YL
Yosef Levy Portfolio
Invests via Y.D. More Investments Ltd. | Managed by Y.D. More Investments Ltd., More Provident Funds and Pension Ltd, More Investment House Portfolio Management Ltd., More Mutual Funds Management (2013) Ltd.
Invests via Y.D. More Investments Ltd.
Managed by Y.D. More Investments Ltd., More Provident Funds and Pension Ltd, More Investment House Portfolio Management Ltd., More Mutual Funds Management (2013) Ltd.
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Yosef Levy Profile
With a strong foundation in finance and entrepreneurship, Yosef Levy has cultivated a significant career marked by leadership roles in various investment initiatives. His expertise spans startup growth and business development across multiple sectors. Recognized for his ability to identify lucrative market opportunities, he plays an integral part in fostering innovation and expansion within the ventures he is involved with. With years of experience managing cross-functional teams, his contributions are pivotal in guiding early-stage companies toward sustainable profitability and strategic positioning in competitive landscapes.
With a strong foundation in finance and entrepreneurship, Yosef Levy has cultivated a significant career marked by leadership roles in various investment initiatives. His expertise spans startup growth and business development across multiple sectors. Recognized for his ability to identify lucrative market opportunities, he plays an integral part in fostering innovation and expansion within the ventures he is involved with. With years of experience managing cross-functional teams, his contributions are pivotal in guiding early-stage companies toward sustainable profitability and strategic positioning in competitive landscapes.
Investment Philosophy & Strategy
Identifying unique market opportunities drives the investment approach of Yosef Levy. His emphasis on leveraging operational insights positions him to effectively guide early-stage companies toward achieving scalable growth and robust business models. A seasoned entrepreneur, he prioritizes innovation while fostering collaboration among diverse teams to enhance strategic outcomes. By aligning investments with emerging trends and disruptive technologies, his strategy is shaped by an entrepreneurial mindset that seeks to transform vision into impactful realities.
Identifying unique market opportunities drives the investment approach of Yosef Levy. His emphasis on leveraging operational insights positions him to effectively guide early-stage companies toward achieving scalable growth and robust business models. A seasoned entrepreneur, he prioritizes innovation while fostering collaboration among diverse teams to enhance strategic outcomes. By aligning investments with emerging trends and disruptive technologies, his strategy is shaped by an entrepreneurial mindset that seeks to transform vision into impactful realities.
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:
219.78%
Gain +5.85%
Monthly
3.11%
Yearly
44.5%
Drawdown
29.8%
$2.84B
Equity
Holdings
$2.84B
Investment
$1.59B
$1.42B
Profit +$86.02M
Realized
$165.1M
Unrealized
$1.25B
Dividends
$44.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.85%
Profit
$86.02M
Win %
71%
This Week
Compared To Last Week
Gain
-2.73%
Profit
-$79.74M
Win %
71%
This Month
Compared to last month
Gain
-8.32%
Profit
-$258.09M
Win %
71%
This Year
Compared to last year
Gain
11.7%
Profit
$297.56M
Win %
70%
H5919C104
+19.79%
+$514,944 
AISPW Airship AI Holdings Inc.
+13.31%
+$40,432.5 
GPN Global Payments Inc.
+5.85%
+$691.6 
FBYDW Falcon's Beyond Global, Inc. Warrant
+5.79%
+$8,250 
BWAY Brainsway Ltd. ADR
+4.89%
+$209,443.08 
QMNV
+4.75%
+$1,505 
BABA Alibaba Group Holding Limited SP ADR
+4.67%
+$483.3 
NYAX Nayax Ltd.
+4.55%
+$2.53M 
WIX Wix.com Ltd.
+3.71%
+$31,515 
TGB Taseko Mines Ltd.
+3.54%
+$18,000 
TER Teradyne, Inc.
+3.54%
+$29,653.03 
AXON Axon Enterprise, Inc.
+3.37%
+$1,290 
TEAM Atlassian Corporation Class A
+3.37%
+$282.6 
MRVL Marvell Technology, Inc.
+3.32%
+$89,780.92 
SPOT Spotify Technology S.A.
+2.97%
+$56,720.04 
PERI Perion Network Ltd.
+2.77%
+$13,000.52 
NABL N-able Inc.
+2.73%
+$3,156.79 
CAG Conagra Brands Inc.
+2.7%
+$3,429.58 
ARBE Arbe Robotics Ltd.
+2.55%
+$52,621.81 
AKAM Akamai Technologies Inc.
+2.45%
+$34,847.82 
KWEB KraneShares CSI China Internet ETF
+2.35%
+$31,500 
AMTM Amentum Holdings, Inc.
+2.32%
+$161.28 
MSFT Microsoft Corp.
+2.15%
+$468,933.63 
MCHI iShares MSCI China ETF
+2.13%
+$28,250.05 
INTC Intel Corporation
+2.12%
+$244,831.84 
KEN Kenon Holdings Ltd.
+2.12%
+$295,894.2 
COIN Coinbase Global, Inc.
+2.11%
+$470.02 
FISV Fiserv, Inc.
+2.07%
+$360.15 
PGR Progressive Corporation
+2.06%
+$1,600.72 
SNOW Snowflake Inc.
+2.02%
+$21,760 
GEV GE Vernova Inc.
+2.02%
+$113,891.85 
AVGO Broadcom Inc.
+1.98%
+$287,091.9 
MU Micron Technology, Inc.
+1.95%
+$302,463.57 
ESTC Elastic N.V.
+1.87%
+$9,737.05 
PLTR Palantir Technologies Inc.
+1.87%
+$736.06 
UAL United Airlines Holdings, Inc.
+1.83%
+$453.65 
ESLT Elbit Systems Ltd.
+1.79%
+$7.33M 
KNSL Kinsale Capital Group Inc.
+1.78%
+$307 
ULTA Ulta Beauty Inc.
+1.77%
+$28,082.99 
CRM Salesforce Inc
+1.77%
+$13,085.62 
CBOE Cboe Global Markets Inc.
+1.76%
+$321.6 
DDOG Datadog, Inc. Class A Common Stock
+1.74%
+$87,800.68 
TMUS T-Mobile US, Inc.
+1.67%
+$221.49 
VST Vistra Corp
+1.64%
+$8,262.03 
AMD Advanced Micro Devices, Inc.
+1.57%
+$29,209.4 
WRB W.R. Berkley Corporation
+1.56%
+$212.8 
ALL Allstate Corporation
+1.53%
+$635.78 
GOOG Alphabet Inc
+1.52%
+$492,292.5 
GOOGL Alphabet Inc
+1.5%
+$165,656.38 
NOW ServiceNow, Inc.
+1.41%
+$23,360 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1.38%
+$5,060 
ICE Intercontinental Exchange, Inc.
+1.37%
+$696.96 
IBKR Interactive Brokers Group Inc.
+1.27%
+$326.6 
PLX Protalix Biotherapeutics Inc.
+1.26%
+$6.6 
CVX Chevron Corporation
+1.24%
+$25,646.53 
AMZN Amazon.com Inc
+1.12%
+$425,891.62 
WMB The Williams Companies, Inc.
+1.06%
+$925.08 
VEEV Veeva Systems Inc.
+1.04%
+$20,525.33 
ABT Abbott Laboratories
+1.03%
+$83.2 
MELI MercadoLibre, Inc.
+1.02%
+$573.81 
JKHY Jack Henry & Associates, Inc.
+0.98%
+$68.54 
DOCS Doximity Inc.
+0.98%
+$84 
SCHW Charles Schwab Corporation
+0.96%
+$1,045.66 
CPAY Corpay, Inc.
+0.95%
+$157.05 
LPLA LPL Financial Holdings Inc.
+0.94%
+$642.6 
LNG Cheniere Energy Inc.
+0.9%
+$12,690.05 
KMI Kinder Morgan, Inc.
+0.87%
+$904.96 
FIS Fidelity National Information Services, Inc.
+0.86%
+$119.16 
EOG EOG Resources, Inc.
+0.86%
+$909.6 
COP ConocoPhillips
+0.85%
+$36.86 
OPK Opko Health Inc.
+0.84%
+$12,994.73 
FLR Fluor Corporation
+0.83%
+$2,177.51 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$294.06 
SDHY PGIM Short Duration High Yield Fund
+0.82%
+$12.61 
TJX The TJX Companies, Inc.
+0.8%
+$13,981 
OMC Omnicom Group Inc.
+0.78%
+$637.44 
TBLA Taboola.com Ltd.
+0.76%
+$12,000 
AIQ Global X Artificial Intelligence & Technology ETF
+0.75%
+$2,486 
SHOP Shopify Inc.
+0.74%
+$368 
VRT Vertiv Holdings Co
+0.73%
+$27,856.22 
FCX Freeport-McMoRan Inc.
+0.73%
+$1,413.12 
PAYX Paychex Inc.
+0.71%
+$619.65 
MA Mastercard Incorporated
+0.71%
+$34,813.26 
KO The Coca-Cola Company
+0.69%
+$4,827.2 
XOM Exxon Mobil Corporation
+0.68%
+$6,873 
DT Dynatrace, Inc.
+0.68%
+$7,320 
DUK Duke Energy Corporation
+0.67%
+$1,706.04 
WELL Welltower Inc.
+0.65%
+$34.98 
CAMT Camtek Ltd.
+0.64%
+$736,359.97 
T AT&T Inc.
+0.64%
+$580.16 
PWR Quanta Services Inc.
+0.64%
+$20,806.89 
DRS Leonardo DRS, Inc.
+0.61%
+$80,460 
MO Altria Group, Inc.
+0.61%
+$1,135.35 
KMDA Kamada Ltd.
+0.57%
+$5,457.52 
V Visa Inc. Class A
+0.56%
+$31,623.49 
CHRD Chord Energy Corp
+0.55%
+$708.4 
FICO Fair Isaac Corporation
+0.54%
+$1,780.79 
HON Honeywell International Inc.
+0.52%
+$159.5 
RTX RTX Corporation
+0.48%
+$78.12 
ACGL Arch Capital Group Ltd
+0.47%
+$109.44 
PYPL PayPal Holdings Inc
+0.46%
+$152.88 
XLE Energy Select Sector SPDR Fund
+0.45%
+$560.04 
SOXX iShares Semiconductor ETF
+0.45%
+$370,460.68 
CEG Constellation Energy Corporation
+0.44%
+$17,545.77 
ANET Arista Networks, Inc.
+0.44%
+$643.81 
IGM iShares Expanded Tech Sector ETF
+0.42%
+$338.56 
SMH VanEck Semiconductor ETF
+0.41%
+$81,525.09 
SKYY First Trust Cloud Computing ETF
+0.41%
+$134.4 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.41%
+$553.5 
IPAY Amplify Digital Payments ETF
+0.37%
+$147.2 
APD Air Products and Chemicals, Inc.
+0.34%
+$7.07 
FDN First Trust Dow Jones Internet Index Fund
+0.29%
+$78 
XAR SPDR S&P Aerospace & Defense ETF
+0.29%
+$21,393.11 
TTD The Trade Desk, Inc. Class A
+0.27%
+$20 
NDAQ Nasdaq, Inc.
+0.25%
+$89.01 
IXC iShares Global Energy ETF
+0.24%
+$14.95 
NVDA NVIDIA Corporation
+0.23%
+$50,284.96 
WCLD WisdomTree Cloud Computing Fund
+0.23%
+$224.08 
IAK iShares U.S. Insurance ETF
+0.23%
+$207.89 
IGV iShares Expanded Tech-Software Sector ETF
+0.19%
+$24,256.8 
MAR Marriott International Inc. - Class A
+0.19%
+$689.99 
MTUM iShares MSCI USA Momentum Factor ETF
+0.18%
+$93.5 
HIG The Hartford Insurance Group, Inc.
+0.17%
+$42.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$69.75 
IBM International Business Machines Corporation
+0.15%
+$165 
LMT Lockheed Martin Corporation
+0.15%
+$6,695.15 
ZWS Zurn Elkay Water Solutions Corporation
+0.15%
+$402.85 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.14%
+$837 
IHI iShares U.S. Medical Devices ETF
+0.14%
+$599.76 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$300 
CVS CVS Health Corporation
+0.13%
+$357.7 
L Loews Corporation
+0.12%
+$15.12 
KMB Kimberly-Clark Corporation
+0.12%
+$141.44 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.11%
+$483.6 
MDT Medtronic plc
+0.11%
+$6.75 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$6,118.84 
CB Chubb Limited
+0.1%
+$85.84 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$49,416.62 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$5,210.81 
MTB M&T Bank Corporation
+0.08%
+$19.4 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$17.28 
XLK State Street Technology Select Sector SPDR ETF
+0.07%
+$1,466.64 
RYT Invesco S&P 500 Equal Weight ETF
+0.07%
+$421.6 
ALSN Allison Transmission Holdings Inc.
+0.06%
+$394.17 
AOS A. O. Smith Corporation
+0.05%
+$143.1 
CPB The Campbell's Company
+0.04%
+$46.56 
STT State Street Corp
+0.04%
+$14.24 
OKE ONEOK, Inc.
+0.04%
+$64.44 
OTIS Otis Worldwide Corporation
+0.04%
+$402.39 
ZIM ZIM Integrated Shipping Services Ltd.
+0.04%
+$10,198.73 
CRED Columbia Research Enhanced Real Estate ETF
+0.04%
+$13.29 
ATI ATI Inc.
+0.04%
+$330.75 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$1,286.1 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$449.27 
CME CME Group Inc.
+0.02%
+$33 
CR Crane NXT Co.
+0.02%
+$99.48 
FE FirstEnergy Corp.
+0.02%
+$18.09 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$296.69 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$0.99 
686688AB8
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
TBLAW Taboola.com Ltd. Warrant
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
ZOOZ
0%
$0 
DFNS T3 Defense Inc.
-18.86%
-$53.68 
SEDG SolarEdge Technologies Inc.
-9.09%
-$2.45M 
AAON Aaon Inc.
-6.77%
-$21,202.48 
MGY Magnolia Oil & Gas Corp.
-6.35%
-$1,297.5 
TENB Tenable Holdings Inc.
-5.32%
-$19,925.88 
CSL Carlisle Companies Inc.
-5.24%
-$25,510.88 
ENPH Enphase Energy, Inc.
-5.08%
-$13,630.6 
GLBE Global-E Online Ltd.
-4.04%
-$13,090 
KKR KKR & Co. Inc.
-3.93%
-$1,738.86 
SMWB Similarweb Ltd.
-3.88%
-$310,850.46 
UPS United Parcel Service, Inc.
-3.85%
-$7,701 
SQ Block, Inc.
-3.67%
-$2,226.5 
RUN Sunrun Inc.
-3.46%
-$410 
TLS Telos Corporation
-3.38%
-$4,252.64 
SOLS Sollensys Corp
-3.27%
-$90,875.89 
CLF Cleveland-Cliffs Inc.
-3.23%
-$5,904.6 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-3.22%
-$1.67M 
FSLR First Solar, Inc.
-3.15%
-$13,827.6 
CNM Core & Main Inc.
-3.12%
-$9,511.86 
URI United Rentals, Inc.
-3.11%
-$70,655 
WMS Advanced Drainage Systems, Inc.
-3.06%
-$30,162.93 
TSLA Tesla, Inc.
-2.96%
-$72,319.53 
TSEM Tower Semiconductor Ltd.
-2.94%
-$6.41M 
LECO Lincoln Electric Holdings, Inc.
-2.89%
-$13,794.84 
TFC Truist Financial Corporation
-2.86%
-$3,972 
PANW Palo Alto Networks, Inc.
-2.79%
-$5.64M 
BXP Boston Properties, Inc.
-2.79%
-$12,179.7 
RKLB Rocket Lab Corporation
-2.78%
-$18,800 
LLY Eli Lilly and Company
-2.73%
-$28,988.97 
GILT Gilat Satellite Networks Ltd.
-2.69%
-$214,709.1 
VMC Vulcan Materials Company
-2.67%
-$34,741.26 
BX Blackstone Inc.
-2.6%
-$6,362.4 
SOLV Solventum Corporation
-2.53%
-$24.72 
FLS Flowserve Corporation
-2.51%
-$7,552.52 
IR Ingersoll Rand Inc.
-2.5%
-$27,836.78 
CARR Carrier Global Corporation
-2.49%
-$49,294.17 
NUE Nucor Corporation
-2.48%
-$46,138.12 
ENLT Enlight Renewable Energy Ltd.
-2.43%
-$12.19M 
MRK Merck & Co., Inc.
-2.42%
-$831.21 
KLAC KLA Corporation
-2.42%
-$699,936.5 
AWI Armstrong World Industries, Inc.
-2.4%
-$5,542.5 
UPST Upstart Holdings, Inc.
-2.34%
-$255.3 
SHW The Sherwin-Williams Company
-2.33%
-$61.76 
CRWD CrowdStrike Holdings, Inc.
-2.26%
-$203,667.48 
TAN Invesco Solar ETF
-2.25%
-$2,601.5 
ODYS Odysight.ai Inc.
-2.24%
-$107,089.73 
GE General Electric Company
-2.16%
-$496.98 
XBI SPDR S&P Biotech ETF
-2.15%
-$41,499.87 
AAPL Apple Inc.
-2.14%
-$98,455.5 
STLD Steel Dynamics Inc.
-2.13%
-$25,094.93 
BA Boeing Company
-2.13%
-$222.95 
DOV Dover Corporation
-2.12%
-$21,175.7 
EMR Emerson Electric Co.
-2.12%
-$57,400.32 
MS Morgan Stanley
-2.12%
-$4,354.79 
BLDR Builders FirstSource, Inc.
-2.1%
-$5,954.52 
LRCX Lam Research Corporation
-2.09%
-$91,710.28 
IHE iShares U.S. Pharmaceuticals ETF
-2.05%
-$5,589 
RPD Rapid7 Inc.
-2.05%
-$4,294.5 
ITB iShares U.S. Home Construction ETF
-1.97%
-$384 
NFLX Netflix, Inc.
-1.96%
-$39,426.75 
GPC Genuine Parts Company
-1.94%
-$1,297.12 
QLYS Qualys, Inc.
-1.92%
-$8,932.14 
NET Cloudflare Inc.
-1.91%
-$120,516.7 
DE Deere & Company
-1.88%
-$75,656.37 
SSD Simpson Manufacturing Co., Inc.
-1.86%
-$5,030.09 
APO Apollo Global Management, Inc.
-1.85%
-$662.31 
APG Api Group Corporation
-1.84%
-$11,017.12 
UNP Union Pacific Corporation
-1.82%
-$87,978 
CAT Caterpillar Inc.
-1.81%
-$211,047.99 
WMT Walmart Inc.
-1.79%
-$116,310.6 
BB BlackBerry Ltd.
-1.78%
-$7,733.76 
AMT American Tower Corporation
-1.76%
-$45 
XYL Xylem Inc.
-1.76%
-$18,122.4 
HD The Home Depot, Inc.
-1.72%
-$9,759.4 
J Jacobs Solutions Inc.
-1.72%
-$69,009.1 
RF Regions Financial Corporation
-1.71%
-$1,860.3 
GWW W.W. Grainger, Inc.
-1.71%
-$38,896.78 
IBB iShares Biotechnology ETF
-1.7%
-$1,243.55 
BLK BlackRock, Inc.
-1.69%
-$2,062.26 
JNJ Johnson & Johnson
-1.67%
-$12,980.72 
PFG Principal Financial Group, Inc.
-1.66%
-$1,816.29 
IEX IDEX Corporation
-1.65%
-$9,490.5 
WAB Wabtec Corporation
-1.61%
-$24,889.2 
FAST Fastenal Co.
-1.6%
-$28,925.52 
MLM Martin Marietta Materials, Inc.
-1.59%
-$18,666.57 
ITW Illinois Tool Works Inc.
-1.58%
-$43,360.2 
ECL Ecolab Inc.
-1.53%
-$37.62 
NSC Norfolk Southern Corporation
-1.53%
-$40,217.31 
PLD Prologis Inc.
-1.52%
-$68.4 
DTE DTE Energy Company
-1.51%
-$1,225.28 
PCAR PACCAR Inc.
-1.48%
-$33,933.02 
MAS Masco Corporation
-1.45%
-$8,009.64 
IHAK iShares Cybersecurity and Tech ETF
-1.41%
-$1,570.5 
CMI Cummins Inc.
-1.4%
-$43,150.5 
BAC Bank of America Corporation
-1.39%
-$18,863.2 
EXPE Expedia Group, Inc.
-1.37%
-$2,398.51 
WFC Wells Fargo & Company
-1.35%
-$2,330.5 
CMC Commercial Metals Company
-1.34%
-$3,406.03 
PNW Pinnacle West Capital Corporation
-1.33%
-$1,351.35 
DIS The Walt Disney Company
-1.29%
-$2,014.74 
GGG Graco Inc.
-1.29%
-$5,476.8 
SHEL Shell plc
-1.28%
-$448 
FTV Fortive Corporation
-1.28%
-$8,392.17 
CSX CSX Corporation
-1.26%
-$41,065.6 
OHI Omega Healthcare Investors Inc.
-1.25%
-$107.1 
ICLN iShares Global Clean Energy ETF
-1.25%
-$391 
CCI Crown Castle Inc.
-1.25%
-$1,323.63 
VHT Vanguard Health Care ETF
-1.24%
-$1,165.6 
CFG Citizens Financial Group, Inc.
-1.23%
-$241.19 
BEN Franklin Resources Inc.
-1.23%
-$1,926.4 
AON Aon plc
-1.21%
-$606.91 
PFE Pfizer Inc.
-1.2%
-$9,814.5 
AEIS Advanced Energy Industries Inc.
-1.19%
-$4,404.14 
ETR Entergy Corporation
-1.17%
-$1,045.38 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$1,218.75 
OSK Oshkosh Corporation
-1.16%
-$3,582.28 
XLV Health Care Select Sector SPDR Fund
-1.14%
-$8,033.42 
AA Alcoa Corporation
-1.14%
-$4,552 
EIS iShares MSCI Israel ETF
-1.11%
-$813.96 
CSCO Cisco Systems, Inc.
-1.11%
-$1,252.4 
IXJ iShares Global Healthcare ETF
-1.1%
-$377.14 
ORA Ormat Technologies Inc.
-1.09%
-$1M 
VMI Valmont Industries, Inc.
-1.09%
-$3,895.72 
PNC The PNC Financial Services Group, Inc.
-1.08%
-$701.76 
MCO Moody's Corporation
-1.07%
-$538.02 
MET MetLife Inc.
-1.07%
-$355.52 
PAVE Global X U.S. Infrastructure Development ETF
-1.07%
-$82,600.2 
UNH UnitedHealth Group Incorporated
-1.07%
-$1,652.56 
IEUR iShares Core MSCI Europe ETF
-1.06%
-$547.2 
BAH Booz Allen Hamilton Holding Corporation
-1.06%
-$6,807.54 
FITB Fifth Third Bancorp
-1.05%
-$1,177.91 
HBAN Huntington Bancshares Incorporated
-1.04%
-$1,034.55 
PEG Public Service Enterprise Group Incorporated
-1.03%
-$701.46 
NTRS Northern Trust Corporation
-1.03%
-$226.1 
GIS General Mills, Inc.
-1.03%
-$1,005.81 
TATT Tat Technologies Ltd.
-1.02%
-$332,100.41 
ERIE Erie Indemnity Company
-1.01%
-$36.8 
WILC G. Willi-Food International Ltd.
-1.01%
-$21,312.5 
KBWB Invesco KBW Bank ETF
-1%
-$785.7 
ICL ICL Group Ltd.
-0.99%
-$980,829.15 
NVMI Nova Ltd.
-0.98%
-$1.62M 
DOC Healthpeak Properties, Inc.
-0.98%
-$1,893.1 
KEY KeyCorp
-0.98%
-$137.54 
AXP American Express Company
-0.96%
-$5,082.15 
D Dominion Energy, Inc.
-0.96%
-$1,108.4 
GS The Goldman Sachs Group, Inc.
-0.96%
-$2,211.22 
BMY Bristol-Myers Squibb Company
-0.95%
-$1,070.68 
EG Everest Group, Ltd.
-0.94%
-$93.08 
PRU Prudential Financial, Inc.
-0.92%
-$1,291.4 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.91%
-$57.6 
NEE NextEra Energy, Inc.
-0.9%
-$4,824 
FDS FactSet Research Systems Inc.
-0.89%
-$55.2 
SO The Southern Company
-0.88%
-$1,661.52 
AIG American International Group Inc.
-0.87%
-$240.1 
VIS Vanguard Industrials ETF
-0.87%
-$897 
HACK Amplify Cybersecurity ETF
-0.86%
-$564.48 
QCOM QUALCOMM Incorporated
-0.85%
-$1,007.4 
AEP American Electric Power Company, Inc.
-0.82%
-$18.53 
ROL Rollins, Inc.
-0.82%
-$6,142 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$915 
O Realty Income Corporation
-0.81%
-$1,069.01 
RSG Republic Services, Inc.
-0.8%
-$18,967.68 
FEZ SPDR Euro Stoxx 50 ETF
-0.8%
-$540 
PSA Public Storage Common Stock
-0.79%
-$875.99 
FTNT Fortinet Inc.
-0.77%
-$36,503.75 
ES Eversource Energy
-0.76%
-$778.05 
AME Ametek Inc.
-0.76%
-$14,142.71 
HUBB Hubbell Inc.
-0.76%
-$6,767.44 
AMAT Applied Materials, Inc.
-0.75%
-$10,137.57 
INDA ISHARES MSCI INDIA ETF
-0.74%
-$1,346.4 
TROW T. Rowe Price Group, Inc.
-0.73%
-$996.74 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$4,010.61 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.72%
-$879.8 
EWG iShares MSCI Germany ETF
-0.7%
-$43.79 
WPM Wheaton Precious Metals Corp.
-0.7%
-$2,920 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$225.76 
CGNT Cognyte Software Ltd.
-0.69%
-$111,287.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.69%
-$1,248 
HOOD Robinhood Markets, Inc.
-0.68%
-$343.4 
ROK Rockwell Automation, Inc.
-0.68%
-$12,173.82 
NKE Nike, Inc. - Class B
-0.66%
-$1,116.5 
JPM JPMorgan Chase & Co.
-0.65%
-$39,424.17 
EXC Exelon Corporation
-0.65%
-$533.4 
MOD Modine Manufacturing Company
-0.64%
-$2,657.18 
ITA iShares U.S. Aerospace & Defense ETF
-0.63%
-$1,677.54 
VOOV Vanguard S&P 500 Value ETF
-0.63%
-$547.07 
OKTA Okta Inc.
-0.63%
-$13,602.6 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.63%
-$69 
XME SPDR S&P Metals & Mining ETF
-0.62%
-$6,710 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.62%
-$6,425.61 
COF Capital One Financial Corporation
-0.61%
-$617.4 
VTWO Vanguard Russell 2000 ETF
-0.61%
-$1,368 
WCN Waste Connections Inc.
-0.6%
-$3,990.48 
EXR Extra Space Storage Inc.
-0.59%
-$656.48 
BRO Brown & Brown Inc.
-0.59%
-$76.67 
GTO Invesco Total Return Bond ETF
-0.59%
-$412.5 
IWM iShares Russell 2000 ETF
-0.59%
-$778.5 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$90 
XHE SPDR S&P Health Care Equipment ETF
-0.57%
-$153.5 
PG Procter & Gamble Co
-0.57%
-$1,654.1 
MSCI MSCI Inc.
-0.56%
-$166.85 
S SentinelOne Inc.
-0.56%
-$9,108.55 
NEM Newmont Corporation
-0.56%
-$17 
SPGI S&P Global Inc.
-0.55%
-$485.55 
COST Costco Wholesale Corporation
-0.54%
-$6,388.21 
KXI iShares Global Consumer Staples ETF
-0.52%
-$6,300 
LHX L3Harris Technologies, Inc.
-0.52%
-$124,759.31 
NTSK Netskope, Inc.
-0.52%
-$2,252.04 
AFL Aflac Inc.
-0.51%
-$190.72 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$505.08 
EVRG Evergy Inc.
-0.5%
-$453.22 
IYG iShares U.S. Financial Services ETF
-0.5%
-$470 
AIZ Assurant Inc.
-0.49%
-$43.84 
C Citigroup Inc.
-0.49%
-$1,308.18 
FTCS First Trust Capital Strength ETF
-0.49%
-$15,861.12 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$28,521.85 
XT iShares Future Exponential Technologies ETF
-0.49%
-$140.4 
FRDM Freedom 100 Emerging Markets ETF
-0.48%
-$81.53 
CRS Carpenter Technology Corporation
-0.47%
-$4,538.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$353.6 
CLBT Cellebrite DI Ltd.
-0.45%
-$7,710.57 
RSP Invesco S&P 500 Equal Weight ETF
-0.45%
-$764.75 
VTV Vanguard Value ETF
-0.45%
-$161.02 
ABBV AbbVie Inc.
-0.44%
-$639.36 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.43%
-$233.31 
HRL Hormel Foods Corporation
-0.43%
-$480.26 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$29.76 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.4%
-$139.4 
UBER Uber Technologies, Inc.
-0.4%
-$2,421.5 
URTH iShares MSCI World ETF
-0.4%
-$172 
XLF Financial Select Sector SPDR Fund
-0.39%
-$11,035.2 
XLP Consumer Staples Select Sector SPDR Fund
-0.39%
-$821.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$14,042.5 
QTUM Defiance Quantum ETF
-0.36%
-$61.2 
KIM Kimco Realty Corporation
-0.34%
-$467.18 
ACWI iShares MSCI ACWI ETF
-0.34%
-$22,224.28 
IEF iShares 7-10 Year Treasury Bond ETF
-0.32%
-$30 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.32%
-$49.2 
IHF iShares U.S. Healthcare Providers ETF
-0.32%
-$268.2 
VT Vanguard Total World Stock ETF
-0.32%
-$3,471.72 
AMP Ameriprise Financial, Inc.
-0.31%
-$95.7 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.31%
-$385.8 
WSO Watsco Inc.
-0.31%
-$399 
CGDV Capital Group Dividend Value ETF
-0.29%
-$54.04 
SYF Synchrony Financial
-0.28%
-$46.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$10,785.62 
GL Globe Life Inc.
-0.28%
-$26.01 
LILAK Liberty Latin America Ltd.
-0.27%
-$0.07 
EQIX Equinix, Inc.
-0.26%
-$1,783.47 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,636.25 
PH Parker-Hannifin Corporation
-0.25%
-$10,164.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.25%
-$634.4 
GEN Gen Digital Inc.
-0.24%
-$3,220.68 
UMMA Wahed Dow Jones Islamic World Fund
-0.24%
-$811.75 
CINF Cincinnati Financial Corporation
-0.24%
-$43 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.23%
-$1,027 
LIN Linde plc
-0.23%
-$745.3 
SPG Simon Property Group, Inc.
-0.22%
-$5.1 
ODD Oddity Tech Ltd.
-0.21%
-$2,520.24 
ROKU Roku, Inc.
-0.21%
-$2,402.7 
VZ Verizon Communications Inc.
-0.21%
-$357.93 
HCA HCA Healthcare Inc.
-0.2%
-$266 
TIP iShares TIPS Bond ETF
-0.2%
-$134.2 
VRNS Varonis Systems, Inc.
-0.19%
-$968.22 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$310.2 
IVV iShares Core S&P 500 ETF
-0.18%
-$22,149.83 
MUB iShares National Muni Bond ETF
-0.17%
-$28.8 
DAX Global X DAX Germany ETF
-0.17%
-$10,822.35 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$31,183.18 
FALN iShares Fallen Angels USD Bond ETF
-0.15%
-$80 
VOO Vanguard S&P 500 ETF
-0.14%
-$39,927.49 
AIT Applied Industrial Technologies Inc.
-0.14%
-$604.89 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$218.4 
PM Philip Morris International Inc.
-0.14%
-$25.48 
TRV The Travelers Companies, Inc.
-0.13%
-$66.24 
BNY BlackRock New York Municipal Income Trust
-0.13%
-$88 
HLMN Hillman Solutions Corp.
-0.12%
-$54.89 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$196 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.12%
-$15 
CLH Clean Harbors Inc.
-0.12%
-$657.36 
MOAT VanEck Morningstar Wide Moat Fund
-0.11%
-$87.6 
VICI Vici Properties Inc.
-0.11%
-$144.66 
WM Waste Management, Inc.
-0.11%
-$4,424.37 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$575.44 
IAGG iShares International Aggregate Bond Fund
-0.1%
-$40 
AJG Arthur J. Gallagher & Co.
-0.1%
-$39.36 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.09%
-$33.66 
ZS Zscaler Inc.
-0.08%
-$1,593.35 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$30.48 
KHC The Kraft Heinz Company
-0.08%
-$128.38 
POOL Pool Corporation
-0.07%
-$177.66 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$898.13 
EWJ iShares MSCI Japan ETF
-0.07%
-$1,170.18 
ITRN Ituran Location and Control Ltd.
-0.05%
-$26,738.22 
SHLD Global X Defense Tech ETF
-0.05%
-$536.9 
UDR UDR Inc.
-0.05%
-$54.1 
MRSH Marsh & McLennan Companies, Inc.
-0.04%
-$24.72 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$7.93 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$14 
CLX The Clorox Company
-0.03%
-$28.86 
MCD McDonald's Corporation
-0.03%
-$207.93 
META Meta Platforms Inc Class A
-0.03%
-$5,973.23 
RJF Raymond James Financial Inc.
-0.02%
-$4.48 
LMBS First Trust Low Duration Opportunities ETF
-0.02%
-$4.5 
EME EMCOR Group, Inc.
-0.02%
-$199.77 Events
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Dividends
Dividend Analysis
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| Trades 4397 | Longs Won 2851/4397 64% | Profit Factor 10.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.63M |
| Average Win $551,163.13 | Best Trade (Jul 27) $209.63M | Sharpe Ratio -20.31 |
| Average Loss -$98,349.97 | Worst Trade (Jun 30) -$9.95M | Z-Score 6.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 3d | Expectancy $322,792.14 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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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 Yosef Levy?
The largest contributions to the portfolio's profits come from the following stocks: Elbit Systems Ltd - $51.06M, ZIM Integrated Shipping Services Ltd - $17.7M, Tower Semiconductor Ltd - $17.19M, Enlight Renewable Energy Ltd - $16.89M, and Meta Platforms Inc Class A - $10.44M. 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: SolarEdge Technologies Inc - $15.33M, Pfizer Inc - $13.44M, Taiwan Semiconductor Manufacturing Company Limited - $9.07M, Creative Media & Community Trust - $7.86M, and Shl Telemedicine Ltd - $6.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yosef Levy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $44.96M earned over time. The largest contributors to dividend income include ICL Group Ltd - $6.43M, Ituran Location and Control Ltd - $5.42M, ZIM Integrated Shipping Services Ltd - $3.42M, Elbit Systems Ltd - $3.28M, and Prospect Capital Corporation - $2.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yosef Levy's monthly returns?
Yosef Levy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Yosef Levy's strategy be considered aggressive or moderate?
Yosef Levy's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Yosef Levy's strategy?
Yosef Levy's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
