Kevin King Portfolio
Invests via LEGACY FINANCIAL GROUP Inc. | Managed by Kevin King
Invests via LEGACY FINANCIAL GROUP Inc.
Managed by Kevin King
Automatically Tracked
Kevin King Profile
With a dynamic career spanning technology and finance, Kevin King has emerged as a key figure in the entrepreneurial landscape. He is recognized for his role in founding several successful startups that leverage innovative solutions to meet market demands. His experience encompasses operational leadership, where he directs strategic initiatives aimed at growth and expansion within emerging sectors. Kevin’s ability to bridge the gap between technological advancement and practical business applications positions him uniquely in today’s capital markets. As an influential voice among industry peers, he continues to shape conversations around investment opportunities within rapidly evolving marketplaces.
With a dynamic career spanning technology and finance, Kevin King has emerged as a key figure in the entrepreneurial landscape. He is recognized for his role in founding several successful startups that leverage innovative solutions to meet market demands. His experience encompasses operational leadership, where he directs strategic initiatives aimed at growth and expansion within emerging sectors. Kevin’s ability to bridge the gap between technological advancement and practical business applications positions him uniquely in today’s capital markets. As an influential voice among industry peers, he continues to shape conversations around investment opportunities within rapidly evolving marketplaces.
Investment Philosophy & Strategy
Opportunity identification drives Kevin King's investment endeavors, rooted in his extensive entrepreneurial journey. With a focus on harnessing technological innovations, he actively seeks ventures that promise transformative potential in fast-paced markets. His strategic insights are informed by an acute understanding of operational dynamics and emerging trends. By aligning capital with high-impact projects, he aims to create lasting value while navigating competitive landscapes effectively. Collaboration remains key as he engages with other innovators to unlock synergies and amplify growth trajectories within the startup ecosystem.
Opportunity identification drives Kevin King's investment endeavors, rooted in his extensive entrepreneurial journey. With a focus on harnessing technological innovations, he actively seeks ventures that promise transformative potential in fast-paced markets. His strategic insights are informed by an acute understanding of operational dynamics and emerging trends. By aligning capital with high-impact projects, he aims to create lasting value while navigating competitive landscapes effectively. Collaboration remains key as he engages with other innovators to unlock synergies and amplify growth trajectories within the startup ecosystem.
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:
65.86%
Gain -0.03%
Monthly
1.51%
Yearly
19.81%
Drawdown
20.97%
$421.83M
Equity
Holdings
$421.83M
Investment
$303.41M
$140.58M
Profit -$70,877.2
Realized
$14.7M
Unrealized
$125.88M
Dividends
$19.06M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$70,877.2
Win %
84%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$5.34M
Win %
84%
This Month
Compared to last month
Gain
-1.46%
Profit
-$6.25M
Win %
84%
This Year
Compared to last year
Gain
-1.78%
Profit
-$7.52M
Win %
85%
VGT Vanguard Information Technology ETF
+4.97%
+$31,854.98 
AMZN Amazon.com Inc
+3.9%
+$53,684.16 
TSLA Tesla, Inc.
+3.53%
+$8,108.09 
NVDA NVIDIA Corporation
+2.65%
+$80,133.02 
AVLV Avantis U.S. Large Cap Value ETF
+0.94%
+$35,580.78 
BNDX Vanguard Total International Bond ETF
+0.15%
+$15,274.28 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$1,937.81 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$153.74 
CSSD Cohen & Steers Short Duration Preferred and Income Active ETF
+0.02%
+$54.92 
CVX Chevron Corporation
+0.02%
+$62.13 
AVUQ Avantis U.S. Quality Equity ETF
+0.01%
+$98.66 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
ARLP Alliance Resource Partners, L.P.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
+$0.01 
AVGO Broadcom Inc.
0%
$0 
AVLC Avantis U.S. Large Cap Equity ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AXP American Express Company
0%
$0 
BANF BancFirst Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFAW Dimensional World Equity ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
-$0.01 
DUHP Dimensional US High Profitability ETF
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.01 
IWF iShares Russell 1000 Growth ETF
0%
-$0.12 
IWP iShares Russell Mid-Cap Growth ETF
0%
-$0.01 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCD McDonald's Corporation
0%
+$0.01 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OPER ClearShares Ultra-Short Maturity ETF
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PGR Progressive Corporation
0%
$0 
PJT PJT Partners Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
+$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNH UnitedHealth Group Incorporated
0%
-$0.01 
URI United Rentals, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.01 
VB Vanguard Small-Cap ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
-$0.01 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.03 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
META Meta Platforms Inc Class A
-7.95%
-$33,630.75 
JNJ Johnson & Johnson
-3.66%
-$12,982.27 
DE Deere & Company
-1.88%
-$3,673.6 
AAPL Apple Inc.
-1.41%
-$177,457.19 
VNQ Vanguard Real Estate ETF
-1.16%
-$50,594.31 
OGE Oge Energy Corp.
-1.11%
-$4,397.94 
GOOGL Alphabet Inc
-0.91%
-$11,446.61 
DFSV Dimensional US Small Cap Value ETF
-0.05%
-$1,483.2 
IYY iShares Dow Jones U.S. ETF
0%
-$10.56 Events
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Dividends
Dividend Analysis
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| Trades 1074 | Longs Won 850/1074 79% | Profit Factor 63.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $769,804.03 |
| Average Win $168,056.84 | Best Trade (Jul 31) $15.36M | Sharpe Ratio -8.66 |
| Average Loss -$10,115.51 | Worst Trade (Jul 31) -$148,812.68 | Z-Score 24.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 5d | Expectancy $130,896.13 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Kevin King?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $3.01M, Vanguard Growth ETF - $2.51M, Dimensional Short-Duration Fixed Income ETF - $2.48M, Dimensional International Core Equity Market ETF - $2.27M, and Dimensional U.S. Core Equity 2 ETF - $2.26M. 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: MSTY - $105,499, iShares Bitcoin Trust - $53,678.95, Merck & Co., Inc - $44,741.62, Eli Lilly and Company - $44,213.85, and BlackRock, Inc - $16,591.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin King's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.06M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.48M, Dimensional International Core Equity Market ETF - $1.71M, Dimensional Core Fixed Income ETF - $1.49M, Dimensional World ex U.S. Core Equity 2 ETF - $1.39M, and Dimensional US Marketwide Value ETF - $1.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin King's monthly returns?
Kevin King's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kevin King's strategy be considered aggressive or moderate?
Kevin King's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kevin King's strategy?
Kevin King's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
