No video

Secret Recipe That Beat The Overvalued S&P 500-Update Model Portfolio 1-(Part 1 of 3) | FAST Graphs

S&P 500
Update: Model Model Portfolio 1 from Aug 20, 2021 (see link below)
In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to share a surefire method or strategy for beating the stock market in both a total income basis as well as a total return basis.
Chuck is going to re-visit a set of videos that he produced in August of 2021 where he created three model portfolios. He created an income portfolio, equal weighted dividend income portfolio based on fairly value dividend growth stocks, and then he created one that had more growth oriented into it for both growth of income and growth of dividends, and then finally another strategy of where he overweight several of the stocks in the portfolio so that he could generate greater income and still provide good results.
Part 1:
• How to Build A Dividen...
Part 2:
• Constructing A Persona...
Part 3:
• 3 Model Dividend Growt...
Time Codes:
0:00 - Introduction by Chuck Carnevale
3:08 - SPDR S&P 500 ETF Trust (SPY)
5:31 - Portfolio Review Equal Weight Model 1
6:09 - Portfolio Review Equal Weight Model 2
6:24 - Portfolio Review Overweight Model 3
6:49 - Reviewing Portfolio Model 1
10:44 - Abbvie (ABBV)
11:22 - Amgen Inc (AMGN)
12:00 - Franklin Resources (BEN)
12:14 - Cardinal Health (CAH)
13:46 - Chemours Co (CC)
14:03 - Eastman Chemical (EMN)
14:09 - Enterprise Products Partners (EPD)
14:19 - HP Inc (HPQ)
14:22 - Ingredion (INGR)
14:38 - JP Morgan Chase (JPM)
14:45 - Altria Group (MO)
15:15 - UGI Corp (UGI)
15:35 - Closing Remarks by Chuck Carnevale
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.
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:
www.fastgraphs.com
SUBSCRIBE To Our KZread Channel
#dividends #stocks #dividends

Пікірлер: 38

  • @eikehomringhaus4791
    @eikehomringhaus47914 ай бұрын

    The very best ( value ) investing chanel on KZread. Lol from Germany.

  • @Tintenton
    @Tintenton4 ай бұрын

    Thank you Mr. Valuation! Love the FAST Graphs series! 💥

  • @David.Marquez
    @David.Marquez4 ай бұрын

    What a great overview. Thank you so much Chuck!

  • @palatinator
    @palatinator4 ай бұрын

    How ever great stuff. Thank you Chuck

  • @fozziewossie
    @fozziewossie4 ай бұрын

    Great to see how these portfolios have performed over a reasonable time 👍

  • @wmartin
    @wmartin4 ай бұрын

    Thanks Chuck! Good stuff!

  • @larryevans2806
    @larryevans28064 ай бұрын

    These are great videos.!

  • @Zlaterrr
    @Zlaterrr4 ай бұрын

    Nice one Chuck!

  • @zarirkalian8240
    @zarirkalian82404 ай бұрын

    Sir, great information! I am retired which stocks would you suggest for income, growth and dividends, if you can make a video would help

  • @mikesurel5040
    @mikesurel50404 ай бұрын

    I have been nagging a few other KZreadrs to do reviews like this. I absolutely love it and cannot wait for the other installments. It is hard for me to get excited about tobacco stocks. I saw a news story a few days ago where they plan on using AI to remove Bond smoking cigarettes and cigars from the entire movie catalog. The villains of course will be allowed to keep their smokes. It is hard for me to get fired up about tobacco stocks when this is the world we live in.

  • @cliffluxion7019
    @cliffluxion70194 ай бұрын

    Thank you! 😃

  • @sunnybains6499
    @sunnybains64994 ай бұрын

    Wow your awesome my friend! Thank you!

  • @ChrisCooper-gy8lv
    @ChrisCooper-gy8lv4 ай бұрын

    Hey, can you do a video on Match Group please? Love these videos thanks

  • @TheRustyLM
    @TheRustyLM4 ай бұрын

    Professor Valuation!

  • @argillichorizon6894
    @argillichorizon68944 ай бұрын

    Very nice. The next sobering feature to add might be continuous inflation adjustments, with a choice of inflation measures, probably including rates based on official CPI, ShadowStats if they will share, Million price project, etc.

  • @jovokrneta1412
    @jovokrneta14124 ай бұрын

    Great video as always. Are you planing to make an update video in MPW? MPW is a really interesting one...

  • @MichaelBeirneVettedCapital

    @MichaelBeirneVettedCapital

    3 ай бұрын

    yes please!

  • @donkemp8151
    @donkemp81512 ай бұрын

    Chuck, I’ve had a subscription to FastGraphs and canceled, not because I didn’t find value but because I had no way to screen to build a list from which to select stocks. Have you done a video on screening?

  • @soren8994
    @soren89944 ай бұрын

    Thank you!

  • @CalmerThanYouAre1
    @CalmerThanYouAre14 ай бұрын

    Does the software provide any actively curated lists of stocks that are particularly undervalued and updated in real tome? A top 20 dividend paying stock list, a top 20 growth stock list, top 20 in each sector, top 20 international, top 20 overall, etc.? Such lists would be useful not only for buy and hold investors but also investors looking to sell puts for a shot at a better entry, wheel traders or even pure options traders or swing traders.

  • @MrTrusttube
    @MrTrusttube4 ай бұрын

    Thank you for the update, Mr. Valutation! Is there anything you would change in the strategies now that you know the results, e.g. to reduce draw-down of the non-performers?

  • @FASTgraphs

    @FASTgraphs

    4 ай бұрын

    Yes, I would manage the portfolios on an ongoing basis. The purpose of this exercise was just to illustrate how applying sound investment strategies coupled with value investing could produce long-term results. More importantly, the drawdowns as you put it are all unrealized but the dividends have grown as designed. Regards, Chuck

  • @JackSmith-eg7xi

    @JackSmith-eg7xi

    4 ай бұрын

    Briefly, what would you do (have done) to manage these portfolios? @@FASTgraphs

  • @FASTgraphs

    @FASTgraphs

    4 ай бұрын

    Switch horses if I felt the need and had the opportunity to invest in something better. As my mentor once said "the stock market is like the greatest horserace in the world because you can change horses at any time during the race all the way up to the finish line."

  • @JackSmith-eg7xi

    @JackSmith-eg7xi

    4 ай бұрын

    Based on executive leadership's miss-performance (significant value destruction due to poor strategy, execution, & compensation plan), would you have replaced UGI if this had been an actively watched portfolio? The CEO during these years was fired last fall. However, much of the new'ish board that contributed to this remains. I have not added to my position, but the company is on my "replace short-list" as I wait for a turnaround or a suitable replacement. I buy for the long-term, but look for better opportunities when a company fundamentals, strategy, or segment change for the worst. @@FASTgraphs

  • @ADAdams-wn1nc
    @ADAdams-wn1nc2 ай бұрын

    Will Fastgraphs work with CEFs and ETFs or only individual stocks?

  • @mixanguyen3068

    @mixanguyen3068

    2 ай бұрын

    Future feature. Only individual stocks for now.

  • @joeg9829
    @joeg98294 ай бұрын

    S&P is very overvalued, but where you can put your money else? 😅

  • @FASTgraphs

    @FASTgraphs

    4 ай бұрын

    It is a market of stocks not a stock market. Therefore, put your money in individual but undervalued stocks as I show in this video. In other words, that is what this video is all about. Regards, Chuck

  • @scott1441
    @scott14414 ай бұрын

    Too many stocks - create a portfolio with 10 stocks only using the three models. Thai is what I have, using growth and value stocks as well as stocks in various sectors. I have outperformed all markets. CVX,MRK,ABBV,CTRA,AMZN,MSFT,NUE,TMUS,JPM and NEE.

  • @FASTgraphs

    @FASTgraphs

    4 ай бұрын

    I don't think 20 is too much, but, I also think 10 is good if your risk tolerances is high and you do the work to keep up with them.

  • @scott1441

    @scott1441

    4 ай бұрын

    Thanks for reply. So far so good - good diversify@@FASTgraphs

  • @Cap_management

    @Cap_management

    4 ай бұрын

    Ten stocks are too many. Buy one with the fastest growth and you will outperform all markets. Why you wiould dillute your returns with companies like ABBV which faces patent cliff and MErck which will lose half the revenue in few years.

  • @FASTgraphs

    @FASTgraphs

    4 ай бұрын

    @@Cap_management that lack of diversification is very dangerous, imprudent and reckless. Furthermore, these videos are about the dividend income not total returns, an AbbVie is performing beautifully. Regards, Chuck

  • @mixanguyen3068

    @mixanguyen3068

    2 ай бұрын

    @val learn from me. I put $80k in one stock, WAMU, thinking what could go wrong with a 200 years company. Yup. All $80k gone.

  • @markalan9368
    @markalan93682 ай бұрын

    I am confused. Your started out with $1M in Aug. 2021. In April 2024, 2 yrs and 7 months, your net investment is $845k and your total income was $105K? This adds up to $950k. Which represents a 5% loss over the time invested. Where does the market value come into play $1,070,614? What am I missing?

Келесі