Dogs of the S&P 500 – Low Cost Individualized Accounts

Income Diversification & Blue Chip Performance with Less Historical Volatility than the S&P 500

A simple way and every effective way to diversify your portfolio. Giving you Blue Chip Growth and Dividend Income.Durig Capital has created its own version of the well known and established Dogs of the Dow Investment Strategy, but has taken a specialized approach, giving it a updated trading, balance, and weightings, making it more effective, entirely built around the S&P 500.

Historically, this unique strategy  has outperformed most income producing investments with less historical volatility than even the S&P 500 while still providing a handsome level of dividend income, allowing for increased income diversification.  We also strive to achieve increased tax-efficiency in the portfolio.

Durig’s Dogs of the Dow Portfolio Strategy utilizes the following proven strategies:

Dogs of the S&P 500 Weighting:
This Dog portfolio utilizes a higher level of stock weighting, that is directly correlated,  with the higher dividend paying companies.

Dogs of the S&P 500 Trading:
All Dogs of the Dow trading is 100% free of all commissions.

Dogs of the S&P 500 Re-balancing:
Every quarter the Dogs of the Dow portfolio is re-balanced.

Durig has a focusing on Solving Your Income Needs Through Transparent Fiduciary Services that provide:

Very Low Overall Cost:
Dogs portfolios have only  .50% fees

Personal One-on-One continuous service:
Our in house investment registers advisors at Durig answer all phone calls, and hopefully on the first ring, as we want to help you.

Using proven investment strategies that have outperformed over time:
Most if not all of our strategist are proven, over time, to outperform their peers before we integrate them into our services.

Income Diversification

Historically, Durig’s Dogs of the S&P 500 has produced more Growth and Income than Bonds, and contained less Volatility than even the S & P 500.

Having various streams of income flowing from investments helps to maintain consistent and/or growing incomes over time.  Fixed Income / Bonds / Notes are a very commonly used for producing income, but many others are often overlooked. Adding high levels of dividend income to the mix not only reduces inconsistencies in income levels, but also helps to minimize the risk of loss as investments do not always perform as expected.  Additionally, Durig’s Dogs of the S&P 500 contain blue chip stocks that span many different industries, so both income diversification and overall diversification may be improved by adding a Dogs of the S&P Portfolio to an investment portfolio.

Blue Chip Performance with Less Historical Volatility

The historical returns of Durig’s Dogs of the S&P Portfolio contain far less historical volatility than the S&P 500, or even the Dow Jones Industrial Average.  This is due to Durig’s Dogs of the S&P having only a weak positive correlation to market indices such as the S&P 500 or the Dow Jones.  For example, in the market downturn of Q4 2018 (See Below),  Durig’s Dogs of the S&P’s performance fell by much less than both the S&P 500 and Dow Jones Industrial Average over the same period. The inverse is also generally true; in up markets Durig’s performance rises somewhat slower than stock market indices do.

Lifetime Performance 

(lifetime performance is reported net of fee, as of 1-31-20)

Correlation of Durig’s Dogs of the S&P 500 to Stock Market Indices

Durig’s Dogs of the S&P Portfolio’s weak correlation to stock market indices act as a form of insulation from market volatility. Beta is an asset’s correlation to the overall market and is a measure of asset volatility relative to the market.  A beta  above  1.0 means that an asset or portfolio’s price is hypothetically more volatile than the market. For example, a portfolio with a beta is 1.5 is expected to have 50% more volatile than the market, which has a beta of 1.0 when taken as a whole.

A low positive beta or weak positive correlation to the overall market, such as the beta of Durig’s Dogs of the S&P 500 can almost be thought of as smoothing out the ups and downs for a less bumpy and more enjoyable ride over time.

(As of 1-31-20)

Dogs of the S&P 500

Annual Cost: 0.50% or 1/8 of a percent per quarter.
Average Dividend Yield of About:  4.50%
Minimum Investment: $25,000
Minimum Holding Period: None

Click on one of our highly successful portfolio strategies below to learn more!

What Durig’s Dogs of the S&P 500 Provides to Simplify the Investment Process:

We works with the leading US low cost platform of Charles Schwab as our primary custodian.

We provide the highly preferred e-document services providing all simplified paperwork completely with you signature though one simple email.

We making the whole investment process simple, easy, with very low overall cost and often with zero trading fees.  All of this effort is designed to  provide a superior resource for  our value income clients.

For Advisors:

We offer our successful Dogs of the S&P strategy to other Charles Schwab Registered Investment Advisors through segregated accounts.  Our price is the very low cost of only 50 basis points and the RIA can apply an additional fee that they believe is best situated for your clients and or your firm.

For clients of Charles Schwab advisors, please ask us how this might work for you and your current Financial Advisor.

Please review the right hand column for advisor programs available.

Durig also holds an A+ Rating from the Better Business Bureau.