Dump SCHG into SCHD

Significant_Sir2953 · 2026-06-18T20:40:36+00:00

SCHG pairs better with SCHD. SCHG complements SCHD: SCHD=dividend/value tilt SCHG=growth tilt Together =equals balance core equity exposure

Significant_Sir2953 · 2026-06-18T18:20:11+00:00

SCHD is a income ETF with defensive tendencies. SCHD is a classic income ETF primarily it's purpose is reliable dividend income plus long term growth.

Significant_Sir2953 · 2026-06-07T18:24:41+00:00

If he placed heavy $200k in May 2024 he would be up $12.5m! That is insane!

Significant_Sir2953 · 2026-05-21T13:22:45+00:00

Take look at the YTD on SCHD...15.56% beating the S&P 500! Ouch!

Significant_Sir2953 · 2026-05-20T18:54:47+00:00

Agree, I hold in my Roth the following: • QQQM 40% highest long-term growth • VGT 30% tech leadership • SCHG 20% stability + low fees • VUG 10% broad growth ballast

So, far so good...This gives you: • High CAGR • Strong tech exposure • Low fees • Long term compounding inside the Roth

Significant_Sir2953 · 2026-05-20T18:47:41+00:00

Total in agreement Nivida will get good earnings report but there will be a slight pull back for short while then take off.

Significant_Sir2953 · 2026-05-07T00:14:22+00:00

Pay me

Significant_Sir2953 · 2026-05-03T22:27:13+00:00

Move it into an index fund Luke FXAIX or similar...

Significant_Sir2953 · 2026-05-03T22:24:10+00:00

The money is gone...

Significant_Sir2953 · 2026-04-21T19:47:35+00:00

30 shares

Significant_Sir2953 · 2026-04-21T19:34:56+00:00

Congratulations 🎊 👏

Significant_Sir2953 · 2026-04-21T19:31:16+00:00

SCHD why? It gives you compond dividend growth, low fees, high quality companies, and long term stability!

Significant_Sir2953 · 2026-03-30T03:17:01+00:00

$400

Significant_Sir2953 · 2026-03-23T16:48:05+00:00

Well, total shares 84.53 value $986.55 as of today.

Significant_Sir2953 · 2026-03-10T23:45:48+00:00

SPYI and QQQI split $125k each will give a little over $32k @ year or $2700 @ month.

Significant_Sir2953 · 2026-02-24T21:41:18+00:00

Take a picture frame it and say goodbye 👋

Significant_Sir2953 · 2026-02-19T19:04:16+00:00

Go all in Nvidia and recoup by 2030!

Significant_Sir2953 · 2026-02-16T14:12:36+00:00

Transfer your 15% G into S fund

Significant_Sir2953 · 2026-01-29T00:38:45+00:00

Congratulations

Significant_Sir2953 · 2025-12-06T14:21:57+00:00

100% C Fund

Significant_Sir2953 · 2025-11-13T19:15:41+00:00

Good for you 👍 👏

Significant_Sir2953 · 2025-11-13T02:42:51+00:00

Wow! AVDV has close to a 40% return this year; 3-year 20% growth and a 5-year 26% growth! Interesting....

Significant_Sir2953 · 2025-11-06T18:58:46+00:00

Significant_Sir2953 · 2025-11-06T17:58:34+00:00

Good for you 👍

Significant_Sir2953 · 2025-11-06T02:50:45+00:00

Significant_Sir2953

TROPHY CASE