YW
Yedi Wong Portfolio
Invests via Philosophy Capital Management LLC | Managed by Jacob Rubin
Invests via Philosophy Capital Management LLC
Managed by Jacob Rubin
Automatically Tracked
Yedi Wong Profile
With a rich background in strategic finance and entrepreneurship, Yedi Wong has established himself as a significant player in the technology sector. He possesses extensive experience managing growth-stage companies, leveraging his operational expertise to drive performance enhancements and foster innovation. Having successfully co-founded multiple startups, he is recognized for his ability to identify market opportunities and navigate complex business landscapes effectively. Yedi's influence extends across various tech initiatives, where he engages with emerging markets to facilitate expansion strategies that resonate with industry trends. His insights into capital markets are particularly valuable as businesses seek strategic partnerships and scalable solutions.
With a rich background in strategic finance and entrepreneurship, Yedi Wong has established himself as a significant player in the technology sector. He possesses extensive experience managing growth-stage companies, leveraging his operational expertise to drive performance enhancements and foster innovation. Having successfully co-founded multiple startups, he is recognized for his ability to identify market opportunities and navigate complex business landscapes effectively. Yedi's influence extends across various tech initiatives, where he engages with emerging markets to facilitate expansion strategies that resonate with industry trends. His insights into capital markets are particularly valuable as businesses seek strategic partnerships and scalable solutions.
Investment Philosophy & Strategy
Innovation is a cornerstone of effective growth in the dynamic technology landscape. Yedi Wong’s approach reflects a strong entrepreneurial mindset, emphasizing scalable solutions and strategic alignment with market demands. He leverages his extensive operational background to navigate complexities inherent in startup ecosystems, ensuring that each initiative not only thrives but also addresses emerging consumer needs. His engagement with various tech ventures underscores a commitment to identifying disruptive opportunities that foster long-term value creation, making him adept at capitalizing on industry shifts.
Innovation is a cornerstone of effective growth in the dynamic technology landscape. Yedi Wong’s approach reflects a strong entrepreneurial mindset, emphasizing scalable solutions and strategic alignment with market demands. He leverages his extensive operational background to navigate complexities inherent in startup ecosystems, ensuring that each initiative not only thrives but also addresses emerging consumer needs. His engagement with various tech ventures underscores a commitment to identifying disruptive opportunities that foster long-term value creation, making him adept at capitalizing on industry shifts.
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:
43.84%
Gain -3.27%
Monthly
1.2%
Yearly
15.43%
Drawdown
35.22%
$985.76M
Equity
Holdings
$985.76M
Investment
$850.6M
$286.89M
Profit -$25.86M
Realized
$151.73M
Unrealized
$135.16M
Dividends
$47.02M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.27%
Profit
-$25.86M
Win %
69%
This Week
Compared To Last Week
Gain
-2.56%
Profit
-$25.86M
Win %
69%
This Month
Compared to last month
Gain
-6.38%
Profit
-$67.12M
Win %
69%
This Year
Compared to last year
Gain
-4.33%
Profit
-$44.56M
Win %
68%
ADBE Adobe Inc.
+5.3%
+$935,900 
HIMS Hims & Hers Health, Inc.
+4.69%
+$736,334.58 
TDAY USA TODAY Co., Inc.
+3.77%
+$1.03M 
TOST Toast Inc.
+3.64%
+$1.35M 
SBET Sharplink Gaming Inc.
+3.04%
+$441,157.86 
GRND Grindr Inc.
+2.81%
+$306,633 
MRVI Maravai Lifesciences Holdings Inc.
+2.37%
+$294,500 
TRMB Trimble Inc.
+1.87%
+$386,739.36 
RKT Rocket Companies, Inc. Class A
+1.82%
+$533,332.8 
CWH Camping World Holdings Inc.
+1.66%
+$240,550.5 
COMP Compass Inc.
+1.38%
+$975,559.42 
CPAY Corpay, Inc.
+1.07%
+$494,155.23 
GMTL Guardian Metal Resources PLC
+1%
+$91,529.34 
BRBR BellRing Brands Inc.
+0.71%
+$136,547.19 
BIDU Baidu Inc.
+0.55%
+$50,000 
KYIV Kyivstar Group Ltd.
+0.37%
+$87,344.45 
KRC Kilroy Realty Corporation
+0.04%
+$9,779.2 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$18.47M 
NOK Nokia Corporation Sponsored ADR
-13.25%
-$4.65M 
PUMP ProPetro Holding Corp.
-8.38%
-$2.85M 
VST Vistra Corp
-5.14%
-$2.32M 
HPP HUDSON PACIFIC PROPERTIES INC
-4.09%
-$1.38M 
VG Venture Global Inc.
-3.42%
-$529,200 
GLNG Golar LNG Ltd.
-2.69%
-$1.45M 
NINE Nine Energy Service Inc.
-2.57%
-$642,001.41 
CXW CoreCivic Inc.
-2%
-$1.15M 
GEO The Geo Group, Inc.
-2%
-$707,137.2 
GDS GDS Holdings Ltd. - ADR
-1.78%
-$560,261.9 
PCG PG&E Corporation
-1.56%
-$288,652.98 
GLXY Galaxy Digital Inc. Class A Common Stock
-1.11%
-$480,850.29 
SBLK Star Bulk Carriers Corp.
-1.09%
-$595,906.44 
AEXA American Exceptionalism Acquisition Corp. A
-0.89%
-$100,436.7 
HCA HCA Healthcare Inc.
-0.35%
-$75,500 
ET Energy Transfer L.P.
-0.33%
-$169,434.16 
TALO Talos Energy Inc.
-0.11%
-$21,000 Events
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Dividends
Dividend Analysis
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| Trades 511 | Longs Won 276/511 54% | Profit Factor 1.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.58M |
| Average Win $2.19M | Best Trade (Mar 31) $37.9M | Sharpe Ratio -40.29 |
| Average Loss -$1.36M | Worst Trade (Dec 30) -$16.14M | Z-Score -2.08 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $561,425.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 727 | 655 | 582 | 509 | 436 | 364 | 291 | 218 | 145 | 73 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 70,000 | $14.35M | $18.59M | - | $4.24M | 29.55% | +5.301% |
| AEXA American Exceptionalism Acquisition Corp. A | 1M | $10.98M | $11.25M | - | $271,615.79 | 2.47% | -0.885% |
| BIDU Baidu Inc. | 100,000 | $11.43M | $9.19M | - | -$2.24M | -19.59% | +0.547% |
| BRBR BellRing Brands Inc. | 2.1M | $29.08M | $19.34M | - | -$9.74M | -33.5% | +0.711% |
| COMP Compass Inc. | 6.73M | $59.44M | $71.69M | - | $12.24M | 20.59% | +1.38% |
| CPAY Corpay, Inc. | 113,079 | $34.53M | $46.66M | - | $12.12M | 35.11% | +1.071% |
| CWH Camping World Holdings Inc. | 2.41M | $19.15M | $14.77M | - | -$4.38M | -22.88% | +1.656% |
| CXW CoreCivic Inc. | 1.65M | $32.02M | $56.39M | - | $24.36M | 76.09% | -2.004% |
| ET Energy Transfer L.P. | 2.42M | $30.52M | $51.99M | - | $21.48M | 70.38% | -0.325% |
| GDS GDS Holdings Ltd. - ADR | 1.02M | $33.5M | $30.83M | - | -$2.66M | -7.94% | -1.785% |
| GEO The Geo Group, Inc. | 1.12M | $25.91M | $34.64M | - | $8.73M | 33.69% | -2.001% |
| GLNG Golar LNG Ltd. | 1.02M | $35.85M | $52.41M | - | $16.55M | 46.17% | -2.685% |
| GLXY Galaxy Digital Inc. Class A Common Stock | 1.78M | $45.86M | $42.97M | - | -$2.89M | -6.29% | -1.107% |
| GMTL Guardian Metal Resources PLC | 871,708 | $11.27M | $9.27M | - | -$2M | -17.75% | +0.997% |
| GRND Grindr Inc. | 713,100 | $10.25M | $11.2M | - | $955,554 | 9.32% | +2.814% |
| HCA HCA Healthcare Inc. | 50,000 | $19.49M | $21.27M | - | $1.78M | 9.12% | -0.354% |
| HIMS Hims & Hers Health, Inc. | 570,802 | $14.92M | $16.44M | - | $1.52M | 10.17% | +4.689% |
| HPP HUDSON PACIFIC PROPERTIES INC | 2.76M | $23.81M | $32.43M | - | $8.61M | 36.17% | -4.088% |
| KRC Kilroy Realty Corporation | 651,947 | $27.12M | $22.76M | - | -$4.35M | -16.06% | +0.043% |
| KYIV Kyivstar Group Ltd. | 1.75M | $18.25M | $23.86M | - | $5.61M | 30.74% | +0.367% |
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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 Yedi Wong?
The largest contributions to the portfolio's profits come from the following stocks: Golar LNG Ltd - $81.95M, BGC Group, Inc - $35.44M, TALEN ENERGY CORP NEW - $31.55M, FTAI Aviation Ltd - $24.64M, and AppLovin Corporation Class A Common Stock - $21.39M. 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: New Fortress Energy Inc - $33.86M, Caesars Entertainment, Inc - $33.81M, Alight Inc - $20.15M, Kaleyra Inc - $19.61M, and Telesat Corporation - $10.84M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yedi Wong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $47.02M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $13.37M, Golar LNG Ltd - $7.15M, Star Bulk Carriers Corp - $5.5M, Delek US Holdings Inc - $2.43M, and Perrigo Company plc - $2.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yedi Wong's monthly returns?
Yedi Wong'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 Yedi Wong's strategy be considered aggressive or moderate?
Yedi Wong'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 Yedi Wong's strategy?
Yedi Wong'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.
