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:
132.66%
Gain +5.27%
Monthly
1.82%
Yearly
24.17%
Drawdown
26.18%
$1.08B
Equity
Holdings
$1.08B
Investment
$833.1M
$272.37M
Profit +$16.08M
Realized
$28.35M
Unrealized
$244.02M
Dividends
$68.09M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.27%
Profit
$16.08M
Win %
86%
This Week
Compared To Last Week
Gain
1.82%
Profit
$19.29M
Win %
86%
This Month
Compared to last month
Gain
1.82%
Profit
$19.29M
Win %
86%
This Year
Compared to last year
Gain
1.72%
Profit
$18.25M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$248,555.05 
GOOG Alphabet Inc
+6.88%
+$45,090.11 
GOOGL Alphabet Inc
+6.73%
+$38,356.29 
MSFT Microsoft Corp.
+3.02%
+$65,416.81 
NVDA NVIDIA Corporation
+2.93%
+$55,683.99 
ORCL Oracle Corporation
+1.81%
+$14,730.87 
HWM Howmet Aerospace Inc.
+1.8%
+$4,292.77 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$9,861.12 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$12,068.42 
TEX Terex Corporation
+1%
+$4,258.16 
UNP Union Pacific Corporation
+0.92%
+$2,491.12 
IBM International Business Machines Corporation
+0.86%
+$3,762.66 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,944.12 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,582.84 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,804.24 
CAT Caterpillar Inc.
+0.7%
+$9,446.2 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$1,798.16 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,685.12 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$58,643.27 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,073.48 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,773.27 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,194.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,728.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$72,010.08 
RTX RTX Corporation
+0.39%
+$1,955.52 
AVGO Broadcom Inc.
+0.37%
+$995.04 
PG Procter & Gamble Co
+0.37%
+$3,213.39 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,683.34 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$298,962.24 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$5,260.25 
MRK Merck & Co., Inc.
+0.32%
+$901.61 
JPM JPMorgan Chase & Co.
+0.27%
+$3,961.16 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$83,896.2 
JNJ Johnson & Johnson
+0.21%
+$1,629.75 
ISRG Intuitive Surgical, Inc.
+0.1%
+$432.71 
WMT Walmart Inc.
+0.09%
+$625.11 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$1,153.05 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$301.79 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$54.99 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$763,503.76 
ABBV AbbVie Inc.
-2.51%
-$8,689.21 
REAX Real Brokerage Inc.
-2.44%
-$811.16 
AREC American Resources Corporation
-2.19%
-$3,157.92 
BA Boeing Company
-2.15%
-$4,783.79 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,861.85 
GLD SPDR Gold Shares
-1.49%
-$5,232.21 
DE Deere & Company
-1.13%
-$96,818.26 
INTC Intel Corporation
-1.02%
-$3,861.36 
KO The Coca-Cola Company
-1.02%
-$4,799.7 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$410,093.2 
DHR Danaher Corporation
-0.61%
-$1,314.95 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$51,850.12 
WEC WEC Energy Group Inc.
-0.57%
-$1,644.94 
SBUX Starbucks Corporation
-0.57%
-$1,867.2 
LLY Eli Lilly and Company
-0.53%
-$3,432.8 
DFIS Dimensional International Small Cap ETF
-0.53%
-$78,502.68 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$153,446.26 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$82,798.5 
CWBC Community West Bancshares
-0.48%
-$1,953.94 
DFIV Dimensional International Value ETF
-0.47%
-$181,744.56 
HD The Home Depot, Inc.
-0.42%
-$4,514.78 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$7,265.05 
TMUS T-Mobile US, Inc.
-0.36%
-$1,029.4 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$29,963.98 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$702.48 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$581.45 
VTV Vanguard Value ETF
-0.27%
-$2,078.53 
DUHP Dimensional US High Profitability ETF
-0.27%
-$184,046.28 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$191,316.56 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$180,294.21 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$476.13 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$42,070.44 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$51,403.11 
IXUS iShares Core International Stock ETF
-0.15%
-$675.08 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$48,848.99 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$87,129.42 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$105.13 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$406.76 
V Visa Inc. Class A
-0.04%
-$256.74 
XEL Xcel Energy Inc.
-0.04%
-$112.2 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$57.95 Events
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Dividends
Dividend Analysis
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| Trades 946 | Longs Won 691/946 73% | Profit Factor 36.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.59M |
| Average Win $405,422.09 | Best Trade (Aug 10) $23.47M | Sharpe Ratio -10.33 |
| Average Loss -$30,486.13 | Worst Trade (Mar 30) -$1.41M | Z-Score 15.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 3d | Expectancy $287,920.4 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Brett Lee?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Ultrashort Fixed Income ETF - $13.39M, Dimensional World ex U.S. Core Equity 2 ETF - $13.09M, Dimensional Short-Duration Fixed Income ETF - $10.38M, Dimensional International Value ETF - $9.1M, and Dimensional U.S. Core Equity 2 ETF - $6.66M. 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: 3M Company - $209,049.52, Tesla, Inc - $207,905.25, Piedmont Office Realty Trust Inc - $113,312.03, Hormel Foods Corporation - $62,291.98, and iShares Russell 1000 Growth ETF - $56,983.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brett Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $68.09M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $13.39M, Dimensional Short-Duration Fixed Income ETF - $10.38M, Dimensional World ex U.S. Core Equity 2 ETF - $8.23M, Dimensional Global ex US Core Fixed Income Fund - $5.48M, and Dimensional International Value ETF - $4.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brett Lee's monthly returns?
Brett Lee'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 Brett Lee's strategy be considered aggressive or moderate?
Brett Lee'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 Brett Lee's strategy?
Brett Lee'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.
