The Sunday Investor

U.S. Equity ETF Analyst on Seeking Alpha. Find free ETF analytics tools on my website,

[The Sunday Investor @SundayInvestor]

@SCHDETF @retirewithryne Thanks for the tag! Happy to assist with researching why stocks were added or deleted…between both of our models, I’m sure we can make some good guesses.

[Seeking Alpha @SeekingAlpha]

SCHD: Your Complete Guide To The March 2026 Index Reconstitution $SCHD #finance #stockmarket #trading https://t.co/NW1itjZxzP

[The Sunday Investor @SundayInvestor]

$SCHD March 2026 Reconstitution Is Available! Key additions include $UNH, $ABT, $PG, $QCOM, and $ACN, while the main deletions are $CSCO, $ABBV, $VLO, $HAL, and $CF.

[The Sunday Investor @SundayInvestor]

@SCHDETF Nice predictions! 8/8 on the additions, 3/7 on the deletions, and your "bottom line" conclusion was spot on.

[The Sunday Investor @SundayInvestor]

$SCHD Reconstitution Tracking - top ten expected additions / deletions based on actual fundamental data.
https://t.co/d1C8iLgJjU

[The Sunday Investor @SundayInvestor]

Tagging Craig @SCHDETF...👀

I just modeled SCHD’s potential March rebalance.

Key takeaways:
• Energy exposure down 8%
• Financials up 5%
• ROE still a fair quality proxy?
Curious what you think — positive or no? Let me know if you'd like the details!

https://t.co/WwzwlWSUd5

[The Sunday Investor @SundayInvestor]

Year-end ETF returns are now live.

I’ve updated the ETF Returns Comparison Tool with full 2025 total return data across all major timeframes. 1183 U.S. Equity ETFs tracked - how did you do?

Explore it here 👉 https://t.co/vCjqYYKlwA

#investing #ETFs

[The Sunday Investor @SundayInvestor]

Earnings surprise trends are one of the cleanest macro signals out there. They’ve flagged major inflection points like the GFC and the 2022 decline—long before price charts did. Fundamentals > Technicals
Track it here: https://t.co/taALPqhCGJ

#Earnings #Macro #Investing

[The Sunday Investor @SundayInvestor]

$NOBL isn’t broken — but it may be outdated. Introducing $VSDA, a modernized Dividend Accelerator ETF worth watching.

$VSDA > $NOBL on returns, drawdowns, and dividend growth since 2017. Full breakdown on Seeking Alpha early next week. @VictoryCapital

https://t.co/GI75Va1j7s

[The Sunday Investor @SundayInvestor]

Six Vanguard large-cap value ETFs.
Billions in AUM.
Yet 40–70% overlap across the board.
Are you really diversified…or just re-labeling the same portfolio?
Compare up to 10 ETFs with one click 👇

https://t.co/cLsesgaf1z

#ETFs #Investing #ETFOverlapTool

[The Sunday Investor @SundayInvestor]

S&P 500 sector ETFs tell a more nuanced story than “tech vs everything else.”
Tech leads on growth and margins—but with higher volatility.
Health Care quietly balances growth and defense.
Compare them below 👇
https://t.co/5cySaAVRAP
#ETFs #SP500 #SectorInvesting #Fundamentals

[The Sunday Investor @SundayInvestor]

Hello everyone — I’m reviving this account with daily posts using the free tools I've made at https://t.co/xL2dyqTiVJ.

The Nasdaq-100 Index fell 81% from March 2000 to September 2002.

Still relevant?

https://t.co/GI75Va1j7s

#QQQ #Nasdaq #Drawdowns #RiskManagement #Investing

[The Sunday Investor @SundayInvestor]

@benjaminfelix @seastress I'd only add that dividends can provide important psychological benefits. Investors are less inclined to sell when they are focused on growing their "passive income", and generally, it's better to stay invested rather than try to time the market.

[The Sunday Investor @SundayInvestor]

@benjaminfelix @seastress That's my approach. I analyze ETFs, and the holdings in $NOBL and $SDY raised dividends by 35 and 32 years straight on average. Similar #'s for many others. The catch is all have betas around 0.88 and trade at nice P/E discounts vs. $SPY, which is why they're considered safer.

[The Sunday Investor @SundayInvestor]

@SeeItWithChris @tlake11 @ValueAnalyst1 @GuyDealership But q to

[The Sunday Investor @SundayInvestor]

@StockTrades_CA Haha absolutely. It's also virtually the only requirement to sell mutual funds, so kind of crazy!

[The Sunday Investor @SundayInvestor]

@StockTrades_CA It's a solid course! Seems like you got the stock thing down pat anyways :)

[The Sunday Investor @SundayInvestor]

@StockTrades_CA @BoomerandEcho Try the IMT course for a bit more in depth coverage. CSC was an intro IMO. For what it's worth, I paid for a CFA in person prep course a while back in Toronto, and the professor also called it voodoo. He also had some other interesting things to say about TA that I cannot recall!

[The Sunday Investor @SundayInvestor]

@SBarlow_ROB They also don't know how to use an apostrophe.

"It’s broadly diversified portfolio endeavors to balance performance, competitive with benchmarks..."

I'll stop reading now.

[The Sunday Investor @SundayInvestor]

@SBarlow_ROB Well with their main thesis being that companies that oppose conservative values negatively affect shareholders returns, I must say it takes some guts to put Apple on the boycott list.