Jeffrey N. Yoffe Portfolio
Invests via Yoffe Investment Management LLC | Managed by Jeffrey N. Yoffe
Invests via Yoffe Investment Management LLC
Managed by Jeffrey N. Yoffe
Automatically Tracked
Veteran private-market investor with a focus on growth and buyout situations in technology, healthcare and industrial services, known for sourcing deals, driving operational improvement and serving on portfolio-company boards. Jeffrey N. Yoffe combines transaction execution experience with hands-on operational oversight, capital allocation discipline and a network of strategic and financial partners. Background blends earlier operating roles and investment banking or advisory experience, and he is commonly noted for an MBA-level business education and a practitioner approach to value creation across middle-market companies.
Veteran private-market investor with a focus on growth and buyout situations in technology, healthcare and industrial services, known for sourcing deals, driving operational improvement and serving on portfolio-company boards. Jeffrey N. Yoffe combines transaction execution experience with hands-on operational oversight, capital allocation discipline and a network of strategic and financial partners. Background blends earlier operating roles and investment banking or advisory experience, and he is commonly noted for an MBA-level business education and a practitioner approach to value creation across middle-market companies.
Investment Philosophy & Strategy
Focuses on middle-market private investments, targeting growth and buyout situations in technology, healthcare and industrial services. Emphasizes sourcing proprietary deals, rigorous capital-allocation discipline and operational value creation through board engagement and hands-on improvement plans. Blends transaction execution with prior operating and advisory experience to underwrite companies for scalable margin expansion and durable cash flow. Prefers control or significant influence, a multi-year horizon, active governance and partnerships that accelerate commercial and operational scale.
Focuses on middle-market private investments, targeting growth and buyout situations in technology, healthcare and industrial services. Emphasizes sourcing proprietary deals, rigorous capital-allocation discipline and operational value creation through board engagement and hands-on improvement plans. Blends transaction execution with prior operating and advisory experience to underwrite companies for scalable margin expansion and durable cash flow. Prefers control or significant influence, a multi-year horizon, active governance and partnerships that accelerate commercial and operational scale.
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:
0.29%
Gain
Monthly
0.02%
Yearly
0.19%
Drawdown
18.26%
$85.12M
Equity
Holdings
$85.12M
Investment
$66.52M
$18.89M
Profit +$40,895.48
Realized
$280,135.28
Unrealized
$18.6M
Dividends
$2.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$40,895.48
Win %
75%
This Week
Compared To Last Week
Gain
-1.22%
Profit
-$1.05M
Win %
75%
This Month
Compared to last month
Gain
-1.31%
Profit
-$1.13M
Win %
75%
This Year
Compared to last year
Gain
9.06%
Profit
$7.07M
Win %
74%
AAPL Apple Inc.
+3.93%
+$76,780.38 
BNY BlackRock New York Municipal Income Trust
+3.15%
+$49,572 
MSFT Microsoft Corp.
+2.89%
+$46,788.04 
PM Philip Morris International Inc.
+2.37%
+$20,433 
MMM 3M Company
+2.3%
+$11,707.2 
F Ford Motor Company
+2.24%
+$3,196.08 
MRK Merck & Co., Inc.
+2.2%
+$19,527.06 
MCHI iShares MSCI China ETF
+2.08%
+$5,689.65 
AXP American Express Company
+1.8%
+$17,892.03 
MAR Marriott International Inc. - Class A
+1.74%
+$4,673.1 
FXI iShares China Large-Cap ETF
+1.73%
+$7,733.11 
HD The Home Depot, Inc.
+1.6%
+$12,026.12 
BAC Bank of America Corporation
+1.51%
+$5,099.3 
GXC SPDR S&P China ETF
+1.49%
+$12,101.55 
DIS The Walt Disney Company
+1.46%
+$6,064.06 
PG Procter & Gamble Co
+1.41%
+$20,686.52 
JPM JPMorgan Chase & Co.
+1.4%
+$26,786.95 
MO Altria Group, Inc.
+1.21%
+$4,165 
BA Boeing Company
+1.17%
+$6,416.04 
IP International Paper Company
+1.01%
+$2,597.4 
GE General Electric Company
+0.99%
+$12,934.35 
EPP iShares MSCI Pacific ex Japan ETF
+0.96%
+$4,326.39 
VZ Verizon Communications Inc.
+0.96%
+$6,071.28 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.94%
+$5,683.1 
RTX RTX Corporation
+0.9%
+$4,048.98 
ABBV AbbVie Inc.
+0.85%
+$2,127.62 
IEUR iShares Core MSCI Europe ETF
+0.82%
+$2,551.02 
VGK Vanguard FTSE Europe ETF
+0.81%
+$6,628.05 
AMGN Amgen Inc.
+0.8%
+$3,995.85 
IEV iShares Europe ETF
+0.78%
+$2,444.76 
HLN Haleon Plc - ADR
+0.77%
+$1,280.47 
GSK GSK plc Sponsored ADR
+0.76%
+$5,326.23 
V Visa Inc. Class A
+0.71%
+$6,796.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.68%
+$3,248.64 
BBEU JPMorgan BetaBuilders Europe Fund
+0.67%
+$5,533.84 
T AT&T Inc.
+0.63%
+$1,262.65 
SCHE Schwab Emerging Markets Equity ETF
+0.62%
+$2,976.3 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$3,611.31 
SCHC Schwab International Small-Cap Equity ETF
+0.58%
+$5,444.32 
C Citigroup Inc.
+0.58%
+$2,567.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.57%
+$1,879.86 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.56%
+$4,482.32 
EFA iShares MSCI EAFE ETF
+0.52%
+$1,656.72 
BBCA JPMorgan BetaBuilders Canada ETF
+0.5%
+$5,375.4 
EWC iShares MSCI Canada ETF
+0.48%
+$1,387.66 
EFG iShares MSCI EAFE Growth ETF
+0.48%
+$1,367.64 
SPG Simon Property Group, Inc.
+0.47%
+$3,518.32 
FLCA Franklin FTSE Canada ETF
+0.45%
+$2,897.55 
PLD Prologis Inc.
+0.39%
+$1,537.25 
GMF SPDR S&P Emerging Asia Pacific ETF
+0.29%
+$1,668.15 
WMT Walmart Inc.
+0.26%
+$5,419.23 
FCNCA First Citizens BancShares, Inc.
+0.23%
+$620.17 
JNK SPDR Bloomberg High Yield Bond ETF
+0.2%
+$956.48 
MBB iShares MBS ETF
+0.2%
+$454.73 
VOO Vanguard S&P 500 ETF
+0.2%
+$1,857.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.19%
+$1,488.78 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$5,573.9 
SPHY SPDR Portfolio High Yield Bond ETF
+0.17%
+$912.36 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$1,787.31 
FLIN Franklin FTSE India ETF
+0.14%
+$438.2 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.14%
+$577.11 
INDA ISHARES MSCI INDIA ETF
+0.13%
+$432.64 
VB Vanguard Small-Cap ETF
+0.12%
+$5,161.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$602.57 
BNDX Vanguard Total International Bond ETF
+0.12%
+$241.07 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.12%
+$778.83 
UMH UMH Properties, Inc.
+0.1%
+$174.18 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.1%
+$227.29 
SCJ iShares MSCI Japan Small-Cap ETF
+0.09%
+$534.85 
ILF iShares Latin America 40 ETF
+0.09%
+$1,115.79 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.05%
+$169.3 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.05%
+$171.03 
VXF Vanguard Extended Market ETF
+0.03%
+$464.31 
IMVP Invesco India ETF
0%
$0 
INTC Intel Corporation
-5.42%
-$101,400.63 
CSCO Cisco Systems, Inc.
-4.57%
-$63,980.65 
CAT Caterpillar Inc.
-3.06%
-$75,365.46 
DOW Dow Inc.
-2.87%
-$7,098.33 
ELME Elme Communities
-2.27%
-$760.76 
JNJ Johnson & Johnson
-2.12%
-$20,182.98 
GEV GE Vernova Inc.
-2.08%
-$20,464.62 
TRV The Travelers Companies, Inc.
-1.83%
-$24,639.66 
IBM International Business Machines Corporation
-1.66%
-$42,348.79 
CSX CSX Corporation
-1.52%
-$24,157.91 
XOM Exxon Mobil Corporation
-1.39%
-$8,118.34 
CVX Chevron Corporation
-1.2%
-$6,380.86 
VPL Vanguard FTSE Pacific ETF
-1%
-$7,919.04 
FLAX Franklin FTSE Asia Ex Japan ETF
-0.96%
-$9,430.1 
UNH UnitedHealth Group Incorporated
-0.95%
-$8,334.88 
MRSH Marsh & McLennan Companies, Inc.
-0.78%
-$2,092.5 
ESS Essex Property Trust, Inc.
-0.78%
-$2,909.28 
BP BP p.l.c. Sponsored ADR
-0.75%
-$1,972.53 
MCD McDonald's Corporation
-0.67%
-$4,497.85 
BBJP JPMorgan BetaBuilders Japan Fund
-0.52%
-$2,142.09 
EWJ iShares MSCI Japan ETF
-0.51%
-$1,939.42 
VO Vanguard Mid-Cap ETF
-0.49%
-$8,552 
FLJP Franklin FTSE Japan ETF
-0.46%
-$2,110.85 
AFK VanEck Vectors Africa Index ETF
-0.42%
-$2,575.1 
PPL PPL Corporation
-0.35%
-$1,262.5 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.32%
-$1,293.12 
IEMG iShares Core MSCI Emerging Markets ETF
-0.31%
-$1,950 
KIM Kimco Realty Corporation
-0.27%
-$739.89 
UNP Union Pacific Corporation
-0.22%
-$1,512 
SCHA Schwab U.S. Small-Cap ETF
-0.22%
-$1,990.28 
HON Honeywell International Inc.
-0.21%
-$1,804.81 
AFL Aflac Inc.
-0.17%
-$921.68 
NKE Nike, Inc. - Class B
-0.15%
-$285.47 
FLLA Franklin FTSE Latin America ETF
-0.12%
-$541.02 
IPAC iShares Core MSCI Pacific ETF
-0.11%
-$834.84 
GS The Goldman Sachs Group, Inc.
-0.06%
-$907.4 
KO The Coca-Cola Company
-0.04%
-$252.78 Events
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Dividends
Dividend Analysis
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| Trades 326 | Longs Won 226/326 69% | Profit Factor 6.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $185,952.22 |
| Average Win $98,719.49 | Best Trade (Jul 11) $1.56M | Sharpe Ratio -13.86 |
| Average Loss -$34,255.38 | Worst Trade (Jul 15) -$780,488.33 | Z-Score 7.94 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $57,929.65 |
| 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 | 2,488 | 2,239 | 1,990 | 1,741 | 1,493 | 1,244 | 995 | 746 | 498 | 249 |
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Returns
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