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:
109.31%
Gain -0.05%
Monthly
2.31%
Yearly
31.52%
Drawdown
34.97%
$2.67B
Equity
Holdings
$2.67B
Investment
$2.3B
$479.62M
Profit -$1.93M
Realized
$103.59M
Unrealized
$376.03M
Dividends
$79.56M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$1.93M
Win %
61%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$10.58M
Win %
61%
This Month
Compared to last month
Gain
-0.55%
Profit
-$14.86M
Win %
61%
This Year
Compared to last year
Gain
-1.11%
Profit
-$29.85M
Win %
62%
AMBA Ambarella, Inc.
+16.07%
+$3,727.83 
AMZN Amazon.com Inc
+15.32%
+$9.59M 
DLB Dolby Laboratories Inc.
+13.58%
+$6,587.11 
DXCM DexCom, Inc.
+11.95%
+$1,220.67 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$689,088.92 
GOOG Alphabet Inc
+6.88%
+$2.01M 
GOOGL Alphabet Inc
+6.73%
+$4.26M 
COHR Coherent Corp.
+5.55%
+$283,542.91 
ANET Arista Networks, Inc.
+5.46%
+$363,748.94 
FTNT Fortinet Inc.
+4.99%
+$292,307.4 
CBOE Cboe Global Markets Inc.
+4.62%
+$46,997.95 
SNPS Synopsys, Inc.
+4.41%
+$87,194.12 
CGNX Cognex Corporation
+4.18%
+$2,968.46 
ZM Zoom Video Communications, Inc.
+4.06%
+$495 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$205,977.64 
ERIE Erie Indemnity Company
+3.58%
+$19,460.23 
FFIV F5 Inc.
+3.56%
+$20,522.71 
BIDU Baidu Inc.
+3.38%
+$646.14 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$110,932.29 
META Meta Platforms Inc Class A
+3.28%
+$2.59M 
ATI ATI Inc.
+3.05%
+$1,013.82 
BMI Badger Meter Inc.
+3.04%
+$1,991.89 
MSFT Microsoft Corp.
+3.02%
+$3.19M 
TEAM Atlassian Corporation Class A
+2.95%
+$147.64 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$113,519.43 
NVDA NVIDIA Corporation
+2.93%
+$3.7M 
TW Tradeweb Markets Inc.
+2.76%
+$91.8 
LYB LyondellBasell Industries N.V.
+2.71%
+$267.32 
NTAP NetApp, Inc.
+2.6%
+$32,801.64 
MTD Mettler-Toledo International Inc.
+2.58%
+$42,399.79 
ABAT American Battery Technology Company
+2.45%
+$206.65 
AVT Avnet Inc.
+2.35%
+$1,650.36 
CVX Chevron Corporation
+2.35%
+$14,341.96 
MRVL Marvell Technology, Inc.
+2.32%
+$227,599.02 
ORLY O'Reilly Automotive Inc.
+2.28%
+$80,151.23 
FAST Fastenal Co.
+2.25%
+$47,729.85 
INDI Indie Semiconductor, Inc.
+2.21%
+$345.45 
DVN Devon Energy Corporation
+2.17%
+$435.84 
CDNS Cadence Design Systems, Inc.
+2.16%
+$73,986.98 
CSCO Cisco Systems, Inc.
+2.14%
+$286,679.25 
PSA Public Storage Common Stock
+2.12%
+$2,560.32 
TPL Texas Pacific Land Corporation
+2.11%
+$48,963.68 
BEN Franklin Resources Inc.
+2.08%
+$14,948.16 
HII Huntington Ingalls Industries Inc.
+2.05%
+$235.8 
KEYS Keysight Technologies, Inc.
+2.04%
+$22,211.59 
GWW W.W. Grainger, Inc.
+1.97%
+$13,471.91 
LHX L3Harris Technologies, Inc.
+1.9%
+$180.6 
PANW Palo Alto Networks, Inc.
+1.89%
+$1.12M 
FIX Comfort Systems USA, Inc.
+1.88%
+$30,544.12 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$26.22 
CRM Salesforce Inc
+1.83%
+$81,005.48 
ZBRA Zebra Technologies Corporation
+1.82%
+$236.25 
ORCL Oracle Corporation
+1.81%
+$31,801.77 
VTR Ventas Inc.
+1.73%
+$1,679.04 
CINF Cincinnati Financial Corporation
+1.69%
+$10,457.71 
ENTG Entegris, Inc.
+1.66%
+$30,964.39 
ZTS Zoetis Inc.
+1.66%
+$15,855.85 
FUTU Futu Holdings Limited - ADR
+1.64%
+$1,473.9 
RMBS Rambus Inc.
+1.62%
+$16,328.44 
ACN Accenture plc Class A
+1.61%
+$50,793.38 
CDW CDW Corporation
+1.55%
+$967.5 
ITT Itt Inc.
+1.54%
+$366.54 
HPQ HP Inc.
+1.53%
+$13,537.38 
CG The Carlyle Group Inc.
+1.46%
+$295.02 
NOC Northrop Grumman Corporation
+1.43%
+$144.97 
WDAY Workday Inc.
+1.41%
+$15,172.92 
SLB Schlumberger Limited
+1.39%
+$141.44 
SITM SiTime Corporation
+1.39%
+$447.13 
KLAC KLA Corporation
+1.38%
+$911,961.18 
AMPX Amprius Technologies Inc.
+1.37%
+$273.26 
CAH Cardinal Health Inc.
+1.3%
+$40,507.49 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$441,773.92 
AKAM Akamai Technologies Inc.
+1.26%
+$4,618.9 
VRSN Verisign Inc.
+1.2%
+$9,325.84 
HONA Honeywell Aerospace Inc.
+1.18%
+$232.32 
AMAT Applied Materials, Inc.
+1.18%
+$286,705.57 
RMD ResMed Inc.
+1.16%
+$10,829.5 
CHD Church & Dwight Co., Inc.
+1.16%
+$7,154.03 
ITW Illinois Tool Works Inc.
+1.15%
+$33,972.25 
MSI Motorola Solutions, Inc.
+1.14%
+$23,230.11 
SARO StandardAero, Inc.
+1.14%
+$139.59 
VEEV Veeva Systems Inc.
+1.1%
+$115.44 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$21,689.77 
NOW ServiceNow, Inc.
+1.05%
+$57,141.6 
NBIS Nebius Group N.V.
+1.05%
+$441.54 
ADBE Adobe Inc.
+1.01%
+$66,143.78 
CNM Core & Main Inc.
+1.01%
+$88.88 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$638 
TEX Terex Corporation
+1%
+$103.54 
URI United Rentals, Inc.
+0.99%
+$127.56 
ADP Automatic Data Processing Inc.
+0.98%
+$76,749.17 
NDSN Nordson Corporation
+0.86%
+$5,321.83 
IBM International Business Machines Corporation
+0.86%
+$4,862.81 
NIO Nio Inc.
+0.83%
+$185 
MCD McDonald's Corporation
+0.82%
+$60,982.08 
DSGX The Descartes Systems Group Inc.
+0.82%
+$15.25 
THC Tenet Healthcare Corporation
+0.81%
+$131.2 
ESS Essex Property Trust, Inc.
+0.81%
+$5,633.93 
EMR Emerson Electric Co.
+0.79%
+$4,808.54 
SHLD Global X Defense Tech ETF
+0.77%
+$330,749.28 
TSLA Tesla, Inc.
+0.76%
+$378,276.47 
VNT Vontier Corporation
+0.75%
+$62.4 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.75%
+$6,389.16 
DLO DLocal Limited
+0.73%
+$132.88 
BB BlackBerry Ltd.
+0.71%
+$313.2 
ENS EnerSys
+0.7%
+$166.4 
CAT Caterpillar Inc.
+0.7%
+$4,178.78 
ROP Roper Technologies Inc.
+0.7%
+$11,394.08 
BMY Bristol-Myers Squibb Company
+0.69%
+$40,561.65 
CARR Carrier Global Corporation
+0.68%
+$72.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$6,270.52 
DOW Dow Inc.
+0.67%
+$119.8 
PTC PTC Inc.
+0.66%
+$2,698.2 
PLTR Palantir Technologies Inc.
+0.65%
+$300,994.45 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$1.93M 
SYY Sysco Corporation
+0.63%
+$4,182.23 
TER Teradyne, Inc.
+0.6%
+$42,222.59 
RJF Raymond James Financial Inc.
+0.58%
+$67.67 
MO Altria Group, Inc.
+0.57%
+$53,830.53 
APH Amphenol Corporation
+0.55%
+$352.88 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,603.34 
AOS A. O. Smith Corporation
+0.54%
+$4,276.8 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$7,818.85 
GM General Motors Company
+0.52%
+$177.1 
MBLY Mobileye Global Inc.
+0.51%
+$76.28 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$237,468.2 
PAYX Paychex Inc.
+0.44%
+$11,655.03 
TIGR UP Fintech Holding Ltd
+0.41%
+$64.48 
WST West Pharmaceutical Services, Inc.
+0.4%
+$2,997.54 
AVGO Broadcom Inc.
+0.37%
+$397,393.92 
PG Procter & Gamble Co
+0.37%
+$2,197.91 
OTIS Otis Worldwide Corporation
+0.36%
+$30.42 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$56,104.6 
SF Stifel Financial Corp.
+0.34%
+$80.64 
AZO AutoZone Inc.
+0.32%
+$6,466.19 
GD General Dynamics Corporation
+0.32%
+$2,211.86 
MRK Merck & Co., Inc.
+0.32%
+$30,209.54 
RHP Ryman Hospitality Properties, Inc.
+0.3%
+$46 
CASS Cass Information Systems, Inc.
+0.29%
+$203.52 
DOV Dover Corporation
+0.27%
+$1,500.25 
JPM JPMorgan Chase & Co.
+0.27%
+$297.04 
AMP Ameriprise Financial, Inc.
+0.25%
+$30.36 
ALLE Allegion plc
+0.22%
+$27.88 
CME CME Group Inc.
+0.21%
+$11,456.06 
JNJ Johnson & Johnson
+0.21%
+$44,518.94 
ADI Analog Devices, Inc.
+0.2%
+$28,465.2 
GFS GlobalFoundries Inc.
+0.2%
+$5,717.8 
INTU Intuit Inc.
+0.18%
+$6,613.79 
USB U.S. Bancorp
+0.17%
+$20.79 
INVH Invitation Homes Inc.
+0.17%
+$64.95 
HST Host Hotels & Resorts Inc.
+0.16%
+$50.88 
XPEV Xpeng Inc.
+0.15%
+$21.54 
CB Chubb Limited
+0.15%
+$949.76 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$184.99 
EA Electronic Arts Inc.
+0.13%
+$2,454.03 
ALGM Allegro MicroSystems, Inc.
+0.12%
+$33.7 
BDX Becton, Dickinson and Company
+0.1%
+$662.66 
ISRG Intuitive Surgical, Inc.
+0.1%
+$24,288.17 
C Citigroup Inc.
+0.1%
+$94.24 
NUE Nucor Corporation
+0.1%
+$709 
AFL Aflac Inc.
+0.09%
+$610.68 
WMT Walmart Inc.
+0.09%
+$455.31 
ABT Abbott Laboratories
+0.09%
+$572.85 
TECH Bio-Techne Corporation
+0.08%
+$22.86 
ATR AptarGroup, Inc.
+0.07%
+$6.93 
FDS FactSet Research Systems Inc.
+0.07%
+$671.71 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,003.11 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$108,300 
LFUS Littelfuse Inc.
+0.03%
+$24.05 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$2.66 
CNHI CNH Industrial N.V.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$2,765.38 
GDDY Godaddy Inc.
-16.7%
-$82,883.64 
CTVA Corteva Inc.
-11.9%
-$2,859.47 
LEA Lear Corporation
-10.72%
-$2,667.3 
COIN Coinbase Global, Inc.
-10.59%
-$19,190.57 
LCID Lucid Group, Inc.
-9.11%
-$1,378.62 
AAPL Apple Inc.
-7.35%
-$8.27M 
NXPI NXP Semiconductors N.V.
-6.53%
-$423,392 
TROW T. Rowe Price Group, Inc.
-6.31%
-$45,669.45 
LIN Linde plc
-5.95%
-$36,100.19 
MU Micron Technology, Inc.
-5.9%
-$2.8M 
WMG Warner Music Group Corp.
-5.81%
-$1,145.6 
GEMI Gemini Space Station, Inc.
-5.11%
-$129.99 
LAD Lithia Motors Inc.
-4.84%
-$705.96 
THRM Gentherm Inc.
-4.11%
-$915.24 
DCH Dauch Corporation
-3.58%
-$549.78 
BLSH Bullish Inc.
-3.54%
-$477.6 
FIGR Figure Technology Solutions Inc Cl A
-3.49%
-$1,784.7 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$79,909.12 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$466.89 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$33,476.8 
GPN Global Payments Inc.
-3.18%
-$449.88 
ES Eversource Energy
-3.05%
-$19,872 
CI The Cigna Group
-2.99%
-$637.14 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$421.29 
DECK Deckers Outdoor Corporation
-2.82%
-$17,306.79 
AYI Acuity Brands Inc.
-2.8%
-$690.58 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$568.32 
VRSK Verisk Analytics Inc.
-2.75%
-$43,153 
RKT Rocket Companies, Inc. Class A
-2.71%
-$305.64 
EQIX Equinix, Inc.
-2.7%
-$4,633 
FIS Fidelity National Information Services, Inc.
-2.67%
-$24,021.9 
QCOM QUALCOMM Incorporated
-2.63%
-$341,105.95 
COLD Americold Realty Trust
-2.56%
-$889.48 
ON ON Semiconductor Corporation
-2.54%
-$88,130.88 
CRCL Circle Internet Group, Inc.
-2.54%
-$1,797.89 
ABBV AbbVie Inc.
-2.51%
-$772,129.8 
ALGN Align Technology, Inc.
-2.45%
-$497.25 
ICE Intercontinental Exchange, Inc.
-2.42%
-$96,823.13 
DLR Digital Realty Trust, Inc.
-2.42%
-$3,563.21 
SJM The J.M. Smucker Company
-2.41%
-$18,183.8 
BIIB Biogen Inc.
-2.4%
-$542.82 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$1,608.03 
YUM Yum! Brands, Inc.
-2.37%
-$48,951.48 
NVR NVR, Inc.
-2.25%
-$14,729.56 
BXP Boston Properties, Inc.
-2.16%
-$533.2 
CPAY Corpay, Inc.
-2.05%
-$23,813.76 
TRU TransUnion
-2.04%
-$473.96 
KHC The Kraft Heinz Company
-2.01%
-$449.97 
LH Labcorp Holdings Inc.
-2.01%
-$253.2 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$371.27 
WSM Williams-Sonoma, Inc.
-2%
-$23,635.57 
NFLX Netflix, Inc.
-2%
-$274,754.48 
EFX Equifax Inc.
-1.99%
-$179.01 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$391.04 
AMD Advanced Micro Devices, Inc.
-1.9%
-$618,878.06 
LW Lamb Weston Holdings, Inc.
-1.87%
-$465 
IRM Iron Mountain Inc.
-1.86%
-$1,273.68 
RGEN Repligen Corporation
-1.8%
-$217.56 
SYF Synchrony Financial
-1.79%
-$35,903.46 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,832.4 
ETSY Etsy Inc.
-1.77%
-$258.72 
ADM Archer-Daniels-Midland Co
-1.66%
-$11,324.34 
URA Global X Uranium ETF
-1.64%
-$180,152.7 
SQ Block, Inc.
-1.64%
-$4,426.65 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$1,198.65 
LRCX Lam Research Corporation
-1.58%
-$549,285.59 
NET Cloudflare Inc.
-1.56%
-$224.91 
CPRT Copart Inc.
-1.52%
-$13,154.85 
POR Portland General Electric Company
-1.52%
-$161.12 
FICO Fair Isaac Corporation
-1.45%
-$24,258.58 
PLUG Plug Power Inc.
-1.44%
-$271.38 
HRL Hormel Foods Corporation
-1.42%
-$10,157.04 
WYNN Wynn Resorts, Limited
-1.38%
-$137.61 
DPZ Domino's Pizza Inc.
-1.37%
-$8,128.9 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$180,551.76 
PPG PPG Industries Inc.
-1.35%
-$8,033.19 
DD DuPont de Nemours, Inc.
-1.32%
-$272.32 
TTD The Trade Desk, Inc. Class A
-1.31%
-$5,429.74 
MNST Monster Beverage Corporation
-1.3%
-$28,389.58 
ETOR eToro Group Ltd.
-1.3%
-$366.13 
BULL Webull Corporation
-1.26%
-$468.63 
IT Gartner Inc.
-1.24%
-$5,101.49 
CLX The Clorox Company
-1.24%
-$7,214.4 
HSY The Hershey Company
-1.23%
-$130.8 
MDLZ Mondelez International, Inc.
-1.22%
-$265.65 
F Ford Motor Company
-1.21%
-$367.56 
GNTX Gentex Corporation
-1.18%
-$248.64 
IQV IQVIA Holdings Inc.
-1.17%
-$315.78 
SHW The Sherwin-Williams Company
-1.16%
-$7,038.34 
AVB AvalonBay Communities, Inc.
-1.16%
-$659.68 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$227.36 
NEE NextEra Energy, Inc.
-1.15%
-$6,579.14 
OMC Omnicom Group Inc.
-1.14%
-$237.51 
LINE Lineage, Inc.
-1.12%
-$924.96 
NU Nu Holdings Ltd.
-1.1%
-$2,585.12 
PNR Pentair plc
-1.1%
-$4,787.34 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$235.87 
TXN Texas Instruments Inc
-1.08%
-$108,995.54 
LOW Lowe's Companies Inc.
-1.08%
-$42,076.76 
PLD Prologis Inc.
-1.08%
-$4,912.22 
MCK McKesson Corporation
-1.08%
-$53,012.22 
AN AutoNation Inc.
-1.05%
-$126 
CTAS Cintas Corporation
-1.04%
-$30,907.3 
SMOT VanEck Morningstar SMID Moat ETF
-1.03%
-$301.35 
INTC Intel Corporation
-1.02%
-$201,182.25 
NDAQ Nasdaq, Inc.
-1.02%
-$17,270.85 
KO The Coca-Cola Company
-1.02%
-$7,110 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$201.21 
SWK Stanley Black & Decker Inc.
-1.01%
-$7,506.83 
RPRX Royalty Pharma plc
-1%
-$245.44 
EQR Equity Residential
-1%
-$545.38 
ROL Rollins, Inc.
-0.99%
-$4,150.74 
XOM Exxon Mobil Corporation
-0.97%
-$6,086.34 
SOFI SoFi Technologies, Inc.
-0.97%
-$1,274.08 
MCHP Microchip Technology Incorporated
-0.96%
-$51,362.06 
BC Brunswick Corporation
-0.94%
-$105 
TRNO Terreno Realty Corporation
-0.94%
-$593.64 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$196 
MAS Masco Corporation
-0.87%
-$4,153.59 
O Realty Income Corporation
-0.87%
-$6,297.76 
INGR Ingredion Inc.
-0.87%
-$78.3 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$35.2 
ATO Atmos Energy Corporation
-0.85%
-$4,774.45 
GILD Gilead Sciences Inc.
-0.81%
-$65,201.98 
XP Xp Inc.
-0.81%
-$915.89 
NVMI Nova Ltd.
-0.81%
-$10,598.42 
MCO Moody's Corporation
-0.81%
-$25,852.51 
COPX Global X Copper Miners ETF
-0.81%
-$17,406.08 
KMB Kimberly-Clark Corporation
-0.8%
-$5,375.92 
WAT Waters Corporation
-0.79%
-$8,240.41 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$78.3 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$82,485.5 
SPGI S&P Global Inc.
-0.74%
-$43,581.86 
ED Consolidated Edison, Inc.
-0.74%
-$4,418.55 
MA Mastercard Incorporated
-0.74%
-$232,334.97 
CEVA Ceva Inc.
-0.73%
-$208.32 
BLK BlackRock, Inc.
-0.73%
-$470.82 
STAG Stag Industrial Inc.
-0.73%
-$441.28 
MAR Marriott International Inc. - Class A
-0.71%
-$25,474.64 
BRO Brown & Brown Inc.
-0.66%
-$4,022.73 
AMGN Amgen Inc.
-0.64%
-$67,171.07 
BE Bloom Energy Corporation
-0.63%
-$233.18 
GS The Goldman Sachs Group, Inc.
-0.63%
-$660.96 
AMT American Tower Corporation
-0.63%
-$965.81 
BALL Ball Corp.
-0.63%
-$81.59 
HAS Hasbro Inc.
-0.62%
-$73.75 
PM Philip Morris International Inc.
-0.61%
-$112,821.2 
ECL Ecolab Inc.
-0.61%
-$3,726.09 
MSCI MSCI Inc.
-0.61%
-$21,451.5 
AMCR Amcor plc
-0.6%
-$4,016.52 
VLTO Veralto Corporation
-0.57%
-$66.42 
WAB Wabtec Corporation
-0.55%
-$184 
COF Capital One Financial Corporation
-0.54%
-$41,529.96 
LLY Eli Lilly and Company
-0.53%
-$12,100.62 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$308.32 
SBAC SBA Communications Corporation
-0.51%
-$277.84 
WELL Welltower Inc.
-0.51%
-$1,022.21 
DIV Global X SuperDividend U.S. ETF
-0.51%
-$78,584 
VC Visteon Corporation
-0.49%
-$107.64 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$16,608.14 
SPG Simon Property Group, Inc.
-0.46%
-$758.63 
CF CF Industries Holdings, Inc.
-0.46%
-$55.68 
WSO Watsco Inc.
-0.46%
-$40.04 
PEP PepsiCo, Inc.
-0.46%
-$2,437.76 
COO The Cooper Companies, Inc.
-0.45%
-$51.81 
G Genpact Ltd.
-0.45%
-$262.88 
TEL TE Connectivity plc
-0.43%
-$220.72 
MELI MercadoLibre, Inc.
-0.41%
-$103,840.06 
AXP American Express Company
-0.38%
-$28,447.78 
LII Lennox International Inc.
-0.38%
-$1,438.13 
MDT Medtronic plc
-0.37%
-$2,303.04 
GPC Genuine Parts Company
-0.37%
-$2,360.72 
ABNB Airbnb, Inc.
-0.37%
-$85.68 
KVUE Kenvue Inc.
-0.36%
-$2,387.84 
OSK Oshkosh Corporation
-0.36%
-$40.8 
DG Dollar General Corporation
-0.35%
-$44.1 
BF-B Brown-Forman Corporation
-0.35%
-$2,132.5 
LXP LXP Industrial Trust
-0.33%
-$100 
CL Colgate-Palmolive Company
-0.33%
-$12,846.9 
IFF International Flavors & Fragrances Inc.
-0.33%
-$37.44 
SWKS Skyworks Solutions Inc.
-0.32%
-$4,377.8 
COR Cencora, Inc.
-0.28%
-$33.82 
MKTX MarketAxess Holdings Inc.
-0.28%
-$25.3 
CCI Crown Castle Inc.
-0.27%
-$48.3 
EGP EastGroup Properties Inc.
-0.27%
-$256.5 
POWI Power Integrations Inc.
-0.26%
-$144.48 
OLED Universal Display Corporation
-0.25%
-$122.8 
A Agilent Technologies Inc.
-0.24%
-$30.26 
FISV Fiserv, Inc.
-0.24%
-$522.47 
CBT Cabot Corporation
-0.24%
-$60.69 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$237.3 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$47.2 
FR First Industrial Realty Trust Inc.
-0.21%
-$156.52 
HY Hyster-Yale Materials Handling, Inc.
-0.21%
-$42 
GXIG Global X Investment Grade Corporate Bond ETF
-0.2%
-$3,610.25 
CE Celanese Corporation
-0.2%
-$37.62 
PODD Insulet Corporation
-0.2%
-$14.19 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,560.65 
QS QuantumScape Corp
-0.19%
-$19.7 
QRVO Qorvo Inc.
-0.19%
-$1,558.05 
EMN Eastman Chemical Company
-0.17%
-$17.52 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$102.24 
ELV Elevance Health, Inc.
-0.15%
-$14 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$745.26 
MKC McCormick & Company, Incorporated
-0.12%
-$681.18 
EXR Extra Space Storage Inc.
-0.12%
-$78.38 
STZ Constellation Brands, Inc.
-0.12%
-$21.3 
ALB Albemarle Corporation
-0.1%
-$388.68 
HOOD Robinhood Markets, Inc.
-0.05%
-$115.76 
V Visa Inc. Class A
-0.04%
-$12,558.92 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$147.27 
TGT Target Corporation
-0.01%
-$89.25 Events
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Dividends
Dividend Analysis
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| Trades 3288 | Longs Won 1935/3288 58% | Profit Factor 4.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $315,919 | Best Trade (Sep 08) $41.87M | Sharpe Ratio -11.62 |
| Average Loss -$97,274.63 | Worst Trade (Sep 01) -$8.21M | Z-Score 7.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $145,870 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 89 | $11,374.41 | $12,314.93 | - | $940.52 | 8.27% | -0.245% |
| AAPL Apple Inc. | 337,479 | $77.08M | $104.25M | - | $27.17M | 35.25% | -7.354% |
| ABAT American Battery Technology Company | 4,133 | $12,201.63 | $8,637.97 | - | -$3,563.66 | -29.21% | +2.451% |
| ABBV AbbVie Inc. | 119,340 | $27.38M | $29.95M | - | $2.56M | 9.36% | -2.513% |
| ABNB Airbnb, Inc. | 153 | $20,000.69 | $23,182.56 | - | $3,181.87 | 15.91% | -0.368% |
| ABT Abbott Laboratories | 6,365 | $688,012.95 | $672,780.5 | - | -$15,232.45 | -2.21% | +0.085% |
| ACN Accenture plc Class A | 19,313 | $4.71M | $3.2M | - | -$1.5M | -31.9% | +1.611% |
| ADBE Adobe Inc. | 26,352 | $10.36M | $6.6M | - | -$3.76M | -36.3% | +1.013% |
| ADI Analog Devices, Inc. | 38,467 | $11.51M | $14.13M | - | $2.63M | 22.83% | +0.202% |
| ADM Archer-Daniels-Midland Co | 8,451 | $456,482.1 | $669,910.77 | - | $213,428.67 | 46.76% | -1.662% |
| ADP Automatic Data Processing Inc. | 29,633 | $7.61M | $7.9M | - | $289,805.67 | 3.81% | +0.982% |
| AFL Aflac Inc. | 5,089 | $479,748.42 | $648,745.72 | - | $168,997.3 | 35.23% | +0.094% |
| AIQ Global X Artificial Intelligence & Technology ETF | 280,523 | $14.68M | $16.52M | - | $1.84M | 12.55% | +0.341% |
| AKAM Akamai Technologies Inc. | 3,230 | $288,634.49 | $372,031.4 | - | $83,396.91 | 28.89% | +1.257% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 17,849 | $5.59M | $5.56M | - | -$30,695.99 | -0.55% | +3.851% |
| ALB Albemarle Corporation | 3,239 | $202,988.19 | $381,035.96 | - | $178,047.77 | 87.71% | -0.102% |
| ALGM Allegro MicroSystems, Inc. | 674 | $26,780.32 | $27,971 | - | $1,190.68 | 4.45% | +0.121% |
| ALGN Align Technology, Inc. | 117 | $19,885.8 | $19,791.72 | - | -$94.08 | -0.47% | -2.451% |
| ALLE Allegion plc | 82 | $11,238.25 | $12,906.8 | - | $1,668.55 | 14.85% | +0.216% |
| ALSN Allison Transmission Holdings Inc. | 87 | $7,886.74 | $9,964.98 | - | $2,078.24 | 26.35% | -0.78% |
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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 - $39.29M, Micron Technology, Inc - $26.94M, 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 $79.56M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $41.24M, Global X U.S. Preferred ETF - $8.95M, Global X 1-3 Month T-Bill ETF - $6.81M, Global X S&P 500 Covered Call ETF - $6.39M, and Global X SuperDividend U.S. ETF - $1.25M. 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.
