2023 Ex-div & Paydates Schwab: SCHA, SCHB, SCHC, SCHD, SCHE, SCHF, SCHG, SCHH, SCHM, SCHV, SCHX, FNDF, FNDC, FNDE, SCHK, FINDB, FNDX, FDNA

2023 Schwab ETF Ex-Dividend and Pay date information Schwab has now published their ex-dividend / pay dates for all of their no-fee ETFs.  The published dates are: Quarterly Distributions:  SCHA, SCHB, SCHD, SCHG, SCHH, SCHM, SCHV, SCHX, FINDB, FNDX, FDNA 2023 Ex-Dividend Dates Q1 Q2 Q3 Q4 22-March 21-June 20-September 6-December 28-December  (potential cap gains div) Pay / Distribution Dates 27-March 26-June 25-September 11-December 3-January-2024 (potential …

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Next 2025 SPY, VOO, IVV Ex-Dividend Dates and Estimated Dividends

SPY went ex-dividend Friday, June 20th, 2025, with a second-quarter dividend of $1.761 per share. SPY’s next distribution payout will be on July 31st, 2025—yes the SPDR folks take their time delivering the dividend. iShares’ IVV, one of the other two big S&P 500 ETFs, went ex-dividend, on June 16th, with a dividend of $1.876 per share. Vanguard’s VOO will go ex-dividend, I’m estimating, on …

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Covered Calls — improving the odds of a modest profit

Mainstream investors buy assets they think will go up.  If the asset price stays the same or goes down the investor gets no profit or a loss.   Covered calls are a way for investors to show a modest profit if:
  1. The asset goes up in price
  2. The asset price stays the same
  3. The asset price drops a relatively small amount

One of the catches (and there are always at least one), is that the investor gives up some upside.  

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2023 Ex-Div: JNK, SJNK, BIL, ITE, TLO, IPE, LAG, TFI, SHM, BMX, WIP, MBG, MWZ, CWB, and Others

2023 Ex-Dividend and Pay Date information from SPDR referenced in this post. 2023 Ex-Dividend Dates 1-Feb 1-Mar 3-Apr 1-May 1-Jun 3-Jul 1-Aug 1-Sep 2-Oct 1-Nov 1-Dec 18-Dec 28-Dec (Potential Excise Distribution) Pay / Distribution Dates 7-Feb 7-Mar 7-Apr 5-May 7-Jun 7-Jul 7-Aug 8-Sep 6-Oct 7-Nov 7-Dec 22-Dec 4-Jan-2024 (Potential Excise Distribution) BABS SPDR Nuveen Barclays Build America Bond ETF (BABS) BIL SPDR Barclays 1-3 Month …

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Vance’s rules for six figure investing

Big moves usually don’t happen in a day, be patient Don’t fight the market Consider not jumping in or out all at once—no matter which way the market goes there will be something good to be said about it (e.g., at least I got half out…) Regardless of the market trend the chances of an up day tomorrow are always fifty-fifty (post) Don’t buy at …

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