When you want to dissect an ETF’s performance it is useful to check out this table. SCHD’s stellar performance in 2026 is an example of a quick rotation out of Mag 7, AI, SaaS (Software as a service) into more industrial, blue chip names. You can discern what holdings are responsible for that move in…
Category: Blog
ETF’s – Set it & Forget it.
I recently had a discussion with ChatGPT about the mechanics of ETF’s and how the structure creates a self-optimizing system. Most generic indexed ETF’s such as QQQ or SPY are rebalanced on a quarterly basis, meaning the weighting of the individual constituent stocks are rebalanced according to the market cap each quarter. Individual components are…