BTL
Brennan Thomas Lee Portfolio
Invests via OAKLAND FINANCIAL Corp. | Managed by Brennan Thomas Lee
Invests via OAKLAND FINANCIAL Corp.
Managed by Brennan Thomas Lee
Automatically Tracked
Brennan Thomas Lee Profile
Brennan Thomas Lee has built a robust career as an entrepreneurial founder in the technology sector, where he combines innovative thinking with a strong operational acumen. His experience spans developing disruptive solutions that enhance user engagement and streamline business processes. By leveraging cutting-edge technologies, Brennan has positioned himself at the forefront of digital transformation initiatives across multiple industries. His leadership style emphasizes collaboration and strategic vision, making him a sought-after figure for ventures aiming to navigate complex market challenges. With a keen understanding of emerging trends and consumer behavior, he remains dedicated to pushing boundaries in entrepreneurship.
Brennan Thomas Lee has built a robust career as an entrepreneurial founder in the technology sector, where he combines innovative thinking with a strong operational acumen. His experience spans developing disruptive solutions that enhance user engagement and streamline business processes. By leveraging cutting-edge technologies, Brennan has positioned himself at the forefront of digital transformation initiatives across multiple industries. His leadership style emphasizes collaboration and strategic vision, making him a sought-after figure for ventures aiming to navigate complex market challenges. With a keen understanding of emerging trends and consumer behavior, he remains dedicated to pushing boundaries in entrepreneurship.
Investment Philosophy & Strategy
Innovation stands as the cornerstone of Brennan Thomas Lee's investment approach, with a focus on technology-driven ventures that promise significant disruption. By harnessing insights from his extensive entrepreneurial background, he identifies opportunities that resonate with evolving consumer needs and technological advancements. His strategic foresight allows him to anticipate market shifts, paving the way for transformative investments that prioritize scalability and competitive edge. Furthermore, operational improvement within targeted enterprises is crucial; each investment reflects a commitment to optimizing performance while fostering sustainable growth through innovative solutions.
Innovation stands as the cornerstone of Brennan Thomas Lee's investment approach, with a focus on technology-driven ventures that promise significant disruption. By harnessing insights from his extensive entrepreneurial background, he identifies opportunities that resonate with evolving consumer needs and technological advancements. His strategic foresight allows him to anticipate market shifts, paving the way for transformative investments that prioritize scalability and competitive edge. Furthermore, operational improvement within targeted enterprises is crucial; each investment reflects a commitment to optimizing performance while fostering sustainable growth through innovative solutions.
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:
2.89%
Gain
Monthly
0.15%
Yearly
1.87%
Drawdown
19.72%
$7.36M
Equity
Holdings
$7.36M
Investment
$5.81M
$1.8M
Profit +$32,562.57
Realized
$249,750.84
Unrealized
$1.55M
Dividends
$239,203.75
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$32,562.57
Win %
83%
This Week
Compared To Last Week
Gain
2.9%
Profit
$207,183.66
Win %
83%
This Month
Compared to last month
Gain
5.35%
Profit
$374,052.78
Win %
83%
This Year
Compared to last year
Gain
16.16%
Profit
$1.02M
Win %
84%
AAPL Apple Inc.
+3.63%
+$85,650.07 
AMZN Amazon.com Inc
+2.96%
+$7,330 
UPS United Parcel Service, Inc.
+0.23%
+$1,126.25 
PSX Phillips 66
-2.29%
-$9,220 
KNX Knight-Swift Transportation Holdings Inc.
-1.6%
-$19,882.5 
XOM Exxon Mobil Corporation
-1.39%
-$4,039.98 
OKE ONEOK, Inc.
-1.39%
-$11,465.47 
CVX Chevron Corporation
-1.34%
-$8,068.5 
ARCB ArcBest Corporation
-1.13%
-$5,130 
CP Canadian Pacific Kansas City Limited
-0.89%
-$3,737.34 Events
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Dividends
Dividend Analysis
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| Trades 25 | Longs Won 16/25 64% | Profit Factor 13.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $133,864.43 |
| Average Win $121,993.36 | Best Trade (Jul 15) $568,950 | Sharpe Ratio -218.14 |
| Average Loss -$16,364.09 | Worst Trade (Jul 09) -$76,310.9 | Z-Score 2.22 (97.33%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $72,184.68 |
| 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% | 0.2% |
| Consecutive Losing Trades | 450 | 405 | 360 | 315 | 270 | 225 | 180 | 135 | 90 | 45 |
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Returns
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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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