Satisfy Your Income Needs with Durig’s FX2 Portfolio

  • Morningstar’s Top Performing Fixed Income SMA in Trailing 1, 3 & 5 Year Returns, Q1 2018, Q2 2018
  • Up 10.94% YTD
  • Up 12.64% Trailing 1 Year Return
  • Up 17.54% Trailing 3 Year Return
  • Up 9.59% Trailing 5 Year Return

Durig’s FX2 Portfolio – Helping to Solve Your Income Needs

Performance Review of Durig’s FX2 Portfolio

  • Morningstar’s Top Performing Fixed Income SMA in Trailing 1, 3 & 5 Year Returns, Q1 2018, Q2 2018 
  • Up 10.94% YTD
  • Up 12.64% Trailing 1 Year Return 
  • Up 17.54% Trailing 3 Year Return
  • Up 9.59% Trailing 5 Year Return

  • Annualized Return Since Inception (12-30-2011) of 9.91%

    • We know of no other Fixed Income SMA that has outperformed us, there may be some but we have not found any

#1 Performer in a Rising Rate Environment


  • Fx2 is well suited for a rising interest rate environment

 FX2 Benchmark Performance
 

 

  • The performance of FX2 stands out amongst our peers


Historical Returns of FX2 vs. S&P 500

 

  • Our returns have greatly outperformed our peer group

    • We are one of the few bond portfolios that has provided S&P like historical returns with about half the volatility, giving us a monster alpha of 8.44 vs the S&P 500

Superior Upside vs. Downside Risk Profile

 

  • In upside/downside participation we have outperformed almost all our *peers 2 to 1

    • *While the S&P 500 is not our peer, we have included them here to better judge our overall performance to the market as a whole

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Disclosure:
This report demonstrates how our clients aggregated Fixed Income 2 (FX2) Managed Income Portfolios have performed as of October 1st, 2018 and provides a brief analysis on the performance metrics of the FX2 portfolio.

Disclosure: Past performance is no guarantee of future results. FX2 is a composite of individual (segregated) bond accounts comprised of individual bond positions, with return averages both higher and lower than the FX2 composite returns. Individual (segregated) accounts are a different investment vehicle than bond funds, offering more easily customized asset allocation and tax accountability compared to having all the investments held in one single large pool.

Durig's FX2

Durig's FX2 Is A High Yielding, Short Term, Low-Cost, Managed Income Portfolio, designed for performance. The FX2 Portfolio specializes in converting raw wealth into much higher levels of income, and in turn, increased quality of life for clients. Durig’s FX2 Portfolio has, over time been known to have historic periods of significant outperformance. As a fiduciary first and foremost, we provide our Advisory clients with a personalized fiduciary service at a very low-cost. Ask about our many services today!
http://fixed-income2.com/

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