FY
Fred Yeo Portfolio
Invests via Genus Capital Management Inc. | Managed by Fred Yeo
Invests via Genus Capital Management Inc.
Managed by Fred Yeo
Automatically Tracked
Fred Yeo Profile
With a career rooted in innovative entrepreneurship, Fred Yeo has established himself as a dynamic figure within the technology sector. His impressive track record includes founding multiple startups that have successfully introduced cutting-edge solutions to market challenges. Fred's ability to navigate complex business landscapes and his keen insight into consumer needs have positioned him as an influential leader among emerging tech ventures. Beyond being a founder, he actively collaborates with industry stakeholders, forging partnerships that amplify growth and market penetration. His contributions extend beyond individual businesses; they embody a commitment to advancing technological capabilities within the ecosystem.
With a career rooted in innovative entrepreneurship, Fred Yeo has established himself as a dynamic figure within the technology sector. His impressive track record includes founding multiple startups that have successfully introduced cutting-edge solutions to market challenges. Fred's ability to navigate complex business landscapes and his keen insight into consumer needs have positioned him as an influential leader among emerging tech ventures. Beyond being a founder, he actively collaborates with industry stakeholders, forging partnerships that amplify growth and market penetration. His contributions extend beyond individual businesses; they embody a commitment to advancing technological capabilities within the ecosystem.
Investment Philosophy & Strategy
Focused on leveraging technological advancements, Fred Yeo's investment approach centers around identifying breakthrough innovations that resonate with consumer demands. His experience as a founder equips him with a unique perspective on scaling startups and enhancing operational efficiency. By emphasizing partnerships with like-minded entrepreneurs, he strategically positions his investments to capitalize on emerging trends within the tech landscape. Through active engagement in industry networks, the focus remains not only on financial returns but also on fostering an ecosystem where groundbreaking solutions can thrive.
Focused on leveraging technological advancements, Fred Yeo's investment approach centers around identifying breakthrough innovations that resonate with consumer demands. His experience as a founder equips him with a unique perspective on scaling startups and enhancing operational efficiency. By emphasizing partnerships with like-minded entrepreneurs, he strategically positions his investments to capitalize on emerging trends within the tech landscape. Through active engagement in industry networks, the focus remains not only on financial returns but also on fostering an ecosystem where groundbreaking solutions can thrive.
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:
62.89%
Gain -0.2%
Monthly
1.11%
Yearly
14.14%
Drawdown
15.78%
$998.05M
Equity
Holdings
$998.05M
Investment
$752.74M
$356.67M
Profit -$1.68M
Realized
$111.36M
Unrealized
$245.3M
Dividends
$33.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$1.68M
Win %
67%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$6.92M
Win %
67%
This Month
Compared to last month
Gain
-2.18%
Profit
-$22.2M
Win %
67%
This Year
Compared to last year
Gain
16.94%
Profit
$144.57M
Win %
70%
SLB SLB N.V.
+6.55%
+$120,373.27 
FTI TechnipFMC plc
+4.64%
+$322,400 
TRGP Targa Resources Corp.
+4.51%
+$171,216.87 
HPE Hewlett Packard Enterprise Company
+3.86%
+$230,698.42 
BKR Baker Hughes Company
+3.46%
+$155,931.3 
MU Micron Technology Inc.
+3.26%
+$600,651.11 
SU Suncor Energy Inc.
+2.93%
+$454,519.82 
CVX Chevron Corporation
+2.91%
+$150,480 
CNQ Canadian Natural Resources Ltd.
+2.86%
+$6,438.74 
STLD Steel Dynamics, Inc.
+2.73%
+$15,088.02 
JBL Jabil Inc.
+2.56%
+$59,508 
IMO Imperial Oil Limited
+2.31%
+$52,187.68 
MRVL Marvell Technology Inc.
+2.21%
+$341,796.9 
AMD Advanced Micro Devices Inc.
+2.09%
+$422,156.08 
DELL Dell Technologies Inc. Class C Common Stock
+2.01%
+$298,880.64 
ANET Arista Networks Inc.
+1.74%
+$110,275.84 
CSCO Cisco Systems, Inc.
+1.55%
+$378,639.07 
RS Reliance, Inc.
+1.5%
+$5,369.39 
STX Seagate Technology Holdings plc
+1.49%
+$187,146.93 
LYB LyondellBasell Industries N.V.
+1.45%
+$16,150 
EFXT Enerflex Ltd.
+1.44%
+$17,232.6 
APH Amphenol Corp. Class A Common Stock
+1.44%
+$114,038.4 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.43%
+$23,648.31 
TXN Texas Instruments Inc.
+1.39%
+$144,952.54 
LMT Lockheed Martin Corporation
+1.12%
+$32,340.15 
ADI Analog Devices, Inc.
+1.05%
+$127,496.51 
DOV Dover Corporation
+1.04%
+$33,410.96 
HCA HCA Healthcare, Inc.
+0.89%
+$73,861.74 
GLW Corning Incorporated
+0.85%
+$119,811.3 
AVGO Broadcom Inc.
+0.84%
+$29,993.3 
ASML ASML Holding N.V. NY Registered Shares
+0.77%
+$6,757.46 
MSFT Microsoft Corporation Common Stock
+0.68%
+$35,827.45 
JCI Johnson Controls International plc
+0.55%
+$13,724.1 
PSX Phillips 66
+0.53%
+$19,087.5 
LRCX Lam Research Corp.
+0.52%
+$49,454.02 
IBM International Business Machines Corporation
+0.51%
+$66,272.46 
BZ Kanzhun Ltd ADR
+0.46%
+$1,200 
VALE Vale S.A. American Depositary Shares
+0.41%
+$609.1 
SHOP Shopify Inc.
+0.36%
+$18,270.42 
EEM iShares MSCI Emerging Markets ETF
+0.3%
+$2,375.95 
NFG National Fuel Gas Company
+0.3%
+$7,884 
SCCO Southern Copper Corporation
+0.29%
+$731.06 
NYT New York Times Co. Class A Common Stock
+0.17%
+$7,559.28 
SQM Sociedad Química y Minera de Chile S.A. ADR
+0.16%
+$269.01 
PLD Prologis, Inc.
+0.14%
+$2,791.8 
MPC Marathon Petroleum Corp.
+0.12%
+$6,804 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.08%
+$346.3 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$2,667.8 
MSI Motorola Solutions, Inc.
+0.03%
+$1,130.24 
ABBV AbbVie Inc.
+0.01%
+$139.92 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
+$2.3 
FIX Comfort Systems USA Inc.
-7.9%
-$259,119.3 
T AT&T Inc.
-5.61%
-$113,041.5 
MMYT MakeMyTrip Limited
-4.79%
-$16,954.21 
INFY Infosys Ltd. ADR
-4.65%
-$17,751.36 
HWM Howmet Aerospace Inc.
-3.93%
-$46,359.94 
CL Colgate-Palmolive Co.
-3.13%
-$180,644.62 
WSM Williams-Sonoma, Inc.
-3.04%
-$115,669.66 
TGT Target Corp.
-2.81%
-$323,134.1 
HSY The Hershey Company Common Stock
-2.74%
-$21,208 
NVS Novartis AG Sponsored ADR
-2.74%
-$6,671.74 
BWA BorgWarner Inc.
-2.67%
-$135,050 
GM General Motors Co.
-2.67%
-$26,780 
GHG GreenTree Hospitality Group Ltd. ADR
-2.65%
-$421.63 
PG The Procter & Gamble Company
-2.56%
-$8,802.63 
MGA Magna International Inc.
-2.55%
-$265,232.55 
CAT Caterpillar Inc.
-2.49%
-$126,143.91 
SYY Sysco Corp.
-2.42%
-$82,864.6 
MFC Manulife Financial Corporation
-2.39%
-$253,141.6 
MOG-A Moog Inc.
-2.36%
-$36,247.5 
DRI Darden Restaurants, Inc.
-2.26%
-$130,635.46 
EAT Brinker International Inc.
-2.08%
-$52,140 
MCO Moody's Corporation
-2.08%
-$23,701.91 
CDE Coeur Mining Inc.
-2.02%
-$30,280.32 
SHW The Sherwin-Williams Company
-1.99%
-$29,081.25 
LLY Eli Lilly and Company
-1.96%
-$88,354.29 
STN Stantec Inc.
-1.91%
-$4,274.25 
CHRW C.H. Robinson Worldwide Inc.
-1.9%
-$26,238.5 
GIL Gildan Activewear Inc.
-1.87%
-$94,917.06 
HDB HDFC Bank Ltd. ADR
-1.85%
-$8,509.16 
ULTA Ulta Beauty, Inc.
-1.81%
-$200,747.69 
MCD McDonald's Corporation
-1.81%
-$6,999.75 
CSX CSX Corporation
-1.79%
-$92,962.5 
CW Curtiss-Wright Corporation
-1.78%
-$36,335 
PH Parker-Hannifin Corporation
-1.71%
-$61,813.04 
JNJ Johnson & Johnson
-1.66%
-$247,792.05 
AMG Affiliated Managers Group, Inc.
-1.64%
-$45,295.2 
CB Chubb Limited
-1.6%
-$61,577.07 
TPR Tapestry Inc.
-1.59%
-$23,558.7 
MRK Merck & Co., Inc.
-1.58%
-$239,443.48 
RIVN Rivian Automotive, Inc. Class A
-1.57%
-$36,506.6 
CLS Celestica Inc.
-1.57%
-$106,956.15 
UNP Union Pacific Corp.
-1.56%
-$60,031.45 
VZ Verizon Communications Inc.
-1.45%
-$245,704.91 
AMX América Móvil, S.A.B. de C.V.
-1.44%
-$5,068.44 
SE Sea Limited Sponsored ADR
-1.39%
-$4,365.59 
V Visa Inc. Class A
-1.36%
-$15,401.25 
BN Brookfield Corporation
-1.33%
-$5,875.71 
EME EMCOR Group, Inc.
-1.32%
-$11,442.76 
HIG The Hartford Insurance Group, Inc.
-1.28%
-$7,358.52 
JPM JPMorgan Chase & Co.
-1.24%
-$39,581.73 
BCS Barclays PLC Sponsored ADR
-1.23%
-$3,565.35 
TJX The TJX Companies, Inc.
-1.23%
-$60,097.47 
C Citigroup Inc.
-1.22%
-$41,063.17 
KGC Kinross Gold Corporation
-1.21%
-$73,730.25 
INCY Incyte Corp.
-1.21%
-$29,320.95 
BMO Bank of Montreal
-1.2%
-$229,393.92 
GSK GSK plc ADR
-1.18%
-$7,568.55 
BIP Brookfield Infrastructure Partners L.P.
-1.18%
-$22,788.04 
AEM Agnico Eagle Mines Limited
-1.18%
-$153,452.5 
TLK PT Telkom Indonesia (Persero) Tbk ADR
-1.15%
-$2,756.32 
KT KT Corp. Sponsored ADR
-1.15%
-$5,505.2 
EIX Edison International
-1.14%
-$49,724.4 
TRV The Travelers Companies, Inc.
-1.12%
-$112,217.16 
RL Ralph Lauren Corp. Class A Common Stock
-1.1%
-$16,036.04 
CM Canadian Imperial Bank of Commerce
-1.09%
-$135,942.66 
FAST Fastenal Co.
-1.07%
-$28,035.3 
SNA Snap-on Incorporated
-1.06%
-$5,651.09 
CASY Casey's General Stores, Inc.
-1.05%
-$33,494.69 
AGI Alamos Gold Inc. Class A Common Shares
-0.99%
-$2,915.1 
MELI MercadoLibre Inc.
-0.99%
-$2,185.26 
AMGN Amgen Inc. Common Stock
-0.96%
-$190,147.56 
IDXX IDEXX Laboratories, Inc.
-0.93%
-$13,240.53 
MAR Marriott International, Inc. Class A Common Stock
-0.93%
-$39,635.89 
ABEV Ambev S.A. ADR
-0.9%
-$1,998.24 
ECL Ecolab Inc.
-0.89%
-$55,976.46 
GRAB Grab Holdings Ltd. Class A
-0.88%
-$2,532.15 
COR Cencora Inc.
-0.86%
-$25,666.29 
WMT Walmart Inc.
-0.8%
-$49,642.93 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.78%
-$2,011.83 
B BARRICK MINING CORP Common Stock (ABR0)
-0.78%
-$35,138.7 
IAU iShares Gold Trust
-0.75%
-$2,135.7 
RY Royal Bank of Canada
-0.73%
-$219,720.5 
TD Toronto-Dominion Bank
-0.72%
-$235,687.34 
BEN Franklin Templeton Inc.
-0.71%
-$16,623 
USB U.S. Bancorp
-0.67%
-$62,984 
OR OR Royalties Inc.
-0.66%
-$21,452.2 
CVS CVS Health Corporation Common Stock
-0.66%
-$22,112.3 
RBA RB Global Inc.
-0.65%
-$9,762.5 
AWK American Water Works Company, Inc.
-0.64%
-$22,085.7 
META Meta Platforms Inc Class A
-0.63%
-$2,070.49 
EBAY eBay Inc.
-0.62%
-$4,043.21 
RIO Rio Tinto plc ADR
-0.61%
-$1,503.99 
ETR Entergy Corporation Common Stock
-0.6%
-$1,370.62 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.59%
-$693.96 
ES Eversource Energy
-0.56%
-$16,096.8 
BNS Bank of Nova Scotia
-0.55%
-$18,851.58 
DCI Donaldson Company, Inc.
-0.54%
-$7,365.6 
WAB Wabtec Corporation
-0.54%
-$11,797.08 
AMZN Amazon.com Inc
-0.53%
-$23,923.79 
TME Tencent Music Entertainment Group ADR
-0.52%
-$1,231.96 
EFA iShares MSCI EAFE ETF
-0.48%
-$13,557.56 
BEKE KE Holdings Inc. ADR
-0.46%
-$1,576 
NXT Nextpower Inc. Class A Common Stock
-0.45%
-$10,146.5 
NXPI NXP Semiconductors N.V.
-0.43%
-$8,072.92 
GEV GE Vernova Inc.
-0.43%
-$45,908.34 
CMC Commercial Metals Company
-0.41%
-$16,950.44 
MCHP Microchip Technology Inc.
-0.4%
-$12,662.4 
IWM iShares Russell 2000 ETF
-0.36%
-$2,463.41 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.35%
-$44,844.26 
BNY Bank of New York Mellon Corp.
-0.31%
-$48,005.72 
PDD PDD Holdings Inc. American Depositary Receipt
-0.3%
-$1,030.8 
GILD Gilead Sciences Inc.
-0.29%
-$54,868.8 
UTHR United Therapeutics Corporation
-0.28%
-$14,530.53 
VT Vanguard Total World Stock ETF
-0.26%
-$1,257.88 
VRT Vertiv Holdings Co Class A Common Stock
-0.26%
-$12,249.78 
VOO Vanguard S&P 500 ETF
-0.24%
-$15,801.99 
GOOGL Alphabet Inc
-0.23%
-$12,011.47 
VLO Valero Energy Corporation
-0.23%
-$41,356 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.23%
-$16,334.14 
WDC Western Digital Corp.
-0.22%
-$9,180 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.21%
-$14,977.95 
GOOG Alphabet Inc
-0.18%
-$14,208.27 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$29,303.75 
TEL TE Connectivity plc
-0.18%
-$1,536.37 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$37,317.08 
GRNB VanEck Green Bond ETF
-0.18%
-$361.2 
CMI Cummins Inc.
-0.16%
-$3,720.58 
AAPL Apple Inc.
-0.15%
-$35,235.46 
BTG B2Gold Corp.
-0.1%
-$64.2 
FSLR First Solar Inc.
-0.09%
-$1,705.6 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.06%
-$550 
CIEN Ciena Corp.
-0.04%
-$2,030.14 
MCK McKesson Corporation
-0.04%
-$1,983.35 
FLEX Flex Ltd.
-0.03%
-$101.25 
KLAC KLA Corporation
-0.01%
-$1,318.66 
VLUE iShares MSCI USA Value Factor ETF
-0.01%
-$347.7 Events
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Dividends
Dividend Analysis
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| Trades 1435 | Longs Won 763/1435 53% | Profit Factor 3.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $617,456.43 | Best Trade (Oct 21) $22.98M | Sharpe Ratio -10.23 |
| Average Loss -$180,801.05 | Worst Trade (Jun 29) -$2.49M | Z-Score -6.53 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 4d | Expectancy $248,547.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,525 | 4,972 | 4,420 | 3,867 | 3,315 | 2,762 | 2,210 | 1,657 | 1,105 | 552 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 66,482 | $16.87M | $23.12M | - | $6.24M | 36.98% | -0.152% |
| ABBV AbbVie Inc. | 3,498 | $799,258.04 | $997,734.54 | - | $198,476.5 | 24.83% | +0.014% |
| ABEV Ambev S.A. ADR | 66,608 | $154,196.66 | $219,806.4 | - | $65,609.74 | 42.55% | -0.901% |
| ADI Analog Devices, Inc. | 31,326 | $8.52M | $12.21M | - | $3.69M | 43.31% | +1.055% |
| AEM Agnico Eagle Mines Limited | 74,132 | $9.23M | $12.9M | - | $3.67M | 39.81% | -1.175% |
| AGG iShares Core U.S. Aggregate Bond ETF | 167,450 | $16.56M | $16.07M | - | -$498,920.87 | -3.01% | -0.182% |
| AGI Alamos Gold Inc. Class A Common Shares | 9,717 | $259,592.61 | $291,510 | - | $31,917.39 | 12.3% | -0.99% |
| AMD Advanced Micro Devices Inc. | 39,720 | $8.29M | $20.6M | - | $12.31M | 148.6% | +2.092% |
| AMG Affiliated Managers Group, Inc. | 6,990 | $1.88M | $2.72M | - | $835,986.27 | 44.39% | -1.638% |
| AMGN Amgen Inc. Common Stock | 44,427 | $15.59M | $19.68M | - | $4.09M | 26.26% | -0.957% |
| AMX América Móvil, S.A.B. de C.V. | 14,079 | $206,653.51 | $346,624.98 | - | $139,971.47 | 67.73% | -1.441% |
| AMZN Amazon.com Inc | 18,193 | $3.46M | $4.53M | - | $1.07M | 30.91% | -0.525% |
| ANET Arista Networks Inc. | 37,130 | $4.56M | $6.46M | - | $1.9M | 41.75% | +1.736% |
| APH Amphenol Corp. Class A Common Stock | 108,608 | $3.28M | $8.05M | - | $4.77M | 145.58% | +1.437% |
| ASML ASML Holding N.V. NY Registered Shares | 565 | $619,528.81 | $888,462.56 | - | $268,933.75 | 43.41% | +0.766% |
| AVGO Broadcom Inc. | 11,044 | $3.04M | $3.6M | - | $555,577.21 | 18.25% | +0.84% |
| AWK American Water Works Company, Inc. | 24,270 | $3.37M | $3.45M | - | $84,284.8 | 2.5% | -0.635% |
| B BARRICK MINING CORP Common Stock (ABR0) | 117,129 | $4.2M | $4.49M | - | $295,912.19 | 7.05% | -0.776% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR | 10,317 | $158,571.95 | $256,222.69 | - | $97,650.74 | 61.58% | -0.779% |
| BCS Barclays PLC Sponsored ADR | 13,205 | $204,241.46 | $287,076.7 | - | $82,835.24 | 40.56% | -1.227% |
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FAQ
Which stocks have generated the highest profits for Fred Yeo?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $15.42M, Seagate Technology Holdings plc - $12.54M, Kinross Gold Corporation - $11.82M, Lam Research Corp - $9.36M, and Corning Incorporated - $9.16M. 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: Merck & Co., Inc - $2.86M, Open Text Corp - $2.3M, Microsoft Corporation Common Stock - $1.93M, Kimberly-Clark Corporation - $1.84M, and Atkore Inc - $1.63M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fred Yeo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.17M earned over time. The largest contributors to dividend income include iShares U.S. Treasury Bond ETF - $1.64M, Toronto-Dominion Bank - $1.64M, Royal Bank of Canada - $1.4M, iShares Core U.S. Aggregate Bond ETF - $1.32M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fred Yeo's monthly returns?
Fred Yeo'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 Fred Yeo's strategy be considered aggressive or moderate?
Fred Yeo's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Fred Yeo's strategy?
Fred Yeo'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.
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