would be happy with it and I would sleep just fine at night. Hope this helps!

100 %Schd all in on my individual acc but in my roth all in 100% dgro

@Marcos_Milla

23 күн бұрын

200 IQ

How do you tell if your stocks % is better than voo? Im new and havnt figured it out.

@Marcos_Milla

22 күн бұрын

Are you talking about % allocation? I would say it depends on what youre looking to do with your portfolio. Personally I like broad market etfs like VOO/VTI/VT (Vanguard examples). It all depends. See a video I have titled " Best 3 ETF Portfolio: How to Invest By Age", I think this might give you a clearer answer.

@Survival-sd7gf

16 күн бұрын

@Marcos_Milla how do you know if your percentage is up? All my stocks are above what I paid but week and month says they are lower than the day ?

How do people feel about a dividend stock ETF as an alternative to bonds?

@Marcos_Milla

3 күн бұрын

I would say the best bond etf is a short term treasury bond ($SGOV). I believe if you have a super super high risk tolerance in retirement or a long time horizon then dividend stocks or ETFs could be included in your portfolio but if we are going to debate about the purpose of a bond which is to protect your wealth and be stable/less volatile if at all to your portfolio then I don’t believe it’s a perfect apples to apples go swap them out. Both have a time and place for a portfolio.

My 2 ETFs are SMH and QQQM 😊

@Marcos_Milla

7 күн бұрын

@@bayoustateoutdoors9650 💪🏼

I’m good with Schd!! Buy and hold for me

@Marcos_Milla

23 күн бұрын

still buying my 1 share a week💪🏼

what about SPYI and SVOL?

@Marcos_Milla

18 күн бұрын

Not a huge fan of SVOL. I like SPYI better

Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus have lifted up my Life!!!🙏❤️❤️

@chesterstanley8487

23 күн бұрын

I'm 37 and have been looking for ways to be successful, please how??

@freddiearthur2151

23 күн бұрын

Sure, the investment-advisor that guides me is..

@freddiearthur2151

23 күн бұрын

Mrs Kathy lien

@sarahmark7682

23 күн бұрын

Her services is the best, I got a brand new Lambo last week and paid off my mortgage loan thanks to her wonderful services!

@nancyflores1787

23 күн бұрын

😱Sounds familiar, I have heard her name on several occasions.. and both her success stories in the wall Street journal!

I have FTEC SCHG and SPLG 😊

@Marcos_Milla

19 күн бұрын

@@davidbrooks8809 I see you 👀 💪🏼

I do VGT + SCHD combo...

@Marcos_Milla

23 күн бұрын

Big fan of VGT

30% SCHD, 30% VOO, 25% VGT, 5% QQQM, 5% AVUV, 5% COWZ

@Marcos_Milla

19 күн бұрын

🙏🏼💪🏼I like the small allocation to the small caps and COWZ is a underrated etf

I have a 3 fund portfolio. Is it a good idea to add another dividend etf to SCHD which I already have in my portfolio?

@nagabhushanagm104

23 күн бұрын

What percentage you allocate?

@alewis4612

23 күн бұрын

@@nagabhushanagm104 20 percent

@russellhunter8460

23 күн бұрын

Look into fdvv Say a 60/40 split Gotta look into it but I want to say a 80/20 is close to the s&p500 sector selection %

@alewis4612

23 күн бұрын

@@nagabhushanagm104 20%

@alewis4612

23 күн бұрын

@@nagabhushanagm104 I have 20% in SCHD

Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.

@kevinmarten

3 күн бұрын

The financial market is a reliable choice. Diversify your portfolio with I-bonds, stocks (ETFs, REITs, dividend-paying stocks), and bitcoin. Given your budget, I recommend hiring a fiduciary to ensure you receive professional insights for a fee.

@Jamessmith-12

3 күн бұрын

Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

@JacquelinePerrira

3 күн бұрын

this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

@Jamessmith-12

3 күн бұрын

Finding financial advisors like ‘Carol Vivian Constable’’ who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

@Jamessmith-12

3 күн бұрын

'Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

Being unhappy about SCHD's underperformance is like being unhappy you didn't win the lottery when you haven't participated in it.

@Marcos_Milla

23 күн бұрын

True🫡

I went with SCHD and VOO. My only concern with SCHD is how my dividends are doing.

@Marcos_Milla

21 күн бұрын

Hmm, the dividends of schd are only increasing

Do you have any monthly dividend ETF (that aren’t covered call etfs) vids?

@Marcos_Milla

23 күн бұрын

I have a vid on strictly JEPQ (but that’s a covered call etf). If you have a specific request for a video, I would gladly be open to hearing it and seeing what I can do💪🏼

@erickIVV777

23 күн бұрын

@@Marcos_Milla yes a monthly dividend ETF vid, that aren’t covered call ETFs or dividend traps would be interesting. I wish Schwabs would make a monthly dividend SCHD ETF, maybe charge a little higher expense ratio than regular SCHD for the trouble 😅

@Marcos_Milla

23 күн бұрын

@@erickIVV777 my channel is 100% not involved in dividend traps or those highly suspect ETFs that just return back the capital to investors if you know what I’m talking about. I will note this my friend!

@erickIVV777

23 күн бұрын

@@Marcos_Milla Thanks, I know your channel is legit. Some monthly dividend ETFs i know like DIA SPLV SPHD or PEY may underperform SCHD in total return but if you pair them with a broad market and/or growth ETF like in this SCHD video, it may be worth it for some investors. That monthly dividend compared to quarterly is appealing to some. Thanks again 👍

@Thedonron12

23 күн бұрын

SPHD but JEPQ is superior.

what about schd and vym?

@Marcos_Milla

22 күн бұрын

I like Schd & Vym. If you are focused on more stable dividends and you want a higher yield that is quarterly paying with better taxation than a covered call strategy might offer. I also think VYM & schd together is killer if over time you built up a huge nest egg and then the dividends will be so so good and you also will get a touch of capital appreciation (might not beat the market) but it’s really focused on dividend income over time. It will also be less volatile than a lot of strategies, which is why a lot of people love Vym & schd as a combo.

It’s so crazy how one video to another is so different for this Dividend fund! One moment I see several videos saying I can put all of my investments in the SCHD fund to grow more than 1-2 million in over 30 years, and now it’s a bad choice?

@Marcos_Milla

12 күн бұрын

@@nathanchristie6532 schd is a good fund. I just got sick and tired of seeking all the Reddit posts in the etf forum with people complaining about their returns not keeping up with the overall market. So I decided to make this video to explain why that is occurring, and how to position your portfolio that contains schd for the highest returns in the long run (hopefully). Can you have only schd in a portfolio? Sure… would I ever do that? No… would I have schd to complement a diversified portfolio? 100%

@nathanchristie6532

12 күн бұрын

@@Marcos_Milla okay thanks for the feedback! I am just starting my investing journey at age 30, so I am taking it all in as the public education system fails to inform us about investing. There seems to be a good consensus about a 2-3 fund portfolio framework including a dividend fund like SCHD, a growth fund like VOO, VUG or VGT QQQ and much later on a bond fund closer to retirement. Just taking the time to make sure I’m making good moves. Appreciate the videos and content!

@Marcos_Milla

12 күн бұрын

@@nathanchristie6532 totally! I would say to look at QQQM and not QQQ. QQQM was released by invesco not too long ago and has a lower expense ratio of .05% less. It’s the same thing as QQQ. A lot of etf investors own qqqm over qqq for this reason, including myself

@nathanchristie6532

12 күн бұрын

@@Marcos_Milla Okay thanks, I believe I watched a video of yours that recommended the QQQM for that reason. It’s exciting to think about the upside, but the volatility of that type of fund makes me nervous. I guess I have time to take a few early risks though!

@Marcos_Milla

12 күн бұрын

@@nathanchristie6532 I always try and provide the full background of any investment. Please please please only invest in what you could buy and hold for a long amount of time, if it fits within your goals, time horizon, risk tolerance, and makes you sleep at night :)

Have you heard of SPMO? I just heard about this ETF today and from what I am seeing it has been blowing all these other ETF's including SCHD out of the water for the past few years. Would love to see you do a video comparing SCHD to SPMO.

@Marcos_Milla

23 күн бұрын

Noting this. SPMO is more of a growth etf in my eyes. It’s definitely not an apples to apples comparison but a great idea nonetheless

My portfolio has SCHE F G and V. I did not pick these. This is the result of the managed funds.

@Marcos_Milla

23 күн бұрын

Bueno

still gonna buy SCHD

@Marcos_Milla

23 күн бұрын

@@solmari3473 still buying my 1 share a week at least

5 fund ETFs 65% VOO 10% SCHG 10% SCHD 10% FDVV and 5% SHLD.

@Marcos_Milla

17 күн бұрын

💪🏼💪🏼💪🏼

Dgro and Dgrw is all you need

@Marcos_Milla

22 күн бұрын

@@donlye7698 bueno 🤑💪🏼

why not buying SMH and MGK for a 2 etf portfolio they have an fund overlap of only 7%

@Marcos_Milla

5 күн бұрын

for a high risk tolerance, long time horizon, and if it fits your goals. Why not! (Not financial advice)

50/50 SCHD + VGT has beaten the market the last 10 years or so.

@Marcos_Milla

23 күн бұрын

📈

@JohnJohn-nt9mf

23 күн бұрын

i also do the VGT+SCHD combo. 💪

@ActiveDutyRealtor

23 күн бұрын

@@Marcos_Milla I currently do the core + satellite method. My core being 75% of my portfolio 30/30/15: SCHD/DGRO/VGT Satellite being 5% each: MO, HDV,DHS,SPYI,QQQI when I retire from the military in about 8-10 years, I’ll redistribute my growth into more income focused items like JEPQ/SCHD and others

@Kevinw4040

22 күн бұрын

Have the same two plus Voo. But I’m gonna let put Voo on back burner for now and only contribute to VGT and Schd for foreseeable future.

@Marcos_Milla

22 күн бұрын

@@Kevinw4040 💪🏼

Rate my portfolio VFH- 10% SOXX- 18.75% JEPQ- 24.5% DXJ- 19.25% VUG- 24.5% VOO- 27%

@Marcos_Milla

17 күн бұрын

It’s hard to really rate a portfolio because everyone has their investing style/preference, goals, risk tolerance, time horizon, etc. wonder what others would have to say in the comments

Rumor has it the system is going down in Nov. I know, sounds like a conspiracy theory but look what happened with Microsoft.

@Marcos_Milla

3 күн бұрын

Go all in SQQQ then?👀

I like to have SCHD. 20% of each ROTH IRA Portfolio. Yield: 3.75% 60% SPY. 20% Various Income Funds, PFF, ILTB, TLT.....What are more interesting buys for long term growth? I want to get in with about 300k in cash savings lying waste to inflation

@Christian67337

10 күн бұрын

you need a certified financial planner straight up! personally, I invest in ETF's and also love investing in individual stocks. yes it’s riskier but am comfortable in my financial environment

@Thomas43211

10 күн бұрын

Agreed, After taking charge of my portfolio in early 2017, i stumbled into losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor in 2020 and since then my $1.2m portfolio has gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.

@Alden457

10 күн бұрын

great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time

@Thomas43211

10 күн бұрын

Aileen Gertrude Tippy is the licensed advisor I use. Just search the name. You’d find her webpage and necessary details to work with to set up an appointment.

@Alden457

10 күн бұрын

Thank you for sharing, I must say, Aileen appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call

VIG+XLK 50/50

@Marcos_Milla

23 күн бұрын

👀💪🏼

How does this sound for a 55-year-old SCHD jepq dgro and Fnilx comments welcome

@Marcos_Milla

22 күн бұрын

(Non financial advice) but I like the basket you have. You have a good mix of reliable growth with FNILX, dgro is also an etf that provides good dividends but still will provide capital appreciation. Of course schd is a great pick in your age bracket. I’m not a fan of JEPQ early on in an investors investing journey but I like JEPQ at around the traditional retirement age of 55-65 given it’s not meant to provide capital appreciation, more of monthly income for those who like the covered call strategy.

@garyschmelzer

18 күн бұрын

@@Marcos_Milla thank you for your reply

@garyschmelzer

17 күн бұрын

@@Marcos_Millathank you

Schd will be just fine

@Marcos_Milla

17 күн бұрын

Long game ⏰

I like VIG more

@Marcos_Milla

11 күн бұрын

💪🏼

I’m 52 hoping to end the rat race by 60 with above $1M. I know money is a liability to be exchanged for assets with real value like real estate (properties for rent) stocks (dividends) bonds (interest) But, what is it with bitcoin? I hear a lot about it and I'd love to diversify my portfolio.

@NianLisa

23 күн бұрын

bitcoin does not pay any yield but will reward you with growth that you can't find in any other asset class

@jeffbox1torres

23 күн бұрын

look at the charts, bitcoin has outperformed every stock and banking product ever developed even after multiple pullbacks over the last decade. not a financial advisor but I know what i'm saying

@DannielleRosales

23 күн бұрын

The key is diversification. Personally, I delegate my investing to an advisor, cos my job doesn't permit the time to perform market analysis myself. Thankfully, my once ago stagnant portfolio has now 5X in barely 4 years, summing up almost 7 figure as of today.

@arloc24

23 күн бұрын

You mention your advisor & that caught my attention. I'm eager to learn more and potentially seek her guidance. Could you share how I can get in touch with her???.

@arloc24

23 күн бұрын

I searched for her complete name on the internet and located her page. I then sent an email and scheduled a meeting to converse with her; now, I'm awaiting her response.

What do you think about the following portfolio breakdown? 45% $VOO 45% $MGK 10% $VIG

@Marcos_Milla

19 күн бұрын

Looks like primarily a growth portfolio. Hopefully you have a long time horizon & more of a higher risk tolerance. I personally like that it’s Vangaurd funds. VOO & MGK as the main strategy I like for the broad market diversification with VOO & MGK being more of a higher aggressive growth etf for large cap companies that are already in the S&P 500 but a touch more concentrated for the potential of higher returns in the long run (mega cap 300). VIG is going to have similar movement to VOO but its a touch higher dividend yield if you are chasing and banking on the yield growing over time which is the target goal of the fund then it’s fine in the long run. You could either go 50/50 to VOO & MGK since VIG and VOO have pretty similar movements if you look at the charts side by side or keep the allocation. Please note as you get toward retirement to maybe de risk the portfolio a touch but that won’t be for a while. Always reinvest the dividends and be patient! (Not financial advice)!

Schd, Splg, Schd. Ftec, Fxaix, Dgro.

@Marcos_Milla

23 күн бұрын

I like the portfolio but why both SPLG & FXAIX🧐

@gilbertdayanan7092

22 күн бұрын

Two accounts. Correction SCHD, SCHG, SPLG. FXAIX, FTEC, DGRO.​@@Marcos_Milla

I'm 3 minutes in and here we are banging on and on about SCHD. Everybody knows about SCHD. Move on, its a yawn-fest... Oooop, 4.40 and still going.... Now we are going on about Broad Market etfs.. We know.. Nobody clicked on here unless they know these things.

@Marcos_Milla

11 күн бұрын

😀

Cannot say it enough, while SCHD has a claim to fame, it isn't anything special!

@Marcos_Milla

15 күн бұрын

@@arigutman not a huge fan of the 100% schd strategy Ari, agreed

VOO, SCHD and IXUS

@Marcos_Milla

23 күн бұрын

💪🏼diversification

Buying of just any ETFs is easy, but buying the right one without a time-tested strategy is incredibly hard. Hence which is best to buy now or put on a watchlist? I’ve been trying to grow my portfolio for sometime now, my major challenge is not knowing the best entry and exit strategies.

@PhilipCox-ws9tk

20 күн бұрын

Before investing in any ETF, it's important to conduct thorough research. Understand the fund's objectives, track record, expense ratio, and the index it aims to replicate.

@marcellasilva4015

20 күн бұрын

Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.

@DebMazo

20 күн бұрын

Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?

@marcellasilva4015

20 күн бұрын

The decision on when to pick an Adviser is a very personal one. I take guidance from Sharon Ann Meny to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

@McCachren

20 күн бұрын

I just googled her now and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.

My strategy combines ETFs for dividends and growth, including JEPI, DIVO, QYLD, SCHD, and JEPQ. Last year, my dividends totaled $102K. but not sure how to mitigate risk for this year

@Marquez919

20 күн бұрын

Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals

@Tipping-Point88

20 күн бұрын

Yes true, I have been in touch with a financial advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

@BevanBraselton

20 күн бұрын

I've been considering hiring an advisor for a long. Could you please direct me to your advisor?

@Tipping-Point88

20 күн бұрын

*Sharon Lynne Hart* is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

@ScottStraw

20 күн бұрын

Thank you for sharing, I must say, Sharon appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call

What's up with 'Juicy' dividends? Do you cash out your dividends and dip that cash in sauce?

@Marcos_Milla

23 күн бұрын

@@bsxsbjsnk You drink it

Es mejor SVOL pequeños saltamontes🤑🤑🍷🥳👯‍♂👯

@Marcos_Milla

23 күн бұрын

👀👀👀👀

SCHD is garbage 😂😮

@Marcos_Milla

19 күн бұрын

@@davidbrooks8809 Jesus David 😭

VGT outperformed SCHD and VOO over 5 and 10 years. Despite having most of my $500k retirement in VGT, I try to beat my Roth with my taxable account but still underperform the S&P 500.

@mikeroper353

4 күн бұрын

I'm taking a hybrid approach with VGT, SCHD, and VOO as my foundation over a 20-year horizon. I still enjoy life, travel, and buy what I love. It's the best combo, plus I enjoy the small victories of dividends, dividend growth, and share price appreciation.

@PatrickLloyd-

4 күн бұрын

ETFs are great, but don't rely solely on it for retirement. I retired at 62 with a $1.5M portfolio, starting with $35K, thanks to an adv1sor and dividends. Invest wisely, build your nest egg, and don't sell the chicken that lays the egg!

@PhilipDunk

4 күн бұрын

Who is this person guiding you and how can i reach he/she?

@PatrickLloyd-

4 күн бұрын

I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Amber Dawn Brummit" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.

@PhilipDunk

4 күн бұрын

Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.