Annmarie Young Portfolio
Invests via KPP Advisory Services LLC | Managed by Annmarie Young
Invests via KPP Advisory Services LLC
Managed by Annmarie Young
Automatically Tracked
Annmarie Young Profile
Senior investor with cross-border private markets experience focused on growth equity and operations-led buyouts. Annmarie Young brings experience sourcing and executing investments across technology-enabled services, healthcare and consumer sectors, with emphasis on scaling revenue, governance and exit planning. Prior roles span investing, operating and board responsibilities at mid-market firms and corporate development. Known for disciplined valuation, active portfolio transformation and LP relationship management; typical capital focus includes $10m–$200m enterprise value transactions.
Senior investor with cross-border private markets experience focused on growth equity and operations-led buyouts. Annmarie Young brings experience sourcing and executing investments across technology-enabled services, healthcare and consumer sectors, with emphasis on scaling revenue, governance and exit planning. Prior roles span investing, operating and board responsibilities at mid-market firms and corporate development. Known for disciplined valuation, active portfolio transformation and LP relationship management; typical capital focus includes $10m–$200m enterprise value transactions.
Investment Philosophy & Strategy
Growth-oriented investor blending operational rigor with disciplined valuation and active portfolio transformation. Focuses on cross-border growth equity and operations-led buyouts in tech-enabled services, healthcare and consumer niches where revenue scaling, governance upgrades and exit planning drive value creation. Prefers mid-market situations ($10m–$200m EV), targets hands-on board work and management partnerships, and deploys capital with a multi-year time horizon, tight risk controls and staged value inflection milestones.
Growth-oriented investor blending operational rigor with disciplined valuation and active portfolio transformation. Focuses on cross-border growth equity and operations-led buyouts in tech-enabled services, healthcare and consumer niches where revenue scaling, governance upgrades and exit planning drive value creation. Prefers mid-market situations ($10m–$200m EV), targets hands-on board work and management partnerships, and deploys capital with a multi-year time horizon, tight risk controls and staged value inflection milestones.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
47.4%
Gain +1.79%
Monthly
1.15%
Yearly
14.69%
Drawdown
23.03%
$768.01M
Equity
Holdings
$768.01M
Investment
$633.14M
$163.34M
Profit +$9.65M
Realized
$28.46M
Unrealized
$134.87M
Dividends
$19.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.79%
Profit
$9.65M
Win %
74%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$6,319.03
Win %
74%
This Month
Compared to last month
Gain
-1.99%
Profit
-$15.58M
Win %
74%
This Year
Compared to last year
Gain
11.74%
Profit
$80.72M
Win %
74%
BAH Booz Allen Hamilton Holding Corporation
+10.11%
+$32,181.12 
NOW ServiceNow, Inc.
+7.44%
+$41,005.8 
FNF Fidelity National Financial, Inc.
+6.19%
+$18,315.85 
ACN Accenture plc Class A
+5.95%
+$43,246.5 
TMUS T-Mobile US, Inc.
+5.67%
+$27,143.68 
T AT&T Inc.
+5.1%
+$155,446.2 
KNSL Kinsale Capital Group Inc.
+5.06%
+$11,504.89 
PAYC Paycom Software, Inc.
+4.79%
+$25,077.19 
BX Blackstone Inc.
+4.42%
+$52,063 
CRM Salesforce Inc
+4.29%
+$79,380.47 
IBM International Business Machines Corporation
+3.65%
+$16,052.68 
SYK Stryker Corporation
+3.54%
+$14,686.56 
AAPL Apple Inc.
+3.53%
+$788,520.32 
TWLO Twilio Inc.
+3.46%
+$10,438.42 
LULU lululemon athletica inc.
+3.3%
+$13,552.45 
BLDR Builders FirstSource, Inc.
+3.27%
+$11,891.88 
PGR Progressive Corporation
+3.27%
+$14,364.99 
LOW Lowe's Companies Inc.
+2.83%
+$13,442 
CAG Conagra Brands Inc.
+2.78%
+$4,050.4 
VTR Ventas Inc.
+2.67%
+$12,157.38 
HEI Heico Corporation
+2.66%
+$7,029.23 
NUE Nucor Corporation
+2.66%
+$7,730.47 
MSI Motorola Solutions, Inc.
+2.66%
+$5,448.24 
HD The Home Depot, Inc.
+2.55%
+$59,287.77 
LMT Lockheed Martin Corporation
+2.46%
+$30,653.77 
TSCO Tractor Supply Company
+2.31%
+$3,479 
ABT Abbott Laboratories
+2.29%
+$28,080.34 
XLRE The Real Estate Select Sector SPDR Fund
+2.23%
+$5,991 
ITW Illinois Tool Works Inc.
+2.21%
+$10,594.72 
DIS The Walt Disney Company
+2.18%
+$33,004.78 
VNQ Vanguard Real Estate ETF
+2.15%
+$17,231.36 
EMR Emerson Electric Co.
+2.1%
+$20,811.91 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.02%
+$28,105.28 
WPC W. P. Carey Inc.
+1.98%
+$7,274.18 
DIVB iShares Core Dividend ETF
+1.94%
+$11,957.23 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$4,538.4 
FAST Fastenal Co.
+1.89%
+$15,471.21 
CB Chubb Limited
+1.84%
+$7,637.5 
ICE Intercontinental Exchange, Inc.
+1.8%
+$8,555.21 
MMM 3M Company
+1.79%
+$6,741.75 
BLK BlackRock, Inc.
+1.78%
+$15,196.72 
MA Mastercard Incorporated
+1.77%
+$4,703.73 
BF-A Brown-Forman Corporation
+1.75%
+$4,596.32 
NFLX Netflix, Inc.
+1.74%
+$4,937.98 
RTX RTX Corporation
+1.74%
+$36,085.73 
VNT Vontier Corporation
+1.69%
+$12,133.41 
ISRG Intuitive Surgical, Inc.
+1.65%
+$18,062.12 
SFLO VS Small Cap Free Cash Flow ETF
+1.62%
+$10,469.76 
JNJ Johnson & Johnson
+1.59%
+$55,965.63 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.56%
+$15,967.48 
F Ford Motor Company
+1.55%
+$35,192.08 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.54%
+$6,376.95 
VFLO VictoryShares Free Cash Flow ETF
+1.52%
+$66,386.16 
HCA HCA Healthcare Inc.
+1.51%
+$2,884.83 
MDT Medtronic plc
+1.46%
+$6,956.39 
GE General Electric Company
+1.35%
+$7,832.9 
KO The Coca-Cola Company
+1.33%
+$18,488.52 
DVY iShares Select Dividend ETF
+1.31%
+$5,344.66 
FTCS First Trust Capital Strength ETF
+1.31%
+$59,746.68 
CTAS Cintas Corporation
+1.31%
+$9,538.76 
GD General Dynamics Corporation
+1.3%
+$9,443.82 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.29%
+$66,812.21 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.29%
+$5,173.2 
MO Altria Group, Inc.
+1.26%
+$56,601.88 
BAC Bank of America Corporation
+1.26%
+$34,792.4 
VAW Vanguard Materials ETF
+1.25%
+$4,886.57 
PEP PepsiCo, Inc.
+1.25%
+$9,261.2 
CSCO Cisco Systems, Inc.
+1.25%
+$29,244.81 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$45,191.85 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+1.23%
+$8,039.66 
HDV iShares Core High Dividend ETF
+1.23%
+$2,815.75 
AMGN Amgen Inc.
+1.22%
+$24,829.31 
KHC The Kraft Heinz Company
+1.22%
+$4,155.86 
LIN Linde plc
+1.18%
+$11,949.84 
V Visa Inc. Class A
+1.18%
+$22,090.93 
SDY SPDR S&P Dividend ETF
+1.18%
+$4,736.77 
ZBRA Zebra Technologies Corporation
+1.16%
+$11,966.13 
VOE Vanguard Mid-Cap Value ETF
+1.15%
+$49,382.02 
CI The Cigna Group
+1.15%
+$4,847.84 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.14%
+$34,305.28 
LAMR Lamar Advertising Company
+1.1%
+$2,965.24 
YUM Yum! Brands, Inc.
+1.05%
+$3,118.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.05%
+$75,860.1 
ZTS Zoetis Inc.
+1.05%
+$6,440.46 
FLS Flowserve Corporation
+1.03%
+$7,602.02 
SLV iShares Silver Trust
+1.02%
+$2,027.78 
USB U.S. Bancorp
+1.01%
+$21,838.72 
ILOW AB International Low Volatility Equity ETF
+1%
+$86,426.55 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.99%
+$3,796.1 
WMT Walmart Inc.
+0.99%
+$13,935.68 
PM Philip Morris International Inc.
+0.98%
+$7,736.2 
DUK Duke Energy Corporation
+0.97%
+$5,555.38 
COST Costco Wholesale Corporation
+0.97%
+$8,835.48 
ABBV AbbVie Inc.
+0.95%
+$23,567.77 
JPM JPMorgan Chase & Co.
+0.95%
+$63,833.35 
BMY Bristol-Myers Squibb Company
+0.94%
+$2,514.3 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.93%
+$8,517.52 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$2,523.57 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$2,600.95 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$31,410.79 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$3,252.48 
LLY Eli Lilly and Company
+0.86%
+$33,843.06 
MPT Medical Properties Trust, Inc.
+0.83%
+$3,365.52 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$25,300.08 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$98,270.72 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.8%
+$2,163.81 
CSX CSX Corporation
+0.8%
+$2,350.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$34,706.31 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.78%
+$4,900.76 
MCD McDonald's Corporation
+0.75%
+$12,252.09 
CL Colgate-Palmolive Company
+0.74%
+$6,852.07 
XMHQ Invesco S&P MidCap Quality ETF
+0.74%
+$152,184.65 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$4,084.99 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$10,331.68 
EQWL Invesco S&P 100 Equal Weight ETF
+0.68%
+$88,900.95 
PII Polaris Inc.
+0.68%
+$3,156.1 
MOAT VanEck Morningstar Wide Moat Fund
+0.67%
+$6,894.3 
SO The Southern Company
+0.67%
+$6,951.75 
GOOGL Alphabet Inc
+0.65%
+$43,656.59 
RDVI FT Vest Rising Dividend Achievers Fund
+0.63%
+$18,760.14 
WM Waste Management, Inc.
+0.62%
+$3,596.4 
EOG EOG Resources, Inc.
+0.62%
+$4,148.05 
DFAI Dimensional International Core Equity Market ETF
+0.61%
+$7,995.75 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$20,909.58 
NSC Norfolk Southern Corporation
+0.6%
+$1,882.13 
UPS United Parcel Service, Inc.
+0.6%
+$4,028.23 
EQRR ProShares Equities for Rising Rates ETF
+0.6%
+$4,771.1 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.6%
+$3,411.2 
RECS Columbia Research Enhanced Core ETF
+0.59%
+$16,775.46 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$3,672.17 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.58%
+$10,073.61 
VHT Vanguard Health Care ETF
+0.58%
+$2,882.89 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.57%
+$43,888 
VTV Vanguard Value ETF
+0.53%
+$6,018.1 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.52%
+$3,593.37 
SFL SFL Corporation Ltd.
+0.51%
+$672.24 
TJX The TJX Companies, Inc.
+0.48%
+$3,233.06 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.46%
+$4,473.04 
AEP American Electric Power Company, Inc.
+0.46%
+$1,636.15 
AVDE Avantis International Equity ETF
+0.46%
+$1,814.25 
FITB Fifth Third Bancorp
+0.46%
+$3,506.36 
MRK Merck & Co., Inc.
+0.45%
+$4,629.78 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$17,269.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$1,893.78 
XLE Energy Select Sector SPDR Fund
+0.4%
+$1,274.4 
JHMM John Hancock Multifactor Mid Cap ETF
+0.39%
+$77,385.05 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$9,031.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$34,407.9 
PG Procter & Gamble Co
+0.3%
+$13,842.4 
CGDV Capital Group Dividend Value ETF
+0.29%
+$47,228.44 
VO Vanguard Mid-Cap ETF
+0.29%
+$3,875.96 
IQLT iShares MSCI International Quality Factor ETF
+0.28%
+$1,520.68 
KMI Kinder Morgan, Inc.
+0.28%
+$1,343.34 
PYPL PayPal Holdings Inc
+0.27%
+$993.75 
TT Trane Technologies plc
+0.27%
+$2,626.56 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.27%
+$1,314.14 
DFAS Dimensional U.S. Small Cap ETF
+0.25%
+$22,509 
MBB iShares MBS ETF
+0.25%
+$846.17 
GOOG Alphabet Inc
+0.24%
+$5,807.22 
C Citigroup Inc.
+0.23%
+$4,240.8 
IOO iShares Global 100 ETF
+0.23%
+$2,830.72 
PH Parker-Hannifin Corporation
+0.21%
+$6,041.98 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$1,732.32 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.2%
+$1,071.12 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$476.4 
VB Vanguard Small-Cap ETF
+0.19%
+$957.05 
FELC Fidelity Enhanced Large Cap Core ETF
+0.19%
+$5,409.68 
CVX Chevron Corporation
+0.19%
+$2,249.17 
IEF iShares 7-10 Year Treasury Bond ETF
+0.19%
+$561.23 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$8,677.56 
IJS iShares S&P Small-Cap 600 Value ETF
+0.18%
+$552.24 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.17%
+$477.26 
URI United Rentals, Inc.
+0.17%
+$1,872.49 
MELI MercadoLibre, Inc.
+0.15%
+$1,789.21 
BA Boeing Company
+0.14%
+$748.78 
WFC Wells Fargo & Company
+0.14%
+$1,206.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$416.88 
VIS Vanguard Industrials ETF
+0.12%
+$576.67 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$493.38 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$239.1 
ESGU iShares ESG Aware MSCI USA ETF
+0.11%
+$3,846.12 
GLD SPDR Gold Shares
+0.1%
+$654.74 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$1,592.25 
GLDM SPDR Gold MiniShares Trust
+0.1%
+$9,202.64 
IVV iShares Core S&P 500 ETF
+0.1%
+$13,117.8 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$287.2 
UTWO U.S. Treasury 2-Year Note ETF
+0.08%
+$1,137.44 
EVTR Eaton Vance Total Return Fund
+0.08%
+$690.5 
VOO Vanguard S&P 500 ETF
+0.08%
+$12,184.1 
CGCB Capital Group Core Bond ETF
+0.08%
+$1,785.54 
FLXR TCW Flexible Income ETF
+0.08%
+$3,422.79 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.08%
+$379.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$200.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$287.7 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$140.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$554.73 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.07%
+$725.41 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$248.66 
EFG iShares MSCI EAFE Growth ETF
+0.06%
+$500.29 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$2,947.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$481.25 
COP ConocoPhillips
+0.05%
+$96.48 
IBTI iShares iBonds Dec 2028 Term ETF
+0.04%
+$145.75 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.04%
+$260.8 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$176.15 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$490.2 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$107 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$222.72 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.04%
+$334.68 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$291.6 
OEF iShares S&P 100 ETF
+0.04%
+$127.83 
XOM Exxon Mobil Corporation
+0.03%
+$1,420.2 
MSFT Microsoft Corp.
+0.03%
+$4,115.37 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$164.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$510.24 
SYFI AB Short Duration High Yield ETF
+0.03%
+$910.78 
BUFR FT Vestladder Buffer ETF-USD I
+0.03%
+$1,857.44 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$72.87 
FTGS First Trust Growth Strength ETF
+0.02%
+$2,221.09 
TIP iShares TIPS Bond ETF
+0.01%
+$327.55 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NOTV Inotiv Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKLB Rocket Lab Corporation
-8.69%
-$87,248 
INTC Intel Corporation
-7.89%
-$49,627.34 
AEVA Aeva Technologies, Inc.
-7.76%
-$15,187.5 
MRVL Marvell Technology, Inc.
-7.21%
-$33,650.72 
MU Micron Technology, Inc.
-6.99%
-$225,649.11 
STX Seagate Technology Holdings plc
-6.75%
-$49,335.99 
EOSE Eos Energy Enterprises Inc.
-6.72%
-$4,120 
SIDU Sidus Space Inc.
-6.09%
-$2,376 
GLW Corning Incorporated
-6.03%
-$14,971.32 
IESC Ies Holdings Inc.
-5.67%
-$26,303.37 
NB NioCorp Developments Ltd.
-5.05%
-$2,326.5 
ASTS AST SpaceMobile, Inc.
-5.04%
-$66,394.4 
AMAT Applied Materials, Inc.
-4.72%
-$18,611.54 
LRCX Lam Research Corporation
-4.56%
-$196,986.54 
MPWR Monolithic Power Systems, Inc.
-4.53%
-$70,877.42 
UBER Uber Technologies, Inc.
-4.31%
-$9,869.31 
AXP American Express Company
-4.3%
-$26,494 
PWR Quanta Services Inc.
-4.28%
-$189,177.09 
SOXQ Invesco PHLX Semiconductor ETF
-4.22%
-$15,763.2 
ORCL Oracle Corporation
-4.21%
-$41,213.06 
VST Vistra Corp
-3.31%
-$12,359.2 
AMD Advanced Micro Devices, Inc.
-3.29%
-$143,764.88 
SMH VanEck Semiconductor ETF
-3.28%
-$35,366.53 
EME EMCOR Group, Inc.
-3.15%
-$9,663.79 
APH Amphenol Corporation
-3.02%
-$47,461.86 
AVGO Broadcom Inc.
-2.69%
-$131,452.88 
ETN Eaton Corporation plc
-2.66%
-$35,203.96 
ARKK ARK Innovation ETF Fund
-2.63%
-$6,485.42 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$89,111.38 
FWD AB Disruptors ETF
-2.43%
-$232,636.79 
QCOM QUALCOMM Incorporated
-2.42%
-$17,748.18 
XNTK SPDR NYSE Technology ETF
-2.37%
-$95,450.63 
LYB LyondellBasell Industries N.V.
-2.27%
-$5,710.6 
PWRD TCW Transform Systems ETF
-2.23%
-$77,668.92 
ADI Analog Devices, Inc.
-2.19%
-$10,633.53 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.09%
-$14,015.4 
MSTR Strategy Inc.
-2.09%
-$29,253 
TSLA Tesla, Inc.
-2.08%
-$203,562.93 
WAT Waters Corporation
-2.02%
-$7,096.15 
HQL Abrdn Life Sciences Investors
-1.94%
-$9,344.58 
TXN Texas Instruments Inc
-1.9%
-$30,653.06 
PFE Pfizer Inc.
-1.88%
-$8,273.88 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.88%
-$4,761.82 
META Meta Platforms Inc Class A
-1.8%
-$53,993.47 
ESGE iShares ESG Aware MSCI EM ETF
-1.79%
-$5,139.18 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$29,693.94 
AKAM Akamai Technologies Inc.
-1.7%
-$4,046 
WMB The Williams Companies, Inc.
-1.66%
-$11,395 
GEV GE Vernova Inc.
-1.59%
-$7,825.41 
CGGO Capital Group Global Growth Equity ETF
-1.49%
-$5,263.39 
ANET Arista Networks, Inc.
-1.48%
-$7,404.09 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$29,997.04 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.33%
-$83,539.55 
JGRO JPMorgan Active Growth ETF
-1.28%
-$2,901.23 
HON Honeywell International Inc.
-1.27%
-$10,419.27 
GS The Goldman Sachs Group, Inc.
-1.25%
-$12,100.52 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$3,450.2 
GILD Gilead Sciences Inc.
-1.18%
-$3,371.25 
XBI SPDR S&P Biotech ETF
-1.15%
-$3,202.5 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$464,724 
AM Antero Midstream Corporation
-1.13%
-$6,099.08 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$271,412.59 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-1.1%
-$19,308.46 
IYW iShares U.S. Technology ETF
-1.03%
-$15,985 
NVDA NVIDIA Corporation
-0.92%
-$130,724.44 
VLO Valero Energy Corporation
-0.9%
-$5,950.58 
CGGR Capital Group Growth ETF
-0.87%
-$103,430.73 
VOT Vanguard Mid-Cap Growth ETF
-0.85%
-$21,472.83 
A Agilent Technologies Inc.
-0.84%
-$5,006.43 
VBK Vanguard Small-Cap Growth ETF
-0.82%
-$27,869.86 
UTES Virtus Reaves Utilities ETF
-0.76%
-$5,570.47 
ILCG iShares Morningstar Growth ETF
-0.75%
-$2,316.72 
NVS Novartis AG Sponsored ADR
-0.72%
-$1,504.04 
QGRW WisdomTree U.S. Quality Growth Fund
-0.72%
-$17,468.04 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$17,620.4 
UNH UnitedHealth Group Incorporated
-0.67%
-$18,079.08 
AMZN Amazon.com Inc
-0.66%
-$76,151.5 
CAT Caterpillar Inc.
-0.65%
-$13,078.31 
SPEM SPDR Portfolio Emerging Markets ETF
-0.63%
-$2,060.16 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.6%
-$2,531.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$13,545.48 
PANW Palo Alto Networks, Inc.
-0.56%
-$18,664.86 
SCHM Schwab U.S. Mid-Cap ETF
-0.54%
-$3,715.64 
VLUE iShares MSCI USA Value Factor ETF
-0.49%
-$5,836.86 
HUBB Hubbell Inc.
-0.47%
-$1,202.25 
CEG Constellation Energy Corporation
-0.45%
-$950 
DELL Dell Technologies Inc.
-0.42%
-$5,394.88 
PLTR Palantir Technologies Inc.
-0.36%
-$2,116.8 
VUG Vanguard Growth ETF
-0.36%
-$9,023.4 
SPHQ Invesco S&P 500 Quality ETF
-0.33%
-$22,684.36 
MS Morgan Stanley
-0.33%
-$5,590.82 
IWM iShares Russell 2000 ETF
-0.32%
-$781.99 
FEX First Trust Large Cap Core Fund A
-0.3%
-$12,281.14 
ET Energy Transfer L.P.
-0.29%
-$2,259.66 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$3,838.27 
UNM Unum Group
-0.27%
-$734.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$626.12 
PAGP Plains GP Holdings, L.P.
-0.23%
-$559.98 
PHK PIMCO High Income Fund
-0.22%
-$131.6 
XLG Invesco S&P 500 Top 50 ETF
-0.22%
-$21,697 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.21%
-$314.5 
FDX FedEx Corporation
-0.21%
-$879.13 
ENFR Alerian Energy Infrastructure ETF
-0.2%
-$5,062.96 
HPI John Hancock Preferred Income Fund
-0.19%
-$703.8 
EPD Enterprise Products Partners L.P.
-0.18%
-$729.61 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$760.56 
QGRO American Century U.S. Quality Growth ETF
-0.13%
-$2,977.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.12%
-$643.92 
CGUS Capital Group Core Equity ETF
-0.11%
-$2,258.75 
IFRA iShares U.S. Infrastructure
-0.11%
-$880.81 
CGBL Capital Group Core Balanced ETF
-0.11%
-$839.24 
PSX Phillips 66
-0.1%
-$237.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$664.23 
BINC iShares Flexible Income Active ETF
-0.1%
-$1,383.75 
CGIC Capital Group International Core Equity ETF
-0.08%
-$3,502.65 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.08%
-$401.76 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$836.64 
NET Cloudflare Inc.
-0.07%
-$390.37 
CMI Cummins Inc.
-0.06%
-$573.81 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.04%
-$164.61 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.04%
-$364.08 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.03%
-$267.3 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$907.5 
NEE NextEra Energy, Inc.
-0.01%
-$147.02 
PSC Principal U.S. Small-Cap ETF
-0.01%
-$44.94 Events
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Dividends
Dividend Analysis
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| Trades 2646 | Longs Won 1795/2646 67% | Profit Factor 7.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $330,357.24 |
| Average Win $105,679.48 | Best Trade (Jul 29) $9.33M | Sharpe Ratio -10.28 |
| Average Loss -$30,971.43 | Worst Trade (Jul 25) -$2.88M | Z-Score 10.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 3d | Expectancy $61,730.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Annmarie Young?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $9.08M, NVIDIA Corporation - $2.84M, iShares Core S&P 500 ETF - $2.15M, iShares Core Dividend Growth ETF - $1.82M, and Vanguard Mid-Cap Value ETF - $1.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Pacer US Small Cap Cash Cows 100 ETF - $2.52M, Invesco S&P MidCap Quality ETF - $1.58M, Inotiv Inc - $996,426.53, Albemarle Corporation - $495,313.16, and Dollar General Corporation - $254,671.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Annmarie Young's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.78M earned over time. The largest contributors to dividend income include Altria Group, Inc - $768,402.04, iShares Core Dividend Growth ETF - $714,675.11, John Hancock Multifactor Mid Cap ETF - $504,316.91, SPDR Bloomberg 3-12 Month T-Bill ETF - $465,841.98, and AT&T Inc - $423,206.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Annmarie Young's monthly returns?
Annmarie Young's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Annmarie Young's strategy be considered aggressive or moderate?
Annmarie Young's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Annmarie Young's strategy?
Annmarie Young's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
