FX2: Fixed Income 2 Portfolio
High Yield Bond Portfolios
FX2 IS A HIGH YIELDING, SHORT TERM, LOW-COST MANAGED INCOME PORTFOLIO STRATEGY
Durig has a focus on Solving Your Income Needs Through Transparent Fiduciary Services that provide:
Very Low Overall Cost:
Dogs 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.
Durig Offers:
Durig provides a wide selection of fixed Income, dividend income and growing dividend income portfolios, including the “Dogs” and “Aristocrats” portfolios for those looking to increase or even grow their income over time.
Since we offer our customized investment management services in-house, we keep our cost down to the wholesale levels, even to the public. .
Our professional, personalized services enables access to a broad spectrum of bonds, income stocks, high yields, and lower overall cost, that are often found only in very large no service mutual funds.
At Durig we our proud to provide higher levels of customized individual performance and personnel fiduciary services all at a very low overall cost.
Fixed Income 2, is a portfolio generating a high current income by investing in higher yielding, short term, corporate debt, often focused on the non-investment grade debt market, which typically has higher coupon, cash flow, yield than other debt classes.
Short /Maturity Profile
High yield bonds are typically issued with a maturity of five to ten years, but because Fixed income 2 primarily has focuses on seasoned credits, with our shorter maturity goal, tend us to invest from 1 to 7 years, making the average actual duration significantly shorter, and if you add in early refinancing and early calls and redemption. Often portfolios have average maturity is under 3 years.
Capital Gains Potential
Durig primarily focuses on the “secondary” market, often investing in assets at a discount to par (under $1,000), allowing for a potential opportunity to generate capital gains in addition to current yield.
Focused Diversification
The Durig team lets the value they see in the market dictate the portfolio’s diversification, rather than accepting securities that are viewed as less desirable for the sake of diversification. While still broadly diversified across various industries and securities, Durig’s portfolio is can be more focused and concentrated than many of the larger funds.
Click on one of our highly successful portfolio strategies below to learn more!
What Durig’s Dogs of the Dow Provides to Simplify the Investment Process:
We work 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 hope to make the whole, even online, investment process simple, easy, with very low overall cost and today often with zero trading fees. All of this effort is designed to provide a superior resource for value income clients.
All of this effort is designed to provide a superior fiduciary resource for our value income clients. So if you want to need to generate more income simply give us a call or email.
For Advisors:
For clients of Charles Schwab advisors, please ask us how this might work for you and your current Financial Advisor
We offer our successful investment strategies of Fixed Income 2 (FX2) Portfolio, Dividend Aristocrats, the Income Aristocrats Portfolio along with are many Dogs Portfolios to other Charles Schwab Registered Investment Advisors through segregated accounts.
Our price is the very low cost of only 1/2 a percent and the RIA can apply an additional fee that they believe is best situated for your clients and or your firm.
Please review the right hand column for programs available.
Durig also holds an A+ Rating from the Better Business Bureau.
