We are excited to update the Dogs of the Dow performance. This is a uniquely concentrated high dividend portfolio that has just completed its first 3 years. It was designed to capture superior total return with high income (Currently at 4.24%) combined with strong principle growth. The performance over the last 3 years has been excellent, with the lifetime return at 11.02%.
To average well over 10% lifetime tough the COVID 19 market crash is just outstanding. During the pandemic bear market the portfolio had (the first quarter of 2020) a decline of -23.82%, which knowing how America was being completely shutdown, and compared to most benchmarks is a very respectable decline, with the portfolio down only -2.86% year to date.
For US investors looking for an above average income generator in good markets and solid principle protection through bad and pandemic markets, this might be the perfect candidate.
What is a “Dividend Dogs”?
The Dividend Dog Portfolios (Durig has a total of four to select from) identify higher dividend yielding companies, which is often caused by share price declines. Dow Dividend Dog selects the higher dividends out of the Dow Jones Industrial average. The core principle of this approach is that the US economy, with global and US business cycles (greatly increased due to the pandemic called COVID 19), has seen significant ups and downs to investments over time. This is simply called coming into or out of favor.
Simply selecting a high yielding investment when it is out of favor, and selling it when it’s in favor, just seems to be a very good way to make money to us. This portfolio’s primary focus is on high quality, high dividend paying, Dow stocks, which are some of the largest blue chip companies in the United States.
Many investors focus on higher income paying investments as they are approaching their retirement, or they have already retired. They often need the higher income to continue in the lifestyle that they are accustomed, especially if down the road they might even be looking into the possibility of senior care living.
At Durig this Dogs of the Dow long-term strategic approach has demonstrated outstanding performance, even during the very rough Covid 19 selloffs. To this Durig added dynamic weighting, quarterly rebalancing and no cost trading to boost the income stream even more. Due to the success of Dogs of the Dow and the similar Dogs of the S&P 500, Durig has launched two more additional Dogs portfolios: The Dividend Dogs of Europe and Dividend Dogs of Canada, built on many of the same sound investment principles, but with unique levels of diversification.
With the proven success, using a decade old investment strategy, plus today’s superior no cost, dynamic rebalancing and Durig E- documentation, Dividend Dogs investing has never been easier! At Durig we’re proud to provide low cost and easy to set up portfolios that give tax and personal advantages over most mutual funds and efts.
Dogs of the Dow performance vs it peers
Durig’s Dogs of the Dow also performed well in Alpha and Beta
Dogs of the Dow Costs
Annual Cost: 0.50% or 1/8 of a percent per quarter.
Average Dividend Yield of About: 4.5 %
Minimum Investment: $15,000
Minimum Holding Period: None
Growth Over Time
Many portfolios claim to provide growth or income, but not many portfolios qualify as blue chip high dividend, with a strong three year performance even through a global pandemic.
Not only do Durig’s Dogs of the Dow have a track record of income generation, they also offer benefits in the realm of significant global diversification and large American blue chip companies with the ability to plow through Covid 19-like issues with minimal long term problems.
The Dogs of the Dow is Durig’s first addition to its collection of income solutions, and with an average dividend yield of over 4.24%, and with quarterly rebalancing it has the ability to increase income while providing outstanding diversification of capabilities for US citizens. The portfolio also has the very rare potential to produce income, with blue chip sized companies, and principal appreciation over time
We believe those three characteristics, along with a superior track record thorough good and bad markets, sets Dogs of the Dow investments apart from their peers. Durig’s Dogs of the Dow is an excellent low-cost solution with professional management and a support team dedicated to helping you reach your income goals.
Durig’s Portfolios to select from:
For More Information
If you have any questions or would like further information about Dogs of the Dow please call Durig at (971) 327-8847, or email us at email@example.com.
We offer our successful investment strategies of Fixed Income 2 (FX2) Portfolio, Dividend Aristocrats, the Income Aristocrats Portfolio along with are many Dogs Portfolios to other Charles Schwab Registered Investment Advisors through segregated accounts.
Our price is the very low cost of only 1/2 a percent and the RIA can apply an additional fee that they believe is best situated for your clients and or your firm.