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:
7.07%
Gain
Monthly
0.22%
Yearly
2.73%
Drawdown
33.4%
$312.12M
Equity
Holdings
$312.12M
Investment
$237.93M
$85.24M
Profit -$1.44M
Realized
$11.06M
Unrealized
$74.18M
Dividends
$10.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.44M
Win %
80%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.8M
Win %
80%
This Month
Compared to last month
Gain
0.18%
Profit
$559,229.43
Win %
80%
This Year
Compared to last year
Gain
14.08%
Profit
$38.53M
Win %
80%
UA Under Armour Inc.
+4.63%
+$7,395.67 
MDT Medtronic plc
+3.88%
+$7,971.87 
CRM Salesforce Inc
+3.62%
+$13,122.45 
BLND Blend Labs Inc.
+3.51%
+$2,721.3 
ABBV AbbVie Inc.
+3.44%
+$28,534.39 
O Realty Income Corporation
+3.42%
+$74,813.74 
ROST Ross Stores, Inc.
+3.28%
+$72,369.07 
WPC W. P. Carey Inc.
+3.24%
+$51,059.44 
PEY Invesco High Yield Equity Dividend Achievers ETF
+3.15%
+$25,108.95 
COST Costco Wholesale Corporation
+2.92%
+$7,667 
SHOP Shopify Inc.
+2.91%
+$11,484.41 
IYK iShares U.S. Consumer Staples ETF
+2.69%
+$18,015.65 
SPG Simon Property Group, Inc.
+2.52%
+$99,323.12 
DOC Healthpeak Properties, Inc.
+2.35%
+$15,692.19 
FRT Federal Realty Investment Trust
+2.21%
+$92,186.4 
MSFT Microsoft Corp.
+2.13%
+$116,256 
SCHD Schwab U.S. Dividend Equity ETF
+2.1%
+$185,727.72 
V Visa Inc. Class A
+1.96%
+$13,286.54 
UNH UnitedHealth Group Incorporated
+1.93%
+$50,326.64 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.82%
+$8,323.7 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.79%
+$6,349.55 
LLY Eli Lilly and Company
+1.45%
+$6,286.94 
AAPL Apple Inc.
+1.36%
+$81,426.1 
MOAT VanEck Morningstar Wide Moat Fund
+1.28%
+$3,583.6 
DON WisdomTree U.S. MidCap Dividend Fund
+1.21%
+$8,153.56 
IMCV iShares Morningstar Mid-Cap ETF
+1.11%
+$3,520.22 
KMID Virtus KAR Mid-Cap ETF
+1.11%
+$67,336.36 
PFE Pfizer Inc.
+1.09%
+$39,418.66 
RWK Invesco S&P Midcap 400 Revenue ETF
+1.03%
+$3,545.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.97%
+$14,468.01 
UBER Uber Technologies, Inc.
+0.95%
+$3,892.98 
LULU lululemon athletica inc.
+0.78%
+$4,734.73 
ISCB iShares Morningstar Small-Cap ETF
+0.76%
+$3,117.94 
RSP Invesco S&P 500 Equal Weight ETF
+0.73%
+$74,892.48 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$2,140.84 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.6%
+$63,064.56 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$29,136.64 
FDVV Fidelity High Dividend ETF
+0.45%
+$40,213.6 
BABA Alibaba Group Holding Limited SP ADR
+0.42%
+$7,911.45 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$4,665.56 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$828.8 
NOW ServiceNow, Inc.
+0.32%
+$1,507.5 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$5,621.67 
XMHQ Invesco S&P MidCap Quality ETF
+0.24%
+$7,742.79 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$1,817.2 
NUSC Nuveen ESG Small-Cap ETF
+0.2%
+$765.6 
VB Vanguard Small-Cap ETF
+0.14%
+$678.97 
PLTR Palantir Technologies Inc.
+0.04%
+$98.17 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$81.11 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$72.15 
JSCP JPMorgan Short Duration Core Plus ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MRVL Marvell Technology, Inc.
-9.02%
-$298,759.62 
MRNA Moderna, Inc.
-6.17%
-$32,740.39 
RIVN Rivian Automotive, Inc.
-5.65%
-$147,296.82 
GS The Goldman Sachs Group, Inc.
-5.18%
-$175,607.98 
AVGO Broadcom Inc.
-4.51%
-$117,876.61 
SMH VanEck Semiconductor ETF
-3.96%
-$113,607.87 
MINV Matthews Asia Innovators Active ETF
-3.52%
-$76,329.04 
AMAT Applied Materials, Inc.
-3.25%
-$15,466.84 
GOOG Alphabet Inc
-2.99%
-$49,384.01 
GOOGL Alphabet Inc
-2.97%
-$251,405.23 
APP AppLovin Corporation Class A Common Stock
-2.82%
-$9,766.5 
NVDA NVIDIA Corporation
-2.61%
-$96,356.2 
CSCO Cisco Systems, Inc.
-2.51%
-$14,134.3 
IXN iShares Global Tech ETF
-2.5%
-$305,121.12 
IYW iShares U.S. Technology ETF
-2.16%
-$11,990.32 
META Meta Platforms Inc Class A
-2.06%
-$93,248.54 
FBCG Fidelity Blue Chip Growth Fund
-2.01%
-$9,816.25 
VGT Vanguard Information Technology ETF
-2%
-$285,192 
ILCG iShares Morningstar Growth ETF
-1.74%
-$7,862.53 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$4,727.39 
DASH DoorDash, Inc.
-1.53%
-$4,159.7 
GLBE Global-E Online Ltd.
-1.51%
-$82,315.03 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-1.49%
-$37,695 
VOT Vanguard Mid-Cap Growth ETF
-1.35%
-$3,222.72 
VUG Vanguard Growth ETF
-1.28%
-$4,307.52 
JPM JPMorgan Chase & Co.
-1.18%
-$10,212.24 
TSLA Tesla, Inc.
-1.1%
-$69,795.94 
PINS Pinterest, Inc. Class A
-1.01%
-$4,914 
XSMO Invesco S&P SmallCap Momentum ETF
-0.96%
-$23,711.6 
AMZN Amazon.com Inc
-0.94%
-$86,280 
INTF iShares International Equity Factor ETF
-0.73%
-$42,017.71 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.73%
-$5,385.09 
IDHQ Invesco S&P International Developed Quality ETF
-0.62%
-$4,686.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.58%
-$22,532.64 
VOO Vanguard S&P 500 ETF
-0.58%
-$3,191.76 
IVV iShares Core S&P 500 ETF
-0.58%
-$250,694.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.55%
-$1,460.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$3,785.76 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.3%
-$4,008.97 
IYG iShares U.S. Financial Services ETF
-0.23%
-$1,312.65 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.2%
-$5,243.62 
BNDX Vanguard Total International Bond ETF
-0.18%
-$3,281.34 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$6,149.08 
MUB iShares National Muni Bond ETF
-0.14%
-$2,051.32 
FCAL First Trust California Municipal Fund
-0.12%
-$1,208.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$507.15 
NAC Nuveen California Quality Municipal Income Fund
-0.08%
-$997.35 
VO Vanguard Mid-Cap ETF
-0.06%
-$10,628.4 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.06%
-$850.43 
FBND Fidelity Total Bond ETF
-0.04%
-$7,955.28 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$57.62 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$173.93 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.01%
-$37.58 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$27.02 
SHY iShares 1-3 Year Treasury Bond ETF
0%
-$27.6 Events
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Dividends
Dividend Analysis
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| Trades 881 | Longs Won 687/881 77% | Profit Factor 25.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $432,692.96 |
| Average Win $129,105.98 | Best Trade (Jul 15) $8.95M | Sharpe Ratio -12.08 |
| Average Loss -$17,800.84 | Worst Trade (Jul 10) -$321,833.6 | Z-Score 19.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $96,756.46 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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