Mok Dae-gyun

CEO, KGCI Asset Management

· tracked since Jun 2026

Calls

Win Rate

100.0%

Return

+3.0%

Calls 1 2 Posts tracked · 0.7/day

Calls

7d 1

30d 1

90d 1

Best Calls

XLV long +3.0%

Worst Calls

No live losers yet

Most Mentioned

XLV ×1

KS ×1

Recent Calls

XLV long 2 days ago

KS long 2 days ago

Win Rate 100% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return +3.0% Long Return +3.0% Short Return -

Average Return

7d —

30d —

90d —

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

XLV Health C... Health Care Select ...

Long

Jun 26

$155.63

+3.0%

Pharma offers defensive rotation amid volatility.

US pharmaceutical stocks offer a defensive rotation opportunity. After being beaten down, they appear undervalued and can act as a volatility hedge when semiconductor names become overextended. If interest rates rise, pharma stocks benefit from the defensive tilt, and institutional investors have already been adding exposure and even buying call options on the sector as a portfolio buffer.

Healthcare

YOUTUBE

Showing 1 of 1 picks · sorted by mentions

Mok Dae-gyun has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: XLV, KS.