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:
75.78%
Gain +0.58%
Monthly
1.39%
Yearly
18.05%
Drawdown
23.29%
$2.95B
Equity
Holdings
$2.95B
Investment
$2.33B
$2.05B
Profit +$18.34M
Realized
$1.43B
Unrealized
$621.43M
Dividends
$5.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$18.34M
Win %
59%
This Week
Compared To Last Week
Gain
0.63%
Profit
$18.34M
Win %
59%
This Month
Compared to last month
Gain
-1.1%
Profit
-$32.73M
Win %
59%
This Year
Compared to last year
Gain
7.73%
Profit
$212.96M
Win %
67%
ORKA Oruka Therapeutics, Inc.
+14.95%
+$3.33M 
AVLN Avalyn Pharma Inc.
+7.16%
+$1.49M 
ZURA Zura Bio Limited
+5.51%
+$736,354.57 
GHRS GH Research PLC
+5.09%
+$190,515.73 
COAG Hemab Therapeutics Holdings, Inc.
+4.78%
+$262,928 
SYRE Spyre Therapeutics, Inc.
+4.07%
+$3.24M 
KOD Kodiak Sciences Inc.
+3.97%
+$6.21M 
MRVI Maravai LifeSciences Holdings, Inc. Class A Common Stock
+3.52%
+$2.25M 
DNTH Dianthus Therapeutics Inc.
+3.36%
+$1.53M 
SRZN Surrozen, Inc.
+2.81%
+$280,130.83 
SPTX Seaport Therapeutics, Inc.
+2.74%
+$282,450 
GH Guardant Health, Inc.
+2.28%
+$570,819.28 
KYMR Kymera Therapeutics Inc.
+2.21%
+$926,499.35 
DMRA Damora Therapeutics, Inc.
+1.69%
+$575,881.99 
MBX MBX Biosciences, Inc.
+1.67%
+$575,812.8 
RGEN Repligen Corporation
+1.67%
+$522,445 
EOLS Evolus Inc.
+1.64%
+$362,849.03 
MAZE Maze Therapeutics, Inc.
+1.5%
+$530,118.6 
NEO NeoGenomics, Inc.
+1.39%
+$1.13M 
ANL Adlai Nortye Group Ltd. American Depositary Shares
+1.37%
+$115,306.03 
CAI Caris Life Sciences, Inc. Common Stock
+1.19%
+$3.14M 
ACRS Aclaris Therapeutics, Inc.
+1.07%
+$85,693.92 
TMDX TransMedics Group, Inc.
+0.88%
+$378,023.3 
IONS Ionis Pharmaceuticals, Inc.
+0.81%
+$40,866.7 
XENE Xenon Pharmaceuticals Inc.
+0.76%
+$305,492.04 
TECX Tectonic Therapeutic, Inc.
+0.75%
+$89,535 
CLDX Celldex Therapeutics Inc.
+0.72%
+$91,695.66 
DYN Dyne Therapeutics, Inc.
+0.7%
+$101,375.78 
NKTR Nektar Therapeutics
+0.65%
+$113,668.08 
WAT Waters Corporation
+0.63%
+$40,013.86 
MNKD MannKind Corporation
+0.63%
+$69,168.58 
NBIX Neurocrine Biosciences, Inc.
+0.61%
+$290,956 
DHR Danaher Corp.
+0.55%
+$189,790.02 
IMCR Immunocore Holdings plc ADR
+0.53%
+$86,018.96 
EWTX Edgewise Therapeutics Inc.
+0.48%
+$379,423.35 
DGX Quest Diagnostics Incorporated
+0.48%
+$50,112 
TMO Thermo Fisher Scientific Inc.
+0.46%
+$277,123.61 
RYTM Rhythm Pharmaceuticals, Inc.
+0.43%
+$144,828.64 
GKOS Glaukos Corp.
+0.35%
+$366,994.74 
ALMR Alamar Biosciences Inc.
+0.34%
+$113,818.21 
LUNG Pulmonx Corporation
+0.27%
+$3,762.7 
OVID Ovid Therapeutics Inc.
+0.23%
+$29,597.32 
RACC Research Alliance Corporation III Class A Ordinary Shares
+0.2%
+$8,000 
GENB Generate Biomedicines, Inc.
+0.16%
+$65,676.88 
KRYS Krystal Biotech, Inc.
+0.14%
+$56,749 
NTRA Natera, Inc.
+0.07%
+$23,055 
ISRG Intuitive Surgical Inc.
+0.03%
+$9,117.81 
CRVS Corvus Pharmaceuticals Inc.
0%
$0 
CYCN Korsana Biosciences, Inc. Common Stock
0%
$0 
HLXC Helix Acquisition Corp. III Common Stock
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 
ORIC Oric Pharmaceuticals, Inc.
-26.42%
-$4.23M 
CLYM Climb Bio Inc.
-9.32%
-$2.66M 
KNSA Kiniksa Pharmaceuticals International, plc Class A Ordinary Shares
-5.25%
-$740,802.66 
TENX Tenax Therapeutics, Inc.
-3.49%
-$35,064.72 
GLUE Monte Rosa Therapeutics, Inc.
-3.18%
-$845,788.89 
IMUX Immunic, Inc.
-3.17%
-$151,577.35 
BIOA BioAge Labs, Inc.
-2.58%
-$135,753.15 
KIDS OrthoPediatrics Corp.
-2.42%
-$651,749.15 
ELV Elevance Health, Inc.
-2.08%
-$494,543.4 
VYNE Vyne Therapeutics Inc.
-1.68%
-$6,046.11 
XFOR X4 Pharmaceuticals, Inc.
-1.39%
-$131,523.93 
QURE uniQure N.V.
-1.34%
-$90,495.6 
ATEC Alphatec Holdings, Inc.
-1.22%
-$883,050.55 
AVAH Aveanna Healthcare Holdings Inc.
-1.01%
-$413,789.31 
VOR Vor Biopharma Inc.
-0.9%
-$94,562.16 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-0.71%
-$835,394.52 
BSX Boston Scientific Corp.
-0.64%
-$170,394.43 
KARD Kardigan Inc.
-0.55%
-$21,000 
HUM Humana Inc.
-0.51%
-$246,173.86 
AMAN Amanat Acquisition Corp Class A Ordinary Shares
-0.49%
-$35,000 
ACHC Acadia Healthcare Company, Inc.
-0.36%
-$131,269.86 
ACAD Acadia Pharmaceuticals Inc.
-0.33%
-$107,015.93 
INSP Inspire Medical Systems, Inc.
-0.29%
-$142,289.7 
AVTX Avalo Therapeutics, Inc.
-0.29%
-$32,583.64 
VERA Vera Therapeutics, Inc. Class A Common Stock
-0.21%
-$33,883.44 
HNGE Hinge Health, Inc. Class A Common Stock
-0.17%
-$252,724.13 
NRIX Nurix Therapeutics, Inc.
-0.14%
-$45,036.92 
IRTC iRhythm Holdings, Inc.
-0.09%
-$70,725.72 
CDNA CareDx, Inc.
-0.09%
-$73,236.12 
ARGX argenx SE American Depositary Receipt
-0.04%
-$6,906.08 
DRUG Bright Minds Biosciences Inc.
-0.02%
-$4,838.22 Events
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Dividends
Dividend Analysis
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No Data
| Trades 951 | Longs Won 511/951 53% | Profit Factor 2.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.31M |
| Average Win $6.43M | Best Trade (Mar 31) $294.48M | Sharpe Ratio -28 |
| Average Loss -$2.82M | Worst Trade (Mar 30) -$40M | Z-Score -1.39 (83.95%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $2.15M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 1,046 | 941 | 837 | 732 | 628 | 523 | 418 | 314 | 209 | 105 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0208 02081GAD4 | 69.12M | $70.57M | $66.18M | - | -$4.39M | -6.22% | 0.0 |
| 6404 64049MAB6 | 18.01M | $14.15M | $16.89M | - | $2.74M | 19.35% | 0.0 |
| 7599 759916AD1 | 16M | $16.31M | $16.45M | - | $134,453.6 | 0.82% | 0.0 |
| ACAD Acadia Pharmaceuticals Inc. | 1.65M | $35.54M | $32.38M | - | -$3.16M | -8.9% | -0.329% |
| ACHC Acadia Healthcare Company, Inc. | 1.14M | $29.74M | $35.84M | - | $6.09M | 20.49% | -0.365% |
| ACRS Aclaris Therapeutics, Inc. | 2.14M | $8.6M | $8.12M | - | -$477,210.72 | -5.55% | +1.067% |
| ALMR Alamar Biosciences Inc. | 1.08M | $29.37M | $33.38M | - | $4.02M | 13.68% | +0.342% |
| AMAN Amanat Acquisition Corp Class A Ordinary Shares | 700,000 | $7.11M | $7.12M | - | $7,000 | 0.1% | -0.489% |
| ANL Adlai Nortye Group Ltd. American Depositary Shares | 795,214 | $8.43M | $8.53M | - | $99,401.75 | 1.18% | +1.371% |
| ARGX argenx SE American Depositary Receipt | 17,707 | $12.93M | $15.46M | - | $2.53M | 19.59% | -0.045% |
| ATEC Alphatec Holdings, Inc. | 6.53M | $61.34M | $71.68M | - | $10.34M | 16.85% | -1.217% |
| AVAH Aveanna Healthcare Holdings Inc. | 3.07M | $20.42M | $40.6M | - | $20.18M | 98.81% | -1.009% |
| AVLN Avalyn Pharma Inc. | 801,395 | $23.22M | $22.36M | - | -$862,781.86 | -3.71% | +7.156% |
| AVTX Avalo Therapeutics, Inc. | 1.63M | $30.11M | $11.26M | - | -$18.85M | -62.61% | -0.289% |
| BIOA BioAge Labs, Inc. | 1.03M | $18.07M | $5.13M | - | -$12.94M | -71.59% | -2.576% |
| BSX Boston Scientific Corp. | 587,567 | $32.03M | $26.68M | - | -$5.36M | -16.72% | -0.635% |
| BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 | 596,753 | $75.32M | $117.22M | - | $41.9M | 55.64% | -0.708% |
| CAI Caris Life Sciences, Inc. Common Stock | 8.26M | $216.83M | $267.33M | - | $50.5M | 23.29% | +1.188% |
| CDNA CareDx, Inc. | 1.22M | $19.41M | $84.4M | - | $65M | 334.95% | -0.087% |
| CLDX Celldex Therapeutics Inc. | 436,646 | $11.86M | $12.86M | - | $1M | 8.47% | +0.718% |
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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 ADR - $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 $5.52M 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 Common Stock - $860,177.5, Amgen Inc. Common Stock - $831,294, Danaher Corp - $460,237.84, and Thermo Fisher Scientific Inc - $435,759.72. 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.
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