Josephine Lee Portfolio
Invests via New Insight Wealth Advisors | Managed by Michael Ye
Invests via New Insight Wealth Advisors
Managed by Michael Ye
Automatically Tracked
Josephine Lee Profile
Venture-minded growth investor and operator with focus on technology and consumer sectors. Josephine Lee brings experience across early-stage deal sourcing, portfolio operations, and scaling go-to-market strategies, often serving on boards and advising CEOs. Prior roles span corporate development and product leadership at fast-growth companies, complemented by active angel investing and mentoring in startup ecosystems. Known for sector-driven diligence, hands‑on post-investment support, and building commercial partnerships to accelerate exits and follow-on rounds.
Venture-minded growth investor and operator with focus on technology and consumer sectors. Josephine Lee brings experience across early-stage deal sourcing, portfolio operations, and scaling go-to-market strategies, often serving on boards and advising CEOs. Prior roles span corporate development and product leadership at fast-growth companies, complemented by active angel investing and mentoring in startup ecosystems. Known for sector-driven diligence, hands‑on post-investment support, and building commercial partnerships to accelerate exits and follow-on rounds.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer companies, combining venture sensibilities with operator rigor to back category-defining teams. Prioritizes sector-led sourcing and commercial traction as primary signals, deploying concentrated, follow-on-ready capital with a 3–7 year time horizon oriented to scaling revenue and exit-readiness. Investment decisions emphasize product-market fit, repeatable go-to-market models, and defensible distribution. Maintains active risk discipline through milestone-based tranche sizing, board engagement, and tight unit-economics scrutiny. Competitive edge derives from hands-on portfolio operations, go-to-market acceleration, and CEO partnering to shorten path to follow-on rounds and liquidity.
Focuses on growth-stage technology and consumer companies, combining venture sensibilities with operator rigor to back category-defining teams. Prioritizes sector-led sourcing and commercial traction as primary signals, deploying concentrated, follow-on-ready capital with a 3–7 year time horizon oriented to scaling revenue and exit-readiness. Investment decisions emphasize product-market fit, repeatable go-to-market models, and defensible distribution. Maintains active risk discipline through milestone-based tranche sizing, board engagement, and tight unit-economics scrutiny. Competitive edge derives from hands-on portfolio operations, go-to-market acceleration, and CEO partnering to shorten path to follow-on rounds and liquidity.
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:
60.74%
Gain +0.84%
Monthly
1.43%
Yearly
18.55%
Drawdown
22.9%
$333.6M
Equity
Holdings
$333.6M
Investment
$259.89M
$87.29M
Profit +$1.87M
Realized
$13.59M
Unrealized
$73.7M
Dividends
$11.4M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.84%
Profit
$1.87M
Win %
69%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$2.48M
Win %
69%
This Month
Compared to last month
Gain
0.78%
Profit
$2.58M
Win %
69%
This Year
Compared to last year
Gain
0.76%
Profit
$2.51M
Win %
72%
BLND Blend Labs Inc.
+10.83%
+$4,499.22 
APP AppLovin Corporation Class A Common Stock
+6.5%
+$11,539.47 
NOW ServiceNow, Inc.
+6.15%
+$25,959.15 
LULU lululemon athletica inc.
+5.31%
+$32,740 
DASH DoorDash, Inc.
+4.91%
+$12,863.92 
GLBE Global-E Online Ltd.
+4.85%
+$259,501.62 
CRM Salesforce Inc
+4.56%
+$20,930.25 
MRNA Moderna, Inc.
+4.51%
+$77,173.2 
PINS Pinterest, Inc. Class A
+4.32%
+$16,631.42 
LLY Eli Lilly and Company
+3.6%
+$16,051.5 
SHOP Shopify Inc.
+3.23%
+$17,651.33 
NAC Nuveen California Quality Municipal Income Fund
+2.94%
+$27,259.32 
UNH UnitedHealth Group Incorporated
+2.81%
+$70,029.9 
UBER Uber Technologies, Inc.
+2.79%
+$7,559.81 
SPG Simon Property Group, Inc.
+2.33%
+$74,035.5 
UA Under Armour Inc.
+2.26%
+$1,827.94 
V Visa Inc. Class A
+2.13%
+$15,135.61 
MOAT VanEck Morningstar Wide Moat Fund
+2.04%
+$6,331.45 
ROST Ross Stores, Inc.
+1.85%
+$41,632.98 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.68%
+$6,868.5 
PEY Invesco High Yield Equity Dividend Achievers ETF
+1.58%
+$17,072.98 
NUSC Nuveen ESG Small-Cap ETF
+1.53%
+$5,650.64 
DON WisdomTree U.S. MidCap Dividend Fund
+1.47%
+$9,730.84 
CHGX AXS Change Finance ESG ETF
+1.47%
+$2,941.76 
GS The Goldman Sachs Group, Inc.
+1.46%
+$32,896 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.45%
+$127,869.42 
VB Vanguard Small-Cap ETF
+1.45%
+$6,847.42 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.45%
+$30,860.5 
KMID Virtus KAR Mid-Cap ETF
+1.38%
+$57,056.68 
WPC W. P. Carey Inc.
+1.37%
+$15,706.98 
RSP Invesco S&P 500 Equal Weight ETF
+1.36%
+$127,839.15 
IDHQ Invesco S&P International Developed Quality ETF
+1.36%
+$10,093.13 
RWK Invesco S&P Midcap 400 Revenue ETF
+1.35%
+$4,307.05 
IJR iShares Core S&P Small-Cap ETF
+1.34%
+$4,392.87 
XMHQ Invesco S&P MidCap Quality ETF
+1.31%
+$52,005.07 
IYG iShares U.S. Financial Services ETF
+1.29%
+$6,366.1 
VOT Vanguard Mid-Cap Growth ETF
+1.27%
+$2,741.68 
SCHD Schwab U.S. Dividend Equity ETF
+1.16%
+$120,402.36 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.16%
+$2,143.6 
DOC Healthpeak Properties, Inc.
+1.15%
+$37,850.96 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.12%
+$4,102.95 
IMCV iShares Morningstar Mid-Cap ETF
+1.08%
+$3,493.76 
MSFT Microsoft Corp.
+1.08%
+$98,227.25 
IJH iShares Core S&P Mid-Cap ETF
+1.04%
+$8,045.25 
VO Vanguard Mid-Cap ETF
+1.01%
+$172,794.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.92%
+$14,341.53 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.91%
+$2,331.45 
NNN NNN REIT, Inc.
+0.88%
+$1,566.36 
INTF iShares International Equity Factor ETF
+0.88%
+$61,979.04 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$40,008.12 
ISCB iShares Morningstar Small-Cap ETF
+0.83%
+$2,880.66 
MUB iShares National Muni Bond ETF
+0.82%
+$9,736.73 
PFM Invesco Dividend Achievers ETF
+0.81%
+$2,264.92 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.81%
+$15,290.06 
JMUB JPMorgan Municipal Bond ETF
+0.8%
+$46,842.22 
FCAL First Trust California Municipal Fund
+0.75%
+$6,963.95 
PFE Pfizer Inc.
+0.74%
+$32,530.84 
VTEB Vanguard Tax-Exempt Bond ETF
+0.72%
+$3,114.66 
DIAL Columbia Diversified Fixed Income Allocation ETF
+0.72%
+$9,980.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.72%
+$2,037.45 
O Realty Income Corporation
+0.69%
+$13,528.76 
FBND Fidelity Total Bond ETF
+0.69%
+$124,961.4 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.67%
+$3,614.88 
FRT Federal Realty Investment Trust
+0.65%
+$22,875.88 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$1,451.81 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$9,649.91 
RIVN Rivian Automotive, Inc.
+0.54%
+$16,115.75 
JEPI JPMorgan Equity Premium Income Fund
+0.53%
+$8,468.7 
FDVV Fidelity High Dividend ETF
+0.52%
+$47,184.96 
IYK iShares U.S. Consumer Staples ETF
+0.52%
+$2,871.65 
GOOGL Alphabet Inc
+0.45%
+$37,965.82 
PHYL PGIM Active High Yield Bond ETF
+0.42%
+$1,029.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$2,446.46 
GOOG Alphabet Inc
+0.37%
+$6,452.46 
BNDX Vanguard Total International Bond ETF
+0.34%
+$4,084.8 
SPHY SPDR Portfolio High Yield Bond ETF
+0.33%
+$2,236.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$12,209.13 
XSMO Invesco S&P SmallCap Momentum ETF
+0.29%
+$6,969 
JSCP JPMorgan Short Duration Core Plus ETF
+0.28%
+$13,482.82 
VOO Vanguard S&P 500 ETF
+0.28%
+$1,574.09 
IVV iShares Core S&P 500 ETF
+0.27%
+$117,236.7 
AMZN Amazon.com Inc
+0.27%
+$25,089.28 
INDE Matthews India Active ETF
+0.26%
+$579.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$2,725.2 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$1,534.32 
FBCG Fidelity Blue Chip Growth Fund
+0.11%
+$535.43 
BINC iShares Flexible Income Active ETF
+0.11%
+$3,302.86 
JPM JPMorgan Chase & Co.
+0.09%
+$706.73 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$257.78 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$161.02 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$90.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMAT Applied Materials, Inc.
-3.7%
-$13,513.18 
CSCO Cisco Systems, Inc.
-3.35%
-$18,378.15 
EWY iShares MSCI South Korea ETF
-2.35%
-$5,355 
SPCX Space Exploration Technologies Corp. Class A
-2.33%
-$7,618.08 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$8,930.24 
NVDA NVIDIA Corporation
-1.84%
-$74,859.51 
MRVL Marvell Technology, Inc.
-1.65%
-$58,624.44 
AMD Advanced Micro Devices, Inc.
-1.5%
-$6,159.03 
PANW Palo Alto Networks, Inc.
-1.29%
-$4,015.81 
TSLA Tesla, Inc.
-1.29%
-$70,667.69 
MINV Matthews Asia Innovators Active ETF
-1.2%
-$37,980.39 
SMH VanEck Semiconductor ETF
-1.04%
-$36,379.4 
SOXX iShares Semiconductor ETF
-0.88%
-$3,075.3 
IXN iShares Global Tech ETF
-0.81%
-$102,208.76 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-0.63%
-$21,745.24 
AVGO Broadcom Inc.
-0.56%
-$13,553.28 
VGT Vanguard Information Technology ETF
-0.44%
-$65,454.57 
COST Costco Wholesale Corporation
-0.41%
-$985.53 
IYW iShares U.S. Technology ETF
-0.33%
-$1,923.82 
AAPL Apple Inc.
-0.28%
-$18,649.92 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$677.35 
QQQM Invesco NASDAQ 100 ETF
-0.11%
-$2,551.36 
META Meta Platforms Inc Class A
-0.11%
-$5,524.34 
ILCG iShares Morningstar Growth ETF
-0.1%
-$262.92 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$238.56 
VUG Vanguard Growth ETF
-0.08%
-$271.39 
BABA Alibaba Group Holding Limited SP ADR
-0.05%
-$940.14 
ABBV AbbVie Inc.
-0.05%
-$349.04 Events
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Dividends
Dividend Analysis
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| Trades 995 | Longs Won 730/995 73% | Profit Factor 13.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $422,330.95 |
| Average Win $128,823.87 | Best Trade (Oct 15) $9.14M | Sharpe Ratio -12.06 |
| Average Loss -$25,462.79 | Worst Trade (Oct 14) -$386,455.57 | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $87,732.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,427 | $4.14M | $6.64M | - | $2.5M | 60.39% | -0.28% |
| ABBV AbbVie Inc. | 2,407 | $377,595.16 | $681,987.34 | - | $304,392.18 | 80.61% | -0.051% |
| AMAT Applied Materials, Inc. | 817 | $209,961.03 | $351,383.53 | - | $141,422.5 | 67.36% | -3.703% |
| AMD Advanced Micro Devices, Inc. | 717 | $416,512 | $403,118.91 | - | -$13,393.09 | -3.22% | -1.505% |
| AMZN Amazon.com Inc | 36,896 | $6.11M | $9.4M | - | $3.29M | 53.82% | +0.268% |
| APP AppLovin Corporation Class A Common Stock | 677 | $190,676.48 | $189,042.09 | - | -$1,634.39 | -0.86% | +6.501% |
| AVGO Broadcom Inc. | 7,059 | $910,707.6 | $2.43M | - | $1.52M | 166.89% | -0.555% |
| BABA Alibaba Group Holding Limited SP ADR | 15,669 | $2.07M | $1.74M | - | -$327,675.77 | -15.84% | -0.054% |
| BINC iShares Flexible Income Active ETF | 60,052 | $3.14M | $3.04M | - | -$99,386.38 | -3.16% | +0.109% |
| BLND Blend Labs Inc. | 45,355 | $137,879 | $46,035.32 | - | -$91,843.68 | -66.61% | +10.832% |
| BND Vanguard Total Bond Market Index Fund | 3,541 | $257,545.43 | $250,738.21 | - | -$6,807.22 | -2.64% | +0.582% |
| BNDX Vanguard Total International Bond ETF | 25,530 | $1.25M | $1.21M | - | -$49,367.08 | -3.93% | +0.34% |
| BRK-B Berkshire Hathaway Inc. | 568 | $284,881.91 | $298,728.24 | - | $13,846.33 | 4.86% | -0.08% |
| CHGX AXS Change Finance ESG ETF | 6,073 | $201,667 | $203,780.73 | - | $2,113.73 | 1.05% | +1.465% |
| COST Costco Wholesale Corporation | 247 | $192,935.85 | $241,568.47 | - | $48,632.62 | 25.21% | -0.406% |
| CRM Salesforce Inc | 1,947 | $513,278.6 | $480,324.9 | - | -$32,953.7 | -6.42% | +4.556% |
| CRWD CrowdStrike Holdings, Inc. | 1,892 | $360,965.22 | $462,726.44 | - | $101,761.22 | 28.19% | -1.893% |
| CSCO Cisco Systems, Inc. | 4,830 | $276,162.39 | $530,503.05 | - | $254,340.66 | 92.1% | -3.348% |
| DASH DoorDash, Inc. | 1,423 | $141,224.58 | $274,710.15 | - | $133,485.57 | 94.52% | +4.913% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 9,654 | $334,651.33 | $371,341.11 | - | $36,689.78 | 10.96% | +1.117% |
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FAQ
Which stocks have generated the highest profits for Josephine Lee?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $2.92M, Simon Property Group, Inc - $1.86M, Schwab U.S. Dividend Equity ETF - $1.77M, iShares Core S&P 500 ETF - $1.67M, and Fidelity Total Bond ETF - $1.55M. 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: ServiceNow, Inc - $197,678.1, Rivian Automotive, Inc - $186,360.66, Moderna, Inc - $154,226.96, Pinterest, Inc. Class A - $102,154.55, and CrowdStrike Holdings, Inc - $57,976.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Josephine Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.4M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.55M, iShares Core S&P 500 ETF - $1.05M, Schwab U.S. Dividend Equity ETF - $1.02M, Simon Property Group, Inc - $745,989.95, and Vanguard Mid-Cap ETF - $471,760.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Josephine Lee's monthly returns?
Josephine 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 Josephine Lee's strategy be considered aggressive or moderate?
Josephine 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 Josephine Lee's strategy?
Josephine 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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