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:
19.46%
Gain +0.48%
Monthly
0.83%
Yearly
10.45%
Drawdown
11.02%
$85.8M
Equity
Holdings
$85.8M
Investment
$66.71M
$19.32M
Profit +$541,473.2
Realized
$232,666.62
Unrealized
$19.09M
Dividends
$3.02M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$541,473.2
Win %
71%
This Week
Compared To Last Week
Gain
0.17%
Profit
$144,828.09
Win %
71%
This Month
Compared to last month
Gain
1.37%
Profit
$1.16M
Win %
71%
This Year
Compared to last year
Gain
-1.84%
Profit
-$1.61M
Win %
71%
IP International Paper Company
+6.58%
+$14,742 
MRSH Marsh & McLennan Companies, Inc.
+4.39%
+$11,760 
HONA Honeywell Aerospace Inc.
+4.23%
+$25,420.07 
MAR Marriott International Inc. - Class A
+3.94%
+$10,837.29 
HD The Home Depot, Inc.
+3.92%
+$25,754.35 
UNH UnitedHealth Group Incorporated
+3.63%
+$29,594.04 
BNY BlackRock New York Municipal Income Trust
+3.16%
+$44,370 
VNO Vornado Realty Trust
+2.85%
+$4,968.92 
GSK GSK plc Sponsored ADR
+2.75%
+$17,958.96 
AMGN Amgen Inc.
+2.62%
+$15,669.88 
HLN Haleon Plc - ADR
+2.53%
+$4,182.89 
IBM International Business Machines Corporation
+2.52%
+$67,335.94 
V Visa Inc. Class A
+2.4%
+$25,297.86 
F Ford Motor Company
+2.37%
+$2,916.69 
AXP American Express Company
+2.35%
+$20,215.97 
CVS CVS Health Corporation
+2.06%
+$3,826.02 
BBCA JPMorgan BetaBuilders Canada ETF
+2.01%
+$21,607 
INDA ISHARES MSCI INDIA ETF
+2%
+$6,256.64 
AFK VanEck Vectors Africa Index ETF
+1.99%
+$12,173.2 
SPG Simon Property Group, Inc.
+1.91%
+$12,855.4 
FLIN Franklin FTSE India ETF
+1.91%
+$5,652.78 
BA Boeing Company
+1.9%
+$8,866.26 
FCNCA First Citizens BancShares, Inc.
+1.77%
+$4,663.73 
DIS The Walt Disney Company
+1.77%
+$8,389.71 
EWC iShares MSCI Canada ETF
+1.74%
+$5,015.07 
FLCA Franklin FTSE Canada ETF
+1.73%
+$11,281.95 
GE General Electric Company
+1.59%
+$17,945.99 
MCD McDonald's Corporation
+1.57%
+$9,293.9 
WMT Walmart Inc.
+1.56%
+$33,823.47 
SCHA Schwab U.S. Small-Cap ETF
+1.52%
+$12,870.44 
UMH UMH Properties, Inc.
+1.46%
+$2,554.64 
IEV iShares Europe ETF
+1.46%
+$4,435.18 
VB Vanguard Small-Cap ETF
+1.43%
+$58,355.66 
BBEU JPMorgan BetaBuilders Europe Fund
+1.43%
+$11,386.94 
VGK Vanguard FTSE Europe ETF
+1.41%
+$11,263.05 
IEUR iShares Core MSCI Europe ETF
+1.39%
+$4,210.22 
KIM Kimco Realty Corporation
+1.39%
+$3,392.33 
VXF Vanguard Extended Market ETF
+1.28%
+$19,302.03 
MSFT Microsoft Corp.
+1.25%
+$28,014 
GS The Goldman Sachs Group, Inc.
+1.19%
+$14,588.24 
FXI iShares China Large-Cap ETF
+1.17%
+$5,230.98 
DOW Dow Inc.
+1.15%
+$2,734.94 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.07%
+$6,017.4 
WELL Welltower Inc.
+0.99%
+$2,264.81 
TRV The Travelers Companies, Inc.
+0.94%
+$14,153.85 
VO Vanguard Mid-Cap ETF
+0.94%
+$16,033.46 
EPP iShares MSCI Pacific ex Japan ETF
+0.93%
+$4,163.13 
EFA iShares MSCI EAFE ETF
+0.93%
+$2,925.95 
EFG iShares MSCI EAFE Growth ETF
+0.9%
+$2,499.48 
IMVP Invesco India ETF
+0.85%
+$2,624.32 
C Citigroup Inc.
+0.77%
+$3,133.96 
CSX CSX Corporation
+0.73%
+$11,278.35 
MO Altria Group, Inc.
+0.73%
+$2,621.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.67%
+$5,053.85 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.62%
+$6,732.38 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.62%
+$1,389.53 
MBB iShares MBS ETF
+0.59%
+$1,315.03 
UNP Union Pacific Corporation
+0.59%
+$4,056.02 
BAC Bank of America Corporation
+0.58%
+$1,671.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.57%
+$2,800.16 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.56%
+$1,881.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$15,186.64 
MCHI iShares MSCI China ETF
+0.5%
+$1,312.99 
JNK SPDR Bloomberg High Yield Bond ETF
+0.48%
+$2,182.72 
VOO Vanguard S&P 500 ETF
+0.39%
+$3,797.49 
MMM 3M Company
+0.38%
+$2,048.73 
PG Procter & Gamble Co
+0.38%
+$6,025.2 
SPHY SPDR Portfolio High Yield Bond ETF
+0.38%
+$1,954.74 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.32%
+$1,303.61 
BNDX Vanguard Total International Bond ETF
+0.31%
+$627.56 
ELME Elme Communities
+0.29%
+$108.68 
ABBV AbbVie Inc.
+0.27%
+$773.67 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.21%
+$1,036.8 
KO The Coca-Cola Company
+0.2%
+$1,558.81 
ESS Essex Property Trust, Inc.
+0.16%
+$527.1 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.13%
+$423.25 
SCHC Schwab International Small-Cap Equity ETF
+0.11%
+$1,069.86 
JNJ Johnson & Johnson
+0.08%
+$768.34 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$390.89 
RTX RTX Corporation
+0.01%
+$23.27 
HONIV Honeywell International Inc.
0%
$0 
CSCO Cisco Systems, Inc.
-3.61%
-$49,031.9 
PM Philip Morris International Inc.
-2.74%
-$27,636 
PLD Prologis Inc.
-2.54%
-$9,251.45 
FLAX Franklin FTSE Asia Ex Japan ETF
-1.79%
-$17,285.31 
XOM Exxon Mobil Corporation
-1.64%
-$11,655.1 
CVX Chevron Corporation
-1.49%
-$9,659.08 
INTC Intel Corporation
-1.43%
-$24,329.2 
GEV GE Vernova Inc.
-1.42%
-$12,341.43 
FLLA Franklin FTSE Latin America ETF
-1.3%
-$6,512.22 
CAT Caterpillar Inc.
-1.27%
-$24,998.71 
BP BP p.l.c. Sponsored ADR
-0.89%
-$2,767.91 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.88%
-$3,530.58 
EEMA iShares MSCI Emerging Markets Asia ETF
-0.88%
-$5,901.14 
IEMG iShares Core MSCI Emerging Markets ETF
-0.76%
-$4,641 
VPL Vanguard FTSE Pacific ETF
-0.76%
-$5,886.72 
ILF iShares Latin America 40 ETF
-0.74%
-$10,428.6 
PPL PPL Corporation
-0.73%
-$2,575.5 
SCJ iShares MSCI Japan Small-Cap ETF
-0.61%
-$3,715.8 
FLJP Franklin FTSE Japan ETF
-0.53%
-$2,453.15 
BBJP JPMorgan BetaBuilders Japan Fund
-0.46%
-$1,925.16 
EWJ iShares MSCI Japan ETF
-0.42%
-$1,653.62 
MRK Merck & Co., Inc.
-0.31%
-$3,376.86 
GMF SPDR S&P Emerging Asia Pacific ETF
-0.28%
-$1,619.04 
IPAC iShares Core MSCI Pacific ETF
-0.21%
-$1,673.1 
AFL Aflac Inc.
-0.21%
-$1,124 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$635.84 
JPM JPMorgan Chase & Co.
-0.15%
-$2,842.74 
SCHE Schwab Emerging Markets Equity ETF
-0.1%
-$462.98 
VZ Verizon Communications Inc.
-0.09%
-$592.48 
AAPL Apple Inc.
-0.08%
-$1,615.06 
GXC SPDR S&P China ETF
-0.04%
-$319.97 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.02%
-$130.3 Events
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Dividends
Dividend Analysis
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| Trades 347 | Longs Won 238/347 68% | Profit Factor 7.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $161,205.07 |
| Average Win $93,731.33 | Best Trade (Oct 14) $1.37M | Sharpe Ratio -11.11 |
| Average Loss -$27,377 | Worst Trade (Oct 15) -$293,356.59 | Z-Score 8.11 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $55,688.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,135 | 2,821 | 2,508 | 2,194 | 1,881 | 1,567 | 1,254 | 940 | 627 | 313 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,212 | $1.56M | $2.13M | - | $573,288.61 | 36.85% | -0.076% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 3,592 | $259,270.56 | $396,043.5 | - | $136,772.94 | 52.75% | -0.884% |
| ABBV AbbVie Inc. | 1,018 | $235,708 | $289,356.32 | - | $53,648.32 | 22.76% | +0.268% |
| AFK VanEck Vectors Africa Index ETF | 23,410 | $362,152.7 | $624,344.7 | - | $262,192 | 72.4% | +1.989% |
| AFL Aflac Inc. | 4,496 | $465,066 | $530,348.16 | - | $65,282.16 | 14.04% | -0.211% |
| AMGN Amgen Inc. | 1,406 | $366,478.31 | $614,780.53 | - | $248,302.22 | 67.75% | +2.616% |
| AXP American Express Company | 2,800 | $831,012 | $879,676 | - | $48,664 | 5.86% | +2.352% |
| BA Boeing Company | 2,526 | $447,102 | $475,317.42 | - | $28,215.42 | 6.31% | +1.901% |
| BAC Bank of America Corporation | 5,573 | $244,933 | $288,068.37 | - | $43,135.37 | 17.61% | +0.584% |
| BBCA JPMorgan BetaBuilders Canada ETF | 10,540 | $744,296.26 | $1.1M | - | $351,020.54 | 47.16% | +2.012% |
| BBEU JPMorgan BetaBuilders Europe Fund | 10,642 | $589,779.64 | $808,792 | - | $219,012.36 | 37.13% | +1.428% |
| BBJP JPMorgan BetaBuilders Japan Fund | 5,423 | $297,668.47 | $417,652.34 | - | $119,983.87 | 40.31% | -0.459% |
| BNDX Vanguard Total International Bond ETF | 4,328 | $212,288.4 | $204,259.96 | - | -$8,028.44 | -3.78% | +0.308% |
| BNY BlackRock New York Municipal Income Trust | 10,200 | $783,666 | $1.45M | - | $664,683 | 84.82% | +3.16% |
| BP BP p.l.c. Sponsored ADR | 6,363 | $219,269 | $307,810.12 | - | $88,541.12 | 40.38% | -0.891% |
| BRK-B Berkshire Hathaway Inc. | 1,241 | $562,520 | $653,591.24 | - | $91,071.24 | 16.19% | +0.06% |
| C Citigroup Inc. | 3,334 | $234,680 | $410,782.14 | - | $176,102.14 | 75.04% | +0.769% |
| CAT Caterpillar Inc. | 2,637 | $956,598.14 | $1.95M | - | $993,463.36 | 103.85% | -1.266% |
| CSCO Cisco Systems, Inc. | 11,959 | $708,051.34 | $1.31M | - | $601,937.52 | 85.01% | -3.608% |
| CSX CSX Corporation | 31,770 | $1.03M | $1.55M | - | $519,915.95 | 50.71% | +0.735% |
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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 - $179,707.01, Honeywell International Inc - $131,819.45, Verizon Communications Inc - $128,427.47, Vanguard Emerging Markets Government Bond Fund - $97,598.32, and iShares Latin America 40 ETF - $92,044.25. 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 - $127,909.83, Salesforce Inc - $120,696.74, Nike, Inc. - Class B - $111,341.92, Dow Inc - $108,758.95, and Vanguard Extended Market ETF - $66,210.3. 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 $3.02M earned over time. The largest contributors to dividend income include International Business Machines Corporation - $140,353.42, Vanguard Small-Cap ETF - $91,831.03, Vanguard Emerging Markets Government Bond Fund - $88,637.45, Verizon Communications Inc - $87,159.07, 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.
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