- A Review of Three Unique Blue Chip Stock Portfolios
- High Dividends, More Income
- Strong Historical Performance
- Less Historical Volatility
In this special review, Durig benchmarks the performance of its three unique blue chip equity portfolios, the Dogs of the Dow, Dogs of the S&P 500, and the Dividend Aristocrats, all of which are designed to capture high quality blue chip dividends of some of the most reputable companies on wall street.
With interest rates continuing to fall and attractive yields becoming increasingly difficult to find, many investors are turning away from conventional fixed income investments such as US Treasuries.
Ben Kirby, a Money Manager at Thornburg Investment Management, explains how he weathers significant bouts of market volatility and downturns in an interview with CNBC:
To hedge against a possible recession in the next two years, Kirby is sticking to stocks that pay investors while they hide out.
“I like dividend-paying equities. To me they’re one of the most attractive asset classes today, because hands you win, and tails you don’t lose too much,” Kirby said. “If stocks keep going up, your dividend-paying stocks will participate in that and … if stocks decline and we do go into a recession, then your dividend-paying equities can be defensive.”
With the yield of the US 2 year Treasury continuing to plummet, now at only 1.59%, some investors are searching for different ways to generate income while earning a decent return.
Looking for income? Look no further.
Blue Chip Dividends
An excellent example of an investment that is designed to bridge this gap are the Durig’s three blue chip equity dividend portfolios, which hold the benefit of being blue chip, meaning they are very large companies with long, well established histories.
Income stocks like those contained in Durig’s Blue Chip Portfolios are one of the easiest ways for investors to generate passive income because investors are essentially paid for owning them, with all three of Durig’s portfolios collecting over 3% in dividend income, far better than most money market rates.
Blue chip companies are known for their stable and often increasing dividends paid to shareholders, and tend to place more emphasis on increasing value for their shareholders.
The relative stability of these companies creates a “blue chip peace of mind” for many investors, and is often represented in the consistency of their dividends, as well as strong leadership, healthy levels of growth, consistent and robust earnings, and their ability to execute on their business initiatives.
Benchmark Performance Review
This brings us to our performance review of Durig’s three, highly successful blue chip portfolio strategies, all of which were designed to capture higher quality (and higher yielding) dividends of some of the most distinguished blue chip companies on wall street.
Dogs of the S&P 500
- Year-to-Date Return of 24.24%
- Trailing 1 Year Return of 20.21%
- Annualized Lifetime Return of 11.78%
- Alpha of 3.10 (vs. Benchmark*)
- Beta of 0.72 (vs. Benchmark*)
- Excess Return of 0.40% (vs. Benchmark*)
- Average Dividend Yield of 4.49% (vs. Benchmark*)
Dogs of the DOW
- Year-to-Date Return of 11.08%
- Trailing 1 Year Return of 7.62%
- Annualized Lifetime Return of 13.76%
- Alpha of 5.35 (vs. Benchmark*)
- Beta of 0.76 (vs. Benchmark*)
- Excess Return of 3.30% (vs. Benchmark*)
- Average Dividend Yield of 4.02%
- Annualized Lifetime Return of 9.83%
- Alpha of 7.17 (vs. Benchmark*)
- Beta of 0.35 (vs. Benchmark*)
- Excess Return of 3.73% (vs. Benchmark*)
- Average Dividend Yield of 3.47%
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For investors seeking more stable incomes, strong historical performance, and peace of mind in volatile markets, Durig’s Dogs of the S&P 500, Dogs of the Dow, and Dividend Aristocrats portfolios of blue chip dividend stocks all appear to be excellent options with professional management, all at a very low cost.
For More Information
If you have any questions or would like further information on any of Durig’s Blue Chip Dividend Portfolios, please call Durig Capital at (971) 732-5119, or email us at firstname.lastname@example.org.
Durig Capital has several high yield portfolios available, click below to learn more.
TD Ameritrade Advisors
We have now started offering our highly successful Fixed Income 2 (FX2) Portfolio and our Dividend Aristocrats 40 Portfolio, and our 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 performance shown is this publication is as of 10-23-19. * The Primary Benchmark used for the Dogs of the S&P 500 is the S&P 500 TR Idx. * The Primary Benchmark used for the Dogs of the DOW is the SPDR® Dow Jones Industrial Average ETF. * The Primary Benchmark used for the Dividend Aristocrats is the 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.