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. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed.
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.
Here are links to the three Model Portfolios from August of 2021:
Here is a link to Part 1 of this current series.
In this video, Chuck will go over Amgen Inc (AMGN), SPDR S&P 500 ETF Trust (SPY), Ameriprise Financial (AMP), Best Buy Co (BBY), BorgWarner (BWA), Cardinal Health (CAH), FMC Corp (FMC), Ingredion (INGR), Lockheed Martin (LMT), Merck & Co (MRK), Omnicom Group (OMC), Raymond James Financial (RJF), Science Applications International (SAIC), Spire (SR), Tyson Foods (TSN), UGI Corp (UGI), Whirlpool (WHR)
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Disclosure: Long AMGN, AMP, BBY, BWA, CAH, INGR, LMT, MRK, OMC, RJF, UGI, WHR
Disclaimer: The opinions in this document are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned or to solicit transactions or clients. Past performance of the companies discussed may not continue and the companies may not achieve the earnings growth as predicted. The information in this document is believed to be accurate, but under no circumstances should a person act upon the information contained within. We do not recommend that anyone act upon any investment information without first consulting an investment advisor as to the suitability of such investments for his specific situation.