Young Research’s dividend-centric Retirement Compounders continue their upward trajectory.
How have trillion-dollar budget deficits year after year been funded? By blowing up America’s debt level and simply printing money to fund deficits. And the stock market has advanced into a new bubble phase. In this brutal environment, Young Research’s Retirement Compounders (RCs), on a risk-adjusted basis, have outrun each of the 10 biggest equity mutual funds representing four enormous fund families: American, Dodge & Cox, Vanguard and Fidelity. My 10-year bar chart [below] shows the results.
The vertical bar on the far right represents Young Research’s Retirement Compounders. It is from
this master group of stocks that I make recommendations for you in Intelligence Report. And our family investment management company invests off exactly the same Master List.
Originally published in the May 2013 issue of Intelligence Report.
Latest posts by E.J. Smith (see all)
- Part II: The IRS is Coming for Your IRA - July 18, 2019
- Beat the IRS: Roth IRAs for Your Kids and Grandkids - July 17, 2019
- The FIRE Movement by the Numbers - July 16, 2019