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:
60.25%
Gain -0.08%
Monthly
1.26%
Yearly
16.22%
Drawdown
19.72%
$260.07M
Equity
Holdings
$260.07M
Investment
$189.01M
$78.86M
Profit -$158,640.92
Realized
$7.8M
Unrealized
$71.06M
Dividends
$10.55M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$158,640.92
Win %
74%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$158,640.92
Win %
74%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.23M
Win %
74%
This Year
Compared to last year
Gain
1.3%
Profit
$3.47M
Win %
74%
PANW Palo Alto Networks, Inc.
+14.01%
+$29,651.21 
CRM Salesforce Inc
+4.65%
+$16,665.15 
PLTR Palantir Technologies Inc.
+4.13%
+$43,491.54 
GOOGL Alphabet Inc
+3.08%
+$16,495.2 
GOOG Alphabet Inc
+2.97%
+$88,166.86 
META Meta Platforms Inc Class A
+2.91%
+$37,057.38 
FCOM Fidelity MSCI Communication Services Index ETF
+2.45%
+$207,869.35 
VOX Vanguard Communication Services ETF
+2.34%
+$9,825.38 
MSFT Microsoft Corp.
+2.27%
+$54,232.75 
WMT Walmart Inc.
+2.27%
+$7,134.48 
MO Altria Group, Inc.
+2.25%
+$5,162.6 
DIS The Walt Disney Company
+2.19%
+$5,051.44 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
+2.15%
+$28,222.38 
LLY Eli Lilly and Company
+2.04%
+$6,333.31 
ABBV AbbVie Inc.
+1.73%
+$4,262.4 
VZ Verizon Communications Inc.
+1.44%
+$4,732.59 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+1.44%
+$37,305.32 
FHLC Fidelity MSCI Health Care Index ETF
+1.43%
+$116,943.43 
VHT Vanguard Health Care ETF
+1.4%
+$7,082.35 
UNH UnitedHealth Group Incorporated
+1.32%
+$2,432.28 
FSTA Fidelity MSCI Consumer Staples Index ETF
+1.26%
+$31,527.54 
AMGN Amgen Inc.
+1.16%
+$2,559.36 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+1.08%
+$9,512.75 
V Visa Inc. Class A
+1.05%
+$6,320.5 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+0.93%
+$17,228 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$7,050.96 
MA Mastercard Incorporated
+0.61%
+$2,359.72 
JNJ Johnson & Johnson
+0.58%
+$1,813.06 
AAPL Apple Inc.
+0.54%
+$79,209.73 
PG Procter & Gamble Co
+0.52%
+$1,451.87 
MRK Merck & Co., Inc.
+0.44%
+$1,235.45 
RSPF Invesco S&P 500 Equal Weight Financials ETF
+0.32%
+$12,138.07 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.32%
+$17,739.9 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$5,430.48 
ABNB Airbnb, Inc.
+0.12%
+$3,793.92 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$4,272.66 
IWX iShares Russell Top 200 Value ETF
+0.06%
+$261.87 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$41.87 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$428.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.01%
+$339.36 
SQ Block, Inc.
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
0%
$0 
TER Teradyne, Inc.
-13%
-$41,726.1 
LRCX Lam Research Corporation
-7.91%
-$26,644.4 
APH Amphenol Corporation
-5.64%
-$24,596 
BAC Bank of America Corporation
-5.3%
-$12,046.48 
INTC Intel Corporation
-5.3%
-$12,328.3 
AVGO Broadcom Inc.
-4.79%
-$54,713.85 
MU Micron Technology, Inc.
-4.76%
-$12,222.93 
EQIX Equinix, Inc.
-4%
-$11,031.02 
AMD Advanced Micro Devices, Inc.
-3.9%
-$23,678.76 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$7,584.39 
NVDA NVIDIA Corporation
-2.85%
-$76,960.41 
IEMG iShares Core MSCI Emerging Markets ETF
-2.35%
-$5,713.3 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.25%
-$59,678.62 
PSCT Invesco S&P SmallCap Information Technology ETF
-2.24%
-$9,601.78 
DFAE Dimensional Emerging Core Equity Market ETF
-2.13%
-$54,940.59 
GE General Electric Company
-1.98%
-$5,277.24 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$16,891.14 
JPM JPMorgan Chase & Co.
-1.72%
-$10,603.8 
CSCO Cisco Systems, Inc.
-1.65%
-$7,233.5 
FIDU Fidelity MSCI Industrials Index ETF
-1.62%
-$118,027.04 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$70,114.14 
TSLA Tesla, Inc.
-1.4%
-$8,739.84 
FUTY Fidelity MSCI Utilities Index ETF
-1.33%
-$32,680.64 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-1.32%
-$4,448.43 
VDE Vanguard Energy ETF
-1.32%
-$6,613.86 
FTEC Fidelity MSCI Information Technology Index ETF
-1.29%
-$388,863.69 
FMAT Fidelity MSCI Materials Index ETF
-1.27%
-$17,085.86 
C Citigroup Inc.
-1.24%
-$5,316.48 
VGT Vanguard Information Technology ETF
-1.24%
-$6,874.84 
AMZN Amazon.com Inc
-1.22%
-$35,861.94 
FENY Fidelity MSCI Energy Index ETF
-1.22%
-$44,447.04 
VAW Vanguard Materials ETF
-1.16%
-$4,333.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$12,392.24 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.04%
-$7,650.5 
XOM Exxon Mobil Corporation
-0.85%
-$2,587.26 
RYT Invesco S&P 500 Equal Weight ETF
-0.8%
-$84,062.68 
PLD Prologis Inc.
-0.65%
-$2,180.64 
RSPM Invesco S&P 500 Equal Weight Materials ETF
-0.65%
-$1,547.6 
IWY iShares Russell Top 200 Growth ETF
-0.65%
-$4,460.35 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.62%
-$17,213.4 
FNDC Schwab Fundamental International Small Company Index ETF
-0.59%
-$2,805 
SCHH Schwab U.S. REIT ETF
-0.56%
-$5,041.27 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$1,498.94 
DFAR Dimensional US Real Estate ETF
-0.53%
-$2,589.97 
FNCL Fidelity MSCI Financials Index ETF
-0.51%
-$43,382.03 
AMT American Tower Corporation
-0.51%
-$1,481.42 
IQLT iShares MSCI International Quality Factor ETF
-0.48%
-$7,620.97 
VTV Vanguard Value ETF
-0.47%
-$3,411.08 
FXE Invesco CurrencyShares Euro Trust
-0.4%
-$2,337.5 
DFUS Dimensional U.S. Equity Market ETF
-0.4%
-$10,016.82 
O Realty Income Corporation
-0.4%
-$1,365.12 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$2,346.22 
VOE Vanguard Mid-Cap Value ETF
-0.37%
-$2,194.76 
DFAU Dimensional US Core Equity Market ETF
-0.36%
-$2,879.26 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$1,899.7 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$22,116.22 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$1,329.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$14,459.76 
IYY iShares Dow Jones U.S. ETF
-0.32%
-$1,292.1 
PSA Public Storage Common Stock
-0.29%
-$891.65 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.27%
-$6,170.32 
PRF Invesco FTSE RAFI US 1000 ETF
-0.21%
-$9,135.6 
VUG Vanguard Growth ETF
-0.19%
-$14,228.41 
FALN iShares Fallen Angels USD Bond ETF
-0.19%
-$1,347.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$2,734.71 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.17%
-$416 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$490.94 
VCR Vanguard Consumer Discretionary ETF
-0.08%
-$623.1 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.08%
-$3,305.36 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.08%
-$4,990.2 
IBTL iShares iBonds Dec 2031 Term Fund
-0.08%
-$3,392.61 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$747.23 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.06%
-$219 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$169 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$84.85 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.03%
-$245.01 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$67.25 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$72.35 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$73 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$62.5 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$649.99 Events
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Dividends
Dividend Analysis
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| Trades 1140 | Longs Won 850/1140 74% | Profit Factor 18.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $366,767.92 |
| Average Win $97,977.05 | Best Trade (Sep 11) $7.48M | Sharpe Ratio -13.12 |
| Average Loss -$15,229.96 | Worst Trade (Sep 14) -$1.26M | Z-Score 16.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 6d | Expectancy $69,178.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,251 | $7.31M | $14.78M | - | $7.47M | 102.11% | +0.539% |
| ABBV AbbVie Inc. | 960 | $222,493.61 | $251,097.6 | - | $28,603.99 | 12.86% | +1.727% |
| ABNB Airbnb, Inc. | 19,456 | $2.57M | $3.32M | - | $740,688.63 | 28.77% | +0.115% |
| AMD Advanced Micro Devices, Inc. | 1,176 | $258,014.01 | $583,290.12 | - | $325,276.11 | 126.07% | -3.901% |
| AMGN Amgen Inc. | 583 | $205,221.08 | $222,554.42 | - | $17,333.34 | 8.45% | +1.163% |
| AMT American Tower Corporation | 1,646 | $320,549.96 | $291,259.7 | - | -$29,290.26 | -9.14% | -0.506% |
| AMZN Amazon.com Inc | 11,421 | $1.84M | $2.9M | - | $1.06M | 57.39% | -1.223% |
| APH Amphenol Corporation | 5,200 | $229,216 | $411,788 | - | $182,572 | 79.65% | -5.636% |
| AVGO Broadcom Inc. | 3,159 | $549,058.02 | $1.09M | - | $539,754.51 | 98.31% | -4.785% |
| BAC Bank of America Corporation | 3,623 | $206,439 | $215,079.39 | - | $8,640.39 | 4.19% | -5.304% |
| BNY BlackRock New York Municipal Income Trust | 1,467 | $212,143 | $231,037.83 | - | $18,894.83 | 8.91% | -3.178% |
| BRK-B Berkshire Hathaway Inc. | 1,842 | $654,715.27 | $923,210.4 | - | $268,495.13 | 41.01% | -1.797% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 12,700 | $245,110 | $248,348.5 | - | $3,238.5 | 1.32% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 13,450 | $272,766 | $272,160.75 | - | -$605.25 | -0.22% | -0.025% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 10,700 | $175,623.03 | $171,146.5 | - | -$4,476.53 | -2.55% | 0.0 |
| C Citigroup Inc. | 3,082 | $220,104.22 | $422,526.79 | - | $202,422.57 | 91.97% | -1.243% |
| CRM Salesforce Inc | 1,446 | $301,353.82 | $374,868.27 | - | $73,514.45 | 24.39% | +4.652% |
| CSCO Cisco Systems, Inc. | 3,910 | $239,382.01 | $431,194.8 | - | $191,812.79 | 80.13% | -1.65% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 13,407 | $346,139.61 | $603,113.89 | - | $256,974.28 | 74.24% | -0.388% |
| DFAE Dimensional Emerging Core Equity Market ETF | 64,258 | $1.52M | $2.52M | - | $999,157.97 | 65.54% | -2.131% |
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FAQ
Which stocks have generated the highest profits for Michael Yoder?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $1.86M, iShares MSCI USA Quality Factor ETF - $1.64M, Vanguard Dividend Appreciation ETF - $1.6M, Apple Inc - $1.17M, and WisdomTree Floating Rate Treasury Fund - $1.05M. 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: Vanguard S&P 500 ETF - $118,765.07, Adobe Inc - $93,288.65, Oracle Corporation - $84,885.51, Netflix, Inc - $81,642.92, and ConocoPhillips - $68,753.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Yoder's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.55M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.05M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $982,240.07, Vanguard Intermediate-Term Corporate Bond Fund - $885,797.5, Vanguard Dividend Appreciation ETF - $465,508.23, and iShares 20+ Year Treasury Bond ETF - $331,889.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Yoder's monthly returns?
Michael Yoder's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Yoder's strategy be considered aggressive or moderate?
Michael Yoder'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 Michael Yoder's strategy?
Michael Yoder'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.
