ogichobanov As anyone who reads my articles regularly knows, I love investing in high-yield stocks (SCHD). However, not all sub-sectors within the high-yield space are attractive at all times. While I do try to maintain a diversified portfolio and am not purely a macro investor, I strategically allocate my capital between different sectors to overweight those that I believe are underrated by Mr. Market, while underweighting those that I think are overrated. In this article, I will discuss one sector that I ...