Michael

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Michael

Michael

@BhSails

Colorado 🇺🇲, GEN-X appreciator, NYY ⚾, F1🏁 & Motorsport enthusiast🏁, Broncos 🏈 and Coffee☕.

Katılım Haziran 2020
764 Takip Edilen270 Takipçiler
Michael
Michael@BhSails·
@JustinMacmahan Agree but they shouldn’t be limited to just 2 for the team.
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Justin Macmahan
Justin Macmahan@JustinMacmahan·
The main thing ABS has shown us is that players challenging the call immediately is the only type of challenge we should allow. No more “iPad guy” sitting behind the bench checking the replay. If your players don’t know the call is wrong, it wasn’t egregious enough to overturn
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dan turrentine
dan turrentine@danturrentine·
🤦🏻‍♂️
MidwestDem 🌽@NE02Dem

A new #PASEN 2028 poll shows John Fetterman in a distant *third* behind Conor Lamb and Chris Deluzio. 🟦 Conor Lamb: 38% 🟦 Chris Deluzio: 29% 🟦 John Fetterman (inc): 12% ⬜ Other/Undecided: 21% Midwest Analytics | 3/29-4/1 | 804 LV | ±3.5%

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Michael
Michael@BhSails·
@Motorsport Maybe he should tell his fellow reporters to stop asking the question.
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Motorsport
Motorsport@Motorsport·
Martin Brundle's had enough of the Max Verstappen retirement talks.
Motorsport tweet media
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Jeff Passan
Jeff Passan@JeffPassan·
The MLBPA is carrying a war chest more than twice the size of what it had at the same point going into the last collective-bargaining negotiations, according to federal filings. @jorgecastillo with the latest on the union's $400 million-plus in reserve: espn.com/mlb/story/_/id…
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Jim Dalfino
Jim Dalfino@jimsoxfan·
CB Bucknor has 78 challenges so far and was wrong on all of them.
Jim Dalfino tweet media
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Michael
Michael@BhSails·
@GinaMuscato I love the challenge system and feel every one should get a challenge each at bat. The umpires are terrible.
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Gina Muscato
Gina Muscato@GinaMuscato·
Unpopular opinion: I understand some ball/strike calls are egregious & the ability to challenge makes sense…but baseball isn’t meant to be so precise that you rely on a box. Grey area around the plate is part of the gm. Otherwise it’s just not baseball. Idk. I’ve mixed feelings.
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Chuck Schumer
Chuck Schumer@SenSchumer·
ICE needs to leave the airports NOW. Trump needs to pay TSA workers NOW, and push Republicans to reach a deal. No intimidation forces at our airports. No more chaos at checkpoints. Enough is enough.
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SCHD STAN | Craig
SCHD STAN | Craig@SCHDETF·
Happy $SCHD Ex-Dividend Day! 🎉 Congrats to all shareholders. The number of shares you owned at the close yesterday is what you’ll get paid on. Q1 dividend: 💰 $0.2569/share 📅 Pay date: March 30 (timing may vary by brokerage) Curious… what are you doing with your dividends? • Using them for income? • DRIP turned on? • Manually reinvesting into $SCHD? • Or inthem into something else?
SCHD STAN | Craig tweet mediaSCHD STAN | Craig tweet media
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Michael
Michael@BhSails·
@SCHDETF It's almost shocking that $KO could be dropped.
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SCHD STAN | Craig
SCHD STAN | Craig@SCHDETF·
3/ Estimated Removals 📉 Updated Estimated REMOVALS: $KO The Coca-Cola Company
$CSCO Cisco Systems
$MO Altria Group
$VLO Valero Energy
$F Ford
$ADM Archer-Daniels-Midland
$HAL Halliburton
$AMCR Amcor
$LYB LyondellBasell
$UNM Unum Group
$COLB Columbia Banking System
$JHG Janus Henderson
$CWEN.A Clearway Energy
$NXST Nexstar Media
$RDN Radian Group
$WHR Whirlpool
$IBOC International Bancshares
$SIG Signet Jewelers
$CATY Cathay General Bancorp
$CVBF CVB Financial
$HUN Huntsman
$FLO Flowers Foods
$BANR Banner Corp
$FMC FMC Corp
$NWBI Northwest Bancshares
$FCF First Commonwealth Financial
$STBA S&T Bancorp
$CRI Carter’s
$NSP Insperity
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SCHD STAN | Craig
SCHD STAN | Craig@SCHDETF·
🚨 $SCHD Reconstitution Update I made some adjustments to my model… Some of my original adds were incorrect. • Special dividends were counted (the index does NOT include these)
• A few names fell below the market cap minimum Those are now removed. In their place, I’ve added several higher-quality names that were right on the bubble. Here’s how it changes things 👇
SCHD STAN | Craig tweet media
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Michael
Michael@BhSails·
@SCHDETF Really hope they keep $CVX and don't drop it like $AVGO.
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SCHD STAN | Craig
SCHD STAN | Craig@SCHDETF·
My $SCHD reconstitution analysis drops tomorrow morning 👀 The actual reconstitution is Friday. Changes will be visible Monday. $SCHD is built to maintain a value tilt and strong dividend growth profile, not chase performance. When a stock runs up and its yield drops, it can be removed and replaced with companies whose yields are higher because prices came down, not because of risky yield chasing. And every company still has to pass the quality screens: • Return on equity • Dividend growth history • Free cash flow to debt The result is a portfolio that systematically rotates back toward quality value instead of chasing what just outperformed. That discipline is what keeps the strategy on track long term. Here’s a quick breakdown of the Dow Jones U.S. Dividend 100™ Index methodology 👇
SCHD STAN | Craig tweet media
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Matt Gallagher
Matt Gallagher@MattP1Gallagher·
After today’s Grand Prix… are we a fan of the racing or not? I personally really enjoyed the battles we saw today
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Michael
Michael@BhSails·
@SCHDETF Yes and SCHD had a much higher percentage of technology.
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SCHD STAN | Craig
SCHD STAN | Craig@SCHDETF·
The Problem With “10 Year Returns” People love posting charts that say something like: “Look. Over the last 10 years $VOO has crushed $SCHD.” Or even more often: “Look how badly $SCHD has lagged $QQQ.” Then the back and forth starts. “Well look at 2012–2022 when $SCHD outperformed.” “Look at $SCHD since inception.” “Look at the lost decade. $SCHD would have done better.” Then someone posts a 5 year chart. Then a 20 year chart. And the debate just keeps going. The truth is every timeframe people use in these arguments is cherry picked. 10 years. Since inception. Since the financial crisis. Many of those periods begin during one of the strongest large cap growth led environments in recent history, which naturally favors funds like $VOO and especially $QQQ. Meanwhile, the periods where value strategies outperformed often came after growth had become stretched. Past performance matters. It gives us useful information. But it is not the be all end all because market environments change. What worked best in the last cycle is not guaranteed to lead in the next one. $VOO and especially $QQQ have clearly outperformed in the environment we’ve had over the last 15 to 20 years. But there have also been other environments where value and dividend strategies held up much better. The lost decade is a good example, when growth stocks struggled and value strategies generally did far better. Backtests of the index that $SCHD tracks suggest that, if the ETF had existed then, it likely would have performed very well during that stretch. I’m not saying $SCHD will beat $VOO or $QQQ going forward. Far from it. I’m saying nobody knows. We should be careful about assuming that because one strategy led for the last 10 or 20 years, it will also lead for the next 10 or 20. Over very long periods, many different strategies end up with more similar results than people expect. That also lines up with long term factor research. In a 60+ year study of market factors, the types of factors $SCHD leans toward, value, profitability, and dividend quality, actually outperformed the broader market. Meanwhile, pure growth tilts like the kind $QQQ leans toward slightly underperformed the market over that same long period. That may come as a surprise to many people given how dominant growth has been recently. And to be clear, I’m not saying $SCHD will outperform going forward. Far from it. Growth has done extremely well in recent years and we definitely shouldn’t ignore that. It simply reminds us that market leadership changes, and we should be careful about assuming that whatever has worked best recently will continue forever. Here’s more on that study… 👇 x.com/schdetf/status…
SCHD STAN | Craig tweet media
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Will Buxton
Will Buxton@wbuxtonofficial·
The track here for the @Arlington_GP is unbelievably impressive. On a par with anything I’ve seen at a new F1 street race. The work and investment is next level. Drivers and paddock in agreement it is a new standard for Indycar for new and existing tracks to take note of.
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Michael
Michael@BhSails·
@csgazette Little Caesars should be on the list if Fargos is.
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