Young Research’s Dynamic Maximizers Portfolio^®

The Dynamic Maximizers^® (DM) portfolio is a conservative portfolio that Dick Young wrote about in Intelligence Report. The DMs were focused on high-barrier-to-entry businesses with lasting competitive advantages, as well as firms with long records of paying and increasing dividends. On the bond side, the DMs used a mix of Treasuries and investment-grade bonds whose weights varied based on the opportunities and risks in the bond market.

If you are interested in a managed portfolio that invests in a conservative mix of dividend-paying stocks and high-quality bonds, please visit www.younginvestments.com.