Dividend Aristocrats: Income Growth Over Time + Historical Outperformance

In this review, Durig examines the ways in which holding a diverse portfolio of dividend paying, high quality blue chip stocks can help to provide investors some much needed stability.

Performance Highlights

(all performance is reported net of fee, as of 11-15-19)
  • Lifetime Return of 14.06%
  • Average Dividend Yield of 3.34%

Quality Investments That Deliver

As trade tensions between the US and China continue to plague financial markets, investors are looking for high quality investments that can still deliver.

Durig has found the solution; blue chip dividend stocks.

Dogs of the S&P 500 Outperform Peers Across the Board

Durig benchmarks the performance of its Dogs of the S&P 500 Portfolio and explores how holding a diverse portfolio of blue chip dividend stocks can benefit investors in today’s markets.

Performance Highlights

  • Year-to-Date Return of 32.02%
  • Trailing 1 Year Return of 26.07%
  • Annualized Lifetime Return of 14.29%
  • Alpha of 4.52 (vs Benchmark*)
  • Beta of 0.73 (vs Benchmark*)
  • Average Dividend Yield of 4.29%

Albertsons Bonds, Short Term, High Yield, Fixed Income Investment, Yielding 8% YTM

This week, Durig takes another look at the number two grocer in the United States. Albertsons has made a significant turnaround in the past few years after its purchase of Safeway stores in early 2015. With its most recent quarterly results, the company has now logged seven consecutive quarters of identical store sales growth. In addition, the company’s online grocery sales grew by 40% year-over-year, a massive win for this traditional brick and mortar retailer. (Other results from its Q2 results, see bullets above)

Income and Growth Strategies That Are Working in Today’s Market

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.

Dividend Aristocrats: Income Stability and Growth Over Time

A review and performance recap of Durig’s highly successful Dividend Aristocrats Portfolio that also compares the portfolio to another aristocratic dividend portfolio. The Dividend Aristocrats Portfolio was also designed with income stability in mind, maintaining investment focus on only higher quality blue chip companies known as “Aristocrats.”

(all performance reported net of fee, as of 10-18-19)

October Performance Highlights

  • Average Dividend Yield of 3.51%
  • Lifetime return of 9.44%
  • Excess Return of 3.27% (vs. benchmark)*
  • Alpha of 7.95 (vs. benchmark*)
  • Beta of 0.18 (vs. benchmark*)

Dogs of the S&P 500: Over 4.5% Income with Strong Historical Performance

A benchmark performance review of Durig’s unique Dogs of the S&P 500 Portfolio that examines the income benefit the portfolio can provide, also exploring some of the achievements the portfolio has had in lifetime performance.

October Performance Highlights

  • Average Current Dividend Yield of 4.68%
  • Year-to-Date Return of 20.38%
  • Trailing 1 Year Return of 17.63%
  • Annualized Lifetime Return of 10.41%
  • Alpha of 1.69 (vs Benchmark*)
  • Beta of 0.72 (vs Benchmark*)

Dividend Aristocrats – A Path to Growing Your Income

A monthly performance review of the Dividend Aristocrats, a diversified blue chip stock portfolio built around some of the highest yielding dividend payers listed on the S&P 500. We also examine the various benefits the strategy can offer investors in volatile markets.

 

(performance is net of fee, 9-17-19)


Performance Highlights

 

  • Annualized Return Since Inception of 8.03%

  • Average Current Yield of 3.52%

Dogs of the S&P 500: Dividend Yield of 4.66% with Strong Historical Growth

This week, Durig takes a closer look at the various benefits that its Dogs of the S&P 500 Portfolio may provide investors in light of today’s unpredictable financial markets. September Performance Highlights (See bullet points above).

A Multi-Benefit Income Strategy

Durig’s Dogs of the S&P 500 Portfolio has the dual benefit of growth and income from a variety of the highest yielding (with regard to dividends) blue chip companies listed on the S&P 500.  The portfolio is able to capture the highest quality blue chip dividends through its use of strategic weighting, achieving  an average dividend yield of 4.66%, with the growth component of this strategy helping to boost the total year-to-date portfolio return to 20.78%, and a trailing 1 year return of 13.77%, outpacing the S&P 500 itself in both year-to-date return and trailing 1 year return.  This multi benefit strategy allows investors to capture strong growth in principal, while still generating a healthy level of diversified income and realizing strong historical returns.

Dividend Aristocrats – Grow Income Over Time

The Dividend Aristocrats Portfolio, Durig Capital’s newest exciting investment solution is now open for investment.  This portfolio strategy targets the “cream of the crop” among a diversity of blue-chip companies listed on the S&P 500, seeking the companies with only the highest yields and have a stable history of increasing dividends.

Income Growth Over Time

Dogs of the S&P 500 – Less Blue Chip Volatility – More Peace of Mind

Over the last few months, the ongoing trade-war between the U.S. and China has escalated into something of a volatility generating machine, with some market indices jumping up or down hundreds of points in a single day as new tariffs are added, sentiments of certain key political figures are expressed, etc.  Causality aside, the markets are boiling and have many investors looking to find a way to beat the heat without having to leave the kitchen entirely. This week, Durig Capital explains how investors can do just that with its Dogs of the S&P 500 Portfolio.

99 Cents Only Stores Update – Restructuring News

This week, Durig Capital provides a brief update on 99 Cents Only Stores LLC, a deep discount retailer whose bonds we have reviewed in the past for our Fixed Income 2 (FX2) High Yield Managed Income Portfolio. 99 Cents Only Stores has recently been challenged by its outstanding debt obligations. Here are some of the highlights:

  • Deep discount retailer 99 Cents Only Stores recently completed an arrangement with creditors which would eliminate many of their short term debt obligations.

  • Debt to equity swaps are a common method  companies use to improve liquidity.

  • Under the newly agreed upon terms, 99 Cents Only Stores will issue common and preferred stock for some of its outstanding debt.

 Recent Financial Statements

The 2019 Internet Dictionary

Each generation has its own unique, and sometimes bizarre, lingo it uses. Today, youngsters are taking to the internet and generating new and strange words and phrases at a rapid rate. Let’s explore each term and its meaning in alphabetical order.

AF: standing for ‘as fu*k’, used for emphasis, as in “I am happy AF.”

Bruv: slang for ‘brother’, and often said between friends. “What’s up, bruv?”