Reddit Posts
Wolf Street talk that is sounding the alarm bells February 4, 2026
How does a portfolio consisting of VIG, VYM, DVY, SDY and VNQ sound?
Performance of some well known high income ETFs. (12 month). DIVO SDY QYLD RYLD 💰
Mentions
Strengthen my portfolio after selling some holdings. I took positions in VHT, SDY, EWX, GWX, SPEM, and SPDW and XLU because I don't have as much time or confidence picking individual stocks now that I'm almost 40 and starting a family. I may sell a little more tech because I'm up by a large amount
Some dividend ETFs like SDY have basically zero AI stocks. It is very convenient.
Scynexis is incorrectly mapped to SDY-101. Sdynexis is the producer of SDY-101. Scynexis creates SCY-247 and Ibrexafungerp (antifungals). Yes the names are very similar - but I do suggest a little more due diligence prior to posting. I enjoy these posts but please throw these into ChatGPT to triple check the info
do you mean dividend growth ETFs (VIG, SCHD, SDY) or growth ETFs that also pay out dividends (QQQM, VUG)
Consider looking into VIGI or SDY for more stable dividend yields.
what's propping SDY up, seriously, fucken UNH? ....
Yeah, it’s doable, but super risky. SDY, LVHD, VYM, and SCHD are solid piks. Diversify to lower the risks and you should be good
You're not going to get anywhere near that with $20K. SDY would generate you just over $500 per *year*. I would encourage you not to look at the few stocks that pay over 10%/year as that's unsustainable. Dividends aren't free money - they decrease the value of the stock because the company is now worth that much less. Look at AGNC for example. It pays 15% dividends but look at its stock price over time.
I got a cd paying 4.35%. Could be good for ppl that aren't going to buy for a year. Covid happened in 2020, market spikes in 2021, and crashes in 2022, reversing in late 23. Ill wait until the tariffs have been in effect for at least a year before dca into value funds. Split FDVV, VT, JBBB, SDY and SPY for me. Should net a modest gain of 6 or 7 percent a year
Ok so i just looked up some quick dividend aristocrat ETFs…. I don’t like the expense rations on any of these… even vanguards. Yes it’s only 0.06%… but with 1.8% dividend, that’s 3% of your growth gone…. But you have options: NOBL, SDY, VIG, DGRO… to name a few. I personally would look at the list of companies and pick the top 5 in familiar with that are close to best of breed.
# **TLDR** --- **Ticker:** SPY (implied from the image's reference to Bubble and SDY) **Direction:** Down **Prognosis:** Market experiencing significant drops; detailed analysis needed for specific trading actions. Image shows a -$4 trillion drop across various market segments. **Image Link:** [https://market-data-dashboards.s3.us-west-2.amazonaws.com/index.html](https://market-data-dashboards.s3.us-west-2.amazonaws.com/index.html) **Extra:** Looks like someone's portfolio is crying. 😭
I like SDY which is an etf if big companies that have increased their dividend consistently over the last (I think) 10 years. Typically, these are big old blue chip names that should be able to weather the storm.
Oh, forgot to explain that. That was more short sighted with current presidency. Try to add extra stability to portfolio value with possible economic downturn. I'd likely hold the SDY portion 4-5 years, not *forever* like VOO. I'm the person who makes all the financial decisions in my family (*mainly just because my spouse doesn't wanna deal with finances, not cause of any weird "I'm the boss" situation*). We do monthly check ins on our balance sheet & I just thought SDY would help mellow negative volatility.
VOO is totally valid, although I’m curious about SDY. What’s the idea behind these dividends and higher expense ratio with your time horizon? Dividends aren’t free money.
Adding 20-25% more to my portfolio value next week. I do not plan on changing any of my current investments, but am looking for advice on creating a stable backbone of forever hold. Currently thinking of putting 75% of this new money into VOO & the other 25% into SDY Game plan is to eventually increase the VOO/SDY split to be 50% of total portfolio. Any suggestions on this?
DGRW, SDY, QQQM, VTI, EMMF No 5 stocks will last my entire life. Every empire falls. Tell someone from 1989 that one day sears and most department stores will be defunct and no name startups named nvidia, Google, Microsoft, Fscebook, and Tesla would be among the biggest stocks and they'd laugh their heads off. Doesn't mean they will be defunct in 30 years but their days of 100x are over and it is unlikely they will outperform the market for the rest of my life
VOO+VNQ+SDY+QQQ = VTI VWO + VEU = VXUS. So VTI/VXUS is all you really need. Can add TLT depending on your age or if you want a hedge. QQQM instead of QQQ if you want to be more aggressive on those Large Cap stocks.
Overlap isn't bad, it might even increase gains. Naked qqq outperforms most diverse ports. That said i personally have QQA, SDY, DGRW QQA: aggressive, risky tech dividend SDY: defensive industrial dividend DGRW: diverse blend, sp500 type dividend With this setup you have a huge variety of sectors, from tech to finance to candy to steel and oil. For more gains allocate more to qqa
Thanks for the response! Since I have more equity in SPY I'll just choose to add to that one. And yeah some people have been warning me about having that much of my portfolio in a 3x leveraged ETF so I'm gonna trim that down. Question. Why do I sell SDY? I like dividends, and that's really the only reason I've been holding SDY. Is there another ticker you think would be a good substitute?
Good choice, but VYM pays on regular March/June/Sept/Dec : [https://seekingalpha.com/symbol/VYM/dividends/history](https://seekingalpha.com/symbol/VYM/dividends/history) And same for SDY.
Check out VYM or SDY for those months! Great options.
I keep a mix of TQQQ, SOXL, and SDY that I rebalance on a quarterly basis in my Roth. Today it has outperformed the S&P500 by 2% with 3x the risk.
I’d keep it in my retirement account and go for a few index funds that hit the Russell 2000, Dividend Growth companies ($SDY), an oil fund and the S&P500
There are ETFs made up of various S&P dividend stocks only . One example is SDY.
I throw money at SDY. Fairly low risk is you ask me.
At this point tech will lead the market indefinitely even if sectors rotate for a time being. You should load up on ETFs but specifically ones that are more leveraged so like XLY is a great one, XLC, SDY, QQQM, and SMH to start. Those are all great picks, all time growth is insane pretty much never decline, and paying you dividends. I hope to get to the point where I can also have substantial positions in those. For now they’re in my list!
My investment and portfolio goal is long-term growth and the accumulation of dividends. I plan to deposit funds 300 USD monthly into my portfolio. The focus of my portfolio will be on growth and continuous dividend accumulation, with the aim of generating passive income in the future. Additionally, I aim to invest in ETFs and stocks that emphasize monopoly, pricing power, operating leverage, organic growth, capital light structures, and long-term focus. This is my currently my 3 months portfolio: 300 USD monthly deposit. I am planning to include Telsa and Nvidia stock next month. VOO - 25% SCHD - 20% MOAT - 15% Mastercard MA - 15% VUG - 10% SPYI - 5% SDY - 5% VXUS - 5% Any suggestions or advice? Also I am not a US Citizen so I might not be able to take some of the advantages like the 401k etc.
Nice! That seems pretty solid! I'm spread between S&P, VOO, THTA, VIG, SDY, and SPLG.... Probably too many but I like the varieties of each of them (with a few exceptions where they're practically the same) Personally I feel like if I had 500k end goal, 15k a month is probably what I'd do too. I don't like just dumping everything in 1 shot. I like to have money in my pocket when something shiny catches my eye and I want to see where it takes me
Here you go, enjoy your retirement: 1. VTI 2. SDY 3. DGRO 4. VIG 5. JEPQ 6. SCHD 7. VYM 8. SPYD 9. NOBL 10. DGRW
In increase in interest rates maybe what hit the price of these dividend stocks. Many income investors seek short bonds such as T-bill funds like SGOV that pays a dividend of about 5%. Rates probably won't come down any time soon, so all three of PFE, VZ and BTI may refuse to go anywhere even if the company sustains the same dividend amount per year. If your plans need dividend income or just income, maybe investing in a dividend appreciation fund such as SDY or VIG, and investing in t-bills such as SGOV may work for your financial planning.
I have 100k in liquid cash and around 200k invested in stocks(Faang, bitcoins, ethereum, VTI, SDY,SPU and similar ETFs). My stock investment is at all time high. Planning to buy a house with 200k down payment. What is the forecast of stock market in 2024? Should i buy now and keep my cash liquidated for down payment?
Haven't invested it as of yet just wanted some more feedback. Looking for good dividend rather than sitting on it at the bank. Helpful suggestion welcome please 3k in SCHD 3k in VYMI 3k in SDY 1k in BEN 1k in O 1k in TROW 1k in AMCR 1k in PEP 1K in ED
At 19 you don’t need JEPI or SDY in my opinion
SCHD over SDY. Add O. Get money into ROTH accounts long term. Go to sick call if you're hurt. If it's not documented, it never happened.
I'd bend over to pick it up. On the other hand if 20 0dte SDY calls I bought for at a dip for 1k expire worthless I'm like - meh. So completely regarded
Your not gonna make much money on $100 no matter what stock it's in unless you get extremely lucky gambling on a penny stock (don't do that either). I don't have earned income and can't open a ira so I throw most of my investing money into VTI, SDY and BND at varying amounts.
I am 21 years old and am graduating college this spring with no debt. I am looking for a job and hopefully making 60k+ out of college. I have a low 7 figure investment account via an inheritance that I hope to not touch for a very long time (eventual house purchase in 10+ years). I currently have 90% of that invested in a variety of low risk large-cap and dividend ETFs including SPY, SDY, and VV. I am holding 10% cash in anticipation of a market drop and intend to invest the majority of this. I would like this account to grow consistently, but am looking for positions half a step riskier than my existing holdings. What should I be buying and when? ​ \*This is my first post so forgive me if I am missing any useful info.\*
This is SPY vs DVY since 2003 (DVY inception date). SPY wins. https://stockcharts.com/freecharts/perf.php?DVY,SPY&n=4806&O=011000 SPY vs SDY since 2005 (SDY inception), SPY wins: https://stockcharts.com/freecharts/perf.php?SPY,SDY&n=4297&O=011000 VOO vs VIG and VYM since 2010, VOO wins: https://stockcharts.com/freecharts/perf.php?VOO,VIG,VYM&n=3087&O=011000 These are all total return and presume DRIP *without taxes*. In a taxable account the dividend funds would be doing even worse.
If the rule is you can't touch it for 20 years, then invest it in either SDY or SLG. They both give some incredible dividends and are likely to still be relevant in 20 years.
I found an ETF that didn't lose money this year. SDY. Might use this fund for holdings instead of VTI.
Semis look interesting. I don't like the export controls Biden has in place to China (I like the controls, but don't like the impact/risk will have on semis performance). I was long NVDA (gain) for many years, and also had AMD (loss) but ditched both Jan 21 on first significant dip. Banks are interesting, def less risk than 08, given better mortgage quality. I do like BRK/B going into this, think of it as an actively managed value fund -- will see on Sat however, def near term downside risk, but I think one to own with long term horizon. Strong bets here are SDY/VDC and SCHD -- value/dividend ETFs (pay between 2.5-3.5%) with some growth potential. Energy has been amazing this year, but is cyclical -- if you held VDE since 2008, you'd be still even :-\\. Healthcare is evergreen -- XLV, but has still lagged the S&P but is worth a position. I still have very heavy positions on AAPL, MSFT, GOOG all on 10 year horizon.
I'm probably quite a bit older than you tbh, been 20+ years in market. Tbh, if I'd never stayed in market, would never have accrued this kind of capital (I weathered the '08 crisis -- had Lehmann Brothers, Washington Mutual etc. went to 0). But if I'd got out, I'd have sold AAPL etc. Weathered the dot com bust also (that's why I dumped all SaaS shitcos in Jan). This time, I was like "this will return to mean" either the hard way (market tanks) or the easy way (market treads water). I guess it was the hard way. I've had bond funds over the years but really didn't pan out LSBRX etc. Even that's down 17% YTD. The best option I've found is to stay long SPY etc. don't trade it, and just ride it out. I've rebalanced heavy into SDY, SCHD, VDC etc, but too little too late.
Have positions across the board. Exited a lot of tech bubble stocks on January. Kept Apple, Msft, Google etc. Added more S&P too early. Best new bets have been SDY and BRK/B without those would be worse.
Yeha especially if you bought the calls at the bottom, when you presumably sold your puts. I kinda regret not but calls when I sold my puts, but instead bought some SPY and SDY directly.
SDY SPLG DIVO JEPI JEPQ, hedge with puts. Port is still Green (for now)
I did since 2005 and got this, couldn't find a older dividend etf Initial investment: $10k SDY: $40,717 QQQ: $79,275 Enjoy!
[Compare the return rate of SPY to the return rate of SDY](https://www.askfinny.com/compare/SDY-vs-SPY). In general, dividend-focused stocks don’t give as high a return. Long term that’s almost always true. In your 30s and even 40s, if you plan on retiring anywhere around 60 you should be investing in large caps/growth/value stock.
Honestly it doesn't seem like a bad idea right now. I've been DCAing into SDY and SCHD since the beginning of the year and I'm hesitant to put anything into growth funds since TSLA is currently such a large component.
Hi Dividend stocks don't grow so you need a bit of both, growth and income. Look into ticker SDY for S&P500 ETF from the dividend paying companies in the S&P. Here are also some dividend paying stocks/ETFs to look into, just suggestions T, BP XOM, NEE, KMI, CVX, O, XLE, XLRE.
Smart. investing in them tomorrow. Selling all of my shares in the $SDY.
I’m looking to invest $5,000 in a mutual fund or ETF. I’m 24, employed, making roughly $60k/year. I’m looking for a 5-10 year investment and want something relatively safe. I already have some money invested in SDY (SPDR Series Trust S&P Dividend ETF) but that is growing a little slow for my liking. A mentor had recommended VTSAX, would this be a good option? Or are there better mutual funds/ETF’s out there? Thanks in advance!
I’m a noob too, but I’m starting slow with index funds, fxaix, SDY. Buy stocks in companies that have large market share in their industries, especially during market downturns. A small portion can be used for risky/meme stocks, like 10% of your total funds or so. Definitely check out r/bogleheads as others have suggested, which is a more conservative approach based on index funds. I’m new like you but that has been the general advise I’ve been given and have been reading
Same, been watching BND and VSCH drift lower over the last year. Might shift it into something like SDY or DVY.
I'm a beginning investor. 25 year old medical student in the U.S. looking to get about $10,000 worth of savings into the stock market in the form of index funds. Ideally just looking to keep pace with inflation and maybe set me up for slightly more comfortable school loan repayments down the road (4-5 years from now). My question is how you would suggest allocating these $10,000 in funds between index funds? I did a quick look and have identified VTI, FITLX, VTWO, VNQ, SDY, VUG, SWPPX, and FNILX as potential investments after just recently opening a personal brokerage account. Should I invest equally in all of these, just pick a few to invest in equally, or split the allocations into these funds by some other calculation? Thanks for the advice.
I just buy SDY and DVY every month and plan to let it stack for 30 years.
You are not a disciplined investor. You invest in meme stocks. People like you should stick to index funds. Put half your portfolio in VOO. Put a quarter of your portfolio in SDY. Put another quarter of your portfolio in some other index fund like VTE. Turn on DRIP. Walk away. Come back in 5 years when you have better discipline.
The perception of what are “safe” or “not even high risk options” plays nowadays blows my mind. I was expecting OP to say he was holding SDY, DVY, etc. We’ve all been spoiled with this liquidity boom.
Correct. You might as well just buy SDY.
Yes, OP does both index investing and stock picking, so we need to consider which they intend to do with *this* money. Here is what they say: > I am very open to new ideas but ideally **would prefer to not have to worry about most of the investments and hold for the long-term.** For reference, I've been looking into **VOO, SPY, SDY, QQQ, IWF, and VYM** but am not very confident about the major differences between them. Every single ticker they listed is an ETF, and all but one is an index fund. None are individual stocks. It appears, then, that OP is not minded to stockpick with this particular bucket of funds. With that in mind, do you still think OP should hold cash, and why? You must realise that Buffett does not help you here at all.
Dividend aristocrat ETFs like VIG, SDY, DVY and SCHD. All four funds experienced better than 20% gains last year and provide a hedge against rising interest rates.
Yeah - it pays a smaller div, but works. Might also consider some like HDV, IEV, JDIV, RDIV, RSX, SCHD, SDY, VTV And if you have any debt - I would recommend you zero that out first and get yourself living on a cash basis.
What's your strategy here? Buying options on a dividend ETF is probably not the best move given that it's a long term hold for most people usually won't see the price influx that you'd want in a short dated, OTM call like you have. Last week had decent growth, but SDY has hit resistance three days in a row which leads me to believe that IV or Theta is going to eat away at your premium. It also may not become ITM leaving you with no intrinsic value at the expiration date either.
I considered SDY, but some commenter on r/investing said that in the long run FZROX would probably yield more than SDY. To be honest I don't even really know what SDY is. The TikTok investing advice wasn't bad. The guy went "What's the best stock to buy? All of them. If you buy a little bit of all the stocks, it grows, and you're not fucked if one of them goes bankrupt." FZROX is most comparable to the Russel 3000, but with no fees on Fidelity platform.
High dividend value stocks to get you started: MO, T, ET, XOM, and SDY if you want some fast paced theta action you could consider IWR, IWM, SPY for three option expirations per week I wouldn't really listen to what others say as far as what stocks to buy to get going, stick with whatever industries you may know.
Tech is gonna get hammered Q1 with rising rates. Going all in on $SDY
I had over 20,000 in my life savings I yoloed it into one stock trying to get rich quick. I lost about 50% of it. I tried to take risky stocks to get it back and lost 50% of that. I am now trading smarter and slowly making my way back up. Keep most of it safe in a good etf you like, I reccomend SDY or SPY. Like 25% or so you use for your stupid plays but no more. Just my advice, good luck eithet way
I’ve just been following typical normal advice and putting in small amounts everyday into SPY & SDY, but it’s been difficult to justify it when I’m only ever seeing drops. Obviously long term they always go up/outperform but I don’t feel like I’m making any progress when the only time I see my charts go green is when I’m depositing funds. Any advice on the matter? I already have emergency savings so any non-bill paying money I’m making is going towards investments.
If you're new to the market, do yourself a favor and invest half of your initial investment, and half of every future investment, in broad-based index funds like VOO, or SDY if you want to be conservative. Invest the other half in whatever the fuck you want.
I know you guys don’t wanna hear this, but I think the best place for money to be at right now is maximum boomer stuff. Dividend stocks and what not. SDY, SPHD, stuff like that
We started late in investing because life happened and early on we were burdened by student loan, credit card debt along with a ridiculously high mortgage and need advice. We're both 56 years old and plan to retire at 67. We plan to max out both ROTHs, HSA, will have $5800 in SS income and contributing up to the company match on 401k. We'd like to invest in the following: FZROZ@60%, FZILX@20% and FSRNX@20% in one account. Then VYM, SCHD, SDY and HDV for high yield dividend ETFs in another. We're concerned that we won't have enough growth if we go with the recommended FXIFX and/or FIHFX but we can't afford to lose it all either. Any recommendations would be great. We're late to the retirement game but still want to live well.
I mean it's better than losing money. Although technically you lost money to inflation. You should at least just put 20% of your portfolio into a broad based index like VOO or SDY. Then, after you see it CONTINUALLY outperform the rest of your portfolio every year, you will find yourself putting more and more money into it. I have been beating "the market" consistently for about 12 months due to a series of educated decisions. But even I don't expect this to last. And like 60% of my portfolio is broad-based indices.
A simple dividend ETF would be good. $SDY, $SCHD
VOO. VTI. If you want to be more conservative, SDY. Turn on DRIP and walk away.
Yo does anyone 30 and under have dividend stocks / etfs in their long portfolios? Thinking about picking up SDY or SPHD maybe
Which one? IVW, KBE, or SDY
When I was new to investing I kept reading that the best investments were the stocks and ETF's that paid a higher dividend yield so I invested in these ETF's that had a dividend yield about 2% higher than a total stock market fund. Ten years later I looked at their total return with dividends reinvested against a total stock market ETF with moderate dividends. To my shock the ETF's with a higher dividend yield did poorly. Here are my investments of shame: HDV FDL PEY SDY SPHD VYM
Is SDY the boomerest stock on the market?
Great here are 7 ETF’s that pay a dividend 1. Vanguard Total Stock Market ETF (VTI), $257.2 billion in assets, 1.2% annualized yield. 2. Vanguard Dividend Appreciation ETF (VIG), $60.9 billion, 1.5%. 3. Vanguard High Dividend Yield ETF (VYM), $37.7 billion, 2.8%. 4. Schwab US Dividend Equity ETF (SCHD), $26.3 billion, 2.9%. 5. Vanguard Total World Stock ETF (VT), $23 billion, 1.6%. 6. SPDR S&P Dividend ETF (SDY), $19.8 billion, 2.6%. 7. iShares Select Dividend ETF (DVY), $18.5 billion, 3.2%
I am not a financial advisor. overall, your portfolio fine. if you want my take on it, considering you're 18 then: 1) KISS (Keep It Simple, Stu): get rid of the Income (eg SDY, INUTX, KO) investments and redundancy (having both ITOT and VOO). Maybe just consolidate most in to ITOT (which has benefit of small cap stocks). 2) also get rid of LUV since historically airline investments not best growth opportunity (how do you make million in airlines...start with a billion). 3) if you want to invest in individual stock(s) as an overall percentage of your portfolio (eg 10%), choose growth stock(s) that holding 10 to 50+ yrs could be multi-bagger, eg the next FANMG (Facebook, Apple, Netflix, Microsoft, Google). Preferably companies you are familiar with their products/have experience with. It's fine to buy one/some of FANMG if that's what you're most comfortable with. 4) for individual stocks, remember to buy with margin of safety. For myself I would buy more SOFI at under $15, PLTR at under $18. 5) but I want to re-iterate, overall your IRA investing is fine and there's no need to make changes immediately (or ever). As you learn more about investing, just take in to consideration what I suggested with a grain of salt. 6) good luck.
The majority of my holdings is in VOO I just got bored and bought those a while back, FNMA lost me 200 =-( but AFL SDY And LUV have been pretty good to me so i figured I would keep them
Those are some interesting stocks to hold in a Roth.. SDY, LUV, AFL, FNMA Why not just hold everything in VOO?
Tell Me What I Am Doing Wrong I have the majority of my savings in a Roth IRA, In which I hold, SDY LUV VOO AFL KO FNMA ITOT INUTX I am 18, going to college soon, my family will pay for my schooling, live in the USA and wondering if this is a solid spread, I have multiple of the stocks listed, not planning on realizing any for a while, might shuffle a few around once I get more money. Tell me what I am doing wrong, what I am doing right. I am looking forward to learning some sound advice, so shoot.
Tell Me What I Am Doing Wrong I have the majority of my savings in a Roth IRA, In which I hold, SDY LUV VOO AFL KO FNMA ITOT INUTX I am 18 going to college soon, My family will pay for my schooling I live In the USA and wondering if this is a solid spread, I have multiple of the stocks listed, not planning on realizing any for a while, might shuffle a few around once I get more money. Tell me what I am doing wrong, what I am doing right. I am looking forward to learning some sound advice, so shoot.
Fair enough. Let's compare the ones that existed in 2011 to VTV (large cap value) since 2011: * **VTV: 35.5%** * VIG: 36.6% * SDY: 35.5% * DVY: 35.0% * VYM: 35.1% * PEY: 35.5% They performed exactly the same as VTV with a 0-2% difference, not the 25% OP claimed. Note that all of these underperformed VTI at 38.0%, but VTI is a different sector, so it's not a fair comparison.
This is an extremely lazy and misleading analysis with no data. OP's probably almost certainly did not use total returns or forgot to include dividend reinvestment. **With the exception of HDV, the High Dividend ETFs he mentioned are not that bad. They're only off by roughly 5% from VTI performance.** This is from Portfolio Visualizer's backtest starting from the year listed, reinvesting dividends, DCA'ing the same amount every year. SYMBOL: Year started - DIV stock vs VTI performance * NOBL: 2015 - 46.5% vs 49.2% * HDV: 2013 - 36.4% vs 42.3% * VIG: 2008 - 31.6% vs 32.8% * SDY: 2008 - 30.9% vs 32.8% * DVY: 2006 - 27.7% vs 30.0% * VYM: 2009 - 32.34% vs 34.9% * PEY: 2007 - 29.1% vs 31.4% * SCHD: 2013 - 41.9% vs 42.3%
This is an extremely lazy analysis with no data. **With the exception of HDV, the High Dividend ETFs he mentioned are not that bad. They're only off by roughly 5% from VTI performance.** This is from Portfolio Visualizer's backtest starting from the year listed, reinvesting dividends, DCA'ing the same amount every year. SYMBOL: Year started - DIV stock vs VTI performance * NOBL: 2015 - 46.5% vs 49.2% * HDV: 2013 - 36.4% vs 42.3% * VIG: 2008 - 31.6% vs 32.8% * SDY: 2008 - 30.9% vs 32.8% * DVY: 2006 - 27.7% vs 30.0% * VYM: 2009 - 32.34% vs 34.9% * PEY: 2007 - 29.1% vs 31.4% * SCHD: 2013 - 41.9% vs 42.3%
For the S&P500, I like VOO and the equal weighted RSP. There also is a dividend focused S&P500 fund, the SDY. For tech, I like your QQQ and a health equipment ETF, IHI. An interesting mini QQQ is the PSCT, mostly small cap tech firms. For international, I dabble in Japan with EWJ, and there are a bunch of similar country specific ETFs.
Since when is SDY a high income etf
Moving from Robinhood to Fidelity: Should I sell what I have in Robinhood and rebuy in Fidelity? I'm really new to investing, and I'm thinking of switching from Robinhood to Fidelity. All I have in Robinhood is 2 free stocks (that I don't really care about), and 1.19 shares of SDY (which I hope to keep and eventually expand once I have a steadier income). I saw that there is a $75 fee to transfer your portfolio from Robinhood to Fidelity, so should I just sell all my Robinhood assets, open an account on Fidelity, and rebuy since I don't really have that much? Is there a good time for me to make the switch, or should I just do it whenever?
Looking for safe long term ETFs. Right now I got SDY, VTI, MJ, VOO, VEA, VXUS and YOLO. Anything I should add or remove? Thanks!
The same I am. I'd put like 40% in SDY, 20% in SPY, the rest in emerging market and semiconductor index funds. Now, if I had inherited it 2+ months ago, 20% of it would have gone into Exxon which I've also done. I wouldn't do that at today's XOM prices, though. I think index funds are a better buy again.
You should be investing in index funds. I've made 5 major stock picks over the course of 5 years investing. They've all panned out. -JNJ during the talcum powder scandal -Ford immediately after the dividend slash -XOM a couple months back at 45 and then again at 52 The other 2 you haven't heard of. Everything else I'm in is index funds. Primarily SDY, SPY, then semiconductors, and some emerging markets funds.
I have calls on some dividend ETFs (DVY, SDY) and those are rallying. It seems to me we are having a market rotation, just like in early March. People who caused the run up to the earnings season are moving their money to dividend stocks for upcoming boring season and these money might stay there for the next month or two. After that we will see another earnings run up. Just plan accordingly with your plays, don’t fight the trend, go along with it!
I am a 28 year old living in the USA and receiving SSDI (disability payments - $2,500 a month). I have $50,000 in my Fidelity account in money market (not being invested), $17,000 in my checking account, I live with my parents, and have no debts. I am an absolute beginner when it comes to investing but I intend to invest $20,000 from my Fidelity account in stock market indexes. The indexes that I am looking at are SDY (SPDR S&P Dividend ETF ) and FZROX (Fidelity® ZERO Total Market Index Fund). I know these spread out my risk by spreading out over a lot of different stocks, but I have no idea which is better. Please advise.
So obviously I can't see the future but I fail to see why people love dividends so much. Investing with a focus on dividends historically has not produced greater total return than other forms of investing I could give you a list of big dividend stocks that have basically done nothing for years on years (T, F, GE, XOM) or just ask you to plot some high dividend ETFs (VYM, SCHD, SDY) and compare them to total market funds (SCHB/VTI/ITOT) So honestly if you are wanting just to generate maximum total return, historically dividends stocks do not do that. Now going forward will they, maybe but historically they have not
S&P index funds SPY or SDY
DVY was issued in 2003 and tracks the highest paying dividend stocks. The chart shows the cumulative impact of non-inclusion of the dividend stream in Total Return charting. Most sites show the flatter line hence investors think it’s a low growth asset. When in fact it’s a high growth, low volatility proposition. SDY and schd are similar etfs. https://finance.yahoo.com/m/4922d6b4-ffa5-3083-8b1a-b94c44bb13a7/these-dividend-paying-stocks.html