YT
Yoshifumi Taguchi Portfolio
Invests via Global X Japan Co., Ltd. | Managed by Yoshifumi Taguchi
Invests via Global X Japan Co., Ltd.
Managed by Yoshifumi Taguchi
Automatically Tracked
Yoshifumi Taguchi Profile
Japan-based entrepreneur and investor Yoshifumi Taguchi is known for founding and leading technology and services companies focused on enterprise software and digital platforms. He has experience in corporate strategy, operations and growth-stage investing, often advising boards on M&A and capital formation. Active in Tokyo venture circles, he bridges operators and institutional investors.
Japan-based entrepreneur and investor Yoshifumi Taguchi is known for founding and leading technology and services companies focused on enterprise software and digital platforms. He has experience in corporate strategy, operations and growth-stage investing, often advising boards on M&A and capital formation. Active in Tokyo venture circles, he bridges operators and institutional investors.
Investment Philosophy & Strategy
Focuses on growth-stage enterprise software and digital platform businesses, favoring B2B SaaS and data-driven services where operational improvements unlock value. Emphasizes active, board-level involvement to shape strategy, M&A outcomes and capital formation, deploying capital in staged tranches tied to measurable KPIs. Adopts a Japan/Tokyo market lens with institutional partnering to scale regional winners globally. Portfolio construction is concentrated and high-conviction, balancing long-term growth orientation with disciplined downside protection through operational governance, milestone-based funding and selective secondary liquidity planning.
Focuses on growth-stage enterprise software and digital platform businesses, favoring B2B SaaS and data-driven services where operational improvements unlock value. Emphasizes active, board-level involvement to shape strategy, M&A outcomes and capital formation, deploying capital in staged tranches tied to measurable KPIs. Adopts a Japan/Tokyo market lens with institutional partnering to scale regional winners globally. Portfolio construction is concentrated and high-conviction, balancing long-term growth orientation with disciplined downside protection through operational governance, milestone-based funding and selective secondary liquidity planning.
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:
90.79%
Gain +3.52%
Monthly
2.11%
Yearly
28.48%
Drawdown
34.96%
$2.56B
Equity
Holdings
$2.56B
Investment
$2.3B
$366.32M
Profit +$42.01M
Realized
$103.7M
Unrealized
$262.61M
Dividends
$72.67M
Goals
Avg. 37% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.52%
Profit
$42.01M
Win %
61%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$33.46M
Win %
61%
This Month
Compared to last month
Gain
-5.31%
Profit
-$143.5M
Win %
61%
This Year
Compared to last year
Gain
-5.3%
Profit
-$143.2M
Win %
62%
NBIS Nebius Group N.V.
+15.98%
+$6,506.02 
BE Bloom Energy Corporation
+14.61%
+$5,122.84 
MU Micron Technology, Inc.
+12.93%
+$6.07M 
TER Teradyne, Inc.
+12.57%
+$805,200.36 
COIN Coinbase Global, Inc.
+11.86%
+$21,079.7 
COHR Coherent Corp.
+11.53%
+$674,720.82 
GLXY Galaxy Digital Inc. Class A Common Stock
+9.17%
+$6,842.01 
CEVA Ceva Inc.
+8.67%
+$2,807.89 
AMAT Applied Materials, Inc.
+8.43%
+$2.15M 
HOOD Robinhood Markets, Inc.
+8.2%
+$23,571.63 
CRCL Circle Internet Group, Inc.
+8.11%
+$5,851.41 
KLIC Kulicke & Soffa Industries, Inc.
+8.04%
+$5,832.19 
ARM Arm Holdings plc American Depositary Receipt
+7.82%
+$939,925.17 
INTC Intel Corporation
+7.72%
+$1.62M 
AMD Advanced Micro Devices, Inc.
+7.59%
+$2.56M 
MRVL Marvell Technology, Inc.
+7.41%
+$771,486.41 
SPCX Space Exploration Technologies Corp. Class A
+7.28%
+$182,142.72 
HAS Hasbro Inc.
+7.11%
+$725.01 
BLSH Bullish Inc.
+6.61%
+$895.5 
BULL Webull Corporation
+6.57%
+$2,629.53 
ENTG Entegris, Inc.
+6.52%
+$139,179.92 
ALGM Allegro MicroSystems, Inc.
+6.43%
+$2,008.52 
FIGR Figure Technology Solutions Inc Cl A
+6.12%
+$3,690.36 
PLUG Plug Power Inc.
+6.1%
+$1,175.98 
COPX Global X Copper Miners ETF
+6.09%
+$122,430.02 
AMPX Amprius Technologies Inc.
+5.72%
+$1,219.16 
SWKS Skyworks Solutions Inc.
+5.49%
+$71,795.92 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+5.47%
+$53,645.2 
MTSI MACOM Technology Solutions Holdings, Inc.
+5.43%
+$116,314.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.36%
+$295,757.93 
SOXQ Invesco PHLX Semiconductor ETF
+5.32%
+$7,001.16 
RMBS Rambus Inc.
+5.32%
+$60,433.28 
ATI ATI Inc.
+5.25%
+$1,787.91 
LRCX Lam Research Corporation
+5.13%
+$1.84M 
LFUS Littelfuse Inc.
+5.13%
+$3,810.59 
GM General Motors Company
+5.11%
+$1,489.95 
ABAT American Battery Technology Company
+5.02%
+$475.3 
CRDO Credo Technology Group Holding Ltd.
+4.92%
+$200,368.25 
POWI Power Integrations Inc.
+4.92%
+$3,159.78 
AVT Avnet Inc.
+4.87%
+$3,349.26 
FUTU Futu Holdings Limited - ADR
+4.84%
+$4,126.92 
SITM SiTime Corporation
+4.83%
+$1,637.24 
DCH Dauch Corporation
+4.81%
+$667.59 
KLAC KLA Corporation
+4.75%
+$3.61M 
AMBA Ambarella, Inc.
+4.67%
+$960.91 
ON ON Semiconductor Corporation
+4.6%
+$165,094.38 
TEX Terex Corporation
+4.51%
+$473.44 
NVMI Nova Ltd.
+4.5%
+$64,584 
ENS EnerSys
+4.48%
+$1,102.08 
ASML ASML Holding N.V. New York Registry Shares
+4.46%
+$624,289.06 
GEMI Gemini Space Station, Inc.
+4.42%
+$123.18 
MPWR Monolithic Power Systems, Inc.
+4.34%
+$361,513.3 
CE Celanese Corporation
+4.33%
+$806.74 
GFS GlobalFoundries Inc.
+4.33%
+$140,657.88 
APH Amphenol Corporation
+4.32%
+$2,604.49 
QRVO Qorvo Inc.
+4.17%
+$32,764.87 
FIX Comfort Systems USA, Inc.
+4.12%
+$67,561.55 
ETOR eToro Group Ltd.
+4.06%
+$1,160.71 
CDNS Cadence Design Systems, Inc.
+3.91%
+$132,457.64 
ORLY O'Reilly Automotive Inc.
+3.9%
+$132,914.1 
KEYS Keysight Technologies, Inc.
+3.82%
+$41,677.24 
TEL TE Connectivity plc
+3.69%
+$1,860 
ORCL Oracle Corporation
+3.69%
+$61,676.16 
C Citigroup Inc.
+3.66%
+$3,414.75 
CAT Caterpillar Inc.
+3.63%
+$23,152.88 
OSK Oshkosh Corporation
+3.63%
+$412.8 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+3.62%
+$3,678.15 
INDI Indie Semiconductor, Inc.
+3.58%
+$666.23 
URA Global X Uranium ETF
+3.57%
+$382,478.04 
TXN Texas Instruments Inc
+3.37%
+$345,210.78 
ANET Arista Networks, Inc.
+3.36%
+$221,835.64 
QS QuantumScape Corp
+3.31%
+$384.15 
HY Hyster-Yale Materials Handling, Inc.
+3.27%
+$624 
THRM Gentherm Inc.
+3.21%
+$599.64 
LEA Lear Corporation
+3.19%
+$759.05 
MCHP Microchip Technology Incorporated
+3.18%
+$182,620.16 
DRIV Global X Autonomous & Electric Vehicles ETF
+3.11%
+$22,090.95 
TIGR UP Fintech Holding Ltd
+3.1%
+$467.48 
AIQ Global X Artificial Intelligence & Technology ETF
+3.06%
+$507,746.63 
GS The Goldman Sachs Group, Inc.
+3.06%
+$3,290.52 
TSLA Tesla, Inc.
+3.04%
+$1.8M 
ADI Analog Devices, Inc.
+2.95%
+$422,367.66 
F Ford Motor Company
+2.82%
+$806.59 
VC Visteon Corporation
+2.76%
+$579.93 
NXPI NXP Semiconductors N.V.
+2.75%
+$194,495.96 
IRM Iron Mountain Inc.
+2.59%
+$1,767.78 
EMR Emerson Electric Co.
+2.5%
+$13,895.75 
DD DuPont de Nemours, Inc.
+2.44%
+$489.88 
SQM Quimica y Minera Chilena S.A. ADR
+2.35%
+$430.89 
ALSN Allison Transmission Holdings Inc.
+2.35%
+$231.85 
SOFI SoFi Technologies, Inc.
+2.32%
+$3,145.39 
BC Brunswick Corporation
+2.26%
+$249.9 
TPL Texas Pacific Land Corporation
+2.23%
+$53,313.46 
AVGO Broadcom Inc.
+2.2%
+$2.3M 
SNPS Synopsys, Inc.
+2.2%
+$44,154.24 
NU Nu Holdings Ltd.
+2.18%
+$4,927.89 
NTAP NetApp, Inc.
+2.12%
+$24,818.94 
NUE Nucor Corporation
+2.1%
+$13,726.24 
VNT Vontier Corporation
+2.05%
+$158.6 
ELV Elevance Health, Inc.
+2.02%
+$193 
BEN Franklin Resources Inc.
+1.97%
+$13,756.64 
DLR Digital Realty Trust, Inc.
+1.96%
+$2,636.16 
MBLY Mobileye Global Inc.
+1.96%
+$333.73 
ALGN Align Technology, Inc.
+1.95%
+$400.14 
NDSN Nordson Corporation
+1.91%
+$11,353.3 
JPM JPMorgan Chase & Co.
+1.88%
+$2,016.08 
ZIM ZIM Integrated Shipping Services Ltd.
+1.83%
+$25.36 
DOV Dover Corporation
+1.83%
+$10,273.97 
EMN Eastman Chemical Company
+1.81%
+$180.31 
RDDT Reddit Inc Class A
+1.72%
+$231.25 
HPQ HP Inc.
+1.71%
+$13,702.47 
QCOM QUALCOMM Incorporated
+1.71%
+$249,203.35 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+1.69%
+$14,189.12 
SJM The J.M. Smucker Company
+1.69%
+$11,711.6 
CHRW C.H. Robinson Worldwide, Inc.
+1.66%
+$10,943.67 
WAT Waters Corporation
+1.62%
+$15,984.8 
WAB Wabtec Corporation
+1.56%
+$462.87 
XOM Exxon Mobil Corporation
+1.53%
+$9,030.06 
THC Tenet Healthcare Corporation
+1.51%
+$187.52 
WST West Pharmaceutical Services, Inc.
+1.45%
+$11,147.86 
SWK Stanley Black & Decker Inc.
+1.38%
+$9,364.19 
DOW Dow Inc.
+1.35%
+$245.59 
BALL Ball Corp.
+1.35%
+$167.16 
CGNX Cognex Corporation
+1.33%
+$951.72 
ITT Itt Inc.
+1.31%
+$307.5 
SARO StandardAero, Inc.
+1.26%
+$141.71 
ISRG Intuitive Surgical, Inc.
+1.22%
+$291,128.06 
MTD Mettler-Toledo International Inc.
+1.2%
+$18,217.98 
AKAM Akamai Technologies Inc.
+1.16%
+$4,602.75 
LYB LyondellBasell Industries N.V.
+1.15%
+$114.1 
LLY Eli Lilly and Company
+1.15%
+$26,066.63 
AMCR Amcor plc
+1.13%
+$7,289.24 
CI The Cigna Group
+1.12%
+$235.32 
A Agilent Technologies Inc.
+1.11%
+$129.05 
LAD Lithia Motors Inc.
+1.07%
+$124.92 
NVDA NVIDIA Corporation
+1.06%
+$1.4M 
EQIX Equinix, Inc.
+1.06%
+$1,761.36 
GNTX Gentex Corporation
+1.05%
+$223.07 
PLD Prologis Inc.
+1.01%
+$4,647.99 
EXPD Expeditors International of Washington, Inc.
+1.01%
+$15,904.15 
TROW T. Rowe Price Group, Inc.
+1%
+$7,035.4 
BIIB Biogen Inc.
+0.98%
+$213.64 
VTR Ventas Inc.
+0.96%
+$971.52 
SHLD Global X Defense Tech ETF
+0.94%
+$389,319.47 
HST Host Hotels & Resorts Inc.
+0.94%
+$286.2 
APD Air Products and Chemicals, Inc.
+0.93%
+$5,630.4 
HLT Hilton Worldwide Holdings Inc.
+0.9%
+$31,425.22 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.88%
+$2.6M 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.88%
+$8,130.42 
TRNO Terreno Realty Corporation
+0.82%
+$532.53 
PPG PPG Industries Inc.
+0.82%
+$5,027.4 
CTVA Corteva Inc.
+0.81%
+$188.3 
ABBV AbbVie Inc.
+0.8%
+$240,470.1 
MRK Merck & Co., Inc.
+0.79%
+$72,206.4 
SYY Sysco Corporation
+0.78%
+$4,971.33 
WSO Watsco Inc.
+0.74%
+$77 
RJF Raymond James Financial Inc.
+0.7%
+$79.39 
ITW Illinois Tool Works Inc.
+0.7%
+$19,756.17 
ALB Albemarle Corporation
+0.69%
+$2,655.98 
AZO AutoZone Inc.
+0.69%
+$13,754.1 
CARR Carrier Global Corporation
+0.69%
+$79.12 
WELL Welltower Inc.
+0.67%
+$1,417.35 
LW Lamb Weston Holdings, Inc.
+0.58%
+$125.55 
AOS A. O. Smith Corporation
+0.58%
+$4,544.1 
AAPL Apple Inc.
+0.57%
+$624,336.15 
IONS Ionis Pharmaceuticals, Inc.
+0.55%
+$81.38 
ADM Archer-Daniels-Midland Co
+0.55%
+$3,971.97 
ARE Alexandria Real Estate Equities, Inc.
+0.54%
+$101.52 
AN AutoNation Inc.
+0.54%
+$59.36 
USB U.S. Bancorp
+0.53%
+$63.31 
REXR Rexford Industrial Realty, Inc.
+0.53%
+$383.18 
RPRX Royalty Pharma plc
+0.52%
+$124.63 
BMY Bristol-Myers Squibb Company
+0.51%
+$27,491.78 
CB Chubb Limited
+0.51%
+$3,189.76 
LCID Lucid Group, Inc.
+0.49%
+$65.2 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$237,468.2 
RHP Ryman Hospitality Properties, Inc.
+0.47%
+$69 
AMP Ameriprise Financial, Inc.
+0.44%
+$51.26 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.44%
+$90.02 
CG The Carlyle Group Inc.
+0.4%
+$80.46 
META Meta Platforms Inc Class A
+0.38%
+$358,928.43 
URI United Rentals, Inc.
+0.37%
+$45.18 
LINE Lineage, Inc.
+0.37%
+$308.32 
ATR AptarGroup, Inc.
+0.34%
+$33.88 
BMRN Biomarin Pharmaceutical Inc.
+0.32%
+$66.5 
BLK BlackRock, Inc.
+0.29%
+$179.36 
NET Cloudflare Inc.
+0.29%
+$39.78 
BB BlackBerry Ltd.
+0.28%
+$130.5 
BXP Boston Properties, Inc.
+0.28%
+$65.36 
HII Huntington Ingalls Industries Inc.
+0.28%
+$27 
ALLE Allegion plc
+0.26%
+$29.11 
CSCO Cisco Systems, Inc.
+0.25%
+$33,033 
JNJ Johnson & Johnson
+0.22%
+$45,778.91 
PFFD Global X U.S. Preferred ETF
+0.22%
+$131,341.84 
FR First Industrial Realty Trust Inc.
+0.2%
+$156.52 
DIV Global X SuperDividend U.S. ETF
+0.2%
+$31,433.6 
AXP American Express Company
+0.2%
+$15,680 
GD General Dynamics Corporation
+0.19%
+$1,296.3 
FRT Federal Realty Investment Trust
+0.17%
+$1,168.2 
DLO DLocal Limited
+0.17%
+$30.2 
MAR Marriott International Inc. - Class A
+0.16%
+$5,575.64 
AYI Acuity Brands Inc.
+0.14%
+$34.31 
SMOT VanEck Morningstar SMID Moat ETF
+0.14%
+$39.62 
REGN Regeneron Pharmaceuticals, Inc.
+0.14%
+$4,155.97 
SF Stifel Financial Corp.
+0.12%
+$27.36 
DPZ Domino's Pizza Inc.
+0.12%
+$679.21 
NIO Nio Inc.
+0.1%
+$23.12 
EGP EastGroup Properties Inc.
+0.09%
+$90 
DVN Devon Energy Corporation
+0.08%
+$15.89 
CAH Cardinal Health Inc.
+0.07%
+$2,252.55 
LII Lennox International Inc.
+0.07%
+$338.92 
LHX L3Harris Technologies, Inc.
+0.06%
+$6.3 
AMGN Amgen Inc.
+0.05%
+$4,739.87 
WMG Warner Music Group Corp.
+0.04%
+$7.16 
SLB Schlumberger Limited
+0.02%
+$2.08 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$53,789 
FAST Fastenal Co.
+0.01%
+$227.28 
CVX Chevron Corporation
+0.01%
+$39.66 
CNHI CNH Industrial N.V.
0%
$0 
G2004J103
0%
$0 
GXIG Global X Investment Grade Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
LAC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MSCI MSCI Inc.
-8.67%
-$332,191.74 
RGEN Repligen Corporation
-7.82%
-$955.08 
EFX Equifax Inc.
-6.78%
-$622.2 
TEAM Atlassian Corporation Class A
-6.68%
-$328.44 
IT Gartner Inc.
-4.86%
-$18,392.25 
WDAY Workday Inc.
-4.22%
-$42,320.88 
CHKP Check Point Software Technologies Ltd.
-4.12%
-$178.88 
TRU TransUnion
-4.08%
-$930.58 
VEEV Veeva Systems Inc.
-3.85%
-$395.46 
ADBE Adobe Inc.
-3.69%
-$228,208.32 
BRO Brown & Brown Inc.
-3.58%
-$21,097.94 
GPC Genuine Parts Company
-3.54%
-$22,221.56 
SPGI S&P Global Inc.
-3.37%
-$214,217.64 
BR Broadridge Financial Solutions, Inc.
-3.25%
-$1,834.88 
VRSN Verisign Inc.
-3.25%
-$24,453.22 
OMC Omnicom Group Inc.
-3.24%
-$696.87 
VLTO Veralto Corporation
-3.19%
-$365.31 
DDOG Datadog, Inc. Class A Common Stock
-3.16%
-$664.8 
IIPR Innovative Industrial Properties Inc.
-3.15%
-$481.11 
HONA Honeywell Aerospace Inc.
-3.15%
-$611.51 
VRSK Verisk Analytics Inc.
-3.07%
-$48,645.12 
ETSY Etsy Inc.
-2.98%
-$440 
ACN Accenture plc Class A
-2.97%
-$82,949.34 
NOW ServiceNow, Inc.
-2.96%
-$152,607.48 
PANW Palo Alto Networks, Inc.
-2.87%
-$1.82M 
CRM Salesforce Inc
-2.83%
-$120,406.92 
MCO Moody's Corporation
-2.79%
-$94,114.87 
FDS FactSet Research Systems Inc.
-2.77%
-$28,012.59 
GDDY Godaddy Inc.
-2.7%
-$12,789.76 
ERIE Erie Indemnity Company
-2.69%
-$14,096.94 
ROP Roper Technologies Inc.
-2.69%
-$40,821.81 
SSNC SS&C Technologies Holdings Inc.
-2.68%
-$1,584.72 
GPN Global Payments Inc.
-2.67%
-$357.79 
CHD Church & Dwight Co., Inc.
-2.66%
-$16,460.6 
GILD Gilead Sciences Inc.
-2.61%
-$212,060.76 
DSGX The Descartes Systems Group Inc.
-2.6%
-$47.87 
TTD The Trade Desk, Inc. Class A
-2.55%
-$10,746.4 
ADP Automatic Data Processing Inc.
-2.52%
-$190,540.19 
TW Tradeweb Markets Inc.
-2.4%
-$81.97 
PAYX Paychex Inc.
-2.36%
-$62,160.16 
NOC Northrop Grumman Corporation
-2.28%
-$227.24 
JKHY Jack Henry & Associates, Inc.
-2.23%
-$12,719.45 
CL Colgate-Palmolive Company
-2.2%
-$86,502.46 
STZ Constellation Brands, Inc.
-2.16%
-$411.8 
IDXX IDEXX Laboratories, Inc.
-2.16%
-$45,181.79 
MSI Motorola Solutions, Inc.
-2.14%
-$41,324.24 
FICO Fair Isaac Corporation
-2.12%
-$39,249.78 
PTC PTC Inc.
-2.1%
-$7,854.76 
CPRT Copart Inc.
-2.07%
-$16,662.81 
WMT Walmart Inc.
-1.96%
-$9,993.83 
SQ Block, Inc.
-1.94%
-$5,180.82 
G Genpact Ltd.
-1.93%
-$969.37 
ZBRA Zebra Technologies Corporation
-1.91%
-$227.7 
INTU Intuit Inc.
-1.88%
-$64,106.46 
ZM Zoom Video Communications, Inc.
-1.83%
-$219.12 
FTNT Fortinet Inc.
-1.8%
-$109,710.18 
MO Altria Group, Inc.
-1.77%
-$182,885.77 
IQV IQVIA Holdings Inc.
-1.77%
-$410.4 
CME CME Group Inc.
-1.74%
-$85,818.46 
SBAC SBA Communications Corporation
-1.74%
-$956.92 
MKTX MarketAxess Holdings Inc.
-1.72%
-$108.9 
FISV Fiserv, Inc.
-1.72%
-$3,576.91 
ZTS Zoetis Inc.
-1.72%
-$16,485.04 
PODD Insulet Corporation
-1.7%
-$122.16 
FIS Fidelity National Information Services, Inc.
-1.7%
-$13,991.29 
ROL Rollins, Inc.
-1.67%
-$8,137.64 
RMD ResMed Inc.
-1.66%
-$14,767.5 
DLB Dolby Laboratories Inc.
-1.6%
-$758.97 
CCI Crown Castle Inc.
-1.55%
-$278.3 
EL The Estée Lauder Companies Inc. Class A
-1.54%
-$299.28 
AMT American Tower Corporation
-1.54%
-$2,256.45 
OTIS Otis Worldwide Corporation
-1.47%
-$126.36 
PDD PDD Holdings Inc. American Depositary Shares
-1.46%
-$496,640.66 
ES Eversource Energy
-1.44%
-$9,406.08 
PSA Public Storage Common Stock
-1.37%
-$1,653.54 
ICE Intercontinental Exchange, Inc.
-1.33%
-$48,156.1 
CBOE Cboe Global Markets Inc.
-1.29%
-$12,272.24 
BIDU Baidu Inc.
-1.27%
-$247.58 
PNR Pentair plc
-1.26%
-$5,115.24 
NDAQ Nasdaq, Inc.
-1.24%
-$20,297.7 
CLX The Clorox Company
-1.24%
-$7,154.28 
CPAY Corpay, Inc.
-1.23%
-$13,542.01 
PG Procter & Gamble Co
-1.22%
-$7,547.54 
RKT Rocket Companies, Inc. Class A
-1.22%
-$144.33 
ATO Atmos Energy Corporation
-1.21%
-$6,935.9 
PLTR Palantir Technologies Inc.
-1.18%
-$598,231.72 
PM Philip Morris International Inc.
-1.15%
-$212,258.64 
ABT Abbott Laboratories
-1.14%
-$7,383.4 
HRL Hormel Foods Corporation
-1.13%
-$8,040.99 
HSY The Hershey Company
-1.08%
-$111.6 
MDLZ Mondelez International, Inc.
-1.07%
-$223.28 
MDT Medtronic plc
-1.04%
-$6,261.39 
KMB Kimberly-Clark Corporation
-1.03%
-$6,811.53 
DG Dollar General Corporation
-1.01%
-$123.97 
INGR Ingredion Inc.
-1.01%
-$93.15 
ED Consolidated Edison, Inc.
-1%
-$6,055.05 
NFLX Netflix, Inc.
-0.99%
-$126,085.96 
LIN Linde plc
-0.99%
-$6,048.5 
MCD McDonald's Corporation
-0.99%
-$73,178.16 
MA Mastercard Incorporated
-0.97%
-$289,188.43 
MELI MercadoLibre, Inc.
-0.95%
-$232,691.6 
GEHC GE HealthCare Technologies Inc.
-0.92%
-$171.68 
MSFT Microsoft Corp.
-0.92%
-$863,174.52 
POR Portland General Electric Company
-0.91%
-$101.76 
DXCM DexCom, Inc.
-0.91%
-$94.53 
CDW CDW Corporation
-0.91%
-$507.4 
IBM International Business Machines Corporation
-0.9%
-$4,888.32 
ABNB Airbnb, Inc.
-0.86%
-$189.72 
MCK McKesson Corporation
-0.85%
-$40,015.08 
CNM Core & Main Inc.
-0.82%
-$72.72 
EXR Extra Space Storage Inc.
-0.81%
-$548.59 
CF CF Industries Holdings, Inc.
-0.8%
-$94.56 
GOOG Alphabet Inc
-0.79%
-$243,907.52 
AMZN Amazon.com Inc
-0.77%
-$510,090.98 
CTAS Cintas Corporation
-0.76%
-$21,892.77 
GWW W.W. Grainger, Inc.
-0.75%
-$5,176.08 
GOOGL Alphabet Inc
-0.73%
-$485,186.56 
MKC McCormick & Company, Incorporated
-0.73%
-$4,314.14 
COO The Cooper Companies, Inc.
-0.73%
-$81.64 
ECL Ecolab Inc.
-0.73%
-$4,249.05 
MNST Monster Beverage Corporation
-0.71%
-$15,200.72 
WSM Williams-Sonoma, Inc.
-0.7%
-$7,937.68 
KHC The Kraft Heinz Company
-0.68%
-$148.57 
KVUE Kenvue Inc.
-0.66%
-$4,264 
PEP PepsiCo, Inc.
-0.65%
-$3,351.92 
LH Labcorp Holdings Inc.
-0.61%
-$69.2 
BDX Becton, Dickinson and Company
-0.61%
-$3,664.12 
CASS Cass Information Systems, Inc.
-0.6%
-$407.04 
EQR Equity Residential
-0.6%
-$333.74 
TGT Target Corporation
-0.59%
-$3,707.61 
DECK Deckers Outdoor Corporation
-0.56%
-$3,603.01 
COR Cencora, Inc.
-0.55%
-$63.84 
SYF Synchrony Financial
-0.55%
-$10,406.8 
AFL Aflac Inc.
-0.54%
-$3,435.07 
V Visa Inc. Class A
-0.54%
-$174,043.22 
AVB AvalonBay Communities, Inc.
-0.53%
-$311.6 
INVH Invitation Homes Inc.
-0.53%
-$207.84 
WYNN Wynn Resorts, Limited
-0.49%
-$46.53 
O Realty Income Corporation
-0.48%
-$3,542.49 
CINF Cincinnati Financial Corporation
-0.44%
-$2,836 
BF-B Brown-Forman Corporation
-0.4%
-$2,239.12 
SPG Simon Property Group, Inc.
-0.38%
-$609.74 
ESS Essex Property Trust, Inc.
-0.36%
-$2,619.26 
SHW The Sherwin-Williams Company
-0.3%
-$1,693.42 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.29%
-$2,341.02 
ZBH Zimmer Biomet Holdings, Inc.
-0.28%
-$57.25 
XPEV Xpeng Inc.
-0.27%
-$37.7 
FFIV F5 Inc.
-0.26%
-$1,611.22 
FBIN Fortune Brands Innovations Inc.
-0.26%
-$34.58 
IFF International Flavors & Fragrances Inc.
-0.26%
-$28.8 
YUM Yum! Brands, Inc.
-0.23%
-$4,474.06 
LOW Lowe's Companies Inc.
-0.23%
-$8,712.11 
XP Xp Inc.
-0.21%
-$228.97 
NVR NVR, Inc.
-0.18%
-$1,194.96 
OLED Universal Display Corporation
-0.15%
-$76.75 
NEE NextEra Energy, Inc.
-0.15%
-$846.82 
COF Capital One Financial Corporation
-0.12%
-$9,371.76 
KO The Coca-Cola Company
-0.12%
-$790 
BMI Badger Meter Inc.
-0.11%
-$80.48 
EA Electronic Arts Inc.
-0.11%
-$2,045.03 
TECH Bio-Techne Corporation
-0.1%
-$28.57 
COLD Americold Realty Trust
-0.1%
-$36.06 
STAG Stag Industrial Inc.
-0.1%
-$63.04 
MAS Masco Corporation
-0.07%
-$329.65 
CBT Cabot Corporation
-0.06%
-$14.45 
LXP LXP Industrial Trust
-0.02%
-$5 Events
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Dividends
Dividend Analysis
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| Trades 3288 | Longs Won 1926/3288 58% | Profit Factor 3.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $274,880.36 | Best Trade (Jul 22) $36.98M | Sharpe Ratio -11.62 |
| Average Loss -$119,753.5 | Worst Trade (Jul 30) -$8.18M | Z-Score 7.04 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $111,409.76 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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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 Yoshifumi Taguchi?
The largest contributions to the portfolio's profits come from the following stocks: Global X Nasdaq 100 Covered Call ETF - $37.08M, Micron Technology, Inc - $26.96M, Tesla, Inc - $18.07M, Advanced Micro Devices, Inc - $17.17M, and Broadcom Inc - $14.99M. 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: Intuit Inc - $13.46M, Intel Corporation - $4.71M, Arm Holdings plc American Depositary Receipt - $3.33M, Booking Holdings Inc - $2.68M, and Novo Nordisk A/S Sponsored ADR - $1.94M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yoshifumi Taguchi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $72.67M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $39.02M, Global X U.S. Preferred ETF - $8.17M, Global X S&P 500 Covered Call ETF - $6.01M, Global X 1-3 Month T-Bill ETF - $4.54M, and Broadcom Inc - $1.2M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yoshifumi Taguchi's monthly returns?
Yoshifumi Taguchi'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 Yoshifumi Taguchi's strategy be considered aggressive or moderate?
Yoshifumi Taguchi'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 Yoshifumi Taguchi's strategy?
Yoshifumi Taguchi'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.
