Yan Zhao Lee Portfolio
Invests via Stone Ridge Holdings Group LP | Managed by Yan Zhao Lee
Invests via Stone Ridge Holdings Group LP
Managed by Yan Zhao Lee
Automatically Tracked
Yan Zhao Lee Profile
Seasoned investor and operator focused on growth-stage fintech and consumer internet companies; Yan Zhao Lee combines operating experience in product and strategy with venture investing and board roles across APAC and North America. Prior to investing, led product and go-to-market teams at technology firms and worked at a strategy consultancy. Holds an MBA and undergraduate degree in engineering; active in sourcing cross-border fintech deals and portfolio scale initiatives.
Seasoned investor and operator focused on growth-stage fintech and consumer internet companies; Yan Zhao Lee combines operating experience in product and strategy with venture investing and board roles across APAC and North America. Prior to investing, led product and go-to-market teams at technology firms and worked at a strategy consultancy. Holds an MBA and undergraduate degree in engineering; active in sourcing cross-border fintech deals and portfolio scale initiatives.
Investment Philosophy & Strategy
Operates a growth-stage, product-led investing style focused on fintech and consumer internet across APAC and North America. Prefers concentrated, conviction-weighted positions with follow-on reserve to lead scaling rounds. Underwriting emphasizes clear product‑market fit, unit economics, regulatory moat and repeatable go‑to-market motions. Time horizon is multi-year, prioritizing companies that benefit from hands‑on operational support; risk managed through milestone-based capital tranches and KPI-driven governance. Competitive edge is operator experience in product and GTM, cross‑border sourcing networks, and board-level scaling capability.
Operates a growth-stage, product-led investing style focused on fintech and consumer internet across APAC and North America. Prefers concentrated, conviction-weighted positions with follow-on reserve to lead scaling rounds. Underwriting emphasizes clear product‑market fit, unit economics, regulatory moat and repeatable go‑to-market motions. Time horizon is multi-year, prioritizing companies that benefit from hands‑on operational support; risk managed through milestone-based capital tranches and KPI-driven governance. Competitive edge is operator experience in product and GTM, cross‑border sourcing networks, and board-level scaling capability.
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:
-2.25%
Gain
Monthly
-0.11%
Yearly
-1.27%
Drawdown
5.03%
$17.28M
Equity
Holdings
$17.28M
Investment
$20.27M
-$6.1M
Profit -$16.5
Realized
-$3.11M
Unrealized
-$2.99M
Dividends
$13.95M
Goals
Avg. 32% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$16.5
Win %
0%
This Week
Compared To Last Week
Gain
0.52%
Profit
$89,595.33
Win %
0%
This Month
Compared to last month
Gain
-0.05%
Profit
-$8,118.71
Win %
0%
This Year
Compared to last year
Gain
-7.22%
Profit
-$1.35M
Win %
0%
LIBD Stone Ridge 2065 Income Liability ETF
+0.75%
+$10,751.44 
LIAU Stone Ridge 2060 Inflation-Linked Longview Fund
+0.65%
+$4,773.28 
LFBE Stone Ridge 2065 Longevity Inc.
+0.58%
+$7,860.57 
LFDR Stone Ridge Durable Income ETF
+0.58%
+$1,781.62 
LIAM Stone Ridge 2055 Inflation-Protected Longevity Risk Transfer Fund
+0.55%
+$5,624.78 
LFAW Stone Ridge 2060 Longevity Income Fund
+0.51%
+$7,179.2 
LIAE Stone Ridge 2050 Inflation-Linked Long Duration Fund
+0.49%
+$1,511.74 
LFAO Stone Ridge 2055 Longevity Income Fund
+0.43%
+$3,755.58 
LFAI Stone Ridge 2050 Longevity Income Fund
+0.31%
+$1,760.36 
LDDR Stone Ridge 2035 Term Interval Fund
+0.02%
+$1,450.89 
LIFT Stone Ridge Trust – LifeX 2028 Income Bucket ETF
0%
$0 
BCKT LifeX 2030 Income Bucket ETF
-0.01%
-$110 Events
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Dividends
Dividend Analysis
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| Trades 110 | Longs Won 26/110 23% | Profit Factor 0.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $825,150.83 |
| Average Win $335,757.27 | Best Trade (Sep 21) $2.91M | Sharpe Ratio -0.65 |
| Average Loss -$175,967.43 | Worst Trade (Dec 31) -$6.07M | Z-Score -6.98 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 3d | Expectancy -$55,446.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 98 | 88 | 79 | 69 | 59 | 49 | 39 | 29 | 20 | 10 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BCKT LifeX 2030 Income Bucket ETF | 22,000 | $1.07M | $845,350 | - | -$224,182 | -20.96% | -0.013% |
| LDDR Stone Ridge 2035 Term Interval Fund | 103,635 | $9.17M | $7.7M | - | -$1.46M | -15.94% | +0.019% |
| LFAI Stone Ridge 2050 Longevity Income Fund | 4,075 | $639,348 | $570,622.25 | - | -$68,725.75 | -10.75% | +0.309% |
| LFAO Stone Ridge 2055 Longevity Income Fund | 5,699 | $974,099 | $868,510.5 | - | -$105,588.5 | -10.84% | +0.434% |
| LFAW Stone Ridge 2060 Longevity Income Fund | 8,723 | $1.59M | $1.41M | - | -$177,945.57 | -11.17% | +0.51% |
| LFBE Stone Ridge 2065 Longevity Inc. | 7,948 | $1.53M | $1.35M | - | -$176,747.81 | -11.55% | +0.584% |
| LFDR Stone Ridge Durable Income ETF | 1,818 | $350,110 | $309,861.72 | - | -$40,248.28 | -11.5% | +0.578% |
| LIAE Stone Ridge 2050 Inflation-Linked Long Duration Fund | 1,578 | $339,462 | $307,190.85 | - | -$32,271.15 | -9.51% | +0.495% |
| LIAM Stone Ridge 2055 Inflation-Protected Longevity Risk Transfer Fund | 4,664 | $1.14M | $1.02M | - | -$113,852.29 | -10% | +0.552% |
| LIAU Stone Ridge 2060 Inflation-Linked Longview Fund | 3,050 | $824,768.58 | $739,051.6 | - | -$85,716.98 | -10.39% | +0.65% |
| LIBD Stone Ridge 2065 Income Liability ETF | 5,632 | $1.62M | $1.45M | - | -$171,859.5 | -10.61% | +0.748% |
| LIFT Stone Ridge Trust – LifeX 2028 Income Bucket ETF | 33,000 | $1.03M | $692,158.5 | - | -$335,151.5 | -32.62% | 0.0 |
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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 Yan Zhao Lee?
The largest contributions to the portfolio's profits come from the following stocks: Stone Ridge 2050 Inflation-Linked Long Duration Fund - $2.96M, Stone Ridge 2055 Inflation-Protected Longevity Risk Transfer Fund - $2.77M, Stone Ridge 2060 Inflation-Linked Longview Fund - $2.7M, Stone Ridge 2049 Longevity Income Fund - $379,369.18, and Stone Ridge 2050 Longevity Income Fund - $371,435.33. 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: Stone Ridge 2035 Term Interval Fund - $2.62M, StubHub Holdings, Inc - $264,800, Stone Ridge 2061 Inflation-Linked Long Duration Fund - $48,039.23, Stone Ridge 2062 Inflation-Linked Longitivity Fund - $44,611.23, and Stone Ridge 2058 Inflation-Linked Long-Duration Alternative Credit Fund - $28,966.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yan Zhao Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.95M earned over time. The largest contributors to dividend income include Stone Ridge 2035 Term Interval Fund - $6.93M, Stone Ridge 2049 Longevity Income Fund - $417,998.32, Stone Ridge 2050 Longevity Income Fund - $404,894.22, Stone Ridge 2051 Longevity Income Fund - $386,115.23, and Stone Ridge 2053 Longevity Income Fund - $361,666.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yan Zhao Lee's monthly returns?
Yan Zhao Lee's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Yan Zhao Lee's strategy be considered aggressive or moderate?
Yan Zhao Lee's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Yan Zhao Lee's strategy?
Yan Zhao Lee's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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