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Youngs Advisory Group, Inc. - John Youngs
Youngs Advisory Group, Inc. a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
32 Followers
Portfolio Gain
+88.57%
Since Jan 2016
Sharpe Ratio
1.63
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$227.87M
John Youngs manages more assets than 10% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+10.35%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
82.27% General
6.58% Basic Materials
5.55% Technology
2.47% Financial
1.22% Communication Services
1.09% Consumer Cyclical
0.27% Industrial Goods
0.24% Healthcare
0.21% Energy
0.00% Utilities
0.00% Consumer Defensive
A breakdown of Youngs Advisory Group, Inc.'s portfolio by sector
Youngs Advisory Group, Inc. Portfolio Activity
Invesco S&P 500 Equal Weight ETF
Added
General
$164.25
($158.83-$169.67)
+2.95%
+2.69%
19.28M
8.46%
Vanguard Value ETF
Reduced
General
$158.97
($154.12-$163.81)
+3.02%
-58.61%
640.03K
0.28%
Consumer Discretionary Select Sector SPDR Fund
New
General
$176.81
($168.90-$184.71)
+3.63%
+100.00%
250.62K
0.11%
Technology Select Sector SPDR Fund
Added
General
$212.31
($192.04-$232.59)
-0.46%
+3.41%
21.17M
9.29%
Jacobs Solutions
Not Changed
Industrial Goods
$143.17
($133.14-$153.20)
+8.28%
0.00%
260.14K
0.11%
Energy Transfer
Added
Energy
$15.68
($14.96-$16.40)
+1.11%
+0.74%
468.69K
0.21%
Schwab US Dividend Equity ETF
Added
General
$78.16
($75.53-$80.79)
+3.50%
+10.86%
531.96K
0.23%
Meta Platforms
Reduced
Communication Services
$472.99
($414.50-$531.49)
-3.08%
-2.55%
481.02K
0.21%
Walt Disney
Reduced
Communication Services
$111.03
($98.38-$123.69)
-7.99%
-0.98%
699.00K
0.31%
Vanguard FTSE Europe ETF
Reduced
General
$67.45
($64.22-$70.67)
+1.89%
-1.05%
16.77M
7.36%
See a list of Youngs Advisory Group, Inc.'s holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Youngs Advisory Group, Inc.'s performance with other Hedge Funds and the S&P 500
Youngs Advisory Group, Inc. activity FAQ
What is Youngs Advisory Group, Inc.’s portfolio gain since Jun 2013?
Youngs Advisory Group, Inc.’s portfolio gain since Jun 2013 was 88.57%.
What is Youngs Advisory Group, Inc.’s Sharpe Ratio?
Youngs Advisory Group, Inc.’s Sharpe Ratio is 1.63.
What is Youngs Advisory Group, Inc.’s portfolio value?
Youngs Advisory Group, Inc.’s portfolio value is $227.87M.
What is Youngs Advisory Group, Inc.’s average return since the fund’s last 13F filing?
Youngs Advisory Group, Inc.’s average return since the fund’s last 13F filing is 2.21%.
What was Youngs Advisory Group, Inc.’s average return in the last 12 months?
Youngs Advisory Group, Inc.’s average return in the last 12 months was 12.15%.
What was Youngs Advisory Group, Inc.’s average return in the last 3 years?
Youngs Advisory Group, Inc.’s average return in the last 3 years was 10.35%.
When was the most recent most recent 13F form submitted by Youngs Advisory Group, Inc.?
Youngs Advisory Group, Inc.'s most recent 13F form was submitted on Jun 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is John Youngs Net Worth?
John Youngs is Managing Youngs Advisory Group, Inc. which has a net worth of $227.87M.
TipRanks & Hedge Funds: TipRanks measures the performance of John Youngs and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.