KK
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:
29.04%
Gain -0.01%
Monthly
0.83%
Yearly
10.4%
Drawdown
13.5%
$419.11M
Equity
Holdings
$419.11M
Investment
$290.64M
$146.33M
Profit -$53,270.32
Realized
$10.95M
Unrealized
$135.37M
Dividends
$17.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$53,270.32
Win %
91%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$53,270.32
Win %
91%
This Month
Compared to last month
Gain
-0.67%
Profit
-$2.84M
Win %
91%
This Year
Compared to last year
Gain
6.55%
Profit
$26.23M
Win %
91%
VZ Verizon Communications Inc.
+2.49%
+$6,384.69 
JPM JPMorgan Chase & Co.
+2.31%
+$13,643.03 
AXP American Express Company
+2.18%
+$5,455.76 
PM Philip Morris International Inc.
+1.95%
+$8,429.64 
BANF BancFirst Corporation
+1.86%
+$20,511 
TSLA Tesla, Inc.
+1.82%
+$5,605.6 
OKE ONEOK, Inc.
+1.56%
+$69,190.03 
LYG Lloyds Banking Group Plc ADR
+1.48%
+$1,086.48 
CAT Caterpillar Inc.
+1.44%
+$13,897.57 
COP ConocoPhillips
+1.4%
+$3,517.02 
NEE NextEra Energy, Inc.
+1.35%
+$4,175.65 
ABBV AbbVie Inc.
+1.32%
+$6,639.28 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$33,339.6 
JNJ Johnson & Johnson
+1.07%
+$3,375.66 
V Visa Inc. Class A
+1.05%
+$2,404.82 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$36,497.79 
OGE Oge Energy Corp.
+1.01%
+$4,018.56 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$7,783.28 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$100,221.66 
DFAR Dimensional US Real Estate ETF
+0.95%
+$50,705.5 
VNQ Vanguard Real Estate ETF
+0.92%
+$39,251.7 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$229,337.64 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$4,916.25 
PG Procter & Gamble Co
+0.86%
+$1,781.81 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$94,671.72 
CVX Chevron Corporation
+0.75%
+$2,892.38 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$26,416 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$1,794.96 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$21,649.22 
VB Vanguard Small-Cap ETF
+0.7%
+$1,577.95 
COST Costco Wholesale Corporation
+0.68%
+$1,645.02 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$1,776 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$159,364.51 
AVUS Avantis U.S. Equity ETF
+0.65%
+$297,955.2 
WMB The Williams Companies, Inc.
+0.64%
+$4,065.96 
AVLC Avantis U.S. Large Cap Equity ETF
+0.63%
+$8,693.44 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,232.69 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$2,214.5 
VGT Vanguard Information Technology ETF
+0.58%
+$4,084.32 
DFAW Dimensional World Equity ETF
+0.57%
+$5,918.24 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$95,550.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$5,283.9 
IVV iShares Core S&P 500 ETF
+0.55%
+$8,462.26 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,518.46 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,937.11 
GOOGL Alphabet Inc
+0.53%
+$7,088.01 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$100,648.77 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,215 
IWB iShares Russell 1000 ETF
+0.52%
+$1,691.03 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$33,785.64 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$35,798.66 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,388.8 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$1,774.1 
GOOG Alphabet Inc
+0.45%
+$13,270.4 
WMT Walmart Inc.
+0.45%
+$7,178.77 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$101,516.94 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$15,409.15 
PGR Progressive Corporation
+0.42%
+$2,699.63 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$96,762.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,031.22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$16,354.2 
DUHP Dimensional US High Profitability ETF
+0.37%
+$75,114.7 
AVUQ Avantis U.S. Quality Equity ETF
+0.29%
+$2,551.4 
XOM Exxon Mobil Corporation
+0.28%
+$1,455.44 
VUG Vanguard Growth ETF
+0.18%
+$65,322 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$389.28 
BNDX Vanguard Total International Bond ETF
+0.17%
+$17,330.72 
NVDA NVIDIA Corporation
+0.16%
+$5,106.56 
MSFT Microsoft Corp.
+0.1%
+$2,388.74 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,582.72 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$822.24 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$61.23 
MCD McDonald's Corporation
+0.01%
+$52.65 
OPER ClearShares Ultra-Short Maturity ETF
+0.01%
+$16 
LLY Eli Lilly and Company
-2.41%
-$7,350.84 
PLTR Palantir Technologies Inc.
-2.36%
-$13,354.99 
AAPL Apple Inc.
-1.52%
-$173,569.5 
MRK Merck & Co., Inc.
-1.42%
-$3,871.43 
AMZN Amazon.com Inc
-1.23%
-$17,866.5 
PJT PJT Partners Inc.
-1.04%
-$2,406.4 
AVGO Broadcom Inc.
-0.91%
-$3,822 
ARLP Alliance Resource Partners, L.P.
-0.4%
-$1,059.49 
RTX RTX Corporation
-0.37%
-$898.97 
META Meta Platforms Inc Class A
-0.26%
-$1,046.91 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$13,331.28 
EPD Enterprise Products Partners L.P.
-0.08%
-$228.48 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,128.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$883.8 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$4,673.14 Events
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Dividends
Dividend Analysis
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| Trades 984 | Longs Won 804/984 81% | Profit Factor 123.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $858,789.59 |
| Average Win $183,483.39 | Best Trade (Jun 14) $16.99M | Sharpe Ratio -9.59 |
| Average Loss -$6,642.02 | Worst Trade (Jun 14) -$202,406.71 | Z-Score 27.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 2d | Expectancy $148,704.35 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
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Returns
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