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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.

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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 #10 in CNBC's 2019 Financial Advisor Top 100. Jeremy is also a contributing editor of youngresearch.com.
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