YZ
Yuan Zijia Portfolio
Invests via Pinnacle Investment Management Ltd. | Managed by Yuan Zijia
Invests via Pinnacle Investment Management Ltd.
Managed by Yuan Zijia
Automatically Tracked
Asia-focused growth investor and entrepreneur with experience in technology and consumer internet investments, active across seed and early growth stages. Yuan Zijia has led sourcing and due diligence for platform and SaaS deals, worked with founders on go-to-market and scaling in China and Southeast Asia, and is known for sector-driven thesis investing and board-level operational support. Background includes finance and technology operating roles.
Asia-focused growth investor and entrepreneur with experience in technology and consumer internet investments, active across seed and early growth stages. Yuan Zijia has led sourcing and due diligence for platform and SaaS deals, worked with founders on go-to-market and scaling in China and Southeast Asia, and is known for sector-driven thesis investing and board-level operational support. Background includes finance and technology operating roles.
Investment Philosophy & Strategy
Asia-focused growth investor prioritising seed and early-growth technology and consumer internet companies, with a thesis-driven approach targeting platform, SaaS, and marketplace models. Combines sector research with hands-on GTM and scaling support, preferring founders demonstrating product-market fit and measurable unit economics. Capital allocation favors concentrated, active stakes with 3–7 year horizons, disciplined stage sizing, and board-level engagement to de-risk execution and accelerate regional expansion.
Asia-focused growth investor prioritising seed and early-growth technology and consumer internet companies, with a thesis-driven approach targeting platform, SaaS, and marketplace models. Combines sector research with hands-on GTM and scaling support, preferring founders demonstrating product-market fit and measurable unit economics. Capital allocation favors concentrated, active stakes with 3–7 year horizons, disciplined stage sizing, and board-level engagement to de-risk execution and accelerate regional expansion.
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:
38.9%
Gain -0.02%
Monthly
1.73%
Yearly
22.89%
Drawdown
21.21%
$35.44M
Equity
Holdings
$35.44M
Investment
$26.52M
$406,402.67
Profit +$5,409.01
Realized
-$8.51M
Unrealized
$8.92M
Dividends
$707,427.87
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
$5,409.01
Win %
66%
This Week
Compared To Last Week
Gain
0.27%
Profit
$95,896.1
Win %
66%
This Month
Compared to last month
Gain
0.27%
Profit
$95,896.1
Win %
66%
This Year
Compared to last year
Gain
19.81%
Profit
$5.86M
Win %
66%
Events
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Dividends
Dividend Analysis
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| Trades 46 | Longs Won 20/46 43% | Profit Factor 1.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $611,122.66 | Best Trade (Aug 02) $6.44M | Sharpe Ratio -32.18 |
| Average Loss -$454,463.48 | Worst Trade (Mar 31) -$4.05M | Z-Score 1.18 (76.24%) |
| Commissions $0 | Avg. Trade Length 5m 1w 1d | Expectancy $8,834.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 43.78% | 56.14% | 64.93% | 71.99% | 77.99% | 83.26% | 87.99% | 92.31% | 96.29% |
| Consecutive Losing Trades | 78 | 70 | 62 | 55 | 47 | 39 | 31 | 23 | 16 | 8 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 DECK Deckers Outdoor Corporation | 20,000 | $2.03M | $1.94M | - | -$89,800 | -4.43% | -2.819% |
 GOOG Alphabet Inc | 13,500 | $2.39M | $4.81M | - | $2.42M | 101.05% | +6.884% |
 KO The Coca-Cola Company | 302,905 | $20.09M | $26.53M | - | $6.44M | 32.07% | -1.017% |
 META Meta Platforms Inc Class A | 1,000 | $738,090 | $556,710.02 | - | -$181,379.98 | -24.57% | +3.28% |
 NVDA NVIDIA Corporation | 2,800 | $389,084.5 | $562,100 | - | $173,015.5 | 44.47% | +2.928% |
 QQQ Invesco QQQ Trust, Series 1 | 700 | $386,148 | $481,592.99 | - | $95,444.99 | 24.72% | +0.65% |
 TLT iShares 20+ Year Treasury Bond ETF | 4,500 | $409,635 | $370,125 | - | -$39,510 | -9.65% | -0.664% |
 TSMWF Taiwan Semiconductor Manufacturing Company Limited | 5,000 | $86,201.05 | $86,201.05 | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Yuan Zijia?
The largest contributions to the portfolio's profits come from the following stocks: The Coca-Cola Company - $672,960.85, Alphabet Inc - $498,207.74, Uber Technologies, Inc - $93,400, Visa Inc. Class A - $70,020, and Pinterest, Inc. Class A - $60,000. 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: Amazon.com Inc - $4.12M, Microsoft Corp - $2.37M, Marvell Technology, Inc - $976,400, Elf Beauty Inc - $547,200, and Meta Platforms Inc Class A - $319,892.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yuan Zijia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $707,427.87 earned over time. The largest contributors to dividend income include The Coca-Cola Company - $485,760.85, iShares 20+ Year Treasury Bond ETF - $97,006.22, Microsoft Corp - $43,450.5, Alphabet Inc - $29,010.8, and Meta Platforms Inc Class A - $27,562.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yuan Zijia's monthly returns?
Yuan Zijia'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 Yuan Zijia's strategy be considered aggressive or moderate?
Yuan Zijia's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Yuan Zijia's strategy?
Yuan Zijia'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.
