How to Build a Dividend Growth Portfolio in an Overpriced Market | FAST Graphs

Update on Model Portfolios Built August 2021
build a dividend growth portfolio
The stock market as measured by the S&P is currently at an all-time high which makes it very challenging to try to build a quality dividend growth portfolio. Three years ago we faced a similar challenge with a similar valuation in the market, and this is going to be an update on the three model portfolios that were built. Now three years later we will examine how they have performed and also talk about how you can duplicate that process in today’s overvalued market.
Time Codes:
0:00 – Introduction by Chuck Carnevale
10:25 - SPDR S&P 500 ETF Trust (SPY)
15:50 - Cardinal Health (CAH)
18:49 – Abbvie Inc (ABBV)
20:24 - Verizon Communications (VZ)
22:06 - Walgreens Boots Alliance (WBA)
24:04 - Cummins Inc (CMI)
25:42 - UGI Corp (UGI)
26:36 - SPDR S&P 500 ETF Trust (SPY)
26:46 – Closing Remarks by Chuck Carnevale

Original Series:
Part 1:
Part 2:
Part 3:

Updated April 2024:
Part 1:
Part 2:
Part 3:

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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.

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[evanshoa]

I think a very helpful video would be one where you discussed holdings that you have sold and the reasons why. I find that I can make buy decisions a lot easier than sell decisions. How does the Buy and Hold, three to five year horizon investor decide to sell? What are the basic fundamentals you look at and how much do they have to deteriorate before you have had enough

[larryevans]

I'm late getting to this but thoroughly enjoyed it. Excellent!!

[menlubruce]

I too would like to see 10 to 15 new undervalued Stocks that can offer total return and a seconod portfolio offering Dividend growth. I have gone through all your preset files and done my homework but having your perspective helps alot.

[DobyDuke]

As a dividend investor, I’m ok with the stock having down times, allows me to buy with a higher rate!

[NiekVink]

Amazingly informative video, thank you so much Chuck.Greets from the Netherlands

[FxAndrej]

@5.25 - "Know thyself". Indeed, but easier said than done.

People misevaluate themselves very easily and by a wide margin. "Everyone's a long-term investor until the market goes down" - Peter Lynch.
The only way to TRULY know thyself is to get into the ring and receive a few punches. You're lucky if it happens when your portfolio is still small.

I have a growth ETF, but a big chunk of my equity is in 4-6% yielding boring dividend payers to SWAN.
Good luck everyone.

[tiagosantos]

Loved this video, you are the best Chuck

[investoreyes]

UGI is the only one I would pick on this list for long-term hold at the moment

[chuckdiezel]

Thanks Chuck, would be great to see a list and video on 10 undervalued stocks for total return in this overvalued market

[capitalconsultingus]

Another Great Clinic Chuck... It is really hard to find great businesses at reasonable prices in today's environment.. Would be interesting to see an Aug 24 portfolio (Models 1, 2 and 3)... an idea for you. This tool is THE BEST!!

[udarpavarota]

It's not about being right or wrong because nothing is excluded from happening in the future. It's about managing risk.

[johnstewart]

can u do a video covering UGI, would love to learn more

[mik]

Great video. More etf’s besides spy would be helpful. Thanks

[cwilson]

When to sell?!?
I find myself having no issue with stocks that have gone down or negative in my portfolio as it’s a chance to buy and lower my price; as they’ve been researched and bought at a good valuation on solid fundamentals. That said I DO have a problem knowing when to sell or rotate into another company. For instance, bought NEE about a year ago and sitting up about 50%, currently fully valued 24 or vs 5yr of 23.08. Was actually thinking to rotate into growing my UGI which is pretty undervalued currently.
Is this commonly done as a dividend/value investor, or do you typically wait longer as I’ve only held it a year?
Any input on this would be helpful!!
Just trying to figure this out at 50 years young 😅

[jameswhittaker]

Great review chuck. some times it hard to keep up with all changes.

[Stm]

Where does the time go, long term investing is the key.

[jovokrneta]

Hi @FASTGraphs how do you see MPW now? Have fundamentals worsen there by your view of things? Would you hold MPW now? I myself am still holding and expecting a better 2025 year after Steward is resolved and rates have been cut. Keep on with the great work 👍

[marksoberay]

Chuck i cant emphasize enough how important videos like this are because it shows your theories are working. Do you manage money? If so im in

[podlyesnyy]

Hi, Chuck great episode as usual. In your episode you mentioned about managing portfolio and you would have cut Walgreens sooner. I know I did. It would be very educational to know what would be the triggers in your head to start thinking about cutting losses specifically when the underlying business fundamentals are deteriorating. Thank you.

[Ed-bjeq]

thanks Chuck for this great update. If instead of individual stock picking we decided to invest in dividend growth+income portfolio with ETFs, are SCHD and DGRO fairly valued today ?