In my opinion you don't want to be seduced by large dividends, best to concentrate on the total run, there's no point in collecting large dividends if your overall investment is going down. However I'd say JPEQ, SCHD, QQQ and IWMI, I put down 250k to ETFs, I've come to see the market is always worthwhile when you k ow what you're doing. It was this time last year I made a huge breakthrough with $100k, handed it to a remarkable adviser, I'm positive I'd hit the million mark this first quarter.
@daviegelo248121 күн бұрын
One cannot deny the importance and role professionalism and expertise plays as regards remunerative results.
@alecapaula185621 күн бұрын
Perhaps a little more on your adviser ma'am, I'd really appreciate it.
@joceylingranada911521 күн бұрын
Very well a little due diligence on Amelia Sophie Woledge would get you in the know.
@alecapaula185621 күн бұрын
I put her name to google to know more, going through her page it's obvious why you're lucrative. Thank you for this.
@ProsperityPulsePoint21 күн бұрын
That's a solid perspective! Focusing on total returns is definitely crucial for long-term success. It sounds like you have a great strategy in place with those ETFs!
@Championmind-o1j7 күн бұрын
My portfolio currently consists of 30% SCHD, but this year I was thinking of expanding into growth stocks. Should I concentrate on diversification or utilize my $95k to purchase more SCHD?
@ChakraCleanse-o9f7 күн бұрын
Diversifying your investments is a good idea because it's never a good idea to put all your eggs in one basket. Seeking expert guidance from a CFA can be beneficial if you're unsure.
@CoolWhip-b7u7 күн бұрын
Yes, a lot of people minimize the role of a CFA until their feelings become enraged. I needed a good boost to remain afloat during the COVID-19 pandemic, so I looked for advsrs and was fortunate to find one with grit. Since Q3 2020, my portfolio has increased by 25% each quarter as of right now.
@Revival-f5k7 күн бұрын
Would you be able to suggest your advsr? I've been trying to find someone to assist me with portfolio management.
@TropicalGoodness-p2h7 күн бұрын
Would you be able to suggest your advsr? I've been trying to find someone to assist me with portfolio management.
@CoolWhip-b7u7 күн бұрын
Since every person's circumstances are different, I'm hesitant to make particular recommendations, but I've worked with Patricia Grace Barry for six years and heartily endorse her. Check her out to see if she fits your requirements.
@TianaManeO18 күн бұрын
One lesson I've learned from millionaires is to always put your money to work, no matter how small. Even investing €200 per month can compound to tremendous wealth over decades. The key is to keep going!!!
@ibrahimaisaadan18 күн бұрын
My advice for who wants to grow financially this year, invest. Saving is good, but investing elevates your finances. Thanks to my financial advisor, my portfolio is thriving, and l'm proud of last year's decisions.
@georgestone012318 күн бұрын
People often don't realize how important financial advisors are. Data from the last 50 years shows that people who work with CFAs usually earn more than those who don't. I've worked with a Adviser for 7 years, and now I have a $2 million portfolio.
@BaffySchenck18 күн бұрын
This is definitely considerable! think you could suggest any cfa I can get on the phone with? l'm in dire need of proper portfolio allocation..
@georgestone012318 күн бұрын
I've stuck with ''Julianne Iwersen Niemann" for some years now, and her performance has been consistently impressive. She's quite known in her field, look her up
@BaffySchenck18 күн бұрын
I ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
@Patriciabanks526 күн бұрын
SCHD is a solid choice for dividend investors, especially in uncertain markets. With its consistent dividend growth and solid track record, it feels like a reliable long-term hold. I’m focusing on ETFs like SCHD to balance growth with stability, especially as we navigate the impacts of rising interest rates.
@Johnlarry1226 күн бұрын
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
@frankbarnes2226 күн бұрын
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2025.
@monicawill526 күн бұрын
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
@frankbarnes2226 күн бұрын
My CFA, Carol Vivian Constable is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.
@monicawill526 күн бұрын
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
@sarawilliam69624 күн бұрын
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
@carssimplified219524 күн бұрын
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
@brucemichelle5689.24 күн бұрын
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
@NicholasHarmon-ow3jl24 күн бұрын
I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
@brucemichelle5689.24 күн бұрын
I've experimented with a few over the past years, but I've stuck with Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
@NicholasHarmon-ow3jl24 күн бұрын
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
@LesterHess-t1x19 күн бұрын
For dividend investors, SCHD is a wise option, particularly during volatile markets. It seems like a safe long-term investment due to its steady dividend increase and strong track record. To strike a mix between stability and growth, particularly as we manage the effects of rising interest rates, I'm concentrating on ETFs like SCHD.
@wmwoods-l4f19 күн бұрын
I concur. We should exercise caution even when presented with excellent prospects. It is crucial to seek market analysis or counsel from qualified market strategists.
@speak2Gary19 күн бұрын
Indeed, having a well-thought-out plan is essential. Since the beginning of last year, my portfolio has doubled. It may take until Q3 2025, but my financial advisor and I are aiming for a seven-figure objective.
@karitanaw19 күн бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@speak2Gary19 күн бұрын
Her name is. Annette Marie Holt’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@speak2Gary19 күн бұрын
Annette Marie Holt is the licensed advisor i make use of.
@colepfiefer25 күн бұрын
I used to think it was just about buying stocks, but I didn’t realize there are strategies for managing risk and actually making a profit. Now I feel kinda stuck since I’m not seeing any profits in my portfolio. Do you have any recommendations on what I should consider? I’d really appreciate it
@daniel-w5g1u25 күн бұрын
It's not just about having money to invest in stocks; it's about knowing the right strategies for profit and managing risk. That's why working with an investment advisor is important-they have insights not available to everyone.
@daniel-w5g1u25 күн бұрын
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $3.5 million retirement goal thanks to my subsequent investments.
@colepfiefer25 күн бұрын
This is incredible. Could you recommend who you work with? I really could use some help at this moment.
@daniel-w5g1u25 күн бұрын
My CFA is Gabriel alberto william, a renowned figure in his line of work. I recommend researching his credentials further. he has many years of experience and is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance or even render financial advices, but so glad I did.
@colepfiefer25 күн бұрын
Thank you so much for the suggestion! I really needed it. I looked him up online and explored his website; he has an impressive background.
@OroborusFMA27 күн бұрын
Bought 20k worth of SCHD in late December. It's holdings balance out my individual stocks and more aggressive ETFs.
@ProsperityPulsePoint27 күн бұрын
That sounds like a solid investment strategy! Balancing your portfolio with SCHD is a smart move, especially with its strong dividend performance.
@timmyg00042026 күн бұрын
It has lost a LOT of value the last 2 months. Only gained around 3.5% since July/ Aug.
@Andrew-it7fb24 күн бұрын
@timmyg000420 which means it's on sale
@DonaldStokes-p6 күн бұрын
My primary concern with ETFs is their lack of optimization. A significant drop in any single stock within an ETF can pull down the entire portfolio. That said, ETF or not, I don't see the stock market slowing down anytime soon, and I'm considering investing around $60k. However, I’m not entirely confident in my skills just yet.
@PASCALDAB6 күн бұрын
However, there are still investors making solid returns during this period. You need to be well-informed or seek help from a professional.
@viviancarolgioao6 күн бұрын
I've seen over 45% growth in my portfolio this year, but my Financial Advisor has recommended that we diversify moving forward. It’s clear that a rising market doesn’t always signal a healthy economy, but we might as well capitalize on the current momentum while it lasts.
@lawrencedyke6 күн бұрын
How can I find a trusted financial planner like yours?
@viviancarolgioao6 күн бұрын
I've stuck with SHARON ANN MENY since the pandemic, and her performance has been consistently impressive. She’s quite known in her field with over two decades of experience, simply look her up.
@lawrencedyke6 күн бұрын
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
@campingalan26 күн бұрын
SCHD is currently 40% of my brokerage portfolio. As I am about 3 or 4years from retirement, I am going to increase it to 50 %.
@ProsperityPulsePoint26 күн бұрын
That's a solid strategy! SCHD has been a strong performer, and increasing your allocation as you approach retirement could pay off well. Best of luck with your investments!
@kito1san20 күн бұрын
25k in schd will not beat your full time job. It doesn't even pay min wage. Unless they are talking about future payments like 20 years later or your retirement. I suppose anything you put now will work towards your retirement full time job. If you want it too beat your full time min wage job right now, try having $875k invested in schd.
@ProsperityPulsePoint19 күн бұрын
I appreciate your perspective! Investing is definitely a long-term game, and it's important to consider future gains. Each investment can play a role in building a more secure financial future.
@002tar10 күн бұрын
yeah you are right- this headline is totally misleading
@RB-je3yj27 күн бұрын
SCHD/JEPQ SCHD/VGT SCHD/$CHG These combos are excellent solid options! $1.5 million between my Roth and Brokerage accounts!
@ProsperityPulsePoint26 күн бұрын
Those are some solid investment combos! It sounds like you have a great strategy in place for your accounts.
@gersonpina305323 күн бұрын
🧢
@andreyshulgin598427 күн бұрын
The game is long, and as said in sports, something like: "Offence gets you to the play-offs, but defense wins championships."
@johnsog33724 күн бұрын
@5:58 target price for 2025, $313/ share ???? Right now $27.25 (1-8-25) . $27- $313 More than a 10 banger for a div etf in a year?? Guessing they forgot the recent split.
@ProsperityPulsePoint23 күн бұрын
Haha, right? That would be wild! But hey, who knows? The market can surprise us. Let’s just keep our fingers crossed! 🤞
@awakenotwoke483011 күн бұрын
I'm with Schwab and have SCHD. Why does Market Edge say to avoid or sell the position?
@ProsperityPulsePoint10 күн бұрын
It's always good to do your research and consider various perspectives. Market Edge might have different analyses, but it's essential to weigh their advice against your own investment strategy and goals.
@awakenotwoke483010 күн бұрын
@@ProsperityPulsePoint thanks for the response. I bought it lower than where it's at I was just concerned why it's getting a low rating. It says it's over bought and on a downward trend but it's been slowly going up?
@lokeshk464213 күн бұрын
I want to invest in schd but I see very conflicting reports including the people commenting here. What do you all think of AT&T? It used to be dividend aristocrat but now it is not going anywhere; in fact I want to sell it and buy more ETFs.
@ProsperityPulsePoint13 күн бұрын
It's definitely wise to do your research before making investment decisions. SCHD has its advantages, but it's always good to consider other options like AT&T and how they fit into your overall strategy.
@lokeshk464213 күн бұрын
@ , thanks for your response. I’d rather sell AT&T and buy more if nvda, pltr, sofi etc. 😊
@eplugplay840927 күн бұрын
I bought 6000 shares in the last 2 weeks.
@ProsperityPulsePoint26 күн бұрын
Wow, that's a significant investment! It sounds like you really believe in SCHD. How has your experience been so far?
@eplugplay840926 күн бұрын
@@ProsperityPulsePoint It's going good, just DCA into every month.
@anthonyserkies987521 күн бұрын
and its been falling like a rock. lol
@eplugplay840920 күн бұрын
@ been adding while it’s falling. So far avg at 26.80. It’s only 20% of my portfolio so it’s cool just a part of it. Near 7500 shares now.
@danielsvids732527 күн бұрын
Given that it's $27 I do not think it will be reaching $300 any time soon
@Wubby80527 күн бұрын
I saw that comment, thought I misunderstood it.
@johnholland88926 күн бұрын
Did they mean 30.00 maybe
@fallingforwardfinancial151826 күн бұрын
I agree.
@fallingforwardfinancial151826 күн бұрын
@@johnholland889that's what I was going to say.
@ProsperityPulsePoint26 күн бұрын
It's true that $27 seems far from $300, but remember that investments can take time to grow. It’s all about being patient and looking at the long-term potential!
@truecaller230224 күн бұрын
313 target price in 2025 from below 29 now?
@ProsperityPulsePoint23 күн бұрын
Right? That’s a crazy jump! Let’s hope it pans out like we all want it to!
@WealthyChronicle25 күн бұрын
I'm a fan of growth, but honestly, with inflation and a possible recession, SCHD’s stability and dividend payouts are starting to look way more appealing. What do you think? Worth the risk?
@ProsperityPulsePoint25 күн бұрын
I totally understand your concerns! SCHD does offer stability and solid dividends, which can be a safe haven during turbulent times. It’s definitely worth considering if you're looking for a reliable investment strategy!
@tonynikon25 күн бұрын
I have 2 accounts for 401k from 2 different employers. One has 25k but I currently not working for them. How do I make a rollover from my 401k to SCHD and paying a minimum amount of taxes?
@minafakhri837117 күн бұрын
Dividends from SCHD are typically taxed at the qualified dividend rate, which is often lower than regular income tax rates for many investors. Meanwhile, Nvidia continues to be a major market driver, contributing significantly to the recent gains in the S&P 500. With its stock up over 90% this year, Nvidia rose another 2.5% on Monday, helping push the Nasdaq 100 to a record high. I’m actively looking for companies to add to my $350K portfolio to boost its performance. Any suggestions are welcome!
@AravindRia17 күн бұрын
I believe the next big opportunity will be A.I. For sustainable growth similar to META, it’s crucial to avoid impulsive decisions based on short-term fluctuations. Focus on patience and maintaining a long-term perspective, and most importantly, consider seeking financial advice to make informed buying and selling decisions.
@SamuelUlrich-o4u17 күн бұрын
Many people downplay the importance of advisors until they get burned by their own emotions. I remember a few summers ago, after my lengthy divorce, I needed a solid boost to keep my business afloat. I researched licensed advisors and found one with top qualifications. She’s helped grow my reserve, despite inflation, from $275K to $850K.
@UnityStandard17 күн бұрын
This is definitely worth considering! Do you have any professional advisors you could recommend for a phone consultation? I’m in urgent need of proper portfolio allocation guidance.
@SamuelUlrich-o4u17 күн бұрын
Her name is Rebecca Lynne Buie, and she’s highly regarded as an expert in her field, working with Empower Financial Services. A quick online search will show her extensive experience and deep expertise in financial markets.
@SamuelUlrich-o4u17 күн бұрын
Google Rebecca Lynne Buie and do your own research. She has portfolio management down to a science
@vince137622 күн бұрын
Got 1,000 shares of SCHD recently. We shall see
@ProsperityPulsePoint21 күн бұрын
That's awesome! Holding 1,000 shares of SCHD is definitely a strong move. It'll be interesting to see how it performs in 2025!
@aarizphilip26 күн бұрын
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Charlotte Miller.
@stephaniebeddis806926 күн бұрын
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
@GrozaGroza-ko7fn26 күн бұрын
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
@masterotrunks26 күн бұрын
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
@GertonTootle26 күн бұрын
I'm new at this, please how can I reach her?
@BradlyLane26 күн бұрын
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
@lostboi397421 күн бұрын
2140 shares 🎉
@ProsperityPulsePoint21 күн бұрын
Wow, that's an impressive number of shares! Looks like you're gearing up for a strong investment strategy!
@BonnieSetliff21 күн бұрын
Great-Tesla is really making a lot of Hit at it right now,I believe At this point someone just has to be careful,not to make a big mistake which will make him or her losses a lot of money,because i believe you have been careful enough you will still invest in good stock and be able to make a lot this 2025,am just waiting for the right time to make my moves for this year,
@AllisonSherman721 күн бұрын
I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.
@BonnieSetliff21 күн бұрын
It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging
@MargaritaMedian2121 күн бұрын
luck plays a part, especially in the short term. I noticed that when results remain consistent, it indicates something more than just luck. research was the challenge until It led to.*jennifer maria anza, *a fund manager. her strategy made sense, it contributed to growing 950k into this and counting
@BonnieSetliff21 күн бұрын
thank you so much, I did research on her, and i find out she is really good on what she does
@ProsperityPulsePoint21 күн бұрын
Absolutely! Timing is crucial in investing. Staying informed and making calculated moves can definitely lead to success. Let's make 2025 a great year for investments!
@ChristopherPryor-o3q26 күн бұрын
Should you invest in scud if your 70 yo and retired
@ProsperityPulsePoint26 күн бұрын
Investing in SCHD can be a solid choice for income-focused retirees, but it's always best to consider your overall financial situation and consult with a financial advisor.
@matthewgreeley309926 күн бұрын
For all the KZbinrs pumping this ETF it sure has been a dog lately. I did take a smaller % in it but have had some rough times. I sure hope it turns it around soon! I may close my position as my other etfs are doing much better. Good luck all
@ProsperityPulsePoint26 күн бұрын
Investing can be a rollercoaster ride! It's great that you’re keeping an eye on your portfolio. Hopefully, SCHD turns things around soon for you!
@jt905826 күн бұрын
It’s only a matter of time. It’s on sale now so it’s buying time!
@anthonyserkies987521 күн бұрын
been falling like a rock for a month
@LaneRoberts-w7u26 күн бұрын
They said DeFi was the future, and step finance just made that future a reality.
@ProsperityPulsePoint25 күн бұрын
It's exciting to see how DeFi is transforming the investment landscape! Innovations like Step Finance are definitely paving the way for the future.
@jimlangdon670324 күн бұрын
Why do these thumbnails always show a picture of Warren Buffett when he has nothing to do with it and they don’t even mention his name. Also your sketches are very juvenile
@ProsperityPulsePoint23 күн бұрын
Haha, I get what you mean! Thumbnails can be a bit clickbaity sometimes. I’ll work on making them a bit more relevant, and I appreciate your honesty about the sketches!
@Zitny13527 күн бұрын
In Europe Not available!😅
@ProsperityPulsePoint26 күн бұрын
I understand that SCHD isn't available everywhere, but there are always other investment options to explore in your region. Researching local alternatives could lead to some great opportunities!
@Zitny13526 күн бұрын
@ sorry not so efficient and such a low coast , thats a bargain!
@jczhang205526 күн бұрын
If you are paid by Schwab, just tell us. SCHD is not for every one.
@ProsperityPulsePoint26 күн бұрын
True, not every investment is a one-size-fits-all! But hey, if it makes sense for some, it might just be a golden opportunity for others.
@awakenotwoke483011 күн бұрын
Schwab's market edge says to avoid. I know you should buy low but it's predicted a continued decline.
@abbybeagle27 күн бұрын
SCHD won't outperform SPY this year ,or next ten years , because it does not have strong tech lists . If you just love SCHW company , switch to SCHG .
@MrALBOROTOSO26 күн бұрын
As he mentions, SCHD is not a growth ETF. If you’re looking for a high risk/reward ETF to beat SPY, then go with SCHG. SCHD is great to create a defensive balance in your portfolio while providing you with a very healthy growth (given its class) and consistent dividend yielding.
@ProsperityPulsePoint26 күн бұрын
Thanks for sharing your thoughts! It's definitely a valid perspective, and it's always good to analyze different investment options to find what works best for you.
@briand686725 күн бұрын
No the best video here for schd. Makes more than a few errors.
@ProsperityPulsePoint25 күн бұрын
Oof, sorry about that! I always aim to keep it accurate, but mistakes happen. What did I mess up?
@BlackODSTArmor27 күн бұрын
SCHD baby!
@ProsperityPulsePoint27 күн бұрын
Absolutely! SCHD has been a solid choice for many investors. Let's see how it performs in 2025!
@MrDboydeluxe26 күн бұрын
Is the SCHD hype by KZbinrs based purely on the amount on people owning it hense more clicks? Or do these "creators" actually believe in this loser? PEP, VICI, CELH are also in this category i call "youtuber darlings" never is heard a discouraging word.....
@ProsperityPulsePoint26 күн бұрын
Ah, the classic “KZbinr darling” debate! Maybe we should start a support group for investments that don’t get enough love. SCHD, PEP, and CELH walk into a bar… and leave with a solid portfolio!
@deadstar96225 күн бұрын
i cant take this seriously with a fake person talking.
@ProsperityPulsePoint25 күн бұрын
Ah, the eternal struggle of authenticity vs. entertainment! Just think of me as your friendly neighborhood investment guide, even if I look a bit too polished! 😉
@user-cj7dv2kc6d26 күн бұрын
Schd down over 5% in just the last month. Sthu.
@ProsperityPulsePoint26 күн бұрын
Down 5%? Looks like SCHD just took a little vacation! Let's hope it comes back refreshed and ready to grow!
@juicyfruit100x26 күн бұрын
5:57 $313 per share for schd? Rethink that, schd is only $27/share right now 😂
@ProsperityPulsePoint26 күн бұрын
Thanks for catching that! It looks like there was a mix-up in the numbers. SCHD is indeed much lower right now. Always good to double-check!