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:
60.05%
Gain -1.02%
Monthly
1.55%
Yearly
20.34%
Drawdown
15.58%
$166.98M
Equity
Holdings
$166.98M
Investment
$131.38M
$45.67M
Profit -$1.36M
Realized
$10.05M
Unrealized
$35.61M
Dividends
$5.11M
Goals
Avg. 35.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$1.36M
Win %
80%
This Week
Compared To Last Week
Gain
-1.92%
Profit
-$3.28M
Win %
80%
This Month
Compared to last month
Gain
-5.69%
Profit
-$10.07M
Win %
80%
This Year
Compared to last year
Gain
-5.75%
Profit
-$10.17M
Win %
82%
MCK McKesson Corporation
+5.65%
+$25,222.57 
SYK Stryker Corporation
+4.66%
+$17,033.04 
BC Brunswick Corporation
+3.76%
+$16,335 
PSX Phillips 66
+2.63%
+$20,944.44 
PPL PPL Corporation
+1.88%
+$6,166.68 
AAPL Apple Inc.
+1.76%
+$7,908.48 
LIN Linde plc
+1.28%
+$15,242.62 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$3,823.56 
AEP American Electric Power Company, Inc.
+0.47%
+$4,427.01 
VB Vanguard Small-Cap ETF
+0.31%
+$2,782.05 
VO Vanguard Mid-Cap ETF
+0.2%
+$10,905.76 
DLS WisdomTree International SmallCap Dividend Fund
+0.06%
+$1,269.25 
CHI Calamos Convertible Opportunities and Income Fund
0%
$0 
COP ConocoPhillips
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.01 
IBM International Business Machines Corporation
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
-$0.01 
SCHF Schwab International Equity ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
UBSI United Bankshares, Inc.
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.03 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 352 | Longs Won 264/352 75% | Profit Factor 12.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $536,735.39 |
| Average Win $187,634.38 | Best Trade (Jul 17) $4.24M | Sharpe Ratio -8.57 |
| Average Loss -$43,968.25 | Worst Trade (Jul 17) -$2.31M | Z-Score 0.64 (47.86%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $129,733.72 |
| 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 | 3,802 | 3,422 | 3,042 | 2,662 | 2,281 | 1,901 | 1,521 | 1,141 | 760 | 380 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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