In this interesting video I cover the good, the bad, and the ugly of SCHD, JEPI, DIVO, and VTI, all of which are popular tickers to own amongst the dividend community.
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Note: I've recently become a Seeking Alpha affiliate and they currently have a sale running where new people can sign up for their premium membership for only $99 for the first year (starting with a 7day free trial that you can try and then cancel if you don't like it) versus the normal $239/year that I've paid for years. It's my favorite site for stock information out there, so I'm cool pitching it. They mentioned that they would probably be changing this offer soon, so verify what they are offering if you decide to try my link.
NOTE I mentioned IBM as an example stock that I personally wouldn't invest in (the point being some ETFs may hold certain positions you might otherwise not want) but that particular holding is no longer in SCHD after the reconstitution.. That's what I get for sometimes starting videos a while before I release them, haha. Also, on the DIVO site it mentions a 40%90%ish return on capital from dividends in certain documents, which is different than the amount the person who did their taxes told me they had seen, so due your own due diligence :)
Note: I believe that SCHD uses their algorithm to do most of the stock filtering, and then their managers can tweak things as they feel makes sense.
0:00 Intro
0:52 VTI
2:15 Why I recommend VTI but I prefer my dividend stocks
3:39 Why I’m bullish about VTI & US stocks
4:08 VTI details
4:27 Quiz time!
7:01 VTI cont.
8:35 SCHD
9:51 Ideal person for SCHD
11:22 DIVO
13:33 International DIVO cc ETF aka IDVO
13:53 DIVO cont.
14:05 Economy & market predictions
14:37 JEPI
17:36 Who I think JEPI is ideal for
17:56 EquityLinked Notes ELNs
19:11 Example JEPI taxes
19:34 ELN’s cont.
19:56 How much JEPI in a portfolio?
20:06 JEPI cont.
20:16 SCHD vs JEPI vs DIVO vs VTI winner
21:46 Outro
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