FWIW on SCHD booted positions that overlap with my stock picks:
- Cisco: I trimmed my position somewhat in Nov 25 as the stock became a little overvalued, probably due to AI euphoria.
IMO still a fine company, just a little too expensive right now given its expected earnings growth. - AbbVie: I also trimmed my position somewhat in Nov 25 as the stock was a little overvalued. Only slightly, though, considering the earnings for this fiscal year.
IMO a fine company, and fairly valued. Wouldn’t sell more at this level, wouldn’t yet buy at this level. - Amcor: Initiated my position just at the end of last year.
Somewhat boring packaging company – their operative headquarter is within bicycling distance from where I live. They’re a little high on debt, but the dividend is juicy and Free Cash Flow (FCF) covers it.
It’s currently on my buy list and they paid me their first dividend exacly a week ago.
- LyondellBasell Industries: sold my position (at a loss) after they cut their dividend last year.
Couldn’t agree more with SCHD …
- Unum: Added to my position as recently as the end of 2025.
This company is still undervalued and is growing its dividend at a nice clip. The yield might be low’ish, but I would never sell at its current valuation. - Northwest Bancshares: they’ve been on my opportunistic sell list for about a year now because they don’t grow their dividend.
Haven’t sold because their yield is still very nice. - Valero: rose sharphly recently, but not yet overvalued IMO.
I’m tempted to trim it a bit to take some profit off the table.
