The Schwab U.S. Dividend Equity ETF (SCHD) has outperformed the S&P 500 so far in 2026, with a year-to-date total return of about 23.4% versus 15.1% for the index. The low-cost fund (0.06% expense ratio) holds 102 stocks tracking the Dow Jones U.S. Dividend 100 index, and its 30-day SEC yield is 3.32%. The author argues that financially strong, high-dividend companies are less exposed to higher interest rates, and that SCHD is less tech-heavy, with information technology making up 9.2% of the fund versus about 40% of the S&P 500. During the 2022 bear market, SCHD fell only about 3%, compared with declines of 18% for the S&P 500 and 32% for the Nasdaq-100.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- Think It's Too Late to Buy Micron? Here's the 1 Reason Why There's Still Time.
Micron Technology's stock is up about 382% over the past year versus 16% for the S&P 500, yet the article argues it could still hit new highs because much of its future demand is already locked in. Micron has signed 26 long-term take-or-pay agreements covering more than a third of its revenue through 2030, and much of its high bandwidth memory is already sold out for 2027, with CEO Sanjay Mehrotra saying next year's volume commands prices 'much higher than 2026 prices.' The company expects about $61.5 billion in revenue in its current fiscal quarter, up from $54 billion, with an 86% gross margin, and Mehrotra expects supply-demand conditions to be even tighter through 2028 than in 2026. The stock trades at just over 5 times fiscal 2027 earnings estimates, while analysts expect EPS to more than double to $176 in fiscal 2027 and rise 17% to $206 in fiscal 2028. The article acknowledges memory is a boom-and-bust business and the stock is volatile.
- 2027 Lexus TX Is Still A Sub - $60K Bargain With Room For The Whole Squad
- Bloom Energy Stock Is 31% Below Its Record. Here's Where I Think It Will Be in 2030.
Bloom Energy closed at $239.34 on Oct. 14 after dropping 9%, about 31% below its June 22 record of $345.85. The author forecasts 2030 revenue of about $12 billion, roughly triple the midpoint of 2026 guidance, and adjusted earnings near $7.75 per share on about 340 million diluted shares. At 30 times those earnings, he arrives at a fair price around $230, roughly 4% below the Oct. 14 close, and about $180 in a more conservative scenario with margins near 21%. He cites risks including margin pressure, fading tax-loss carryforwards, and a short-seller report questioning the company's accounting, which Bloom rejected. He concludes the company will likely be larger in 2030, but prefers a lower price before buying the stock.
- Aurora Cannabis Stock Has Soared 25% Since Curaleaf First Made an Offer to Buy Its Business. Here's Why I Think It Can Go Even Higher
Aurora Cannabis (ACB) shares have risen about 25% since Curaleaf Holdings first announced plans in August to acquire the company. Curaleaf has since raised its offer from $4 to $5, a mix of cash and stock, and launched a hostile takeover after private negotiations stalled. Aurora urged shareholders to take no action while a special committee reviews the bid, and said they will not need to decide before December 4 or later. The stock has fallen 94% over the past five years, and its market cap is around $280 million. The author believes Curaleaf's interest in Aurora's international business could lead to higher bids, but warns the stock could drop quickly if Curaleaf withdraws.
- Schwab's Dividend ETF Has Gained 25% This Year. Is It Still Worth Buying?
Schwab's SCHD ETF is up about 25% in 2026 to around $34, well ahead of the S&P 500's roughly 13% gain, though still about 3% below its August 24 record close of $35.21. The author argues nearly all of this gain came from a higher share price, not bigger payouts: the first three 2026 payments total about $0.78, only 1% above 2025, while the yield fell from about 3.8% at year-end 2025 to about 3.1%. Valuation also rose, with the portfolio's P/E climbing from about 18 in June to about 20 in August. Assuming 6% annual dividend growth and a 3.4% yield in five years, a $10,000 investment with reinvested dividends could reach a little over $14,000, roughly 7% a year, with a range of about $12,900 to $15,600 depending on the yield.
- Johnson & Johnson Just Raised Its Sales Outlook Again. Here's Why the Dividend King Is Still a Buy.
Johnson & Johnson's third-quarter revenue rose 6% to $25.9 billion and adjusted EPS of $2.59 fell 7.5% year over year, both topping most analyst estimates, and the company raised its full-year 2026 operational sales growth guidance to 6.4% to 6.8%. However, MedTech revenue rose only 2.5% to $8.6 billion, short of the consensus of just over $8.7 billion, and the stock fell nearly 6% after the release; CFO Joe Wolk called the division's results 'disappointing,' and the company floated a spinoff of its DePuy Synthes orthopedics business sometime in 2027. The article notes MedTech accounts for about one-third of sales and under 20% of adjusted net income, while oncology grew more than 16% to $7.6 billion in the quarter, with J&J targeting at least $50 billion in oncology sales by 2030. It also highlights a forward dividend yield of about 2% backed by a 64-year dividend growth streak as a reason the stock may be easier to hold through volatility.
Related markets
Latest news
- Winning over Vingroup and Sun Group with concrete and special materials: Vietnamese company's profit up 136%, chairman speaks out
Song Da Cao Cuong (SCL) reported Q3/2026 profit of VND 38 billion, up 136%, on net revenue of over VND 263 billion (up nearly 98%), while gross profit margin rose from about 36% to 41%. For the first nine months, revenue reached nearly VND 666 billion (up 81%) and after-tax profit nearly VND 94 billion, already exceeding more than 110% of its full-year profit target. Chairman Kieu Van Mat attributed the results to technology upgrades, production line optimization and capacity expansion, with several new plants expected to start operations by November 2026. The company said it spent more than two years testing its products before Vingroup accepted them; Vingroup's share of its business has fallen to about 25% as customers expanded to around 10 major groups and exports began to Laos, Cambodia and the Philippines. Over the past two years, the company has invested about VND 1,000 billion in factories and technology.
- Coteccons Chairman Bolat Duisenov reveals new direction: expanding home construction for individual customers
At the annual general meeting on October 20, Coteccons (HoSE: CTD) set fiscal 2027 targets of VND 42,000 billion in revenue and VND 1,050 billion in after-tax profit, and said it is considering expanding into residential construction for individual customers (B2C). In fiscal 2026, net revenue reached VND 34,340 billion (up 38%, 115% of plan) and after-tax profit VND 788 billion (up 73%); new contract wins totaled VND 60,307 billion and backlog was about VND 70,000 billion. In the first quarter of the new fiscal year, the company booked revenue of VND 11,270 billion and profit of VND 306 billion, but new contract value of VND 14,519 billion was lower than a year earlier; the company said it is tightening criteria for selecting clients and projects. Coteccons is also working with Microsoft, is expected to become a strategic partner of Workday, and targets raising its ROE from 10% to 15-18% by 2030.
- UPS Yields 6.7% After Firing Amazon. Here's Whether the Dividend Survives 2027.
UPS shares yield 6.7% as of October 16. The company has moved away from high-volume, low-margin Amazon deliveries and froze its dividend earlier this year, ending a 16-year streak of increases. The article says the payout will likely remain frozen through 2026 and 2027, citing competition from 10- and 30-year Treasury yields above 5% and other industrial dividend payers, but calls the dividend's safety questionable: UPS generated $5.47 billion in free cash flow in 2025, with $5.4 billion going to dividends, and free cash flow is projected to fall to $5.05 billion in 2026 and $5.01 billion in 2027, with the dividend absorbing about 98% of 2026 free cash flow. Rising competition and high fuel prices add pressure, and the article suggests investors may find more safety in the industrial sector.
- Asian shares mostly decline after AI stocks lead a rebound on Wall Street
Asian shares mostly fell in cautious trading on Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices stayed high. Japan's Nikkei 225 slipped 0.6% to 64,512.35 in early trading, South Korea's Kospi dropped 2.8%, and Australia's S&P/ASX 200 lost 0.8%. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq gained 1.1%, helped by Nvidia's 1.4% gain, while most stocks outside AI and tech fell and the Dow slipped 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose to $103.50 a barrel and Brent to $109.47, as uncertainty about when the energy industry will return to normal after the war with Iran means oil is unlikely to ease soon.
- Asian shares mostly decline after AI stocks lead a rebound on Wall Street
Asian shares mostly fell in cautious trading Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices remained high. Japan's Nikkei 225 slipped 0.6% to 64,512.35, Australia's S&P/ASX 200 lost 0.8% to 8,772.10, and South Korea's Kospi dropped 2.8% to 5,605.31. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq rallied 1.1%, helped by Nvidia, while the Dow fell 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose 0.15% to $103.50 a barrel as uncertainty over the war with Iran kept oil prices elevated.
- What Could X-Energy (XE) Gain From Its 960MW Indiana Nuclear Project?
X-Energy (NasdaqGS:XE), American Electric Power and Amazon agreed to assess a 960 MW advanced nuclear project in Indiana using Xe-100 reactors, on a former coal plant site. Under the joint development agreement, Amazon would provide development funding and commit to a long-term power purchase. The article says the deal offers commercial validation for X-Energy's reactor platform rather than immediate financial relief, as the company, with a $4.3b market cap, reported $150.28 million in revenue, a $448.87 million loss, and a 20.2x price-to-sales ratio. The next key milestone is whether the study reaches a final investment decision for the Sullivan County site.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.