This is an excerpt from the February 2017 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. A Bull Market Made of Monetary Excess I've chronicled here and on my websites (www.youngresearch.com and … [Read more...]
Winter Stage of the Business Cycle
This is an excerpt from the June 2015 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. Buy High, Sell Low The decided tendency of a vast majority of investors is to greatly understate sensitivity to … [Read more...]
The Happiest Countries in the World
This is an excerpt from the January 2015 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. There's something about the Scandinavian countries. Despite brutal cold and scarce sunshine, the countries at … [Read more...]
The Dow’s Dismal Performance
This is an excerpt from the August 2014 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. Since September 20 of last year, the S&P 500 is up 15.5% and the Dow is up 10%. Historically, the 30-component … [Read more...]
The Calm Before the Storm
You don't have to be able to predict the future to be a successful investor. But being armed with battle hardened advice can certainly help you become one. From Richard C. Young's Intelligence Report, July 2007 (subscription required): Your Portfolio Mix At the start, retired investors and investors saving seriously for retirement (76 million boomers will begin retiring next summer) must answer two basic questions: (1) What is the proper mix of stocks and bonds? (2) How much money can be drawn annually from an investment portfolio? I have used Ibbotson data and examined 20-year rolling … [Read more...]
A 50% Loss
Most investors have forgotten what 2008 felt like. The numbers were not pretty, especially for those who took a 50% loss. Dick Young explains in his March 2014 Intelligence Report. It's impossible to have it all ways. In order to craft an investment portfolio that can act as an all-weather armadillo, you must be willing to forgo potentially substantial upside rewards to balance against the horror of a downside wipeout. If you are retired or saving for retirement in the not-too-distant future, you can easily get a knot in your stomach when you look at the basic math of downside portfolio … [Read more...]
Turn $100 into $1 Million
More reasons to like dividends. In his January issue of Intelligence Report, Dick Young writes: I recommend dividend payers to you not because of some idealized view of history, but because the data proves that dividends win over time. Below is a chart of the data from the French data library, possibly the most comprehensive data library of American stock market returns in existence. You’ll see in the chart that the stock market is broken down into four groups based on their yields…As you can see in the chart, the Hi 30 performs the best by far, breaking $1 million on an investment of $100 … [Read more...]