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:
145.53%
Gain -0.05%
Monthly
0.71%
Yearly
8.89%
Drawdown
28.51%
$853.52M
Equity
Holdings
$853.52M
Investment
$724.69M
$204.55M
Profit -$91,919.2
Realized
$75.71M
Unrealized
$128.84M
Dividends
$227.64M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$91,919.2
Win %
64%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$91,919.2
Win %
64%
This Month
Compared to last month
Gain
1.99%
Profit
$16.64M
Win %
64%
This Year
Compared to last year
Gain
3.76%
Profit
$30.52M
Win %
63%
MPC Marathon Petroleum Corporation
+7.42%
+$14,930.99 
SATS EchoStar Corporation
+3.46%
+$2,200.31 
WMB The Williams Companies, Inc.
+2.06%
+$3,091.4 
MRK Merck & Co., Inc.
+1.82%
+$1,829.88 
FCX Freeport-McMoRan Inc.
+1.28%
+$1,525.46 
GOOGL Alphabet Inc
+0.91%
+$2,962.41 
WMT Walmart Inc.
+0.72%
+$2,879.55 
GEN Gen Digital Inc.
+0.41%
+$31.08 
BMY Bristol-Myers Squibb Company
+0.18%
+$20.64 
SNDK SanDisk Corporation
+0.1%
+$6 
EME EMCOR Group, Inc.
+0.1%
+$56.94 
ALB Albemarle Corporation
+0.08%
+$10 
CPT Camden Property Trust
+0.07%
+$20.16 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$15.5 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$19,321 
XLF Financial Select Sector SPDR Fund
+0.04%
+$432 
AMAT Applied Materials, Inc.
+0.03%
+$40.47 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$1.22 
AMD Advanced Micro Devices, Inc.
+0.03%
+$13.68 
MAR Marriott International Inc. - Class A
+0.02%
+$25.65 
T AT&T Inc.
+0.02%
+$3.75 
EQT EQT Corporation
+0.02%
+$3.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$6,681.44 
AEP American Electric Power Company, Inc.
+0.02%
+$16.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$3,188.99 
APA APA Corporation
+0.01%
+$0.57 
DUK Duke Energy Corporation
+0.01%
+$0.28 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$0.03 
NI NiSource Inc.
+0.01%
+$8.03 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$47 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$3,376 
ILCG iShares Morningstar Growth ETF
+0.01%
+$238.7 
IVV iShares Core S&P 500 ETF
+0.01%
+$21,341.4 
STLD Steel Dynamics Inc.
+0.01%
+$3.74 
AMGN Amgen Inc.
+0.01%
+$6.9 
VTV Vanguard Value ETF
+0.01%
+$5.47 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$0.66 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$1,611.5 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$772.5 
KEYS Keysight Technologies, Inc.
+0.01%
+$3.64 
KO The Coca-Cola Company
+0.01%
+$4.31 
QCOM QUALCOMM Incorporated
+0.01%
+$7.86 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$260.13 
CAT Caterpillar Inc.
+0.01%
+$2.84 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$1,701.78 
MCD McDonald's Corporation
0%
+$1.12 
BLK BlackRock, Inc.
0%
+$0.71 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
COP ConocoPhillips
0%
$0 
DOW Dow Inc.
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IHY VanEck International High Yield Bond ETF
0%
$0 
INTC Intel Corporation
0%
$0 
ISCG iShares Morningstar Small-Cap Growth ETF
0%
$0 
MRSK Toews Agility Shares Managed Risk ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
QQQ
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
THY Toews Agility Shares Dynamic Tactical Income ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VTRS Viatris Inc.
0%
$0 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
0%
$0 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
GLW Corning Incorporated
-4.78%
-$4,569.83 
DHI D.R. Horton, Inc.
-2.93%
-$137.02 
NVDA NVIDIA Corporation
-2.86%
-$15,332.74 
PM Philip Morris International Inc.
-1.88%
-$7,707.65 
MDLZ Mondelez International, Inc.
-1.73%
-$3,843.72 
AAPL Apple Inc.
-1.62%
-$20,148.18 
LRCX Lam Research Corporation
-1.59%
-$450.45 
FIX Comfort Systems USA, Inc.
-1.16%
-$985.5 
PEP PepsiCo, Inc.
-0.93%
-$546.96 
BA Boeing Company
-0.69%
-$326 
EFA iShares MSCI EAFE ETF
-0.5%
-$60,966 
VT Vanguard Total World Stock ETF
-0.2%
-$218.46 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.19%
-$2,775.9 
XOM Exxon Mobil Corporation
-0.06%
-$12.16 
AVGO Broadcom Inc.
-0.06%
-$986.61 
IBIT iShares Bitcoin Trust
-0.05%
-$0.08 
ORCL Oracle Corporation
-0.05%
-$33.68 
LLY Eli Lilly and Company
-0.05%
-$65.52 
COF Capital One Financial Corporation
-0.05%
-$22.33 
META Meta Platforms Inc Class A
-0.05%
-$108.01 
VB Vanguard Small-Cap ETF
-0.05%
-$11.62 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$435 
MO Altria Group, Inc.
-0.04%
-$144.4 
XLE Energy Select Sector SPDR Fund
-0.04%
-$58 
KMI Kinder Morgan, Inc.
-0.03%
-$7 
ZBH Zimmer Biomet Holdings, Inc.
-0.03%
-$0.93 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$4,623.2 
V Visa Inc. Class A
-0.03%
-$21.9 
NFLX Netflix, Inc.
-0.03%
-$49.06 
DVN Devon Energy Corporation
-0.02%
-$6.46 
GILD Gilead Sciences Inc.
-0.02%
-$4.5 
GOOG Alphabet Inc
-0.02%
-$30.08 
USB U.S. Bancorp
-0.02%
-$2.25 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$65 
CIEN Ciena Corporation
-0.02%
-$0.99 
DAL Delta Air Lines, Inc.
-0.02%
-$15 
INTU Intuit Inc.
-0.02%
-$11.41 
NUE Nucor Corporation
-0.02%
-$11.82 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$259.94 
GEV GE Vernova Inc.
-0.02%
-$1.6 
IWM iShares Russell 2000 ETF
-0.02%
-$2,154 
MSFT Microsoft Corp.
-0.02%
-$207.66 
STX Seagate Technology Holdings plc
-0.02%
-$48.97 
UNP Union Pacific Corporation
-0.02%
-$7.92 
PG Procter & Gamble Co
-0.02%
-$6.22 
WFC Wells Fargo & Company
-0.02%
-$2.25 
BAC Bank of America Corporation
-0.02%
-$58.05 
ROK Rockwell Automation, Inc.
-0.02%
-$3.5 
WDC Western Digital Corporation
-0.02%
-$27.92 
AMZN Amazon.com Inc
-0.01%
-$66.74 
BLV Vanguard Long-Term Bond ETF
-0.01%
-$0.59 
BX Blackstone Inc.
-0.01%
-$21.88 
REGN Regeneron Pharmaceuticals, Inc.
-0.01%
-$8.4 
VOO Vanguard S&P 500 ETF
-0.01%
-$56.34 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$0.72 
DIS The Walt Disney Company
-0.01%
-$1.5 
JPM JPMorgan Chase & Co.
-0.01%
-$89.93 
LOW Lowe's Companies Inc.
-0.01%
-$5.67 
UBER Uber Technologies, Inc.
-0.01%
-$1.5 
ON ON Semiconductor Corporation
-0.01%
-$0.6 
C Citigroup Inc.
-0.01%
-$15.29 
FE FirstEnergy Corp.
-0.01%
-$1.5 
MDT Medtronic plc
-0.01%
-$0.49 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$51.21 
VUG Vanguard Growth ETF
-0.01%
-$12.09 
DELL Dell Technologies Inc.
-0.01%
-$11.07 
SCHW Charles Schwab Corporation
-0.01%
-$10 
CSCO Cisco Systems, Inc.
-0.01%
-$19.13 
HD The Home Depot, Inc.
-0.01%
-$23.46 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$34.97 
PLTR Palantir Technologies Inc.
-0.01%
-$14.7 
RCL Royal Caribbean Group
-0.01%
-$4.06 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$85.91 
CVX Chevron Corporation
-0.01%
-$4.29 
LMT Lockheed Martin Corporation
-0.01%
-$4.05 
UNH UnitedHealth Group Incorporated
-0.01%
-$11.95 
HRSK Toews Agility Shares Hedged Risk ETF
0%
-$15.68 
XLB Materials Select Sector SPDR Fund
0%
-$7.56 
ETN Eaton Corporation plc
0%
-$3.59 
QQQ Invesco QQQ Trust, Series 1
0%
-$5.89 
MU Micron Technology, Inc.
0%
-$0.11 Events
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Dividends
Dividend Analysis
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| Trades 1959 | Longs Won 1153/1959 58% | Profit Factor 3.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.24M |
| Average Win $249,948.01 | Best Trade (Aug 11) $38.62M | Sharpe Ratio 0.92 |
| Average Loss -$103,769.52 | Worst Trade (Jun 29) -$7.24M | Z-Score -11.77 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $104,416.45 |
| 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 | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
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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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 - $62.54M, iShares iBoxx $ High Yield Corporate Bond ETF - $36.45M, Vanguard S&P 500 ETF - $34.25M, iShares Broad USD High Yield Corporate Bond ETF - $29.98M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $22.69M. 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 $227.64M earned over time. The largest contributors to dividend income include SPDR Bloomberg High Yield Bond ETF - $68.16M, iShares iBoxx $ High Yield Corporate Bond ETF - $39.65M, iShares Broad USD High Yield Corporate Bond ETF - $26.84M, Vanguard Total Bond Market Index Fund - $12.1M, and Vanguard FTSE Emerging Markets ETF - $12.06M. 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.
