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:
63.03%
Gain -0.76%
Monthly
1.39%
Yearly
18.03%
Drawdown
22.82%
$794.46M
Equity
Holdings
$794.46M
Investment
$646.3M
$205.45M
Profit -$4.74M
Realized
$57.29M
Unrealized
$148.16M
Dividends
$20.26M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$4.74M
Win %
73%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$7.79M
Win %
73%
This Month
Compared to last month
Gain
-0.81%
Profit
-$6.45M
Win %
73%
This Year
Compared to last year
Gain
0.75%
Profit
$5.97M
Win %
73%
IESC Ies Holdings Inc.
+30.27%
+$124,387 
AMZN Amazon.com Inc
+15.32%
+$1.78M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$122,812.28 
ETN Eaton Corporation plc
+7.32%
+$91,073.27 
GOOG Alphabet Inc
+6.88%
+$182,450.71 
GOOGL Alphabet Inc
+6.73%
+$479,689.56 
AEVA Aeva Technologies, Inc.
+6.56%
+$14,688 
ANET Arista Networks, Inc.
+5.46%
+$26,497.22 
FTNT Fortinet Inc.
+4.99%
+$14,468.3 
APO Apollo Global Management, Inc.
+4.44%
+$10,445.04 
LBRT Liberty Energy Inc.
+4.23%
+$5,880.12 
TWLO Twilio Inc.
+3.36%
+$8,281.73 
TT Trane Technologies plc
+3.33%
+$48,748.44 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$18,422.28 
META Meta Platforms Inc Class A
+3.28%
+$80,497 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$33,659.52 
MSFT Microsoft Corp.
+3.02%
+$458,203.7 
NVDA NVIDIA Corporation
+2.93%
+$379,378.58 
CVX Chevron Corporation
+2.35%
+$33,529.36 
MRVL Marvell Technology, Inc.
+2.32%
+$8,456.1 
FAST Fastenal Co.
+2.25%
+$18,985.05 
GLW Corning Incorporated
+2.24%
+$3,669.33 
EOG EOG Resources, Inc.
+2.19%
+$15,508.91 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$108,491.67 
CSCO Cisco Systems, Inc.
+2.14%
+$46,787.22 
LNG Cheniere Energy Inc.
+2.13%
+$5,069.21 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$5,834.58 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,792.01 
AM Antero Midstream Corporation
+1.95%
+$9,852.36 
LHX L3Harris Technologies, Inc.
+1.9%
+$7,874.17 
PANW Palo Alto Networks, Inc.
+1.89%
+$63,265.05 
CRM Salesforce Inc
+1.83%
+$40,130.37 
ZBRA Zebra Technologies Corporation
+1.82%
+$22,018.5 
ORCL Oracle Corporation
+1.81%
+$19,835.97 
EQRR ProShares Equities for Rising Rates ETF
+1.75%
+$13,656.53 
VTR Ventas Inc.
+1.73%
+$7,406.22 
ZTS Zoetis Inc.
+1.66%
+$11,128.33 
KMI Kinder Morgan, Inc.
+1.64%
+$6,929.52 
ACN Accenture plc Class A
+1.61%
+$18,549.46 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$110,378.71 
LMT Lockheed Martin Corporation
+1.5%
+$18,123 
AIFD TCW Artificial Intelligence ETF
+1.48%
+$8,905.86 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,923.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$34,471.68 
PH Parker-Hannifin Corporation
+1.43%
+$41,316.33 
PWR Quanta Services Inc.
+1.43%
+$62,011.25 
GE General Electric Company
+1.42%
+$8,621.42 
PWRD TCW Transform Systems ETF
+1.38%
+$48,152.79 
OWL Blue Owl Capital Inc.
+1.38%
+$2,424.24 
CGUS Capital Group Core Equity ETF
+1.29%
+$28,714.89 
AKAM Akamai Technologies Inc.
+1.26%
+$2,892.89 
FWD AB Disruptors ETF
+1.2%
+$122,315.59 
WFC Wells Fargo & Company
+1.19%
+$8,257.92 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$2,318.85 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,497.16 
AMAT Applied Materials, Inc.
+1.18%
+$3,551.81 
IOO iShares Global 100 ETF
+1.15%
+$13,998.95 
ITW Illinois Tool Works Inc.
+1.15%
+$5,473 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$58,195.1 
VUG Vanguard Growth ETF
+1.1%
+$28,245.96 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$111,158.4 
NOW ServiceNow, Inc.
+1.05%
+$7,702.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$92,246.65 
ILCG iShares Morningstar Growth ETF
+1.01%
+$3,088.96 
XLE Energy Select Sector SPDR Fund
+1%
+$3,317.57 
URI United Rentals, Inc.
+0.99%
+$9,907.17 
OEF iShares S&P 100 ETF
+0.95%
+$3,065.55 
ASTS AST SpaceMobile, Inc.
+0.92%
+$13,643.1 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$2,562.92 
FLS Flowserve Corporation
+0.89%
+$2,877.65 
WMB The Williams Companies, Inc.
+0.89%
+$5,680.08 
MGC Vanguard Mega Cap ETF
+0.87%
+$2,034.31 
IBM International Business Machines Corporation
+0.86%
+$3,203.04 
GEV GE Vernova Inc.
+0.85%
+$3,531.75 
MCD McDonald's Corporation
+0.82%
+$13,989.86 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$3,999.6 
EMR Emerson Electric Co.
+0.79%
+$7,994.57 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$3,270.63 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$21,489.93 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,558.4 
TSLA Tesla, Inc.
+0.76%
+$32,400.17 
VNT Vontier Corporation
+0.75%
+$4,426.8 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$1,827.21 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$12,804.89 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$1,100.75 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,135.38 
VIS Vanguard Industrials ETF
+0.72%
+$3,333.29 
VOO Vanguard S&P 500 ETF
+0.71%
+$159,798.12 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$23,074.55 
CAT Caterpillar Inc.
+0.7%
+$12,666.76 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,895.85 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$122,579.74 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$291,578.12 
IVV iShares Core S&P 500 ETF
+0.69%
+$79,749.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$6,646.35 
PLTR Palantir Technologies Inc.
+0.65%
+$3,724.79 
BLDR Builders FirstSource, Inc.
+0.65%
+$2,252.76 
CGGR Capital Group Growth ETF
+0.65%
+$81,388.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$149,019.72 
CGDV Capital Group Dividend Value ETF
+0.63%
+$106,848.63 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,260 
HEI Heico Corporation
+0.62%
+$1,697.23 
JGRO JPMorgan Active Growth ETF
+0.61%
+$1,365.28 
ET Energy Transfer L.P.
+0.59%
+$4,300.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,875.89 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$2,247.25 
MO Altria Group, Inc.
+0.57%
+$24,256.44 
APH Amphenol Corporation
+0.55%
+$8,823.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,995.78 
STX Seagate Technology Holdings plc
+0.52%
+$3,560.01 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$3,738.38 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$6,865.98 
BMO Bank of Montreal
+0.47%
+$1,225.08 
NSC Norfolk Southern Corporation
+0.46%
+$1,382.62 
IYW iShares U.S. Technology ETF
+0.46%
+$1,276.54 
HPI John Hancock Preferred Income Fund
+0.44%
+$1,642.22 
CSX CSX Corporation
+0.42%
+$1,169.91 
RKLB Rocket Lab Corporation
+0.42%
+$5,359.5 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$27,409.5 
PFE Pfizer Inc.
+0.4%
+$1,523.6 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$1,932.3 
RTX RTX Corporation
+0.39%
+$7,477.68 
VLO Valero Energy Corporation
+0.38%
+$2,863.14 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$2,363.09 
AVGO Broadcom Inc.
+0.37%
+$17,565.12 
PG Procter & Gamble Co
+0.37%
+$16,882.09 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11,146.98 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,881.76 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,332.53 
BAC Bank of America Corporation
+0.36%
+$9,637.32 
SFLO VS Small Cap Free Cash Flow ETF
+0.33%
+$2,253.71 
SFL SFL Corporation Ltd.
+0.33%
+$448.16 
XNTK SPDR NYSE Technology ETF
+0.33%
+$10,422.58 
GD General Dynamics Corporation
+0.32%
+$2,182.58 
MRK Merck & Co., Inc.
+0.32%
+$2,813.49 
FTGS First Trust Growth Strength ETF
+0.31%
+$39,563.28 
SMH VanEck Semiconductor ETF
+0.3%
+$3,308.92 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$4,825.71 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$492.01 
JPM JPMorgan Chase & Co.
+0.27%
+$19,214.54 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$55,303.2 
DIVB iShares Core Dividend ETF
+0.26%
+$1,505.01 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$608.71 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$10,215.12 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$2,268.62 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,363.78 
SO The Southern Company
+0.21%
+$2,127 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$5,283.02 
JNJ Johnson & Johnson
+0.21%
+$7,051.12 
ADI Analog Devices, Inc.
+0.2%
+$853.21 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$483.6 
CMI Cummins Inc.
+0.19%
+$1,806.86 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,548.09 
USB U.S. Bancorp
+0.17%
+$3,802.31 
T AT&T Inc.
+0.17%
+$5,129.52 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$5,361.05 
MS Morgan Stanley
+0.17%
+$2,833.94 
CB Chubb Limited
+0.15%
+$605.79 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$499.21 
DELL Dell Technologies Inc.
+0.14%
+$1,446.48 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.13%
+$2,283.6 
MMM 3M Company
+0.12%
+$463.03 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$8,489.85 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,295.6 
C Citigroup Inc.
+0.1%
+$1,555.07 
NUE Nucor Corporation
+0.1%
+$301.5 
WM Waste Management, Inc.
+0.1%
+$332.86 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$347.58 
WMT Walmart Inc.
+0.09%
+$1,319.63 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$276.26 
ABT Abbott Laboratories
+0.09%
+$1,127.61 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$4,896.34 
AEP American Electric Power Company, Inc.
+0.06%
+$181.58 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$154.82 
IBHG iShares iBonds 2027 High Yield Income
+0.04%
+$96.4 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$143.2 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$182.86 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$291.61 
HDV iShares Core High Dividend ETF
+0.04%
+$80.45 
BF-A Brown-Forman Corporation
+0.03%
+$99.92 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3,301.6 
DIS The Walt Disney Company
+0.03%
+$481.14 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$160.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$201.18 
FEX First Trust Large Cap Core Fund A
+0.01%
+$377.05 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
OBIL US Treasury 12 Month Bill Mutual Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
SYFI AB Short Duration High Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PHK PIMCO High Income Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.71M 
SYK Stryker Corporation
-6.42%
-$30,561.12 
EOSE Eos Energy Enterprises Inc.
-6.37%
-$3,709.9 
LIN Linde plc
-5.95%
-$62,607.96 
MU Micron Technology, Inc.
-5.9%
-$100,420.24 
MSTR Strategy Inc.
-4.56%
-$70,311.9 
SIDU Sidus Space Inc.
-4.35%
-$2,024 
CAG Conagra Brands Inc.
-3.46%
-$5,265 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$122,023.8 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$6,361.13 
CI The Cigna Group
-2.99%
-$13,948.22 
XBI SPDR S&P Biotech ETF
-2.94%
-$8,143.53 
QCOM QUALCOMM Incorporated
-2.63%
-$18,134.6 
ABBV AbbVie Inc.
-2.51%
-$63,380.12 
ICE Intercontinental Exchange, Inc.
-2.42%
-$13,469.66 
VAW Vanguard Materials ETF
-2.38%
-$9,388.47 
YUM Yum! Brands, Inc.
-2.37%
-$7,484.64 
ARKK ARK Innovation ETF Fund
-2.28%
-$5,657.28 
BA Boeing Company
-2.15%
-$10,181.62 
CBRS Cerebras Systems Inc.
-2.15%
-$6,910.6 
SLV iShares Silver Trust
-2.13%
-$4,361.64 
KHC The Kraft Heinz Company
-2.01%
-$7,105.18 
NFLX Netflix, Inc.
-2%
-$5,556.76 
AMD Advanced Micro Devices, Inc.
-1.9%
-$49,018.31 
HQL Abrdn Life Sciences Investors
-1.75%
-$8,585.34 
UNH UnitedHealth Group Incorporated
-1.68%
-$16,550.89 
PII Polaris Inc.
-1.63%
-$7,165.04 
LRCX Lam Research Corporation
-1.58%
-$61,527.84 
NET Cloudflare Inc.
-1.56%
-$10,125.36 
GLD SPDR Gold Shares
-1.49%
-$9,435.96 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$150,561.18 
OPPJ WisdomTree Japan Opportunities Fund
-1.46%
-$15,784.94 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,048 
LUV Southwest Airlines Co.
-1.38%
-$2,957.85 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$44,655.48 
MPT Medical Properties Trust, Inc.
-1.28%
-$5,033.28 
F Ford Motor Company
-1.21%
-$28,884.6 
TJX The TJX Companies, Inc.
-1.21%
-$8,401.88 
AIZ Assurant Inc.
-1.16%
-$5,307.19 
SHW The Sherwin-Williams Company
-1.16%
-$2,338.13 
NEE NextEra Energy, Inc.
-1.15%
-$15,489.36 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$13,256.07 
TXN Texas Instruments Inc
-1.08%
-$15,646.72 
LOW Lowe's Companies Inc.
-1.08%
-$5,264.13 
NB NioCorp Developments Ltd.
-1.05%
-$475.87 
CTAS Cintas Corporation
-1.04%
-$8,026.52 
INTC Intel Corporation
-1.02%
-$5,980.83 
KO The Coca-Cola Company
-1.02%
-$15,753.6 
UPS United Parcel Service, Inc.
-1%
-$6,228.6 
XOM Exxon Mobil Corporation
-0.97%
-$41,002.47 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,525.4 
FNF Fidelity National Financial, Inc.
-0.9%
-$2,759.38 
PGR Progressive Corporation
-0.87%
-$3,723.72 
GILD Gilead Sciences Inc.
-0.81%
-$2,327.23 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$4,498.11 
WAT Waters Corporation
-0.79%
-$2,738.83 
HUM Humana Inc.
-0.76%
-$1,988.01 
VHT Vanguard Health Care ETF
-0.76%
-$3,704.2 
UNM Unum Group
-0.76%
-$2,108.04 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$5,313.09 
CVS CVS Health Corporation
-0.75%
-$1,760.91 
MA Mastercard Incorporated
-0.74%
-$4,271.25 
BLK BlackRock, Inc.
-0.73%
-$5,913.17 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,989.51 
EVTR Eaton Vance Total Return Fund
-0.7%
-$6,871.55 
DUK Duke Energy Corporation
-0.67%
-$3,675.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,459.79 
CGCB Capital Group Core Bond ETF
-0.66%
-$15,960.62 
WPC W. P. Carey Inc.
-0.65%
-$2,350.57 
AMGN Amgen Inc.
-0.64%
-$14,024.46 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$5,325.79 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$24,891.3 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,430.23 
ILOW AB International Low Volatility Equity ETF
-0.62%
-$60,634.09 
EME EMCOR Group, Inc.
-0.62%
-$1,980.94 
PM Philip Morris International Inc.
-0.61%
-$4,198.4 
ACGL Arch Capital Group Ltd
-0.6%
-$3,656.34 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,452.23 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$4,112.65 
VNQ Vanguard Real Estate ETF
-0.54%
-$4,389.12 
LLY Eli Lilly and Company
-0.53%
-$17,599.23 
CGIC Capital Group International Core Equity ETF
-0.53%
-$28,382.96 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$44,931.71 
FTCS First Trust Capital Strength ETF
-0.51%
-$23,976.12 
IWM iShares Russell 2000 ETF
-0.47%
-$1,181.49 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$31,829.6 
AVDE Avantis International Equity ETF
-0.46%
-$2,524.62 
PEP PepsiCo, Inc.
-0.46%
-$3,500.8 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$12,864 
DVY iShares Select Dividend ETF
-0.45%
-$1,715.71 
IDEQ Lazard International Dynamic Equity ETF
-0.43%
-$2,521.65 
LAMR Lamar Advertising Company
-0.43%
-$1,159.17 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$11,216.41 
HD The Home Depot, Inc.
-0.42%
-$8,937.83 
MELI MercadoLibre, Inc.
-0.41%
-$5,687.2 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$5,014.46 
MBB iShares MBS ETF
-0.4%
-$1,612.09 
VGT Vanguard Information Technology ETF
-0.38%
-$758.09 
AXP American Express Company
-0.38%
-$2,326.62 
FDX FedEx Corporation
-0.37%
-$1,680.15 
MDT Medtronic plc
-0.37%
-$1,973.76 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,321.11 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.37%
-$2,350.19 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$1,835.39 
TMUS T-Mobile US, Inc.
-0.36%
-$1,849.65 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$3,301.23 
CL Colgate-Palmolive Company
-0.33%
-$2,697.6 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$886.34 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$909.05 
VST Vistra Corp
-0.29%
-$985.13 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$1,213.95 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,136.96 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$34,434.75 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$827.58 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$9,051.06 
VTV Vanguard Value ETF
-0.27%
-$3,354.09 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.26%
-$1,392.46 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$13,841.19 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,422.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$837.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$994.84 
VCRB Vanguard Core Bond ETF
-0.25%
-$5,789.02 
BX Blackstone Inc.
-0.25%
-$2,913.02 
A Agilent Technologies Inc.
-0.24%
-$1,489.92 
HUBB Hubbell Inc.
-0.24%
-$598.51 
COST Costco Wholesale Corporation
-0.24%
-$2,200.17 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$9,009.89 
VB Vanguard Small-Cap ETF
-0.22%
-$975.45 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$2,024.19 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$4,432.96 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,042.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$534.42 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$820.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$6,099.36 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$5,728.26 
EPD Enterprise Products Partners L.P.
-0.18%
-$729.62 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$476.56 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$6,860.25 
NTRS Northern Trust Corporation
-0.17%
-$388.15 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$15,672.55 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$7,813.41 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$337.3 
FITB Fifth Third Bancorp
-0.16%
-$1,168.74 
FLXR TCW Flexible Income ETF
-0.15%
-$8,508.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$642.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,202.08 
TIP iShares TIPS Bond ETF
-0.1%
-$286.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$238.2 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.09%
-$200.03 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$307.12 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1,024.24 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$787.68 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,231.89 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$511.54 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$357.12 
UTWO U.S. Treasury 2-Year Note ETF
-0.07%
-$894.94 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$224.35 
CGBL Capital Group Core Balanced ETF
-0.05%
-$419.62 
VO Vanguard Mid-Cap ETF
-0.05%
-$647.36 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$142.41 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$171.15 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$88.7 
V Visa Inc. Class A
-0.04%
-$737.19 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$131.92 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,818.75 
UBER Uber Technologies, Inc.
-0.01%
-$81.61 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$2,698.87 Events
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Dividends
Dividend Analysis
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| Trades 2958 | Longs Won 2111/2958 71% | Profit Factor 8.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,096.84 |
| Average Win $109,962.58 | Best Trade (Sep 14) $8.81M | Sharpe Ratio -10.17 |
| Average Loss -$31,500.16 | Worst Trade (Aug 19) -$2.87M | Z-Score 8.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $69,455.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4,382 | $590,222.11 | $606,337.34 | - | $16,115.23 | 2.73% | -0.245% |
| AAPL Apple Inc. | 69,821 | $12.92M | $21.57M | - | $8.65M | 66.96% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 4,545 | $362,379.63 | $503,222.4 | - | $140,842.77 | 38.87% | +0.801% |
| ABBV AbbVie Inc. | 9,796 | $1.75M | $2.46M | - | $712,756.72 | 40.84% | -2.513% |
| ABT Abbott Laboratories | 12,529 | $1.64M | $1.32M | - | -$318,629.31 | -19.39% | +0.085% |
| ACGL Arch Capital Group Ltd | 5,994 | $581,777 | $602,576.82 | - | $20,799.82 | 3.58% | -0.603% |
| ACN Accenture plc Class A | 7,053 | $1.74M | $1.17M | - | -$568,426.09 | -32.69% | +1.611% |
| ADI Analog Devices, Inc. | 1,153 | $216,600.76 | $423,623.73 | - | $207,022.97 | 95.58% | +0.202% |
| AEP American Electric Power Company, Inc. | 2,594 | $292,054.22 | $331,642.9 | - | $39,588.68 | 13.56% | +0.055% |
| AEVA Aeva Technologies, Inc. | 13,600 | $201,538 | $238,544 | - | $37,006 | 18.36% | +6.561% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,350 | $327,044.42 | $326,189.5 | - | -$854.92 | -0.26% | -0.256% |
| AIFD TCW Artificial Intelligence ETF | 12,421 | $688,519 | $608,877.42 | - | -$79,641.58 | -11.57% | +1.484% |
| AIZ Assurant Inc. | 1,623 | $435,807 | $453,125.37 | - | $17,318.37 | 3.97% | -1.158% |
| AKAM Akamai Technologies Inc. | 2,023 | $232,341 | $233,009.14 | - | $668.14 | 0.29% | +1.257% |
| AM Antero Midstream Corporation | 23,458 | $456,023.6 | $515,372.26 | - | $59,348.66 | 13.01% | +1.949% |
| AMAT Applied Materials, Inc. | 602 | $205,759.48 | $305,617.35 | - | $99,857.87 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,305 | $866,737.85 | $2.53M | - | $1.66M | 191.43% | -1.904% |
| AMGN Amgen Inc. | 5,655 | $1.67M | $2.18M | - | $509,196.68 | 30.51% | -0.64% |
| AMZN Amazon.com Inc | 49,463 | $7.46M | $13.43M | - | $5.97M | 80.06% | +15.321% |
| ANET Arista Networks, Inc. | 2,840 | $412,437.69 | $512,194.03 | - | $99,756.34 | 24.19% | +5.456% |
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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 - $9.23M, Tesla, Inc - $4.22M, NVIDIA Corporation - $3M, iShares Core Dividend Growth ETF - $2.69M, and iShares Core S&P 500 ETF - $2.61M. 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: Invesco S&P MidCap Quality ETF - $1.58M, Inotiv Inc - $1.09M, Pacer US Small Cap Cash Cows 100 ETF - $580,953.68, Albemarle Corporation - $495,251.92, and lululemon athletica inc - $413,798.86. 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 $20.26M earned over time. The largest contributors to dividend income include Altria Group, Inc - $707,369.36, iShares Core Dividend Growth ETF - $627,669.6, John Hancock Multifactor Mid Cap ETF - $504,316.91, SPDR Bloomberg 3-12 Month T-Bill ETF - $471,561.92, and AT&T Inc - $458,792.56. 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.
