September Archives - Communal News

Low Cost, Individualized, Income Portfolios – 2019

January 9, 2020January 16, 2020 Dividend Aristocrats Leave a comment

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: Income Growth Over Time + Historical Outperformance

Editor's Pick November 21, 2019January 16, 2020 Dividend Aristocrats Leave a comment

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.

Performance Highlights

(all performance is reported net of fee, as of 11-15-19)

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.

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

Editor's Pick October 27, 2019January 16, 2020 Dividend Aristocrats Leave a comment

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

October 23, 2019January 16, 2020 Dividend Aristocrats Leave a comment

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*)