YJK
Yu Jin Kim Portfolio
Invests via Toews Corp /ADV | Managed by Yu Jin Kim
Invests via Toews Corp /ADV
Managed by Yu Jin Kim
Automatically Tracked
Yu Jin Kim Profile
With a diverse background spanning entrepreneurship and executive leadership, Yu Jin Kim has established a significant presence in the tech industry. Having co-founded multiple startups, Kim excels in identifying growth opportunities within innovative markets. Her strategic insight into product development has enabled businesses to adapt rapidly in an evolving landscape. In addition to her entrepreneurial endeavors, she brings experience from key operational roles at leading corporations where she spearheaded market expansion initiatives and drove cross-functional collaborations. With a strong focus on leveraging technology for scalability, her influence is particularly relevant amidst today’s digital transformation trends.
With a diverse background spanning entrepreneurship and executive leadership, Yu Jin Kim has established a significant presence in the tech industry. Having co-founded multiple startups, Kim excels in identifying growth opportunities within innovative markets. Her strategic insight into product development has enabled businesses to adapt rapidly in an evolving landscape. In addition to her entrepreneurial endeavors, she brings experience from key operational roles at leading corporations where she spearheaded market expansion initiatives and drove cross-functional collaborations. With a strong focus on leveraging technology for scalability, her influence is particularly relevant amidst today’s digital transformation trends.
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:
159.11%
Gain +1.11%
Monthly
0.7%
Yearly
8.68%
Drawdown
28.51%
$840.24M
Equity
Holdings
$840.24M
Investment
$724.69M
$191.27M
Profit +$1.22M
Realized
$75.72M
Unrealized
$115.55M
Dividends
$231.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.11%
Profit
$1.22M
Win %
52%
This Week
Compared To Last Week
Gain
0.15%
Profit
$1.22M
Win %
52%
This Month
Compared to last month
Gain
-0.61%
Profit
-$5.16M
Win %
52%
This Year
Compared to last year
Gain
2.14%
Profit
$17.25M
Win %
53%
HPE Hewlett Packard Enterprise Company
+7.56%
+$9,516 
ON ON Semiconductor Corporation
+5.54%
+$266.4 
DELL Dell Technologies Inc.
+3.75%
+$5,631.41 
FCX Freeport-McMoRan Inc.
+3.65%
+$4,336.42 
FIX Comfort Systems USA, Inc.
+3.51%
+$2,955.75 
KEYS Keysight Technologies, Inc.
+3.42%
+$2,324.14 
LRCX Lam Research Corporation
+3.27%
+$1,011.92 
EME EMCOR Group, Inc.
+3.18%
+$1,784.85 
AVGO Broadcom Inc.
+3.15%
+$45,464.3 
AMD Advanced Micro Devices, Inc.
+3.07%
+$2,152.89 
RCL Royal Caribbean Group
+3.03%
+$1,660.54 
AMAT Applied Materials, Inc.
+2.81%
+$3,769.7 
QCOM QUALCOMM Incorporated
+2.69%
+$3,843.54 
CAT Caterpillar Inc.
+2.29%
+$1,344.03 
CSCO Cisco Systems, Inc.
+2.27%
+$4,725.11 
STLD Steel Dynamics Inc.
+2.26%
+$959.08 
INTC Intel Corporation
+2.23%
+$99.16 
ORCL Oracle Corporation
+2.21%
+$1,281.94 
GLW Corning Incorporated
+2.11%
+$1,956.03 
NVDA NVIDIA Corporation
+2.04%
+$11,242.4 
ROK Rockwell Automation, Inc.
+2.03%
+$449.5 
NUE Nucor Corporation
+1.99%
+$926.88 
CIEN Ciena Corporation
+1.95%
+$81.34 
UNP Union Pacific Corporation
+1.95%
+$699.6 
ISCG iShares Morningstar Small-Cap Growth ETF
+1.33%
+$21,264.24 
GOOG Alphabet Inc
+1.32%
+$1,663.8 
GOOGL Alphabet Inc
+1.3%
+$4,038.81 
DOW Dow Inc.
+1.27%
+$284.9 
ILCG iShares Morningstar Growth ETF
+1.24%
+$34,730.85 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$20,880 
ETN Eaton Corporation plc
+1.21%
+$1,904.4 
IJH iShares Core S&P Mid-Cap ETF
+1.21%
+$135,960 
XLB Materials Select Sector SPDR Fund
+1.17%
+$2,052 
VONG Vanguard Russell 1000 Growth Fund
+1.17%
+$4,088.99 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.17%
+$11,049 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.15%
+$15,851.85 
QQQ Invesco QQQ Trust, Series 1
+1.12%
+$3,259.47 
VUG Vanguard Growth ETF
+1.1%
+$1,202.95 
MDT Medtronic plc
+1.09%
+$46.06 
MAR Marriott International Inc. - Class A
+1.05%
+$1,279.56 
HWM Howmet Aerospace Inc.
+1.03%
+$295.47 
VB Vanguard Small-Cap ETF
+1.02%
+$243.6 
IWM iShares Russell 2000 ETF
+1.01%
+$100,879.39 
EEM iShares MSCI Emerging Markets ETF
+0.99%
+$449,008 
KMI Kinder Morgan, Inc.
+0.98%
+$210 
CRWD CrowdStrike Holdings, Inc.
+0.98%
+$62.64 
NEE NextEra Energy, Inc.
+0.96%
+$302.95 
MGK Vanguard Mega Cap Growth ETF
+0.95%
+$4,506.48 
AMZN Amazon.com Inc
+0.94%
+$3,903.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.93%
+$208,878.85 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.92%
+$3,988.86 
XLI Industrial Select Sector SPDR Fund
+0.91%
+$10,010 
AEP American Electric Power Company, Inc.
+0.91%
+$888.35 
DIS The Walt Disney Company
+0.9%
+$91.5 
HRSK Toews Agility Shares Hedged Risk ETF
+0.86%
+$3,395.2 
WMB The Williams Companies, Inc.
+0.85%
+$1,257.88 
BX Blackstone Inc.
+0.81%
+$995.54 
EFA iShares MSCI EAFE ETF
+0.8%
+$93,142.5 
VT Vanguard Total World Stock ETF
+0.73%
+$764.6 
IBIT iShares Bitcoin Trust
+0.73%
+$1.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.87M 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$104,821.7 
AAPL Apple Inc.
+0.65%
+$8,583.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.64%
+$253,895.39 
VOO Vanguard S&P 500 ETF
+0.64%
+$2,309.13 
C Citigroup Inc.
+0.64%
+$825.39 
FE FirstEnergy Corp.
+0.61%
+$79.5 
UNH UnitedHealth Group Incorporated
+0.6%
+$1,300.64 
MRSK Toews Agility Shares Managed Risk ETF
+0.58%
+$30,899.57 
HD The Home Depot, Inc.
+0.5%
+$1,102.62 
META Meta Platforms Inc Class A
+0.48%
+$1,320.82 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$1,235 
DVN Devon Energy Corporation
+0.47%
+$142.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.43%
+$270 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.34%
+$4,117 
USB U.S. Bancorp
+0.34%
+$29.25 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$1,259.6 
MO Altria Group, Inc.
+0.31%
+$1,212.96 
MDLZ Mondelez International, Inc.
+0.31%
+$640.62 
MSFT Microsoft Corp.
+0.3%
+$3,198.6 
COF Capital One Financial Corporation
+0.28%
+$109.62 
JNK SPDR Bloomberg High Yield Bond ETF
+0.25%
+$78,281.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.24%
+$438,906 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
+0.23%
+$14,569.17 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.21%
+$82,005 
FALN iShares Fallen Angels USD Bond ETF
+0.21%
+$33,214.5 
DUK Duke Energy Corporation
+0.19%
+$4.08 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.19%
+$46,733.5 
BNDX Vanguard Total International Bond ETF
+0.19%
+$19.18 
XLC Communication Services Select Sector SPDR Fund
+0.17%
+$1,824 
BLK BlackRock, Inc.
+0.17%
+$127.09 
GEV GE Vernova Inc.
+0.17%
+$13.12 
VTV Vanguard Value ETF
+0.16%
+$124.1 
SPHY SPDR Portfolio High Yield Bond ETF
+0.16%
+$67,623.5 
DAL Delta Air Lines, Inc.
+0.13%
+$82.5 
BRK-B Berkshire Hathaway Inc.
+0.13%
+$49.12 
BA Boeing Company
+0.13%
+$49 
HONA Honeywell Aerospace Inc.
+0.12%
+$29.22 
PG Procter & Gamble Co
+0.11%
+$39.84 
CLOA iShares AAA CLO ETF
+0.1%
+$2,025 
NI NiSource Inc.
+0.09%
+$56.17 
MPC Marathon Petroleum Corporation
+0.07%
+$202.51 
WFC Wells Fargo & Company
+0.06%
+$6.75 
PAAA PGIM AAA CLO ETF
+0.05%
+$3,185.75 
MCD McDonald's Corporation
+0.04%
+$22.5 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$824.56 
SATS EchoStar Corporation
0%
$0 
THY Toews Agility Shares Dynamic Tactical Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 QQQ
QQQ
0%
$0 
STX Seagate Technology Holdings plc
-12.25%
-$35,453.16 
WDC Western Digital Corporation
-11.79%
-$21,769.44 
SNDK SanDisk Corporation
-2.71%
-$241.8 
SCHW Charles Schwab Corporation
-1.96%
-$1,930 
GILD Gilead Sciences Inc.
-1.74%
-$384 
MU Micron Technology, Inc.
-1.46%
-$176.55 
NFLX Netflix, Inc.
-1.29%
-$2,146.37 
ALB Albemarle Corporation
-1.28%
-$135 
BMY Bristol-Myers Squibb Company
-1.27%
-$134.16 
GLDM SPDR Gold MiniShares Trust
-1.15%
-$2.85 
INTU Intuit Inc.
-0.95%
-$440.1 
CPT Camden Property Trust
-0.94%
-$228.06 
AMGN Amgen Inc.
-0.92%
-$862.04 
VRTX Vertex Pharmaceuticals Incorporated
-0.89%
-$226.5 
KO The Coca-Cola Company
-0.78%
-$581.85 
LLY Eli Lilly and Company
-0.73%
-$874.64 
PM Philip Morris International Inc.
-0.59%
-$2,396.47 
JPM JPMorgan Chase & Co.
-0.51%
-$3,040.31 
UBER Uber Technologies, Inc.
-0.47%
-$48 
VTRS Viatris Inc.
-0.46%
-$40 
IHY VanEck International High Yield Bond ETF
-0.43%
-$1.44 
REGN Regeneron Pharmaceuticals, Inc.
-0.42%
-$215.6 
DHI D.R. Horton, Inc.
-0.38%
-$16.12 
LOW Lowe's Companies Inc.
-0.36%
-$122.85 
LMT Lockheed Martin Corporation
-0.32%
-$218.7 
PLTR Palantir Technologies Inc.
-0.28%
-$786.97 
CVX Chevron Corporation
-0.28%
-$244.53 
COP ConocoPhillips
-0.25%
-$468.8 
BAC Bank of America Corporation
-0.25%
-$783.67 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.25%
-$11.22 
ZBH Zimmer Biomet Holdings, Inc.
-0.23%
-$6.2 
T AT&T Inc.
-0.23%
-$41.25 
MRK Merck & Co., Inc.
-0.22%
-$242.42 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$2,924 
PEP PepsiCo, Inc.
-0.19%
-$101.76 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,944 
APA APA Corporation
-0.14%
-$6.9 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$6.1 
V Visa Inc. Class A
-0.13%
-$105.12 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$9,955.24 
WMT Walmart Inc.
-0.12%
-$426.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$5,462.73 
EQT EQT Corporation
-0.09%
-$15.75 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$8.58 
XOM Exxon Mobil Corporation
-0.08%
-$16.64 
XLE Energy Select Sector SPDR Fund
-0.07%
-$130.5 
BLV Vanguard Long-Term Bond ETF
-0.05%
-$1.77 
GEN Gen Digital Inc.
-0.02%
-$1.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1959 | Longs Won 1128/1959 57% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $255,854.73 | Best Trade (Aug 17) $39.29M | Sharpe Ratio 0.92 |
| Average Loss -$117,133.1 | Worst Trade (Oct 05) -$7.75M | Z-Score -13.21 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $97,639.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,974 | $1.15M | $1.32M | - | $171,358.92 | 14.9% | +0.654% |
| AEP American Electric Power Company, Inc. | 815 | $111,500.15 | $98,484.6 | - | -$13,015.55 | -11.67% | +0.91% |
| AGG iShares Core U.S. Aggregate Bond ETF | 52,026 | $5.15M | $4.91M | - | -$242,701.29 | -4.71% | -0.111% |
| ALB Albemarle Corporation | 100 | $13,503 | $10,368 | - | -$3,135 | -23.22% | -1.285% |
| AMAT Applied Materials, Inc. | 253 | $182,919 | $137,682.6 | - | -$45,236.4 | -24.73% | +2.815% |
| AMD Advanced Micro Devices, Inc. | 114 | $66,223.74 | $72,346.11 | - | $6,122.37 | 9.24% | +3.067% |
| AMGN Amgen Inc. | 230 | $83,287.6 | $92,810.06 | - | $9,522.46 | 11.43% | -0.92% |
| AMZN Amazon.com Inc | 1,668 | $397,551.12 | $417,950.76 | - | $20,399.64 | 5.13% | +0.943% |
| APA APA Corporation | 115 | $3,745.55 | $4,977.2 | - | $1,231.65 | 32.88% | -0.138% |
| AVGO Broadcom Inc. | 4,198 | $1.59M | $1.49M | - | -$97,729.44 | -6.16% | +3.152% |
| BA Boeing Company | 200 | $43,294 | $38,505 | - | -$4,789 | -11.06% | +0.127% |
| BAC Bank of America Corporation | 5,805 | $330,768.9 | $311,118.97 | - | -$19,649.93 | -5.94% | -0.251% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 61 | $4,678.7 | $4,434.09 | - | -$244.61 | -5.23% | -0.137% |
| BLK BlackRock, Inc. | 71 | $68,270.76 | $75,696.65 | - | $7,425.89 | 10.88% | +0.168% |
| BLV Vanguard Long-Term Bond ETF | 59 | $4,066.87 | $3,693.4 | - | -$373.47 | -9.18% | -0.048% |
| BMY Bristol-Myers Squibb Company | 172 | $9,910.64 | $10,436.96 | - | $526.32 | 5.31% | -1.269% |
| BND Vanguard Total Bond Market Index Fund | 117,126 | $8.6M | $8.2M | - | -$401,695.83 | -4.67% | -0.121% |
| BNDX Vanguard Total International Bond ETF | 220 | $10,654.6 | $10,312.98 | - | -$341.62 | -3.21% | +0.186% |
| BRK-B Berkshire Hathaway Inc. | 75 | $37,529.25 | $37,586.62 | - | $57.37 | 0.15% | +0.131% |
| BSV Vanguard Short-Term Bond ETF | 132 | $10,284.12 | $10,063.02 | - | -$221.1 | -2.15% | -0.085% |
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FAQ
Which stocks have generated the highest profits for Yu Jin Kim?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg High Yield Bond ETF - $62.73M, iShares iBoxx $ High Yield Corporate Bond ETF - $36.59M, Vanguard S&P 500 ETF - $34.26M, iShares Broad USD High Yield Corporate Bond ETF - $32.22M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $22.75M. 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: Schwab U.S. TIPS ETF - $417,347.64, VanEck Fallen Angel High Yield Bond ETF - $293,120.06, CME Group Inc - $249,039, International Paper Company - $247,888, and Verizon Communications Inc - $243,079.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yu Jin Kim's portfolio generate?
The portfolio generates substantial dividend income, with a total of $231.4M earned over time. The largest contributors to dividend income include SPDR Bloomberg High Yield Bond ETF - $68.34M, iShares iBoxx $ High Yield Corporate Bond ETF - $39.79M, iShares Broad USD High Yield Corporate Bond ETF - $29.08M, Vanguard FTSE Emerging Markets ETF - $12.13M, and Vanguard Total Bond Market Index Fund - $12.13M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yu Jin Kim's monthly returns?
Yu Jin Kim's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Yu Jin Kim's strategy be considered aggressive or moderate?
Yu Jin Kim'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 Yu Jin Kim's strategy?
Yu Jin Kim'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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