Durig has developed taking the success of the Dogs of the Dow and then added a more modern and specialized approach, utilizing updated free trading, quarterly re balancing, and dynamic weightings, making the Dogs of the Dow much more effective, creating other “Dogs” portfolios for example now applying it to the S&P 500, call it the Dogs of the S&P 500.
How has the Dogs of the S&P 500 done since inception? It is still early but it appears the Dogs of the S&P 500 and the Dogs of the Dow are taking their turns in outprefromacing each other. One has a good year than the other, both had close to a Dow like market drop in the first Quarter of 2020.
The Dogs of the S&P 500 has done very well in performance over time, significantly outperformed fixed income funds with similar levels of income. The lifetime total returns very close to the Dow Jones Industrial Average, while provide a very high dividend income of 5.22%
Lets put how high over 5.2% yield into perspective:
The 10 year treasury current yield is .70%
The 5 year treasury Current yield is .88%
The Best 5 year CIT CD is 1.60%
Durig Dogs of the S&P is 5.22%
With Dogs of the S&P 500 you receive a much larger dividend income for taking S & P level companies stock risk and rewards, for a investment in a portfolio that has historically over time done very well, you receive 4 1/2 % more than the 10 year treasury. This is an incredibly high premium for S & P strong performing quality companies.
Dogs of the S&P 500 Lifetime Performance 4-3-2020
Annual Cost: 0.50% or 1/8 of a percent per quarter.
Average Dividend Yield of About: 5.22%
Minimum Investment: $25,000
Minimum Holding Period: None
According to Durig the market is basically trying to bottom possibly one of the best options for those needing and wanting more income is very high income S&P level income.
With the Federal Reserve bring down interest rates to where it is very hard for people to find a livable income stream in America, and with many industrialized countries around the globe, the interest rates are even negative. Making it even harder for those income investors looking at possibly making a strong total return while achieve a premium current income.
For those looking to step into the market now the Dogs of the S&P 500 deserves a real review. This could be be the perfect investment for income willing to take some risk for future growth.
Other Dog Portfolios:
We offer our successful Dogs of the S&P strategy 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.
Disclaimer: Past performance is no indication of future success. The high yield strategies presented in this review by Durig may not be suitable for all investors. This is not investment advice from Durigl, 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. Information on this website is provided for informational purposes only and is not offered as advice with respect to any particular security or related financial instrument. This information should not be used as a basis for making an investment decision and must not be treated as a substitute for seeking advice from a licensed professional. The suitability of a given investment for a particular investor depends on a number of factors, each of which should be considered carefully. Such factors include, but are not limited to, the risk associated with the investment, the nature of current market conditions, and the investor’s objectives, personal needs, and specific circumstances.