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:
54.13%
Gain -0.84%
Monthly
1.11%
Yearly
14.21%
Drawdown
14.49%
$252.17M
Equity
Holdings
$252.17M
Investment
$227.81M
$131.7M
Profit -$2.27M
Realized
$107.34M
Unrealized
$24.36M
Dividends
$24.4M
Goals
Avg. 86% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$2.27M
Win %
48%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.04M
Win %
48%
This Month
Compared to last month
Gain
4.43%
Profit
$10.7M
Win %
48%
This Year
Compared to last year
Gain
3.59%
Profit
$8.42M
Win %
49%
CCI Crown Castle Inc.
+11.53%
+$174,241.21 
OPTU Optimum Communications, Inc. Class A Common Stock
+9.46%
+$6,221.47 
RITM Rithm Capital Corp.
+7.95%
+$16,962.27 
AMT American Tower Corporation
+4.93%
+$129,498.74 
SBAC SBA Communications Corporation
+4.64%
+$39,067.48 
REXR Rexford Industrial Realty, Inc.
+4.58%
+$16,862.28 
ISRG Intuitive Surgical Inc.
+2.65%
+$47,508.48 
HTZ Hertz Global Holdings Inc.
+2.29%
+$645.55 
HCA HCA Healthcare, Inc.
+0.91%
+$7,994.7 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.9%
+$10,145.05 
DXCM DexCom Inc.
+0.87%
+$2,851.24 
HUM Humana Inc.
+0.71%
+$4,624.28 
BG Bunge Global SA
+0.71%
+$3,906.23 
ADM Archer-Daniels-Midland Company
+0.59%
+$9,428.27 
SYK Stryker Corp.
+0.59%
+$7,198.39 
RMD ResMed Inc.
+0.52%
+$2,073.72 
IRM Iron Mountain Inc.
+0.47%
+$6,847.05 
VNO Vornado Realty Trust
+0.47%
+$1,129.12 
DLR Digital Realty Trust Inc.
+0.39%
+$9,533.43 
ABT Abbott Laboratories
+0.38%
+$7,707.96 
MRNA Moderna Inc.
+0.27%
+$2,068 
CUZ Cousins Properties Incorporated
+0.17%
+$371.5 
NWS News Corporation
+0.15%
+$969.1 
PLD Prologis, Inc.
+0.14%
+$6,981.84 
BXP BXP, Inc.
+0.11%
+$454.16 
VEEV Veeva Systems Inc.
+0.11%
+$572.37 
ABBV AbbVie Inc.
+0.03%
+$1,566.96 
PSA Public Storage
+0.02%
+$348.15 
ZBH Zimmer Biomet Holdings Inc.
+0.01%
+$14.91 
AVB AvalonBay Communities, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EQR Equity Residential
0%
$0 
SATS EchoStar Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
PSKY Skydance Corporation Class B Common Stock
0%
$0 
CBRE CBRE Group Inc. Class A Common Stock
-6%
-$104,517.13 
T AT&T Inc.
-5.52%
-$112,761.75 
DLTR Dollar Tree Inc.
-5.3%
-$55,353.38 
TMUS T-Mobile US Inc.
-5.16%
-$96,453.51 
GT The Goodyear Tire & Rubber Company
-5.08%
-$2,508.97 
DG Dollar General Corp.
-4.93%
-$64,442.84 
BTGO BitGo Holdings, Inc. Class A Common Stock
-4.47%
-$2,847.78 
CHTR Charter Communications Inc. Class A Common Stock
-3.25%
-$42,743.25 
JLL Jones Lang LaSalle Incorporated
-3.15%
-$22,864.56 
CL Colgate-Palmolive Co.
-3.14%
-$94,244.94 
CHD Church & Dwight Co., Inc.
-2.93%
-$29,788.22 
TGT Target Corp.
-2.88%
-$84,136.56 
HSY The Hershey Company Common Stock
-2.81%
-$30,534.14 
PEP PepsiCo, Inc.
-2.62%
-$64,908.48 
Z Zillow Group Inc. Class C Capital Stock
-2.62%
-$6,982.05 
CLX The Clorox Company
-2.6%
-$11,044.11 
KMB Kimberly-Clark Corporation
-2.6%
-$40,112.04 
CPB The Campbell's Company Common Stock
-2.56%
-$6,027.15 
SYY Sysco Corp.
-2.51%
-$41,700.05 
VTRS Viatris Inc.
-2.3%
-$7,120.87 
CSGP CoStar Group, Inc.
-2.27%
-$15,088.92 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.23%
-$72,072.65 
KVUE Kenvue Inc.
-2.16%
-$34,062.45 
CI The Cigna Group
-2.08%
-$20,423.72 
KO The Coca-Cola Company
-2.01%
-$96,325.68 
A AgileThought, Inc. Class A Common Stock
-1.98%
-$10,657.12 
WY Weyerhaeuser Co.
-1.97%
-$12,384.84 
FOXA Fox Corporation Class A Common Stock
-1.96%
-$36,056.72 
LLY Eli Lilly and Company
-1.95%
-$223,162 
PG The Procter & Gamble Company
-1.93%
-$95,078.4 
GIS General Mills Inc.
-1.89%
-$15,305.64 
BMY Bristol-Myers Squibb Company
-1.84%
-$27,090.64 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.83%
-$28,929.63 
SJM The J. M. Smucker Company
-1.81%
-$11,719.83 
TAP Molson Coors Beverage Company Class B Common Stock
-1.8%
-$6,219 
TTD The Trade Desk, Inc. Class A Common Stock
-1.79%
-$16,383.26 
FOX Fox Corporation Class B Common Stock
-1.78%
-$19,786.59 
BIIB Biogen Inc.
-1.65%
-$8,138.46 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-1.64%
-$7,957.6 
JNJ Johnson & Johnson
-1.61%
-$115,016.66 
REGN Regeneron Pharmaceuticals, Inc.
-1.61%
-$15,922.56 
MRK Merck & Co., Inc.
-1.57%
-$63,587.65 
CYH Community Health Systems, Inc.
-1.55%
-$1,107.27 
JBLU JetBlue Airways Corporation
-1.51%
-$503.04 
ESS Essex Property Trust Inc.
-1.51%
-$12,123.99 
MNST Monster Beverage Corporation
-1.45%
-$39,609.44 
GLPI Gaming and Leisure Properties, Inc.
-1.44%
-$7,155.21 
VZ Verizon Communications Inc.
-1.41%
-$32,642.81 
KR The Kroger Co.
-1.33%
-$21,729.05 
UDR UDR Inc.
-1.33%
-$6,403.68 
MO Altria Group, Inc.
-1.3%
-$41,061.24 
HRL Hormel Foods Corporation
-1.29%
-$4,026.28 
KHC The Kraft Heinz Company
-1.27%
-$11,647.36 
MAA Mid-America Apartment Communities, Inc.
-1.23%
-$7,686.91 
WPC W. P. Carey Inc.
-1.22%
-$7,605.86 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$34,885.9 
INCY Incyte Corp.
-1.16%
-$2,477.92 
ELS Equity LifeStyle Properties, Inc.
-1.16%
-$6,081.86 
ZTS Zoetis Inc. Class A Common Stock
-1.14%
-$5,108.84 
DHR Danaher Corp.
-1.13%
-$18,886.4 
CASY Casey's General Stores, Inc.
-1.1%
-$6,484.12 
WAT Waters Corporation
-1.09%
-$5,296.5 
CAH Cardinal Health, Inc.
-1.08%
-$8,057.93 
NNN NNN REIT, Inc.
-1.07%
-$3,774.6 
TTWO Take-Two Interactive Software, Inc.
-1.05%
-$28,588.54 
BSX Boston Scientific Corp.
-1.04%
-$8,426.85 
SUI Sun Communities, Inc.
-1.04%
-$6,403.03 
PFE Pfizer Inc.
-1.02%
-$20,076.53 
MTD Mettler-Toledo International Inc.
-1.02%
-$3,869.12 
AMGN Amgen Inc. Common Stock
-1.01%
-$27,598.66 
COR Cencora Inc.
-0.99%
-$7,966.56 
COST Costco Wholesale Corp
-0.98%
-$56,797.16 
VICI VICI Properties Inc.
-0.96%
-$11,112.22 
IDXX IDEXX Laboratories, Inc.
-0.95%
-$4,647.39 
CAG Conagra Brands Inc.
-0.93%
-$3,351.6 
CMCSA Comcast Corp. Class A Common Stock
-0.92%
-$18,817.89 
TSN Tyson Foods, Inc. Class A Common Stock
-0.91%
-$6,309.16 
FR First Industrial Realty Trust, Inc.
-0.9%
-$2,889.81 
EW Edwards Lifesciences Corporation
-0.87%
-$4,996.5 
KDP Keurig Dr Pepper Inc.
-0.87%
-$16,978.44 
CPT Camden Property Trust
-0.82%
-$3,862.49 
WMT Walmart Inc.
-0.81%
-$54,951.62 
NLY Annaly Capital Management, Inc.
-0.79%
-$4,614.34 
OHI Omega Healthcare Investors Inc.
-0.78%
-$4,704.84 
LAMR Lamar Advertising Company Class A
-0.77%
-$4,658.46 
SBRA Sabra Health Care REIT, Inc.
-0.77%
-$1,678.05 
EGP EastGroup Properties, Inc.
-0.75%
-$3,559.84 
CVS CVS Health Corporation Common Stock
-0.74%
-$10,222.8 
BDX Becton, Dickinson and Company
-0.73%
-$5,199.06 
VTR Ventas, Inc.
-0.72%
-$13,264.02 
GEHC GE HealthCare Technologies Inc.
-0.69%
-$2,968.91 
BRX Brixmor Property Group Inc.
-0.66%
-$2,510.64 
REG Regency Centers Corporation
-0.62%
-$3,344.2 
HR Healthcare Realty Trust Incorporated
-0.61%
-$1,704.45 
ELV Elevance Health, Inc.
-0.61%
-$6,989.09 
TKO TKO Group Holdings, Inc. Class A Common Stock
-0.6%
-$11,271.38 
ADC Agree Realty Corp.
-0.58%
-$2,060.76 
STWD Starwood Property Trust, Inc.
-0.56%
-$1,078.42 
O Realty Income Corp.
-0.54%
-$12,447.47 
MRP Millrose Properties, Inc.
-0.54%
-$892.97 
MDT Medtronic plc
-0.53%
-$7,148.67 
META Meta Platforms Inc Class A
-0.53%
-$46,026.36 
SPG Simon Property Group Inc.
-0.51%
-$14,888.21 
DGX Quest Diagnostics Incorporated
-0.5%
-$1,892.62 
EQIX Equinix, Inc.
-0.46%
-$11,888.55 
NWSA News Corp. Class A Common Stock
-0.45%
-$8,559.22 
PM Philip Morris International Inc.
-0.42%
-$17,219.3 
FRT Federal Realty Investment Trust
-0.4%
-$1,528.56 
WELL Welltower Inc.
-0.4%
-$26,614.22 
DIS The Walt Disney Company
-0.39%
-$12,023.44 
STAG STAG Industrial, Inc.
-0.38%
-$1,180.34 
NFLX Netflix Inc.
-0.37%
-$6,983 
WST West Pharmaceutical Services Inc.
-0.36%
-$1,141.92 
DOC Healthpeak Properties, Inc.
-0.36%
-$2,153.13 
STE STERIS plc
-0.36%
-$889.76 
STZ Constellation Brands Inc. Class A
-0.32%
-$2,662.88 
AMH American Homes 4 Rent Class A
-0.25%
-$1,153.36 
GOOGL Alphabet Inc
-0.24%
-$12,246 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$2,947.38 
GILD Gilead Sciences Inc.
-0.23%
-$5,212.05 
GOOG Alphabet Inc
-0.22%
-$8,817.99 
INVH Invitation Homes Inc.
-0.22%
-$1,496.7 
UNH UnitedHealth Group Inc.
-0.16%
-$6,928.29 
LYV Live Nation Entertainment, Inc.
-0.16%
-$4,869.48 
CNC Centene Corp.
-0.15%
-$686.62 
OMC Omnicom Group Inc.
-0.15%
-$4,291.12 
KIM Kimco Realty Corporation
-0.15%
-$1,043.7 
IQV IQVIA Holdings Inc.
-0.14%
-$907.18 
COLD Americold Realty Trust, Inc.
-0.1%
-$187.37 
EXR Extra Space Storage Inc.
-0.1%
-$1,311.66 
MCK McKesson Corporation
-0.05%
-$713.54 
LH Labcorp Holdings Inc.
-0.04%
-$175.35 
HST Host Hotels & Resorts, Inc.
-0.02%
-$141.15 
ARE Alexandria Real Estate Equities, Inc.
-0.01%
-$34.52 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2602 | Longs Won 1343/2602 51% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $344,700.91 |
| Average Win $147,954.81 | Best Trade (Mar 30) $7.33M | Sharpe Ratio -11.37 |
| Average Loss -$53,218.03 | Worst Trade (Jun 29) -$2.58M | Z-Score -13.82 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $50,615.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,739 | 4,265 | 3,791 | 3,318 | 2,844 | 2,370 | 1,896 | 1,422 | 948 | 474 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 3,098 | $353,110.22 | $528,054.1 | - | $174,943.88 | 49.54% | -1.978% |
| ABBV AbbVie Inc. | 19,587 | $4.26M | $5.59M | - | $1.33M | 31.16% | +0.028% |
| ABT Abbott Laboratories | 19,764 | $2.03M | $2.03M | - | $4,545.78 | 0.22% | +0.38% |
| ADC Agree Realty Corp. | 5,284 | $394,134.23 | $352,337.12 | - | -$41,797.11 | -10.6% | -0.581% |
| ADM Archer-Daniels-Midland Company | 19,849 | $1.52M | $1.59M | - | $77,708.43 | 5.12% | +0.595% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 49,123 | $1.24M | $1.23M | - | -$17,695.97 | -1.42% | -0.24% |
| AMGN Amgen Inc. Common Stock | 6,079 | $2.14M | $2.69M | - | $552,519.86 | 25.83% | -1.015% |
| AMH American Homes 4 Rent Class A | 14,417 | $539,001.55 | $458,748.94 | - | -$80,252.61 | -14.89% | -0.251% |
| AMT American Tower Corporation | 14,453 | $3.29M | $2.75M | - | -$531,686.08 | -16.18% | +4.935% |
| ARE Alexandria Real Estate Equities, Inc. | 6,903 | $770,108.17 | $299,072.47 | - | -$471,035.7 | -61.16% | -0.012% |
| AVB AvalonBay Communities, Inc. | 6,277 | $1.38M | $427,714.78 | - | -$952,653.84 | -69.01% | 0.0 |
| BDX Becton, Dickinson and Company | 3,561 | $559,895.8 | $708,496.56 | - | $148,600.76 | 26.54% | -0.728% |
| BG Bunge Global SA | 5,351 | $571,112 | $555,861.88 | - | -$15,250.12 | -2.67% | +0.708% |
| BIIB Biogen Inc. | 1,947 | $356,943.28 | $486,088.02 | - | $129,144.74 | 36.18% | -1.647% |
| BMY Bristol-Myers Squibb Company | 23,354 | $1.42M | $1.44M | - | $27,791.35 | 1.96% | -1.841% |
| BRX Brixmor Property Group Inc. | 13,571 | $375,861.81 | $381,005.82 | - | $5,144.01 | 1.37% | -0.655% |
| BSX Boston Scientific Corp. | 17,556 | $1.1M | $799,324.68 | - | -$302,314.55 | -27.44% | -1.043% |
| BTGO BitGo Holdings, Inc. Class A Common Stock | 10,953 | $56,737 | $60,898.68 | - | $4,161.68 | 7.34% | -4.467% |
| BXP BXP, Inc. | 6,488 | $510,461.38 | $399,401.28 | - | -$111,060.1 | -21.76% | +0.114% |
| CAG Conagra Brands Inc. | 23,940 | $322,232 | $357,424.2 | - | $35,192.2 | 10.92% | -0.929% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $14.11M, Tesla, Inc - $9.57M, Amazon.com Inc - $8.91M, Alphabet Inc - $8.04M, and Alphabet Inc - $6.61M. 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 - $1.11M, PPG Industries, Inc - $740,284.79, The Estée Lauder Companies Inc. Class A Common Stock - $722,229.76, Target Corp - $711,855.14, and Constellation Brands Inc. Class A - $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 $24.4M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $799,109.68, Prologis, Inc - $648,779.21, AT&T Inc - $631,851.84, Altria Group, Inc - $617,773.8, and American Tower Corporation - $565,138.28. 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.
2026 © Marketlog. All Rights Reserved.
