Calls
13
Lee Jung-woo
Manager, ETF Management Division, Timefolio Asset Management
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 24
$20.28
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The AI-driven electricity shortage keeps power equipment, nuclear, and renewables in focus. High oil and energy-security concerns strengthen the case for nuclear and renewables, and he says earnings estimates for these areas are being revised upward.
Thematic ETFs
Long
Apr 24
$118.69
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Semiconductor companies' strong profits should create a wealth effect in the second half through employee incentives, higher labor income, and stock gains, boosting consumption. Department stores and luxury/consumer stocks should benefit, with department stores a safer choice than chasing individual brands.
Thematic ETFs
Long
Apr 24
$85.79
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Semiconductor companies' strong profits should create a wealth effect in the second half through employee incentives, higher labor income, and stock gains, boosting consumption. Department stores and luxury/consumer stocks should benefit, with department stores a safer choice than chasing individual brands.
Thematic ETFs
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Lee Jung-woo has 13 trade ideas tracked on Buzzberg across 24 tickers since April 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
