Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD ) has been falling and lagging behind many other dividend funds since about 2024. The lag became more visible as Trump imposed tariffs back in April. Some investors are making callsI am an individual investor analyzing equities based on their cash flow potential, relative value and economic moat. I also write articles on ETFs with a focus on sustainable long-term total returns. I bring years of public accounting experience, economics and quantitative backgroun ...

Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD ) has been falling and lagging behind many other dividend funds since about 2024. The lag became more visible as Trump imposed tariffs back in April. Some investors are making callsI am an individual investor analyzing equities based on their cash flow potential, relative value and economic moat. I also write articles on ETFs with a focus on sustainable long-term total returns. I bring years of public accounting experience, economics and quantitative backgroun ...

月度分红投资组合表现 - 9月月度分红集合中仅5只股票和3只基金未达到理想标准 其余所有标的均实现年度分红超过单股价格的投资回报 [1] - 投资1000美元所获年度分红金额超过标的单股价格 体现高分红收益率特性 [1] 分红投资策略推广 - 每日纽约交易所交易日上午10点通过Facebook/Dividend Dog Catcher平台发布直播视频 重点介绍投资组合候选标的 [2] - Underdog Daily Dividend Show节目以现场直播形式分析被低估的分红型投资机会 [2] - 鼓励用户通过评论区提交关注股票代码 推动标的纳入后续FA跟踪研究报告范围 [2]

服务介绍 - 公司管理收益率约8%的封闭式基金和交易所交易基金投资组合 旨在简化客户收益投资流程 [1] - 服务特性包括管理收益投资组合 利用封闭式基金和交易所交易基金领域的高收益机会 目标实现安全可靠的约8%收益率 [2] - 投资组合中绝大多数为月度派息产品 以加速复利增长并维持稳定收益流 [2] 团队背景 - 分析师拥有固定收益交易员 金融分析师 运营分析师及经济学教授等多重职业背景 [3] - 具备跨市场 跨货币固定收益证券分析交易经验 涵盖债券 货币市场和银行间贸易融资领域 [3] - 研究重点集中于股息 债券和收益基金 特别专注交易所交易基金领域 [3]

行业研究 - 近期美国科技股再次飙升至历史新高 促使投资者关注估值更低的板块 其中许多板块包含股息股票 [1] - 股息基金成为研究重点 因科技股高估值环境下更具吸引力 [1] 投资策略 - 当前市场环境下 转向估值较低的股息股票板块被视为审慎策略 [1]