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, blue chip equity from the S&P 500, and blue chip dividend aristocrats, 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 the highest yielding blue chip dividends on the S&P 500 and the last third is allocated to its Dividend Aristocrats Portfolio, which features growth of dividend income over time.
Annual Cost: .50 or 1/8 of a percent per quarter.
Minimum Investment: $125,000
Minimum Holding Period: None
Custodian: TD Ameritrade Institutional