BL
Brett Lee Portfolio
Invests via Planning Center Inc. | Managed by Brett Lee
Invests via Planning Center Inc.
Managed by Brett Lee
Automatically Tracked
Brett Lee Profile
Brett Lee is a prominent figure known for his multifaceted career as an entrepreneur and philanthropist, along with being celebrated for his achievements in professional cricket. Transitioning from sports to business, he has leveraged his athletic brand to launch various ventures including a successful music production company and other personal projects. With significant experience in public appearances and media engagements, Brett contributes a unique perspective on marketability and engagement strategies that resonate beyond traditional business realms. His influence extends into community initiatives where he advocates for social change through sporting programs aimed at youth development.
Brett Lee is a prominent figure known for his multifaceted career as an entrepreneur and philanthropist, along with being celebrated for his achievements in professional cricket. Transitioning from sports to business, he has leveraged his athletic brand to launch various ventures including a successful music production company and other personal projects. With significant experience in public appearances and media engagements, Brett contributes a unique perspective on marketability and engagement strategies that resonate beyond traditional business realms. His influence extends into community initiatives where he advocates for social change through sporting programs aimed at youth development.
Investment Philosophy & Strategy
Opportunities in the intersection of entertainment and sports capture Brett Lee's investment focus. With an entrepreneurial spirit honed from years of brand building, his ventures reflect a keen insight into market trends and audience engagement. By integrating diverse experiences from athletics into business frameworks, he pursues initiatives that leverage cultural relevance for scalability. This approach enables effective capital deployment across innovative projects, particularly in media and youth development sectors. His commitment to community-oriented efforts enhances not just social impact but also strategic networking opportunities within various industries.
Opportunities in the intersection of entertainment and sports capture Brett Lee's investment focus. With an entrepreneurial spirit honed from years of brand building, his ventures reflect a keen insight into market trends and audience engagement. By integrating diverse experiences from athletics into business frameworks, he pursues initiatives that leverage cultural relevance for scalability. This approach enables effective capital deployment across innovative projects, particularly in media and youth development sectors. His commitment to community-oriented efforts enhances not just social impact but also strategic networking opportunities within various industries.
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:
17.68%
Gain 0%
Monthly
0.44%
Yearly
5.44%
Drawdown
11.85%
$1.04B
Equity
Holdings
$1.04B
Investment
$814.92M
$261.15M
Profit -$32,380.06
Realized
$29.59M
Unrealized
$231.56M
Dividends
$59.22M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$32,380.06
Win %
88%
This Week
Compared To Last Week
Gain
-0.003%
Profit
-$32,380.06
Win %
88%
This Month
Compared to last month
Gain
0.32%
Profit
$3.29M
Win %
88%
This Year
Compared to last year
Gain
4.92%
Profit
$49.16M
Win %
88%
JPM JPMorgan Chase & Co.
+2.31%
+$29,577.97 
TMUS T-Mobile US, Inc.
+1.76%
+$5,359.52 
UNP Union Pacific Corporation
+1.65%
+$4,101.77 
TEX Terex Corporation
+1.62%
+$7,006.38 
DE Deere & Company
+1.55%
+$124,325.34 
CAT Caterpillar Inc.
+1.44%
+$20,936.94 
ABBV AbbVie Inc.
+1.32%
+$3,975.28 
XEL Xcel Energy Inc.
+1.21%
+$3,553 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$2,722.5 
JNJ Johnson & Johnson
+1.07%
+$7,820.66 
V Visa Inc. Class A
+1.05%
+$5,958.6 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$243,378.27 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$308,614.68 
VTV Vanguard Value ETF
+0.94%
+$7,081.21 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$348,560.52 
PG Procter & Gamble Co
+0.86%
+$7,700.01 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$237,518.01 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,329.59 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$125,834.61 
SBUX Starbucks Corporation
+0.74%
+$2,361.32 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,302.64 
HD The Home Depot, Inc.
+0.73%
+$7,730.24 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$22,922.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$544,608.98 
DFIV Dimensional International Value ETF
+0.58%
+$215,641.92 
DFIS Dimensional International Small Cap ETF
+0.57%
+$84,384.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,204.46 
IVV iShares Core S&P 500 ETF
+0.55%
+$6,139.12 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,633.09 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,665.79 
GOOGL Alphabet Inc
+0.53%
+$3,031.17 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$1,377.28 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$10,510 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$44,338.32 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$9,129.62 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,460.34 
GOOG Alphabet Inc
+0.45%
+$2,998.4 
WMT Walmart Inc.
+0.45%
+$3,321.55 
IXUS iShares Core International Stock ETF
+0.43%
+$1,977.02 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$365,103.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,568 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$72,261.9 
DUHP Dimensional US High Profitability ETF
+0.37%
+$247,832.1 
WEC WEC Energy Group Inc.
+0.33%
+$966.07 
AMGN Amgen Inc.
+0.32%
+$785.47 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$25,450.74 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$109,634.58 
NVDA NVIDIA Corporation
+0.16%
+$2,936.64 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,251.84 
KO The Coca-Cola Company
+0.11%
+$478.62 
MSFT Microsoft Corp.
+0.1%
+$1,923.55 
GLD SPDR Gold Shares
+0.06%
+$198.66 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$148.32 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$23,288.53 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.03%
+$484.46 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$35,526.27 
ORCL Oracle Corporation
+0.02%
+$191.22 
UBFO United Security Bancshares Inc.
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$15,651.97 
AAPL Apple Inc.
-1.52%
-$143,527.5 
MRK Merck & Co., Inc.
-1.42%
-$3,763.7 
AMZN Amazon.com Inc
-1.23%
-$20,358.81 
BA Boeing Company
-1.16%
-$2,592.9 
IBM International Business Machines Corporation
-0.95%
-$5,144.35 
AVGO Broadcom Inc.
-0.91%
-$2,415 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,209.83 
DHR Danaher Corporation
-0.38%
-$762.43 
RTX RTX Corporation
-0.37%
-$1,581.7 
META Meta Platforms Inc Class A
-0.26%
-$508.95 
GILD Gilead Sciences Inc.
-0.22%
-$402.36 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$234.16 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.08%
-$7,558.36 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$70.08 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$287.93 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$9,529.11 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$28,082.55 Events
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Dividends
Dividend Analysis
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| Trades 883 | Longs Won 640/883 72% | Profit Factor 100.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.54M |
| Average Win $412,157.66 | Best Trade (Jun 14) $21.4M | Sharpe Ratio -7.73 |
| Average Loss -$10,828.87 | Worst Trade (Jun 14) -$268,002.25 | Z-Score 14.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w | Expectancy $295,752.53 |
| 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% | <0.01% |
| Consecutive Losing Trades | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
Hover over the desired column for a detailed explanation.
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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