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.
We benchmarked the Durig’s Dogs of the Dow to the Dow Jones industrial Average ETF and S&P 500 dividends and over he last three year to see how it performed.
The best way to measure the market is performance is Alpha, Beta and Excess Returns compared to the Benchmarks.
Dogs of the Dow outperformed both the following excess returns and Alpha benchmarks as of 4-9-2020 after the hard decline from the global pandemic of Covid 19 that cause a massive market decline.
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.
Since Durig dynamically overweights the higher yielding companies, it’s Dogs of the Dowt delivers a significant higher yield than both the Dow Jones Industrial Average and Dogs of the Dow. Durig’s Dog of the Dow is current yielding a whopping 4.87% .
Lets put how high over 4.8% yield into perspective:
The 10 year treasury current yield is .70%
The 5 year treasury Current yield is .88%
The Best 5 year CIT CD is 1.60%
Durig Dogs of the Dow is 4.87%
As fears of the continued global spread of the Coronavirus (COVID-19) continue to drive financial markets to new lows, savvy investors should take note of the excellent opportunities that this massive global sell-off is creating.
The World Health Organization on Coronaviruses:
“Coronaviruses (CoV) are a large family of viruses that cause illness ranging from the common cold to more severe diseases such as Middle East Respiratory Syndrome (MERS-CoV) and Severe Acute Respiratory Syndrome (SARS-CoV).
Coronaviruses are zoonotic, meaning they are transmitted between animals and people. Common signs of infection include respiratory symptoms, fever, cough, shortness of breath and breathing difficulties. In more severe cases, infection can cause pneumonia, severe acute respiratory syndrome, kidney failure and even death. A novel coronavirus (nCoV) is a new strain that has not been previously identified in humans.”
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.
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.
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.
- 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.
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.
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.”
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*)
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.
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)
Annualized Return Since Inception of 8.03%
Average Current Yield of 3.52%
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