Low Cost, Individualized, Income Portfolios – 2019

  • A year-end performance review of Durig’s Portfolio Solutions.
  • For those that remain focused on increasing income over time, Durig’s low cost collection of managed portfolio solutions appear to be a superb choice, with professional management and dedicated support.
  • Durig’s Dogs of the Dow Portfolio allows investors to participate in some of the higher yielding dividend stocks of the Dow Jones Industrial Average (DJIA) with ease and captures high levels of blue chip dividend income. 

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

The Fixed Income 2 (FX2) Managed Income Portfolio was designed to generate high levels of income through a large diversity of high yield corporate bonds.  With over 5.75% in cash generation coming from bond coupon interest alone, the portfolio makes an excellent addition to those seeking to increase their incomes at any stage of life, all in a low cost structure with personalized service, not to mention its strong historical performance.

What could you do with over 5.75% more income?

(performance is reported net of fee, as of 12-31-19)

Performance Highlights

  • Over 5.75% in Cash Generation Alone
  • Year-to-Date Return of 10.72%
  • Trailing 3 Year Return of 8.87%
  • Trailing 5 Year Return of 8.09%
  • Annualized Return Since Inception of 8.04%
  • Alpha of 10.25 (vs. Benchmark)*
  • Beta of -1.31 (vs. Benchmark)*

Even a slight boost in income could go a long way towards being able to afford that new car you’ve had your eye on, or perhaps taking that dream vacation you’ve been wishing for.

Additionally, the short average maturities (less than 3 years) of the bonds held in the portfolio help mitigate the less favorable impacts of interest rate changes.

Dividend Aristocrats – High Dividends, Blup Chip Piece of Mind

Durig’s Dividend Aristocrats Portfolio targets only the higher quality dividends of blue-chip companies with a long history (at least 25 years) of continuous dividend growth.  Through this process, Durig believes it has constructed a portfolio that should increase income stability and produce growth of income over time as the dividends of the blue chips held are raised and reinvested each year.

(performance is reported net of fee, as of 12-31-19)

Performance Highlights

  • Annualized Return Since Inception of 11.37%
  • Average Dividend Yield of 2.56%

In a world where stability is a rare commodity, Durig appears to have found the solution in it’s Dividend Aristocrats Portfolio, providing relative stability in income via diversified blue-chip dividend stocks, with significant growth potential over time.  With individualized service and professional management, Durig’s Dividend Aristocrats Portfolio makes investing in high quality dividend stocks a breeze; find out what the Dividend Aristocrats can do for you today!

Income Aristocrats – Multi-Asset, High Income Portfolio

Durig’s Income Aristocrats Portfolio was specifically designed to produce high (and growing) levels of cash flow over time from two asset types, stretching across many industries, companies and exchanges.  The non-correlated assets help to create an unrivaled level of diversification, and goes a long way towards reducing portfolio volatility and downside risk.

Lower volatility enables investors to broaden their investment exposure and engage in both fixed income and equity trends to generate stable, and potentially growing income streams over time.

(performance is reported net of fee, as of 12-31-19)

Performance Highlights

  • Annualized Return Since Inception of 0.65%
  • Over 4.5% in Cash Generation Alone

Durig believes that for those wishing to increase income with the potential for income growth over time, the Income Aristocrats Portfolio is an obvious solution, all within a low cost  individualized account structure. With professional management and dedicated support, this is one comprehensive portfolio solution that should help one to sleep peacefully at night.

Dogs of the Dow – High Blue Chip Dividends

This portfolio is a unique take on the classic “Dogs of the Dow” strategy, The Dogs of the Dow Portfolio has continued its strong historical performance, outpacing its peers in lifetime return, and has done so with less volatility.

The Dogs of the Dow produce nearly 4% in dividend income, which should help provide more peace of mind.

(performance is reported net of fee, as of 12-31-19)

Performance Highlights

  • Year-to-date Return of 15.08%
  • Annualized Return Since Inception of 14.25%
  • Average Dividend Yield of 3.90%
  • Alpha of 4.53 (vs. Benchmark)*
  • Beta of 0.75 (vs. Benchmark)*

Durig’s Dogs of the Dow Portfolio allows investors to participate in some of the higher yielding dividend stocks of the Dow Jones Industrial Average (DJIA) with ease and captures high levels of blue chip dividend income.  With nearly 4% in cash generation alone, the Dogs of the Dow positions investors to capture the upside trends and dividends of some of the top blue chips on the DJIA, and does so with less historical volatility than the Dow itself, returning hard earned cash back in your pocket where it belongs.

Dogs of the S&P 500 – Attractive Blue Chip Dividends

The financial markets of today can be arduous to maneuver even for the seasoned investor, and with US Treasury yields continuing their slump, many are looking elsewhere to capture attractive yields. In contrast, Durig’s Dogs of the S&P 500 was designed to diversify and grow income while capturing higher yielding blue chip dividends for an average dividend yield of over 4%.

Who wouldn’t want to earn 4% more income?

(performance is reported net of fee, as of 12-31-19)

Performance Highlights

  • Year-to-date Return of 32.94%
  • Annualized Return Since Inception of 13.83%
  • Average Dividend Yield of 4.21%
  • Alpha of 3.23 (vs. Benchmark)*
  • Beta of 0.73 (vs. Benchmark)*

With such high cash generation, and its continued ability to outperform its closest peers over time with less volatility than the stock market as a whole, Durig’s Dogs of the S&P 500 Portfolio should be an obvious solution to investors longing for the attractive yields they were once accustomed to.

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Your Best Interests at Heart

Registered Financial Advisors such as Durig are fiduciaries and have a duty to always act in the best interests of their clients.  Because of this duty, the incentive structure is built in to the relationship to accomplish just that, with the advisors’ incentive tied to the client’s success.  When the investor makes more, the advisor makes more – plain and simple.

Relationships where the interests of both parties are aligned help to reduce or eliminate conflicts of interests.

Summary

The year 2019 brought about many changes, and for Durig, included the introduction of several new portfolio strategies aimed at offering a more comprehensive approach to it’s income-oriented portfolio solutions, which remained resilient in the midst of the market volatility, declining interest rates, and economic pressures of last year.

For those that remain focused on increasing income over time, Durig’s low cost collection of managed portfolio solutions appear to be a superb choice, with professional management and dedicated support.

More Information

If you have any questions or would like additional information Durig’s Portfolio Solutions, please call Durig at (971) 327-8847, or email us at info@durig.com.

Durig Capital has several high yield portfolios available, click below to learn more.

TD Ameritrade Advisors

We have now started offering our successful, long term, low cost Fixed Income 2 (FX2) Portfolio, 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.

About Durig

Durig Capital provides investors with a specialized, transparent fiduciary service at a very low cost. Most of our client accounts are custodied in their own name at TD Ameritrade Institutional, a large discount service provider that is SPIC insured, or at Interactive Brokers.

Disclaimer: Any content on this review should not be relied upon as advice or construed as providing recommendations of any kind. It is your responsibility to confirm and decide which trades investments to make. Invest with only risk capital; that is, with money that, if lost, will not adversely impact your lifestyle and your ability to meet your financial obligations. Past results are no indication of future performance. In no event should the content of this correspondence be construed as an express or implied promise or guarantee.

Durig Capital is not responsible for any losses incurred as a result of this article Information provided in this correspondence is intended solely for informational purposes and is obtained from sources believed to be reliable. Information is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted. Performance is reported net of fee, as of 12-31-19. Primary benchmarks used are as follows: BBG Barc US Agg Bond Idx TR, S&P 500 Idx TR USD, SPDR® Dow Jones Industrial Avrg ETF Tr.

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Dividend Aristocrats

The stated goal for this strategy is to introduce investors to the high quality dividends of blue-chip equity, all contained within a well diversified, individualized, and very low cost portfolio, with lower volatility. Over time, this strategy is designed to produce both growth of principal while also gradually growing tax advantaged dividend income.
http://aristocrats1.com

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