05/12/2025, 10:00 PM UTC
战略构建50万美元股息投资组合:通过5月高收益选择提升SCHD收益Strategically Building A $500,000 Dividend Portfolio: Boosting SCHD's Income With May's High-Yield Picks
1、Schwab美国股息股票ETF(SCHD)集中于必需消费品、能源和医疗保健板块,但在材料、公用事业和房地产领域缺乏分散性。2、为优化配置,作者增持了Cohen & Steers优质收益房地产基金(RQI)和摩根大通纳斯达克股票溢价收益ETF(JEPQ),以增加对房地产和科技板块的敞口。3、该组合加权平均股息收益率为6.09%,5年股息复合增长率为6.72%,通过多元化策略实现较高收益潜力并降低风险。1. The Schwab U.S. Dividend Equity ETF (SCHD) is concentrated in Consumer Staples, Energy, and Health Care but lacks diversification in Materials, Utilities, and Real Estate. 2. To address this, the author adds Cohen & Steers Quality Income Realty Fund (RQI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) to enhance exposure to Real Estate and Technology sectors. 3. The portfolio achieves a 6.09% weighted average dividend yield and a 6.72% 5-year dividend growth rate, offering strong income potential and reduced risk through diversification.---
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