Dogs of the Dow – Low Cost Individualized Accounts

The Dogs of the Dow – New Dogs of the Dow Significantly Outperformed The Major Indices.

We have created our own version of the well established Dogs of the Dow strategy, with a slightly different, specialized approach to investing in the Dogs of the Dow. Historically, our approach has outperformed most indices while providing a handsome level of dividend income. We  also make sure our Dogs of the Dow strategy has greater tax efficiency. This portfolio is ideal for those looking to put money behind Dogs of the Dow Strategy, but don’t want to put in the the work and many hours necessary to keep the portfolio current. At such a low management cost, why not have a dedicated professional review, manage, or mix and match with our many other successful strategies to fit your needs.

Lifetime Performance

(lifetime performance above is reported net of fee, as of 1-31-20)

Annual Cost: .50 or 1/8 of a percent per quarter.
Average Dividend Yield of  About:  4.11%
Minimum Investment: $25,000
Minimum Holding Period: None

Click on one of our highly successful portfolio strategies below to learn more!