And for newly initiated SCHD positions that overlap with my stock picks:
- Procter & Gamble: sold my (tiny) position in January 2026. Had acquired it in April 2020.
Great company, obviously, almost always overvalued. Just didn’t do enough for my dividend growth portfolio.
Not a buy at its current valuation, IMO. - Qualcomm: I’ve owned the company since 2020 and could probably be adding at this valuation.
It has a nice dividend CAGR, but I’m such a tech skeptic … sigh!
Probably a buy at its current valuation. - Comcast: I have a full position.
Pays a nice dividend with a nice dividend CAGR as well. Now that they’ve split off their cable networks they might even appreciate in price someday …
The best thing about this company is that they own Universal Pictures, though: my neighbour works for them, which gives me infinite pleasure, knowing she works for me and pays me a juicy dividend every quarter.
Definitely a buy at its current valuation. - Old Republic International: I initiated my position on March 22 2020, no less.
They keep paying special dividends, which is nice.
Probably a buy at its current valuation. - Federal Agricultural Mortgage Corp: Well, I initiated my position in Sep 25 and added as recently as in Feb 26.
It’s on my buy list.
