Masakazu Kita Portfolio
Invests via Japan Science & Technology Agency | Managed by Masakazu Kita
Invests via Japan Science & Technology Agency
Managed by Masakazu Kita
Automatically Tracked
Masakazu Kita Profile
Masakazu Kita is a seasoned operating executive known for his transformative leadership in the technology sector. With an extensive career spanning over two decades, he has played pivotal roles in various organizations that drive innovation and growth. His deep expertise lies in aligning product development with market trends, facilitating strategic partnerships to enhance competitive positioning. Kita’s background encompasses notable contributions to both public corporations and high-growth startups, underscoring his ability to navigate complex market landscapes. As a forward-thinking leader, he emphasizes collaboration within cross-functional teams to ensure operational efficiency and sustained business success.
Masakazu Kita is a seasoned operating executive known for his transformative leadership in the technology sector. With an extensive career spanning over two decades, he has played pivotal roles in various organizations that drive innovation and growth. His deep expertise lies in aligning product development with market trends, facilitating strategic partnerships to enhance competitive positioning. Kita’s background encompasses notable contributions to both public corporations and high-growth startups, underscoring his ability to navigate complex market landscapes. As a forward-thinking leader, he emphasizes collaboration within cross-functional teams to ensure operational efficiency and sustained business success.
Investment Philosophy & Strategy
Operating within a dynamic technological landscape, Masakazu Kita excels in leveraging innovation to unlock business potential. His approach is characterized by an emphasis on transformational growth, driving efficiencies through collaborative leadership and strategic foresight. By integrating market insights into product strategies, he fosters competitive advantage across various sectors. As a result of his multifaceted experience with startups and established corporations alike, there is a distinctive focus on seizing opportunities for sustainable progress while managing operational intricacies effectively.
Operating within a dynamic technological landscape, Masakazu Kita excels in leveraging innovation to unlock business potential. His approach is characterized by an emphasis on transformational growth, driving efficiencies through collaborative leadership and strategic foresight. By integrating market insights into product strategies, he fosters competitive advantage across various sectors. As a result of his multifaceted experience with startups and established corporations alike, there is a distinctive focus on seizing opportunities for sustainable progress while managing operational intricacies effectively.
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:
13.51%
Gain -0.09%
Monthly
0.34%
Yearly
4.16%
Drawdown
6.96%
$5.25B
Equity
Holdings
$5.25B
Investment
$4.76B
$1.02B
Profit -$5.23M
Realized
$529.52M
Unrealized
$493.72M
Dividends
$1.06B
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$5.23M
Win %
76%
This Week
Compared To Last Week
Gain
0.92%
Profit
$47.99M
Win %
76%
This Month
Compared to last month
Gain
0.92%
Profit
$47.99M
Win %
76%
This Year
Compared to last year
Gain
-0.67%
Profit
-$35.41M
Win %
76%
VUG Vanguard Growth ETF
+1.1%
+$1.96M 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3.51M 
IVV iShares Core S&P 500 ETF
+0.69%
+$4.34M 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1.42M 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$44,500 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$58,000 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$116,406.26 
VTV Vanguard Value ETF
-0.27%
-$210,819.95 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$940,528.82 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1.36M 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$325,000 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$143,199.06 Events
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Dividends
Dividend Analysis
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| Trades 68 | Longs Won 60/68 88% | Profit Factor 65.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $28.76M |
| Average Win $17.32M | Best Trade (Aug 06) $179.28M | Sharpe Ratio -9.43 |
| Average Loss -$1.98M | Worst Trade (Aug 02) -$8.63M | Z-Score 3.24 (99.88%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 6d | Expectancy $15.05M |
| 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 | 2,653 | 2,387 | 2,122 | 1,857 | 1,592 | 1,326 | 1,061 | 796 | 531 | 265 |
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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FAQ
Which stocks have generated the highest profits for Masakazu Kita?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $282.64M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $238.41M, Vanguard Intermediate-Term Corporate Bond Fund - $198.71M, Vanguard Short-Term Corporate Bond ETF - $196.09M, and iShares iBoxx $ High Yield Corporate Bond ETF - $167.83M. 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: Invesco QQQ Trust, Series 1 - $1.16M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Masakazu Kita's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.06B earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $214.57M, iShares iBoxx $ High Yield Corporate Bond ETF - $167.83M, Vanguard Intermediate-Term Corporate Bond Fund - $136.18M, Vanguard Short-Term Corporate Bond ETF - $122.52M, and iShares Broad USD High Yield Corporate Bond ETF - $96.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Masakazu Kita's monthly returns?
Masakazu Kita's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Masakazu Kita's strategy be considered aggressive or moderate?
Masakazu Kita'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 Masakazu Kita's strategy?
Masakazu Kita's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
