SoFi is mentioned as a volatile position within the creator's portfolio, highlighting the importance of position sizing.
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Why this Dividend Stock Reset Makes it a Must Buy
Let's Talk Money! with Joseph Hogue, CFAApr 15, 2026
Joseph Hogue and Mark Rousen discuss the recent reconstitution of the Schwab US Dividend Equity ETF (SCHD). They explain the fund's methodology, focusing on dividend history, market cap, and financial health metrics. The conversation highlights significant changes in the ETF's holdings, including the removal of Cisco Systems (CSCO) and AbbVie (ABBV) and the addition of UnitedHealth Group (UNH) and Macy's, with a discussion on potential investment opportunities arising from these shifts.
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Broadcom is mentioned as one of the top companies included in the S&P 500.
Microsoft is mentioned as one of the top companies included in the S&P 500.
Amazon is mentioned as one of the top companies included in the S&P 500.
Nvidia is mentioned as one of the top companies included in the S&P 500.
Apple is mentioned as an example of a high concentration holding by Warren Buffett, illustrating the potential for significant gains but also the risk of over-diversification.
Qualcomm (QCOM) was added to SCHD, replacing Cisco, and may offer new life as it has been left behind by other tech companies.
AVY is a long-held position that the creator wishes had not been removed from the SCHD ETF.
Macy's was added to the SCHD ETF, indicating it now meets the fund's requirements for dividend sustainability.
UnitedHealth Group was added to the SCHD ETF, suggesting it meets the fund's criteria for dividend-paying stocks.
AbbVie was removed from the SCHD ETF, suggesting it no longer meets the fund's investment criteria.
Cisco Systems was removed from the SCHD ETF, indicating a negative shift in its inclusion criteria.
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