YG
Youse Guia Portfolio
Invests via DoubleLine ETF Adviser LP | Managed by Jeffrey E. Gundlach, Jeffrey J. Sherman
Invests via DoubleLine ETF Adviser LP
Managed by Jeffrey E. Gundlach, Jeffrey J. Sherman
Automatically Tracked
Youse Guia Profile
Youse Guia operates as a dynamic startup in the fintech sector, leveraging technology to enhance consumer accessibility to insurance products. Founded with the vision of simplifying insurance experiences for customers, it offers personalized solutions that challenge traditional market paradigms. The firm distinguishes itself through an innovative digital platform that streamlines policy acquisition and management processes. Youse Guia's approach addresses key pain points in the industry by providing transparency and flexibility, attracting a tech-savvy customer base eager for efficient financial protection tools. As such, it plays a crucial role in shaping the future of insurtech while appealing to investors interested in disruptive business models.
Youse Guia operates as a dynamic startup in the fintech sector, leveraging technology to enhance consumer accessibility to insurance products. Founded with the vision of simplifying insurance experiences for customers, it offers personalized solutions that challenge traditional market paradigms. The firm distinguishes itself through an innovative digital platform that streamlines policy acquisition and management processes. Youse Guia's approach addresses key pain points in the industry by providing transparency and flexibility, attracting a tech-savvy customer base eager for efficient financial protection tools. As such, it plays a crucial role in shaping the future of insurtech while appealing to investors interested in disruptive business models.
Investment Philosophy & Strategy
The emergence of Youse Guia reflects a significant shift in the fintech landscape, as it targets inefficiencies within the insurance sector. With its focus on customer-centric solutions, this innovative startup harnesses advanced technologies to disrupt traditional practices. Its digital-first strategy not only simplifies the user experience but also enhances transparency and adaptability for consumers seeking tailored insurance coverage. By addressing fundamental industry challenges, it positions itself favorably among both users and investors who value groundbreaking approaches in financial services. Ultimately, Youse Guia is set to redefine insurance accessibility through its forward-thinking model.
The emergence of Youse Guia reflects a significant shift in the fintech landscape, as it targets inefficiencies within the insurance sector. With its focus on customer-centric solutions, this innovative startup harnesses advanced technologies to disrupt traditional practices. Its digital-first strategy not only simplifies the user experience but also enhances transparency and adaptability for consumers seeking tailored insurance coverage. By addressing fundamental industry challenges, it positions itself favorably among both users and investors who value groundbreaking approaches in financial services. Ultimately, Youse Guia is set to redefine insurance accessibility through its forward-thinking model.
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:
33.45%
Gain -1.95%
Monthly
1.05%
Yearly
13.32%
Drawdown
14.66%
$273.67M
Equity
Holdings
$273.67M
Investment
$257.1M
$113.33M
Profit -$6.56M
Realized
$96.76M
Unrealized
$16.57M
Dividends
$22.78M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.95%
Profit
-$6.56M
Win %
57%
This Week
Compared To Last Week
Gain
-2.88%
Profit
-$8.11M
Win %
57%
This Month
Compared to last month
Gain
-1.38%
Profit
-$3.83M
Win %
57%
This Year
Compared to last year
Gain
3.85%
Profit
$10.04M
Win %
55%
HAS Hasbro Inc.
+12.38%
+$22,149.3 
ORLY O'Reilly Automotive Inc.
+4.76%
+$58,442.76 
SBRA Sabra Health Care REIT, Inc.
+4%
+$10,350.4 
WAT Waters Corporation
+3.6%
+$15,599.17 
GM General Motors Company
+3.54%
+$43,032.76 
A Agilent Technologies Inc.
+2.9%
+$13,078.77 
OPTU Altice USA Inc.
+2.82%
+$1,005.96 
RL Ralph Lauren Corporation
+2.4%
+$5,799.86 
AZO AutoZone Inc.
+2.31%
+$19,955.52 
TSLA Tesla, Inc.
+2.19%
+$268,765.07 
ISRG Intuitive Surgical, Inc.
+2.14%
+$33,725.85 
UNH UnitedHealth Group Incorporated
+2.11%
+$101,235.42 
MRNA Moderna, Inc.
+1.76%
+$4,430.12 
F Ford Motor Company
+1.64%
+$15,877.13 
MRK Merck & Co., Inc.
+1.54%
+$59,192.65 
HUM Humana Inc.
+1.44%
+$10,524.8 
CYH Community Health Systems, Inc.
+1.41%
+$816.2 
BIIB Biogen Inc.
+1.4%
+$5,928.75 
ELV Elevance Health, Inc.
+1.39%
+$15,552.94 
CI The Cigna Group
+1.32%
+$13,089.97 
MTD Mettler-Toledo International Inc.
+1.2%
+$3,812.5 
WST West Pharmaceutical Services, Inc.
+1.15%
+$3,579.44 
ULTA Ulta Beauty Inc.
+1.13%
+$4,587.13 
EXPE Expedia Group, Inc.
+1.04%
+$6,202.03 
VNO Vornado Realty Trust
+1.04%
+$3,483.09 
CNC Centene Corporation
+0.99%
+$4,707.3 
NWL Newell Brands Inc.
+0.98%
+$697.9 
TPR Tapestry Inc.
+0.96%
+$4,544.1 
EQIX Equinix, Inc.
+0.93%
+$31,641.78 
BXP Boston Properties, Inc.
+0.8%
+$4,117.5 
CVS CVS Health Corporation
+0.79%
+$13,994.4 
DLR Digital Realty Trust, Inc.
+0.78%
+$22,959.83 
IRM Iron Mountain Inc.
+0.72%
+$13,676.5 
ABBV AbbVie Inc.
+0.72%
+$39,683.28 
OHI Omega Healthcare Investors Inc.
+0.71%
+$5,359.55 
ACH Accendra Health, Inc.
+0.6%
+$485.74 
AMGN Amgen Inc.
+0.58%
+$14,334.83 
CMG Chipotle Mexican Grill, Inc.
+0.53%
+$4,121.25 
NFLX Netflix, Inc.
+0.49%
+$13,551.45 
PFE Pfizer Inc.
+0.48%
+$8,643.24 
LLY Eli Lilly and Company
+0.48%
+$53,714.96 
JLL Jones Lang LaSalle Inc.
+0.43%
+$3,712.69 
DECK Deckers Outdoor Corporation
+0.4%
+$1,001.7 
META Meta Platforms Inc Class A
+0.4%
+$54,337.59 
CAH Cardinal Health Inc.
+0.35%
+$2,568 
VTRS Viatris Inc.
+0.35%
+$1,083.6 
REXR Rexford Industrial Realty, Inc.
+0.35%
+$1,548.3 
CBRE CBRE Group Inc.
+0.32%
+$6,870.16 
REGN Regeneron Pharmaceuticals, Inc.
+0.31%
+$2,763.6 
COLD Americold Realty Trust
+0.29%
+$661.77 
DHI D.R. Horton, Inc.
+0.29%
+$2,039.49 
EGP EastGroup Properties Inc.
+0.28%
+$1,682.38 
VTR Ventas Inc.
+0.26%
+$6,069.5 
MAR Marriott International Inc. - Class A
+0.24%
+$3,336.45 
BMY Bristol-Myers Squibb Company
+0.22%
+$3,387.02 
PLD Prologis Inc.
+0.2%
+$13,659.6 
GEHC GE HealthCare Technologies Inc.
+0.19%
+$761.52 
VRTX Vertex Pharmaceuticals Incorporated
+0.19%
+$2,974.39 
APTV Aptiv PLC
+0.17%
+$351.8 
SPG Simon Property Group, Inc.
+0.13%
+$4,554.51 
CHTR Charter Communications Inc
+0.11%
+$1,150.76 
RITM Rithm Capital Corp.
+0.11%
+$287.04 
FR First Industrial Realty Trust Inc.
+0.1%
+$445.25 
BKNG Booking Holdings Inc.
+0.09%
+$2,188 
HLT Hilton Worldwide Holdings Inc.
+0.09%
+$1,124.44 
LAMR Lamar Advertising Company
+0.07%
+$478.61 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.06%
+$171.86 
CMCSA Comcast Corp
+0.02%
+$571.75 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
-$5.56 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
DHR Danaher Corporation
-12.49%
-$199,995 
GPC Genuine Parts Company
-6.99%
-$24,136.65 
Z Zillow Group Inc.
-2.32%
-$6,969.15 
CSGP CoStar Group, Inc.
-2.22%
-$14,576.1 
TMUS T-Mobile US, Inc.
-2.06%
-$63,499.92 
NWS News Corporation
-1.93%
-$6,822.48 
TSCO Tractor Supply Company
-1.88%
-$5,647.56 
LYV Live Nation Entertainment, Inc.
-1.87%
-$49,009.23 
GILD Gilead Sciences Inc.
-1.77%
-$36,894 
NWSA News Corporation
-1.71%
-$17,552.63 
OMC Omnicom Group Inc.
-1.65%
-$39,852.08 
ROST Ross Stores, Inc.
-1.57%
-$21,072.74 
SYK Stryker Corporation
-1.52%
-$21,427.74 
TMO Thermo Fisher Scientific Inc.
-1.51%
-$37,373.28 
BBY Best Buy Co., Inc.
-1.49%
-$5,408.93 
TJX The TJX Companies, Inc.
-1.35%
-$39,532.96 
WSM Williams-Sonoma, Inc.
-1.31%
-$6,640.08 
CVNA Carvana Co.
-1.23%
-$9,851.3 
SBAC SBA Communications Corporation
-1.21%
-$12,143.88 
TTD The Trade Desk, Inc. Class A
-1.13%
-$8,250.06 
DXCM DexCom, Inc.
-1.11%
-$4,019.4 
ZTS Zoetis Inc.
-1.1%
-$4,979.52 
STE STERIS plc
-1.08%
-$2,770.09 
YUM Yum! Brands, Inc.
-1.07%
-$7,813.57 
AMT American Tower Corporation
-1.06%
-$29,454.35 
IDXX IDEXX Laboratories, Inc.
-1.02%
-$5,656.33 
LEN Lennar Corporation
-1%
-$3,400.51 
HD The Home Depot, Inc.
-1%
-$39,375.2 
GLPI Gaming and Leisure Properties, Inc.
-0.98%
-$6,457 
BSX Boston Scientific Corporation
-0.93%
-$7,742.62 
AMZN Amazon.com Inc
-0.92%
-$164,661.42 
MCD McDonald's Corporation
-0.91%
-$25,858.21 
MDT Medtronic plc
-0.89%
-$11,695.75 
VICI Vici Properties Inc.
-0.86%
-$12,733.03 
WY Weyerhaeuser Company
-0.86%
-$7,716.81 
VZ Verizon Communications Inc.
-0.82%
-$27,862.17 
HTZ Hertz Global Holdings, Inc.
-0.81%
-$205.13 
LH Labcorp Holdings Inc.
-0.8%
-$2,809.18 
MCK McKesson Corporation
-0.79%
-$10,409.56 
LOW Lowe's Companies Inc.
-0.77%
-$14,830.22 
DRI Darden Restaurants, Inc.
-0.74%
-$3,195.36 
ELS Equity Lifestyle Properties Inc.
-0.72%
-$4,723.03 
CCI Crown Castle Inc.
-0.69%
-$12,146.76 
TTWO Take-Two Interactive Software, Inc.
-0.67%
-$19,940.19 
BDX Becton, Dickinson and Company
-0.66%
-$3,933.12 
RMD ResMed Inc.
-0.66%
-$2,316.6 
ADC Agree Realty Corporation
-0.65%
-$3,092.96 
GOOG Alphabet Inc
-0.63%
-$41,472.89 
GOOGL Alphabet Inc
-0.62%
-$51,548.35 
SBUX Starbucks Corporation
-0.6%
-$12,189.24 
AMH American Homes 4 Rent
-0.59%
-$3,376.8 
TKO Tko Group Holdings Inc.
-0.58%
-$6,262.71 
O Realty Income Corporation
-0.57%
-$17,621.62 
EXR Extra Space Storage Inc.
-0.55%
-$8,927.82 
NNN NNN REIT, Inc.
-0.54%
-$2,607.6 
T AT&T Inc.
-0.52%
-$14,570.49 
SUI Sun Communities Inc.
-0.51%
-$3,700.45 
DASH DoorDash, Inc.
-0.5%
-$6,172.04 
LULU lululemon athletica inc.
-0.5%
-$1,231.34 
RCL Royal Caribbean Group
-0.49%
-$5,890.98 
NVR NVR, Inc.
-0.49%
-$1,772.4 
AVB AvalonBay Communities, Inc.
-0.45%
-$6,304.66 
ABNB Airbnb, Inc.
-0.43%
-$4,736.97 
EW Edwards Lifesciences Corporation
-0.43%
-$2,635.14 
REG Regency Centers Corporation
-0.43%
-$2,978.85 
IQV IQVIA Holdings Inc.
-0.42%
-$2,148.66 
ABT Abbott Laboratories
-0.42%
-$9,316.42 
INVH Invitation Homes Inc.
-0.42%
-$3,664.62 
FOX Fox Corporation Class B Common Stock
-0.41%
-$2,770.11 
ZBH Zimmer Biomet Holdings, Inc.
-0.39%
-$1,077.65 
COR Cencora, Inc.
-0.38%
-$2,947.59 
ARE Alexandria Real Estate Equities, Inc.
-0.35%
-$1,407.35 
KIM Kimco Realty Corporation
-0.35%
-$3,156.39 
HST Host Hotels & Resorts Inc.
-0.33%
-$2,658.8 
FOXA Fox Corporation
-0.33%
-$3,735.97 
PSA Public Storage Common Stock
-0.33%
-$8,440.85 
MAA Mid-America Apartment Communities, Inc.
-0.31%
-$2,545.2 
BRX Brixmor Property Group Inc.
-0.31%
-$1,586.9 
CCL Carnival Corporation Ltd.
-0.27%
-$1,245.23 
MRP Millrose Properties Inc.
-0.24%
-$560.42 
LVS Las Vegas Sands Corp.
-0.22%
-$616.2 
DGX Quest Diagnostics Inc.
-0.22%
-$752.4 
STAG Stag Industrial Inc.
-0.2%
-$821.52 
PHM PulteGroup Inc.
-0.2%
-$879.6 
UDR UDR Inc.
-0.19%
-$1,165.95 
EQR Equity Residential
-0.17%
-$2,150.64 
MTCH Match Group, Inc.
-0.16%
-$1,290.05 
WBD Warner Bros. Discovery, Inc.
-0.15%
-$4,265.6 
WELL Welltower Inc.
-0.15%
-$11,975.79 
WPC W. P. Carey Inc.
-0.15%
-$1,249.27 
FRT Federal Realty Investment Trust
-0.14%
-$691.9 
CPT Camden Property Trust
-0.11%
-$697.28 
NLY Annaly Capital Management, Inc.
-0.11%
-$883.1 
HCA HCA Healthcare Inc.
-0.11%
-$831.22 
JNJ Johnson & Johnson
-0.11%
-$7,863.61 
ESS Essex Property Trust, Inc.
-0.1%
-$1,001.1 
STWD Starwood Property Trust Inc.
-0.09%
-$263.68 
JBLU JetBlue Airways Corporation
-0.07%
-$45.03 
EBAY eBay Inc.
-0.07%
-$651.04 
EA Electronic Arts Inc.
-0.07%
-$2,091.55 
HR Healthcare Realty Trust Incorporated
-0.02%
-$90.42 
DOC Healthpeak Properties, Inc.
-0.02%
-$179.23 
DIS The Walt Disney Company
-0.02%
-$565.03 
GRMN Garmin Ltd.
-0.01%
-$67.15 Events
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Dividends
Dividend Analysis
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| Trades 2432 | Longs Won 1206/2432 49% | Profit Factor 3.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $346,599.69 |
| Average Win $140,229.95 | Best Trade (Mar 30) $7.33M | Sharpe Ratio -13.64 |
| Average Loss -$45,507.04 | Worst Trade (Jul 24) -$4.31M | Z-Score -9.14 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $46,597.73 |
| 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 | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
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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 Youse Guia?
The largest contributions to the portfolio's profits come from the following stocks: Meta Platforms Inc Class A - $12.07M, Amazon.com Inc - $11.39M, Tesla, Inc - $7.6M, Alphabet Inc - $6.21M, and Alphabet Inc - $5.19M. 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: Target Corporation - $1.36M, American Tower Corporation - $1.01M, The Estée Lauder Companies Inc. Class A - $739,453.06, Constellation Brands, Inc - $661,892.42, and Charter Communications Inc - $660,261.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Youse Guia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.78M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $726,370.18, AT&T Inc - $581,985.08, Altria Group, Inc - $568,914.96, Prologis Inc - $567,123.81, and American Tower Corporation - $521,302.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Youse Guia's monthly returns?
Youse Guia'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 Youse Guia's strategy be considered aggressive or moderate?
Youse Guia'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 Youse Guia's strategy?
Youse Guia'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.
