Dogs of the S&P 500: Over 4.5% Income with Strong Historical Performance

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*)

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%

Dogs of the S&P 500: Dividend Yield of 4.66% with Strong Historical Growth

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.

Dogs of the Dow – High Dividends, Historical Outperformance

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 – September Performance Highlights

  • Year-to-Date Return of 9.41%
  • Trailing 1 Year Return of 6.73%
  • Annualized Lifetime Return of 13.85%

Dividend Aristocrats – Grow Income Over Time

The Dividend Aristocrats Portfolio, Durig Capital’s newest exciting investment solution is now open for investment.  This portfolio strategy targets the “cream of the crop” among a diversity of blue-chip companies listed on the S&P 500, seeking the companies with only the highest yields and have a stable history of increasing dividends.

Income Growth Over Time

Dogs of the S&P 500 – Less Blue Chip Volatility – More Peace of Mind

Over the last few months, the ongoing trade-war between the U.S. and China has escalated into something of a volatility generating machine, with some market indices jumping up or down hundreds of points in a single day as new tariffs are added, sentiments of certain key political figures are expressed, etc.  Causality aside, the markets are boiling and have many investors looking to find a way to beat the heat without having to leave the kitchen entirely. This week, Durig Capital explains how investors can do just that with its Dogs of the S&P 500 Portfolio.

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).

Did Chairman Powell Just Change Course? Did Trump Influence Him?

Federal Reserve Chairman Jerome Powell said “The Fed will act as appropriate to sustain economic expansion.” Powell claimed “The outlook for the U.S. economy has become cloudier since early May, with rising uncertainties over trade and global growth causing the central bank to reassess its next move on interest rates.”

He also said “The crosscurrents have reemerged, with apparent progress on trade turning to greater uncertainty and with incoming data raising renewed concerns about the strength of the global economy.” To add to the disappointments, economic reports also show a big surprising drop in consumer confidence, plus added weakness in the housing market.

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.

Is the Economy Slowing? A Few Indicators Are Saying Yes.

  1. Interest Rates: The 10-year Treasury is hitting around 2.08%, down from 3.25% just three months ago.
  2. Oil is down around $53 per barrel. Down from about $65 in April.
  3. Industrial Production has hit multi-year lows.
  4. Gold and the dollar are moving up.

These four indicators have many forecasting both a tougher time ahead and a rotation into safe havens.  The central focus of concern is the trade wars with China and the new tariffs with Mexico.

US and China Feds Help Change the Market Outlook

2019 Stock Market Bulls vs Bears Predictions

Has the Market Bottomed? A Lot of Smart People Think So!

What is a “Neutral” Interest Rate? Powell and Trump Have Different Opinions

Is the Stock Market Going Up or Down? Lets Break Down Some Components.

Hidden Factors Driving these Markets: Natural Gas up 40% and Oil Down 20%

Are Markets Pricing in a Global Slowdown?

Is Fed Tightening Going to Cause a Recession? Many Experts Think Yes!

Nasdaq After 2 years of Growth Now in Correction Territory; Where Do We Go?

Stock Market: Buy with Both Arms or Bubble Ready to Bust?