JDK
John D. Kast Portfolio
Invests via Matthews International Capital Management LLC | Managed by John D. Kast
Invests via Matthews International Capital Management LLC
Managed by John D. Kast
Automatically Tracked
John D. Kast Profile
With a distinguished career in corporate leadership and entrepreneurship, John D. Kast has demonstrated exceptional acumen in building successful businesses across various sectors. He leverages a robust background that includes executive roles where he spearheaded growth initiatives and operational transformations. Known for his strategic vision, Kast plays an influential role as an advisor to emerging ventures while nurturing innovation within established companies. His capacity to navigate complex market environments adds significant value to any investment endeavor. In addition, he actively engages with entrepreneurs seeking guidance on scaling operations and accessing capital markets.
With a distinguished career in corporate leadership and entrepreneurship, John D. Kast has demonstrated exceptional acumen in building successful businesses across various sectors. He leverages a robust background that includes executive roles where he spearheaded growth initiatives and operational transformations. Known for his strategic vision, Kast plays an influential role as an advisor to emerging ventures while nurturing innovation within established companies. His capacity to navigate complex market environments adds significant value to any investment endeavor. In addition, he actively engages with entrepreneurs seeking guidance on scaling operations and accessing capital markets.
Investment Philosophy & Strategy
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:
7.93%
Gain +0.94%
Monthly
0.17%
Yearly
2.04%
Drawdown
31.78%
$175.63M
Equity
Holdings
$175.63M
Investment
$111.31M
$64.32M
Profit +$1.64M
Realized
$0
Unrealized
$64.32M
Dividends
$127.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.94%
Profit
$1.64M
Win %
81%
This Week
Compared To Last Week
Gain
0.94%
Profit
$1.64M
Win %
81%
This Month
Compared to last month
Gain
0.05%
Profit
$89,004.08
Win %
81%
This Year
Compared to last year
Gain
-1.38%
Profit
-$2.45M
Win %
81%
SKM SK Telecom Co., Ltd.
+3.98%
+$476,532 
TLK Telkom Indonesia Persero Tbk. - ADR
+2.39%
+$556,206 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.97%
+$473,073.34 
KT KT Corporation
+0.94%
+$66,988.35 
HMC Honda Motor Co., Ltd.
+0.52%
+$14,007 
CHL China Mobile Ltd
0%
$0 
CHU China Unicom Hong Kong Ltd
0%
$0 
HNP Huaneng Power International Inc
0%
$0 
IIT
0%
$0 
KB
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NTTYY Nippon Telegraph and Telephone Corporation ADR
-2.36%
-$110,613.8 
WIT Wipro Limited American Depositary Receipt
-1.07%
-$10,342.58 
HSBC HSBC Holdings plc Sponsored ADR
-0.61%
-$158,018.67 
PTR PetroChina Co Ltd
-0.51%
-$48,765.6 
KEP Korea Electric Power Corporation Sponsored ADR
-0.04%
-$2,661.55 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 16 | Longs Won 10/16 62% | Profit Factor 25.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.31M |
| Average Win $6.7M | Best Trade (Jul 20) $32.16M | Sharpe Ratio -50.98 |
| Average Loss -$439,440.88 | Worst Trade (Jul 20) -$2.07M | Z-Score 1.11 (73.27%) |
| Commissions $0 | Avg. Trade Length 22y 6m 3w 6d | Expectancy $4.02M |
| 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% | 0.08% | 1.16% | 12.18% |
| Consecutive Losing Trades | 400 | 360 | 320 | 280 | 240 | 200 | 160 | 120 | 80 | 40 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for John D. Kast?
The largest contributions to the portfolio's profits come from the following stocks: Chunghwa Telecom Co., Ltd. Sponsored ADR - $30.19M, Telkom Indonesia Persero Tbk. - ADR - $27.06M, SK Telecom Co., Ltd - $16.21M, HSBC Holdings plc Sponsored ADR - $15.46M, and PetroChina Co Ltd - $12.93M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does John D. Kast's portfolio generate?
The portfolio generates substantial dividend income, with a total of $127.62M earned over time. The largest contributors to dividend income include Chunghwa Telecom Co., Ltd. Sponsored ADR - $30.19M, Telkom Indonesia Persero Tbk. - ADR - $27.06M, SK Telecom Co., Ltd - $16.21M, HSBC Holdings plc Sponsored ADR - $15.46M, and PetroChina Co Ltd - $12.93M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John D. Kast's monthly returns?
John D. Kast'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 John D. Kast's strategy be considered aggressive or moderate?
John D. Kast's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow John D. Kast's strategy?
John D. Kast's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
