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.
If you like the feel of Young Research’s Dynamic Maximizers and the scenario outlined here for you, be sure to sign up for a complementary copy of Young Research’s Dynamic Maximizers Over the Century display by sending us your name and email address in the box below.
*Past performance is not a guarantee of future results.
Jeremy Jones, CFA
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