Coronavirus Fears Present Phenomenal Opportunities for Savvy Income Investors

As fears of the continued global spread of the Coronavirus (COVID-19) continue to drive financial markets to new lows, savvy investors should take note of the excellent opportunities that this massive global sell-off is creating.

The World Health Organization on Coronaviruses:

“Coronaviruses (CoV) are a large family of viruses that cause illness ranging from the common cold to more severe diseases such as Middle East Respiratory Syndrome (MERS-CoV) and Severe Acute Respiratory Syndrome (SARS-CoV).

Coronaviruses are zoonotic, meaning they are transmitted between animals and people.  Common signs of infection include respiratory symptoms, fever, cough, shortness of breath and breathing difficulties. In more severe cases, infection can cause pneumonia, severe acute respiratory syndrome, kidney failure and even death. A novel coronavirus (nCoV) is a new strain that has not been previously identified in humans.”

Income Aristocrats: Higher Income, Less Sleepless Nights

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.

Dividend Aristocrats: Income Growth Over Time + Historical Outperformance

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

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*)

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%