𝐑𝐔𝐒𝐒 𝐊𝐍𝐎𝐏𝐅

Live! From Chicago! It's the weekly Dividend Dive... Pop in from 7C-8C and tell us what you're buying, as the market remains less expensive than it was last week.😎 youtube.com/live/yo_7zSSUT…

Brand new PPC Ian YouTube Short now live! 🎉 I’m excited to share how loyalty can pay huge dividends, with investing and travel. 📈 (Disc: Not investment advice.) youtube.com/shorts/Q-gGa5g…

📢 2026 $SCHD Reconstitution Results We’ve got the results early based on the Korean ACE U.S. Dividend Dow Jones ETF, which tracks the same index as $SCHD. Schwab can technically deviate, but historically hasn’t and last year the changes matched exactly. So this should be a strong preview ahead of the official release Monday morning. OUT ❌ $CSCO Cisco
$ABBV AbbVie
$VLO Valero Energy
$HAL Halliburton
$PKG Packaging Corp of America
$CF CF Industries
$AMCR Amcor
$LYB LyondellBasell
$OVV Ovintiv
$UNM Unum
$JHG Janus Henderson
$RDN Radian Group
$IBOC International Bancshares
$SIG Signet Jewelers
$CATY Cathay General Bancorp
$WHR Whirlpool
$HUN Huntsman
$FMC FMC
$NWBI Northwest Bancshares
$FCF First Commonwealth Financial
$CRI Carter’s
$KFRC Kforce ADDITIONS and thoughts next…

We’ll be hanging out live once again in the dive 7C-8C… stop by, say hi and share what stocks or ETFs you’re buying.🫡 youtube.com/live/bb8Lvvyz5…

@thorne_richie Exactly! Those living on a fixed income have a different perspective and need the income over growth... Nice on being able to sell CCs on SPY too...

@Rustyram78 A good point too. It also has to do with if you need income or not. I took early retirement 9 years ago so income is important. But I do own 202 shares of SPY and sell CC to generate a 12% yield on that capital as well.

When I started, many influencers owned Realty Income, and I bought. But after 10 years, $10K in $O returned +79% with DRIP vs +297% for $VOO — which also paid MORE in dividends per share. Are you satisfied with the monthly income, or do you simply prefer having more money?

@adinhughe What discord?😆

@Rustyram78 Please how do I access your discord 🙏

Thanks for sharing that Craig!!

@thorne_richie Fair point and it probably speakers to the point of bring diversified… 31 years is a lot of compounding when reinvesting dividends!

@Rustyram78 If you’re a truly long-term investor you will certainly have time frames that aren’t as good as compared to SPY. How would you have felt between 2000 and 2012 being in SPY

Just published: "Shining in the Darkness... and the Markets". Any #Sega Genesis fans in the house? You might dig this one! dapper-dividends.kit.com/posts/shining-…

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…

At 3.3% dividend yield, this is the moment for Shell and CEO Wael Sawan to stop buying back shares. It's much more attractive to retire debt and strengthen the balance sheet right now. @Shell, thank me later. Discl: long $SHELL

$SCHD Marathon to $1M UPDATE: March 13, 2026 Yesterday I bought 7 shares and added 2 more today, bringing my total to 8,424 shares. Another step closer to the goal. Current Stats: Shares: 8,424.1 Cost per share: $25.24 Total cost: $212,658 Market value: $259,462 Price gain: $46,804 (+22.0%) Total dividends paid: $16,899.50 Total return (incl. dividends): $63,703 (+29.9%) Yield on cost: 4.15% Annual income: $8,825 Shares added since last dividend: 193.89 2026 Shares: 88.9 January: 5.4 February: 12.5 March: 71 Step by step, steady accumulation. 9 shares closer to the goal. The marathon to $1 million continues 🐢📈

Had the pleasure to talk to Hamilton Reiner, portfolio manager and architect of $JEPI and $JEPQ from @JPMorganAM to discuss all the details of these great income #ETFs! Watch here: youtu.be/5Ahj2oMlTKk

Had a fun Conversation with @JohnFMauldin very own dividend expert, Kelly Green... Always fun and educational! I hope you check it out and let us know what stock you're buying right now! Dividend Expert: I'm Buying This Hated 11% Yield Stock youtu.be/kH8il1rOIaw?si… via @YouTube

Added more $KNSL. CEO is letting risky business walk instead of chasing growth in a crowded E&S market. 47% dividend hike + $250M buyback shows real confidence. Happy to buy the dip while everyone else chases the shiny stuff. 🎯

An investment thesis is what keeps you calm when the market gets noisy. 🧘‍♂️ Before you buy a stock, write down: • Why the business matters • How it makes money • Where growth comes from • What could break the story 🙂Conviction starts on paper.

‼️ $SCHD Q1 Dividend Estimate Adjustment New range: $0.2587 – $0.2707 per share I’m adjusting my estimate to a range. • $0.2707 = my original estimate (now the high end) • $0.2587 = new lower estimate Why the adjustment? Historically, Q1 payouts come in about 11% lower than Q4. If that pattern holds, the dividend could land closer to $0.2587, which would be: • +3.98% vs Q1 last year • ~7% lower than Q4 Last year’s actual Q1 payout came in about 7% below my estimate, so adjusting to a range this time may improve accuracy. So overall I’m expecting roughly a 4–8% increase vs last year’s Q1. If my initial estimate raised expectations too high, my apologies. Q1 is always the hardest quarter to estimate. Let’s see where it lands.

Derek is sharing his lessons learnt on Diageo’s dividend cut. Very interesting 🤔 youtu.be/D68r1fz4eoE?is… Discl: no position in Diageo @DividendTalk_

Dividend Growth Investing (DGI): Just keep going. 💪 Brick by brick. 🧱 You may not see the progress short-term, but the system is working (overtime) in the background. 📈 (Disc: Not investment advice.)

$SCHD in the 🟢🟢🟢 now While other value and dividend ETFs still 🔴🔴🔴