Juho-Tuomas Appel Portfolio
Invests via Obsido Oy | Managed by Juho-Tuomas Appel
Invests via Obsido Oy
Managed by Juho-Tuomas Appel
Automatically Tracked
Finland-based technology entrepreneur and early-stage investor focused on SaaS, marketplaces and developer tools. Juho-Tuomas Appel combines operating experience founding and scaling startups with angel and seed investing, advising portfolio firms on product-market fit, go-to-market and engineering leadership. Active in Nordic venture networks and startup mentorship, with a pragmatic, growth-oriented approach to capital allocation and board-level operational support.
Finland-based technology entrepreneur and early-stage investor focused on SaaS, marketplaces and developer tools. Juho-Tuomas Appel combines operating experience founding and scaling startups with angel and seed investing, advising portfolio firms on product-market fit, go-to-market and engineering leadership. Active in Nordic venture networks and startup mentorship, with a pragmatic, growth-oriented approach to capital allocation and board-level operational support.
Investment Philosophy & Strategy
Targets early-stage SaaS, marketplaces and developer tools with a founder-aligned, hands-on playbook that blends operating experience and technical due diligence. Prefers small to mid-sized seed checks with selective follow-on allocation into companies demonstrating clear product‑market fit and scalable go‑to‑market motion. Investment decisions emphasize engineering leadership, unit-economics visibility and rapid learning cycles; risk is managed through concentrated syndication, active advising and board involvement. Time horizon is long‑term, growth-oriented, and pragmatic—prioritizing portfolio wins where operational support and network access materially accelerate execution.
Targets early-stage SaaS, marketplaces and developer tools with a founder-aligned, hands-on playbook that blends operating experience and technical due diligence. Prefers small to mid-sized seed checks with selective follow-on allocation into companies demonstrating clear product‑market fit and scalable go‑to‑market motion. Investment decisions emphasize engineering leadership, unit-economics visibility and rapid learning cycles; risk is managed through concentrated syndication, active advising and board involvement. Time horizon is long‑term, growth-oriented, and pragmatic—prioritizing portfolio wins where operational support and network access materially accelerate execution.
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:
40.31%
Gain 0%
Monthly
1.75%
Yearly
23.22%
Drawdown
14.73%
$193.33M
Equity
Holdings
$193.33M
Investment
$149.23M
$44.27M
Profit +$1,686.78
Realized
$174,828.32
Unrealized
$44.1M
Dividends
$4.71M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$1,686.78
Win %
87%
This Week
Compared To Last Week
Gain
2.91%
Profit
$5.46M
Win %
87%
This Month
Compared to last month
Gain
3.66%
Profit
$6.83M
Win %
87%
This Year
Compared to last year
Gain
3.34%
Profit
$6.25M
Win %
87%
EWD iShares MSCI Sweden ETF
+0.3%
+$4,198.56 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$16,627.38 
VNQ Vanguard Real Estate ETF
+0.25%
+$8,565 
EWC iShares MSCI Canada ETF
+0.21%
+$6,708.23 
INTF iShares International Equity Factor ETF
+0.07%
+$9,252.39 
SUSL iShares ESG MSCI USA Leaders ETF
+0.04%
+$844.65 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.03%
+$1,728.43 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$1,956.75 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.02%
+$609.33 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$46,072.68 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.35%
-$11,426.56 
IGOV iShares International Treasury Bond ETF
-0.22%
-$913.05 
IEI iShares 3-7 Year Treasury Bond ETF
-0.15%
-$633.06 
LRGF iShares U.S. Equity Factor ETF
-0.15%
-$20,652.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$94,814.84 
VPL Vanguard FTSE Pacific ETF
-0.09%
-$6,993.9 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.02%
-$530.61 
VGK Vanguard FTSE Europe ETF
-0.01%
-$2,570.49 Events
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Dividends
Dividend Analysis
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No Data
| Trades 135 | Longs Won 120/135 88% | Profit Factor 743.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $369,439.39 | Best Trade (Aug 15) $13.9M | Sharpe Ratio -14.55 |
| Average Loss -$3,977.47 | Worst Trade (Aug 15) -$33,456.03 | Z-Score 33.11 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $327,948.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF | 60,933 | $2.89M | $3.26M | - | $371,684.46 | 12.86% | +0.019% |
| EWC iShares MSCI Canada ETF | 51,601 | $2.16M | $3.21M | - | $1.05M | 48.82% | +0.209% |
| EWD iShares MSCI Sweden ETF | 26,241 | $1.02M | $1.39M | - | $363,940.04 | 35.53% | +0.303% |
| IBND SPDR Bloomberg International Corporate Bond ETF | 172,843 | $5.11M | $5.39M | - | $275,897.44 | 5.4% | +0.032% |
| IEI iShares 3-7 Year Treasury Bond ETF | 3,517 | $406,898.42 | $410,047.03 | - | $3,148.61 | 0.77% | -0.154% |
| IGOV iShares International Treasury Bond ETF | 10,145 | $391,161.03 | $417,974 | - | $26,812.97 | 6.85% | -0.218% |
| INTF iShares International Equity Factor ETF | 308,413 | $9.32M | $13.35M | - | $4.03M | 43.19% | +0.069% |
| LEMB iShares J.P. Morgan EM Local Currency Bond ETF | 53,050 | $1.94M | $2.28M | - | $345,305.87 | 17.81% | -0.023% |
| LRGF iShares U.S. Equity Factor ETF | 172,107 | $10.69M | $13.64M | - | $2.95M | 27.59% | -0.151% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 32,060 | $1.37M | $1.35M | - | -$10,245.96 | -0.75% | 0.0 |
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | 53,176 | $2.65M | $2.67M | - | $22,367.97 | 0.85% | 0.0 |
| SUSL iShares ESG MSCI USA Leaders ETF | 13,849 | $1.47M | $1.92M | - | $455,900.69 | 31.05% | +0.044% |
| VBR VANGUARD SMALL-CAP VALUE ETF | 25,193 | $5.04M | $6.34M | - | $1.3M | 25.76% | +0.263% |
| VGK Vanguard FTSE Europe ETF | 257,049 | $16.97M | $23.74M | - | $6.77M | 39.92% | -0.011% |
| VNQ Vanguard Real Estate ETF | 34,260 | $3.06M | $3.39M | - | $326,576.02 | 10.67% | +0.254% |
| VNQI Vanguard Global ex-US Real Estate Index Fund | 71,416 | $2.94M | $3.25M | - | $309,854.33 | 10.54% | -0.35% |
| VPL Vanguard FTSE Pacific ETF | 69,939 | $5.09M | $8.14M | - | $3.05M | 59.78% | -0.086% |
| VSS Vanguard FTSE All-World ex-US Small-Cap ETF | 39,135 | $4.67M | $6.26M | - | $1.59M | 34.03% | +0.031% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 210,709 | $62.79M | $80.88M | - | $18.09M | 28.82% | -0.117% |
| VWO Vanguard FTSE Emerging Markets ETF | 200,316 | $9.26M | $12.04M | - | $2.78M | 29.97% | -0.381% |
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FAQ
Which stocks have generated the highest profits for Juho-Tuomas Appel?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $1.03M, Vanguard FTSE Europe ETF - $967,261.35, iShares International Equity Factor ETF - $506,496.06, Vanguard FTSE Pacific ETF - $327,421.53, and Vanguard FTSE Emerging Markets ETF - $264,642.19. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Juho-Tuomas Appel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.71M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $1.03M, Vanguard FTSE Europe ETF - $950,633.43, iShares International Equity Factor ETF - $506,496.06, Vanguard FTSE Emerging Markets ETF - $264,642.19, and Vanguard FTSE Pacific ETF - $244,232.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Juho-Tuomas Appel's monthly returns?
Juho-Tuomas Appel's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Juho-Tuomas Appel's strategy be considered aggressive or moderate?
Juho-Tuomas Appel'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 Juho-Tuomas Appel's strategy?
Juho-Tuomas Appel's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
