Part 5/8:
The second portfolio is much simpler, containing just one investment—the Vanguard Dividend Appreciation Index Fund (ticker symbol VIIG). This fund is seen as a critical bridge account aimed at supporting partial retirement by the age of 45. Its principle is based on the growth of dividend-paying stocks, allowing for a yield on cost that can be substantial over time. Here, the speaker considers both selling the fund at retirement or leveraging dividends to supplement their income.