Income Aristocrats: High Income with Less Historical Volatility

  • Do you wish for more income stability? Perhaps a boost in income?
  • The Income Aristocrats Portfolio was designed with stability in mind.

Durig takes an in-depth look at it’s newest addition to its portfolio of investment solutions, the Income Aristocrats. An extremely diversified portfolio, the income aristocrats seamlessly blends the Fixed Income 2, Dogs of the S&P 500, and the Dividend Aristocrats strategies into an income generating machine.

Designed to produce high levels of income and growth, the Income Aristocrats are shaping up to be Durig’s most holistic portfolio strategy yet.

  • Lifetime Return of 8.49% *
  • Average Current Yield above 5.25% *
  • *combined performance of all 3 portfolios, annualized since inception, as of 9-26-19

Income Diversification

With so much uncertainty in today’s world, one thing we never want to be unsure of is our income, and the Income Aristocrats appear to have found a solution.

Do you wish for more income stability? Perhaps a boost in income? 

Designed with stability in mind, Durig’s Income Aristocrats draw on the income of two asset types, three proven strategies, and dozens of companies across many industries to achieve an unrivaled level of income diversification.

The coupon interest produced by the corporate bonds in the portfolio and high blue chip dividends allow investors to diversify their income streams, while aristocratic blue chip dividends gradually growing income over time, helping to further income security.

The net result of Durig’s multifaceted diversification approach is the production of diverse and stable income stream, with the strong potential for significant growth over time.

Principal Growth
Growth is another large benefit of the Income Aristocrats, with all three of the strategies it is built from having the potential to produce significant growth over time.

The blue chip stocks in the portfolio are its largest drivers of principal growth, as they tend to increase in price over time, whereas the corporate bonds contained in the portfolio are used primarily to generate income through bond coupon interest.

Additionally, as the dividends of the blue chip aristocrats in the portfolio are raised and reinvested over the years, this growth component appears even more pronounced as these gradual dividend increases are compounded over time.

Multi-Asset Strategy

A multi asset strategy such as Durig’s Income Aristocrats provides investors exposure to a wider scope of asset types and sectors. The blend of three different strategies contained in Durig’s Income Aristocrats Portfolio encompass two different asset types- corporate bonds and blue chip equity.

Bonds and stocks are typically non-correlated assets, offsetting each other in Durig’s Income Aristocrats Portfolio to create a relatively neutral portfolio.

Multi asset strategies like Durig’s Income Aristocrats offer improved flexibility and downside protection as well as risk diversification compared to single asset strategies.

A recent article by Forbes examined the effectiveness of a multi asset strategy in our current economic landscape:

 “There’s no stopping the U.S.-China trade war..In terms of investments, what this means is increased volatility across two of today’s most mainstream asset classes – equities and fixed income.This is where a multi-asset strategy can come into play because it allows exposure to a broader range of assets and sectors.”

Additionally, the Income Aristocrats blend together three of Durig’s historically most successful portfolio strategies that work in tandem to create what is likely its most diversified portfolio yet, providing investors with greater exposure to some of the highest yielding investments in various asset types, industries and exchanges.

Through the use of multiple asset types, both the income streams and the portfolio itself become extremely diversified.

This high level of diversification in assets, income, and industries allow investors to participate in the trends of both equity and fixed income, with its non-correlated assets working in tandem to reduce historical volatility.

Summary

Durig’s Income Aristocrats Portfolio was designed to produce high (and growing) levels of income over time from various asset types that stretch across many industries, companies and exchanges.  The non-correlated assets in the portfolio help to provide an unparalleled level of diversification, and aid significantly in reducing portfolio volatility, allowing investors the opportunity to widen their investment exposure and participate in fixed income and equity trends, generating consistent and growing income over time, all while reducing downside risk.

For investors seeking an extremely diversified, multi asset, high performance portfolio designed to produce stability in income with growth over time, Durig believes its Income Aristocrats Portfolio is an excellent solution with professional management and dedicated support, all at a very low cost.

To learn more, call us at (971) 732-5119, or email us at info@durig.com.

Durig has several high yield portfolios available, click below to learn more.

Fixed Income 2 – FX2
Dividend Aristocrats
Income Aristocrats
Dogs of The Dow
Dogs of The S&P 500

TD Ameritrade Advisors

Durig is now offering its highly successful Fixed Income 2 (FX2) Portfolio, the Dividend Aristocrats 40 Portfolio, and the Income Aristocrats Portfolio to clients of other Registered Investment Advisors through segregated accounts at TD Ameritrade Institutional. Please ask us to learn how this might work for you and your current advisor.

Disclaimer: Past performance is no indication of future success. Any market data or performance shown is this publication is as of 9-26-19. * The Primary Benchmark used is S&P 500 TR Idx. The high yield strategies presented in this review by Durig Capital may not be suitable for all investors.  This is not investment advice from Durig Capital, nor a specific recommendation to buy or sell securities. If you have any questions or concerns about its suitability for your personal investment, you should seek specific investment advice from a registered professional before making an investment decision.

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Income Aristocrats

Durig Capital is proud to introduce its latest investment solution, The Income Aristocrats. Designed to provide investors with growth of principal and diversified income streams from fixed income, blue chip equity from the S&P 500, and blue chip dividend aristocrats, this strategy participates in both equity and bond markets, from various market exchanges. Potentially one of the most diversified portfolio strategies that Durig has created to date, the Income Aristocrats diversify across issuers, industries, asset types, and market exchanges,


http://incomearistocrats.com

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