The S&P 500 remains resilient, just 3.5% below its all-time highs, showing a solid 10% gain year-to-date despite recent volatility driven by tech sector cash flow concerns. Q3 earnings per share growth is robust at 30%, and market breadth is improving beyond just mega-cap tech stocks. The author is reallocating 10-15% of idle cash into equities, favoring ETFs like VOO, QQQ, SCHD, and select individual stocks such as NVDA and AVGO. While the post-election divided government and historical trends support a bullish outlook, risks remain from high interest rates, oil prices, and negative free cash flow in tech companies.
Nvidia (NVDA) is up 2.44% at USD 207.00 as of Nov 03, 2026 21:21 WIB on Pluang, showing strong investor interest alongside Broadcom (AVGO), which gained 2.61% to USD 330.65. Meanwhile, the Schwab US Dividend Equity ETF (SCHD) is slightly down 0.31% at USD 35.79, reflecting a more cautious stance on dividend-focused stocks. These movements align with the article's focus on reallocating cash into equities like NVDA and AVGO amid a resilient S&P 500 environment.
The Schwab US Dividend Equity ETF (SCHD) is recommended as a Buy for the next 12 to 24 months due to consistent dividend growth and robust portfolio diversification. Its healthcare sector allocation has increased to nearly 19%, making it a key driver...
The Schwab US Dividend Equity ETF (SCHD) is recommended as a strong buy due to its focus on high-quality dividends, lower exposure to volatile technology sectors, and stable cash flows. This makes it a defensive choice for retirees and cautious incom...
The article outlines a diversified dividend portfolio combining ETFs, funds, and high-yield stocks to achieve a 5.59% average dividend yield and a 6.16% annual dividend growth over five years. Key holdings include Schwab U.S. Dividend Equity ETF, Mic...
