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:
77.99%
Gain -0.5%
Monthly
1.57%
Yearly
20.53%
Drawdown
21.02%
$434.39M
Equity
Holdings
$434.39M
Investment
$295.95M
$152.7M
Profit -$1.43M
Realized
$14.26M
Unrealized
$138.44M
Dividends
$19.35M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$1.43M
Win %
84%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.43M
Win %
84%
This Month
Compared to last month
Gain
-0.63%
Profit
-$2.77M
Win %
84%
This Year
Compared to last year
Gain
1.14%
Profit
$5.04M
Win %
85%
PLTR Palantir Technologies Inc.
+4.13%
+$25,352.79 
GOOGL Alphabet Inc
+3.08%
+$39,181.32 
GOOG Alphabet Inc
+2.97%
+$82,515.27 
META Meta Platforms Inc Class A
+2.91%
+$13,595.24 
MSFT Microsoft Corp.
+2.27%
+$66,297 
WMT Walmart Inc.
+2.27%
+$31,922.91 
MO Altria Group, Inc.
+2.25%
+$4,590.36 
LLY Eli Lilly and Company
+2.04%
+$6,015.51 
MCD McDonald's Corporation
+1.96%
+$6,501.04 
ABBV AbbVie Inc.
+1.73%
+$9,865.68 
PM Philip Morris International Inc.
+1.7%
+$7,639.92 
COST Costco Wholesale Corporation
+1.58%
+$3,570.66 
ORLY O'Reilly Automotive Inc.
+1.54%
+$2,899.1 
VZ Verizon Communications Inc.
+1.4%
+$3,914.23 
PGR Progressive Corporation
+1.4%
+$9,655.04 
UNH UnitedHealth Group Incorporated
+1.32%
+$2,637.89 
V Visa Inc. Class A
+1.05%
+$2,875.07 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$31,567.55 
AXP American Express Company
+0.84%
+$2,162.16 
DE Deere & Company
+0.69%
+$1,489.61 
URI United Rentals, Inc.
+0.65%
+$1,403.6 
JNJ Johnson & Johnson
+0.58%
+$2,045.62 
AAPL Apple Inc.
+0.54%
+$66,733.36 
PG Procter & Gamble Co
+0.52%
+$1,119.66 
MRK Merck & Co., Inc.
+0.44%
+$1,438.31 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$77.64 
OPER ClearShares Ultra-Short Maturity ETF
+0.01%
+$34.29 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$1,712.68 
BANF BancFirst Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$12,973.41 
AVGO Broadcom Inc.
-4.79%
-$19,138.59 
MU Micron Technology, Inc.
-4.76%
-$16,591.58 
SMH VanEck Semiconductor ETF
-4.52%
-$20,825.12 
CAT Caterpillar Inc.
-4.15%
-$36,369.31 
AMD Advanced Micro Devices, Inc.
-3.9%
-$12,966.94 
NVDA NVIDIA Corporation
-2.85%
-$98,931.35 
DFAE Dimensional Emerging Core Equity Market ETF
-2.18%
-$144,018.87 
ROK Rockwell Automation, Inc.
-2.17%
-$4,489.83 
STLD Steel Dynamics Inc.
-2.02%
-$4,394.72 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$90,494.8 
JPM JPMorgan Chase & Co.
-1.72%
-$11,457.26 
CSCO Cisco Systems, Inc.
-1.65%
-$5,322.45 
PJT PJT Partners Inc.
-1.55%
-$3,772.23 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$8,346.45 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$4,984.92 
TSLA Tesla, Inc.
-1.4%
-$3,942.4 
WMB The Williams Companies, Inc.
-1.4%
-$12,453.18 
RTX RTX Corporation
-1.32%
-$3,476.73 
VGT Vanguard Information Technology ETF
-1.24%
-$8,851.9 
ARLP Alliance Resource Partners, L.P.
-1.23%
-$3,443.37 
AMZN Amazon.com Inc
-1.22%
-$19,047.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$2,942.01 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$253,460 
CVX Chevron Corporation
-0.94%
-$4,162.71 
XOM Exxon Mobil Corporation
-0.85%
-$4,711.59 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$2,073.28 
NEE NextEra Energy, Inc.
-0.69%
-$1,591.44 
OGE Oge Energy Corp.
-0.69%
-$2,655.36 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$31,052.8 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$1,321.2 
DFAW Dimensional World Equity ETF
-0.61%
-$9,577.88 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$24,411.28 
ET Energy Transfer L.P.
-0.58%
-$2,193.75 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$133,021.77 
AVLC Avantis U.S. Large Cap Equity ETF
-0.57%
-$10,950.16 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$146,901.3 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$8,659.08 
AVUQ Avantis U.S. Quality Equity ETF
-0.54%
-$5,035.61 
VNQ Vanguard Real Estate ETF
-0.53%
-$21,621.5 
AVUS Avantis U.S. Equity ETF
-0.51%
-$257,435.04 
DFAR Dimensional US Real Estate ETF
-0.51%
-$26,211.38 
DFSV Dimensional US Small Cap Value ETF
-0.45%
-$13,348.8 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$56,307.15 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$990.64 
DFAS Dimensional U.S. Small Cap ETF
-0.4%
-$14,302.72 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$89,507.77 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$79,791.36 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$60,566.42 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$1,806.53 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$797.04 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$35,351.28 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,782.25 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,642.56 
IWB iShares Russell 1000 ETF
-0.33%
-$1,096 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$3,128.15 
IVV iShares Core S&P 500 ETF
-0.32%
-$5,131.08 
VB Vanguard Small-Cap ETF
-0.32%
-$690.07 
IYY iShares Dow Jones U.S. ETF
-0.31%
-$1,224.96 
EPD Enterprise Products Partners L.P.
-0.31%
-$913.92 
DUHP Dimensional US High Profitability ETF
-0.3%
-$63,665.37 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.29%
-$718.42 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$20,169.06 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$1,754.55 
CSSD Cohen & Steers Short Duration Preferred and Income Active ETF
-0.2%
-$560.24 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$6,619.68 
VUG Vanguard Growth ETF
-0.16%
-$59,348.93 
OKE ONEOK, Inc.
-0.12%
-$5,545.08 
VOOV Vanguard S&P 500 Value ETF
-0.1%
-$258 
BNDX Vanguard Total International Bond ETF
-0.09%
-$8,728.16 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$1,530.9 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$1,441.14 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$2,694.63 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$237.84 Events
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Dividends
Dividend Analysis
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| Trades 1074 | Longs Won 857/1074 79% | Profit Factor 55.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $838,186.58 |
| Average Win $181,467.51 | Best Trade (Aug 14) $17.88M | Sharpe Ratio -9.96 |
| Average Loss -$12,983.24 | Worst Trade (Aug 19) -$189,325.71 | Z-Score 25.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 5d | Expectancy $142,179.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,281 | $5.72M | $12.45M | - | $6.73M | 117.54% | +0.539% |
| ABBV AbbVie Inc. | 2,222 | $366,101.68 | $581,186.32 | - | $215,084.64 | 58.75% | +1.727% |
| AMD Advanced Micro Devices, Inc. | 644 | $374,106 | $319,420.78 | - | -$54,685.22 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 6,066 | $794,550.4 | $1.54M | - | $744,029.84 | 93.64% | -1.223% |
| ARLP Alliance Resource Partners, L.P. | 10,595 | $292,952 | $277,641.97 | - | -$15,310.03 | -5.23% | -1.225% |
| ASML ASML Holding N.V. New York Registry Shares | 110 | $218,838 | $173,839.6 | - | -$44,998.4 | -20.56% | -6.945% |
| AVGO Broadcom Inc. | 1,105 | $305,920.75 | $380,860.35 | - | $74,939.6 | 24.5% | -4.785% |
| AVLC Avantis U.S. Large Cap Equity ETF | 21,058 | $1.61M | $1.91M | - | $295,333.54 | 18.33% | -0.571% |
| AVLV Avantis U.S. Large Cap Value ETF | 41,373 | $2.61M | $3.86M | - | $1.25M | 47.81% | -0.171% |
| AVUQ Avantis U.S. Quality Equity ETF | 13,899 | $782,390.86 | $921,920.67 | - | $139,529.81 | 17.83% | -0.543% |
| AVUS Avantis U.S. Equity ETF | 390,059 | $34.05M | $50.31M | - | $16.26M | 47.77% | -0.509% |
| AVUV Avantis U.S. Small Cap Value ETF | 5,013 | $397,004.82 | $622,363.95 | - | $225,359.13 | 56.76% | -0.281% |
| AXP American Express Company | 792 | $214,380.98 | $259,316.64 | - | $44,935.66 | 20.96% | +0.841% |
| BANF BancFirst Corporation | 9,675 | $914,708.4 | $1.09M | - | $176,825.1 | 19.33% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 218,204 | $10.66M | $10.24M | - | -$419,899.73 | -3.94% | -0.085% |
| BRK-B Berkshire Hathaway Inc. | 6,251 | $2.07M | $3.22M | - | $1.15M | 55.28% | +0.989% |
| CAT Caterpillar Inc. | 1,070 | $310,889.88 | $839,500.6 | - | $528,610.72 | 170.03% | -4.152% |
| COST Costco Wholesale Corporation | 249 | $218,166.04 | $228,858.39 | - | $10,692.35 | 4.9% | +1.585% |
| CSCO Cisco Systems, Inc. | 2,877 | $337,932 | $317,275.56 | - | -$20,656.44 | -6.11% | -1.65% |
| CSPF Cohen & Steers Preferred and Income Opportunities Active ETF | 9,579 | $249,820 | $244,503.97 | - | -$5,316.03 | -2.13% | -0.293% |
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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, Broadcom Inc - $81,213, Advanced Micro Devices, Inc - $67,359.24, iShares Bitcoin Trust - $53,678.95, and Merck & Co., Inc - $44,741.62. 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 $19.35M 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 Avantis U.S. Equity ETF - $1.13M. 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.
