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:
26.94%
Gain -1.04%
Monthly
1.08%
Yearly
13.79%
Drawdown
14.08%
$200.13M
Equity
Holdings
$200.13M
Investment
$178.13M
$93.76M
Profit -$1.85M
Realized
$71.75M
Unrealized
$22M
Dividends
$11.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.04%
Profit
-$1.85M
Win %
70%
This Week
Compared To Last Week
Gain
1.24%
Profit
$2.45M
Win %
70%
This Month
Compared to last month
Gain
1.24%
Profit
$2.45M
Win %
70%
This Year
Compared to last year
Gain
7.25%
Profit
$13.52M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$268,615.53 
GOOG Alphabet Inc
+6.88%
+$111,427.47 
GOOGL Alphabet Inc
+6.73%
+$31,435.53 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$77,949.85 
BIDU Baidu Inc.
+3.38%
+$35,755.5 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$67,765.43 
MSFT Microsoft Corp.
+3.02%
+$54,874.94 
NVDA NVIDIA Corporation
+2.93%
+$37,480.49 
OIH VanEck Oil Services ETF
+2.39%
+$16,541.18 
CVX Chevron Corporation
+2.35%
+$29,113.32 
CSCO Cisco Systems, Inc.
+2.14%
+$43,045.02 
SHEL Shell plc
+1.62%
+$19,545.12 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$36,312.5 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$6,208.63 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$22,809.4 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$7,502.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,624.56 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,232.02 
CCD Calamos Dynamic Convertible and Income Fund
+1.25%
+$12,844.77 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$16,758.45 
TNL Travel + Leisure Co.
+1.13%
+$13,474.15 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6,401.86 
BG Bunge Global S.A.
+1.1%
+$5,336 
VUG Vanguard Growth ETF
+1.1%
+$10,116.54 
IGD Voya Global Equity Dividend Fund
+1.08%
+$2,318.05 
XLE Energy Select Sector SPDR Fund
+1%
+$13,998.93 
IVES Amplify Bloomberg AI Value Chain ETF
+0.98%
+$7,011.57 
III Information Services Group Inc.
+0.97%
+$938.6 
AROC Archrock Inc.
+0.96%
+$15,920.5 
CMBT CMB.TECH NV
+0.94%
+$2,260.5 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$11,170.96 
WMB The Williams Companies, Inc.
+0.89%
+$2,293.2 
MLPA Global X MLP ETF
+0.87%
+$2,231.95 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$20,144.85 
CALM Cal-Maine Foods Inc.
+0.8%
+$8,238.98 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$12,567.9 
TSLA Tesla, Inc.
+0.76%
+$2,529.9 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,318.64 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.76%
+$2,745.6 
STT State Street Corp
+0.73%
+$10,962.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,013.19 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$1,017.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,300.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,700.91 
UTG Reaves Utility Income Fund
+0.65%
+$1,362.5 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$8,350.69 
BANX ArrowMark Financial Corp.
+0.64%
+$6,154.85 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$10,023.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,196.5 
MO Altria Group, Inc.
+0.57%
+$8,067.54 
HIO Western Asset High Income Opportunity Fund Inc.
+0.57%
+$1,063.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$23,745.6 
VALE Vale S.A.
+0.47%
+$2,800 
OHI Omega Healthcare Investors Inc.
+0.46%
+$6,212.99 
HPI John Hancock Preferred Income Fund
+0.44%
+$813.41 
BRSP BrightSpire Capital Inc.
+0.4%
+$2,351.26 
PFE Pfizer Inc.
+0.4%
+$4,719.5 
BAC Bank of America Corporation
+0.36%
+$1,598.96 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$8,416.8 
RIV RiverNorth Opportunities Fund, Inc.
+0.35%
+$6,741.04 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,288.58 
EWZ iShares MSCI Brazil ETF
+0.33%
+$2,392.92 
SFL SFL Corporation Ltd.
+0.33%
+$5,338.52 
MRK Merck & Co., Inc.
+0.32%
+$4,131.67 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$2,774.24 
SMH VanEck Semiconductor ETF
+0.3%
+$932.37 
JPM JPMorgan Chase & Co.
+0.27%
+$846 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$1,321.5 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$3,612.56 
SO The Southern Company
+0.21%
+$3,174.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,007.5 
JNJ Johnson & Johnson
+0.21%
+$1,205.75 
THRV Prospera Income ETF
+0.12%
+$775.32 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$510.21 
WMT Walmart Inc.
+0.09%
+$592.91 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$1,001.7 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$162.25 
AEP American Electric Power Company, Inc.
+0.06%
+$679.14 
BKLN Invesco Senior Loan ETF
+0.05%
+$184 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$381.02 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$4,319.82 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$222.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$614.06 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FCT First Trust Senior Floating Rate Income Fund II
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
ORLA Orla Mining Ltd.
0%
$0 
RSF RiverNorth Capital and Income Fund, Inc.
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
TRN Trinity Industries Inc.
-8.97%
-$120,526.56 
SPRY Ars Pharmaceuticals Inc
-8.88%
-$10,000 
AAPL Apple Inc.
-7.35%
-$225,657.56 
VEEE Twin Vee Powercats Co
-7%
-$5,940 
FGNX FG Nexus Inc.
-4.86%
-$51,097 
TSN Tyson Foods Inc.
-4.43%
-$53,296.97 
SIRI Sirius XM Holdings Inc.
-4.36%
-$57,766.5 
SA Seabridge Gold Inc.
-3.98%
-$80,960.48 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$32,576.26 
AU AngloGold Ashanti plc
-3.66%
-$14,297.5 
EXK Endeavour Silver Corp.
-3.22%
-$3,750 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$26,207.4 
ABBV AbbVie Inc.
-2.51%
-$31,528.31 
XLB Materials Select Sector SPDR Fund
-2.34%
-$15,587.22 
DNP DNP Select Income Fund Inc.
-1.74%
-$21,785.59 
DRI Darden Restaurants, Inc.
-1.64%
-$18,211.08 
PAG Penske Automotive Group Inc.
-1.5%
-$19,413.9 
OIA Invesco Municipal Income Opportunities Trust
-1.47%
-$3,806.37 
IAU iShares Gold Trust
-1.46%
-$2,942.52 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$2,783.31 
CLX The Clorox Company
-1.24%
-$10,892.4 
NU Nu Holdings Ltd.
-1.1%
-$1,600 
MFIC MidCap Financial Investment Corporation
-1.03%
-$1,865 
HTO SJW Group
-1.03%
-$13,033.6 
KO The Coca-Cola Company
-1.02%
-$2,637.9 
UPS United Parcel Service, Inc.
-1%
-$11,335.8 
XOM Exxon Mobil Corporation
-0.97%
-$2,602.53 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.95%
-$8,574.28 
SKT Tanger Factory Outlet Centers, Inc.
-0.83%
-$5,537.24 
FE FirstEnergy Corp.
-0.82%
-$9,568.8 
IPAR Inter Parfums, Inc.
-0.81%
-$10,846.68 
ALV Autoliv, Inc.
-0.8%
-$7,922.97 
CPA Copa Holdings S.A.
-0.71%
-$8,693.07 
VPU Vanguard Utilities ETF
-0.71%
-$3,128 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$2,440 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$14,143.44 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.68%
-$3,718.4 
AQST Aquestive Therapeutics Inc.
-0.67%
-$13,829.52 
DUK Duke Energy Corporation
-0.67%
-$1,588.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$11,128.1 
WPC W. P. Carey Inc.
-0.65%
-$6,285.63 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,948.4 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$9,055 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$1,638 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$17,077.82 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.58%
-$1,253 
PRU Prudential Financial, Inc.
-0.56%
-$6,157.54 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$3,875.31 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$13,613.36 
PMM Putnam Managed Municipal Income Trust
-0.48%
-$567 
MSD Morgan Stanley Emerging Markets Debt Fund
-0.41%
-$7,696.14 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,613 
ARCC Ares Capital Corporation
-0.37%
-$2,636.83 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.34%
-$242 
VVR Invesco Senior Income Trust
-0.34%
-$828.55 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$819.6 
TFC Truist Financial Corporation
-0.33%
-$1,041.75 
NCV Virtus Convertible & Income Fund
-0.3%
-$576.25 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
-0.29%
-$2,321.2 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,658.78 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,147.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$868.86 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$250 
JRS Nuveen Real Estate Income Fund
-0.23%
-$1,345.08 
VB Vanguard Small-Cap ETF
-0.22%
-$633.58 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$7,570.92 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,304.27 
PFM Invesco Dividend Achievers ETF
-0.21%
-$8,442.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$5,430.06 
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$834.26 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.19%
-$228.62 
EPD Enterprise Products Partners L.P.
-0.18%
-$490.01 
ACI Albertsons Companies, Inc.
-0.17%
-$1,079.96 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$333.59 
LNT Alliant Energy Corporation
-0.15%
-$1,788.49 
CHH Choice Hotels International Inc.
-0.15%
-$359.89 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$850.56 
IXUS iShares Core International Stock ETF
-0.15%
-$738.22 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$12,507.36 
HPF John Hancock Preferred Income Fund II
-0.13%
-$1,115.2 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.12%
-$898 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,932.56 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$334.74 
HYI Western Asset High Yield Defined Opportunity Fund Inc.
-0.1%
-$441.05 
PGX Invesco Preferred ETF
-0.09%
-$365.51 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$366.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$280.96 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$339.65 
FXI iShares China Large-Cap ETF
-0.06%
-$409.7 
VO Vanguard Mid-Cap ETF
-0.05%
-$275.52 
V Visa Inc. Class A
-0.04%
-$128.09 
ILF iShares Latin America 40 ETF
-0.03%
-$176.87 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,151.75 Events
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Dividends
Dividend Analysis
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| Trades 1167 | Longs Won 636/1167 54% | Profit Factor 5.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $179,889.6 | Best Trade (Jun 29) $37.68M | Sharpe Ratio -12.18 |
| Average Loss -$38,601.71 | Worst Trade (Mar 30) -$1.34M | Z-Score 3.11 (99.81%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $80,341.58 |
| 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% | 0.04% | 0.78% | 10.12% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
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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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 $11.01M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $692,567.19, iShares 1-3 Year Treasury Bond ETF - $551,304.02, iShares 3-7 Year Treasury Bond ETF - $516,356.99, Calamos Convertible Opportunities and Income Fund - $261,227.08, and RiverNorth Opportunities Fund, Inc - $225,596.87. 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.
