Update Model Portfolio No. 2 That Beat The Overvalued S&P 500 (Part 2 of 3) | FAST Graphs
FASTgraphs FASTgraphs
146K subscribers
8,518 views
0

 Published On Apr 9, 2024

The Overvalued S&P 500
On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, built three portfolios for dividend income with different objectives against the S&P 500. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed against the S&P 500.

Model 2 is more oriented toward future yield and future dividend income and growth. This portfolio was designed for the younger investor who might be looking at 20, 30 years or more before they would actually start living off the income.

We work hard all our lives for our money, but once we get into retirement it’s time for our money to work very hard for us. That was the idea for this Model Portfolio Number 2, something that could be started in your younger years as you are working towards retirement, then when you finally got there your portfolio would have enough size and enough yield to be able to meet your needs without having to sell any of your stocks.

Time Codes:
0:00 – Introduction by Chuck Carnevale, Co-Founder of FAST Graphs
2:15 – Reviewing Model Portfolio Number 2
4:30 – Holdings
4:34 – Amgen Inc (AMGN)
6:22 – SPDR S&P 500 ETF Trust (SPY)
7:40 – Ameriprise Financial (AMP)
9:02 – Best Buy Co Inc (BBY)
9:55 – BorgWarner Inc (BWA)
10:29 – Cardinal Health (CAH)
10:50 – FMC Corp (FMC)
11:15 – Gains/Loss Column
11:57 – Ingredion Inc (INGR)
12:27 – Lockheed Martin (LMT)
12:52 – Merck & Co Inc (MRK)
13:08 – Omnicom Group (OMC)
13:51 – Raymond James Financial (RJF)
14:22 – Science Applications International (SAIC)
15:20 – Spire Inc (SR)
15:35 – Tyson Foods Inc (TSN)
15:39 – UGI Corp (UGI)
15:46 – Whirlpool Corp (WHR)
16:23 – Summary of Portfolio Number 2
16:57 – Closing remarks by Chuck

Here are the links to the videos in 2021:
Part 1:
   • How to Build A Dividend Income Retire...  

Part 2:
   • Constructing A Personal Dividend Inco...  

Part 3:
   • 3 Model Dividend Growth Portfolios fo...  

Here is a link to Part 1 - Update:
   • Secret Recipe That Beat The Overvalue...  

Introducing The FAST Graphs’ Affiliate Program! Earn money and help other investors by introducing them to the most powerful fundamental analyzer software tool available. Help others become smarter and more profitable investors.
https://fastgraphs.com/fast-graphs-af...

Disclaimer: FAST Graphs is a tool designed to reveal and present information related to financial data and investment metrics. It is not intended to provide specific advice or recommendations. Instead, it offers a comprehensive view of relevant data, empowering users to make informed decisions based on their own analysis. It's your first step to a more comprehensive research and due diligence process. In short, it is a tool to think with. The opinions in this video are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned.

Sign up for your 7-day free trial:
https://www.fastgraphs.com

SUBSCRIBE To Our YouTube Channel

#dividends #stocks #S&P 500

show more

Share/Embed