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:
148.05%
Gain +0.42%
Monthly
1.69%
Yearly
22.24%
Drawdown
26.18%
$1.06B
Equity
Holdings
$1.06B
Investment
$833.1M
$253.52M
Profit +$1.43M
Realized
$28.35M
Unrealized
$225.17M
Dividends
$71.62M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$1.43M
Win %
78%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$6.88M
Win %
78%
This Month
Compared to last month
Gain
-0.48%
Profit
-$5.07M
Win %
78%
This Year
Compared to last year
Gain
-0.06%
Profit
-$598,493.53
Win %
78%
AVGO Broadcom Inc.
+3.33%
+$8,343.82 
CAT Caterpillar Inc.
+2.13%
+$30,104.62 
MSFT Microsoft Corp.
+1.87%
+$47,189.52 
ORCL Oracle Corporation
+1.28%
+$11,638.02 
NVDA NVIDIA Corporation
+1.25%
+$29,207.34 
PG Procter & Gamble Co
+1.16%
+$10,246.47 
TEX Terex Corporation
+1.12%
+$4,395.52 
HD The Home Depot, Inc.
+1.06%
+$9,711.55 
XLK State Street Technology Select Sector SPDR ETF
+0.83%
+$2,092.52 
AMZN Amazon.com Inc
+0.82%
+$14,294.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.82%
+$6,111.79 
IWF iShares Russell 1000 Growth ETF
+0.81%
+$3,440.29 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.76%
+$8,892.52 
DFGR Dimensional Global Real Estate ETF
+0.63%
+$93,838.3 
WMT Walmart Inc.
+0.63%
+$4,125.66 
WEC WEC Energy Group Inc.
+0.6%
+$1,592.71 
DE Deere & Company
+0.59%
+$56,951.86 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$18,684.06 
MRK Merck & Co., Inc.
+0.54%
+$1,660.27 
VYM Vanguard High Dividend Yield ETF
+0.54%
+$1,547 
QQQ Invesco QQQ Trust, Series 1
+0.52%
+$1,844.65 
KO The Coca-Cola Company
+0.52%
+$2,399.85 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$5,722.57 
LLY Eli Lilly and Company
+0.52%
+$3,320.8 
IVV iShares Core S&P 500 ETF
+0.52%
+$6,064.04 
VOO Vanguard S&P 500 ETF
+0.5%
+$2,071.42 
DFSU Dimensional US Sustainability Core 1 ETF
+0.49%
+$43,889.07 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,512.49 
DFUS Dimensional U.S. Equity Market ETF
+0.48%
+$1,300.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$3,498.02 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$9,061.01 
IBM International Business Machines Corporation
+0.43%
+$1,881.35 
SBUX Starbucks Corporation
+0.4%
+$1,182.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.37%
+$816 
XEL Xcel Energy Inc.
+0.36%
+$972.4 
CWBC Community West Bancshares
+0.34%
+$1,449.19 
DFIV Dimensional International Value ETF
+0.33%
+$124,528.68 
VTV Vanguard Value ETF
+0.29%
+$2,254.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.29%
+$242,906.82 
REAX Real Brokerage Inc.
+0.24%
+$811.16 
DFIS Dimensional International Small Cap ETF
+0.19%
+$28,922.04 
DISV Dimensional International Small Cap Equity Fund
+0.19%
+$55,798.64 
DFSI Dimensional International Sustainability Core 1 ETF
+0.17%
+$13,888.42 
AAPL Apple Inc.
+0.16%
+$16,814.21 
DUHP Dimensional US High Profitability ETF
+0.15%
+$108,754.62 
GOOGL Alphabet Inc
+0.15%
+$879.11 
DFAT Dimensional US Targeted Value ETF
+0.14%
+$44,393.6 
DFCF Dimensional Core Fixed Income ETF
+0.14%
+$321.98 
DFIP Dimensional Inflation-Protected Securities ETF
+0.13%
+$54,276.65 
GLD SPDR Gold Shares
+0.12%
+$437.58 
DFAS Dimensional U.S. Small Cap ETF
+0.12%
+$28,547.6 
DFUV Dimensional US Marketwide Value ETF
+0.1%
+$38,452.43 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$130,694.13 
DIHP Dimensional International High Profitability Portfolio
+0.07%
+$46,601.5 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$122.64 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.04%
+$35,871.86 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$73,571.08 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$82.48 
GOOG Alphabet Inc
+0.03%
+$196.32 
VBK Vanguard Small-Cap Growth ETF
+0.03%
+$60.04 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.02%
+$17,869.87 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$299.77 
JPM JPMorgan Chase & Co.
0%
+$42.14 
AREC American Resources Corporation
0%
$0 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
$0 
HWM Howmet Aerospace Inc.
-1.78%
-$3,516.97 
DHR Danaher Corporation
-1.66%
-$4,060.89 
ABBV AbbVie Inc.
-1.61%
-$5,734.62 
BA Boeing Company
-1.56%
-$3,025.05 
INTC Intel Corporation
-1.28%
-$6,186.48 
ISRG Intuitive Surgical, Inc.
-1.02%
-$4,970.28 
RTX RTX Corporation
-0.93%
-$4,004.16 
UNH UnitedHealth Group Incorporated
-0.61%
-$2,590.95 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.5%
-$8,946 
UNP Union Pacific Corporation
-0.48%
-$1,245.55 
JNJ Johnson & Johnson
-0.27%
-$2,090.97 
TMUS T-Mobile US, Inc.
-0.26%
-$702.62 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.24%
-$45,006.3 
DFSV Dimensional US Small Cap Value ETF
-0.05%
-$121 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$406.76 
V Visa Inc. Class A
-0.02%
-$110.02 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$384.35 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$14.5 
IXUS iShares Core International Stock ETF
-0.01%
-$24.11 Events
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Dividends
Dividend Analysis
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No Data
| Trades 946 | Longs Won 653/946 69% | Profit Factor 19.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.54M |
| Average Win $409,800.04 | Best Trade (Aug 14) $23.79M | Sharpe Ratio -10.33 |
| Average Loss -$48,053.52 | Worst Trade (Sep 30) -$1.62M | Z-Score 9.36 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4d | Expectancy $267,991.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,138 | $5.37M | $10.38M | - | $5.01M | 93.34% | +0.162% |
| ABBV AbbVie Inc. | 1,343 | $246,365.19 | $351,181.07 | - | $104,815.88 | 42.54% | -1.607% |
| AMZN Amazon.com Inc | 6,889 | $1.12M | $1.75M | - | $626,840.71 | 56% | +0.825% |
| AREC American Resources Corporation | 78,948 | $175,264.56 | $137,369.52 | - | -$37,895.04 | -21.62% | 0.0 |
| AVGO Broadcom Inc. | 691 | $227,954.45 | $258,838.23 | - | $30,883.78 | 13.55% | +3.331% |
| BA Boeing Company | 1,005 | $200,025.15 | $190,658.55 | - | -$9,366.6 | -4.68% | -1.562% |
| BRK-B Berkshire Hathaway Inc. | 6,819 | $2.15M | $3.46M | - | $1.3M | 60.46% | +0.543% |
| CAT Caterpillar Inc. | 1,666 | $559,631.79 | $1.44M | - | $883,474.07 | 157.87% | +2.131% |
| CWBC Community West Bancshares | 16,283 | $412,936.88 | $434,251.33 | - | $21,314.45 | 5.16% | +0.335% |
| DE Deere & Company | 14,238 | $5.1M | $9.77M | - | $4.67M | 91.46% | +0.586% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.87M | $45.73M | $84.83M | - | $39.1M | 85.51% | +0.287% |
| DFAS Dimensional U.S. Small Cap ETF | 300,501 | $15.42M | $23.79M | - | $8.37M | 54.29% | +0.12% |
| DFAT Dimensional US Targeted Value ETF | 467,301 | $21.03M | $31.82M | - | $10.79M | 51.29% | +0.14% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 2.39M | $51.88M | $89.6M | - | $37.72M | 72.71% | +0.04% |
| DFCF Dimensional Core Fixed Income ETF | 5,854 | $243,175.16 | $235,067.37 | - | -$8,107.79 | -3.33% | +0.137% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 450,063 | $10.62M | $18.32M | - | $7.7M | 72.5% | -0.245% |
| DFGR Dimensional Global Real Estate ETF | 551,990 | $13.62M | $14.89M | - | $1.28M | 9.37% | +0.634% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 1.6M | $83.95M | $81.86M | - | -$2.1M | -2.5% | +0.022% |
| DFIP Dimensional Inflation-Protected Securities ETF | 1.09M | $44.65M | $42.43M | - | -$2.22M | -4.97% | +0.128% |
| DFIS Dimensional International Small Cap ETF | 413,172 | $9.35M | $14.97M | - | $5.62M | 60.13% | +0.194% |
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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 - $14.08M, Dimensional World ex U.S. Core Equity 2 ETF - $13.62M, Dimensional Short-Duration Fixed Income ETF - $10.89M, Dimensional International Value ETF - $9.29M, and Dimensional U.S. Core Equity 2 ETF - $6.84M. 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 $71.62M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $14.08M, Dimensional Short-Duration Fixed Income ETF - $10.89M, Dimensional World ex U.S. Core Equity 2 ETF - $8.76M, Dimensional Global ex US Core Fixed Income Fund - $5.48M, and Dimensional International Value ETF - $4.38M. 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.
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