JTK
Joel T. Koehneman Portfolio
Invests via CNO Financial Group Inc. | Managed by Eric Ronald Johnson
Invests via CNO Financial Group Inc.
Managed by Eric Ronald Johnson
Automatically Tracked
Joel T. Koehneman Profile
Joel T. Koehneman has established himself as a distinguished operating executive in the finance sector, demonstrating a strong track record of leadership within corporate environments. With extensive experience in business development and operational strategy, he excels at driving growth initiatives that align with market demands. His expertise spans multiple financial service verticals, where he is known for enhancing organizational performance through innovative practices and collaboration across diverse teams. Koehneman's strategic insight into capital markets and stakeholder engagement positions him as a valuable resource for firms seeking to navigate complex challenges while pursuing new opportunities.
Joel T. Koehneman has established himself as a distinguished operating executive in the finance sector, demonstrating a strong track record of leadership within corporate environments. With extensive experience in business development and operational strategy, he excels at driving growth initiatives that align with market demands. His expertise spans multiple financial service verticals, where he is known for enhancing organizational performance through innovative practices and collaboration across diverse teams. Koehneman's strategic insight into capital markets and stakeholder engagement positions him as a valuable resource for firms seeking to navigate complex challenges while pursuing new opportunities.
Investment Philosophy & Strategy
Analyzing the intricate dynamics of capital markets, Joel T. Koehneman leverages his robust operational acumen to inform investment decisions that reflect growth and strategic adaptability. His focus on business development stems from a foundation in innovative practices, empowering organizations to embrace transformative opportunities while effectively navigating industry challenges. By prioritizing collaboration across diverse teams, he cultivates an environment where performance enhancement is paramount. The ability to align initiatives with market demands ensures that his contributions are not only impactful but also aligned with long-term value creation within firms aiming for sustainable growth.
Analyzing the intricate dynamics of capital markets, Joel T. Koehneman leverages his robust operational acumen to inform investment decisions that reflect growth and strategic adaptability. His focus on business development stems from a foundation in innovative practices, empowering organizations to embrace transformative opportunities while effectively navigating industry challenges. By prioritizing collaboration across diverse teams, he cultivates an environment where performance enhancement is paramount. The ability to align initiatives with market demands ensures that his contributions are not only impactful but also aligned with long-term value creation within firms aiming for sustainable growth.
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:
-3.75%
Gain -0.16%
Monthly
-0.09%
Yearly
-1.13%
Drawdown
22.6%
$174.51M
Equity
Holdings
$174.51M
Investment
$186.85M
$2.57M
Profit -$200,903.9
Realized
$14.91M
Unrealized
-$12.35M
Dividends
$77.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$200,903.9
Win %
6%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$41,566
Win %
6%
This Month
Compared to last month
Gain
0.19%
Profit
$333,887
Win %
6%
This Year
Compared to last year
Gain
-0.14%
Profit
-$239,927.5
Win %
5%
SRLN SPDR Blackstone Senior Loan ETF
+0.2%
+$68,960 
JNK SPDR Bloomberg High Yield Bond ETF
+0.17%
+$41,472 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.16%
+$19,200 
SPHY SPDR Portfolio High Yield Bond ETF
+0.13%
+$38,370 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.13%
+$6,200 
BKLN Invesco Senior Loan ETF
+0.1%
+$34,875 
FTSL First Trust Senior Loan ETF
0%
$0 
PSK SPDR ICE Preferred Securities ETF
-0.07%
-$14,000 Events
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Dividends
Dividend Analysis
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| Trades 143 | Longs Won 71/143 49% | Profit Factor 1.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.58M |
| Average Win $511,471.87 | Best Trade (Mar 30) $13.46M | Sharpe Ratio -7.73 |
| Average Loss -$468,718.12 | Worst Trade (Aug 31) -$10.26M | Z-Score -4.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4d | Expectancy $17,949.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 372 | 335 | 298 | 261 | 223 | 186 | 149 | 112 | 74 | 37 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BKLN Invesco Senior Loan ETF | 1.74M | $36.11M | $35.82M | - | -$293,325 | -0.81% | +0.097% |
| FTSL First Trust Senior Loan ETF | 252,000 | $11.53M | $11.33M | - | -$199,400 | -1.73% | 0.0 |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 62,000 | $5M | $4.94M | - | -$63,240 | -1.27% | +0.126% |
| JNK SPDR Bloomberg High Yield Bond ETF | 259,200 | $25.17M | $24.84M | - | -$323,178 | -1.28% | +0.167% |
| PSK SPDR ICE Preferred Securities ETF | 700,000 | $31.09M | $20.87M | - | -$10.22M | -32.88% | -0.067% |
| SPHY SPDR Portfolio High Yield Bond ETF | 1.28M | $30.31M | $29.79M | - | -$522,230 | -1.72% | +0.129% |
| SRLN SPDR Blackstone Senior Loan ETF | 862,000 | $35.69M | $34.93M | - | -$758,120 | -2.12% | +0.198% |
| USHY iShares Broad USD High Yield Corporate Bond ETF | 320,000 | $11.97M | $11.78M | - | -$185,600 | -1.55% | +0.163% |
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FAQ
Which stocks have generated the highest profits for Joel T. Koehneman?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $21.4M, iShares Core U.S. Aggregate Bond ETF - $11.07M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $9.6M, SPDR ICE Preferred Securities ETF - $8.43M, and SPDR S&P 500 ETF Trust - $7M. 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 Taxable Municipal Bond ETF - $1.57M, Vanguard Long-Term Corporate Bond Fund - $1.54M, SelectQuote, Inc - $976,670, iShares Broad USD Investment Grade Corporate Bond ETF - $497,214.14, and Invesco Financial Preferred ETF - $340,330. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joel T. Koehneman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $77.26M earned over time. The largest contributors to dividend income include BlackRock TCP Capital Corp - $9.08M, SPDR ICE Preferred Securities ETF - $8.43M, iShares Core U.S. Aggregate Bond ETF - $7.64M, Alerian MLP ETF - $5.12M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $5.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joel T. Koehneman's monthly returns?
Joel T. Koehneman's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Joel T. Koehneman's strategy be considered aggressive or moderate?
Joel T. Koehneman'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 Joel T. Koehneman's strategy?
Joel T. Koehneman's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
