SCHD vs VYM vs JEPI — which dividend ETF wins?
O is my largest single stock position. Monthly payments, 30+ years of dividend increases. The 5.2% yield at my cost basis was hard to pass up.
29 Comments
What's your thoughts on the downside risk here?
Any thoughts on doing this in a taxable account?
Not financial advice but I'm doing the exact same thing.
This is a solid framework. Saving this post.
Any thoughts on doing this in a taxable account?
Curious about the rebalancing approach. Annual or threshold-based?
Have you modeled different interest rate scenarios?
I ran the same numbers. You're on the right track.
Appreciate the transparency here. Most people gatekeep this stuff.
This is a solid framework. Saving this post.
I've been burned by this before. Your caution is warranted.
Any thoughts on doing this in a taxable account?
Interesting perspective. I see it differently — happy to elaborate.
This is a masterclass. Bookmarked.
Have you modeled different interest rate scenarios?
Good luck! Keep us updated.
Been saying this for years. Nice to see it laid out clearly.
Good luck! Keep us updated.
I've been burned by this before. Your caution is warranted.
Have you considered the tax implications of this approach?
Counterpoint: what happens if rates stay elevated longer?
Not financial advice but I'm doing the exact same thing.
What brokerage are you using for this?
The international allocation debate never gets old.
This is exactly what I needed to read today.
Great post, thanks for sharing this.
This is essentially what a financial advisor charges $5k to tell you.
Curious about the rebalancing approach. Annual or threshold-based?
The compounding at year 20+ is when it gets really wild.
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