Michael D. Kim Portfolio
Invests via Marathon Strategic Advisors, LLC | Managed by Nicholas E. Terezis
Invests via Marathon Strategic Advisors, LLC
Managed by Nicholas E. Terezis
Automatically Tracked
Michael D. Kim Profile
Seasoned investor and operator focused on growth-stage technology and healthcare companies, Michael D. Kim combines corporate finance and operational experience to evaluate scalable business models and go-to-market execution. Known for board-level oversight, capital allocation, and M&A execution, he bridges strategic sourcing and value creation for institutional investors and portfolio companies.
Seasoned investor and operator focused on growth-stage technology and healthcare companies, Michael D. Kim combines corporate finance and operational experience to evaluate scalable business models and go-to-market execution. Known for board-level oversight, capital allocation, and M&A execution, he bridges strategic sourcing and value creation for institutional investors and portfolio companies.
Investment Philosophy & Strategy
Combines hands-on operating insight with disciplined growth-stage investing, prioritizing technology and healthcare businesses with clear unit economics and scalable go-to-market models. Focuses on board-level governance and active capital allocation to accelerate profitable expansion, using scenario-driven underwriting and milestone-based capital tranches to manage execution risk. Prefers differentiated product-market fit, repeatable revenue, and M&A optionality; targets multi-year hold horizons where operational interventions and strategic partnerships materially enhance exit value.
Combines hands-on operating insight with disciplined growth-stage investing, prioritizing technology and healthcare businesses with clear unit economics and scalable go-to-market models. Focuses on board-level governance and active capital allocation to accelerate profitable expansion, using scenario-driven underwriting and milestone-based capital tranches to manage execution risk. Prefers differentiated product-market fit, repeatable revenue, and M&A optionality; targets multi-year hold horizons where operational interventions and strategic partnerships materially enhance exit value.
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:
63.08%
Gain -0.92%
Monthly
1.54%
Yearly
20.12%
Drawdown
15.57%
$166.3M
Equity
Holdings
$166.3M
Investment
$131.37M
$46.74M
Profit -$1.11M
Realized
$11.81M
Unrealized
$34.93M
Dividends
$5.21M
Goals
Avg. 34.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$1.11M
Win %
82%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$89,059.55
Win %
82%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.11M
Win %
82%
This Year
Compared to last year
Gain
-6.13%
Profit
-$10.86M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$67,289.18 
TT Trane Technologies plc
+3.33%
+$9,330.13 
MSFT Microsoft Corp.
+3.02%
+$33,382.6 
ROK Rockwell Automation, Inc.
+1.93%
+$11,110.72 
COP ConocoPhillips
+1.22%
+$14,927.76 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$44,073.15 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$5,530.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$49,450.24 
IBM International Business Machines Corporation
+0.86%
+$1,973.01 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,926.48 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$98,366.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$73,815.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$90,484.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,939.24 
PSX Phillips 66
+0.51%
+$4,383.64 
UBSI United Bankshares, Inc.
+0.19%
+$500.85 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.18%
+$8,766.2 
AEP American Electric Power Company, Inc.
+0.06%
+$491.89 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$33,665.96 
SYK Stryker Corporation
-6.42%
-$25,780.36 
LIN Linde plc
-5.95%
-$69,991.4 
MU Micron Technology, Inc.
-5.9%
-$21,736.21 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$25,626.66 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$71,999.05 
MCK McKesson Corporation
-1.08%
-$5,228.53 
INTC Intel Corporation
-1.02%
-$217,303.8 
PPL PPL Corporation
-0.98%
-$3,221.4 
XOM Exxon Mobil Corporation
-0.97%
-$20,980.89 
BC Brunswick Corporation
-0.94%
-$4,125 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$87,417.48 
DUK Duke Energy Corporation
-0.67%
-$3,919.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$46,332.21 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,360.8 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,393.92 
SCHF Schwab International Equity ETF
-0.58%
-$1,729.92 
VNQ Vanguard Real Estate ETF
-0.54%
-$48,330 
IWM iShares Russell 2000 ETF
-0.47%
-$1,330.22 
PEP PepsiCo, Inc.
-0.46%
-$1,520 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$6,696.7 
VB Vanguard Small-Cap ETF
-0.22%
-$1,995.78 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$3,553.9 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$849.68 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$779.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$17,184.96 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,726.44 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$160.78 Events
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Dividends
Dividend Analysis
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| Trades 352 | Longs Won 285/352 80% | Profit Factor 11.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $532,035.24 |
| Average Win $179,268.01 | Best Trade (Aug 06) $4.5M | Sharpe Ratio -10.6 |
| Average Loss -$64,901.46 | Worst Trade (Sep 01) -$2.85M | Z-Score 7.29 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $132,792.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,564 | 2,308 | 2,051 | 1,795 | 1,538 | 1,282 | 1,026 | 769 | 513 | 256 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,373 | $270,207.27 | $424,133.43 | - | $153,926.16 | 56.97% | -7.354% |
| AEP American Electric Power Company, Inc. | 7,027 | $729,142.2 | $898,401.95 | - | $169,259.75 | 23.21% | +0.055% |
| AMZN Amazon.com Inc | 1,865 | $409,162.61 | $506,496.68 | - | $97,334.07 | 23.79% | +15.321% |
| BC Brunswick Corporation | 5,500 | $347,820 | $434,500 | - | $86,680 | 24.92% | -0.94% |
| CHI Calamos Convertible Opportunities and Income Fund | 293,821 | $3.34M | $3.68M | - | $342,234.74 | 10.25% | +1.212% |
| COP ConocoPhillips | 10,295 | $973,805 | $1.24M | - | $266,536.6 | 27.37% | +1.218% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 66,967 | $2.29M | $2.72M | - | $427,070.22 | 18.62% | -0.246% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 34,561 | $1.73M | $2.1M | - | $379,440.13 | 21.99% | 0.0 |
| DLS WisdomTree International SmallCap Dividend Fund | 25,385 | $1.63M | $2.19M | - | $557,469.55 | 34.2% | -0.162% |
| DON WisdomTree U.S. MidCap Dividend Fund | 15,590 | $795,034.92 | $896,736.8 | - | $101,701.88 | 12.79% | -0.087% |
| DUK Duke Energy Corporation | 4,666 | $577,443 | $585,256.38 | - | $7,813.38 | 1.35% | -0.665% |
| EEM iShares MSCI Emerging Markets ETF | 3,853 | $205,761 | $246,938.75 | - | $41,177.75 | 20.01% | +0.786% |
| EFA iShares MSCI EAFE ETF | 2,112 | $172,626.36 | $222,984.96 | - | $50,358.6 | 29.17% | -0.621% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 5,883 | $327,389.91 | $541,941.96 | - | $214,552.05 | 65.53% | +1.031% |
| FRA BlackRock Floating Rate Income Strategies Fund Inc. | 438,310 | $5.7M | $4.74M | - | -$958,672.24 | -16.82% | +0.185% |
| GDXJ VanEck Junior Gold Miners ETF | 7,021 | $300,147.75 | $669,733.19 | - | $369,585.44 | 123.13% | -3.685% |
| GS The Goldman Sachs Group, Inc. | 210 | $212,388 | $213,859.8 | - | $1,471.8 | 0.69% | -0.632% |
| IBM International Business Machines Corporation | 1,033 | $291,472 | $231,030.44 | - | -$60,441.56 | -20.74% | +0.861% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 8,039 | $414,331.02 | $419,314.24 | - | $4,983.22 | 1.2% | -0.038% |
| IJH iShares Core S&P Mid-Cap ETF | 10,621 | $621,541.29 | $799,442.67 | - | $177,901.38 | 28.62% | -0.106% |
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FAQ
Which stocks have generated the highest profits for Michael D. Kim?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Junior Gold Miners ETF - $3.06M, 78464a854 - $1.83M, iShares Core S&P 500 ETF - $1.52M, 78463x509 - $1.18M, and Calamos Convertible Opportunities and Income Fund - $792,866.76. 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: Shell plc - $34,979.58, GraniteShares Gold Trust - $30,446.11, Intel Corporation - $11,086.26, Arch Capital Group Ltd - $10,866.25, and g25457105 - $8,550. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael D. Kim's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.21M earned over time. The largest contributors to dividend income include Calamos Convertible Opportunities and Income Fund - $613,262.85, SPDR Portfolio Developed World ex-US ETF - $542,839.16, Vanguard Global ex-US Real Estate Index Fund - $482,060.86, SPDR Portfolio Emerging Markets ETF - $442,945.15, and Vanguard Real Estate ETF - $400,692.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael D. Kim's monthly returns?
Michael D. Kim'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 D. Kim's strategy be considered aggressive or moderate?
Michael D. Kim'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 D. Kim's strategy?
Michael D. Kim'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.
