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Posted by
Two Blokes Jul 2 -
Filed in
Stock
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My 4-Factor Dividend Growth Portfolio offers a custom, growth-oriented alternative to SCHD, using a fully automated, rules-based stock selection and annual rebalancing. Since its inception in November 2022, the portfolio has delivered a 15.99% CAGR, outpacing SCHD but trailing the S&P 500; the long-term target is 12%+ CAGR. Dividend growth remains strong, with an annualized 9.55% dividend CAGR and a narrowing income gap versus SCHD, despite a lower current yield.
