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 (464 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days -8.4% · 6 months +21.5% · 1 year +32.8% · all +32.8%
- Max drawdown n/a · data quality Good
- 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