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)

99 Cents Only Stores Update – Restructuring News

This week, Durig Capital provides a brief update on 99 Cents Only Stores LLC, a deep discount retailer whose bonds we have reviewed in the past for our Fixed Income 2 (FX2) High Yield Managed Income Portfolio. 99 Cents Only Stores has recently been challenged by its outstanding debt obligations. Here are some of the highlights:

  • Deep discount retailer 99 Cents Only Stores recently completed an arrangement with creditors which would eliminate many of their short term debt obligations.

  • Debt to equity swaps are a common method  companies use to improve liquidity.

  • Under the newly agreed upon terms, 99 Cents Only Stores will issue common and preferred stock for some of its outstanding debt.

 Recent Financial Statements

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.