Durig Capital is proud to introduce its latest investment solution, The Income Aristocrats. Designed to provide investors with growth of principal and diversified income streams from fixed income with blue chip equity from the S&P 500 and the DOW Jones Industrial Average providing high dividends, this strategy participates in both equity and bond markets, from various market exchanges. Potentially one of the most diversified portfolio strategies that Durig has created to date, the Income Aristocrats diversify across issuers, industries, asset types, and market exchanges, allowing investors to benefit from both the high levels of income and growth of principal that the strategy is designed to produce.
The Income Aristocrats Portfolio is in essence a 1/3 split between Durig’s Fixed Income 2 (FX2) Managed Income Portfolio for fixed income, its Dogs of the S&P 500 Portfolio for higher yielding blue chip dividends on the S&P 500 and the last third is allocated to its Dogs of the DOW, designed to capture the dividends of higher yielding blue chip stocks listed on the DOW Jones.
Annual Cost: .50 or 1/8 of a percent per quarter.
Minimum Investment: $125,000
Minimum Holding Period: None
Custodian: TD Ameritrade Institutional