While much of Wall Street, the untrustworthy mainstream press, and the Nate Silvers of the world were convinced (and positioned) for a Clinton victory, we advised a portfolio strategy that accounted for a much higher probability of a Trump victory. On-the-ground anecdotal evidence gathering once again won the day for us, for our subscribers, and for our management company clients. A better picture will emerge regarding the tumultuous road ahead after Inauguration Day. Both discredited major parties will be out for blood against Trump. Meanwhile, ultra-loose monetary policy from the world's major central banks has created massive inflation. Inflation? Indeed, inflation is running rampant, but it is running rampant in asset markets as opposed to goods and services markets.
To successfully manage risk in the current environment, I have advised my subscribers to invest their age in my Dynamic Maximizers portfolio (DMs). By example, if you are 50, invest 50% of your portfolio in my DMs program and the balance in stocks—the Retirement Compounders, the Capital Allocator Plus portfolio, or a custom fund portfolio are all acceptable options. This issue features new allocations to the Capital Allocator Plus portfolio to capitalize on the industry that is likely to be the biggest winner from Trump's victory. I'll also tell you about a brand new addition to the Retirement Compounders Master List in that industry that I expect to see hike its dividend 7% in 2017. 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.
January 18, 2017 New cyber attacks are hitting businesses and governments around the world each day. Every time a new technology is created, such as the cloud, the Internet of Things, and big data platforms, they expand the possibilities of human endeavor, but also create new avenues for criminals to exploit in their efforts to cause damage, coerce […] 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 »
I became financially independent and retired at age 50 in 2011. My story has been featured in USAA Magazine and on Yahoo Finance. I credit Dick as my investing mentor both on my blog here: www.caniretireyet.com/how-i-retired-early/ and in my new book "Retiring Sooner," available on Amazon.
[What I like best are] the consistent reminders of conservative investing fundamentals. As I say in my book, "I owe an enormous debt to Richard C. Young and his Intelligence Report, which was my mentor in patient, diversified, low-cost passive index investing." Thank you again Dick!
— Darrow Kirkpatrick