SCHD Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: SCHD's stable dividends and low volatility suggest potential for gradual appreciation. Rebalancing creates buy opportunities.




Bearish Case: Recent price decline and high implied volatility indicate potential downside, with macroeconomic risks threatening dividend growth.




Potential Outcomes:

1. Gradual uptrend continues (45%).

2. Stabilizes around current levels (30%).

3. Potential decline in turbulent markets (25%).




Trading Oracle: Exploit current higher implied volatility with Bearish Long Volatility Strategy. Given market sentiment and ongoing global uncertainties, buy OOTM puts for optimal leverage against price swings.



April 10, 2025


Schwab US Dividend Equity Forecast

SCHD        Schwab US Dividend Equity











Correlated Assets

Assets that tend to move strongly with SCHD



FNF Forecast + Options Trading Strategies   FNF  Fidelity National Financial (0.9)


EWBC Forecast + Options Trading Strategies   EWBC  East West Bancorp (0.89)


VIG Forecast + Options Trading Strategies   VIG  Vanguard Group, Inc. - Vanguard Dividend Appreciation FTF (0.89)


MTB Forecast + Options Trading Strategies   MTB  M & T (0.88)


RY Forecast + Options Trading Strategies   RY  Royal Bank Of Canada (0.87)



Uncorrelated Assets

Assets with little price relationship to SCHD



MFA Forecast + Options Trading Strategies   MFA  MFA Financial (-0.0)


KOLD Forecast + Options Trading Strategies   KOLD  ProShares UltraShort Bloomberg Natural Gas (0.01)


CVX Forecast + Options Trading Strategies   CVX  Chevron (0.01)


ACGL Forecast + Options Trading Strategies   ACGL  Arch (0.02)


AEHR Forecast + Options Trading Strategies   AEHR  Aehr Test Systems (0.02)



Anticorrelated Assets

Assets that tend to move strongly against SCHD



STM Forecast + Options Trading Strategies   STM  New York Shares (-0.7)


VRNT Forecast + Options Trading Strategies   VRNT  Verint Systems (-0.72)


XRAY Forecast + Options Trading Strategies   XRAY  DENTSPLY Sirona (-0.72)


TDW Forecast + Options Trading Strategies   TDW  Tidewater Inc. - New (-0.74)


OXY Forecast + Options Trading Strategies   OXY  Occidental Petroleum (-0.77)









Become a more profitable investor with AI optimized trading strategies






×

Chat with SCHD


 Ask any question about SCHD!