KJ
Karen Jochman Portfolio
Invests via NORTH STAR ASSET MANAGEMENT Inc. | Managed by Karen Jochman
Invests via NORTH STAR ASSET MANAGEMENT Inc.
Managed by Karen Jochman
Automatically Tracked
Karen Jochman Profile
Karen Jochman has established herself as a prominent player in the venture capital landscape, leveraging her extensive background in technology and finance. With years of experience leading innovative startups to success, she specializes in identifying transformative opportunities within emerging markets. As an investor-operator, her dual focus on operational excellence and strategic investment allows her to drive growth while enhancing value across diverse portfolios. Her leadership extends beyond individual investments, fostering collaboration among entrepreneurs to catalyze scalable business solutions.
Karen Jochman has established herself as a prominent player in the venture capital landscape, leveraging her extensive background in technology and finance. With years of experience leading innovative startups to success, she specializes in identifying transformative opportunities within emerging markets. As an investor-operator, her dual focus on operational excellence and strategic investment allows her to drive growth while enhancing value across diverse portfolios. Her leadership extends beyond individual investments, fostering collaboration among entrepreneurs to catalyze scalable business solutions.
Investment Philosophy & Strategy
Through a distinctive lens on innovation, Karen Jochman seeks to unearth and nurture disruptive technologies poised for widespread adoption. Her investment strategy revolves around rigorous assessments of market potential combined with an acute awareness of operational dynamics, ensuring alignment between vision and execution. By leveraging her entrepreneurial experience, she emphasizes collaboration among portfolio companies to catalyze shared growth initiatives while adapting swiftly to evolving industry trends. This multifaceted approach not only enhances the value proposition but also positions her as a thought leader in venture capital.
Through a distinctive lens on innovation, Karen Jochman seeks to unearth and nurture disruptive technologies poised for widespread adoption. Her investment strategy revolves around rigorous assessments of market potential combined with an acute awareness of operational dynamics, ensuring alignment between vision and execution. By leveraging her entrepreneurial experience, she emphasizes collaboration among portfolio companies to catalyze shared growth initiatives while adapting swiftly to evolving industry trends. This multifaceted approach not only enhances the value proposition but also positions her as a thought leader in venture capital.
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:
5.68%
Gain +0.43%
Monthly
0.27%
Yearly
3.25%
Drawdown
19.79%
$1.08B
Equity
Holdings
$1.08B
Investment
$466.79M
$615.5M
Profit +$4.58M
Realized
-$0
Unrealized
$615.5M
Dividends
$211.68M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$4.58M
Win %
63%
This Week
Compared To Last Week
Gain
0.28%
Profit
$3.04M
Win %
63%
This Month
Compared to last month
Gain
1.67%
Profit
$17.81M
Win %
63%
This Year
Compared to last year
Gain
3.01%
Profit
$31.59M
Win %
63%
BMY Bristol-Myers Squibb Company
+4.61%
+$238,241.85 
MRK Merck & Co., Inc.
+3.8%
+$882,765.02 
LLY Eli Lilly and Company
+3.62%
+$3.57M 
GSK GSK plc Sponsored ADR
+3.46%
+$7,884.8 
CL Colgate-Palmolive Company
+3.15%
+$415,121.38 
PFE Pfizer Inc.
+2.96%
+$492,838.3 
SYY Sysco Corporation
+2.46%
+$402,146.48 
PG Procter & Gamble Co
+2.28%
+$392,618.02 
JNJ Johnson & Johnson
+2.13%
+$568,446.2 
SCI Service Corporation International
+2.07%
+$31,953.67 
ADBE Adobe Inc.
+1.86%
+$2.01M 
KO The Coca-Cola Company
+1.85%
+$175,076.12 
ADP Automatic Data Processing Inc.
+1.6%
+$107,404.23 
PEP PepsiCo, Inc.
+1.55%
+$8,888.64 
MDT Medtronic plc
+1.31%
+$74,875.06 
ITW Illinois Tool Works Inc.
+1.18%
+$291,866.4 
KMB Kimberly-Clark Corporation
+1.14%
+$419,223.42 
BUD Anheuser-Busch InBev S.A. ADR
+1.12%
+$5,676 
FAST Fastenal Co.
+1.11%
+$200,640 
MCD McDonald's Corporation
+1.06%
+$39,514.84 
SCHW Charles Schwab Corporation
+0.9%
+$261,656.72 
EFX Equifax Inc.
+0.86%
+$167,630.08 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$219,849.16 
MTG MGIC Investment Corporation
+0.63%
+$314.84 
BP BP p.l.c. Sponsored ADR
+0.58%
+$3,408.72 
DIS The Walt Disney Company
+0.38%
+$26,195.78 
ABT Abbott Laboratories
+0.35%
+$21,930.87 
TBGVX Tweedy, Browne International Value Fund
+0.34%
+$1,946.89 
KSS Kohl's Corporation
+0.24%
+$434.15 
WFC Wells Fargo & Company
+0.2%
+$6,244.48 
CMA Comerica Inc.
0%
$0 
ESINQ Itt Educational Services Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TEF Telefonica SA
0%
$0 
PRITX T. Rowe Price International Stock Fund
0%
-$0.01 
BMTC Bryn Mawr Bank Corp
0%
$0 
FMBI First Midwest Bancorp Inc-IL
0%
$0 
TEMFX Templeton Foreign Fund Class A
0%
$0 
FDC First Data Corp
0%
$0 CD
CD
0%
$0 NOVL
NOVL
0%
$0 ONE
ONE
0%
$0 3474
347471104
0%
$0 RX
RX
0%
$0 0236
02364J104
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 7844
78442A109
0%
$0 0019
001957109
0%
$0 9285
92857T107
0%
$0 1616
16161A108
0%
$0 NFB
NFB
0%
$0 SGP
SGP
0%
$0 S
S
0%
$0 BN
BN
0%
$0 NCC
NCC
0%
$0 RD
RD
0%
$0 NSM
NSM
0%
$0 SDS
SDS
0%
$0 EDS
EDS
0%
$0 EMC
EMC
0%
$0 YHOO
YHOO
0%
$0 WAG
WAG
0%
$0 0226
022615108
0%
$0 LU
LU
0%
$0 JDSU
JDSU
0%
$0 8118
811850106
0%
$0 ADCT
ADCT
0%
$0 6533
65333H707
0%
$0 8660
866005101
0%
$0 MOLX
MOLXA
0%
$0 6798
679833103
0%
$0 8816
881694103
0%
$0 9297
929771103
0%
$0 POS
POS
0%
$0 DV
DV
0%
$0 2470
247025109
0%
$0 BMS
BMS
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 4517
451716203
0%
$0 MI
MI
0%
$0 ITG
ITG
0%
$0 MOLX
MOLX
0%
$0 WL
WL
0%
$0 HPQ
HPQ
0%
$0 6940
694058108
0%
$0 1667
166751107
0%
$0 3376
33763V109
0%
$0 8323
832378301
0%
$0 6040
604059105
0%
$0 0660
066050105
0%
$0 HQH
HQH
0%
$0 CRBC
CRBC
0%
$0 GRR
GRR
0%
$0 ABCW
ABCW
0%
$0 5305
530512102
0%
$0 6173
617357108
0%
$0 6288
628874109
0%
$0 1201
120114103
0%
$0 1406
140640103
0%
$0 DMED
DMEDE
0%
$0 6411
64115D109
0%
$0 HDTV
HDTV
0%
$0 
CSC Computer Sciences Corp.
0%
$0 COMS
COMS
0%
$0 7181
718154107
0%
$0 7414
741477103
0%
$0 4710
471023101
0%
$0 4659
465903102
0%
$0 8085
808509202
0%
$0 9433
943317107
0%
$0 8085
808509707
0%
$0 9119
911994101
0%
$0 
SUNW Sunworks Inc
-73.21%
-$3.92 
ORCL Oracle Corporation
-8.83%
-$96,266.5 
FNMA Fannie Mae
-7.35%
-$1,298.75 
GLW Corning Incorporated
-5.15%
-$35,916.8 
PLXS Plexus Corp.
-4.69%
-$122,128.8 
INTC Intel Corporation
-4.56%
-$848,655.5 
STT State Street Corp
-4.14%
-$24,153.5 
TXN Texas Instruments Inc
-2.5%
-$984,739.54 
TDS Telephone and Data Systems, Inc.
-2.33%
-$37,612.88 
RVT Royce Small-Cap Trust, Inc.
-2.33%
-$55,436.1 
MBI MBIA Inc.
-2.22%
-$7,398.45 
BEN Franklin Resources Inc.
-2.08%
-$312,668.85 
AUDC Audiocodes Ltd.
-1.96%
-$30,078.9 
C Citigroup Inc.
-1.81%
-$1,081.52 
MSFT Microsoft Corp.
-1.8%
-$2.74M 
BRC Brady Corporation
-1.62%
-$173,984.88 
EMR Emerson Electric Co.
-1.48%
-$199,369.12 
FISV Fiserv, Inc.
-1.26%
-$9,469.5 
IBM International Business Machines Corporation
-1.26%
-$52,829.69 
CSCO Cisco Systems, Inc.
-1.24%
-$196,140.23 
ANWPX American Funds New Perspective Fund Class A
-1.17%
-$12,334.96 
FITB Fifth Third Bancorp
-1.16%
-$2,172.39 
VFINX Vanguard 500 Index Fund Investor Shares
-1.11%
-$52,516.25 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$50,947.9 
AEPGX American Funds EUPAC Fund Class A
-1.05%
-$8,304.4 
DD DuPont de Nemours, Inc.
-0.83%
-$49.34 
ASB Associated Banc-Corp
-0.81%
-$112,366.15 
TFFAX Templeton Foreign Fund Advisor Class
-0.7%
-$58,089.43 
AIN Albany International Corp.
-0.66%
-$169,676.8 
IT Gartner Inc.
-0.6%
-$54,222.35 
SLB Schlumberger Limited
-0.53%
-$4,079.4 
WY Weyerhaeuser Company
-0.37%
-$2,391.76 
KCDMY Kimberly-Clark de México S.A.B. de C.V. ADR
-0.31%
-$1,620.56 
AIG American International Group Inc.
-0.28%
-$1,087.83 
GE General Electric Company
-0.2%
-$912.04 
ALL Allstate Corporation
-0.1%
-$3,185.96 
TFEQX Templeton Institutional Fund International Equity Series Primary Shares
-0.1%
-$2,290.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 152 | Longs Won 57/152 37% | Profit Factor 12.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $16.36M |
| Average Win $11.75M | Best Trade (Oct 15) $138.72M | Sharpe Ratio 0 |
| Average Loss -$572,959.92 | Worst Trade (Oct 15) -$22.22M | Z-Score -2.56 (100%) |
| Commissions $0 | Avg. Trade Length 26y 3m 3w 2d | Expectancy $4.05M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 3.26% |
| Consecutive Losing Trades | 1,890 | 1,701 | 1,512 | 1,323 | 1,134 | 945 | 756 | 567 | 378 | 189 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 9,442 | $299,000 | $299,000 | - | - | - | 0.0 |
| 0226 022615108 | 7,600 | $449,000 | $449,000 | - | - | - | 0.0 |
| 0236 02364J104 | 64,055 | $3.38M | $3.38M | - | - | - | 0.0 |
| 0266 026609107 | 18,385 | $1.08M | $1.08M | - | - | - | 0.0 |
| 0660 066050105 | 5,980 | $257,000 | $257,000 | - | - | - | 0.0 |
| 1201 120114103 | 13,529 | $127,000 | $127,000 | - | - | - | 0.0 |
| 1406 140640103 | 24,322 | $287,000 | $287,000 | - | - | - | 0.0 |
| 1616 16161A108 | 8,421 | $388,000 | $388,000 | - | - | - | 0.0 |
| 1667 166751107 | 9,709 | $823,000 | $823,000 | - | - | - | 0.0 |
| 2470 247025109 | 11,575 | $571,000 | $571,000 | - | - | - | 0.0 |
| 3376 33763V109 | 10,000 | $3.88M | $3.88M | - | - | - | 0.0 |
| 3474 347471104 | 26,546 | $614,000 | $614,000 | - | - | - | 0.0 |
| 4517 451716203 | 11,897 | $129,000 | $129,000 | - | - | - | 0.0 |
| 4659 465903102 | 80,626 | $3.31M | $3.31M | - | - | - | 0.0 |
| 4710 471023101 | 1,917 | $87,000 | $87,000 | - | - | - | 0.0 |
| 5305 530512102 | 45,900 | $2.96M | $2.96M | - | - | - | 0.0 |
| 6040 604059105 | 2,190 | $181,000 | $181,000 | - | - | - | 0.0 |
| 6173 617357108 | 17,320 | $969,000 | $969,000 | - | - | - | 0.0 |
| 6288 628874109 | 52,800 | $40,000 | $40,000 | - | - | - | 0.0 |
| 6411 64115D109 | 268,825 | $2.65M | $2.65M | - | - | - | 0.0 |
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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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FAQ
Which stocks have generated the highest profits for Karen Jochman?
The largest contributions to the portfolio's profits come from the following stocks: Kimberly-Clark Corporation - $19.47M, Pfizer Inc - $15.96M, Templeton Foreign Fund Advisor Class - $10.73M, Microsoft Corp - $10.27M, and Franklin Resources Inc - $8.91M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Karen Jochman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $211.68M earned over time. The largest contributors to dividend income include Kimberly-Clark Corporation - $19.47M, Pfizer Inc - $15.96M, Templeton Foreign Fund Advisor Class - $10.73M, Microsoft Corp - $10.27M, and Franklin Resources Inc - $8.91M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Karen Jochman's monthly returns?
Karen Jochman'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 Karen Jochman's strategy be considered aggressive or moderate?
Karen Jochman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Karen Jochman's strategy?
Karen Jochman'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.
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