Retired or retiring not too far down the road?
You will be a winner if you are “the ultimate patient investor.”
To be a genius in the financial markets you need a steel-trap grip on the single concept that virtually guarantees long term financial security.
The strategy is based on Einstein’s miracle of compound interest.
Here, in a nutshell, is the story:
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. Past performance should never be considered predictive of the future. Despite the dotcom bust and the 2008/2009 financial collapse, the DMs, however, have yet to record a single down year this century.
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.
Originally posted on Young’s World Money Forecast.