IMPROVING YOUR BACK OFFICE (THROUGH FINANCIAL PROCESSES) CAN DRIVE SMB GROWTH 5 WAYS FINANCE TEAMS CAN HELP. ARE YOU PULLING AHEAD, BARELY KEEPING UP, OR FALLING BEHIND? SMBs CAN USE THE BACK OFFICE TO DRIVE BOTTOMLINE GROWTH.
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
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.
In a little over one year, Communal News has achieved remarkable growth in content, readership and distribution. The highlight of the year was Google News publishing our News, Market Research / Press Releases and Blogs. We also launched Freelance Global Gigs late in 2019 and we are seeing strong enterprise-wide growth as we work hard to increase our distribution to additional news and social media platforms for our news services.
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.
- 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.
- 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%
By 2023, the number of BPH procedures performed in the U.S. is expected to reach 215,584. Growing aging population, rising prevalence of BPH disorders, technological advancements in the BPH procedures and increasing awareness about the BPH disorders and treatments available are the major factors driving the adoption of BPH procedures in the U.S.
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.
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*)
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*)
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.
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)
Annualized Return Since Inception of 8.03%
Average Current Yield of 3.52%
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.
This week, Durig Capital look again at the parent company of a long-time, beloved family entertainment restaurant. Chuck E. Cheese, whose parent company is CEC Entertainment, has long been a beloved rite of passage for children’s birthday celebrations. CEC has spent the past few years updating the venue’s image, mainly in an effort to appeal to the parents as well as their kids. The new image seems to be working. With the release of its second quarter and year-to-date results, CEC has now logged five consecutive quarters of same-store growth. Other highlights from CEC’s latest results (see above).
To know how to grow old is the master work of wisdom, and one of the most difficult chapters in the great art of living. –Henri Frederic Ameil
We are all aging every day whether we go from 29 to 30 or 69 to 70. How we decide to deal with the aging process determines whether we will feel anger and despair or whether we will decide to accept those changes which will inevitably occur as we age.
The Challenges of Aging
Durig Capital is excited to introduce three new model portfolio strategies composed of a variety of ETFs, Mutual Funds, and Index Funds. Model portfolios have been growing in popularity in recent years, with many large investing platforms now offering an increasingly wide variety of model portfolios.