Since we added the Canadian Dividend Aristocrat Portfolio, it has gained over 23% over it’s first two and half months. The yield is just a tad under 7% at 6.95%. With our no cost quarterly rebalancing, we just added two high yielding banks (CIBC, TD Bank) and removed two other banks (Bank of Montreal and Nova Scotia Banks). You can see that TD or Toronto Dominion Bank not only has a high yield but outperformed the Bank of Montreal (BMO) over a five year period. Both banks have excellent quality in a diversified portfolio.
Durig has developed the S & P Dividend Aristocratic Portfolio adding a more modern and specialized approach, utilizing updated free trading, quarterly re balancing, and e document online service,.making it both simple and more effective way to own both high and growing dividend of the S&P 500. With the success of our Durig Dogs and S&P 500 portfolio we are also launching the Canadian Dividend Aristocrats and Europe Divided Aristocrats portfolios.
Durig has developed taking the success of the Dogs of the Dow and then added a more modern and specialized approach, utilizing updated free trading, quarterly re balancing, and dynamic weightings, making the Dogs of the Dow much more effective, creating other “Dogs” portfolios for example now applying it to the S&P 500, call it the Dogs of the S&P 500.
How has the Dogs of the S&P 500 done since inception? It is still early but it appears the Dogs of the S&P 500 and the Dogs of the Dow are taking their turns in outprefromacing each other. One has a good year than the other, both had close to a Dow like market drop in the first Quarter of 2020.
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
- Dividend Aristocrats – High Dividends & Growth Over Time
- Income Aristocrats – Multi-Asset Income Portfolio
- Dogs of the Dow – High Blue Chip Dividends
- Dogs of the S&P 500 – Blue Chip Dividends
Fixed Income 2 (FX2) Managed Income Portfolio
Following the success of it’s Dogs of the Dow and Dogs of the S&P 500 Portfolios, we now take an in-depth look at the latest addition to our portfolio of investment solutions, the Income Aristocrats Portfolio. A remarkably well diversified portfolio, the income aristocrats effortlessly blends three different portfolio strategies (Fixed Income 2, Dogs of the S&P 500, and the Dividend Aristocrats) into an excellent vehicle for generating cash flow.
Durig takes an in-depth look at it’s newest addition to its portfolio of investment solutions, the Income Aristocrats. An extremely diversified portfolio, the income aristocrats seamlessly blends the Fixed Income 2, Dogs of the S&P 500, and the Dogs of the Dow strategies into an income generating machine.