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.
The Dogs of the S&P 500 has done very well in the current environment, if you can say being down only 14.74 % for this calendar is year is good. We believe this is extremely good in a very rough market. With the lifetime returns being a very high 6.16% even though the portfolio was started only in 2017. This appears to be doing a great job of driving high income while over time give very good principle growth in a very rough market.
In today’s market a 5.15% dividend income is very high, and significantly higher than many fixed income funds.
Lets put how high over 5.15% yield into perspective:
The 10 year treasury current yield is .59 %
The 5 year treasury Current yield is .37 %
The Best 5 year CIT CD is 1.70 %
Durig Dogs of the S&P is 5.15 %
Here is the performance compared to its peers:
Dogs of the S&P 500 Lifetime Performance 4-30-2020
Dogs of the S&P 500
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
With Dogs of the S&P you receive a much larger dividend income for taking S & P level companies stock risk and possible rewards, for a investment in a portfolio that has historically over time done very well, you receive currently about 8x more income than the 10 year treasury. This is an incredibly high premium for S & P strong performing quality companies one Durig has not seen in his 33 years of experience.
The Dogs of the S&P in Alpha, Beta and Historical returns out performed many of their comparable peers.
The income rates throughout the global are very low, and we believe once the market settles down people will be reaching for more income. As the higher income will become we believe much more desirable, and the Dogs of the S&P portfolio not only has a very high dividend income but own companies that have a history of raising it dividends and hopefully this will continue. We believe that just the attractive income could alone raise the Dogs of the S&P portfolio. At Durig we are slowly adding it to many of their portfolios.
For those looking to step into the market now the Dogs of the S&P deserves a real review. This could be be the perfect investment for income willing to take some risk for future growth.
Durig’s additional Low Cost options:
We offer our successful Durig’s Dog of the S&P investment strategy to other Charles Schwab Registered Investment Advisors through segregated accounts. Our price is the very low cost of only 50 basis points and the RIA can apply an additional fee that they believe is best situated for your clients and or your firm.
For clients of Charles Schwab advisors, please ask us how this might work for you and your current Financial Advisor.
Please review the right hand column for advisor programs available.
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.