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:
8.96%
Gain
Monthly
0%
Yearly
-0.03%
Drawdown
22.34%
$174.57M
Equity
Holdings
$174.57M
Investment
$186.85M
$4.39M
Profit +$88,730.5
Realized
$16.68M
Unrealized
-$12.29M
Dividends
$75.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$88,730.5
Win %
6%
This Week
Compared To Last Week
Gain
0.03%
Profit
$46,494
Win %
6%
This Month
Compared to last month
Gain
-0.1%
Profit
-$178,816
Win %
6%
This Year
Compared to last year
Gain
0.08%
Profit
$142,314
Win %
5%
Events
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Dividends
Dividend Analysis
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| Trades 143 | Longs Won 69/143 48% | Profit Factor 1.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.56M |
| Average Win $524,140.14 | Best Trade (Mar 30) $13.46M | Sharpe Ratio -12.23 |
| Average Loss -$429,347.55 | Worst Trade (Jul 10) -$9.8M | Z-Score -3.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $30,726.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 407 | 366 | 325 | 285 | 244 | 203 | 163 | 122 | 81 | 41 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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