Yolanda Cafiero Portfolio
Invests via Argosy-Lionbridge Management LLC | Managed by Yolanda Cafiero, Greg Morillo, Andy Stewart, David Butler
Invests via Argosy-Lionbridge Management LLC
Managed by Yolanda Cafiero, Greg Morillo, Andy Stewart, David Butler
Automatically Tracked
Strategic investor and former operating executive focused on growth-stage healthcare and SaaS businesses, with experience across corporate development, M&A and capital formation. Yolanda Cafiero combines hands-on operating roles with venture and private equity investing to source and scale revenue-generating companies. She is known for structuring cross-border partnerships, board-level governance and exit planning. Market-savvy and networked with limited partner and corporate sponsor relationships.
Strategic investor and former operating executive focused on growth-stage healthcare and SaaS businesses, with experience across corporate development, M&A and capital formation. Yolanda Cafiero combines hands-on operating roles with venture and private equity investing to source and scale revenue-generating companies. She is known for structuring cross-border partnerships, board-level governance and exit planning. Market-savvy and networked with limited partner and corporate sponsor relationships.
Investment Philosophy & Strategy
Combines operational experience and growth-stage investing to back healthcare and SaaS companies where revenue momentum and repeatable GTM can be scaled cross-border. Focuses on growth equity and structured minority deals, emphasizing board-level governance, commercial diligence, and capital formation to de-risk expansions. Prefers enterprise software and healthcare services with clear unit economics, repeatable sales motions, and strategic acquirability. Uses networked LP and corporate sponsor relationships to syndicate capital, accelerate partnerships, and optimize exit pathways.
Combines operational experience and growth-stage investing to back healthcare and SaaS companies where revenue momentum and repeatable GTM can be scaled cross-border. Focuses on growth equity and structured minority deals, emphasizing board-level governance, commercial diligence, and capital formation to de-risk expansions. Prefers enterprise software and healthcare services with clear unit economics, repeatable sales motions, and strategic acquirability. Uses networked LP and corporate sponsor relationships to syndicate capital, accelerate partnerships, and optimize exit pathways.
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:
-14.11%
Gain -0.66%
Monthly
-0.75%
Yearly
-8.62%
Drawdown
24.25%
$152.99M
Equity
Holdings
$152.99M
Investment
$158.54M
-$21.59M
Profit -$990,541.6
Realized
-$16.05M
Unrealized
-$5.55M
Dividends
$10.01M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$990,541.6
Win %
45%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$990,541.6
Win %
45%
This Month
Compared to last month
Gain
-2.24%
Profit
-$3.51M
Win %
45%
This Year
Compared to last year
Gain
-3.8%
Profit
-$6.04M
Win %
40%
PLD Prologis Inc.
+0.94%
+$55,458.37 
SMA SmartStop Self Storage REIT Inc.
+0.37%
+$21,214.44 
VICI Vici Properties Inc.
+0.22%
+$17,501 
ELME Elme Communities
0%
$0 
VNO Vornado Realty Trust
-3.61%
-$83,490 
CBRE CBRE Group Inc.
-3.06%
-$180,800 
LEN Lennar Corporation
-2.91%
-$75,655.62 
TOL Toll Brothers Inc
-2.89%
-$6,142.5 
KRC Kilroy Realty Corporation
-2.62%
-$29,250 
DHI D.R. Horton, Inc.
-2.58%
-$67,619.25 
BXMT Blackstone Mortgage Trust Inc
-2.11%
-$22,357.5 
BN Brookfield Corporation
-1.91%
-$370,755 
STWD Starwood Property Trust Inc.
-0.71%
-$14,262.87 
AAT American Assets Trust, Inc.
-0.57%
-$30,938.25 
FCPT Four Corners Property Trust Inc.
-0.48%
-$90,249.96 
ELS Equity Lifestyle Properties Inc.
-0.37%
-$61,838.72 
IRT Independence Realty Trust Inc.
-0.15%
-$45,524.12 
INVH Invitation Homes Inc.
-0.09%
-$3,450 
CPT Camden Property Trust
-0.03%
-$4,555.11 
FR First Industrial Realty Trust Inc.
-0.01%
-$694.82 Events
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Dividends
Dividend Analysis
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| Trades 91 | Longs Won 42/91 46% | Profit Factor 0.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $318,048.24 | Best Trade (Jun 30) $2M | Sharpe Ratio -13.08 |
| Average Loss -$713,274.51 | Worst Trade (Dec 31) -$5.6M | Z-Score -0.37 (28.64%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy -$237,279.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 215 | 193 | 172 | 150 | 129 | 107 | 86 | 64 | 43 | 21 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAT American Assets Trust, Inc. | 247,506 | $5.19M | $5.42M | - | $230,272.33 | 4.43% | -0.567% |
| BN Brookfield Corporation | 481,500 | $19.6M | $19.04M | - | -$564,395 | -2.88% | -1.91% |
| BXMT Blackstone Mortgage Trust Inc | 74,525 | $1.26M | $1.04M | - | -$227,301.5 | -17.99% | -2.113% |
| CBRE CBRE Group Inc. | 40,000 | $5.39M | $5.73M | - | $345,600 | 6.41% | -3.057% |
| CPT Camden Property Trust | 130,146 | $13.7M | $13.75M | - | $53,504.88 | 0.39% | -0.033% |
| DHI D.R. Horton, Inc. | 18,325 | $2.98M | $2.55M | - | -$436,501.5 | -14.62% | -2.585% |
| ELME Elme Communities | 276,777 | $4.82M | $467,753.13 | - | -$4.35M | -90.29% | 0.0 |
| ELS Equity Lifestyle Properties Inc. | 268,864 | $17.04M | $16.72M | - | -$315,637.66 | -1.85% | -0.368% |
| FCPT Four Corners Property Trust Inc. | 752,083 | $17.58M | $18.66M | - | $1.08M | 6.17% | -0.481% |
| FR First Industrial Realty Trust Inc. | 138,964 | $6.97M | $8.59M | - | $1.62M | 23.27% | -0.008% |
| INVH Invitation Homes Inc. | 138,000 | $3.84M | $3.91M | - | $79,349.97 | 2.07% | -0.088% |
| IRT Independence Realty Trust Inc. | 1.82M | $30.28M | $29.25M | - | -$1.03M | -3.4% | -0.155% |
| KRC Kilroy Realty Corporation | 30,000 | $846,300 | $1.08M | - | $238,650 | 28.2% | -2.625% |
| LEN Lennar Corporation | 31,134 | $3.87M | $2.53M | - | -$1.35M | -34.75% | -2.907% |
| PLD Prologis Inc. | 42,825 | $5.8M | $5.94M | - | $135,540.87 | 2.34% | +0.943% |
| SMA SmartStop Self Storage REIT Inc. | 176,787 | $5.75M | $5.78M | - | $35,356.9 | 0.62% | +0.368% |
| STWD Starwood Property Trust Inc. | 124,025 | $2.23M | $1.98M | - | -$254,649.25 | -11.4% | -0.715% |
| TOL Toll Brothers Inc | 1,500 | $247,125 | $206,460 | - | -$40,665 | -16.46% | -2.889% |
| VICI Vici Properties Inc. | 318,200 | $8.66M | $8.11M | - | -$552,429 | -6.38% | +0.216% |
| VNO Vornado Realty Trust | 63,250 | $2.49M | $2.23M | - | -$254,897.5 | -10.25% | -3.608% |
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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 Yolanda Cafiero?
The largest contributions to the portfolio's profits come from the following stocks: First Industrial Realty Trust Inc - $3.91M, Hyatt Hotels Corporation - $1.42M, Independence Realty Trust Inc - $726,821.38, Kite Realty Group Trust - $623,726.98, and Four Corners Property Trust Inc - $515,186.66. 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: Apartment Investment and Management Company - $5.76M, Elme Communities - $2.75M, Lennar Corporation - $2.3M, Rexford Industrial Realty, Inc - $1.74M, and Veris Residential Inc - $1.53M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yolanda Cafiero's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.01M earned over time. The largest contributors to dividend income include Apartment Investment and Management Company - $3.05M, First Industrial Realty Trust Inc - $1.17M, Rexford Industrial Realty, Inc - $1.15M, Elme Communities - $1.07M, and Independence Realty Trust Inc - $716,627.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yolanda Cafiero's monthly returns?
Yolanda Cafiero's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Yolanda Cafiero's strategy be considered aggressive or moderate?
Yolanda Cafiero's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Yolanda Cafiero's strategy?
Yolanda Cafiero's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
