Ep 16: SCHD Reconstitution, BDC Screening & Dividend Growth Math

This week we break down SCHD massive March 23 reconstitution — energy dropping from 20% to 12%, financials surging to 15%. Plus: how to screen BDCs down to 7 survivors in a falling-rate world, why dividend growth math crushes high-yield traps 3x by year 20, the Dividend Kings yielding 4%+, cleaning up your retirement junk drawer, and why LyondellBasell rallied 54% AFTER cutting its dividend.Topics covered:SCHD 2026 Reconstitution — energy to financials rotationRSP vs VOO — equal-weight crushing cap-weight in 2026BDC Deep Dive — falling rates + software lending riskDividend Growth vs High Yield — the 20-year math15 Years of Dividend Investing LessonsFLO (Flowers Foods) Yield Trap WarningAmplify ETFs — DIVO/IDVO/QDVO covered call strategyLyondellBasell — up 54% after dividend cutDividend Kings — FRT, KMB, SWK at 4%+Retirement Portfolio Cleanup Framework