MY
Michael Yoder Portfolio
Invests via Yoder Wealth Management Inc. | Managed by Michael Yoder, Anat Yoder
Invests via Yoder Wealth Management Inc.
Managed by Michael Yoder, Anat Yoder
Automatically Tracked
Michael Yoder Profile
With a rich background in entrepreneurship and operational leadership, Michael Yoder stands out as a seasoned executive in the technology sector. His diverse experience includes founding and scaling innovative startups that leverage cutting-edge solutions to solve complex problems within various industries. As an active participant in several venture capital initiatives, he is known for identifying transformative opportunities that propel growth and drive value creation. Michael's extensive network enhances his ability to forge strategic partnerships while navigating competitive landscapes effectively. His commitment to fostering innovation solidifies his relevance in today's rapidly evolving business environment.
With a rich background in entrepreneurship and operational leadership, Michael Yoder stands out as a seasoned executive in the technology sector. His diverse experience includes founding and scaling innovative startups that leverage cutting-edge solutions to solve complex problems within various industries. As an active participant in several venture capital initiatives, he is known for identifying transformative opportunities that propel growth and drive value creation. Michael's extensive network enhances his ability to forge strategic partnerships while navigating competitive landscapes effectively. His commitment to fostering innovation solidifies his relevance in today's rapidly evolving business environment.
Investment Philosophy & Strategy
Innovation in technology ventures defines Michael Yoder's investment approach. He gravitates towards emerging markets where disruptive ideas have the potential to reshape industries. By combining his entrepreneurial spirit with operational acumen, he identifies startups that not only demonstrate strong growth prospects but also align with transformative market trends. This dual focus ensures both strategic alignment and a keen eye for scalability. Michael actively seeks partnerships that leverage synergistic strengths among innovators, effectively maximizing value through collaboration and agility in execution.
Innovation in technology ventures defines Michael Yoder's investment approach. He gravitates towards emerging markets where disruptive ideas have the potential to reshape industries. By combining his entrepreneurial spirit with operational acumen, he identifies startups that not only demonstrate strong growth prospects but also align with transformative market trends. This dual focus ensures both strategic alignment and a keen eye for scalability. Michael actively seeks partnerships that leverage synergistic strengths among innovators, effectively maximizing value through collaboration and agility in execution.
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:
28.17%
Gain 0%
Monthly
0.76%
Yearly
9.46%
Drawdown
14.64%
$255.01M
Equity
Holdings
$255.01M
Investment
$174.39M
$70.36M
Profit -$12,045.2
Realized
-$12.37M
Unrealized
$82.73M
Dividends
$9.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$12,045.2
Win %
74%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$12,045.2
Win %
74%
This Month
Compared to last month
Gain
-1.41%
Profit
-$3.4M
Win %
74%
This Year
Compared to last year
Gain
7.99%
Profit
$17.56M
Win %
74%
AMD Advanced Micro Devices, Inc.
+4.73%
+$25,825.04 
VZ Verizon Communications Inc.
+2.49%
+$7,243.47 
JPM JPMorgan Chase & Co.
+2.31%
+$11,777.69 
RTM Invesco S&P 500 Equal Weight Materials ETF
+2.1%
+$6,938.82 
TSLA Tesla, Inc.
+1.82%
+$11,029.2 
VAW Vanguard Materials ETF
+1.79%
+$8,010.88 
FMAT Fidelity MSCI Materials Index ETF
+1.73%
+$25,786.62 
PSCT Invesco S&P SmallCap Information Technology ETF
+1.69%
+$7,801.92 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$138,138.3 
FNCL Fidelity MSCI Financials Index ETF
+1.36%
+$83,450.03 
ABBV AbbVie Inc.
+1.32%
+$2,817.92 
O Realty Income Corporation
+1.31%
+$4,334.31 
C Citigroup Inc.
+1.27%
+$5,327.5 
RYF Invesco S&P 500 Equal Weight Financials ETF
+1.25%
+$41,530.57 
FUTY Fidelity MSCI Utilities Index ETF
+1.14%
+$31,342.35 
ICE Intercontinental Exchange, Inc.
+1.11%
+$1,925.1 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$6,279.07 
ABNB Airbnb, Inc.
+1.08%
+$37,208.49 
JNJ Johnson & Johnson
+1.07%
+$3,335.02 
PLD Prologis Inc.
+1.05%
+$3,558.82 
V Visa Inc. Class A
+1.05%
+$5,554.46 
SCHH Schwab U.S. REIT ETF
+1%
+$11,182.32 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.99%
+$21,794.1 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$3,657.06 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.95%
+$26,854.8 
DFAR Dimensional US Real Estate ETF
+0.95%
+$4,862.75 
VTV Vanguard Value ETF
+0.94%
+$6,468.16 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$17,976.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$11,002.89 
IWX iShares Russell Top 200 Value ETF
+0.89%
+$3,479.13 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$36,313.53 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,961.54 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$43,031.49 
PG Procter & Gamble Co
+0.86%
+$2,275.84 
FENY Fidelity MSCI Energy Index ETF
+0.79%
+$30,471 
VDE Vanguard Energy ETF
+0.77%
+$3,388.89 
GE General Electric Company
+0.76%
+$1,948.16 
MA Mastercard Incorporated
+0.71%
+$2,224.27 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$6,134.58 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.69%
+$16,515.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$3,888.01 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+0.65%
+$6,498.2 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$146,426.67 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,599.39 
VGT Vanguard Information Technology ETF
+0.58%
+$3,060.56 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$6,349.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$23,389.24 
GOOGL Alphabet Inc
+0.53%
+$3,017.8 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$12,955.41 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$38,035 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+0.48%
+$8,472.09 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$12,209.02 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,569.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$36,056.35 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$1,839.62 
GOOG Alphabet Inc
+0.45%
+$12,795.2 
WMT Walmart Inc.
+0.45%
+$1,382.94 
FIDU Fidelity MSCI Industrials Index ETF
+0.38%
+$26,868.24 
PSA Public Storage Common Stock
+0.38%
+$1,196.8 
FNDC Schwab Fundamental International Small Company Index ETF
+0.34%
+$1,589.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$3,561.84 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$2,144.98 
XOM Exxon Mobil Corporation
+0.28%
+$701.07 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$1,538.94 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.2%
+$10,376.4 
VUG Vanguard Growth ETF
+0.18%
+$15,799.5 
NVDA NVIDIA Corporation
+0.16%
+$3,576.32 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.12%
+$3,347.76 
MSFT Microsoft Corp.
+0.1%
+$1,735.96 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.1%
+$5,723.55 
FCOM Fidelity MSCI Communication Services Index ETF
+0.09%
+$5,861.4 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$259 
FALN iShares Fallen Angels USD Bond ETF
+0.06%
+$429.66 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$232.31 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$633.72 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$184 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$144.01 
VOX Vanguard Communication Services ETF
+0.03%
+$110.17 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$530.95 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$928.08 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
RYE Invesco S&P 500 Equal Weight Energy ETF
0%
$0 
RYH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
SQ Block, Inc.
0%
$0 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
0%
$0 
ADBE Adobe Inc.
-6.75%
-$8,986.24 
LLY Eli Lilly and Company
-2.41%
-$7,071.34 
PLTR Palantir Technologies Inc.
-2.36%
-$18,876.82 
AAPL Apple Inc.
-1.52%
-$210,906 
MRK Merck & Co., Inc.
-1.42%
-$3,303.71 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$2,325.76 
AMZN Amazon.com Inc
-1.23%
-$30,911.18 
AMT American Tower Corporation
-1.12%
-$3,173.71 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-1.08%
-$13,112 
AVGO Broadcom Inc.
-0.91%
-$10,020.51 
NOW ServiceNow, Inc.
-0.9%
-$1,297.35 
CSCO Cisco Systems, Inc.
-0.6%
-$2,943.37 
CRM Salesforce Inc
-0.34%
-$766.08 
DIS The Walt Disney Company
-0.3%
-$686.1 
META Meta Platforms Inc Class A
-0.26%
-$2,649.17 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$6,179.67 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$4,918.62 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$551.2 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$6,496.08 
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$9,523.79 
VHT Vanguard Health Care ETF
-0.12%
-$724.2 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$809.04 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.1%
-$214.99 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.08%
-$2,855.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$4,104 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$490.73 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$253.5 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$101 
FXE Invesco CurrencyShares Euro Trust
-0.05%
-$250 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$63.5 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$73 
IWY iShares Russell Top 200 Growth ETF
0%
-$24.06 Events
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Dividends
Dividend Analysis
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| Trades 947 | Longs Won 705/947 74% | Profit Factor 21.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $536,353.59 |
| Average Win $131,161.19 | Best Trade (Jun 14) $11.38M | Sharpe Ratio -8.46 |
| Average Loss -$18,068.31 | Worst Trade (Jun 14) -$958,301.47 | Z-Score 10.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 2d | Expectancy $74,293.81 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
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Returns
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