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:
23.38%
Gain +0.34%
Monthly
1.05%
Yearly
13.42%
Drawdown
18.99%
$7.45M
Equity
Holdings
$7.45M
Investment
$5.81M
$1.96M
Profit +$37,966.19
Realized
$314,910.84
Unrealized
$1.64M
Dividends
$254,247.81
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$37,966.19
Win %
83%
This Week
Compared To Last Week
Gain
1.83%
Profit
$134,091.49
Win %
83%
This Month
Compared to last month
Gain
0.51%
Profit
$37,966.19
Win %
83%
This Year
Compared to last year
Gain
17.52%
Profit
$1.11M
Win %
84%
Events
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Dividends
Dividend Analysis
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| Trades 25 | Longs Won 19/25 76% | Profit Factor 15.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,105.52 |
| Average Win $110,106.33 | Best Trade (Sep 01) $550,350 | Sharpe Ratio -10.78 |
| Average Loss -$22,614.78 | Worst Trade (Aug 01) -$67,139.59 | Z-Score 3.63 (99.97%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $78,253.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 329 | 296 | 264 | 231 | 198 | 165 | 132 | 99 | 66 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 7,500 | $1.88M | $2.32M | - | $438,675 | 23.36% | -7.354% |
 AMZN Amazon.com Inc | 1,000 | $219,390 | $271,579.99 | - | $52,189.99 | 23.79% | +15.321% |
 ARCB ArcBest Corporation | 3,000 | $279,960 | $433,050.03 | - | $153,090.03 | 54.68% | +1.605% |
 CP Canadian Pacific Kansas City Limited | 4,614 | $333,915 | $410,138.46 | - | $76,223.46 | 22.83% | +0.828% |
 CVX Chevron Corporation | 3,300 | $477,972 | $649,539 | - | $171,567 | 35.89% | +2.35% |
 KNX Knight-Swift Transportation Holdings Inc. | 16,500 | $875,160 | $1.15M | - | $272,085 | 31.09% | -0.387% |
 OKE ONEOK, Inc. | 9,001 | $848,840.41 | $817,380.81 | - | -$31,459.6 | -3.71% | +1.954% |
 PSX Phillips 66 | 2,000 | $227,860 | $423,359.98 | - | $195,499.98 | 85.8% | +0.513% |
 UPS United Parcel Service, Inc. | 4,250 | $450,785.24 | $442,935 | - | -$7,850.24 | -1.74% | -0.997% |
 XOM Exxon Mobil Corporation | 2,000 | $215,140 | $310,880 | - | $95,740 | 44.5% | -0.975% |
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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 Brennan Thomas Lee?
The largest contributions to the portfolio's profits come from the following stocks: Phillips 66 - $187,060, Philip Morris International Inc - $121,890, ONEOK, Inc - $59,597.19, Chevron Corporation - $58,480, and Old Republic International Corp - $42,560. 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: FedEx Corporation - $41,100. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brennan Thomas Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $254,247.81 earned over time. The largest contributors to dividend income include ONEOK, Inc - $61,171.35, Chevron Corporation - $36,030, United Parcel Service, Inc - $31,980, Phillips 66 - $31,460, and Knight-Swift Transportation Holdings Inc - $22,800. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brennan Thomas Lee's monthly returns?
Brennan Thomas Lee's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Brennan Thomas Lee's strategy be considered aggressive or moderate?
Brennan Thomas Lee's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brennan Thomas Lee's strategy?
Brennan Thomas 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.
