The Dogs of the Dow folio was developed for investors seeking a moderately aggressive risk level from DJIA companies that pay high dividends.
The Dogs of the Dow folio, as the name implies, utilizes a strategy popularized by Michael O’Higgins in 1991 which recommends selecting stocks from the Dow Jones Industrial Average (DJIA) whose dividend is the highest relative to their price.
Proponents of the strategy argue that large “blue chip” companies do not alter their dividend to reflect trading conditions and, therefore, the dividend is a measure of the average worth of the company. However, stock prices may fluctuate with the business cycle. This could mean that companies with a high dividend yield are near the bottom of their business cycle and are likely to see their stock price increase faster than low-yield companies.
Last Updated: January 25, 2021
Inception Date: April 05, 2000
|Year to Date||2.26%||2.73%|
|1 Year Volatility||37.67%||34.86%|
* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.
Note: Tickers and weights for RTG Folios are only available when logged in.
There are generally 10 securities in the folio.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.