Durig has developed the Candian Dividend Aristocrat Portfolio adding a more modern and specialized approach, quarterly rebalancing, utilizing updated free trading, and e document online service, making the Canadian Aristocrats simple, using more effective approaches, plus making investment not only easier but also low cost. With the success of our Durig Dividend Dogs and S&P 500 portfolio and Canadian Dividend Dogs we are also launching the Canadian Dividend Aristocrats portfolios.
Tag: Dogs of the DOW
Dogs of the S&P Strong Lifetime Performance in Rough Environmental & While Generating High 5.15% Dividend Income
With Covid 19 effecting all classes of investment we wanted to find a program that seem to be already working, For Durig one portfolio that seems to working very well is based on the success of of the Dogs of the Dow while paying an even higher dividend income is Dogs of the S&P.
They ave combined a proven selection process (taken for Dogs of the Dow and applied it to the S&P 500) that utilizes a updated technology approach of quarterly rebalance, and dynamic weightings, and free trading, making it more effective in today fast changing atmosphere.
Durig’s Dog of the Dow Outperformed in Up and Down Markets
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.
Dogs of the S&P Generating 5.22% Dividend Income
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.
Durig’s – Dogs of the Dow – Has a Whopping 4.8% Dividend Income
Durig has developed his own low cost dynamically weighted Dogs of the Dow.
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%
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 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)*
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
- 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.
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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.
Low Cost, Individualized, Income Portfolios – 2019
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
Income Aristocrats: Higher Income, Less Sleepless Nights
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.
Dogs of the Dow Do it Again
This review explores the performance of the Dogs of the Dow Portfolio, with nearly 4% in dividend income alone, and considers the many merits of blue chip dividend stocks such as those held in the portfolio.
Performance Highlights
- Year-to-Date Return of 13.03%
- Trailing 1 Year Return of 10.31%
- Annualized Return Since Inception of 14.03%
- Average Dividend Yield of 3.98%
- Alpha of 4.47 (vs. Benchmark*)
- Beta of 0.75 (vs. Benchmark*)
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
- 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%
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.”
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*)
Dogs of the Dow: Find Blue Chip Peace of Mind with Over 4% Income
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%
Income Aristocrats: High Income with Less Historical Volatility
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.
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.
Dogs of the Dow – High Dividends, Historical Outperformance
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
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.
Dogs of the Dow – Durig’s Continued Outperformance Over Time
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 – 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
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?
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
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
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
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.
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