Income and Growth Strategies That Are Working in Today’s Market

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.

Dividend Aristocrats: Income Stability and Growth Over Time

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.”

(all performance reported net of fee, as of 10-18-19)

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*)

Dogs of the Dow: Find Blue Chip Peace of Mind with Over 4% Income

A monthly performance review of Durig’s Dogs of the Dow Portfolio that explores several benefits that income producing investments such the Dogs of the Dow can help to provide.

Performance Highlights

  • Lifetime Return of 12.87% (annualized)
  • Year-to-Date Return of 8.30%
  • Alpha of 4.89 (vs benchmark)*
  • Beta of 0.77 (vs benchmark)*
  • Average Current Yield of 4.18%

Dividend Aristocrats – A Path to Growing Your Income

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)


Performance Highlights

 

  • Annualized Return Since Inception of 8.03%

  • Average Current Yield of 3.52%

Want More Income? Find It in Short Term Bond Portfolio

Do you want more income? If your answer is yes, we have excellent news for you! Durig’s FX2 Portfolio has a lifetime track record of historical outperformance of its peer benchmarks while generating extremely high levels of fully customizable income options, something that no mutual fund can offer, all within your own separately managed account.

(Above: FX2 Benchmark Performance, 8-27-19)

Finally, a Bond Strategy that Outperforms the S&P 500 with Half the Volatility of Equity

Durig Capital’s FX2: Bond Investing with Equity-like Returns

 

Stocks versus bonds – which is the better investment? This is a highly individual question and depends on the goals of the investor. For most investors, getting the best return with the least amount of risk is a goal worth striving for. But what is the best way to do this? While stocks have generally outperformed bonds, there are exceptions to the rule. Consider Durig Capital’s FX2 Managed Income Portfolio.

 

  • This portfolio’s 3-year trailing return has handily beat the S&P 500 index.

  • Not only has its returns exceeded that of the S&P 500 index, it has done so with roughly half the risk (volatility).

  • Morningstar claimed that FX2 was the top performing Fixed Income SMA among its peer group in the last significant interest rate spike of 2016.

  • Additionally, Morningstar has ranked Durig Captial’s FX2 portfolio as the top performing Fixed Income SMA for Trailing 1-year, 3-year, and 5-year returns, as well as for Q1 and Q2 of 2018,  amongst a peer group of over 800 SMA’s.

  • Informa ranked FX2 1st in performance in 1,2,3 and 5 year return categories, as well as since inception, as compared to its peers in Short-Term Fixed Income.

Informa Ranked Durig’s FX2 Portfolio 1st for Performance in Short Term Fixed Income

Durig’s FX2 Portfolio – Third Quarter Rankings from Informa

 

 

 

Informa Investment Solutions Bench Ranked 1st in Performance Durig Capital’s Fixed Income 2 (FX2) Portfolio against its peer group of short term fixed income in it’s PSN database.

 

Here is how Durig’s FX2 Portfolio was Ranked Third Quarter of 2018:

 

Durig Capital Rank

Time Period

Number of Competitors

1st

1 Year

126

1st

2 Years

125

1st

3 Years

124

1st

5 Years

120

1st

Since Inception

110