Why I'm SMASH Buying $10,000 of SCHD (Early Retirement)
Marko - WhiteBoard Finance Marko - WhiteBoard Finance
983K subscribers
124,391 views
0

 Published On Apr 4, 2023

Receive a Free Bonus from moomoo trading app (available for users in U.S, Canada and Australia): https://j.moomoo.com/00wF8c

🔥 WhiteBoard Finance University - Join My School Here:
⮕ www.wbfuniversity.com

In today's video, I'm going to smash buy $10,000 more of SCHD.

For those of you who aren't familiar with SCHD, this is Schwab's Dividend Equity ETF.

SCHD has been a core holding in both my SEP IRA and Taxable portfolios for almost 3 years now.

The reason for this video is to piggyback off of my most recent Dollar Cost Average vs Lump Sum Investing video.

In that video, we saw that the numbers favor lump sum investing over time, although I've personally been a dollar cost average investor for years.

There are a lot of things to like about the SCHD ETF, which we will discuss in this video.

Please watch until the end and share with a friend!

🔥 WhiteBoard Finance University - Join My School Here:
⮕ www.wbfuniversity.com

My FREE M1 Finance Training Video:
⮕ https://whiteboardfinance.com/go/m1-f...

My FREE Stock Market For Beginners Guide:
⮕ https://whiteboardfinance.com/go/stoc...

GET MY HOME AFFORDABILITY SPREADSHEET HERE:
⮕   / whiteboardfinance  

FOLLOW ME ON INSTAGRAM:
⮕   / whiteboardfinance  

⏰ Timestamps ⏰:
0:00 - Intro
1:01 - My SCHD Journey
1:57 - SCHD Prospectus IMPORTANT
8:33 - Masterworks Spot
9:57 - SCHD vs SP500 vs VYM
14:26 - BUYING $10K of SCHD
16:15 - My Thoughts
17:45 - Casual WBF

ABOUT ME 👇

My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos reflect my real-world experience as a real estate investor, stock market investor, student of finance, and entrepreneur.

This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort to every video that I make. I also believe in complete transparency and open communication with my audience.

Subscribe if you are interested in:
#investing
#personalfinance

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.

“net returns” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold and past performance is not indicative of future results. See important Reg A disclosures:
https://www.masterworks.com/about/dis...

show more

Share/Embed