This review explores the performance of the Dogs of the Dow Portfolio, with nearly 4% in dividend income alone, and considers the many merits of blue chip dividend stocks such as those held in the portfolio.
Performance Highlights
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
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.
Durig benchmarks the performance of its Dogs of the S&P 500 Portfolio and explores how holding a diverse portfolio of blue chip dividend stocks can benefit investors in today’s markets.
Performance Highlights
Thе Sаudі Cаріtаl Mаrkеt Authоrіtу (CMA) said оn Sunday іt hаd аррrоvеd a request by thе Sаudі Arаbіаn Oіl Company (Arаmсо) to rеgіѕtеr аnd put part of its ѕhаrеѕ fоr рublіс ѕubѕсrірtіоn оn November 10 for lіѕtіng. Sаudі Arаmсо Chаіrmаn Yasir al-Rumayyan аnnоunсеd that thеrе аrе nо сurrеnt рlаnѕ tо рut thе ѕhаrеѕ of Sаudі оіl gіаnt on a global ѕtосk еxсhаngе after Aramco confirmed its іntеntіоn tо ѕеll shares іn thе lосаl mаrkеt only. Currеntlу, Tаdаwul is оnlу subscribed tо thе Saudi dоmеѕtіс mаrkеt.
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.
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.”
October Performance Highlights
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
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
Durig takes an in-depth look at it’s newest addition to its portfolio of investment solutions, the Income Aristocrats. An extremely diversified portfolio, the income aristocrats seamlessly blends the Fixed Income 2, Dogs of the S&P 500, and the Dogs of the Dow strategies into an income generating machine.
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%
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.
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
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
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.
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)
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).
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.
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.
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.
The global isooctane market is estimated to value at approximately $99 billion in 2019, and is expected to register a CAGR of 2.1%. The first five-year cumulative revenue (2019–2023) is projected to be over $517 billion, which is expected to increase considerably over the latter part of the five-year forecast period.
The global moringa products market is estimated to value over $6 billion in 2019, and is projected to register a CAGR of 12.9% in terms of revenue over the forecast period. The first five-year cumulative revenue (2019–2023) is projected to be over $41 billion, which is estimated to increase moderately over the latter part of the five-year forecast period.
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