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:
59.58%
Gain -0.52%
Monthly
1.4%
Yearly
18.24%
Drawdown
15.56%
$164.19M
Equity
Holdings
$164.19M
Investment
$131.37M
$44.64M
Profit -$721,042.73
Realized
$11.81M
Unrealized
$32.83M
Dividends
$5.74M
Goals
Avg. 31.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$721,042.73
Win %
76%
This Week
Compared To Last Week
Gain
-2.25%
Profit
-$3.78M
Win %
76%
This Month
Compared to last month
Gain
-3.26%
Profit
-$5.53M
Win %
76%
This Year
Compared to last year
Gain
-7.32%
Profit
-$12.96M
Win %
78%
BC Brunswick Corporation
+5.07%
+$17,270 
SYK Stryker Corporation
+2.88%
+$9,364.71 
GDXJ VanEck Junior Gold Miners ETF
+2.82%
+$20,711.95 
IBM International Business Machines Corporation
+2.03%
+$4,772.46 
MCK McKesson Corporation
+1.93%
+$10,569.23 
UBSI United Bankshares, Inc.
+1.27%
+$3,227.7 
DON WisdomTree U.S. MidCap Dividend Fund
+1.04%
+$8,886.3 
MSFT Microsoft Corp.
+1.03%
+$13,468.25 
VNQ Vanguard Real Estate ETF
+0.9%
+$72,495 
PEP PepsiCo, Inc.
+0.86%
+$2,636.25 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.81%
+$20,759.77 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.8%
+$45,508.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.7%
+$20,774.02 
VB Vanguard Small-Cap ETF
+0.69%
+$5,957.25 
IWM iShares Russell 2000 ETF
+0.66%
+$1,722.6 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.46%
+$99,674.74 
EFA iShares MSCI EAFE ETF
+0.45%
+$971.52 
LIN Linde plc
+0.45%
+$5,077.01 
IJH iShares Core S&P Mid-Cap ETF
+0.38%
+$2,920.78 
VO Vanguard Mid-Cap ETF
+0.36%
+$19,425.88 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.18%
+$763.71 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$1,819.65 
COP ConocoPhillips
+0.13%
+$1,853.1 
GS The Goldman Sachs Group, Inc.
+0.12%
+$220.51 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.12%
+$297.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.11%
+$1,018.4 
AAPL Apple Inc.
+0.09%
+$418.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$492.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.01%
+$766.82 
IVV iShares Core S&P 500 ETF
0%
+$143.88 
TT Trane Technologies plc
-4.02%
-$12,052.21 
INTC Intel Corporation
-3.86%
-$885,571.4 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.58%
-$8,824.5 
PSX Phillips 66
-1.39%
-$16,763.71 
AEP American Electric Power Company, Inc.
-1.34%
-$11,840.5 
EEM iShares MSCI Emerging Markets ETF
-1.14%
-$2,831.95 
ROK Rockwell Automation, Inc.
-0.99%
-$5,145.01 
XOM Exxon Mobil Corporation
-0.98%
-$23,723.41 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.72%
-$31,996.63 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.6%
-$13,219.58 
PPL PPL Corporation
-0.52%
-$1,656.72 
SPEM SPDR Portfolio Emerging Markets ETF
-0.46%
-$59,272.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$20,309.92 
DLS WisdomTree International SmallCap Dividend Fund
-0.32%
-$6,980.87 
AMZN Amazon.com Inc
-0.29%
-$1,380.1 
CHI Calamos Convertible Opportunities and Income Fund
-0.27%
-$8,814.63 
MU Micron Technology, Inc.
-0.18%
-$707.28 
DUK Duke Energy Corporation
-0.03%
-$186.64 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.02%
-$2,428.27 
SCHF Schwab International Equity ETF
-0.02%
-$54.06 Events
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Dividends
Dividend Analysis
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| Trades 352 | Longs Won 276/352 78% | Profit Factor 10.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $530,935.45 |
| Average Win $178,844.52 | Best Trade (Oct 14) $4.45M | Sharpe Ratio -11.29 |
| Average Loss -$62,151.52 | Worst Trade (Oct 15) -$2.45M | Z-Score 3.84 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w | Expectancy $126,811.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,639 | 2,375 | 2,111 | 1,847 | 1,583 | 1,319 | 1,055 | 792 | 528 | 264 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,373 | $270,207.27 | $471,302.84 | - | $201,095.57 | 74.42% | +0.089% |
| AEP American Electric Power Company, Inc. | 7,027 | $729,142.2 | $874,475.01 | - | $145,332.81 | 19.93% | -1.336% |
| AMZN Amazon.com Inc | 1,865 | $409,162.61 | $472,479.1 | - | $63,316.49 | 15.47% | -0.291% |
| BC Brunswick Corporation | 5,500 | $347,820 | $357,775 | - | $9,955 | 2.86% | +5.072% |
| CHI Calamos Convertible Opportunities and Income Fund | 293,821 | $3.34M | $3.32M | - | -$19,165.09 | -0.57% | -0.265% |
| COP ConocoPhillips | 10,295 | $973,805 | $1.47M | - | $493,438.4 | 50.67% | +0.126% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 66,967 | $2.29M | $2.57M | - | $275,055.13 | 11.99% | +0.815% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 34,561 | $1.73M | $2.17M | - | $446,834.08 | 25.9% | -0.605% |
| DLS WisdomTree International SmallCap Dividend Fund | 25,385 | $1.63M | $2.17M | - | $536,273.07 | 32.9% | -0.321% |
| DON WisdomTree U.S. MidCap Dividend Fund | 15,590 | $795,034.92 | $863,062.4 | - | $68,027.48 | 8.56% | +1.04% |
| DUK Duke Energy Corporation | 4,666 | $577,443 | $558,053.6 | - | -$19,389.4 | -3.36% | -0.033% |
| EEM iShares MSCI Emerging Markets ETF | 3,853 | $205,761 | $245,262.71 | - | $39,501.71 | 19.2% | -1.141% |
| EFA iShares MSCI EAFE ETF | 2,112 | $172,626.36 | $217,979.52 | - | $45,353.16 | 26.27% | +0.448% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 5,883 | $327,389.91 | $550,707.63 | - | $223,317.72 | 68.21% | -1.577% |
| FRA BlackRock Floating Rate Income Strategies Fund Inc. | 438,310 | $5.7M | $4.42M | - | -$1.28M | -22.45% | -0.719% |
| GDXJ VanEck Junior Gold Miners ETF | 7,021 | $300,147.75 | $756,161.7 | - | $456,013.95 | 151.93% | +2.816% |
| GS The Goldman Sachs Group, Inc. | 210 | $212,388 | $184,751.7 | - | -$27,636.3 | -13.01% | +0.119% |
| IBM International Business Machines Corporation | 1,033 | $291,472 | $240,172.5 | - | -$51,299.5 | -17.6% | +2.027% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 8,039 | $414,331.02 | $412,682.06 | - | -$1,648.96 | -0.4% | +0.185% |
| IJH iShares Core S&P Mid-Cap ETF | 10,621 | $621,541.29 | $770,500.44 | - | $148,959.15 | 23.97% | +0.381% |
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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 - $1.55M, 78463x509 - $1.18M, and Calamos Convertible Opportunities and Income Fund - $848,692.76. 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 $5.74M earned over time. The largest contributors to dividend income include Calamos Convertible Opportunities and Income Fund - $669,088.85, SPDR Portfolio Developed World ex-US ETF - $542,839.16, Vanguard Global ex-US Real Estate Index Fund - $482,060.86, Vanguard Real Estate ETF - $472,704.12, and SPDR Portfolio Emerging Markets ETF - $442,945.15. 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.
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