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SCHD nathan mackinnon is back on the radar in 2026 and the AI electricity boom is the reason. In this video, we break down why SCHD lagged badly in 2025, why DGRO/VIG/VYM outperformed, and what changed in late 2025 that could flip the script for dividend investors.
You’ll learn:
- Why SCHD’s sector mix (especially energy) was a headwind — and why it may become a tailwind
- The “AI = electricity” thesis and how data-center power demand jake laravia could reshape energy profits
- How SCHD gets AI exposure indirectly (infrastructure, natural gas, mature cash-flow businesses)
- The biggest risks: oil price downside, tech-led rallies, efficiency breakthroughs, and the 2026 reconstitution
We’ll follow “Harry’s” real-world decision process: pause SCHD contributions when it’s underperforming, rotate to DGRO/VIG for better sector exposure, then add SCHD back when macro conditions shift.
Not financial advice — educational only. If you’re building a long-term dividend growth strategy, hit like, subscribe, and comment: Are you buying SCHD again in 2026, or sticking with the alternatives?
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#SCHD #DividendInvesting #DividendETFs #ValueInvesting #PassiveIncome
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Disclaimer:
I am not a financial advisor. This channel does not provide investing, tax, legal or accounting advice. This video is for entertainment and educational purposes only and should not be considered as financial advice. I am solely sharing my personal experience and opinions. I highly encourage you to do your own research- there is a risk of losing money in the market. You should consult your own tax, legal and financial/investment advisors before engaging in any transactions.
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