Embracing SCHD's Short-Term Underperformance: The Key To True Portfolio Conviction

2025-10-15 09:17:49 ET

Automatic investments reveal the conviction of your stock portfolio. It's incredibly easy to set up in 2025 with just a few taps on your phone, but the real challenge is choosing what to buy consistently no matter the market highs, lows, or headlines. The only auto-buys I have setup are total US stock market or S&P 500 index funds like Fidelity 500 Index Fund ( FXAIX ) for retirement accounts, Bitcoin via owning one coin through NEOS Bitcoin High Income ETF ( BTCI ), and dividend growth ETFs like Schwab U.S. Dividend Equity ETF ( SCHD ) and iShares Core Dividend Growth ETF ( DGRO ) in my taxable brokerage account. I believe in these funds long-term and feel it both comfortable and necessary allocating $4-$5M of my Estate here....

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