Aug. 29 at 1:55 PM
SCHD + ADX = 🔥 combo.
$SCHD: 3.7% yield, 10.9% dividend CAGR, 12% yield on cost since inception.
$ADX: 8.5% yield (mostly LT cap gains), trades at discount to NAV, outperformed
$SPY over 10 yrs.
Mix = 6.1% blended yield w/ S&P-like returns but smoother drawdowns.
Monte Carlo shows 99% success rate at 5% withdrawals over 40 yrs 👏
Perfect for divvy hunters + retirees 🤑
$SCHD $ADX $SPY #Dividends #IncomeInvesting #Retirement
https://seekingalpha.com/article/4817538-schd-plus-adx-growth-value-and-income-without-compromise