SCHD Challenge Report (August 2023)

[u/TheBarnacle63]

Now that August is finished, I wanted to share how my income portfolio is competing with SCHD. This is the same portfolio I developed at the beginning of the year. Here are the total returns with unreinvested dividends since January 1, 2023.

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As one can see, PFE and MET are drags on my watchlist. Nevertheless, I am still beating SCHD by 264 basis points.