5 High-Quality Dividend Growth Stocks I'm Buying Now (Plus SCHD Reconstitution)
Portfolio Pulse from
A dividend growth portfolio manager shares insights on current investment strategy, highlighting the portfolio's strong performance, preference for dividend-paying stocks, and potential opportunities in auto parts sector due to new tariffs.
March 29, 2025 | 12:15 pm
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NEUTRAL IMPACT
SCHD's reconstitution suggests potential rebalancing of dividend-focused holdings, which could impact the ETF's composition and performance.
Reconstitution typically involves reviewing and potentially changing the ETF's holdings, which can cause minor short-term price movements.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
New 25% auto tariffs could make auto parts stocks like GPC more attractive, potentially boosting the company's domestic market position.
Tariffs may reduce foreign competition and increase domestic auto parts demand, potentially benefiting GPC's market share and pricing power.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80