What You May Have Missed This Week...
The complete dividend investor's portfolio, the case for SCHD and Cathie Wood's at it again!
In addition to the regular posts here on Substack, I also publish ETF research and notes over on my blog, ETF Focus on TheStreet.
In case you wanted to catch up on the latest research above and beyond what you’re reading here, this is a quick list of some of the most recent articles from the blog!
The Power Of Dividends: A Diversified 5-ETF Portfolio For All Investors
If you're a dividend investor who doesn't necessarily want to spend hours researching individual stocks, dividend ETFs may be perfect for you. You can actually build a complete dividend portfolio with just a few ETFs. I often talk about the three pillars of dividend investing - dividend growth, dividend quality and high yield. If your portfolio is focused around just one or two of these pillars, you could be missing out on an important market or leave some potential return on the table. Hit all three of these pillars and you've got most corners of the market covered!
Morningstar Downgrades Cathie Wood's Flagship ARKK ETF: Here's Why I Agree
After two consecutive years of losses throughout 2021 and 2022, Cathie Wood's flagship ARK Innovation ETF (ARKK) is finally back on the radar, sporting a 29% year-to-date return as of March 31, 2023. It's not as rosy as it seems through. In late March 2023, Morningstar downgraded ARKK, with strategist Robby Greengold noting that ARKK's track record has been "a wild ride that hasn't been much fun for most investors." I couldn't say it better.
SCHD: Why Its Disappointing 2023 Performance Doesn't Change Its Long-Term Potential
The Schwab U.S. Dividend Equity ETF (SCHD) is still having a rough go of it in 2023. The good news is that SCHD remains a top flight choice for dividend investors. Its focus on long-term dividend histories, quality financial statements & fundamentals and above average yield makes it one of the few ETFs that hit all three pillars of dividend investing.
Cathie Wood Puts $2000 Price Target on Tesla!
Cathie Wood has never been shy about making bold predictions! Her usual inspiration for this is Tesla. Within her ARK family of ETFs, Tesla has almost exclusively been her flagship ARK Innovation ETF's (ARKK) top holding for years. After Tesla stock plunged following a disappointing earnings report, Wood swooped in to buy another 250,000 shares of $TSLA as she often does when there are price dips. Clearly, she thinks there's real value in the company!
DGRO: A Great Low-Cost Dividend Growth ETF to Watch
I'm always on the lookout for a good dividend ETF, especially one that follows a well-thought-out index with strict eligibility criteria. In my opinion, filtering for additional factors beyond the usual "high yields" can help investors ensure better exposure to quality dividend stocks.
4 Dividend ETFs To Avoid If You Expect An Earnings Recession
With the Q1 earnings season kicking off in earnest this past week, the markets could focus less on the Fed & interest rates and more on the fundamentals that actually matter. This will be a particularly interesting to see not how companies fared in the 1st quarter of the year, but how they expect to perform for the remainder of 2023. Companies, including Walmart and Target, have already warned about consumer weakness and multiple manufacturing names have expressed that conditions are slowing.