Durig Capital has established the Dividend Aristocrats U.S. S&P Portfolio that targets 20 of the highest yielding blue-chip stocks listed on S&P 500 for investment. We have 3 key focuses, to provide current income, an increase in future income, while having a goal to increasing the investment principle, where together all three elements can provide a robust total return portfolio.
This U.S. S&P 500 Aristocrat Portfolio is focused on blue-chip companies with a current high dividends, plus a long history of increasing their dividends. Each company must increase their dividend each and every year to remain in our U.S. S&P Aristocratic Portfolio, as we want our clients to have strong with increasing incomes. 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 20 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 focusing on Solving Your Income Needs Through Transparent Fiduciary Services that provide:
Very Low Overall Cost:
Aristocrat 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.
Dividend Aristocrats 20
Annual Cost: 0.50% or 1/8 of a percent per quarter.
Average Dividend Yield of About: 3.5%
Minimum Investment: $40,000
Minimum Holding Period: None
(Performance is reported net of fee, as of 1-31-20)
Click on one of our successful portfolio strategies below to learn more!
What Durig 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.
We offer our successful U.S. S&P Dividend Aristocrats 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.