After completing a very nice 2019 and 2018, the Dogs of the S&P seem to be more challenged in this year, 2020. Even with the positive effects of dynamic weighting, quarterly reballancing and no cost trading, it is still a tougher year than most. Compared to most income based investments that are yielding in the range of 5.5%, Dogs of the S&P have done comparably very well.
Realizing how competitive the returns have been and successful over time with the Dogs of the Dow and Dogs of the S&P 500, we launched their brother dog, the Dividend Dog of Canada and wow so far this puppy is barking good.
The performance is too good and too short to benchmark properly. The income is too high to feel completely comfortable yet; when you consider we’re still in a global pandemic this story is just too good to be true, but it is. In the first roughly two months since launch, this Canadian Dogs portfolio is up over 17% (where the Dow Jones ETF is up only 7.6%).
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 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.
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.
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.