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SCHD Is Killing Me... Is It Time to Pull the Plug?

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Manage episode 490997946 series 2323050
Content provided by Christopher M. Uhl, CMA, Christopher M. Uhl, and CMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher M. Uhl, CMA, Christopher M. Uhl, and CMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.

If you’ve been riding the SCHD wave thinking it's the golden goose of dividend investing—this video is going to rock your portfolio strategy. We’re reacting to Professor G’s latest video “SCHD Is Killing Me – Is It Time to Pull the Plug?” and breaking down what’s really going on with this ultra-popular dividend ETF.

SCHD is often praised for its 3.5%–4% dividend yield, qualified tax treatment, and “defensive” stock mix—but here’s the uncomfortable truth: it’s down while the market is up. Year-to-date, SCHD is sitting at -2.51% while SPY is +2.38% and QQQ is cruising ahead at over +4%. We dig deep into the real numbers, compare performance side-by-side, and ask: is collecting dividends really worth watching your capital shrink?

This isn’t just about data—it’s about perspective. In this video, we break down the illusion of safety in dividend investing, why chasing yield without trend confirmation is a mistake, and how the SCHD chart looks when you actually apply technical signals like the 10/20/50 moving average trend filters. Spoiler alert: it's not a bullish setup.

We’re also hitting key topics like:

➡️ Why SCHD’s latest rebalance timing was a disaster

➡️ How increased energy sector exposure added volatility

➡️ What rising Treasury yields are doing to dividend ETF demand

➡️ And whether SCHD is really “defensive” or just dead weight

You’ll hear comparisons between SCHD and other options like ESGV, SPYI, QYLD, and short-term T-bill funds that currently yield 4–5% with none of the downside risk tied to equity price drops.

We also run SCHD through the Outlier 9 system—our framework for identifying bullish trends and high-probability setups. Let’s just say, it’s not lighting up like a Christmas tree. It’s barely holding neutral.

So if you’re tired of watching your money sit flat or bleed out for a 3% “reward,” this video is a must-watch. We don’t hold back. You’ll get a mix of hard truths, actual data, and some much-needed clarity on what you should be doing with your money right now!

Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today 👉 https://ovtlyr.com

Subscribe for more real talk and real signals. No fluff, no noise. Just strategies that help you save time, make money, and start winning with less risk.

👉 https://www.youtube.com/@ovtlyrdotcom

👉 https://www.youtube.com/@10MinuteTrading

📌 Video: http://youtube.com/watch?v=Yop-LASDqCk

#SCHD #DividendInvesting #StockMarket2025 #ETFStrategy #PassiveIncome #RetirementPlanning #TrendTrading #SmartMoneyMoves #BullishTrends #OVTLYRInvesting #FinanceYouTube #InvestmentTruths #StockMarketAnalysis #RiskManagement #ETFAlternatives

  continue reading

1184 episodes

Artwork
iconShare
 
Manage episode 490997946 series 2323050
Content provided by Christopher M. Uhl, CMA, Christopher M. Uhl, and CMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher M. Uhl, CMA, Christopher M. Uhl, and CMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.

If you’ve been riding the SCHD wave thinking it's the golden goose of dividend investing—this video is going to rock your portfolio strategy. We’re reacting to Professor G’s latest video “SCHD Is Killing Me – Is It Time to Pull the Plug?” and breaking down what’s really going on with this ultra-popular dividend ETF.

SCHD is often praised for its 3.5%–4% dividend yield, qualified tax treatment, and “defensive” stock mix—but here’s the uncomfortable truth: it’s down while the market is up. Year-to-date, SCHD is sitting at -2.51% while SPY is +2.38% and QQQ is cruising ahead at over +4%. We dig deep into the real numbers, compare performance side-by-side, and ask: is collecting dividends really worth watching your capital shrink?

This isn’t just about data—it’s about perspective. In this video, we break down the illusion of safety in dividend investing, why chasing yield without trend confirmation is a mistake, and how the SCHD chart looks when you actually apply technical signals like the 10/20/50 moving average trend filters. Spoiler alert: it's not a bullish setup.

We’re also hitting key topics like:

➡️ Why SCHD’s latest rebalance timing was a disaster

➡️ How increased energy sector exposure added volatility

➡️ What rising Treasury yields are doing to dividend ETF demand

➡️ And whether SCHD is really “defensive” or just dead weight

You’ll hear comparisons between SCHD and other options like ESGV, SPYI, QYLD, and short-term T-bill funds that currently yield 4–5% with none of the downside risk tied to equity price drops.

We also run SCHD through the Outlier 9 system—our framework for identifying bullish trends and high-probability setups. Let’s just say, it’s not lighting up like a Christmas tree. It’s barely holding neutral.

So if you’re tired of watching your money sit flat or bleed out for a 3% “reward,” this video is a must-watch. We don’t hold back. You’ll get a mix of hard truths, actual data, and some much-needed clarity on what you should be doing with your money right now!

Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today 👉 https://ovtlyr.com

Subscribe for more real talk and real signals. No fluff, no noise. Just strategies that help you save time, make money, and start winning with less risk.

👉 https://www.youtube.com/@ovtlyrdotcom

👉 https://www.youtube.com/@10MinuteTrading

📌 Video: http://youtube.com/watch?v=Yop-LASDqCk

#SCHD #DividendInvesting #StockMarket2025 #ETFStrategy #PassiveIncome #RetirementPlanning #TrendTrading #SmartMoneyMoves #BullishTrends #OVTLYRInvesting #FinanceYouTube #InvestmentTruths #StockMarketAnalysis #RiskManagement #ETFAlternatives

  continue reading

1184 episodes

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