This exclusive interview concludes my special mini-series specifically designed to walk you through a unique and brand new portfolio concept I have been working on for many quarters. My timing on 'the project' has been geared to coincide with what I determine to be a perfect storm of investing dangers, including the winter stage of the business cycle, the emergence of a disastrous administration, and maximum risk in the financial markets as frustrated investors look for yield in this historically low interest rate environment.
In the face of all that, and a Fed strategy in which seniors in retirement are asked to finance Wall Street speculators, I have been developing new ways to help investors survive today's financial reality. This month, I talk about my most conservative portfolio, the Dynamic Maximizers, a fine-tuned derivative of our original Maximizers portfolio. I'm proud to say that the Maxis portfolio has not had a down year this century. I also introduce a brand new fund portfolio that is built around Vanguard's 11 sector ETFs. This new fund portfolio strategy offers a winning approach for investors who prefer the fund route over equities. Over the next three months, I will roll out the various elements of my easy-to-understand, wide-ranging portfolio management process. More >>
Each month, I provide you with an Economic Analysis supplement to the issue. This supplement provides you with a bird's eye view of the indicators that I monitor on a regular basis. The incisive, story-telling charts included in this supplement are updated every month and range from "The Leaders" to "World Currency Reserves/World Gold Reserves." There will always be great new material as well as timely reference dates, and my comments spell out the meaning of each chart for you. Download in pdf format.
October 20, 2016 “No surprises here as Kiplinger’s names Fidelity as the top online broker thanks to its mix of services, investing products, and retirement-planning tools. If you don’t have an account with Fidelity then you’re missing the boat,” I wrote to you in September. Choosing the right custodian could be one of the easiest, yet most important moves you […] More »
Dick Young grew up in Shaker Heights, Ohio, graduated from Babson College in Wellesley, Massachusetts, with a B.S. in investments, began his investment career in 1964 with Clayton Securities in Boston, and founded Young Research & Publishing, Inc. in 1978 to publish Young's World Money Forecast. More »
My biggest successes have been with Dick's Vanguard fixed income funds and Retirement Compounder recommendations. Now I'm living comfortably in retirement. Dick has given me the knowledge and confidence to manage my own investments using Fidelity as simply a custodian. I have been a subscriber since 1991.
Holden Beach, North Carolina