The Dividend Aristocrats
Low Cost Individualized Accounts
Dividend Aristocrats US S&P Portfolio
Durig Capital has established several Dividend Aristocrats portfolios, this one is the U.S. based S&P Portfolio that targets 20 of the highest yielding stocks listed on S&P 500 for investment. This Aristocrat portfolio targets 3 key market, provide current income, an increase future income, and to increase the investment principle, where together all three elements can provide a robust total investment return.
This U.S. based S&P 500 Aristocrat Portfolio is focused on S&P 500 companies with current high dividends, plus a long history of increasing their dividends This S&P Dividend Aristocrat portfolio is ideal for those looking to invest their money looking for good levels of income combined with growth with a low management cost, why not have a dedicated professional review, manage, or diversify with our many other successful strategies to help you achieve your income needs.
Each company must increase their dividend each and every year to remain on our S&P 500 portfolio, as we want our investors to consistently capture to the “cream of the crop” of high and growing dividend companies.
Durig’s Dividend Aristocrats Portfolio Strategy utilizes the following proven strategies:
Dividend Aristocrats Weighting:
This Dividend Aristocrats portfolio utilizes a equal level of stock weighting, with the highest dividend paying companies.
Dividend Aristocrats Trading:
The Dividend Aristocrats trading is 100% free of all commissions.
Dividend Aristocrats Re-balancing:
Every quarter the U.S. S&P 500 Aristocrat Portfolio is Re-balanced.
Durig has a focus 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.
Durig Offers:Durig provides a wide selection of fixed Income, dividend income and growing dividend income portfolios, including the “Dogs” and “Aristocrats” portfolios for those looking to increase or even grow their income over time. Since we offer our customized investment management services in-house, we keep our cost down to the wholesale levels, even to the public. . Our professional, personalized services enables access to a broad spectrum of bonds, income stocks, high yields, and lower overall cost, that are often found only in very large no service mutual funds. At Durig we our proud to provide higher levels of customized individual performance and personnel fiduciary services all at a very low overall cost.
Annual Cost: 0.50% or 1/8 of a percent per quarter.
Average Dividend Yield of About: 4.88%
Minimum Investment: $25,000
Minimum Holding Period: None
The Dividend Aristocrats U.S. S&P Historical Performance
The Dividend Aristocrat History vs Benchmarks
(Performance is reported net of fee, as of 4-9-20)
Click on one of our highly successful portfolio strategies below to learn more!
What Durig’s Dogs of the Dow Provides to Simplify the Investment Process:
We work 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 hope to make the whole, even online, investment process simple, easy, with very low overall cost and today often with zero trading fees. All of this effort is designed to provide a superior resource for value income clients.
All of this effort is designed to provide a superior fiduciary resource for our value income clients. So if you want to need to generate more income simply give us a call or email.
We offer our successful investment strategies of Fixed Income 2 (FX2) Portfolio, Dividend Aristocrats, the Income Aristocrats Portfolio along with are many Dogs Portfolios to other Charles Schwab Registered Investment Advisors through segregated accounts.
Our price is the very low cost of only 1/2 a percent and the RIA can apply an additional fee that they believe is best situated for your clients and or your firm.
Please review the right hand column for programs available.
Durig also holds an A+ Rating from the Better Business Bureau.