Reddit Group – Short Squeeze Army, Organizes Bull Traders to Get In And Vote

After only 12 days on Reddit, the stock traders group, the /r/ShortSqueeze_ Army has accumulated 3 thousand members and counting. The groups’ mission as stated within their page is simple enough, “Organizing retail traders to move together to achieve success”. These types of organized trading groups may be the new normal in 2021.

Retail Investors Haven’t Surrendered – Are Wallstreetbets and ShortSqueeze Army Here to Stay?

Over the last few weeks, retail traders have made quite an uproar in the stock market. As the GameStop and r/wallstreetbets headlines dominated the news outlets, there’s been smaller retail trading groups quietly organizing behind the scenes.

That’s correct, even more of the retail traders are grouped and a few of the groups are already underway. With the latest GameStop and AMC event not turning out so well for many retail trader’s, one might ask, Why?

New Retail Trader Groups are Being Organized in Reddit

There are more than wallstreetbets coming in 2021 in regards to Retail Investors banning together to work as one unit while trading in the stock market. We are seeing groups being formed as recently as today, such as ShortSqueezeArmy and a considerable number of discord servers that are now being created for the purpose as well. Here’s a short list of discord servers specific to the tag “Day Trading”.

Hedge Fund Boss Steve Cohen Quits Twitter

Billionaire Steve Cohen has quit Twitter because of a possible game-changing threat to GameStop’s existence. “I’ve really enjoyed the back and forth with Mets fans on Twitter which was unfortunately overtaken this week by misinformation unrelated to the Mets that led to our family getting personal threats,” he said in a statement. “So I’m going to take a break for now.”

Sundial Growers – Their Impressive 2020 Performance Rolls Over Into A Promising 2021

2020 was a challenging year for Sundial Growers, as it was for most companies. They entered 2020 with C$220 million of debt and concerns of how Covid-19 might impact their business. However, unlike many companies, Sundial Growers came out of 2020 financially stronger and with increased optimism regarding building shareholder value in 2021.

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.”

Fixed Income 2: Finding Attractive Income Opportunities in a Yieldless World

A monthly performance review of Durig’s high yielding Fixed Income 2 (FX2) Managed Income Portfolio which also explores the many benefits that the portfolio can provide to investors.

(performance is reported net of fee, as of 2-20-20)

Performance Highlights

  • Over 6% in Cash Generation Alone
  • Year-to-Date Return of 6.20%
  • Trailing 1 Year Return of 7.72%
  • Trailing 3 Year Return of 9.03%
  • Trailing 5 Year Return of 9.13%
  • Annualized Return Since Inception of 8.72%
  • Average Bond Maturity of 4 Years
  • Alpha of 10.58 (vs. Benchmark)*
  • Beta of -1.22 (vs. Benchmark)*
  • Excess Return of 4.32% (vs. Benchmark)*

Dogs of the Dow: Blue Chip Dividends with 4% Income

This review looks at the performance of the Dogs of the Dow Portfolio which produces over 4% in dividend income alone, and also examines the benefits the portfolio can provide to income investors.

Performance Highlights

(all performance is reported net of fee, as of 2-10-20)
  • Annualized Return Since Inception of 12.32%
  • Average Dividend Yield of 4.03%
  • Alpha of 1.89 (vs. Benchmark*)
  • Beta of 0.77 (vs. Benchmark*)

Designed for the Long Term

The Dogs of the Dow Portfolio was designed to produce high levels of dividend income over time with less volatility than the stock market.  With an average dividend yield of over 4% alone and a lifetime return of over 12%, the Dogs of the Dow’s effectiveness over the years lies in both its repeatability and scalability.

Though the stocks in Durig’s Dogs of the Dow Portfolio more than likely will change from year to year, the underlying screens used to select them remain the same.

Durig searches for and selects a group of of the highest yielding dividend stocks from the Dow Jones Industrial Average (DJIA) which have fallen out of favor (aka the “dogs”) and holds them for one year. Over time, these “dogs” tend to have “more room to run” with respect to their share price.

Time in the market nearly always beats timing the market.

Durig’s Dogs of the Dow is a simple, yet effective strategy that was specifically designed to earn you more income by capturing the dividends of some of the highest yielding blue chip stocks of the Dow Jones. Over time, reinvested dividends can help to boost total return and potentially grow the dividend income the portfolio produces.

Why Blue Chip Dividend Stocks?

Historically, blue chip dividend stocks have shown themselves to be resilient under downward market pressure, and are thought to offer relative stability in hectic markets as compared to non-dividend paying stocks. Additionally, companies that pay dividends tend to have much stronger fundamentals, such as stable earnings and growth, effective management and stronger financials.

The dividends paid by blue chips can also help to diversify income streams, and because dividends (and earnings) tend to grow over time they typically outpace inflation, preserving the value of your hard earned dollars.  These dividends can also help to lessen historical volatility, explained in a recent article:

“During the overall market downturn in 2002, when non dividend-paying stocks fell by an average of 30%, while dividend-paying stocks only declined on average by 10%. Even during the severe 2008 financial crisis that precipitated a sharp fall in stock prices, dividend stocks held up noticeably better than non dividend stocks.”

Less historical volatility equates to a smoother and more comfortable ride for investors.

Durig’s Dogs of the Dow Portfolio can be extremely efficient in a tax advantaged account (such as an IRA) since neither capital gains nor dividends are taxed, allowing your investment to grow tax-free.

Avoid the Crowd

The majority of blue chip investors find themselves in an overly crowded mutual fund structure.  While it may seem nice to share gains and losses but in actuality pooled investments are far more muddled, and typically more costly due to high administrative costs, hidden fees, and can create unwanted tax inefficiencies.

Avoid the crowd with a low cost, individually managed Dogs of the Dow account that offers a much cleaner investment environment.

Start building a better retirement today with the Dogs of the Dow.

Sign Up Below to Receive Updates on the Dogs of the Dow, and Many Other Related Investments!

[contact-form-7 id=”60233″ title=”Contact Form – Durig”]

Summary

The Dogs of the Dow Portfolio has continued to generate strong levels of dividend income over time with less historical volatility, and with over over 4% in dividend income, investors can sleep easier at night.

For those that wish for more income and less volatility with the potential to grow income over time, Durig’s Dogs of the Dow Portfolio is an excellent, low cost solution with professional management and support dedicated to helping you achieve your income goals.

Learn More

If you have any questions or would like further information Durig’s Dogs of the Dow Portfolio Strategy, please call Durig at (971) 327-8847, or email us at info@durig.com.

Durig Capital has several high yield portfolios available, click below to learn more.

Fixed Income 2 – FX2
Dividend Aristocrats
Income Aristocrats
Dogs of The Dow
Dogs of The S&P 500
Dogs of Europe
European Dividend Aristocrats

Risk Disclaimer: Any content on this review should not be relied upon as advice or construed as providing recommendations of any kind. It is your responsibility to confirm and decide which trades investments to make. Invest with only with risk capital; that is, with money that, if lost, will not adversely impact your lifestyle and your ability to meet your financial obligations. Past results are no indication of future performance. In no event should the content of this correspondence be construed as an express or implied promise or guarantee.

Durig Capital is not responsible for any losses incurred as a result of this article Information provided in this correspondence is intended solely for informational purposes and is obtained from sources believed to be reliable. Information is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted.

Disclosure:  The primary benchmark* used was SPDR® Dow Jones Industrial Avrg ETF Tr.

[bsa_pro_ad_space id=4]

Jeff Bezos Fortune Raises Nearly $8 Billion in One Day

At a time when US stock markets were making a sharp loss last Friday while the S&P 500 index falling at its worst since October last year, American businessman Jeff Bezos was making a fortune.  By the end of last week, Bezos ‘fortune amounted to $124.2 billion, up $7.9 billion from Thursday. Amazon’s shares rose by 7.4% after quarterly results in the fourth quarter of last year that exceeded analysts’ expectations.

The European Dividend Aristocrats: A Global Income Solution

Announcing Durig’s latest addition to its portfolio of income solutions, the European Dividend Aristocrats Portfolio. This one of a kind portfolio targets 20 high yielding blue-chip stocks* (the actual securities held in the portfolio are American Depository Receipts and trade just like stocks) listed on various European exchanges for investment and was designed to produce high levels of dividend income and even the potential for growth of income over time. The idea is to invest only in the stocks of companies with a current high dividend and a long history of continuous annual dividend increases. Focusing investment on companies that increase their dividends annually should position the portfolio to consistently capture to the “cream of the crop” of higher dividend companies of a variety of  European exchanges.

Dogs of Europe: A One of a Kind Income Solution

We are thrilled to introduce the latest addition to Durig’s portfolio of investment solutions, the Dogs of Europe.  Designed to capture the high quality dividends of European Blue Chips with the potential to grow income over time, this new portfolio strategy allows investors to participate in European equity trends with the help and support of a registered investment advisor in the United States.

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.

Dogs of the Dow Do it Again

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

  • Year-to-Date Return of 13.03%
  • Trailing 1 Year Return of 10.31%
  • Annualized Return Since Inception of 14.03%
  • Average Dividend Yield of 3.98%
  • Alpha of 4.47 (vs. Benchmark*)
  • Beta of 0.75 (vs. Benchmark*)

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.

Dogs of the S&P 500 Outperform Peers Across the Board

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

  • Year-to-Date Return of 32.02%
  • Trailing 1 Year Return of 26.07%
  • Annualized Lifetime Return of 14.29%
  • Alpha of 4.52 (vs Benchmark*)
  • Beta of 0.73 (vs Benchmark*)
  • Average Dividend Yield of 4.29%

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 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%

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)

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