Young Research & Publishing Inc.

Investment Research Since 1978

Disclosure

  • About Us
    • Contributors
    • Archives
    • Dick Young’s Safe America
    • The Final Richard C. Young’s Intelligence Report
    • You’ve Read The Last Issue of Intelligence Report, Now What?
    • Dick Young’s Research Key: Anecdotal Evidence Gathering
    • Crisis at Vanguard
  • Investment Analysis
    • Bonds
    • Currencies and Gold
    • Dividend Investing
    • ETFs & Funds
    • Investment Strategy
    • Retirement Investing
    • Stocks
    • The Efficient Frontier
  • Investment Counsel
  • Dynamic Maximizers®
  • Retirement Compounders®
  • Free Email Signup

Doubling your Money with No Down Years

December 5, 2019 By Jeremy Jones, CFA

Young Research’s Dynamic Maximizers® (DMs) portfolio is a maximum safety portfolio ideal for retirement investors, IRAs, and education programs. The Dynamic Maximizers® portfolio model invests primarily in dividend and income paying securities. While past performance should never be considered predictive of the future, the DMs have yet to record a single down year this century, despite the dotcom bust and the 2008/2009 financial collapse.

Young Research’s annual target total return range for the Dynamic Maximizers Portfolio® is 3% to 10%. Given those returns, investors have been able to comfortably enjoy a 4% retirement draw without depleting principal.

Double your Money over 10 years

Over this century, the DMs have generated a 6.9% compounded annual return*. Compare that to a more speculative portfolio such as the NASDAQ which has generated less than half of the gains of the DMs over the same time period.

Using the rule of 72, at a 6.9% annual return, an investor can expect to double his money every ten and a half years. The rule of 72 states that you can estimate the number of years it takes to double your money by dividing 72 by an assumed rate of return.

*Past performance is not a guarantee of future results.

Share this:

  • Email
  • Twitter
  • Facebook

You Might Also Like:

  • Young Research’s Dynamic Maximizers® Crushes the FANGs
  • The Dynamic Maximizers® Solution
  • Dynamic Maximizers®: Spring 2018
  • Author
  • Recent Posts
Jeremy Jones, CFA
Jeremy Jones, CFA, CFP® is the Director of Research at Young Research & Publishing Inc., and the Chief Investment Officer at Richard C. Young & Co., Ltd. Richard C. Young & Co., Ltd. was ranked #5 in CNBC's 2021 Financial Advisor Top 100. Jeremy is also a contributing editor of youngresearch.com.
Latest posts by Jeremy Jones, CFA (see all)
  • China Builds an Anti-Quad Coalition - May 27, 2022
  • There Are Tech Companies “Still Dreaming of Boundless Growth” - May 26, 2022
  • How Can the Fed Prevent Stagflation? - May 25, 2022

Search Young Research

Most Popular

  • MARKET TURNING: Canada's Housing Market Turmoil
  • BUY THE DIPS? Can You Catch a Ginsu Knife?
  • Watch Out for Your Worst Enemy
  • How Can the Fed Prevent Stagflation?
  • Now You Can Own Your Vacation and It Doesn’t Have to Be a Time Share
  • Job Market Survival Advice for Graduates and for Those YOU Love
  • BULLWHIPPED? Inventory Overhang Could Slow Growth in Certain Sectors
  • Big Banks Adopting Blockchain for Short-Term Trading
  • Vanguard Wellesley (VWINX) vs. Wellington (VWELX): Which Fund is Best?
  • The Power of a Compound Interest Table

Don’t Miss

Default Risk Among the Many Concerns with Annuities

Risk and Reward: An Efficient Frontier

How to be a Billionaire: Proven Strategies from the Titans of Wealth

Could this Be the Vanguard GNMA Winning Edge?

Cryptocosm and Life After Google

Warning: Avoid Mutual Fund Year End Distributions

Is Gold a Good Long-term Investment?

How to Invest in Gold

Vanguard Wellington (VWELX): The Original Balanced Fund

What is the Best Gold ETF for Investing and Trading?

Procter & Gamble (PG) Stock: The Only True Dividend King

The Dividend King of the North

You’ll Love This if You’re Dreaming of an Active Retirement Life

RSS The Latest at Richardcyoung.com

  • KRISTALLNACHT: How Well Intentioned Gun Registries Become Tools of Evil
  • Your Survival Guy: “Life on Main Street Hasn’t Been This Hard in a While”
  • Is America About to Lose Its Investments in Colombia?
  • POWER MOVE? Did Viktor Orban Just Seize Control of Hungary?
  • Americans Are Abandoning ESPN and Woke Professional Sports Leagues
  • If You Have a Plan, I Believe You’ll Get to Where You Want to Go
  • President Joe Biden’s Good Question
  • Georgia Proves All Politics Are Local
  • VIDEO: DeSantis: America “Cannot Have a Ministry of Truth”
  • Can America Cut It’s Spending in Half? YES! It’s Been Done Before

About Us

  • About Young Research
  • Archives
  • Contributors

Our Partners

  • Richard C. Young & Co.
  • Richardcyoung.com

Copyright © 2022 | Terms & Conditions

 

Loading Comments...
 

    loading Cancel
    Post was not sent - check your email addresses!
    Email check failed, please try again
    Sorry, your blog cannot share posts by email.