Young Research & Publishing Inc.

Investment Research Since 1978

Disclosure

Ten Year Compound Return 9.8%

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Retirement Compounders

Young Research’s Retirement Compounders common stock program has a ten year compounded rate of return of 9.8% per year. As you can see in the chart that’s better than the 6.8% by both the S&P 500 and Dow Jones Industrial Average. In this market I think a ten year historical record is imperative in gaining some perspective. It’s easy for hard charging sales types to promote five year returns without ever mentioning 2008. The prudent investor looks at both the good and the bad times to set his course. And that most certainly includes looking at 2008.

E.J. Smith

E.J. Smith is Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH. His first drum set was a 5-piece Slingerland with Zilldjians. He grew-up worshiping Neil Peart of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306.

He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West and Paris.

Please get in touch with E.J. at ejsmith@youngresearch.com.

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