Long-term investor

Richard C. Young & Co., Ltd. @richardcyoungcoltd

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001387304).

Record

  • Tracked since 2025-06-30 (431 days), 73 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.2% · 6 months +12.7% · 1 year +23.3% · all +23.3%
  • Max drawdown 0.0% · Sharpe 2.21 · win rate 14% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MU · 5.5% · long · since 2025-09-30
  • DELL · 5.2% · long · since 2025-06-30
  • CAT · 3.9% · long · since 2025-06-30
  • 98149E204 · 3.7% · long · since 2025-06-30
  • AVGO · 3.6% · long · since 2025-06-30
  • GOOGL · 3.4% · long · since 2025-06-30
  • GLD · 3.2% · long · since 2025-06-30
  • STRL · 3.1% · long · since 2025-09-30
  • NVDA · 2.8% · long · since 2025-06-30
  • AMZN · 2.6% · long · since 2025-06-30
  • VRT · 2.5% · long · since 2025-09-30
  • SLV · 2.3% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.