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

Beat 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, Part 3, Chuck will do an update on Model Portfolio Number 3 to see how it’s performed against the S&P 500. The portfolio was to get maximum income out of the portfolio but still try to deal with risk at the maximum extent possible.

Model Portfolio

We hope you enjoyed this series. This was all about designing portfolios to meet specific needs and specific investment objectives. That is what investing is all about.

Here are links to the three Model Portfolios from August of 2021:

Model Number 1

Model Number 2

Model Number 3

Here is a link to Part 1 of this current series.

Here is a link to Part 2 of this current series.

In this video Chuck will cover Abbvie (ABBV), Amgen (AMGN), Franklin Resources (BEN), Cardinal Health (CAH), Chemours (CC), Eastman Chemical (EMN), Enterprise Products Partners (EPD), HP Inc (HPQ), Ingredion (INGR), JPMorgan Chase (JPM), Altria Group (MO), Merck & Co (MRK), Omega Healthcare (OHI), Omnicom Group (OMC), Principal Financial Group (PFG), UGI Corp (UGI), VICI Properties (VICI), Verizon Communications (VZ),Walgreens Boots Alliance (WBA)

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