Dogs of the DOW Archives

Dividend Aristocrats: Income Stability and Growth Over Time

October 23, 2019October 23, 2019 Dividend Aristocrats Leave a comment

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

October 17, 2019October 23, 2019 Dogs of the S&P 500 Leave a comment

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*)

Dogs of the Dow: Find Blue Chip Peace of Mind with Over 4% Income

Editor's Pick October 6, 2019October 23, 2019 Dogs of the Dow Leave a comment

A monthly performance review of Durig’s Dogs of the Dow Portfolio that explores several benefits that income producing investments such the Dogs of the Dow can help to provide.

Performance Highlights

Lifetime Return of 12.87% (annualized)
Year-to-Date Return of 8.30%
Alpha of 4.89 (vs benchmark)*
Beta of 0.77 (vs benchmark)*
Average Current Yield of 4.18%
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Income Aristocrats: High Income with Less Historical Volatility

Editor's Pick October 2, 2019October 23, 2019 Income Aristocrats Leave a comment

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 Dividend Aristocrats strategies into an income generating machine.

Dividend Aristocrats – A Path to Growing Your Income

September 20, 2019October 23, 2019 Durig's FX2 Leave a comment

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

Editor's Pick September 13, 2019October 23, 2019 Dogs of the S&P 500 Leave a comment

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.

Dogs of the Dow – High Dividends, Historical Outperformance

Editor's Pick September 9, 2019October 2, 2019 Dogs of the Dow Leave a comment

This week, Durig Capital recaps the recent performance of its own unique version of the Dogs of the Dow Strategy and benchmarks it to that of its closest peers. Also explored is the importance of portfolio correlation to the overall market, and how correlation can help to provide investors an idea of how a portfolio could theoretically perform under various market conditions.

Durig’s Dogs of the Dow – September Performance Highlights

Year-to-Date Return of 9.41%
Trailing 1 Year Return of 6.73%
Annualized Lifetime Return of 13.85%

Dividend Aristocrats – Grow Income Over Time

Editor's Pick August 24, 2019October 2, 2019 Dividend Aristocrats Leave a comment

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

Editor's Pick August 17, 2019October 23, 2019 Dogs of the S&P 500 Leave a comment

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.

Dogs of the Dow – Durig’s Continued Outperformance Over Time

Editor's Pick August 14, 2019August 23, 2019 Dogs of the Dow Leave a comment

Durig’s Dogs of the Dow – July Performance Highlights

12.41% Year-to-Date
12.87% Trailing 1 Year Return
15.98% Annualized Return Since Inception
Beta of 0.72 (vs. Benchmark*)

(Performance shown above is as of 7-31-19)

Dogs of the S&P 500: Income Diversification, Blue Chip Dividends, Less Historical Volatility Than the S&P 500

July 20, 2019September 11, 2019 Durig's FX2 Leave a comment

The New Dogs on the Block

Last week, Durig Capital reviewed it’s own unique version of the Dogs of the Dow Strategy. Over the years, the Dogs of the Dow Strategy has been adopted by many investors looking to beat the Dow Jones Industrial Average (DJI).

Dogs of the Dow: Does It Work, and Should It Have a Place in Your Portfolio?

Editor's Pick July 14, 2019August 23, 2019 Durig's FX2 Leave a comment

Last month, Durig Capital explored several variations of the classic Dogs of the Dow Investment Strategy. Later in the article, we examined the historical performance of these strategy variations, benchmarked against the performance of Durig’s own unique Dogs of the Dow Portfolio Strategy. The original strategy designed by Michael O’Higgins in the book “Beating the Dow” in 1991 was designed for just that; beating the Dow Jones Industrial Average (DJI).

Dogs of the Dow: Durig’s Past Performance Runs Ahead of the Pack

Editor's Pick June 7, 2019August 23, 2019 Dogs of the Dow Leave a comment

This week, Durig Capital explores a popular variation of the classic Dogs of the Dow investment strategy, introduced by Michael O Higgins in the early 1990’s. The strategy has been widely accepted by some for its simplicity and repeatability, yet denounced by others for the exact same. Durig Capital believes less complicated is better; fewer moving parts mean fewer potential points of failure, and has done well historically with it’s own unique version of this simple strategy, discussed later in the article.

New Dogs of the Dow Significantly Outperforms Major Indices

Editor's Pick May 24, 2019August 23, 2019 Dogs of the Dow Leave a comment

This week, Durig Capital reviews its own version of a time-proven investment strategy. The Dogs of the Dow investment strategy is a simple way for investors to design a portfolio around the “dogs” of the broader Dow Index, and rebalance it annually. Durig Capital’s Dogs of the Dow (DoD) portfolio has, since its inception in June 2017, resulted in a less volatile portfolio with excellent returns when compared the the broader Dow index.

An Introduction to Durig Capital’s Dogs of the Dow Portfolio Strategy

February 6, 2019October 23, 2019 Durig's FX2 Leave a comment

This week, Durig Capital reviews its own version on a time-proven investment strategy. The “Dogs of the Dow” investment strategy was introduced by Michael B. Higgins in the early 1990’s as a simple way for investors to design a portfolio around the “dogs” of the broader Dow index, and re-balance it annually. Durig Capital has created its own version on this investment strategy which has historically resulted in a less volatile portfolio and has produced excellent returns since its inception in June 2017.

Since its inception (June 6, 2017) Durig’s “Dogs of the DOW” Portfolio has generated a total return of 14.26% (as of January 22, 2019). Over the same time period, the greater Dow index generated a return of 11.37%. So, Durig’s “Dogs of the DOW” portfolio returned 25% more than the index.
Most notably, during the selloff in the fourth quarter of 2018, Durig’s portfolio was down -5.23% while the greater Dow index was down -11.30%. These figures are as of January 22, 2019.
Year-to-date in 2019, the Durig portfolio was up 1.56%, while the greater Dow index was up 4.71% (as of January 22, 2019). This statistic, along with the results from fourth quarter 2018 illustrate the portfolio’s reduced volatility.