UTG - Timing Is Everything: My Book's Model Portfolios 2-Plus Years Later

• I promised readers of my book, "The Income Factory: An Investor's Guide to Consistent Lifetime Returns," that I would periodically review and update the model portfolios here on Seeking Alpha.
• Obviously a lot has happened (COVID, the energy crash and recovery, etc.) since the McGraw-Hill publishing date in early 2020.
• I created the five model portfolios more than two years ago, at least eight months before the publication date, so it's encouraging to see how well they've held up.
• Despite the MLP sector dragging some of them down, the models achieved annualized returns ranging from 7.2% to 10.3%.
• This demonstrates the value of choosing experienced funds and fund management companies whose performance has stood the test of time.

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