My verdict on the new SCHD

NEW VIDEO! TIME TO BUY SCHD? Stocks continue to remain volatile... The 2026 SCHD reconstitution just dropped — and honestly, I like this one a lot more than last year's. 25 new stocks added. 22 removed. And the names coming in at the top of the fund are trading at really solid valuations right now. There are also some big sector shifts happening... Including a meaningful reduction in energy exposure that I think is great timing given how energy has performed this year. I break it all down in this new video — which additions I'm most excited about, which losses sting, and whether I'm a buyer of the new look SCHD. ​Watch the full breakdown here​ ​ PLUS, READ TO THE BOTTOM FOR AN EXCLUSIVE INVITE ​ ​ One More Thing! By now you've probably seen me mention the two live workshops I'm hosting this week. The first one is tonight at 4p PT/7p ET. Only a few hours left to get in live for tonight! Let me break down exactly what's inside each one. Workshop 1: The Dividend Investing Blueprint This session is all about building reliable, compounding income through dividend-paying stocks. I'll show you: The key metrics I look at before buying any dividend stock — yield, payout ratio, and dividend growth rate How to identify companies with the financial strength to keep paying (and growing) their dividend for decades My framework for separating high-quality dividend payers from yield traps that can quietly crush your portfolio How to structure a dividend portfolio that generates consistent cash flow in any market Workshop 2: The Growth Investing Playbook This one is about identifying high-growth companies and knowing how to value them properly — without overpaying. I'll show you: How to spot high-growth companies before the crowd catches on The financial metrics that actually matter when evaluating a growth stock How to value a company that isn't yet profitable — and whether the price actually makes sense My process for managing risk in a growth-heavy portfolio without sacrificing upside Both sessions are live, both include Q&A time with me directly, and both come with the recording so you can revisit everything after. Workshop 1 starts this evening. Seats are limited. ​GRAB YOUR SPOT HERE​ ​ Mark Roussin, CPA Roussin Financial 30767 Gateway Pl Ste #532, Rancho Mission Viejo, CA 92694 ​Unsubscribe · Preferences​