KJ
Ken Joseph Portfolio
Invests via Braidwel LLP | Managed by Alex Karnal, Brian Kreiter
Invests via Braidwel LLP
Managed by Alex Karnal, Brian Kreiter
Automatically Tracked
Ken Joseph Profile
Ken Joseph is a seasoned operating executive with extensive experience in the financial technology sector. His career trajectory includes significant leadership roles where he successfully scaled organizations and drove product innovations that enhanced market competitiveness. Recognized for his adeptness in navigating complex regulatory environments, he has effectively guided companies through transformative growth phases while fostering strong stakeholder relationships. Ken's deep understanding of both technical developments and business strategy positions him as a pivotal figure in enhancing operational efficiencies and executing growth initiatives within the capital markets landscape.
Ken Joseph is a seasoned operating executive with extensive experience in the financial technology sector. His career trajectory includes significant leadership roles where he successfully scaled organizations and drove product innovations that enhanced market competitiveness. Recognized for his adeptness in navigating complex regulatory environments, he has effectively guided companies through transformative growth phases while fostering strong stakeholder relationships. Ken's deep understanding of both technical developments and business strategy positions him as a pivotal figure in enhancing operational efficiencies and executing growth initiatives within the capital markets landscape.
Investment Philosophy & Strategy
Innovation in the financial technology arena remains pivotal, and Ken Joseph exemplifies a leadership approach that champions transformative growth. Drawing from his extensive operating experience, he focuses on strategic scalability while prioritizing cutting-edge product development to enhance market presence. His ability to blend technical acumen with sharp business insights fosters an environment where operational efficiency thrives alongside competitive innovation. By forging robust relationships with stakeholders, Ken ensures that organizational growth aligns seamlessly with evolving market dynamics, positioning ventures for sustainable success.
Innovation in the financial technology arena remains pivotal, and Ken Joseph exemplifies a leadership approach that champions transformative growth. Drawing from his extensive operating experience, he focuses on strategic scalability while prioritizing cutting-edge product development to enhance market presence. His ability to blend technical acumen with sharp business insights fosters an environment where operational efficiency thrives alongside competitive innovation. By forging robust relationships with stakeholders, Ken ensures that organizational growth aligns seamlessly with evolving market dynamics, positioning ventures for sustainable success.
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:
64.5%
Gain -0.16%
Monthly
1.49%
Yearly
19.42%
Drawdown
23.28%
$2.99B
Equity
Holdings
$2.99B
Investment
$2.33B
$2.09B
Profit -$4.63M
Realized
$1.43B
Unrealized
$663.58M
Dividends
$5.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$4.63M
Win %
74%
This Week
Compared To Last Week
Gain
-2.21%
Profit
-$67.67M
Win %
74%
This Month
Compared to last month
Gain
-2.01%
Profit
-$61.47M
Win %
74%
This Year
Compared to last year
Gain
9.27%
Profit
$255.11M
Win %
75%
CYCN Cyclerion Therapeutics Inc.
+6.42%
+$45,498.1 
ZURA Zura Bio Ltd.
+3.79%
+$855,763.43 
TENX Tenax Therapeutics Inc.
+3.51%
+$37,986.78 
TMDX TransMedics Group Inc.
+3.07%
+$1.58M 
HUM Humana Inc.
+2.84%
+$1.31M 
NKTR Nektar Therapeutics Inc.
+2.41%
+$831,434.64 
ANL Adlai Nortye Ltd. ADR
+2.27%
+$250,492.41 
ELV Elevance Health, Inc.
+2.19%
+$480,783.6 
GLUE Monte Rosa Therapeutics, Inc.
+2.11%
+$735,468.6 
ORKA Oruka Therapeutics, Inc.
+1.82%
+$464,533.88 
MBX MBX Biosciences, Inc.
+1.79%
+$774,859.2 
ACHC Acadia Healthcare Company, Inc.
+1.62%
+$513,664.65 
DNTH Dianthus Therapeutics Inc.
+1.57%
+$992,918.54 
ATEC Alphatec Holdings Inc.
+1.42%
+$849,087.07 
OVID Ovid Therapeutics Inc.
+1.15%
+$184,095.33 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+1.11%
+$1.31M 
AVAH Aveanna Healthcare Holdings Inc.
+1.1%
+$444,440.37 
GENB Generate Biomedicines, Inc.
+1.03%
+$550,043.87 
GKOS Glaukos Corporation
+0.82%
+$870,132.69 
IRTC Irhythm Technologies Inc.
+0.78%
+$623,119.13 
IMCR Immunocore Holdings plc American Depositary Receipt
+0.75%
+$145,971.56 
NEO NeoGenomics Inc.
+0.75%
+$639,366.26 
CRVS Corvus Pharmaceuticals Inc.
+0.74%
+$223,261.29 
SYRE Spyre Therapeutics, Inc.
+0.63%
+$481,859.97 
TMO Thermo Fisher Scientific Inc.
+0.49%
+$269,080.74 
NBIX Neurocrine Biosciences Inc.
+0.49%
+$260,532.52 
ARGX argenx SE American Depositary Receipt
+0.46%
+$85,790.41 
XENE Xenon Pharmaceuticals Inc.
+0.37%
+$248,919.44 
KRYS Krystal Biotech Inc.
+0.3%
+$143,162.25 
KYMR Kymera Therapeutics Inc.
+0.26%
+$117,230.53 
COAG Hemab Therapeutics Holdings, Inc.
+0.25%
+$17,600 
BIOA BioAge Labs, Inc.
+0.22%
+$22,315.59 
KNSA Kiniksa Pharmaceuticals International, plc
+0.13%
+$19,301.31 
AVLN Avalyn Pharma Inc.
+0.1%
+$28,048.83 
SRZN Surrozen, Inc.
+0.07%
+$5,861.3 
KOD Kodiak Sciences Inc.
+0.01%
+$8,936.59 
VERA Vera Therapeutics Inc.
0%
$0 
VYNE Vyne Therapeutics Inc.
0%
$0 
HLXC Helix Acquisition Corp. III
0%
$0 OCS
OCS
0%
$0 
JATT JATT II Acquisition Corp
0%
$0 7599
759916AD1
0%
$0 6404
64049MAB6
0%
$0 0208
02081GAD4
0%
$0 
RACC Research Alliance Corporation III
-28.71%
-$2.27M 
IONS Ionis Pharmaceuticals, Inc.
-5.09%
-$364,297.44 
IMUX Immunic, Inc.
-4.57%
-$419,256.5 
KARD Kardigan, Inc.
-4.29%
-$282,000 
QURE uniQure N.V.
-3.31%
-$461,557.73 
MAZE Maze Therapeutics Inc.
-3%
-$914,426.08 
HNGE Hinge Health Inc.
-2.73%
-$3.34M 
DRUG Bright Minds Biosciences Inc.
-2.69%
-$924,100.02 
AVTX Avalo Therapeutics Inc.
-2.46%
-$776,305.22 
RGEN Repligen Corporation
-2.4%
-$736,736 
BSX Boston Scientific Corporation
-2.36%
-$669,826.38 
CLYM Climb Biotherapeutics, Inc.
-2.13%
-$895,160 
SPTX Seaport Therapeutics, Inc.
-2.08%
-$259,200 
AMAN Amanat Acquisition Corp
-1.97%
-$147,000 
CDNA CareDx Inc.
-1.92%
-$1.16M 
ORIC Oric Pharmaceuticals Inc.
-1.87%
-$297,562.3 
TECX Tectonic Therapeutic Inc.
-1.75%
-$316,357 
GH Guardant Health Inc.
-1.5%
-$360,399.16 
ACAD Acadia Pharmaceuticals Inc.
-1.49%
-$709,762.61 
NRIX Nurix Therapeutics Inc.
-1.3%
-$431,067.61 
VOR Vor Biopharma Inc.
-1.28%
-$181,330.11 
CAI Caris Life Sciences, Inc.
-1.21%
-$2.48M 
DYN Dyne Therapeutics Inc.
-1.19%
-$276,479.4 
DMRA Damora Therapeutics, Inc.
-1.19%
-$541,367.96 
KIDS OrthoPediatrics Corp.
-1.01%
-$253,085.1 
INSP Inspire Medical Systems, Inc.
-0.97%
-$413,317.7 
GHRS GH Research plc
-0.82%
-$47,665.2 
ACRS Aclaris Therapeutics, Inc.
-0.81%
-$107,117.4 
EOLS Evolus Inc.
-0.78%
-$222,442.23 
MRVI Maravai Lifesciences Holdings Inc.
-0.74%
-$478,660.66 
ISRG Intuitive Surgical, Inc.
-0.71%
-$186,564.42 
MNKD MannKind Corporation
-0.6%
-$84,039.82 
DHR Danaher Corporation
-0.54%
-$171,714.78 
RYTM Rhythm Pharmaceuticals Inc.
-0.42%
-$167,696.32 
ALMR Alamar Biosciences, Inc.
-0.39%
-$129,535.97 
XFOR X4 Pharmaceuticals Inc.
-0.37%
-$43,841.31 
DGX Quest Diagnostics Inc.
-0.3%
-$31,320 
EWTX Edgewise Therapeutics, Inc.
-0.25%
-$209,681.33 
CLDX Celldex Therapeutics Inc.
-0.25%
-$42,398.33 
LUNG Pulmonx Corporation
-0.22%
-$3,762.7 
WAT Waters Corporation
-0.13%
-$7,300.8 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.12%
-$31,068.6 Events
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Dividends
Dividend Analysis
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| Trades 951 | Longs Won 533/951 56% | Profit Factor 2.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $12.7M |
| Average Win $6.09M | Best Trade (Mar 31) $294.48M | Sharpe Ratio -28 |
| Average Loss -$2.76M | Worst Trade (Mar 30) -$40M | Z-Score -0.73 (53.3%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $2.2M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 1,082 | 974 | 866 | 758 | 649 | 541 | 433 | 325 | 216 | 108 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0208 02081GAD4 | 69.12M | $70.57M | $71.1M | - | $534,000 | 0.76% | 0.0 |
| 6404 64049MAB6 | 18.01M | $14.15M | $14.36M | - | $216,016.88 | 1.53% | 0.0 |
| 7599 759916AD1 | 16M | $16.31M | $16.4M | - | $88,500 | 0.54% | 0.0 |
| ACAD Acadia Pharmaceuticals Inc. | 1.65M | $35.54M | $46.92M | - | $11.38M | 32.03% | -1.49% |
| ACHC Acadia Healthcare Company, Inc. | 1.14M | $29.74M | $32.19M | - | $2.45M | 8.23% | +1.622% |
| ACRS Aclaris Therapeutics, Inc. | 2.14M | $8.6M | $13.13M | - | $4.54M | 52.76% | -0.809% |
| ALMR Alamar Biosciences, Inc. | 1.08M | $29.37M | $32.92M | - | $3.56M | 12.11% | -0.392% |
| AMAN Amanat Acquisition Corp | 700,000 | $7.11M | $7.31M | - | $196,000 | 2.76% | -1.972% |
| ANL Adlai Nortye Ltd. ADR | 795,214 | $8.43M | $11.27M | - | $2.84M | 33.68% | +2.274% |
| ARGX argenx SE American Depositary Receipt | 17,707 | $12.93M | $18.77M | - | $5.84M | 45.19% | +0.459% |
| ATEC Alphatec Holdings Inc. | 6.53M | $61.34M | $60.87M | - | -$469,112.18 | -0.76% | +1.415% |
| AVAH Aveanna Healthcare Holdings Inc. | 3.07M | $20.42M | $40.9M | - | $20.48M | 100.31% | +1.098% |
| AVLN Avalyn Pharma Inc. | 801,395 | $23.22M | $28.54M | - | $5.32M | 22.9% | +0.098% |
| AVTX Avalo Therapeutics Inc. | 1.63M | $30.11M | $30.73M | - | $624,791.63 | 2.08% | -2.464% |
| BIOA BioAge Labs, Inc. | 1.03M | $18.07M | $10.07M | - | -$7.99M | -44.24% | +0.222% |
| BSX Boston Scientific Corporation | 587,567 | $32.03M | $27.75M | - | -$4.28M | -13.36% | -2.357% |
| BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 | 596,753 | $75.32M | $119.88M | - | $44.57M | 59.17% | +1.107% |
| CAI Caris Life Sciences, Inc. | 8.26M | $216.83M | $202.27M | - | -$14.55M | -6.71% | -1.21% |
| CDNA CareDx Inc. | 1.22M | $19.41M | $59.38M | - | $39.98M | 206.01% | -1.915% |
| CLDX Celldex Therapeutics Inc. | 436,646 | $11.86M | $17.2M | - | $5.34M | 45% | -0.246% |
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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 Ken Joseph?
The largest contributions to the portfolio's profits come from the following stocks: 457669AA7 - $333.46M, 40131MAD1 - $159.23M, TransMedics Group Inc - $103.66M, 10806XAB8 - $93.37M, and Guardant Health Inc - $83.4M. 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: Nevro Corp - $59.82M, Viking Therapeutics Inc - $56.71M, Legend Biotech Corporation American Depositary Shares - $48.69M, Soleno Therapeutics, Inc - $42.53M, and Outset Medical Inc - $39.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ken Joseph's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.29M earned over time. The largest contributors to dividend income include BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $2.37M, CVS Health Corporation - $860,177.5, Amgen Inc - $831,294, Danaher Corporation - $399,987.04, and Thermo Fisher Scientific Inc - $393,744.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ken Joseph's monthly returns?
Ken Joseph's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ken Joseph's strategy be considered aggressive or moderate?
Ken Joseph's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ken Joseph's strategy?
Ken Joseph's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
