By: Dividend Sensei
The market is 30% overvalued, and September is historically a time when many corrections begin. Fortunately, there are plenty of high-yield/low volatility blue chips to choose from.
Today 14 high-yield/low volatility blue-chips are reasonably to attractively valued.
Together they yield 3.6% and are expected to deliver 9.3% CAGR long-term returns with about 40% less volatility than the S&P 500.
Five of these blue-chips combine into a 5 sector balanced portfolio that yields 4.5% and is expected to deliver 10.4% CAGR market-beating returns, just as it has for the last 24 years.
Combining this 5 sector portfolio with 10% cash and 10% bonds creates a 3.5% yielding high-yield/super low volatility Ultra SWAN retirement portfolio that’s expected to generate 8.5% CAGR long-term returns, 2% more than a 60/40 portfolio. Over the decades that difference can amount to millions of dollars and generate the rich retirement of your dreams.