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 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.