Opinions
Larry Berman CFA, CMT, CTA
Schwab US Dividend Equity ETF
SCHD-N
COMMENT
Apr 28, 2025
$25.790
Stock price when the opinion was issued
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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WEAK BUY
COMMENT
An alternative to this that won't involve a tax hit Holds 100 US high-dividend names like Merck, Verizon, Pepsi, and pays a 3.9% dividend. He prefers the Canadian version, XHU or XHD (Cdn-dollar hedged). Speak to an investment professional to understand US estate tax, if that is a consideration.
E.T.F.'s
HOLD
Keep in a RRIF?
A basket of US dividend stocks, fairly cheap MER. At first glance, some of the names look quite fine. On the right track with the high dividend strategy. Comparing this one to the S&P, this ETF is more diversified away from tech.
He doesn't own this, not because he doesn't like it, but there are so many ETFs to choose from. So he's not intensely familiar with this one.
E.T.F.'s
WEAK BUY
What dividend stocks does this hold? The most robust, the highest, or great companies with fine balance sheets? Also, spread the investment, investing in ETFs that offer covered calls, or ETFs with growth and/or dividend aristocrats.