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I Own 2,499 Shares of SCHD. Here’s What I’m Buying Next
Mikey Moran owns 2,499 SCHD shares and is about to buy SCHY, its international cousin. Why is he capping it at 10% and holding it in a taxable account?
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Every move in my real portfolio, with the math. SCHD, SCHG, QQQI, income ETFs and the bucket system I use, written up after each video.
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Mikey Moran owns 2,499 SCHD shares and is about to buy SCHY, its international cousin. Why is he capping it at 10% and holding it in a taxable account?
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All four covered-call ETFs trailed their index. Mikey Moran shows the $258K cost of buying the monthly check too early and who should skip QQQI, JEPQ, and SPYI.
What if you start at 50 and buy one SCHD share a week until 65? Mikey Moran runs the retirement math: about 1,000 shares and $122 to $410 a month.
Mikey Moran owns 2,499 SCHD and 1,369 SCHG. SCHG pays 1/14th of the income, yet he is never selling it. The total-return math for investors over 45.
Mikey Moran owns 230 shares of QQQI and 30 shares of SPYI. Same fee, close returns, and the same top three holdings. Here is the trade-off he is willing to...
Mikey Moran runs a one-minute NAV erosion test on QQQI, SPYI, JEPQ, and MSTY. Three passed. One paid weekly and lost most of its value. Look beyond the yield.
Mikey Moran breaks SCHD into 5 share-count levels — from the 34 shares where dividends start buying themselves to his own 2,499. What level are you?
Mikey Moran rebuilds his portfolio into four separate accounts — growth, dividend growth, high income, and one just for bad ideas — after a forced tax event.
Mikey Moran built a 4-rule test for income ETFs and ran his own funds through it — two scored 1 out of 4. Here's the full ranking and why he...
Mikey Moran turns on QQQI's dividend reinvestment and explains the tax clock it quietly starts — return of capital and cost basis.
Mikey Moran admits GPIQ beat his QQQI on fees and total return this year — and explains why he's still not switching, plus what would change his mind.
Mikey Moran breaks down 15 ETFs across his three portfolio buckets, shows which ones he actually owns, and strips it all down to a 3-fund version.
Mikey Moran explains asset location: why QQQI and SPYI belong in a taxable account, JEPI and JEPQ in a Roth, and why SCHD depends on your bracket.
Mikey Moran builds a portfolio from zero for a fictional entrepreneur with lumpy income — buffer first, then growth, then dividend growth, income last.
Mikey Moran runs the honest math on $500/month into SCHD for 10 years — realistic returns, taxes, and inflation cut $121K to $79K.
Mikey Moran ranks 12 monthly dividend ETFs by total return, not yield — and shows why the two highest-yielders are the worst investments.
Mikey Moran hit $1,000/month in dividends and realized his real target isn't $10,000 — it's the exact number where his portfolio starts outpacing him.
Mikey Moran breaks down 5 popular dividend ETFs — SPYD, DVY, VYM, DGRO, SCHD — and explains why he only owns one of them himself. (129 characters)
Mikey Moran admits SCHD's dividend growth slowed from 11% to 2% — but explains why he's still buying at an all-time high anyway.
Mikey Moran holds just 3 months of expenses in cash — less than every rule of thumb — while about to borrow $275K against his portfolio. Here's the honest math.
Mikey Moran opens his real SCHD statements — 2,444 shares, $67K invested, three and a half years of buying every Friday — and the honest dividend number it produces.
Mikey Moran shows the real math on dividend investing with $100 a month — why year one pays back about $20 and the expensive mistake beginners make trying to fix...
Mikey Moran cashed out a retirement account at 21 for clothes, and again at 41 to save a dying business. One cost far more money — only one still hurts.
Mikey Moran owns both SCHD and SCHG despite one paying 14x more income than the other — here's the total return math and sequence-of-returns risk behind why.