Justin Morgan Portfolio
Invests via Visualize Group LP | Managed by C. C. Melvin Ike
Invests via Visualize Group LP
Managed by C. C. Melvin Ike
Automatically Tracked
Justin Morgan Profile
Seasoned investor and operator focused on growth-stage technology and financial services, with experience across venture capital, private equity and startup leadership. Justin Morgan blends deal sourcing, due diligence and portfolio operations to support scaling businesses, often taking board or advisor roles and leading follow-on financings. Known for sector-driven thematic investing, LP relations and hands-on operational value creation, contributes to exit planning and capital strategy for competitive growth companies.
Seasoned investor and operator focused on growth-stage technology and financial services, with experience across venture capital, private equity and startup leadership. Justin Morgan blends deal sourcing, due diligence and portfolio operations to support scaling businesses, often taking board or advisor roles and leading follow-on financings. Known for sector-driven thematic investing, LP relations and hands-on operational value creation, contributes to exit planning and capital strategy for competitive growth companies.
Investment Philosophy & Strategy
Focuses on growth-stage technology and financial services, combining thematic sourcing with hands-on operational support to accelerate scale and exits. Prefers control through board/advisor seats and leads follow-on financings, deploying capital with growth-biased, value-creation orientation and multi-stage allocation across venture and PE. Underwrites opportunities with product-market fit, strong unit economics and demonstrable go-to-market velocity, emphasizes active governance, cadence-driven KPIs, and disciplined downside protection via staged funding and covenants.
Focuses on growth-stage technology and financial services, combining thematic sourcing with hands-on operational support to accelerate scale and exits. Prefers control through board/advisor seats and leads follow-on financings, deploying capital with growth-biased, value-creation orientation and multi-stage allocation across venture and PE. Underwrites opportunities with product-market fit, strong unit economics and demonstrable go-to-market velocity, emphasizes active governance, cadence-driven KPIs, and disciplined downside protection via staged funding and covenants.
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:
-0.54%
Gain -0.52%
Monthly
-0.03%
Yearly
-0.3%
Drawdown
24.03%
$274.68M
Equity
Holdings
$274.68M
Investment
$261.37M
-$9.42M
Profit -$1.43M
Realized
-$22.72M
Unrealized
$13.3M
Dividends
$2.75M
Goals
Avg. 35.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$1.43M
Win %
70%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$2.99M
Win %
70%
This Month
Compared to last month
Gain
1.57%
Profit
$4.23M
Win %
70%
This Year
Compared to last year
Gain
-5.73%
Profit
-$16.69M
Win %
56%
BKR Baker Hughes Company
+2.49%
+$386,717 
HLT Hilton Worldwide Holdings Inc.
+0.64%
+$119,598.66 
RSG Republic Services, Inc.
+0.06%
+$18,462.42 
CW Curtiss-Wright Corporation
+0.02%
+$4,897.92 
AMZN Amazon.com Inc
-2.25%
-$416,149.28 
PWR Quanta Services Inc.
-1.59%
-$430,847.52 
XPO XPO Inc.
-1.23%
-$89,206.38 
SPY SPDR S&P 500 ETF Trust
-1.13%
-$445,543.96 
CLH Clean Harbors Inc.
-0.91%
-$279,270 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$270,849 
RBC RBC Bearings Incorporated
-0.11%
-$27,781.89 Events
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Dividends
Dividend Analysis
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| Trades 69 | Longs Won 31/69 44% | Profit Factor 0.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.95M |
| Average Win $1.19M | Best Trade (Oct 14) $11.08M | Sharpe Ratio -32.57 |
| Average Loss -$1.22M | Worst Trade (Dec 30) -$5.42M | Z-Score 0.09 (6.94%) |
| Commissions $0 | Avg. Trade Length 6m 3w 3d | Expectancy -$136,486.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 226 | 203 | 181 | 158 | 136 | 113 | 90 | 68 | 45 | 23 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 72,500 | $17.28M | $18.05M | - | $774,300 | 4.48% | -2.253% |
| BKR Baker Hughes Company | 285,400 | $15.84M | $15.91M | - | $72,777 | 0.46% | +2.491% |
| CLH Clean Harbors Inc. | 96,300 | $27.61M | $30.52M | - | $2.9M | 10.52% | -0.907% |
| CW Curtiss-Wright Corporation | 40,816 | $23.8M | $20.47M | - | -$3.33M | -13.98% | +0.024% |
| HLT Hilton Worldwide Holdings Inc. | 54,240 | $16.49M | $18.72M | - | $2.23M | 13.52% | +0.643% |
| PWR Quanta Services Inc. | 42,116 | $17.85M | $26.62M | - | $8.77M | 49.1% | -1.593% |
| RBC RBC Bearings Incorporated | 51,447 | $27.94M | $25.58M | - | -$2.36M | -8.46% | -0.108% |
| RSG Republic Services, Inc. | 131,865 | $30.77M | $30.3M | - | -$466,004.16 | -1.51% | +0.061% |
| RSP Invesco S&P 500 Equal Weight ETF | 197,700 | $39.62M | $42.23M | - | $2.62M | 6.6% | -0.637% |
| SPY SPDR S&P 500 ETF Trust | 51,271 | $35.45M | $39.12M | - | $3.67M | 10.36% | -1.126% |
| XPO XPO Inc. | 38,286 | $8.72M | $7.14M | - | -$1.58M | -18.08% | -1.234% |
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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 Justin Morgan?
The largest contributions to the portfolio's profits come from the following stocks: Live Nation Entertainment, Inc - $3M, Waste Connections Inc - $1.7M, Brown & Brown Inc - $1.3M, Autodesk, Inc - $981,876.38, and I3 Verticals Inc - $602,464. 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: Arthur J. Gallagher & Co - $5.35M, CoStar Group, Inc - $5.06M, Spotify Technology S.A - $4.99M, Republic Services, Inc - $2.69M, and Blackstone Inc - $2.58M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Justin Morgan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.75M earned over time. The largest contributors to dividend income include Republic Services, Inc - $646,520.87, Blackstone Inc - $540,322.91, Intercontinental Exchange, Inc - $356,581.72, SPDR S&P 500 ETF Trust - $313,027.98, and Waste Connections Inc - $311,023.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Justin Morgan's monthly returns?
Justin Morgan'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 Justin Morgan's strategy be considered aggressive or moderate?
Justin Morgan'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 Justin Morgan's strategy?
Justin Morgan'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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