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October 13, 2022
Though Schwab U.S. Dividend Equity Fund is down sharply for the year, I believe it offers an opportunity to value investors. See why I rate SCHD ETF a Buy now.
October 10, 2022
VDY offers a low-cost fund with a current distribution yield of 5.01%. Read more to see its holdings, performance, and my takeaways.
January 15, 2021
January 15, 2021 Many advisors have asked us our view on what broad market US equity theme they should favor in the near term for their client portfolios. On a relative basis, we believe our Cyclicals Portfolio (which has a lot of value-oriented companies within financial, material, energy, and industrial spaces) is uniquely positioned (relative to our other solutions) as the economy continues to normalize in 2021. In the report below, we backtested Astoria’s Cyclicals Portfolio (desc...