If there is one thing that this year has taught us, it is that there is no way to foresee the future. You never know when a global or personal emergency will arise, messing up all your plans and putting your or your family’s future at risk. Since everyone’s number one priority is the health and safety of their loved ones, it is of the utmost importance, to be as prepared as possible for unfortunate events. This way, you will be able to rest assured that even when the worst thing happens, your family is taken care of. Here are a few essential steps you should take in order to protect your family and your future.
On unique advantage to Durig’s Dogs of the Dow is our quarterly rebalance, but even more important is the Dow Jones Industrial Average is going to remove both Exxon Mobil and Pfizer from the Dow. We also have already removed those two companies from our Dogs portfolio. Even though we are still down year-to-date, our three year and lifetime numbers are pretty good at 6.83 for 3 years and lifetime of 7.03. These numbers, even though in a little disappointing, still greatly outperform the static Elements Dogs of the Dow.
The emergence of asset management software services has drastically transformed the way businesses managed their assets. Today, these versatile and powerful software suites are in high demand due to all the benefits it offers organizations. Organizations that have implemented asset maintenance systems in their workflow report increased savings and a major boost in revenue. Should your business also implement a software that helps you seamlessly manage all your assets? Read on and decide yourself.
With Covid 19 effecting all classes of investment we wanted to find a program that seem to be already working, For Durig one portfolio that seems to working very well is based on the success of of the Dogs of the Dow while paying an even higher dividend income is Dogs of the S&P.
They ave combined a proven selection process (taken for Dogs of the Dow and applied it to the S&P 500) that utilizes a updated technology approach of quarterly rebalance, and dynamic weightings, and free trading, making it more effective in today fast changing atmosphere.
A monthly performance review of Durig’s high yielding Fixed Income 2 (FX2) Managed Income Portfolio which also explores the many benefits that the portfolio can provide to investors.
- Over 6% in Cash Generation Alone
- Year-to-Date Return of 6.20%
- Trailing 1 Year Return of 7.72%
- Trailing 3 Year Return of 9.03%
- Trailing 5 Year Return of 9.13%
- Annualized Return Since Inception of 8.72%
- Average Bond Maturity of 4 Years
- Alpha of 10.58 (vs. Benchmark)*
- Beta of -1.22 (vs. Benchmark)*
- Excess Return of 4.32% (vs. Benchmark)*
Filing a tax return electronically reduces errors because the tax software does the math, flags common errors and prompts taxpayers for missing information. Using a reputable tax preparer – including certified public accountants, enrolled agents or other knowledgeable tax professionals – can also help avoid errors. Mistakes can result in a processing delay, which can mean it takes more time to get a refund.
This week, Durig reviews one of the largest publicly traded hospital companies in the United States. Community Health Systems (NYSE:CYH) has spent the past few years paring down its portfolio of hospitals with an eye to retain those locations that are most profitable. The results of these divestitures are starting to be seen and the company has now put up two consecutive quarters of positive growth. In its most recent quarter results, one can see that same-store metrics tell a compelling story, especially in the competitive healthcare sector (see bullets above).
A year-end performance review of Durig’s Portfolio Solutions, designed to help you earn income, covering some of the key benefits that each can provide. The following portfolios will be reviewed in this article:
- Fixed Income 2 (FX2) Managed Income Portfolio
- Dividend Aristocrats – High Dividends & Growth Over Time
- Income Aristocrats – Multi-Asset Income Portfolio
- Dogs of the Dow – High Blue Chip Dividends
- Dogs of the S&P 500 – Blue Chip Dividends
Fixed Income 2 (FX2) Managed Income Portfolio
Following the success of it’s Dogs of the Dow and Dogs of the S&P 500 Portfolios, we now take an in-depth look at the latest addition to our portfolio of investment solutions, the Income Aristocrats Portfolio. A remarkably well diversified portfolio, the income aristocrats effortlessly blends three different portfolio strategies (Fixed Income 2, Dogs of the S&P 500, and the Dividend Aristocrats) into an excellent vehicle for generating cash flow.
Many employers today offer retirement plans to their employees, very commonly set up as a 401k plan. These retirement plans can be an excellent way for investors to build their retirement with help from their employer, but there are many pitfalls to be had if the plan administrator does not understand what to watch out for.
What is a Fiduciary?
Registered Financial Advisors are fiduciaries, and are held to a much higher and completely different standard of care for their clients than other types of financial professionals. A fiduciary must always act in their clients best interests.