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Dogs of the S&P – 5.5% Dividend Income and Strong Fundamentals – Is It Right for You?

After completing a very nice 2019 and 2018, the Dogs of the S&P seem to be more challenged in this year, 2020. Even with the positive effects of dynamic weighting, quarterly re ballancing and no cost trading, it is still a tougher year than most. Compared to most income based investments, Dogs of the S&P have done comparably very well.

Dogs of the Dow has out preformed its peers

After completing a very nice 2018 and 2019 the Dogs of the S&P seems to be more challenged in this year 2020.  Even knowing the effects with dynamic weighting, quarterly re balancing and no cost trading it is still a tougher year than most that greatly helped Durig Dogs of the Dow significantly outperformed the Elements of the Dogs of the Dow ( a very similar portfolio).  Compared to most income based investments that are yielding in the range of 5 1/2% percent  the Dogs of the S&P have done very well.



Dogs of the S&P 500:

Annual Cost: 0.50% or 1/8 of a percent per quarter.

Average Dividend Yield of About:  5.50%

Minimum Investment: $15,000

Minimum Holding Period: None

Dividend Rate 51/2%:

To us the market is basically trying to find a path out of this rough market; one of the best options for those needing and wanting more income is owning the very high dividend income S&P aristocratic companies provide.

This portfolio is designed to be an income generator in dividends, and is not a fast growth portfolio, it is based on its dividend income, and giving income generation above many bond funds which is very surprising knowing the dividend income attains a lower tax treatment.

Those who know about aristocratic companies know that they have a history of outperforming over time.  So not only is this a good income generation but it possibly in time will give higher higher principal appreciation.

The one factor that really sets it apart is the increased dividend that each and every company in the portfolio must provide, an increase in its dividend each and every year or be removed for the portfolio.  It is very hard to find a portfolio where the income growth is a focus, and rare yet in  today’s large companies  where many CEOs focus on their own income and not their shareholders duties.


With Dogs of the S&P 500 portfolio works by selecting 10 concentrated high dividend aristocrat companies from the S&P 500, the S&P 500 are the largest companies in our country.  The concentration could increase risk.

Income Growth 

The Dogs of the S&P 500 are investing in US aristocratic companies  that raise their dividend each and every year.

Very low interest rates make it hard for people to find a livable income stream especially now in North America. With many areas like Europe and Japan currently having negative interest rates, this greatly increases the problems of near retirement and retirement ability to generate enough income, making it even harder to find those investments, for investors looking for a strong total return.

For those looking to step into the market now, the Dogs of the S&P deserves a real review.  This could be a welcome alternative for income investors willing to take some market risk for future growth. But get an exceeding high current dividend income.

Also review:

European Aristocrats: European Aristocratic Stocks with Dividends

For Advisors:

We offer our successful investment strategies of  Dividend Aristocrats, the  along with are many Dogs Portfolios to other Charles Schwab Registered Investment Advisors through segregated accounts.