Public Enemy

The vilification and criminalization of African American persons has been persistent, to say the least. Racism in America has not disappeared— only taken a more “socially acceptable” form. With social acceptability comes denial; with denial comes ignorance; and with ignorance comes complicity and complacency. In light of the murders of Ahmaud Arbery, Breona Taylor, and George Floyd, it is important to realize these events are nothing new, isolated, nor mere coincidence that they were black.

Fixed Income 2: Finding Attractive Income Opportunities in a Yieldless World

A monthly performance review of Durig’s high yielding Fixed Income 2 (FX2) Managed Income Portfolio which also explores the many benefits that the portfolio can provide to investors.

(performance is reported net of fee, as of 2-20-20)

Performance Highlights

  • Over 6% in Cash Generation Alone
  • Year-to-Date Return of 6.20%
  • Trailing 1 Year Return of 7.72%
  • Trailing 3 Year Return of 9.03%
  • Trailing 5 Year Return of 9.13%
  • Annualized Return Since Inception of 8.72%
  • Average Bond Maturity of 4 Years
  • Alpha of 10.58 (vs. Benchmark)*
  • Beta of -1.22 (vs. Benchmark)*
  • Excess Return of 4.32% (vs. Benchmark)*

Diebold Nixdorf Bonds, Short Term, High Yield, Fixed Income Investment, Yielding 9.5% YTM

In this bond review, Durig takes a look at a company which serves banks and retailers alike around the globe. Diebold Nixdorf (NYSE:DBD) has a full service suite of back office services, including software and hardware solutions for both banking and retail industries. With the release of its fourth quarter results, it appears as if the company is making progress towards its goals. A few highlights include:

Dogs of the Dow: Blue Chip Dividends with 4% Income

This review looks at the performance of the Dogs of the Dow Portfolio which produces over 4% in dividend income alone, and also examines the benefits the portfolio can provide to income investors.

Performance Highlights

(all performance is reported net of fee, as of 2-10-20)
  • Annualized Return Since Inception of 12.32%
  • Average Dividend Yield of 4.03%
  • Alpha of 1.89 (vs. Benchmark*)
  • Beta of 0.77 (vs. Benchmark*)

Designed for the Long Term

The Dogs of the Dow Portfolio was designed to produce high levels of dividend income over time with less volatility than the stock market.  With an average dividend yield of over 4% alone and a lifetime return of over 12%, the Dogs of the Dow’s effectiveness over the years lies in both its repeatability and scalability.

Though the stocks in Durig’s Dogs of the Dow Portfolio more than likely will change from year to year, the underlying screens used to select them remain the same.

Durig searches for and selects a group of of the highest yielding dividend stocks from the Dow Jones Industrial Average (DJIA) which have fallen out of favor (aka the “dogs”) and holds them for one year. Over time, these “dogs” tend to have “more room to run” with respect to their share price.

Time in the market nearly always beats timing the market.

Durig’s Dogs of the Dow is a simple, yet effective strategy that was specifically designed to earn you more income by capturing the dividends of some of the highest yielding blue chip stocks of the Dow Jones. Over time, reinvested dividends can help to boost total return and potentially grow the dividend income the portfolio produces.

Why Blue Chip Dividend Stocks?

Historically, blue chip dividend stocks have shown themselves to be resilient under downward market pressure, and are thought to offer relative stability in hectic markets as compared to non-dividend paying stocks. Additionally, companies that pay dividends tend to have much stronger fundamentals, such as stable earnings and growth, effective management and stronger financials.

The dividends paid by blue chips can also help to diversify income streams, and because dividends (and earnings) tend to grow over time they typically outpace inflation, preserving the value of your hard earned dollars.  These dividends can also help to lessen historical volatility, explained in a recent article:

“During the overall market downturn in 2002, when non dividend-paying stocks fell by an average of 30%, while dividend-paying stocks only declined on average by 10%. Even during the severe 2008 financial crisis that precipitated a sharp fall in stock prices, dividend stocks held up noticeably better than non dividend stocks.”

Less historical volatility equates to a smoother and more comfortable ride for investors.

Durig’s Dogs of the Dow Portfolio can be extremely efficient in a tax advantaged account (such as an IRA) since neither capital gains nor dividends are taxed, allowing your investment to grow tax-free.

Avoid the Crowd

The majority of blue chip investors find themselves in an overly crowded mutual fund structure.  While it may seem nice to share gains and losses but in actuality pooled investments are far more muddled, and typically more costly due to high administrative costs, hidden fees, and can create unwanted tax inefficiencies.

Avoid the crowd with a low cost, individually managed Dogs of the Dow account that offers a much cleaner investment environment.

Start building a better retirement today with the Dogs of the Dow.

Sign Up Below to Receive Updates on the Dogs of the Dow, and Many Other Related Investments!

Summary

The Dogs of the Dow Portfolio has continued to generate strong levels of dividend income over time with less historical volatility, and with over over 4% in dividend income, investors can sleep easier at night.

For those that wish for more income and less volatility with the potential to grow income over time, Durig’s Dogs of the Dow Portfolio is an excellent, low cost solution with professional management and support dedicated to helping you achieve your income goals.

Learn More

If you have any questions or would like further information Durig’s Dogs of the Dow Portfolio Strategy, 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.

Fixed Income 2 – FX2
Dividend Aristocrats
Income Aristocrats
Dogs of The Dow
Dogs of The S&P 500
Dogs of Europe
European Dividend Aristocrats

Risk 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 with 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.

Disclosure:  The primary benchmark* used was SPDR® Dow Jones Industrial Avrg ETF Tr.

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The European Dividend Aristocrats: A Global Income Solution

Announcing Durig’s latest addition to its portfolio of income solutions, the European Dividend Aristocrats Portfolio. This one of a kind portfolio targets 20 high yielding blue-chip stocks* (the actual securities held in the portfolio are American Depository Receipts and trade just like stocks) listed on various European exchanges for investment and was designed to produce high levels of dividend income and even the potential for growth of income over time. The idea is to invest only in the stocks of companies with a current high dividend and a long history of continuous annual dividend increases. Focusing investment on companies that increase their dividends annually should position the portfolio to consistently capture to the “cream of the crop” of higher dividend companies of a variety of  European exchanges.

Dogs of Europe: A One of a Kind Income Solution

We are thrilled to introduce the latest addition to Durig’s portfolio of investment solutions, the Dogs of Europe.  Designed to capture the high quality dividends of European Blue Chips with the potential to grow income over time, this new portfolio strategy allows investors to participate in European equity trends with the help and support of a registered investment advisor in the United States.

DHX Media / Wildbrain Bonds, Short Term, High Yield, Fixed Income Investment, Yielding Over 9.5% YTM

This week, Durig’s weekly bond review takes another look at a Canadian company that focuses on children’s content and brands. You may not have heard of WildBrain (formerly DHX Media), but you may know some of its beloved characters, which includes the Peanuts gang, Teletubbies, Inspector Gadget and the Degrassi franchise. WildBrain released its first quarter results for fiscal year 2020 (three months ending September 30, 2019). The company’s wildly successful YouTube Channel, WildBrain Spark, has continued its outstanding growth from the past few quarters. Along with the great news on WildBrain Spark, there were other wins in the quarter as well (see bullets above).

A Global Investor’s Alternative

Relationships Founded in Trust for Global Investors

A Registered Financial Advisor such as Durig is a fiduciary and have the duty to always act in the best interests of their clients.  Because of this duty, the incentive / fee structure is built into the relationship to ensure that advisors compensation is tied directly to the clients’ success.

The nature of the relationship between a client and a registered investment advisor is a bit different than other financial professionals, especially around the globe.

Trump’s 2020 Campaign Update: The $30 Million Man

Trump has proved to be one of the most effective campaigners the country has seen in a while. Trump’s aggressive and slightly unorthodox campaign strategy netted him the election in 2016, and as candidates begin collecting donations and holding rallies for their 2020 run against him, Trump’s proving he is as effective as ever.

The Trump campaign has raised more money than any other candidate (over $30 million), dominated the news cycle, and energized hundreds of thousands of voters at rallies.