Nov. 26 at 2:28 PM
Dividends are real. The price drop on payout day doesn’t change earnings, which means valuation improves. That’s why funds like
$SCHD matter — consistent dividend growers, strong ROE, solid free cash flow, and disciplined rebalancing. The fund is shifting toward undervalued Health Care names like
$MRK $ABBV $BMY as the sector wakes up. With rates trending lower, qualified dividends become more attractive vs. cash yields.
$SCHD sits near 10-year-high starting yields while REITs, MLPs, and staples trade at big discounts. Dividend value is back on sale.
https://seekingalpha.com/article/4847759-schd-why-dividends-are-real