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:
20.71%
Gain -0.35%
Monthly
0.95%
Yearly
11.96%
Drawdown
11.02%
$87.08M
Equity
Holdings
$87.08M
Investment
$66.71M
$20.6M
Profit -$413,445.53
Realized
$232,666.62
Unrealized
$20.37M
Dividends
$2.76M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$413,445.53
Win %
78%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$413,445.53
Win %
78%
This Month
Compared to last month
Gain
0.76%
Profit
$655,067.85
Win %
78%
This Year
Compared to last year
Gain
-0.39%
Profit
-$338,769.88
Win %
77%
MSFT Microsoft Corp.
+3.02%
+$57,203.96 
CVX Chevron Corporation
+2.35%
+$13,230.04 
BP BP p.l.c. Sponsored ADR
+2.26%
+$6,363 
CSCO Cisco Systems, Inc.
+2.14%
+$29,060.37 
VZ Verizon Communications Inc.
+1.52%
+$10,368.4 
GE General Electric Company
+1.42%
+$18,535.54 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$3,893.75 
HONA Honeywell Aerospace Inc.
+1.18%
+$9,275.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,253.12 
GMF SPDR S&P Emerging Asia Pacific ETF
+0.96%
+$5,379.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,096.24 
UNP Union Pacific Corporation
+0.92%
+$6,408.02 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$4,100.67 
IBM International Business Machines Corporation
+0.86%
+$22,405.98 
FLAX Franklin FTSE Asia Ex Japan ETF
+0.85%
+$8,093.91 
GEV GE Vernova Inc.
+0.85%
+$7,653.51 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.83%
+$5,451.8 
MCD McDonald's Corporation
+0.82%
+$5,467.02 
ESS Essex Property Trust, Inc.
+0.81%
+$2,861.43 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$3,160.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,367.98 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,638.81 
CAT Caterpillar Inc.
+0.7%
+$14,951.76 
DOW Dow Inc.
+0.67%
+$1,632.8 
MO Altria Group, Inc.
+0.57%
+$1,911 
MCHI iShares MSCI China ETF
+0.54%
+$1,544.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$15,671.32 
CSX CSX Corporation
+0.42%
+$6,671.7 
RTX RTX Corporation
+0.39%
+$1,954.68 
GXC SPDR S&P China ETF
+0.38%
+$3,199.68 
PG Procter & Gamble Co
+0.37%
+$5,322.26 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,308.26 
BAC Bank of America Corporation
+0.36%
+$1,226.06 
MRK Merck & Co., Inc.
+0.32%
+$3,009.88 
JPM JPMorgan Chase & Co.
+0.27%
+$5,239.56 
FLIN Franklin FTSE India ETF
+0.25%
+$788.76 
JNJ Johnson & Johnson
+0.21%
+$1,986.44 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$665.6 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,549.98 
AFK VanEck Vectors Africa Index ETF
+0.15%
+$936.4 
MMM 3M Company
+0.12%
+$682.9 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$420.52 
C Citigroup Inc.
+0.1%
+$433.39 
AFL Aflac Inc.
+0.09%
+$539.52 
WMT Walmart Inc.
+0.09%
+$1,868.74 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$229.97 
FLLA Franklin FTSE Latin America ETF
+0.04%
+$166.98 
DIS The Walt Disney Company
+0.03%
+$130.41 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$98.1 
HYEM VanEck Emerging Markets High Yield Bond Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$152,318.24 
IP International Paper Company
-5.38%
-$16,286.4 
ABBV AbbVie Inc.
-2.51%
-$6,586.46 
HLN Haleon Plc - ADR
-2.37%
-$4,097.52 
BA Boeing Company
-2.15%
-$12,023.73 
VNO Vornado Realty Trust
-1.89%
-$4,104.76 
UNH UnitedHealth Group Incorporated
-1.68%
-$14,550.08 
UMH UMH Properties, Inc.
-1.31%
-$2,322.4 
EPP iShares MSCI Pacific ex Japan ETF
-1.26%
-$5,877.36 
F Ford Motor Company
-1.21%
-$1,842.12 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$7,087.17 
PLD Prologis Inc.
-1.08%
-$4,416.1 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$4,175.71 
INTC Intel Corporation
-1.02%
-$16,161.54 
KO The Coca-Cola Company
-1.02%
-$7,583.4 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$7,778.89 
PPL PPL Corporation
-0.98%
-$3,535 
FLJP Franklin FTSE Japan ETF
-0.98%
-$4,449.9 
XOM Exxon Mobil Corporation
-0.97%
-$6,149.07 
EWJ iShares MSCI Japan ETF
-0.96%
-$3,674.7 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$7,436 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,729.99 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,192.94 
CVS CVS Health Corporation
-0.75%
-$1,625.03 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$8,115.8 
SCJ iShares MSCI Japan Small-Cap ETF
-0.74%
-$4,447.7 
GSK GSK plc Sponsored ADR
-0.73%
-$5,189.66 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,462.75 
MAR Marriott International Inc. - Class A
-0.71%
-$1,961.01 
EWC iShares MSCI Canada ETF
-0.67%
-$1,947.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,331.8 
AMGN Amgen Inc.
-0.64%
-$3,486.89 
FLCA Franklin FTSE Canada ETF
-0.63%
-$4,167.54 
GS The Goldman Sachs Group, Inc.
-0.63%
-$9,046.07 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,024.88 
ELME Elme Communities
-0.62%
-$217.36 
PM Philip Morris International Inc.
-0.61%
-$5,781.95 
WELL Welltower Inc.
-0.51%
-$1,176.91 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$1,576.24 
SPG Simon Property Group, Inc.
-0.46%
-$3,619.81 
IEV iShares Europe ETF
-0.44%
-$1,427.91 
VGK Vanguard FTSE Europe ETF
-0.44%
-$3,708 
TRV The Travelers Companies, Inc.
-0.43%
-$6,498.81 
BBEU JPMorgan BetaBuilders Europe Fund
-0.43%
-$3,618.28 
HD The Home Depot, Inc.
-0.42%
-$3,092.79 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$3,890.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$959.68 
MBB iShares MBS ETF
-0.4%
-$909.46 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,449.81 
AXP American Express Company
-0.38%
-$3,555.97 
VXF Vanguard Extended Market ETF
-0.3%
-$4,709.43 
BNDX Vanguard Total International Bond ETF
-0.23%
-$476.08 
VB Vanguard Small-Cap ETF
-0.22%
-$9,462.79 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,250.83 
IMVP Invesco India ETF
-0.15%
-$492.06 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,077.05 
KIM Kimco Realty Corporation
-0.12%
-$328.29 
FXI iShares China Large-Cap ETF
-0.06%
-$264.86 
VO Vanguard Mid-Cap ETF
-0.05%
-$855.12 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$511.32 
V Visa Inc. Class A
-0.04%
-$377.55 
ILF iShares Latin America 40 ETF
-0.03%
-$372.45 Events
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Dividends
Dividend Analysis
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| Trades 347 | Longs Won 252/347 72% | Profit Factor 8.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,983.7 |
| Average Win $93,228.8 | Best Trade (Aug 14) $1.47M | Sharpe Ratio -9.83 |
| Average Loss -$30,481.41 | Worst Trade (Aug 02) -$296,503.96 | Z-Score 11.98 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $59,360.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,857 | 2,571 | 2,286 | 2,000 | 1,714 | 1,429 | 1,143 | 857 | 571 | 286 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,212 | $1.56M | $1.92M | - | $363,385.13 | 23.36% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 3,592 | $259,270.56 | $397,706.24 | - | $138,435.68 | 53.39% | +0.801% |
| ABBV AbbVie Inc. | 1,018 | $235,708 | $255,456.92 | - | $19,748.92 | 8.38% | -2.513% |
| AFK VanEck Vectors Africa Index ETF | 23,410 | $362,152.7 | $611,703.3 | - | $249,550.6 | 68.91% | +0.153% |
| AFL Aflac Inc. | 4,496 | $465,066 | $573,150.08 | - | $108,084.08 | 23.24% | +0.094% |
| AMGN Amgen Inc. | 1,406 | $366,478.31 | $541,534.96 | - | $175,056.65 | 47.77% | -0.64% |
| AXP American Express Company | 2,800 | $831,012 | $941,500 | - | $110,488 | 13.3% | -0.376% |
| BA Boeing Company | 2,526 | $447,102 | $545,969.64 | - | $98,867.64 | 22.11% | -2.155% |
| BAC Bank of America Corporation | 5,573 | $244,933 | $345,247.35 | - | $100,314.35 | 40.96% | +0.356% |
| BBCA JPMorgan BetaBuilders Canada ETF | 10,540 | $744,296.26 | $1.08M | - | $335,105.14 | 45.02% | -0.746% |
| BBEU JPMorgan BetaBuilders Europe Fund | 10,642 | $589,779.64 | $842,314.3 | - | $252,534.66 | 42.82% | -0.428% |
| BBJP JPMorgan BetaBuilders Japan Fund | 5,423 | $297,668.47 | $404,447.34 | - | $106,778.87 | 35.87% | -1.022% |
| BNDX Vanguard Total International Bond ETF | 4,328 | $212,288.4 | $206,748.56 | - | -$5,539.84 | -2.61% | -0.23% |
| BNY BlackRock New York Municipal Income Trust | 10,200 | $783,666 | $1.59M | - | $810,900 | 103.48% | +0.16% |
| BP BP p.l.c. Sponsored ADR | 6,363 | $219,269 | $287,734.86 | - | $68,465.86 | 31.22% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 1,241 | $562,520 | $634,821.14 | - | $72,301.14 | 12.85% | +0.365% |
| C Citigroup Inc. | 3,334 | $234,680 | $441,588.3 | - | $206,908.3 | 88.17% | +0.098% |
| CAT Caterpillar Inc. | 2,637 | $956,598.14 | $2.15M | - | $1.19M | 124.61% | +0.701% |
| CSCO Cisco Systems, Inc. | 11,959 | $708,051.34 | $1.39M | - | $679,073.07 | 95.91% | +2.14% |
| CSX CSX Corporation | 31,770 | $1.03M | $1.6M | - | $575,990 | 56.18% | +0.418% |
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FAQ
Which stocks have generated the highest profits for Jeffrey N. Yoffe?
The largest contributions to the portfolio's profits come from the following stocks: International Business Machines Corporation - $159,881.62, Honeywell International Inc - $131,819.45, Verizon Communications Inc - $117,947.98, iShares Latin America 40 ETF - $92,044.25, and Vanguard Emerging Markets Government Bond Fund - $86,584.49. 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: Schwab U.S. Large-Cap Growth ETF - $128,422.7, Salesforce Inc - $120,696.74, Dow Inc - $111,616.35, Nike, Inc. - Class B - $111,341.92, and Vanguard Extended Market ETF - $69,923.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey N. Yoffe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.76M earned over time. The largest contributors to dividend income include International Business Machines Corporation - $120,528.03, Vanguard Small-Cap ETF - $79,658.07, Vanguard Emerging Markets Government Bond Fund - $77,623.62, Verizon Communications Inc - $76,679.58, and Procter & Gamble Co - $75,564.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey N. Yoffe's monthly returns?
Jeffrey N. Yoffe's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jeffrey N. Yoffe's strategy be considered aggressive or moderate?
Jeffrey N. Yoffe'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 Jeffrey N. Yoffe's strategy?
Jeffrey N. Yoffe'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.
