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It's still very early, but this one has a chance. It's trading well first few weeks. Concentrated portfolio. 9% international equity. Inception 2/22/2022. Based on top 10 holdings, I guesstimate 2-2.20% dividend. On my watch list...we will know in the fullness of time. Value in the name but M* showing only 28%.


  • SCHD, CDC, COWZ, CGDV all Large Cap Value ETF's with interestingly few similar top equity holdings. Watch list & let them battle it out. No commissions to purchase or DCA. CDC has a timing element. COWZ higher SD, MD. Not a recommendation.
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