Lee Larson Portfolio
Invests via Everstar Asset Management, LLC | Managed by Lee Larson, Matt Sauer
Invests via Everstar Asset Management, LLC
Managed by Lee Larson, Matt Sauer
Automatically Tracked
Lee Larson Profile
Seasoned investor and operations executive focused on growth-stage technology and SaaS companies. Lee Larson brings operating leadership across product, GTM and finance functions with experience scaling teams, managing M&A execution and building repeatable revenue models. Known for board and investor roles, strategic capital raises and hands-on portfolio support. Works with growth equity and venture funds to optimize unit economics, customer retention and commercial go-to-market playbooks.
Seasoned investor and operations executive focused on growth-stage technology and SaaS companies. Lee Larson brings operating leadership across product, GTM and finance functions with experience scaling teams, managing M&A execution and building repeatable revenue models. Known for board and investor roles, strategic capital raises and hands-on portfolio support. Works with growth equity and venture funds to optimize unit economics, customer retention and commercial go-to-market playbooks.
Investment Philosophy & Strategy
Prioritizes growth-stage technology and SaaS investments where operational leverage can accelerate scale. Prefers deals with clear unit-economics improvement paths, high retention, and repeatable revenue models. Combines active board-level partnership and hands-on GTM/product interventions to de-risk commercialization and drive margin expansion. Capital allocation favors minority growth-equity positions with follow-on reserve for topline acceleration; time horizon is multi-year, focused on operational KPIs, disciplined go/no-go triggers, and M&A or strategic exit readiness.
Prioritizes growth-stage technology and SaaS investments where operational leverage can accelerate scale. Prefers deals with clear unit-economics improvement paths, high retention, and repeatable revenue models. Combines active board-level partnership and hands-on GTM/product interventions to de-risk commercialization and drive margin expansion. Capital allocation favors minority growth-equity positions with follow-on reserve for topline acceleration; time horizon is multi-year, focused on operational KPIs, disciplined go/no-go triggers, and M&A or strategic exit readiness.
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:
11.27%
Gain -0.01%
Monthly
0.52%
Yearly
6.46%
Drawdown
12.44%
$197.45M
Equity
Holdings
$197.45M
Investment
$181.73M
$28.84M
Profit -$7,792.5
Realized
$10.78M
Unrealized
$18.06M
Dividends
$9.8M
Goals
Avg. 12% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$7,792.5
Win %
66%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$7,792.5
Win %
66%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.18M
Win %
66%
This Year
Compared to last year
Gain
-15.11%
Profit
-$30.71M
Win %
64%
EXK Endeavour Silver Corp.
+6.05%
+$7,350 
SA Seabridge Gold Inc.
+3.89%
+$79,447.28 
AU AngloGold Ashanti plc
+3.75%
+$14,820 
TSN Tyson Foods Inc.
+3.22%
+$35,465.27 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$28,381.48 
NTR Nutrien Ltd.
+3.14%
+$23,494.3 
ORLA Orla Mining Ltd.
+2.8%
+$3,318.76 
SFL SFL Corporation Ltd.
+2.68%
+$40,038.9 
JPM JPMorgan Chase & Co.
+2.31%
+$6,507.01 
VALE Vale S.A.
+2.28%
+$14,000 
HSBC HSBC Holdings plc Sponsored ADR
+2.15%
+$26,354.25 
CHH Choice Hotels International Inc.
+2%
+$4,551.55 
TFC Truist Financial Corporation
+1.93%
+$6,005.44 
XLB Materials Select Sector SPDR Fund
+1.87%
+$12,366.72 
CPA Copa Holdings S.A.
+1.87%
+$22,378.23 
PRU Prudential Financial, Inc.
+1.87%
+$17,758.76 
TSLA Tesla, Inc.
+1.82%
+$7,804.16 
SPRY Ars Pharmaceuticals Inc
+1.77%
+$3,400 
SMH VanEck Semiconductor ETF
+1.73%
+$6,011.73 
STT State Street Corp
+1.69%
+$22,743.1 
RIV RiverNorth Opportunities Fund, Inc.
+1.67%
+$32,019.94 
SKT Tanger Factory Outlet Centers, Inc.
+1.63%
+$10,585.9 
IPAR Inter Parfums, Inc.
+1.63%
+$17,333.42 
UTG Reaves Utility Income Fund
+1.59%
+$3,488 
BAC Bank of America Corporation
+1.56%
+$6,250.48 
TRN Trinity Industries Inc.
+1.55%
+$20,739.96 
BG Bunge Global S.A.
+1.51%
+$8,694 
AROC Archrock Inc.
+1.5%
+$25,285.5 
WPC W. P. Carey Inc.
+1.5%
+$14,797.35 
XLF Financial Select Sector SPDR Fund
+1.37%
+$35,190.72 
ABBV AbbVie Inc.
+1.32%
+$14,424.08 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.25%
+$2,596 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+1.21%
+$9,865.1 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$29,458.8 
ILF iShares Latin America 40 ETF
+1.19%
+$7,251.67 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$8,040 
VPU Vanguard Utilities ETF
+1.15%
+$5,037 
FUTY Fidelity MSCI Utilities Index ETF
+1.14%
+$3,965 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$3,765.06 
TEI Templeton Emerging Markets Income Fund
+1.09%
+$875 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$21,899.57 
FXI iShares China Large-Cap ETF
+1.09%
+$7,784.3 
OHI Omega Healthcare Investors Inc.
+1.08%
+$13,236.37 
JNJ Johnson & Johnson
+1.07%
+$5,778.5 
V Visa Inc. Class A
+1.05%
+$3,056.12 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$8,454 
SFBS ServisFirst Bancshares Inc.
+1.02%
+$8,223.64 
ARCC Ares Capital Corporation
+1%
+$7,157.11 
VO Vanguard Mid-Cap ETF
+0.97%
+$5,303.74 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$31,678.96 
EWZ iShares MSCI Brazil ETF
+0.83%
+$5,782.85 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$3,572.4 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$4,899.75 
NU Nu Holdings Ltd.
+0.83%
+$1,000 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.81%
+$12,127.88 
SO The Southern Company
+0.78%
+$11,585.83 
FE FirstEnergy Corp.
+0.77%
+$8,611.9 
CCD Calamos Dynamic Convertible and Income Fund
+0.77%
+$8,001.66 
PBR Petrobras S.A. Sponsored ADR
+0.77%
+$3,751.16 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$3,656.25 
CVX Chevron Corporation
+0.75%
+$9,017.34 
XLE Energy Select Sector SPDR Fund
+0.75%
+$10,202.61 
HTO SJW Group
+0.74%
+$8,553.32 
MO Altria Group, Inc.
+0.74%
+$10,963.58 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$1,017.3 
TNL Travel + Leisure Co.
+0.72%
+$8,401.56 
VB Vanguard Small-Cap ETF
+0.7%
+$1,977.59 
LNT Alliant Energy Corporation
+0.68%
+$7,966.91 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$17,827.15 
WMB The Williams Companies, Inc.
+0.64%
+$1,674.41 
DUK Duke Energy Corporation
+0.63%
+$1,474.98 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$14,309.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,173.6 
AEP American Electric Power Company, Inc.
+0.58%
+$7,276.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$2,317.92 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
+0.57%
+$4,041 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$25,214.4 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$9,551.68 
HIO Western Asset High Income Opportunity Fund Inc.
+0.56%
+$1,063.6 
EWU iShares MSCI United Kingdom ETF
+0.55%
+$3,731.78 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,435.62 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,504.23 
OIH VanEck Oil Services ETF
+0.54%
+$4,218.2 
GOOGL Alphabet Inc
+0.53%
+$2,672.09 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$1,084.2 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$8,254.96 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$6,153.14 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.48%
+$1,747.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$1,168 
PFM Invesco Dividend Achievers ETF
+0.45%
+$17,588.5 
GOOG Alphabet Inc
+0.45%
+$7,761.6 
WMT Walmart Inc.
+0.45%
+$3,201.67 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,627.69 
IXUS iShares Core International Stock ETF
+0.43%
+$2,161.93 
FCT First Trust Senior Floating Rate Income Fund II
+0.42%
+$1,621.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,616.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$10,256.78 
RSF RiverNorth Capital and Income Fund, Inc.
+0.39%
+$1,824.91 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.39%
+$1,338.96 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$856.69 
BRSP BrightSpire Capital Inc.
+0.36%
+$2,351.26 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.35%
+$375 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$5,682.48 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,091.5 
IGD Voya Global Equity Dividend Fund
+0.32%
+$662.3 
DRI Darden Restaurants, Inc.
+0.3%
+$3,384.36 
XOM Exxon Mobil Corporation
+0.28%
+$697.38 
DNP DNP Select Income Fund Inc.
+0.28%
+$3,439.83 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.27%
+$2,338.44 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$5,494.5 
JRS Nuveen Real Estate Income Fund
+0.23%
+$1,345.08 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$842.4 
VUG Vanguard Growth ETF
+0.18%
+$1,631.7 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$850.35 
PMM Putnam Managed Municipal Income Trust
+0.16%
+$189 
NVDA NVIDIA Corporation
+0.16%
+$2,100.48 
PFE Pfizer Inc.
+0.15%
+$1,887.8 
ACI Albertsons Companies, Inc.
+0.13%
+$1,079.96 
HPI John Hancock Preferred Income Fund
+0.12%
+$232.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$673.88 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$1,708.85 
KO The Coca-Cola Company
+0.11%
+$263.79 
MSFT Microsoft Corp.
+0.1%
+$1,611.56 
SGOL abrdn Physical Gold Shares ETF
+0.1%
+$195.31 
IAU iShares Gold Trust
+0.08%
+$156.24 
ENB Enbridge Inc.
+0.07%
+$296.8 
HPF John Hancock Preferred Income Fund II
+0.06%
+$557.6 
IVES Amplify Bloomberg AI Value Chain ETF
+0.05%
+$400.66 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$445.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$4,319.82 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$239.04 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$285.76 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$410.19 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$614.06 
CIG Companhia Energética de Minas Gerais S.A. ADR
0%
$0 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
0%
$0 
EURN Euronav NV
0%
$0 
HYI Western Asset High Yield Defined Opportunity Fund Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
MSD Morgan Stanley Emerging Markets Debt Fund
0%
$0 
NCV
0%
$0 
SIRI
0%
$0 
VEEE Twin Vee Powercats Co
-13.17%
-$5,805 
CALM Cal-Maine Foods Inc.
-2.22%
-$20,832.92 
III Information Services Group Inc.
-1.64%
-$1,642.55 
AAPL Apple Inc.
-1.52%
-$41,413.5 
CLX The Clorox Company
-1.51%
-$13,433.96 
MRK Merck & Co., Inc.
-1.42%
-$17,231.64 
AMZN Amazon.com Inc
-1.23%
-$22,037.13 
AINV Apollo Investment Corp
-1.07%
-$2,051.5 
MSGE Madison Square Garden Entertainment Corp.
-1.05%
-$1,950 
AQST Aquestive Therapeutics Inc.
-0.95%
-$22,127.24 
FGNX FG Nexus Inc.
-0.93%
-$8,286 
MLPA Global X MLP ETF
-0.93%
-$2,277.5 
OIA Invesco Municipal Income Opportunities Trust
-0.82%
-$2,114.65 
CSCO Cisco Systems, Inc.
-0.6%
-$12,931.26 
CHI Calamos Convertible Opportunities and Income Fund
-0.55%
-$7,820.61 
ALV Autoliv, Inc.
-0.52%
-$5,362.01 
UPS United Parcel Service, Inc.
-0.51%
-$5,937.82 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$10,281.25 
NAD Nuveen Quality Municipal Income Fund
-0.42%
-$5,008.5 
KWEB KraneShares CSI China Internet ETF
-0.3%
-$4,243.6 
BIDU Baidu Inc.
-0.29%
-$3,349 
JPC Nuveen Preferred & Income Opportunities Fund
-0.26%
-$1,321.5 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.24%
-$537 
SHEL Shell plc
-0.22%
-$2,526.24 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$801.86 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$4,929.61 
VVR Invesco Senior Income Trust
-0.17%
-$414.27 
BANX ArrowMark Financial Corp.
-0.15%
-$1,420.35 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$543.6 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$10,943.94 
AWF AllianceBernstein Global High Income Fund Inc.
-0.1%
-$417.13 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.09%
-$114.31 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$239.05 
PGX Invesco Preferred ETF
-0.09%
-$365.51 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$234 
EPD Enterprise Products Partners L.P.
-0.08%
-$210 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$372.12 
BKLN Invesco Senior Loan ETF
-0.05%
-$184 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.05%
-$265.6 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$391.71 
PAG Penske Automotive Group Inc.
-0.03%
-$352.94 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$135.86 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$2,302.58 
THRV Prospera Income ETF
-0.01%
-$80.11 Events
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Dividends
Dividend Analysis
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| Trades 1167 | Longs Won 548/1167 46% | Profit Factor 3.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,766.22 |
| Average Win $72,014.34 | Best Trade (Jun 30) $9.56M | Sharpe Ratio -17.23 |
| Average Loss -$17,203.9 | Worst Trade (Feb 12) -$612,365.25 | Z-Score -1.05 (70.61%) |
| Commissions $0 | Avg. Trade Length 7m 6d | Expectancy $24,710.83 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
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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Option values are updated at end of day.
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