Tag: fixed income investment

Durig’s – Dogs of the Dow – Has a Whopping 4.8% Dividend Income

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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%

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Fixed Income 2: Finding Attractive Income Opportunities in a Yieldless World

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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 is reported net of fee, as of 2-20-20)

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)*
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Albertsons Bonds, Short Term, High Yield, Fixed Income Investment, Yielding 8% YTM

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This week, Durig takes another look at the number two grocer in the United States. Albertsons has made a significant turnaround in the past few years after its purchase of Safeway stores in early 2015. With its most recent quarterly results, the company has now logged seven consecutive quarters of identical store sales growth. In addition, the company’s online grocery sales grew by 40% year-over-year, a massive win for this traditional brick and mortar retailer. (Other results from its Q2 results, see bullets above)

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Chesapeake Energy Bonds, Short Term, High Yield, Fixed Income Investment, Yielding 9.5% YTM

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This week, Durig looks at an energy company that is making the transition from its historical focus on natural gas to be more focused on oil production. Chesapeake Energy (NYSE:CHK) has been making strides this year to transition towards a more oil focused production portfolio. Chesapeake has already increased oil in its production portfolio from 17% in 2018, to 24% as of the end of the second quarter.  The company estimates it will exit 2019 with oil representing 26% of its production. Oil is a higher margin product, so Chesapeake is already seeing the fruit of its decision (see bullet points above).

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