SHOW / EPISODE

Stop Buying SCHD Until You Add This Shield ETF

29m | Oct 20, 2026

Do you think SCHD or VOO are enough to keep your portfolio safe when the market turns red? Think again. Everyday investors are walking straight into a mathematical trap. If your portfolio takes a 50% loss during a market drop, you don't need a 50% gain to break even. You need a 100% gain just to get back to zero.

Ready to build your downside protection strategy? Register for my free investing class this Thursday at 7:00 PM EST: https://7figureportfolio.investingunc...

In Video 3 of our Everyday Investor Masterclass series, we open up Bucket 3: The Shield. I’m breaking down the exact defensive assets that absorb market shocks, protect your capital, and give you buying power when everyone else is panicking.


📌 WHAT YOU’LL LEARN IN THIS VIDEO:

The Mathematical Trap: Why a 50% Loss Requires a 100% Gain

What is "The Shield" & Why Your Portfolio Needs It

XLU (Utilities ETF): Owning the Power Grid Behind the AI Revolution

IAU (Gold Trust): Monetary Insurance During Market Fear

SLV (Silver Trust): Industrial Upside Meets Portfolio Protection

How Much Shield Does Your Investor Profile Need? (10% vs 30%)

How to Build a 7-Figure 5-Bucket Portfolio


🚀 FREE RESOURCES & TOOLS:

Free Investor Profile Assessment & Portfolio Builder: https://7figureportfolio.investingunc...

Subscribe for More Videos:    / @courtney-hale  


💬 PODCAST COMMUNITY QUESTION:

What percentage of your current portfolio is sitting in defensive assets right now? Drop your percentage in the comments below!

Disclaimer: The information provided in this episode is for educational and informational purposes only and should not be construed as personal financial advice. Always perform your own research before making investment decisions.



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