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:
50.71%
Gain -1.53%
Monthly
1.33%
Yearly
17.21%
Drawdown
23.11%
$3.7B
Equity
Holdings
$3.7B
Investment
$2.9B
$1.81B
Profit -$48.43M
Realized
$1B
Unrealized
$807.48M
Dividends
$5.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.53%
Profit
-$48.43M
Win %
70%
This Week
Compared To Last Week
Gain
-4.22%
Profit
-$163.51M
Win %
70%
This Month
Compared to last month
Gain
-0.9%
Profit
-$33.53M
Win %
70%
This Year
Compared to last year
Gain
20.27%
Profit
$626.07M
Win %
71%
DMRA Damora Therapeutics, Inc.
+6.18%
+$1.74M 
INSP Inspire Medical Systems, Inc.
+4.15%
+$1.42M 
VYNE Vyne Therapeutics Inc.
+3.84%
+$26,749.45 
ENGN enGene Therapeutics Inc.
+3.02%
+$135,127.85 
ELV Elevance Health, Inc.
+2.6%
+$603,417.6 
ISRG Intuitive Surgical, Inc.
+2.12%
+$566,587.01 
NBIX Neurocrine Biosciences Inc.
+1.89%
+$2.11M 
ESTA Establishment Labs Holdings Inc.
+1.37%
+$588,772 
KIDS OrthoPediatrics Corp.
+1.22%
+$258,586.95 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+1.09%
+$2.56M 
CELC Celcuity Inc.
+0.92%
+$23,650.38 
AVAH Aveanna Healthcare Holdings Inc.
+0.88%
+$187,298.01 
GENB Generate Biomedicines, Inc.
+0.77%
+$373,312.6 
CLDX Celldex Therapeutics Inc.
+0.54%
+$257,655.58 
TMDX TransMedics Group Inc.
+0.53%
+$128,462.49 
IRTC Irhythm Technologies Inc.
+0.48%
+$326,452.72 
HNGE Hinge Health Inc.
+0.41%
+$516,568.66 
APGE Apogee Therapeutics Inc.
+0.16%
+$105,306.74 
BSX Boston Scientific Corporation
+0.14%
+$20,788.37 
PEN Penumbra Inc.
+0.04%
+$13,169 
02081GAD4
0%
$0 
04280AAC4
0%
$0 
40131MAD1
0%
$0 
64049MAB6
0%
$0 
759916AD1
0%
$0 
98937LAA3
0%
$0 
CNTA Centessa Pharmaceuticals plc American Depositary Receipt
0%
$0 
FULC Fulcrum Therapeutics Inc.
0%
$0 
HLXC Helix Acquisition Corp. III
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
SLNO Soleno Therapeutics, Inc.
0%
$0 
TARS Tarsus Pharmaceuticals Inc.
-5.7%
-$906,088.15 
CAI Caris Life Sciences, Inc.
-5.34%
-$7.05M 
VOR Vor Biopharma Inc.
-4.7%
-$396,757.9 
EOLS Evolus Inc.
-4.54%
-$807,354.34 
GH Guardant Health Inc.
-4.52%
-$3.52M 
GRAL Grail, Inc.
-4.36%
-$451,819.58 
CRVS Corvus Pharmaceuticals Inc.
-4.33%
-$1.13M 
HROW Harrow Inc.
-4.32%
-$315,434.56 
NKTR Nektar Therapeutics Inc.
-4.21%
-$639,151.87 
VERA Vera Therapeutics Inc.
-3.92%
-$790,974.24 
DNTH Dianthus Therapeutics Inc.
-3.91%
-$3.71M 
XFOR X4 Pharmaceuticals Inc.
-3.8%
-$474,578.33 
KRYS Krystal Biotech Inc.
-3.75%
-$2.43M 
GLUE Monte Rosa Therapeutics, Inc.
-3.4%
-$2.68M 
MBX MBX Biosciences, Inc.
-3.37%
-$3.16M 
RVTY Revvity Inc.
-3.27%
-$174,240 
LUNG Pulmonx Corporation
-3.21%
-$33,864.35 
MRVI Maravai Lifesciences Holdings Inc.
-3.04%
-$2.25M 
CDNA CareDx Inc.
-3%
-$2.59M 
ZURA Zura Bio Ltd.
-2.94%
-$638,238.24 
SRZN Surrozen, Inc.
-2.89%
-$251,523.5 
CLYM Climb Biotherapeutics, Inc.
-2.68%
-$520,089.5 
KYMR Kymera Therapeutics Inc.
-2.51%
-$982,296.69 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.42%
-$848,175 
ORIC Oric Pharmaceuticals Inc.
-2.42%
-$293,290.4 
IONS Ionis Pharmaceuticals, Inc.
-2.36%
-$168,157.67 
KNSA Kiniksa Pharmaceuticals International, plc
-2.31%
-$403,332.56 
ATEC Alphatec Holdings Inc.
-2.23%
-$412,817.75 
RVMD Revolution Medicines Inc.
-2.21%
-$348,939 
DRUG Bright Minds Biosciences Inc.
-2.15%
-$885,121.12 
KOD Kodiak Sciences Inc.
-2.15%
-$1.66M 
XENE Xenon Pharmaceuticals Inc.
-2.07%
-$1.89M 
PRAX Praxis Precision Medicines Inc.
-1.97%
-$61,800.32 
NEO NeoGenomics Inc.
-1.85%
-$1.52M 
EWTX Edgewise Therapeutics, Inc.
-1.76%
-$1.64M 
CMPX Compass Therapeutics Inc.
-1.46%
-$58,953.18 
SYRE Spyre Therapeutics, Inc.
-1.45%
-$1.35M 
ACAD Acadia Pharmaceuticals Inc.
-1.33%
-$840,207.66 
RGEN Repligen Corporation
-1.26%
-$87,875.48 
NRIX Nurix Therapeutics Inc.
-1.23%
-$498,968.31 
CGON CG Oncology, Inc.
-1.21%
-$856,761.21 
BIOA BioAge Labs, Inc.
-1.1%
-$300,146.75 
DHR Danaher Corporation
-0.97%
-$275,867.46 
ACRS Aclaris Therapeutics, Inc.
-0.97%
-$93,451.38 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$447,850.3 
TECX Tectonic Therapeutic Inc.
-0.81%
-$224,325.58 
DNLI Denali Therapeutics Inc.
-0.73%
-$50,375.08 
ARGX argenx SE American Depositary Receipt
-0.73%
-$531,716.44 
ILMN Illumina, Inc.
-0.66%
-$284,226.6 
TGTX TG Therapeutics, Inc.
-0.58%
-$114,816 
RYTM Rhythm Pharmaceuticals Inc.
-0.55%
-$183,270.52 
ACHC Acadia Healthcare Company, Inc.
-0.41%
-$90,426 
DYN Dyne Therapeutics Inc.
-0.38%
-$151,379.82 
BMRN Biomarin Pharmaceutical Inc.
-0.22%
-$64,612.6 
CVS CVS Health Corporation
-0.11%
-$34,884 
CNC Centene Corporation
-0.08%
-$18,150 
GKOS Glaukos Corporation
-0.08%
-$99,255.65 Events
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Dividends
Dividend Analysis
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| Trades 870 | Longs Won 428/870 49% | Profit Factor 2.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.92M |
| Average Win $6.95M | Best Trade (Mar 31) $294.48M | Sharpe Ratio -289.33 |
| Average Loss -$2.65M | Worst Trade (Jul 23) -$82.97M | Z-Score -2.2 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $2.08M |
| 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 | 1,399 | 1,259 | 1,119 | 979 | 839 | 699 | 559 | 420 | 280 | 140 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 - $119.81M, TransMedics Group Inc - $103.66M, 10806XAB8 - $93.37M, and Glaukos Corporation - $69.8M. 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, Outset Medical Inc - $39.48M, and Day One Biopharmaceuticals, Inc - $35.42M. 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 $5.13M earned over time. The largest contributors to dividend income include BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $1.87M, CVS Health Corporation - $860,177.5, Amgen Inc - $831,294, Thermo Fisher Scientific Inc - $427,565, and Danaher Corporation - $403,789.42. 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.
