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.
Automatically Tracked
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:
223.69%
Gain -22.29%
Monthly
2.91%
Yearly
41.15%
Drawdown
29.22%
$2.87B
Equity
Holdings
$2.87B
Investment
$1.82B
$1.33B
Profit -$703.93M
Realized
$274.8M
Unrealized
$1.06B
Dividends
$45.44M
Goals
Avg. 22.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-22.29%
Profit
-$703.93M
Win %
65%
This Week
Compared To Last Week
Gain
-19.68%
Profit
-$703.93M
Win %
65%
This Month
Compared to last month
Gain
-22.9%
Profit
-$853.26M
Win %
65%
This Year
Compared to last year
Gain
-10.99%
Profit
-$356.28M
Win %
66%
ELMT The Elmet Group Co.
+32.8%
+$27,612 
RPD Rapid7 Inc.
+24.05%
+$43,392.56 
ZS Zscaler Inc.
+16.52%
+$405,946.7 
TENB Tenable Holdings Inc.
+16.49%
+$48,984.69 
NTSK Netskope, Inc.
+15.65%
+$83,119.7 
QLYS Qualys, Inc.
+15.06%
+$71,307.13 
S SentinelOne Inc.
+14.43%
+$244,159.5 
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$1.07M 
PANW Palo Alto Networks, Inc.
+13.1%
+$25.68M 
OKTA Okta Inc.
+11.98%
+$317,504.25 
COIN Coinbase Global, Inc.
+9.24%
+$2,315.17 
FTNT Fortinet Inc.
+9.05%
+$363,946.23 
TLS Telos Corporation
+8.61%
+$10,407.74 
HACK Amplify Cybersecurity ETF
+7.99%
+$1,317 
NET Cloudflare Inc.
+7.81%
+$519,317.7 
ADSK Autodesk, Inc.
+7.78%
+$7,273.2 
NABL N-able Inc.
+7.77%
+$11,888.7 
IHAK iShares Cybersecurity and Tech ETF
+7.77%
+$9,039.15 
NOW ServiceNow, Inc.
+7.41%
+$327,477.36 
TEAM Atlassian Corporation Class A
+7.27%
+$8,077.26 
CTSH Cognizant Technology Solutions Corporation
+6.83%
+$4,046.7 
TYL Tyler Technologies Inc.
+6.82%
+$2,020.48 
SMWB Similarweb Ltd.
+6.69%
+$619,398.9 
FDS FactSet Research Systems Inc.
+6.67%
+$398.13 
GDDY Godaddy Inc.
+6.52%
+$1,763.64 
WCLD WisdomTree Cloud Computing Fund
+6.37%
+$6,547.97 
DOCU DocuSign Inc.
+6.26%
+$1,664.55 
CIBR First Trust NASDAQ Cybersecurity ETF
+5.99%
+$59,844.8 
MDWD MediWound Ltd.
+5.87%
+$8,008 
SPOT Spotify Technology S.A.
+5.87%
+$18,508.8 
MDB MongoDB Inc.
+5.58%
+$3,395.28 
INTU Intuit Inc.
+5.5%
+$10,083.29 
SN SharkNinja, Inc.
+5.5%
+$222,679.6 
AJG Arthur J. Gallagher & Co.
+5.4%
+$2,141.7 
ADBE Adobe Inc.
+5.29%
+$11,244.91 
CHKP Check Point Software Technologies Ltd.
+5.21%
+$1,487.54 
VRNS Varonis Systems, Inc.
+5.19%
+$24,036.48 
PLX Protalix Biotherapeutics Inc.
+5.11%
+$29.7 
IGV iShares Expanded Tech-Software Sector ETF
+5.02%
+$908,030.9 
KMDA Kamada Ltd.
+4.92%
+$55.38 
GTLB GitLab Inc.
+4.85%
+$684 
CRM Salesforce Inc
+4.68%
+$243,715.78 
WDAY Workday Inc.
+4.58%
+$4,374.14 
MSTR Strategy Inc.
+4.56%
+$4,358.1 
PTC PTC Inc.
+4.49%
+$1,414.67 
DT Dynatrace, Inc.
+4.43%
+$60,441.53 
TTD The Trade Desk, Inc. Class A
+4.39%
+$868.77 
BAH Booz Allen Hamilton Holding Corporation
+4.22%
+$34,284.8 
DDOG Datadog, Inc. Class A Common Stock
+4%
+$119,737.8 
SHOP Shopify Inc.
+3.96%
+$15,896.7 
VIA Via Transportation, Inc.
+3.94%
+$37,371.29 
CLBT Cellebrite DI Ltd.
+3.92%
+$48,466.44 
CGNT Cognyte Software Ltd.
+3.87%
+$574,987.38 
GEN Gen Digital Inc.
+3.82%
+$63,702.87 
NFLX Netflix, Inc.
+3.79%
+$60,574.82 
PLTR Palantir Technologies Inc.
+3.65%
+$26,101.9 
ERIE Erie Indemnity Company
+3.61%
+$141.6 
SOUN SoundHound AI Inc.
+3.35%
+$157.5 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+3.34%
+$3.25M 
HLMN Hillman Solutions Corp.
+3.29%
+$1,262.47 
BRO Brown & Brown Inc.
+3.24%
+$403.26 
GOOGL Alphabet Inc
+3.23%
+$423,188.42 
APP AppLovin Corporation Class A Common Stock
+3.17%
+$7,196 
DOCS Doximity Inc.
+3.15%
+$322 
GOOG Alphabet Inc
+3.07%
+$1.37M 
TBLA Taboola.com Ltd.
+3.03%
+$54,385.57 
ODD Oddity Tech Ltd.
+2.95%
+$38,883.78 
AON Aon plc
+2.91%
+$1,208.34 
META Meta Platforms Inc Class A
+2.72%
+$922,885.75 
SKYY First Trust Cloud Computing ETF
+2.7%
+$1,027.2 
SOLV Solventum Corporation
+2.7%
+$28.32 
OMC Omnicom Group Inc.
+2.57%
+$2,096.99 
WTW Willis Towers Watson Public Limited Company
+2.57%
+$494.1 
EXPE Expedia Group, Inc.
+2.5%
+$2,812 
MO Altria Group, Inc.
+2.38%
+$4,290.24 
IBM International Business Machines Corporation
+2.38%
+$67,377.58 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.34%
+$15,624 
PAYX Paychex Inc.
+2.34%
+$2,149.03 
AXON Axon Enterprise, Inc.
+2.26%
+$813 
WM Waste Management, Inc.
+2.21%
+$83,699.58 
XLC Communication Services Select Sector SPDR Fund
+2.18%
+$3,383.45 
GPN Global Payments Inc.
+2.17%
+$288 
JKHY Jack Henry & Associates, Inc.
+2.13%
+$157.78 
EG Everest Group, Ltd.
+2.12%
+$196.5 
MSFT Microsoft Corp.
+2.04%
+$464,493.15 
MRSH Marsh & McLennan Companies, Inc.
+2.04%
+$1,116 
ESTC Elastic N.V.
+2.03%
+$15,838.68 
LLY Eli Lilly and Company
+2.02%
+$18,779.19 
VRSN Verisign Inc.
+2.01%
+$1,119.1 
PM Philip Morris International Inc.
+2%
+$144.97 
SPGI S&P Global Inc.
+2%
+$1,599 
UPST Upstart Holdings, Inc.
+1.99%
+$188.7 
MCD McDonald's Corporation
+1.98%
+$5,603.77 
IHI iShares U.S. Medical Devices ETF
+1.97%
+$7,584 
HRL Hormel Foods Corporation
+1.94%
+$1,806.67 
ACGL Arch Capital Group Ltd
+1.92%
+$412.16 
DIS The Walt Disney Company
+1.92%
+$405.96 
SEDG SolarEdge Technologies Inc.
+1.87%
+$101,386.35 
ALL Allstate Corporation
+1.87%
+$788.5 
WMT Walmart Inc.
+1.81%
+$129,935.38 
ABBV AbbVie Inc.
+1.79%
+$890.7 
CLX The Clorox Company
+1.79%
+$1,566.86 
CME CME Group Inc.
+1.79%
+$1,146.36 
T AT&T Inc.
+1.78%
+$1,998.11 
MAR Marriott International Inc. - Class A
+1.75%
+$5,870 
IHF iShares U.S. Healthcare Providers ETF
+1.75%
+$1,475.1 
GIS General Mills, Inc.
+1.73%
+$1,657.88 
ROL Rollins, Inc.
+1.71%
+$10,438.68 
NAVN Navan, Inc.
+1.67%
+$14,357.7 
FICO Fair Isaac Corporation
+1.65%
+$5,083.12 
XHE SPDR S&P Health Care Equipment ETF
+1.62%
+$662.84 
ROKU Roku, Inc.
+1.62%
+$1,882.51 
PGR Progressive Corporation
+1.57%
+$1,285.92 
ROP Roper Technologies Inc.
+1.57%
+$1,281 
HOOD Robinhood Markets, Inc.
+1.56%
+$895.84 
OTIS Otis Worldwide Corporation
+1.56%
+$15,100.59 
J Jacobs Solutions Inc.
+1.56%
+$68,353.09 
COST Costco Wholesale Corporation
+1.54%
+$17,370.69 
AFL Aflac Inc.
+1.48%
+$504.45 
IXJ iShares Global Healthcare ETF
+1.45%
+$455.52 
AMTM Amentum Holdings, Inc.
+1.44%
+$44.24 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$8,420.61 
KXI iShares Global Consumer Staples ETF
+1.42%
+$16,712.5 
RSG Republic Services, Inc.
+1.4%
+$34,922.15 
LHX L3Harris Technologies, Inc.
+1.39%
+$337,556.89 
VHT Vanguard Health Care ETF
+1.38%
+$1,329.9 
VZ Verizon Communications Inc.
+1.36%
+$2,795.88 
WRB W.R. Berkley Corporation
+1.36%
+$179.55 
STE STERIS plc
+1.36%
+$6,006 
UBER Uber Technologies, Inc.
+1.35%
+$8,107.93 
MAS Masco Corporation
+1.33%
+$6,689.41 
V Visa Inc. Class A
+1.31%
+$102,201.61 
FDN First Trust Dow Jones Internet Index Fund
+1.31%
+$379 
CINF Cincinnati Financial Corporation
+1.31%
+$222 
VEEV Veeva Systems Inc.
+1.28%
+$202.2 
EXR Extra Space Storage Inc.
+1.28%
+$1,364.35 
MOAT VanEck Morningstar Wide Moat Fund
+1.26%
+$808.3 
AIG American International Group Inc.
+1.26%
+$323.95 
XLP Consumer Staples Select Sector SPDR Fund
+1.25%
+$3,109.6 
CAG Conagra Brands Inc.
+1.23%
+$1,662.84 
KO The Coca-Cola Company
+1.22%
+$9,356.8 
KKR KKR & Co. Inc.
+1.22%
+$547.35 
UNH UnitedHealth Group Incorporated
+1.19%
+$1,162.29 
IAK iShares U.S. Insurance ETF
+1.14%
+$1,033.2 
KNSL Kinsale Capital Group Inc.
+1.12%
+$201 
BB BlackBerry Ltd.
+1.11%
+$4,437 
CPAY Corpay, Inc.
+1.09%
+$186.9 
CBOE Cboe Global Markets Inc.
+1.08%
+$202.67 
CB Chubb Limited
+1.07%
+$843.32 
GL Globe Life Inc.
+1.04%
+$89 
LMT Lockheed Martin Corporation
+1.01%
+$77,630.75 
AGCO AGCO Corporation
+0.97%
+$3,087.64 
AXP American Express Company
+0.95%
+$3,160.08 
KMB Kimberly-Clark Corporation
+0.95%
+$1,049.97 
CVS CVS Health Corporation
+0.93%
+$2,468.4 
FTV Fortive Corporation
+0.91%
+$5,554.5 
MA Mastercard Incorporated
+0.91%
+$61,890.07 
XBI SPDR S&P Biotech ETF
+0.9%
+$17,625 
SNOW Snowflake Inc.
+0.89%
+$23,791.6 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$56,795.4 
FTCS First Trust Capital Strength ETF
+0.89%
+$9,105.68 
HIG The Hartford Insurance Group, Inc.
+0.88%
+$211.2 
SHLD Global X Defense Tech ETF
+0.87%
+$9,074.16 
DE Deere & Company
+0.86%
+$53,834.31 
ENPH Enphase Energy, Inc.
+0.85%
+$2,002.6 
VICI Vici Properties Inc.
+0.85%
+$1,050 
IBB iShares Biotechnology ETF
+0.82%
+$642.95 
EOG EOG Resources, Inc.
+0.81%
+$943.2 
WCN Waste Connections Inc.
+0.8%
+$4,911.36 
IHE iShares U.S. Pharmaceuticals ETF
+0.79%
+$2,160 
TRV The Travelers Companies, Inc.
+0.77%
+$397.3 
BMY Bristol-Myers Squibb Company
+0.72%
+$880.44 
HD The Home Depot, Inc.
+0.71%
+$2,020.87 
MCHI iShares MSCI China ETF
+0.7%
+$9,250 
UDR UDR Inc.
+0.7%
+$687.23 
MET MetLife Inc.
+0.66%
+$222.72 
MCO Moody's Corporation
+0.66%
+$302.64 
MRK Merck & Co., Inc.
+0.64%
+$225.4 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$754.65 
PFG Principal Financial Group, Inc.
+0.63%
+$729.12 
PG Procter & Gamble Co
+0.61%
+$1,633.28 
TTEK Tetra Tech, Inc.
+0.6%
+$2,080.54 
PYPL PayPal Holdings Inc
+0.58%
+$176.08 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$992 
KEY KeyCorp
+0.53%
+$68.19 
CNM Core & Main Inc.
+0.52%
+$1,488.27 
XYL Xylem Inc.
+0.5%
+$4,633.64 
URI United Rentals, Inc.
+0.5%
+$11,232.36 
ZIM ZIM Integrated Shipping Services Ltd.
+0.47%
+$17,784.2 
NDAQ Nasdaq, Inc.
+0.42%
+$147.06 
TATT Tat Technologies Ltd.
+0.42%
+$112,487.68 
L Loews Corporation
+0.38%
+$44.69 
SHW The Sherwin-Williams Company
+0.37%
+$14.28 
XYZ Block, Inc.
+0.37%
+$209.96 
OKE ONEOK, Inc.
+0.36%
+$576.5 
ITW Illinois Tool Works Inc.
+0.36%
+$10,012.22 
BBAI BigBear.ai Holdings Inc.
+0.35%
+$2 
ULTA Ulta Beauty Inc.
+0.34%
+$6,171 
KMI Kinder Morgan, Inc.
+0.34%
+$351.86 
DOC Healthpeak Properties, Inc.
+0.32%
+$580 
TMUS T-Mobile US, Inc.
+0.31%
+$29.64 
JNJ Johnson & Johnson
+0.3%
+$2,216.49 
AIZ Assurant Inc.
+0.29%
+$26.24 
FAST Fastenal Co.
+0.28%
+$5,856.76 
AAPL Apple Inc.
+0.24%
+$11,446.11 
PRU Prudential Financial, Inc.
+0.24%
+$350.9 
ICE Intercontinental Exchange, Inc.
+0.24%
+$138.32 
UNP Union Pacific Corporation
+0.23%
+$11,041.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$60 
AMP Ameriprise Financial, Inc.
+0.2%
+$63.8 
D Dominion Energy, Inc.
+0.19%
+$202.92 
QBTS D-Wave Quantum Inc.
+0.18%
+$15 
KIM Kimco Realty Corporation
+0.15%
+$188.41 
MELI MercadoLibre, Inc.
+0.15%
+$71.75 
FIS Fidelity National Information Services, Inc.
+0.12%
+$14.98 
PCAR PACCAR Inc.
+0.11%
+$2,493.14 
CFG Citizens Financial Group, Inc.
+0.1%
+$19.04 
CLH Clean Harbors Inc.
+0.1%
+$618.25 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$189.72 
SCHW Charles Schwab Corporation
+0.07%
+$84.16 
DOV Dover Corporation
+0.06%
+$588.84 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.04%
+$4.5 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$603.38 
PFE Pfizer Inc.
+0.04%
+$329.3 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1.49 
IR Ingersoll Rand Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WILC G. Willi-Food International Ltd.
0%
$0 
CRED Columbia Research Enhanced Real Estate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 6866
686688AB8
0%
$0 H591
H5919C104
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$1.03M 
ARQQ Arqit Quantum Inc.
-18.75%
-$33,392.56 
GLW Corning Incorporated
-13.61%
-$381,471.3 
TER Teradyne, Inc.
-13.3%
-$131,339 
AEIS Advanced Energy Industries Inc.
-11.53%
-$45,918.18 
FBYDW Falcon's Beyond Global, Inc. Warrant
-10.98%
-$7,357.5 
HPE Hewlett Packard Enterprise Company
-10.77%
-$153,755 
NVMI Nova Ltd.
-9.99%
-$15.22M 
NVT nVent Electric plc
-9.68%
-$116,199.48 
TSEM Tower Semiconductor Ltd.
-9.65%
-$19.39M 
CAMT Camtek Ltd.
-9.55%
-$11.26M 
GEV GE Vernova Inc.
-8.62%
-$701,494.96 
VRT Vertiv Holdings Co
-7.64%
-$274,761.08 
ETN Eaton Corporation plc
-7.55%
-$357,553.39 
STRL Sterling Infrastructure, Inc.
-7.47%
-$82,256.35 
MRVL Marvell Technology, Inc.
-7.32%
-$182,304 
STM STMicroelectronics N.V.
-7.28%
-$33,750 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$401,150.47 
CIFR Cipher Mining Inc.
-7.21%
-$121.5 
CEG Constellation Energy Corporation
-7.09%
-$282,963.96 
ARBE Arbe Robotics Ltd.
-7.06%
-$157,296.54 
AMAT Applied Materials, Inc.
-7.04%
-$82,239.97 
CRWV CoreWeave, Inc.
-6.75%
-$6,827.36 
KLAC KLA Corporation
-6.39%
-$1.36M 
SOLS Sollensys Corp
-6.09%
-$127,162.5 
ANET Arista Networks, Inc.
-5.89%
-$12,724.32 
DELL Dell Technologies Inc.
-5.84%
-$262,468.64 
JCI Johnson Controls International plc
-5.65%
-$183,414 
INTC Intel Corporation
-5.63%
-$697,264.4 
SOXX iShares Semiconductor ETF
-5.63%
-$6M 
AAON Aaon Inc.
-5.33%
-$12,701.17 
ATI ATI Inc.
-5.32%
-$52,614.34 
MU Micron Technology, Inc.
-5.27%
-$716,237.34 
BAC Bank of America Corporation
-5.14%
-$71,901.37 
VST Vistra Corp
-5.14%
-$241,108 
CRS Carpenter Technology Corporation
-5.1%
-$40,964.82 
DLR Digital Realty Trust, Inc.
-5.02%
-$85.23 
SLB Schlumberger Limited
-4.89%
-$98.64 
SMH VanEck Semiconductor ETF
-4.89%
-$1.03M 
AVGO Broadcom Inc.
-4.71%
-$806,118.65 
WDC Western Digital Corporation
-4.5%
-$2,012.5 
AMD Advanced Micro Devices, Inc.
-4.4%
-$60,571.52 
PWR Quanta Services Inc.
-4.4%
-$164,909.24 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.31%
-$2,360.37 
CAT Caterpillar Inc.
-4.3%
-$446,891.67 
FLS Flowserve Corporation
-4.1%
-$14,203.85 
ODYS Odysight.ai Inc.
-4.06%
-$90,828.64 
SNPS Synopsys, Inc.
-4.01%
-$6,364.05 
EME EMCOR Group, Inc.
-4.01%
-$50,658.51 
GS The Goldman Sachs Group, Inc.
-3.97%
-$9,033.39 
NTRS Northern Trust Corporation
-3.95%
-$888.93 
HUBB Hubbell Inc.
-3.88%
-$34,379.1 
MOD Modine Manufacturing Company
-3.83%
-$13,937 
EQIX Equinix, Inc.
-3.76%
-$25,115.56 
DFNS T3 Defense Inc.
-3.75%
-$19.52 
TT Trane Technologies plc
-3.75%
-$133,712.92 
ORCL Oracle Corporation
-3.72%
-$16,496.09 
MS Morgan Stanley
-3.63%
-$7,649.78 
CDNS Cadence Design Systems, Inc.
-3.56%
-$5,917.94 
FRDM Freedom 100 Emerging Markets ETF
-3.53%
-$657.5 
CCJ Cameco Corporation
-3.53%
-$306.9 
CLF Cleveland-Cliffs Inc.
-3.44%
-$8,626.19 
VG Venture Global Inc.
-3.42%
-$11,232 
CTOS Custom Truck One Source, Inc.
-3.4%
-$78,895 
AME Ametek Inc.
-3.39%
-$68,402.88 
NVDA NVIDIA Corporation
-3.35%
-$1.36M 
COPX Global X Copper Miners ETF
-3.29%
-$37,830 
NLR VanEck Uranium and Nuclear ETF
-3.27%
-$1,250.6 
CMC Commercial Metals Company
-3.22%
-$8,728.56 
QTUM Defiance Quantum ETF
-3.14%
-$1,110 
BEP Brookfield Renewable Partners L.P.
-3.11%
-$652.05 
BNY BlackRock New York Municipal Income Trust
-3.07%
-$2,205.58 
ORA Ormat Technologies Inc.
-3%
-$2.92M 
XME SPDR S&P Metals & Mining ETF
-2.98%
-$37,180 
NEM Newmont Corporation
-2.94%
-$194.22 
WPM Wheaton Precious Metals Corp.
-2.87%
-$17,680 
CMI Cummins Inc.
-2.83%
-$79,341.84 
AA Alcoa Corporation
-2.71%
-$12,596.96 
STT State Street Corp
-2.69%
-$925.6 
RUN Sunrun Inc.
-2.69%
-$230 
ALSN Allison Transmission Holdings Inc.
-2.67%
-$20,190.84 
EMR Emerson Electric Co.
-2.56%
-$79,599 
ICL ICL Group Ltd.
-2.56%
-$2.83M 
ELLO Ellomay Capital Ltd.
-2.56%
-$1,953.29 
NYAX Nayax Ltd.
-2.48%
-$1.06M 
FCX Freeport-McMoRan Inc.
-2.43%
-$6,054.75 
VMI Valmont Industries, Inc.
-2.39%
-$8,165.85 
IVZ Invesco Ltd.
-2.38%
-$219.45 
MTUM iShares MSCI USA Momentum Factor ETF
-2.36%
-$2,099.6 
LPLA LPL Financial Holdings Inc.
-2.29%
-$1,705.2 
AISPW Airship AI Holdings Inc.
-2.27%
-$6,750 
AWI Armstrong World Industries, Inc.
-2.27%
-$5,781.49 
PH Parker-Hannifin Corporation
-2.25%
-$98,139.33 
CSL Carlisle Companies Inc.
-2.22%
-$10,996.12 
ROK Rockwell Automation, Inc.
-2.19%
-$38,035.9 
STLD Steel Dynamics Inc.
-2.17%
-$27,378.5 
BWAY Brainsway Ltd. ADR
-2.15%
-$71,229.9 
KEN Kenon Holdings Ltd.
-2.1%
-$111,777.81 
ITRN Ituran Location and Control Ltd.
-2.09%
-$980,401.4 
WMS Advanced Drainage Systems, Inc.
-2.06%
-$17,865.59 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$166,499.19 
PEG Public Service Enterprise Group Incorporated
-2.02%
-$1,544.68 
ICLN iShares Global Clean Energy ETF
-2.01%
-$612 
TAN Invesco Solar ETF
-1.99%
-$2,303 
APG Api Group Corporation
-1.96%
-$11,682.38 
GILT Gilat Satellite Networks Ltd.
-1.92%
-$128,784.47 
CCI Crown Castle Inc.
-1.92%
-$2,009.7 
KBWB Invesco KBW Bank ETF
-1.89%
-$1,482.3 
C Citigroup Inc.
-1.89%
-$5,640.88 
GE General Electric Company
-1.89%
-$152.5 
UMMA Wahed Dow Jones Islamic World Fund
-1.87%
-$6,520.5 
CSCO Cisco Systems, Inc.
-1.84%
-$2,080.6 
NUE Nucor Corporation
-1.83%
-$39,503.24 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$42,489.43 
TSLA Tesla, Inc.
-1.77%
-$41,783.26 
WFC Wells Fargo & Company
-1.75%
-$3,120.86 
MLM Martin Marietta Materials, Inc.
-1.73%
-$19,341.9 
JPM JPMorgan Chase & Co.
-1.71%
-$113,036.68 
WAB Wabtec Corporation
-1.68%
-$29,431.08 
OSK Oshkosh Corporation
-1.63%
-$5,407.36 
ETR Entergy Corporation
-1.61%
-$1,652.4 
EQT EQT Corporation
-1.57%
-$4,420 
VGT Vanguard Information Technology ETF
-1.57%
-$410.4 
VIS Vanguard Industrials ETF
-1.57%
-$1,557 
RJF Raymond James Financial Inc.
-1.53%
-$296.8 
APD Air Products and Chemicals, Inc.
-1.5%
-$48.12 
LNG Cheniere Energy Inc.
-1.48%
-$22,248 
ENLT Enlight Renewable Energy Ltd.
-1.47%
-$5.65M 
AIT Applied Industrial Technologies Inc.
-1.43%
-$6,250.08 
PERI Perion Network Ltd.
-1.42%
-$7,027.15 
XLI Industrial Select Sector SPDR Fund
-1.4%
-$8,743.46 
XLU Utilities Select Sector SPDR Fund
-1.37%
-$1,517.28 
RYT Invesco S&P 500 Equal Weight ETF
-1.33%
-$9,064.4 
XAR SPDR S&P Aerospace & Defense ETF
-1.32%
-$105,203.12 
FLR Fluor Corporation
-1.31%
-$3,823.35 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.29%
-$979.2 
BLK BlackRock, Inc.
-1.28%
-$1,339.09 
KHC The Kraft Heinz Company
-1.26%
-$2,063.67 
SYM Symbotic Inc. Class A
-1.26%
-$88.51 
AMZN Amazon.com Inc
-1.25%
-$702,479.61 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$667.52 
WMB The Williams Companies, Inc.
-1.22%
-$1,085.8 
CR Crane NXT Co.
-1.21%
-$5,133.76 
FEZ SPDR Euro Stoxx 50 ETF
-1.18%
-$770.8 
RTX RTX Corporation
-1.17%
-$76.56 
AKAM Akamai Technologies Inc.
-1.14%
-$15,868.54 
FISV Fiserv, Inc.
-1.12%
-$198.94 
SSD Simpson Manufacturing Co., Inc.
-1.09%
-$2,848.1 
DTE DTE Energy Company
-1.09%
-$822.15 
IGM iShares Expanded Tech Sector ETF
-1.07%
-$1,030.6 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$3,206.07 
QCOM QUALCOMM Incorporated
-1.02%
-$1,283.4 
EWJ iShares MSCI Japan ETF
-1.02%
-$19,600.51 
EXC Exelon Corporation
-1.02%
-$810.92 
FSLR First Solar, Inc.
-1%
-$4,194.63 
IEX IDEX Corporation
-0.96%
-$5,825.52 
XLE Energy Select Sector SPDR Fund
-0.92%
-$1,292.4 
EVRG Evergy Inc.
-0.91%
-$808.82 
EPOL iShares MSCI Poland ETF
-0.9%
-$52,234 
AEP American Electric Power Company, Inc.
-0.89%
-$14.3 
CVX Chevron Corporation
-0.89%
-$27,590.09 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$990 
WSO Watsco Inc.
-0.87%
-$955.5 
IEUR iShares Core MSCI Europe ETF
-0.87%
-$451.44 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$200.64 
MTB M&T Bank Corporation
-0.83%
-$187.06 
VMC Vulcan Materials Company
-0.83%
-$9,881.57 
NEE NextEra Energy, Inc.
-0.81%
-$4,535.9 
ACWI iShares MSCI ACWI ETF
-0.81%
-$69,360.72 
QQQM Invesco NASDAQ 100 ETF
-0.81%
-$45,741 
AIQ Global X Artificial Intelligence & Technology ETF
-0.8%
-$2,805 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$667,166.88 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.79%
-$3,634 
UAL United Airlines Holdings, Inc.
-0.78%
-$98.04 
SDHY PGIM Short Duration High Yield Fund
-0.77%
-$11.64 
COF Capital One Financial Corporation
-0.76%
-$780.69 
VT Vanguard Total World Stock ETF
-0.76%
-$8,643.7 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.75%
-$248.05 
POOL Pool Corporation
-0.74%
-$1,699.84 
PNW Pinnacle West Capital Corporation
-0.72%
-$676.2 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.71%
-$985.5 
LECO Lincoln Electric Holdings, Inc.
-0.71%
-$3,582.82 
IYG iShares U.S. Financial Services ETF
-0.7%
-$675 
IBKR Interactive Brokers Group Inc.
-0.68%
-$177.94 
FE FirstEnergy Corp.
-0.64%
-$553.42 
OPK Opko Health Inc.
-0.64%
-$12,575.68 
IXC iShares Global Energy ETF
-0.64%
-$43.7 
RKLB Rocket Lab Corporation
-0.64%
-$6,920 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$397.32 
TFC Truist Financial Corporation
-0.6%
-$827.16 
FITB Fifth Third Bancorp
-0.6%
-$656.7 
CGDV Capital Group Dividend Value ETF
-0.59%
-$69.6 
WELL Welltower Inc.
-0.56%
-$22.61 
XOM Exxon Mobil Corporation
-0.55%
-$6,333.35 
CHRD Chord Energy Corp
-0.55%
-$850.07 
DAC Danaos Corporation
-0.54%
-$213.75 
BEN Franklin Resources Inc.
-0.51%
-$847.96 
APO Apollo Global Management, Inc.
-0.5%
-$193.05 
COP ConocoPhillips
-0.49%
-$19.72 
VTV Vanguard Value ETF
-0.49%
-$237.6 
URTH iShares MSCI World ETF
-0.48%
-$212.85 
DAX Global X DAX Germany ETF
-0.47%
-$36,099.39 
IVV iShares Core S&P 500 ETF
-0.47%
-$58,470 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$127,195.65 
VOO Vanguard S&P 500 ETF
-0.46%
-$104,299.32 
MGY Magnolia Oil & Gas Corp.
-0.45%
-$93.75 
DRS Leonardo DRS, Inc.
-0.44%
-$24,000 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$76.36 
AMT American Tower Corporation
-0.44%
-$8.58 
TROW T. Rowe Price Group, Inc.
-0.43%
-$549.7 
ESLT Elbit Systems Ltd.
-0.42%
-$1.49M 
HBAN Huntington Bancshares Incorporated
-0.41%
-$392.49 
PLD Prologis Inc.
-0.39%
-$12.19 
LIN Linde plc
-0.39%
-$1,299.58 
O Realty Income Corporation
-0.39%
-$480.93 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$123.76 
PSA Public Storage Common Stock
-0.38%
-$405.44 
EWG iShares MSCI Germany ETF
-0.37%
-$48.32 
GPC Genuine Parts Company
-0.37%
-$275.22 
XLF Financial Select Sector SPDR Fund
-0.37%
-$11,133.15 
RF Regions Financial Corporation
-0.36%
-$390.17 
HCA HCA Healthcare Inc.
-0.35%
-$528.5 
EIS iShares MSCI Israel ETF
-0.35%
-$228.76 
IWM iShares Russell 2000 ETF
-0.35%
-$259 
CARR Carrier Global Corporation
-0.34%
-$5,901.87 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$741 
SHEL Shell plc
-0.33%
-$126 
DUK Duke Energy Corporation
-0.31%
-$883.5 
BXP Boston Properties, Inc.
-0.31%
-$1,261.4 
SPSK SP Funds Dow Jones Global Sukuk ETF
-0.28%
-$1,244.35 
ES Eversource Energy
-0.26%
-$254.7 
USB U.S. Bancorp
-0.26%
-$409.12 
INDA ISHARES MSCI INDIA ETF
-0.25%
-$420 
ECL Ecolab Inc.
-0.23%
-$9.1 
FALN iShares Fallen Angels USD Bond ETF
-0.23%
-$120 
ZWS Zurn Elkay Water Solutions Corporation
-0.22%
-$608.1 
BLDR Builders FirstSource, Inc.
-0.21%
-$509.47 
GGG Graco Inc.
-0.21%
-$967.68 
GWW W.W. Grainger, Inc.
-0.2%
-$4,506.4 
SO The Southern Company
-0.19%
-$399.3 
SYF Synchrony Financial
-0.17%
-$28.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.16%
-$205.92 
BX Blackstone Inc.
-0.16%
-$455.6 
VOOV Vanguard S&P 500 Value ETF
-0.15%
-$131.92 
MSCI MSCI Inc.
-0.15%
-$38.54 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.14%
-$1,738.75 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$228.8 
MGM MGM Resorts International
-0.1%
-$3,112 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$3,042.9 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$32 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$125 
ARES Ares Management Corporation
-0.08%
-$14.96 
NSC Norfolk Southern Corporation
-0.08%
-$2,045.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$553.12 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.08%
-$306.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$2,664.84 
BA Boeing Company
-0.07%
-$2.94 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$28 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$38.4 
MUB iShares National Muni Bond ETF
-0.07%
-$11.2 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$186.24 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.06%
-$8.2 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$11.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$287.76 
CSX CSX Corporation
-0.04%
-$1,354.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$526.92 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$6 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$6 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$65 
AOS A. O. Smith Corporation
-0.03%
-$75.33 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$10.16 
QUAL iShares MSCI USA Quality Factor ETF
-0.02%
-$3.2 
TJX The TJX Companies, Inc.
-0.02%
-$279.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$634.74 
TIP iShares TIPS Bond ETF
-0.01%
-$6.1 Events
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Dividends
Dividend Analysis
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| Trades 4804 | Longs Won 3151/4804 65% | Profit Factor 7.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.71M |
| Average Win $482,652.05 | Best Trade (Sep 01) $637.5M | Sharpe Ratio -21.71 |
| Average Loss -$115,335.23 | Worst Trade (Jun 30) -$9.95M | Z-Score -5.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $276,891.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6866 686688AB8 | 20.15M | $24.12M | $24.12M | - | - | - | 0.0 |
| AA Alcoa Corporation | 9,616 | $511,128.84 | $451,471.2 | - | -$59,657.64 | -11.67% | -2.714% |
| AAON Aaon Inc. | 2,985 | $254,639.77 | $225,486.9 | - | -$29,152.87 | -11.45% | -5.332% |
| AAPL Apple Inc. | 14,131 | $3.68M | $4.71M | - | $1.03M | 28.06% | +0.244% |
| ABBV AbbVie Inc. | 193 | $35,537.04 | $50,514.85 | - | $14,977.81 | 42.15% | +1.795% |
| ACGL Arch Capital Group Ltd | 224 | $21,544.4 | $21,936.32 | - | $391.92 | 1.82% | +1.915% |
| ACWI iShares MSCI ACWI ETF | 53,768 | $7.39M | $8.55M | - | $1.15M | 15.62% | -0.805% |
| ADBE Adobe Inc. | 842 | $172,627 | $223,622.57 | - | $50,995.57 | 29.54% | +5.295% |
| ADSK Autodesk, Inc. | 440 | $85,544.8 | $100,729.2 | - | $15,184.4 | 17.75% | +7.782% |
| AEIS Advanced Energy Industries Inc. | 1,386 | $451,439.22 | $352,210.32 | - | -$99,228.9 | -21.98% | -11.534% |
| AEP American Electric Power Company, Inc. | 13 | $1,331.98 | $1,588.99 | - | $257.01 | 19.3% | -0.892% |
| AFL Aflac Inc. | 295 | $31,181.3 | $34,512.05 | - | $3,330.75 | 10.68% | +1.483% |
| AGCO AGCO Corporation | 2,639 | $315,888 | $322,670.53 | - | $6,782.53 | 2.15% | +0.966% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,375 | $726,770.65 | $707,299.37 | - | -$19,471.28 | -2.68% | -0.078% |
| AIG American International Group Inc. | 341 | $26,337.72 | $26,011.48 | - | -$326.24 | -1.24% | +1.261% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,500 | $267,482.98 | $349,085 | - | $81,602.02 | 30.51% | -0.797% |
| AISPW Airship AI Holdings Inc. | 675,000 | $756,000 | $290,250 | - | -$465,750 | -61.61% | -2.273% |
| AIT Applied Industrial Technologies Inc. | 1,347 | $361,756 | $429,881.58 | - | $68,125.58 | 18.83% | -1.433% |
| AIZ Assurant Inc. | 32 | $6,791.81 | $9,064.96 | - | $2,273.15 | 33.47% | +0.29% |
| AJG Arthur J. Gallagher & Co. | 165 | $49,420.74 | $41,794.5 | - | -$7,626.24 | -15.43% | +5.401% |
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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 - $89.9M, Enlight Renewable Energy Ltd - $41.08M, ZIM Integrated Shipping Services Ltd - $22.15M, Tower Semiconductor Ltd - $17.19M, and Tat Technologies Ltd - $11.05M. 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: Pfizer Inc - $13.43M, Taiwan Semiconductor Manufacturing Company Limited - $9.13M, Creative Media & Community Trust - $7.93M, Shl Telemedicine Ltd - $6.12M, and SolarEdge Technologies Inc - $5.07M. 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 $45.44M earned over time. The largest contributors to dividend income include ICL Group Ltd - $6.43M, Ituran Location and Control Ltd - $5.28M, ZIM Integrated Shipping Services Ltd - $3.42M, Elbit Systems Ltd - $2.95M, 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Yosef Levy's strategy be considered aggressive or moderate?
Yosef Levy's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
