Uploaded December 2024 | Updated September 2026, 2 weeks ago
In this video, I'll share some mistakes people make with the popular dividend ETF, SCHD—and how to avoid them to make the most of your investments. I’ll also share a warning about Fidelity accounts that I just saw on the news today, and I encourage everyone to watch this to the end, regardless of what brokerage you use, as the insights could save your portfolio.
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➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Timestamps:
0:00 intro
1:43 Process by which stocks are selected into SCHD/the index it follows
2:31 Mistake
3:59 Mistake
5:21 Interesting subscriber comment about SCHD
5:40 Mistake
6:09 Mistake
7:13 Mistake
8:14 Mistake
9:12 Mistake
9:24 Mistake
9:59 Mistake
10:21 Another sub comment
10:51 Mistake
11:13 Mistake
11:36 Mistake
11:57 Mistake
12:10 Info on reinvested dividends over long timeframe
12:39 Inflation (and dividends)
14:40 Sequence of Returns risk
17:14 Data on how dividends generally outpace inflation
17:49 Mistake
18:56 Fidelity (& all brokerages) warning
21:20 Ending/shoutouts/pitches
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases).
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Investing Books to read (Amazon affiliate links):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ amzn.to/2STECPp
Attributions/SEO/Useful Links:
hartfordfunds.com/insights/market-perspectives/equity/the-power-of-dividends.html
schwabassetmanagement.com/products/schd
connect.rightprospectus.com/Schwab/TVT/808524797/SP?site=FundDocs
schwab.com/learn/story/timing-matters-understanding-sequence-returns-risk
https://farmdocdaily.illinois.edu/2024/06/us-inflation-and-interest-rates.html
tradingeconomics.com/united-states/inflation-cpi
spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdf
sec.gov/Archives/edgar/data/892657/000110465922112395/tm2229178-1_497ad.pdf
reddit.com/r/dividends/comments/wp3zd7/great_analysis_on_schd_methodology
msn.com/en-us/money/news/victims-across-country-come-forward-after-having-money-stolen-from-fidelity-retirement-accounts/vi-AA1vyTcH, “Victims across country come forward after having money stolen from Fidelity retirement accounts”
My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount) ➡️ site.financialmodelingprep.com/pricing-plans?couponCode=genex25
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2024 GenExDividendInvestor. All rights reserved.
#SCHD #DividendGrowthInvesting #PassiveIncome
In this video, I'll share some mistakes people make with the popular dividend ETF, SCHD—and how to avoid them to make the most of your investments. I’ll also share a warning about Fidelity accounts that I just saw on the news today, and I encourage everyone to watch this to the end, regardless of what brokerage you use, as the insights could save your portfolio.
JOIN my channel membership to access new perks ➡️ youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join
Use my FAST Graphs Link and coupon code AFFILIATE25 to get 25% off your 1st payment for new signups ➡️ fastgraphs.com/?ref=GenExDividendInvestor
Use my Seeking Alpha Affiliate Link (benefits change overtime) ➡️ sahg6dtr.com/2352ZCK/R74QP
Subscribe ➡️ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➡️ youtu.be/g_TYjj0dyyw
Watch this Video next ➡️ youtu.be/jP1ZNwSCmrQ
➡️ DIVIDEND DISCORD: discord.gg/kkSr5FY
➡️ TWITTER/X: twitter.com/GenExDividend
➡️ INSTAGRAM: instagram.com/genexdividendinvestor
➡️ PATREON: patreon.com/join/genexdividendinvestor
➡️ SOUNDCLOUD PODCAST: soundcloud.com/genexdividendinvestor
➡️ ITUNES PODCAST: podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Timestamps:
0:00 intro
1:43 Process by which stocks are selected into SCHD/the index it follows
2:31 Mistake
3:59 Mistake
5:21 Interesting subscriber comment about SCHD
5:40 Mistake
6:09 Mistake
7:13 Mistake
8:14 Mistake
9:12 Mistake
9:24 Mistake
9:59 Mistake
10:21 Another sub comment
10:51 Mistake
11:13 Mistake
11:36 Mistake
11:57 Mistake
12:10 Info on reinvested dividends over long timeframe
12:39 Inflation (and dividends)
14:40 Sequence of Returns risk
17:14 Data on how dividends generally outpace inflation
17:49 Mistake
18:56 Fidelity (& all brokerages) warning
21:20 Ending/shoutouts/pitches
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases).
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Investing Books to read (Amazon affiliate links):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ amzn.to/2STECPp
Attributions/SEO/Useful Links:
hartfordfunds.com/insights/market-perspectives/equity/the-power-of-dividends.html
schwabassetmanagement.com/products/schd
connect.rightprospectus.com/Schwab/TVT/808524797/SP?site=FundDocs
schwab.com/learn/story/timing-matters-understanding-sequence-returns-risk
https://farmdocdaily.illinois.edu/2024/06/us-inflation-and-interest-rates.html
tradingeconomics.com/united-states/inflation-cpi
spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdf
sec.gov/Archives/edgar/data/892657/000110465922112395/tm2229178-1_497ad.pdf
reddit.com/r/dividends/comments/wp3zd7/great_analysis_on_schd_methodology
msn.com/en-us/money/news/victims-across-country-come-forward-after-having-money-stolen-from-fidelity-retirement-accounts/vi-AA1vyTcH, “Victims across country come forward after having money stolen from Fidelity retirement accounts”
My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount) ➡️ site.financialmodelingprep.com/pricing-plans?couponCode=genex25
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2024 GenExDividendInvestor. All rights reserved.
#SCHD #DividendGrowthInvesting #PassiveIncome
