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:
38.78%
Gain +0.24%
Monthly
1.08%
Yearly
13.8%
Drawdown
14.49%
$245.51M
Equity
Holdings
$245.51M
Investment
$227.81M
$125.04M
Profit +$753,608.41
Realized
$107.34M
Unrealized
$17.69M
Dividends
$23.32M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$753,608.41
Win %
53%
This Week
Compared To Last Week
Gain
-1.72%
Profit
-$4.3M
Win %
53%
This Month
Compared to last month
Gain
-1.78%
Profit
-$4.44M
Win %
53%
This Year
Compared to last year
Gain
0.86%
Profit
$1.76M
Win %
51%
OPTU Altice USA Inc.
+6.47%
+$6,845.81 
MRNA Moderna, Inc.
+6.28%
+$32,260.8 
BTGO Bitgo Holdings, Inc.
+5.53%
+$4,490.73 
KR Kroger Co.
+3.46%
+$47,299.7 
TMUS T-Mobile US, Inc.
+2.49%
+$51,936.57 
CCI Crown Castle Inc.
+2.31%
+$32,700.19 
AMT American Tower Corporation
+2.29%
+$57,306.14 
HUM Humana Inc.
+2.16%
+$13,386.46 
ELV Elevance Health, Inc.
+2.06%
+$22,140.72 
JBLU JetBlue Airways Corporation
+2.05%
+$1,133.1 
AVB AvalonBay Communities, Inc.
+2.02%
+$8,473.95 
SYY Sysco Corporation
+1.97%
+$32,092.2 
IRM Iron Mountain Inc.
+1.9%
+$28,040.3 
GOOGL Alphabet Inc
+1.81%
+$94,749.34 
SBAC SBA Communications Corporation
+1.81%
+$15,541.96 
GOOG Alphabet Inc
+1.81%
+$74,460.33 
T AT&T Inc.
+1.78%
+$40,881.75 
ISRG Intuitive Surgical, Inc.
+1.7%
+$24,836.3 
CBRE CBRE Group Inc.
+1.66%
+$30,392.75 
CSGP CoStar Group, Inc.
+1.59%
+$8,809.68 
VNO Vornado Realty Trust
+1.54%
+$3,740.21 
META Meta Platforms Inc Class A
+1.53%
+$132,426.72 
Z Zillow Group Inc.
+1.41%
+$3,451.8 
HCA HCA Healthcare Inc.
+1.41%
+$11,188.82 
HST Host Hotels & Resorts Inc.
+1.38%
+$8,610.15 
JLL Jones Lang LaSalle Inc.
+1.34%
+$10,629.82 
A Agilent Technologies Inc.
+1.29%
+$5,731.3 
VZ Verizon Communications Inc.
+1.24%
+$31,871.72 
ABBV AbbVie Inc.
+1.22%
+$60,719.7 
WAT Waters Corporation
+1.04%
+$4,451.19 
ADM Archer-Daniels-Midland Co
+1%
+$17,268.63 
GT The Goodyear Tire & Rubber Company
+0.99%
+$613.3 
TMO Thermo Fisher Scientific Inc.
+0.99%
+$25,577.3 
CPB The Campbell's Company
+0.98%
+$2,267.09 
DLR Digital Realty Trust, Inc.
+0.95%
+$25,185.33 
EQIX Equinix, Inc.
+0.94%
+$26,209.47 
DG Dollar General Corporation
+0.94%
+$10,803.1 
REXR Rexford Industrial Realty, Inc.
+0.92%
+$3,453.72 
TTWO Take-Two Interactive Software, Inc.
+0.89%
+$25,355.48 
CYH Community Health Systems, Inc.
+0.86%
+$615.15 
PM Philip Morris International Inc.
+0.86%
+$33,223.12 
OHI Omega Healthcare Investors Inc.
+0.79%
+$4,835.53 
PG Procter & Gamble Co
+0.77%
+$32,976.9 
MTD Mettler-Toledo International Inc.
+0.73%
+$2,105.19 
JNJ Johnson & Johnson
+0.73%
+$51,637.14 
CNC Centene Corporation
+0.72%
+$2,933.74 
VTRS Viatris Inc.
+0.7%
+$1,926.83 
COLD Americold Realty Trust
+0.67%
+$1,186.64 
NFLX Netflix, Inc.
+0.66%
+$13,968.79 
DIS The Walt Disney Company
+0.64%
+$18,581.68 
IQV IQVIA Holdings Inc.
+0.52%
+$3,039.12 
PLD Prologis Inc.
+0.49%
+$25,406.14 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.48%
+$2,784.9 
LAMR Lamar Advertising Company
+0.46%
+$2,618 
BIIB Biogen Inc.
+0.44%
+$1,845.37 
MRP Millrose Properties Inc.
+0.41%
+$824.28 
FOXA Fox Corporation
+0.38%
+$6,727 
VEEV Veeva Systems Inc.
+0.35%
+$1,517.97 
BXP Boston Properties, Inc.
+0.34%
+$1,427.36 
MAA Mid-America Apartment Communities, Inc.
+0.28%
+$1,805.65 
ESS Essex Property Trust, Inc.
+0.28%
+$2,134.53 
ARE Alexandria Real Estate Equities, Inc.
+0.24%
+$828.36 
KIM Kimco Realty Corporation
+0.24%
+$1,640.1 
WMT Walmart Inc.
+0.24%
+$14,057 
MO Altria Group, Inc.
+0.22%
+$6,221.4 
FOX Fox Corporation Class B Common Stock
+0.21%
+$2,190.6 
LH Labcorp Holdings Inc.
+0.19%
+$689.71 
EXR Extra Space Storage Inc.
+0.16%
+$2,061.18 
CI The Cigna Group
+0.15%
+$1,306.62 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$1,473.69 
VICI Vici Properties Inc.
+0.12%
+$1,401.11 
SBRA Sabra Health Care REIT, Inc.
+0.11%
+$257.3 
EL The Estée Lauder Companies Inc. Class A
+0.1%
+$1,051.3 
CL Colgate-Palmolive Company
+0.1%
+$2,617.91 
VTR Ventas Inc.
+0.09%
+$1,684.32 
KO The Coca-Cola Company
+0.09%
+$3,765.07 
EGP EastGroup Properties Inc.
+0.08%
+$351.3 
WY Weyerhaeuser Company
+0.07%
+$476.34 
STWD Starwood Property Trust Inc.
+0.03%
+$77.03 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CUZ Cousins Properties Incorporated
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EQR Equity Residential
0%
$0 
SATS EchoStar Corporation
0%
$0 
CLX The Clorox Company
-3.31%
-$14,032.24 
GLPI Gaming and Leisure Properties, Inc.
-2.26%
-$11,508.82 
CASY Casey's General Stores Inc.
-1.9%
-$9,862.44 
EW Edwards Lifesciences Corporation
-1.65%
-$9,133.77 
ZTS Zoetis Inc.
-1.32%
-$5,245.44 
REGN Regeneron Pharmaceuticals, Inc.
-1.21%
-$11,582.22 
RMD ResMed Inc.
-1.17%
-$4,021.76 
HRL Hormel Foods Corporation
-1.15%
-$3,513.84 
CAG Conagra Brands Inc.
-1.05%
-$3,710.7 
STE STERIS plc
-1.02%
-$2,326.24 
ABT Abbott Laboratories
-1.01%
-$20,653.38 
REG Regency Centers Corporation
-0.98%
-$5,377.62 
IDXX IDEXX Laboratories, Inc.
-0.98%
-$4,299.05 
STZ Constellation Brands, Inc.
-0.98%
-$7,270.56 
KVUE Kenvue Inc.
-0.9%
-$12,674.4 
AMGN Amgen Inc.
-0.88%
-$20,547.02 
INCY Incyte Corporation
-0.87%
-$1,958.65 
CHTR Charter Communications Inc
-0.84%
-$13,989.88 
DLTR Dollar Tree, Inc.
-0.83%
-$7,816.48 
LYV Live Nation Entertainment, Inc.
-0.79%
-$23,390.9 
KMB Kimberly-Clark Corporation
-0.78%
-$10,577.49 
GEHC GE HealthCare Technologies Inc.
-0.77%
-$2,999.2 
TTD The Trade Desk, Inc. Class A
-0.72%
-$6,971.6 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$3,640.55 
DXCM DexCom, Inc.
-0.67%
-$2,369.05 
OMC Omnicom Group Inc.
-0.62%
-$16,821.21 
SJM The J.M. Smucker Company
-0.59%
-$3,452.73 
KHC The Kraft Heinz Company
-0.57%
-$5,095.72 
SYK Stryker Corporation
-0.57%
-$6,141.56 
PFE Pfizer Inc.
-0.56%
-$10,038.26 
SUI Sun Communities Inc.
-0.56%
-$3,317.24 
TKO Tko Group Holdings Inc.
-0.56%
-$11,113.37 
BSX Boston Scientific Corporation
-0.55%
-$4,125.62 
UNH UnitedHealth Group Incorporated
-0.54%
-$20,885.28 
ZBH Zimmer Biomet Holdings, Inc.
-0.53%
-$1,446.27 
CAH Cardinal Health Inc.
-0.5%
-$3,461.71 
NLY Annaly Capital Management, Inc.
-0.5%
-$3,503.71 
MRK Merck & Co., Inc.
-0.49%
-$19,682.08 
NWS News Corporation
-0.47%
-$3,004.21 
LLY Eli Lilly and Company
-0.46%
-$44,860.69 
CHD Church & Dwight Co., Inc.
-0.45%
-$3,921.96 
NNN NNN REIT, Inc.
-0.45%
-$1,635.66 
GIS General Mills, Inc.
-0.43%
-$3,567.48 
KDP Keurig Dr Pepper Inc.
-0.41%
-$7,236.71 
ADC Agree Realty Corporation
-0.41%
-$1,532.36 
CMCSA Comcast Corp
-0.4%
-$8,960.9 
WBD Warner Bros. Discovery, Inc.
-0.39%
-$10,483.22 
O Realty Income Corporation
-0.38%
-$9,034.42 
BMY Bristol-Myers Squibb Company
-0.38%
-$5,604.96 
COR Cencora, Inc.
-0.35%
-$2,655.54 
MKC McCormick & Company, Incorporated
-0.32%
-$1,641.24 
HSY The Hershey Company
-0.32%
-$3,461.36 
WPC W. P. Carey Inc.
-0.32%
-$2,131.58 
GILD Gilead Sciences Inc.
-0.31%
-$6,409.59 
UDR UDR Inc.
-0.31%
-$1,467.51 
MDT Medtronic plc
-0.31%
-$3,924.76 
FRT Federal Realty Investment Trust
-0.28%
-$1,111.68 
TGT Target Corporation
-0.28%
-$7,933.93 
PSA Public Storage Common Stock
-0.27%
-$5,431.14 
CPT Camden Property Trust
-0.26%
-$1,234.17 
DGX Quest Diagnostics Inc.
-0.26%
-$934.73 
DHR Danaher Corporation
-0.25%
-$3,704.64 
HTZ Hertz Global Holdings, Inc.
-0.24%
-$64.56 
MDLZ Mondelez International, Inc.
-0.24%
-$7,438.35 
MNST Monster Beverage Corporation
-0.21%
-$5,204.16 
AMH American Homes 4 Rent
-0.21%
-$937.11 
SPG Simon Property Group, Inc.
-0.2%
-$5,463.6 
NWSA News Corporation
-0.19%
-$3,364.95 
WST West Pharmaceutical Services, Inc.
-0.18%
-$479.76 
VRTX Vertex Pharmaceuticals Incorporated
-0.16%
-$2,433.51 
TSN Tyson Foods Inc.
-0.13%
-$849.31 
TAP Molson Coors Beverage Company
-0.1%
-$331.68 
RITM Rithm Capital Corp.
-0.1%
-$245.83 
BDX Becton, Dickinson and Company
-0.1%
-$605.37 
STAG Stag Industrial Inc.
-0.1%
-$295.08 
FR First Industrial Realty Trust Inc.
-0.08%
-$291.9 
HR Healthcare Realty Trust Incorporated
-0.08%
-$232.43 
INVH Invitation Homes Inc.
-0.07%
-$498.9 
WELL Welltower Inc.
-0.06%
-$3,822.26 
BRX Brixmor Property Group Inc.
-0.05%
-$203.56 
DOC Healthpeak Properties, Inc.
-0.05%
-$307.59 
BG Bunge Global S.A.
-0.03%
-$214.04 
CVS CVS Health Corporation
-0.03%
-$438.12 
MCK McKesson Corporation
-0.03%
-$328.2 
PEP PepsiCo, Inc.
-0.02%
-$534.78 
COST Costco Wholesale Corporation
-0.01%
-$571.4 Events
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Dividends
Dividend Analysis
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| Trades 2602 | Longs Won 1368/2602 52% | Profit Factor 2.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $340,015.2 |
| Average Win $141,594.97 | Best Trade (Mar 30) $7.33M | Sharpe Ratio -11.37 |
| Average Loss -$55,644.62 | Worst Trade (Jun 29) -$2.58M | Z-Score -6.33 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $48,053.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,098 | $353,110.22 | $449,117.06 | - | $96,006.84 | 27.19% | +1.293% |
| ABBV AbbVie Inc. | 19,587 | $4.26M | $5.06M | - | $795,428.03 | 18.67% | +1.216% |
| ABT Abbott Laboratories | 19,764 | $2.03M | $2.02M | - | -$7,016.16 | -0.35% | -1.011% |
| ADC Agree Realty Corporation | 5,284 | $394,134.23 | $376,220.8 | - | -$17,913.43 | -4.55% | -0.406% |
| ADM Archer-Daniels-Midland Co | 19,849 | $1.52M | $1.74M | - | $225,881.22 | 14.9% | +1.001% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 49,123 | $1.24M | $1.26M | - | $19,146.28 | 1.54% | +0.117% |
| AMGN Amgen Inc. | 6,079 | $2.14M | $2.3M | - | $165,591.51 | 7.74% | -0.884% |
| AMH American Homes 4 Rent | 14,417 | $539,001.55 | $453,991.33 | - | -$85,010.22 | -15.77% | -0.206% |
| AMT American Tower Corporation | 14,453 | $3.29M | $2.56M | - | -$728,030.09 | -22.16% | +2.292% |
| ARE Alexandria Real Estate Equities, Inc. | 6,903 | $770,108.17 | $342,941.04 | - | -$427,167.13 | -55.47% | +0.242% |
| AVB AvalonBay Communities, Inc. | 6,277 | $1.38M | $427,714.78 | - | -$952,653.84 | -69.01% | +2.021% |
| BDX Becton, Dickinson and Company | 3,561 | $559,895.8 | $627,626.25 | - | $67,730.45 | 12.1% | -0.096% |
| BG Bunge Global S.A. | 5,351 | $571,112 | $666,467.05 | - | $95,355.05 | 16.7% | -0.032% |
| BIIB Biogen Inc. | 1,947 | $356,943.28 | $421,287.58 | - | $64,344.3 | 18.03% | +0.44% |
| BMY Bristol-Myers Squibb Company | 23,354 | $1.42M | $1.48M | - | $66,792.53 | 4.72% | -0.376% |
| BRX Brixmor Property Group Inc. | 13,571 | $375,861.81 | $390,505.52 | - | $14,643.71 | 3.9% | -0.052% |
| BSX Boston Scientific Corporation | 17,556 | $1.1M | $752,537.94 | - | -$349,101.29 | -31.69% | -0.545% |
| BTGO Bitgo Holdings, Inc. | 10,953 | $56,737 | $85,652.46 | - | $28,915.46 | 50.96% | +5.533% |
| BXP Boston Properties, Inc. | 6,488 | $510,461.38 | $414,842.72 | - | -$95,618.66 | -18.73% | +0.345% |
| CAG Conagra Brands Inc. | 23,940 | $322,232 | $348,207.3 | - | $25,975.3 | 8.06% | -1.054% |
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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 - $14.1M, Tesla, Inc - $9.57M, Amazon.com Inc - $8.91M, Alphabet Inc - $8.03M, and Alphabet Inc - $6.6M. 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: American Tower Corporation - $1.14M, PPG Industries Inc - $740,284.79, The Estée Lauder Companies Inc. Class A - $725,909.31, Target Corporation - $711,855.14, and Constellation Brands, Inc - $708,916.9. 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 $23.32M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $762,739.93, Prologis Inc - $607,276.05, AT&T Inc - $606,918.46, Altria Group, Inc - $571,735.44, and Procter & Gamble Co - $540,814.11. 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.
