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:
48.82%
Gain +0.49%
Monthly
1.22%
Yearly
15.65%
Drawdown
19.63%
$244.66M
Equity
Holdings
$244.66M
Investment
$178.86M
$72.56M
Profit +$908,331.5
Realized
$6.76M
Unrealized
$65.8M
Dividends
$10.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.49%
Profit
$908,331.5
Win %
77%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$918,606.9
Win %
77%
This Month
Compared to last month
Gain
-1.02%
Profit
-$2.51M
Win %
77%
This Year
Compared to last year
Gain
11.5%
Profit
$25.23M
Win %
76%
AVGO Broadcom Inc.
+2.67%
+$30,950.62 
NVDA NVIDIA Corporation
+2.3%
+$57,321.21 
JNJ Johnson & Johnson
+2%
+$6,315.16 
XOM Exxon Mobil Corporation
+1.81%
+$4,959.38 
AMT American Tower Corporation
+1.63%
+$4,368.12 
AMD Advanced Micro Devices, Inc.
+1.45%
+$9,148.21 
VDE Vanguard Energy ETF
+1.19%
+$5,384.01 
COP ConocoPhillips
+1.1%
+$2,325.87 
JPM JPMorgan Chase & Co.
+0.86%
+$5,119.62 
PSA Public Storage Common Stock
+0.63%
+$2,055.3 
FIDU Fidelity MSCI Industrials Index ETF
+0.13%
+$9,139.08 
RSPF Invesco S&P 500 Equal Weight Financials ETF
+0.11%
+$4,005.27 
RSPM Invesco S&P 500 Equal Weight Materials ETF
+0.04%
+$122.43 
CSCO Cisco Systems, Inc.
+0.03%
+$125.13 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$61.4 
PG Procter & Gamble Co
+0.01%
+$37.9 
MRK Merck & Co., Inc.
+0.01%
+$19.9 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
0%
+$84 
AMGN Amgen Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
C Citigroup Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
EQIX Equinix, Inc.
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FCOM Fidelity MSCI Communication Services Index ETF
0%
$0 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
0%
$0 
FENY Fidelity MSCI Energy Index ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
+$0.09 
FMAT Fidelity MSCI Materials Index ETF
0%
$0 
FNCL Fidelity MSCI Financials Index ETF
0%
-$0.28 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FNDB Schwab Fundamental U.S. Broad Market ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FSTA Fidelity MSCI Consumer Staples Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
-$0.98 
FUTY Fidelity MSCI Utilities Index ETF
0%
$0 
GE General Electric Company
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
-$0.01 
IBTK iShares iBonds Dec 2030 Treasury ETF
0%
$0 
IBTL iShares iBonds Dec 2031 Term Fund
0%
$0 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
+$0.02 
LRCX Lam Research Corporation
0%
$0 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MSFT Microsoft Corp.
0%
$0 
O Realty Income Corporation
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PSCT Invesco S&P SmallCap Information Technology ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
0%
$0 
RSPG Invesco S&P 500 Equal Weight Energy ETF
0%
$0 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
0%
$0 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
TER Teradyne, Inc.
0%
-$0.01 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VAW Vanguard Materials ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.02 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
PLTR Palantir Technologies Inc.
-6.1%
-$50,287.44 
CRM Salesforce Inc
-4.15%
-$9,820.46 
SQ Block, Inc.
-3.63%
-$100,696.2 
PLD Prologis Inc.
-3.5%
-$12,827.52 
ABNB Airbnb, Inc.
-2.81%
-$92,700.68 
META Meta Platforms Inc Class A
-2.58%
-$31,316.48 
GOOGL Alphabet Inc
-1.46%
-$7,994.78 
TSLA Tesla, Inc.
-1.3%
-$7,980.22 
VOX Vanguard Communication Services ETF
-1.23%
-$5,088.93 
MO Altria Group, Inc.
-1.12%
-$2,692.88 
ABBV AbbVie Inc.
-1.09%
-$2,637.61 
AMZN Amazon.com Inc
-1.09%
-$29,146.5 
LLY Eli Lilly and Company
-1.05%
-$3,422.41 
VHT Vanguard Health Care ETF
-0.7%
-$3,455.62 
V Visa Inc. Class A
-0.68%
-$4,000.82 
RYT Invesco S&P 500 Equal Weight ETF
-0.61%
-$58,226.53 
AAPL Apple Inc.
-0.56%
-$82,957.7 
VUG Vanguard Growth ETF
-0.52%
-$41,588.1 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$1,371.97 
DFAR Dimensional US Real Estate ETF
-0.44%
-$2,393.76 
PSX Phillips 66
-0.41%
-$980.4 
VGT Vanguard Information Technology ETF
-0.34%
-$1,781.53 
DIS The Walt Disney Company
-0.28%
-$623.7 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$7,294.54 
NFLX Netflix, Inc.
-0.2%
-$311.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$6,621.39 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.15%
-$403.5 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.08%
-$2,874.56 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.04%
-$146 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-0.03%
-$330.62 
IYY iShares Dow Jones U.S. ETF
-0.02%
-$65.7 Events
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Dividends
Dividend Analysis
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| Trades 1041 | Longs Won 789/1041 75% | Profit Factor 21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,813.33 |
| Average Win $96,565.47 | Best Trade (Jul 30) $7.71M | Sharpe Ratio -12.78 |
| Average Loss -$14,398.25 | Worst Trade (Jul 30) -$1.17M | Z-Score 14.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w | Expectancy $69,703.93 |
| 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
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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: iShares MSCI USA Quality Factor ETF - $1.49M, Vanguard Dividend Appreciation ETF - $1.48M, Vanguard Growth ETF - $1.47M, Apple Inc - $1.08M, 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, Marqeta, Inc. Class A - $48,237.01, ServiceNow, Inc - $38,830.93, and Equifax Inc - $31,387.53. 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 $10.21M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.04M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $925,433.51, Vanguard Intermediate-Term Corporate Bond Fund - $839,703.01, Vanguard Dividend Appreciation ETF - $456,613.5, and iShares 20+ Year Treasury Bond ETF - $321,106.23. 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.
