YKW
Yee Ki Wan Portfolio
Invests via KW Wealth Management LLC | Managed by Yee Ki Wan
Invests via KW Wealth Management LLC
Managed by Yee Ki Wan
Automatically Tracked
A Hong Kong-based investor and corporate operator focused on early-stage technology and fintech opportunities in Asia, Yee Ki Wan leverages prior experience in corporate finance, strategic advisory and startup operations to source and scale growth-stage ventures. Known for hands-on portfolio support, sector diligence and cross-border capital introductions, she is active with angel and seed investments and advisory roles to founders and PE firms.
A Hong Kong-based investor and corporate operator focused on early-stage technology and fintech opportunities in Asia, Yee Ki Wan leverages prior experience in corporate finance, strategic advisory and startup operations to source and scale growth-stage ventures. Known for hands-on portfolio support, sector diligence and cross-border capital introductions, she is active with angel and seed investments and advisory roles to founders and PE firms.
Investment Philosophy & Strategy
Focuses on early-stage technology and fintech opportunities across Asia, prioritizing founders with strong product-market fit and clear cross-border scaling potential. Employs a hands-on, operationally informed approach to capital allocation—combining angel and seed checks with strategic advisory, network-led introductions, and active board or mentor roles. Favors iterative, milestone-driven investments with follow-on reserve to support traction metrics rather than headline valuations. Underwrites opportunities through sector diligence, unit-economics scrutiny, and assessment of go-to-market execution; horizon is growth-oriented over 3–7 years with disciplined downside protection via syndication and staged financing.
Focuses on early-stage technology and fintech opportunities across Asia, prioritizing founders with strong product-market fit and clear cross-border scaling potential. Employs a hands-on, operationally informed approach to capital allocation—combining angel and seed checks with strategic advisory, network-led introductions, and active board or mentor roles. Favors iterative, milestone-driven investments with follow-on reserve to support traction metrics rather than headline valuations. Underwrites opportunities through sector diligence, unit-economics scrutiny, and assessment of go-to-market execution; horizon is growth-oriented over 3–7 years with disciplined downside protection via syndication and staged financing.
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:
-2.48%
Gain -1.28%
Monthly
-0.42%
Yearly
-2.48%
Drawdown
6.64%
$0
Equity
Holdings
$0
Investment
$0
-$1.45M
Profit -$736,456.34
Realized
-$1.45M
Unrealized
$0
Dividends
$647,840.41
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.28%
Profit
-$736,456.34
Win %
34%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$664,945.26
Win %
34%
This Month
Compared to last month
Gain
-5.63%
Profit
-$3.75M
Win %
34%
This Year
Compared to last year
Gain
-4.16%
Profit
-$2.73M
Win %
34%
GOOG Alphabet Inc
+$543,116.43
AAPL Apple Inc.
+$301,955.5
DIA SPDR Dow Jones Industrial Average ETF Trust
+$181,383.22
RIO Rio Tinto Plc Sponsored ADR
+$170,420.24
XOM Exxon Mobil Corporation
+$106,792.49
GOOGL Alphabet Inc
+$98,933.23
JNJ Johnson & Johnson
+$87,447.4
FLOT iShares Floating Rate Bond ETF
+$83,369.25
AMZN Amazon.com Inc
+$83,274.06
AMGN Amgen Inc.
+$77,496.1
WMT Walmart Inc.
+$71,842.72
IAU iShares Gold Trust
+$52,717.56
TMO Thermo Fisher Scientific Inc.
+$47,454.57
SPY SPDR S&P 500 ETF Trust
+$42,410.57
VOD Vodafone Group Public Limited Company American Depositary Receipt
+$42,294.12
V Visa Inc. Class A
+$38,629.49
TBIL US Treasury 3 Month Bill ETF
+$37,987.43
BAC Bank of America Corporation
+$37,904.76
BND Vanguard Total Bond Market Index Fund
+$33,798.05
QYLD Global X Nasdaq 100 Covered Call ETF
+$32,568.36
SLB Schlumberger Limited
+$32,383.27
KO The Coca-Cola Company
+$31,319.52
XYLD Global X S&P 500 Covered Call ETF
+$30,457.92
EQX Equinox Gold Corp.
+$28,931.55
SHEL Shell plc
+$28,786.71
VV Vanguard Large-Cap Index Fund ETF Shares
+$28,489.28
VTI VANGUARD TOTAL STOCK MKT ETF
+$27,407.69
JPM JPMorgan Chase & Co.
+$25,294.64
CRM Salesforce Inc
+$24,549.92
IVR Invesco Mortgage Capital Inc.
+$24,066.85
VUG Vanguard Growth ETF
+$20,820.38
QQQ Invesco QQQ Trust, Series 1
+$20,526.05
TBLD Thornburg Income Builder Opportunities Trust
+$17,689.54
AB AllianceBernstein Holding L.P.
+$15,507.12
SCHX Schwab U.S. Large-Cap ETF
+$14,965.05
PFLT PennantPark Floating Rate Capital Ltd.
+$12,826.83
CCL Carnival Corporation Ltd.
+$12,493.85
AVGO Broadcom Inc.
+$12,316.72
IJR iShares Core S&P Small-Cap ETF
+$10,784.17
VIG Vanguard Dividend Appreciation ETF
+$9,639.69
VTV Vanguard Value ETF
+$9,495.28
FCOM Fidelity MSCI Communication Services Index ETF
+$8,117.75
IWM iShares Russell 2000 ETF
+$7,538.56
VYM Vanguard High Dividend Yield ETF
+$7,533.68
SCHV Schwab U.S. Large-Cap Value ETF
+$7,032.02
ESGV Vanguard ESG U.S. Stock ETF
+$6,886.91
TROW T. Rowe Price Group, Inc.
+$6,370.95
XLE Energy Select Sector SPDR Fund
+$6,349.57
VOO Vanguard S&P 500 ETF
+$5,946
MRVL Marvell Technology, Inc.
+$5,780.77
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+$5,708.84
USHY iShares Broad USD High Yield Corporate Bond ETF
+$5,098.67
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+$4,699.07
VGSH Vanguard Short-Term Treasury Fund
+$4,554.62
VGT Vanguard Information Technology ETF
+$3,918.86
VB Vanguard Small-Cap ETF
+$3,847.08
FTEC Fidelity MSCI Information Technology Index ETF
+$3,599.55
CVX Chevron Corporation
+$3,185.49
TSLA Tesla, Inc.
+$2,785
VGIT Vanguard Intermediate-Term Treasury Fund
+$2,233.06
ABBV AbbVie Inc.
+$2,029.52
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+$1,726.38
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+$1,035.21
FSYD Fidelity Sustainable High Yield ETF
+$977.64
TSMWF Taiwan Semiconductor Manufacturing Company Limited
+$294.72
MSFT Microsoft Corp.
-$242,073.08
COST Costco Wholesale Corporation
-$123,882.64
META Meta Platforms Inc Class A
-$50,966.02
AJG Arthur J. Gallagher & Co.
-$41,698.24
AXP American Express Company
-$40,523.6
PG Procter & Gamble Co
-$39,605.9
PANW Palo Alto Networks, Inc.
-$29,788.78
UNH UnitedHealth Group Incorporated
-$28,804.66
ABT Abbott Laboratories
-$23,886.16
VZ Verizon Communications Inc.
-$18,591.14
ADSK Autodesk, Inc.
-$16,331.34
SO The Southern Company
-$16,226.28
FHLC Fidelity MSCI Health Care Index ETF
-$12,959.02
MTUM iShares MSCI USA Momentum Factor ETF
-$8,957.77
LMT Lockheed Martin Corporation
-$5,961.46
NRG NRG Energy, Inc.
-$5,502.54
SPLV Invesco S&P 500 Low Volatility ETF
-$5,312.02
XLU Utilities Select Sector SPDR Fund
-$4,974.57
USMV iShares MSCI USA Min Vol Factor ETF
-$2,611.58
NVDA NVIDIA Corporation
-$436.69
BRK-B Berkshire Hathaway Inc.
-$209.39
Events
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Dividends
Dividend Analysis
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| Trades 148 | Longs Won 59/148 39% | Profit Factor 2.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $64,623.72 |
| Average Win $38,059.66 | Best Trade (Mar 30) $539,858.49 | Sharpe Ratio -15.51 |
| Average Loss -$10,054.67 | Worst Trade (Mar 30) -$255,716.71 | Z-Score -4.38 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 1d | Expectancy -$9,790.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Yee Ki Wan?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $543,116.43, Apple Inc - $301,955.5, SPDR Dow Jones Industrial Average ETF Trust - $181,383.22, Rio Tinto Plc Sponsored ADR - $170,420.24, and Exxon Mobil Corporation - $106,792.49. 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: Microsoft Corp - $242,073.08, Costco Wholesale Corporation - $123,882.64, Meta Platforms Inc Class A - $50,966.02, Arthur J. Gallagher & Co - $41,698.24, and American Express Company - $40,523.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yee Ki Wan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $647,840.41 earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $102,269.18, Vanguard Total Bond Market Index Fund - $42,908.15, US Treasury 3 Month Bill ETF - $40,863.5, SPDR Dow Jones Industrial Average ETF Trust - $31,996.07, and Rio Tinto Plc Sponsored ADR - $26,061.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yee Ki Wan's monthly returns?
Yee Ki Wan's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Yee Ki Wan's strategy be considered aggressive or moderate?
It is difficult to clearly classify Yee Ki Wan's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Yee Ki Wan's strategy?
It is difficult to determine whether Yee Ki Wan's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
