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:
60.01%
Gain -1.03%
Monthly
1.48%
Yearly
19.26%
Drawdown
22.9%
$332.97M
Equity
Holdings
$332.97M
Investment
$259.89M
$86.67M
Profit -$2.25M
Realized
$13.59M
Unrealized
$73.08M
Dividends
$10.55M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$2.25M
Win %
73%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$2.24M
Win %
73%
This Month
Compared to last month
Gain
-0.67%
Profit
-$2.25M
Win %
73%
This Year
Compared to last year
Gain
0.57%
Profit
$1.89M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.33M 
GOOG Alphabet Inc
+6.88%
+$117,629.37 
GOOGL Alphabet Inc
+6.73%
+$539,931.63 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$92,917.17 
META Meta Platforms Inc Class A
+3.28%
+$119,110.1 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,670.88 
MSFT Microsoft Corp.
+3.02%
+$232,670.29 
NVDA NVIDIA Corporation
+2.93%
+$105,024.16 
MRVL Marvell Technology, Inc.
+2.32%
+$61,816.86 
CSCO Cisco Systems, Inc.
+2.14%
+$11,736.9 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,092.2 
CRM Salesforce Inc
+1.83%
+$6,444.56 
BLND Blend Labs Inc.
+1.71%
+$1,360.65 
AMAT Applied Materials, Inc.
+1.18%
+$4,820.32 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$5,201.34 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,897.82 
VUG Vanguard Growth ETF
+1.1%
+$3,605.61 
MINV Matthews Asia Innovators Active ETF
+1.06%
+$34,502.44 
NOW ServiceNow, Inc.
+1.05%
+$3,497.4 
ILCG iShares Morningstar Growth ETF
+1.01%
+$2,453.92 
TSLA Tesla, Inc.
+0.76%
+$35,333.62 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,844.29 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$14,557.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$285,834.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$26,679.21 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,165.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,003.12 
IYW iShares U.S. Technology ETF
+0.46%
+$2,415.92 
PFE Pfizer Inc.
+0.4%
+$15,005 
AVGO Broadcom Inc.
+0.37%
+$10,164.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,056.48 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$5,363.51 
KMID Virtus KAR Mid-Cap ETF
+0.31%
+$13,518.04 
SMH VanEck Semiconductor ETF
+0.3%
+$10,050.64 
JPM JPMorgan Chase & Co.
+0.27%
+$2,290.78 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$10,435.8 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$684.49 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$460.66 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$18,523.44 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.14%
+$4,942.1 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$381.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,387.89 
SOXX iShares Semiconductor ETF
+0.07%
+$241.21 
IYG iShares U.S. Financial Services ETF
+0.06%
+$323.7 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$298.2 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$370,662.25 
AAPL Apple Inc.
-7.35%
-$476,350.04 
MRNA Moderna, Inc.
-5.35%
-$23,454.6 
SHOP Shopify Inc.
-4.29%
-$16,637.25 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$8,242.16 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$6,591.75 
UA Under Armour Inc.
-2.84%
-$3,307.71 
EWY iShares MSCI South Korea ETF
-2.55%
-$5,869.08 
ABBV AbbVie Inc.
-2.51%
-$15,573.29 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$5,395.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,625.09 
PINS Pinterest, Inc. Class A
-1.72%
-$7,431.06 
UNH UnitedHealth Group Incorporated
-1.68%
-$44,604.69 
GLBE Global-E Online Ltd.
-1.41%
-$78,129.52 
NNN NNN REIT, Inc.
-1.29%
-$2,697.62 
DOC Healthpeak Properties, Inc.
-1.04%
-$40,491.55 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$7,869.22 
O Realty Income Corporation
-0.87%
-$19,937.12 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$18,179.71 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$4,507.4 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$9,324.4 
INTF iShares International Equity Factor ETF
-0.73%
-$53,370.84 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$2,345.2 
DASH DoorDash, Inc.
-0.69%
-$1,949.51 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$1,690.96 
WPC W. P. Carey Inc.
-0.65%
-$8,665.96 
GS The Goldman Sachs Group, Inc.
-0.63%
-$16,653.57 
ROST Ross Stores, Inc.
-0.59%
-$14,659.53 
LLY Eli Lilly and Company
-0.53%
-$2,261.97 
LULU lululemon athletica inc.
-0.51%
-$3,994.28 
SPG Simon Property Group, Inc.
-0.46%
-$17,146.75 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$4,708 
VGT Vanguard Information Technology ETF
-0.38%
-$52,608.35 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$17,627.3 
FDVV Fidelity High Dividend ETF
-0.35%
-$32,439.66 
FBND Fidelity Total Bond ETF
-0.27%
-$49,984.56 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$672.79 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$965.4 
COST Costco Wholesale Corporation
-0.24%
-$563.15 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,808.3 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$6,060 
VB Vanguard Small-Cap ETF
-0.22%
-$1,096.89 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$431.06 
PFM Invesco Dividend Achievers ETF
-0.21%
-$593.04 
IXN iShares Global Tech ETF
-0.21%
-$24,672.84 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$867.6 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$610.56 
ISCB iShares Morningstar Small-Cap ETF
-0.19%
-$683.2 
INDE Matthews India Active ETF
-0.18%
-$419.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$16,367.19 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.17%
-$2,395.26 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$3,218.96 
MUB iShares National Muni Bond ETF
-0.11%
-$1,407.72 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$6,779.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$858.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$451.4 
FCAL First Trust California Municipal Fund
-0.09%
-$895.37 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$604.4 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$4,148.56 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,402.02 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$188.4 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$372.9 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$757 
CHGX AXS Change Finance ESG ETF
-0.06%
-$109.31 
VO Vanguard Mid-Cap ETF
-0.05%
-$8,533.08 
V Visa Inc. Class A
-0.04%
-$254.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$97.06 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$180.68 
UBER Uber Technologies, Inc.
-0.01%
-$39.17 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$127.89 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$698.74 Events
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Dividends
Dividend Analysis
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| Trades 995 | Longs Won 746/995 74% | Profit Factor 18.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $406,654.36 |
| Average Win $122,756.68 | Best Trade (Aug 14) $9.33M | Sharpe Ratio -12.23 |
| Average Loss -$19,714.89 | Worst Trade (Sep 01) -$286,224.22 | Z-Score 8.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $87,102.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,427 | $4.14M | $6M | - | $1.86M | 44.88% | -7.354% |
| ABBV AbbVie Inc. | 2,407 | $377,595.16 | $604,012.58 | - | $226,417.42 | 59.96% | -2.513% |
| AMAT Applied Materials, Inc. | 817 | $209,961.03 | $414,766.4 | - | $204,805.37 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 717 | $416,512 | $341,399.54 | - | -$75,112.46 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 36,896 | $6.11M | $10.02M | - | $3.91M | 63.98% | +15.321% |
| APP AppLovin Corporation Class A Common Stock | 677 | $190,676.48 | $268,024.29 | - | $77,347.81 | 40.56% | -1.973% |
| AVGO Broadcom Inc. | 7,059 | $910,707.6 | $2.75M | - | $1.84M | 201.74% | +0.371% |
| BABA Alibaba Group Holding Limited SP ADR | 15,669 | $2.07M | $1.92M | - | -$153,123.11 | -7.4% | +5.098% |
| BINC iShares Flexible Income Active ETF | 60,052 | $3.14M | $3.12M | - | -$21,018.52 | -0.67% | -0.077% |
| BLND Blend Labs Inc. | 45,355 | $137,879 | $80,731.9 | - | -$57,147.1 | -41.45% | +1.714% |
| BND Vanguard Total Bond Market Index Fund | 3,541 | $257,545.43 | $255,766.43 | - | -$1,779 | -0.69% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 25,530 | $1.25M | $1.22M | - | -$35,070.28 | -2.8% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 568 | $284,881.91 | $290,554.72 | - | $5,672.81 | 1.99% | +0.365% |
| CHGX AXS Change Finance ESG ETF | 6,073 | $201,667 | $197,421.08 | - | -$4,245.92 | -2.11% | -0.055% |
| COST Costco Wholesale Corporation | 247 | $192,935.85 | $235,116.83 | - | $42,180.98 | 21.86% | -0.239% |
| CRM Salesforce Inc | 1,947 | $513,278.6 | $358,286.95 | - | -$154,991.65 | -30.2% | +1.832% |
| CRWD CrowdStrike Holdings, Inc. | 1,892 | $360,965.22 | $361,107.12 | - | $141.9 | 0.04% | +3.045% |
| CSCO Cisco Systems, Inc. | 4,830 | $276,162.39 | $560,231.7 | - | $284,069.31 | 102.86% | +2.14% |
| DASH DoorDash, Inc. | 1,423 | $141,224.58 | $279,135.68 | - | $137,911.1 | 97.65% | -0.694% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 9,654 | $334,651.33 | $392,145.48 | - | $57,494.15 | 17.18% | -0.246% |
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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 - $1.83M, Schwab U.S. Dividend Equity ETF - $1.69M, iShares Core S&P 500 ETF - $1.55M, 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 $10.55M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.55M, Schwab U.S. Dividend Equity ETF - $932,975.7, iShares Core S&P 500 ETF - $926,230.31, Simon Property Group, Inc - $709,933.7, and Pfizer Inc - $416,049.38. 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.
