Durig has developed the S & P Dividend Aristocratic Portfolio adding a more modern and specialized approach, utilizing updated free trading, quarterly re balancing, and e document online service,.making it both simple and more effective way to own both high and growing dividend of the S&P 500. With the success of our Durig Dogs and S&P 500 portfolio we are also launching the Canadian Dividend Aristocrats and Europe Divided Aristocrats portfolios.
Durig this 9 year study of S&P Dividend Aristocrats vs the S&P 500 the Dividend Aristocrats outperformed the S&P over time. One big difference is the Aristocratic companies raised their dividend each and every year, during this whole time period. In our opinion companies that put their shareholders first should be rewarded.
The chart below shows the actual dollar amounts of year-by-year returns of both the S&P 500 and Dividend Aristocrats from 2009 through 2018. With a simple $10,000 investment, it would have grown to $39,000 during those years, but it would also have generated almost $5,000 more in total returns than the comparable S&P 500, or around a 15%, superior total return.
How has the Durig’s S&P 500 Dividend Aristocrats portfolio Since inception? It is still early but it appears the S&P 500 Dividend Aristocrats portfolio is as challenged as the rest of the large blue chip companies, except one thing their dividends. This is a long term approach with increased income. As the market goes down the yield from their portfolio goes up. Plus since dividend Aristocrats have a history of raising their dividends as part of their plan they very seldom cut their dividend, even in this the roughest of markets like this.
The Dividend Aristocrats Portfolio has done very well in performance over time, significantly outperformed fixed income funds with similar levels of income. The lifetime total returns very close to the Dow Jones Industrial Average, while provide a very high dividend income of 4.88%
Lets put how high over 4.88% yield into perspective:
The 10 year treasury current yield is .70%
The 5 year treasury Current yield is .88%
The Best 5 year CIT CD is 1.60%
Durig’s Dividend Aristocrats is 4.88%
With Dividend Aristocrats you receive a much larger dividend income for taking S & P level companies stock risk and rewards, plus you receive over 4 % more than the 10 year treasury. This is an incredibly high premium for S & P strong performing quality companies, and that’s why we believe it’s positioned for a comeback. .
Dividend Aristocrats Lifetime Performance 4-8-2020
Dividend Aristocrats of the S&P 500
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
To Durig this market is basically trying to bottom possibly one of the best options for those needing and wanting more income is very high income S&P level income.
With many countries either have done doing or reviewing massive Government bailouts along with federal reserve heavy stimulus (rates around the world at record lows) the market should start to recover. With interest rates are it is very hard for people to find a livable income stream in America, especially knowing many industrialized countries around the globe, for example several in Europe and Japan, the interest rates are negative. Making it even harder going forward, for those income investors looking at possibly making a strong total return while achieve a premium current income.
For those looking to step into the market now the Dividend Aristocrats deserves a real review. This could be be the perfect investment for those seeking growth, good diversity, with high and growing income, and are willing to take some risk for future growth.
Other Durig Low Cost Segregated Portfolios
Dividend Aristocrats: Aristocratic Blue Chip Stocks with Dividends
Dogs of the Dow: Blue Chip Stocks with Dividends
Dogs of Europe: European Blue Chip Stocks with Dividends
Dogs of the S&P 500: Blue Chip Stocks with Dividends
European Aristocrats: European Aristocratic Stocks with Dividends
Fixed Income 1 (FX1): Self Directed High Yield Bond Portfolio
Fixed Income 2 (FX2): High Yield Managed Income Bond Portfolio
Income Aristocrats: Diversified Income Portfolio
We offer our successful Dividend Aristocrats investment 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.
Disclaimer: Past performance is no indication of future success. The high yield strategies presented in this review by Durig may not be suitable for all investors. This is not investment advice from Durig, nor a specific recommendation to buy or sell securities. If you have any questions or concerns about its suitability for your personal investment, you should seek specific investment advice from a registered professional before making an investment decision. Information on this website is provided for informational purposes only and is not offered as advice with respect to any particular security or related financial instrument. This information should not be used as a basis for making an investment decision and must not be treated as a substitute for seeking advice from a licensed professional. The suitability of a given investment for a particular investor depends on a number of factors, each of which should be considered carefully. Such factors include, but are not limited to, the risk associated with the investment, the nature of current market conditions, and the investor’s objectives, personal needs, and specific circumstances.