I have some questions, but the biggest one is the title.
I have SPY and SCHD, and recently found out around 50% of holdings in SCHD is also included in SPY. I understand the weights are different, but still, they do overlap. How much overlap is considered ok?
I'm 27/M, and probably will be working into my 60s. At the moment my retirement plan is to live off dividends from my assets. I know in the long term putting everything in SPY and selling it all to buy dividend stuff gives me a better chance of higher total return, but I feel too bothered to plan all that. Will putting some of my money in dividends from now affect the total return after 30~40 years that much?
Currently, I own stock based ETFs, bitcoin and bonds. I am thinking about starting to put some money in REITs in around 5~10 years. Other than these, are there any other form of assets that I should consider holding?
Thank you to everyone who put time to read/answer this!
[link] [comments] https://www.reddit.com/r/stocks/comments/12kfzoa/how_much_overlap_is_ok_to_hold_2_etfs/
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