Update Model Portfolio No. 2 That Beat The Overvalued S&P 500 (Part 2 of 3)

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.