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:
22.83%
Gain -0.07%
Monthly
0.86%
Yearly
10.83%
Drawdown
14.08%
$193.74M
Equity
Holdings
$193.74M
Investment
$178.13M
$87.52M
Profit -$113,348.08
Realized
$71.91M
Unrealized
$15.61M
Dividends
$11.79M
Goals
Avg. 89% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$113,348.08
Win %
58%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$1.85M
Win %
58%
This Month
Compared to last month
Gain
-3.17%
Profit
-$6.34M
Win %
58%
This Year
Compared to last year
Gain
3.91%
Profit
$7.28M
Win %
57%
ORLA Orla Mining Ltd.
+5.65%
+$5,779.22 
PMM Putnam Managed Municipal Income Trust
+3.01%
+$3,118.5 
NU Nu Holdings Ltd.
+2.75%
+$3,400 
CIG Companhia Energética de Minas Gerais S.A. ADR
+2.68%
+$30,720.14 
III Information Services Group Inc.
+2.39%
+$3,050.45 
GOOG Alphabet Inc
+2.37%
+$38,856.46 
NAD Nuveen Quality Municipal Income Fund
+2.37%
+$23,539.95 
EWZ iShares MSCI Brazil ETF
+2.28%
+$16,551.03 
GOOGL Alphabet Inc
+2.21%
+$10,534.47 
AAPL Apple Inc.
+1.83%
+$55,586.21 
PBR Petrobras S.A. Sponsored ADR
+1.65%
+$9,109.96 
MSFT Microsoft Corp.
+1.63%
+$33,501.18 
OIA Invesco Municipal Income Opportunities Trust
+1.62%
+$3,848.66 
NVDA NVIDIA Corporation
+1.56%
+$23,203.74 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+1.37%
+$847 
VALE Vale S.A.
+1.35%
+$7,200 
AROC Archrock Inc.
+1.3%
+$18,261.75 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+1.26%
+$1,314.57 
AMZN Amazon.com Inc
+1.25%
+$23,005.05 
XLK State Street Technology Select Sector SPDR ETF
+1.16%
+$44,928.62 
XOM Exxon Mobil Corporation
+1.1%
+$3,027.78 
NMZ Nuveen Municipal High Income Opportunity Fund
+1.07%
+$3,180.03 
ILF iShares Latin America 40 ETF
+1.05%
+$6,367.32 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
+0.94%
+$1,879.5 
MHD BlackRock MuniHoldings Fund Inc.
+0.88%
+$2,106 
VVR Invesco Senior Income Trust
+0.87%
+$2,071.37 
VUG Vanguard Growth ETF
+0.81%
+$7,940.94 
JPC Nuveen Preferred & Income Opportunities Fund
+0.81%
+$3,634.12 
BIDU Baidu Inc.
+0.8%
+$6,796.5 
SIRI Sirius XM Holdings Inc.
+0.8%
+$8,771.95 
CSCO Cisco Systems, Inc.
+0.78%
+$14,702.62 
KWEB KraneShares CSI China Internet ETF
+0.72%
+$9,282.87 
SMH VanEck Semiconductor ETF
+0.71%
+$2,476.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.65%
+$3,959.05 
JRS Nuveen Real Estate Income Fund
+0.61%
+$3,026.43 
HIO Western Asset High Income Opportunity Fund Inc.
+0.61%
+$1,063.6 
IWF iShares Russell 1000 Growth ETF
+0.6%
+$4,502.92 
CCD Calamos Dynamic Convertible and Income Fund
+0.6%
+$5,685.39 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.59%
+$2,441.8 
IUSG iShares Core S&P U.S. Growth ETF
+0.54%
+$1,369.39 
FXI iShares China Large-Cap ETF
+0.46%
+$3,175.18 
RSF RiverNorth Capital and Income Fund, Inc.
+0.42%
+$1,920.96 
THRV Prospera Income ETF
+0.41%
+$2,455.09 
XLC Communication Services Select Sector SPDR Fund
+0.41%
+$9,953.12 
BABA Alibaba Group Holding Limited SP ADR
+0.4%
+$5,718.07 
SFL SFL Corporation Ltd.
+0.38%
+$6,673.15 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.36%
+$934.4 
HPI John Hancock Preferred Income Fund
+0.36%
+$581 
HTO SJW Group
+0.32%
+$4,073 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.32%
+$312.5 
ACI Albertsons Companies, Inc.
+0.3%
+$1,889.93 
VBK Vanguard Small-Cap Growth ETF
+0.3%
+$1,839.06 
SPY SPDR S&P 500 ETF Trust
+0.29%
+$823.74 
IVV iShares Core S&P 500 ETF
+0.28%
+$1,785 
HYI Western Asset High Yield Defined Opportunity Fund Inc.
+0.25%
+$1,102.62 
SCHX Schwab U.S. Large-Cap ETF
+0.25%
+$3,296.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.25%
+$938.08 
SCHB Schwab U.S. Broad Market ETF
+0.24%
+$4,127.48 
CVX Chevron Corporation
+0.24%
+$3,123.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$10,526.4 
FCT First Trust Senior Floating Rate Income Fund II
+0.21%
+$810.9 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.19%
+$257.72 
DUK Duke Energy Corporation
+0.1%
+$208.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.09%
+$351.2 
XLE Energy Select Sector SPDR Fund
+0.07%
+$949.08 
ICSH iShares Short Treasury Bond ETF
+0.05%
+$169.22 
CWB SPDR Bloomberg Convertible Securities ETF
+0.05%
+$1,169 
SHEL Shell plc
+0.04%
+$531.84 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$2,878.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$135.86 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$190.51 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$205.09 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$307.03 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
UTG Reaves Utility Income Fund
0%
$0 
FGNX FG Nexus Inc.
-16.8%
-$174,006 
BRSP BrightSpire Capital Inc.
-4.59%
-$21,749.15 
VEEE Twin Vee Powercats Co
-4.57%
-$4,133.7 
TRN Trinity Industries Inc.
-3.52%
-$36,784.08 
TNL Travel + Leisure Co.
-2.97%
-$30,118.8 
IPAR Inter Parfums, Inc.
-2.96%
-$36,261.9 
MO Altria Group, Inc.
-2.12%
-$30,201.56 
MRK Merck & Co., Inc.
-2.05%
-$30,835.62 
SPRY Ars Pharmaceuticals Inc
-2.02%
-$1,778 
DNP DNP Select Income Fund Inc.
-1.93%
-$21,785.59 
EXK Endeavour Silver Corp.
-1.89%
-$2,475 
WMT Walmart Inc.
-1.84%
-$11,680.13 
MSD Morgan Stanley Emerging Markets Debt Fund
-1.72%
-$30,784.56 
BANX ArrowMark Financial Corp.
-1.67%
-$16,097.3 
CALM Cal-Maine Foods Inc.
-1.63%
-$13,182.4 
HSBC HSBC Holdings plc Sponsored ADR
-1.39%
-$18,921 
WPC W. P. Carey Inc.
-1.39%
-$11,981.92 
V Visa Inc. Class A
-1.38%
-$4,611.6 
GDXJ VanEck Junior Gold Miners ETF
-1.36%
-$14,012.25 
CHH Choice Hotels International Inc.
-1.33%
-$2,942.63 
STT State Street Corp
-1.33%
-$19,348.06 
RIV RiverNorth Opportunities Fund, Inc.
-1.29%
-$22,751.01 
SKT Tanger Factory Outlet Centers, Inc.
-1.26%
-$7,165.84 
PRU Prudential Financial, Inc.
-1.23%
-$12,672.06 
LNT Alliant Energy Corporation
-1.18%
-$12,356.84 
WMB The Williams Companies, Inc.
-1.17%
-$2,912 
CPA Copa Holdings S.A.
-1.17%
-$13,340.88 
XLP Consumer Staples Select Sector SPDR Fund
-1.14%
-$30,306.15 
MLPA Global X MLP ETF
-1.09%
-$2,664.68 
IGD Voya Global Equity Dividend Fund
-1.03%
-$2,152.47 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-1.01%
-$5,049.06 
XLV Health Care Select Sector SPDR Fund
-1%
-$30,106.26 
EEM iShares MSCI Emerging Markets ETF
-0.98%
-$16,587.25 
SA Seabridge Gold Inc.
-0.92%
-$20,050.96 
XLF Financial Select Sector SPDR Fund
-0.89%
-$23,460.48 
XLI Industrial Select Sector SPDR Fund
-0.87%
-$20,561.64 
JNJ Johnson & Johnson
-0.87%
-$5,278 
EPD Enterprise Products Partners L.P.
-0.85%
-$2,135 
JPM JPMorgan Chase & Co.
-0.84%
-$2,527.47 
TEI Templeton Emerging Markets Income Fund
-0.81%
-$625 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.76%
-$6,235.84 
MFIC MidCap Financial Investment Corporation
-0.73%
-$1,212.25 
BAC Bank of America Corporation
-0.72%
-$2,870.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$11,992.4 
BG Bunge Global S.A.
-0.7%
-$3,496 
KO The Coca-Cola Company
-0.69%
-$1,758.6 
ARCC Ares Capital Corporation
-0.67%
-$4,855.53 
ALV Autoliv, Inc.
-0.66%
-$5,962.24 
IXUS iShares Core International Stock ETF
-0.62%
-$3,111.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.58%
-$15,083.5 
IAU iShares Gold Trust
-0.57%
-$1,158.78 
SGOL abrdn Physical Gold Shares ETF
-0.57%
-$1,098.67 
EWU iShares MSCI United Kingdom ETF
-0.54%
-$3,660.01 
AU AngloGold Ashanti plc
-0.53%
-$2,375 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.52%
-$7,565.73 
IEFA iShares Core MSCI EAFE ETF
-0.5%
-$2,269.8 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
-0.48%
-$3,481.83 
VOT Vanguard Mid-Cap Growth ETF
-0.47%
-$2,266.89 
VO Vanguard Mid-Cap ETF
-0.47%
-$2,548.57 
PGX Invesco Preferred ETF
-0.45%
-$1,644.8 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.43%
-$1,007.42 
XLU Utilities Select Sector SPDR Fund
-0.4%
-$7,299.84 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.4%
-$1,497.6 
CHI Calamos Convertible Opportunities and Income Fund
-0.39%
-$5,027.53 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.39%
-$1,580.79 
XLB Materials Select Sector SPDR Fund
-0.39%
-$2,447.58 
FUTY Fidelity MSCI Utilities Index ETF
-0.37%
-$1,159 
PFM Invesco Dividend Achievers ETF
-0.36%
-$14,056.73 
SFBS ServisFirst Bancshares Inc.
-0.35%
-$5,548.56 
DRI Darden Restaurants, Inc.
-0.33%
-$3,491.8 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.33%
-$2,245 
AQST Aquestive Therapeutics Inc.
-0.32%
-$8,297.72 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.32%
-$567.87 
VPU Vanguard Utilities ETF
-0.31%
-$1,219 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.3%
-$1,727.25 
SO The Southern Company
-0.28%
-$3,650.33 
UL Unilever PLC Sponsored American Depositary Receipt
-0.27%
-$2,324.85 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.27%
-$1,145 
OIH VanEck Oil Services ETF
-0.26%
-$1,823.58 
HPF John Hancock Preferred Income Fund II
-0.26%
-$1,951.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.25%
-$1,382.16 
UPS United Parcel Service, Inc.
-0.24%
-$2,483.08 
PAG Penske Automotive Group Inc.
-0.24%
-$2,882.67 
NCV Virtus Convertible & Income Fund
-0.23%
-$403.37 
TSN Tyson Foods Inc.
-0.2%
-$1,981.3 
OHI Omega Healthcare Investors Inc.
-0.19%
-$2,431.17 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.18%
-$1,762.69 
SCHA Schwab U.S. Small-Cap ETF
-0.18%
-$1,206 
FE FirstEnergy Corp.
-0.17%
-$1,794.15 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.17%
-$368.34 
BND Vanguard Total Bond Market Index Fund
-0.16%
-$694.6 
JEPI JPMorgan Equity Premium Income Fund
-0.16%
-$610.38 
CMBT CMB.TECH NV
-0.16%
-$452.1 
AWF AllianceBernstein Global High Income Fund Inc.
-0.15%
-$625.7 
ABBV AbbVie Inc.
-0.15%
-$1,900.52 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.13%
-$1,224.3 
VB Vanguard Small-Cap ETF
-0.13%
-$364.9 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.13%
-$2,564.1 
TSLA Tesla, Inc.
-0.12%
-$471.68 
SCHM Schwab U.S. Mid-Cap ETF
-0.1%
-$337.89 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$8,598.81 
PFF iShares Preferred and Income Securities ETF
-0.09%
-$425.18 
CLX The Clorox Company
-0.07%
-$544.62 
PFE Pfizer Inc.
-0.07%
-$943.9 
AEP American Electric Power Company, Inc.
-0.03%
-$388.08 
BKLN Invesco Senior Loan ETF
-0.02%
-$92 
TFC Truist Financial Corporation
-0.01%
-$30.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
-0.01%
-$719.97 Events
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Dividends
Dividend Analysis
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| Trades 1167 | Longs Won 586/1167 50% | Profit Factor 4.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $189,816.77 | Best Trade (Jun 29) $37.68M | Sharpe Ratio -12.18 |
| Average Loss -$40,810.08 | Worst Trade (Mar 30) -$1.34M | Z-Score -0.12 (9.28%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $74,997.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 1.25% | 12.62% |
| Consecutive Losing Trades | 4,739 | 4,265 | 3,791 | 3,318 | 2,844 | 2,370 | 1,896 | 1,422 | 948 | 474 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,203 | $2.33M | $3.09M | - | $758,734.36 | 32.59% | +1.834% |
| ABBV AbbVie Inc. | 4,873 | $928,082.76 | $1.28M | - | $353,028.89 | 38.04% | -0.148% |
| ACI Albertsons Companies, Inc. | 53,998 | $929,761.13 | $630,426.65 | - | -$299,334.48 | -32.19% | +0.301% |
| AEP American Electric Power Company, Inc. | 9,702 | $1.03M | $1.16M | - | $131,951.98 | 12.87% | -0.034% |
| ALV Autoliv, Inc. | 8,003 | $849,174.47 | $898,696.88 | - | $49,522.41 | 5.83% | -0.659% |
| AMZN Amazon.com Inc | 7,445 | $1.46M | $1.86M | - | $394,781.96 | 26.95% | +1.253% |
| AQST Aquestive Therapeutics Inc. | 553,181 | $2.01M | $2.58M | - | $568,988.57 | 28.36% | -0.321% |
| ARCC Ares Capital Corporation | 37,669 | $827,211.43 | $724,416.31 | - | -$102,795.12 | -12.43% | -0.666% |
| AROC Archrock Inc. | 46,825 | $1.45M | $1.42M | - | -$22,586.5 | -1.56% | +1.3% |
| AU AngloGold Ashanti plc | 4,750 | $334,067.77 | $447,117.5 | - | $113,049.73 | 33.84% | -0.528% |
| AWF AllianceBernstein Global High Income Fund Inc. | 41,713 | $453,201.07 | $405,658.92 | - | -$47,542.15 | -10.49% | -0.154% |
| BABA Alibaba Group Holding Limited SP ADR | 13,145 | $1.6M | $1.42M | - | -$174,103.36 | -10.91% | +0.404% |
| BAC Bank of America Corporation | 7,268 | $334,789.25 | $396,578.42 | - | $61,789.17 | 18.46% | -0.719% |
| BANX ArrowMark Financial Corp. | 47,345 | $993,948.25 | $947,373.45 | - | -$46,574.8 | -4.69% | -1.671% |
| BG Bunge Global S.A. | 4,600 | $409,768 | $493,948 | - | $84,180 | 20.54% | -0.703% |
| BIDU Baidu Inc. | 9,850 | $1.18M | $860,890 | - | -$322,066.6 | -27.23% | +0.796% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 143,994 | $13.2M | $13.2M | - | -$4,960.19 | -0.04% | -0.005% |
| BKLN Invesco Senior Loan ETF | 18,400 | $384,928 | $376,372 | - | -$8,556 | -2.22% | -0.024% |
| BND Vanguard Total Bond Market Index Fund | 6,040 | $444,846 | $423,494.6 | - | -$21,351.4 | -4.8% | -0.164% |
| BRSP BrightSpire Capital Inc. | 117,563 | $625,029.72 | $452,029.73 | - | -$172,999.99 | -27.68% | -4.591% |
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FAQ
Which stocks have generated the highest profits for Lee Larson?
The largest contributions to the portfolio's profits come from the following stocks: Netflix, Inc - $37.68M, Meta Platforms Inc Class A - $9.65M, GE Vernova Inc - $9.49M, Verisign Inc - $9.48M, and BlackRock, Inc - $3.51M. 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: FG Nexus Inc - $1.72M, Intuit Inc - $1.33M, EOG Resources, Inc - $1.15M, Builders FirstSource, Inc - $892,526.25, and ProShares Ultra Bloomberg Natural Gas - $835,105.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lee Larson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.79M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $732,885.51, iShares 1-3 Year Treasury Bond ETF - $579,401.11, iShares 3-7 Year Treasury Bond ETF - $545,358.43, Calamos Convertible Opportunities and Income Fund - $282,454.46, and RiverNorth Opportunities Fund, Inc - $269,615.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lee Larson's monthly returns?
Lee Larson's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Lee Larson's strategy be considered aggressive or moderate?
Lee Larson's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lee Larson's strategy?
Lee Larson's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
