Jeremy Will Portfolio
Invests via Bestgate Wealth Advisors LLC | Managed by Jeremy Will, Philip H. Weiss, Greg Will, Tim Stolz
Invests via Bestgate Wealth Advisors LLC
Managed by Jeremy Will, Philip H. Weiss, Greg Will, Tim Stolz
Automatically Tracked
Senior private markets investor and operator focused on growth-stage technology and fintech companies, Jeremy Will brings operating experience, deal-sourcing and portfolio management capabilities to institutional and venture capital contexts. Known for sector diligence, negotiating term structures and scaling go-to-market teams, he has worked across growth equity, corporate development and startup operating roles and engages LPs on fund strategy and governance. Regular contributor to transaction execution and board-level value creation initiatives, with an emphasis on revenue operations and unit-economics-driven scaling.
Senior private markets investor and operator focused on growth-stage technology and fintech companies, Jeremy Will brings operating experience, deal-sourcing and portfolio management capabilities to institutional and venture capital contexts. Known for sector diligence, negotiating term structures and scaling go-to-market teams, he has worked across growth equity, corporate development and startup operating roles and engages LPs on fund strategy and governance. Regular contributor to transaction execution and board-level value creation initiatives, with an emphasis on revenue operations and unit-economics-driven scaling.
Investment Philosophy & Strategy
Specializes in growth-stage technology and fintech investments, favoring revenue‑driven companies with clear unit economics and scalable go‑to‑market motion. Combines operator-led diligence with structured term negotiation to protect downside while enabling growth capital. Emphasizes active portfolio management, board engagement, and revenue operations to accelerate ARR expansion. Investment horizon is growth-equity multi-year, disciplined on valuation, KPIs and predictable monetization paths.
Specializes in growth-stage technology and fintech investments, favoring revenue‑driven companies with clear unit economics and scalable go‑to‑market motion. Combines operator-led diligence with structured term negotiation to protect downside while enabling growth capital. Emphasizes active portfolio management, board engagement, and revenue operations to accelerate ARR expansion. Investment horizon is growth-equity multi-year, disciplined on valuation, KPIs and predictable monetization paths.
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:
29.4%
Gain +3.05%
Monthly
1.34%
Yearly
17.29%
Drawdown
14.58%
$63.54M
Equity
Holdings
$63.54M
Investment
$49.75M
$14.16M
Profit +$1.79M
Realized
$373,639.95
Unrealized
$13.79M
Dividends
$1.66M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.05%
Profit
$1.79M
Win %
81%
This Week
Compared To Last Week
Gain
2.74%
Profit
$1.69M
Win %
81%
This Month
Compared to last month
Gain
3.47%
Profit
$2.13M
Win %
81%
This Year
Compared to last year
Gain
2.61%
Profit
$1.62M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$115,311.65 
GOOG Alphabet Inc
+6.88%
+$15,964.15 
GOOGL Alphabet Inc
+6.73%
+$61,455.45 
MSFT Microsoft Corp.
+3.02%
+$13,647.23 
CVX Chevron Corporation
+2.35%
+$6,287.32 
PANW Palo Alto Networks, Inc.
+1.89%
+$21,531.15 
VZ Verizon Communications Inc.
+1.52%
+$5,784.8 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$9,362.25 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$21,494.04 
VOO Vanguard S&P 500 ETF
+0.71%
+$16,621.34 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$26,901.98 
IVV iShares Core S&P 500 ETF
+0.69%
+$50,708.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$31,681.82 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$2,495.5 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,075.76 
JPM JPMorgan Chase & Co.
+0.27%
+$1,697.64 
JNJ Johnson & Johnson
+0.21%
+$507.74 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$5,138.93 
USB U.S. Bancorp
+0.17%
+$736.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$71.6 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$48,402.48 
ABBV AbbVie Inc.
-2.51%
-$11,710.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,485.14 
NEE NextEra Energy, Inc.
-1.15%
-$3,271.39 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$2,510.2 
BLK BlackRock, Inc.
-0.73%
-$2,010.96 
DUK Duke Energy Corporation
-0.67%
-$2,252.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$42,287.89 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$9,427.95 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,680.25 
SCHH Schwab U.S. REIT ETF
-0.49%
-$6,501.72 
MELI MercadoLibre, Inc.
-0.41%
-$1,400.41 
MBB iShares MBS ETF
-0.4%
-$9,686.23 
VGT Vanguard Information Technology ETF
-0.38%
-$2,294.48 
AXP American Express Company
-0.38%
-$1,254.75 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$6,068.75 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$13,337.17 
VXF Vanguard Extended Market ETF
-0.3%
-$9,479.92 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,608.92 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$870.63 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,736.16 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$521.09 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$3,307.28 
VO Vanguard Mid-Cap ETF
-0.05%
-$383.2 Events
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Dividends
Dividend Analysis
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| Trades 245 | Longs Won 184/245 75% | Profit Factor 22.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $226,318.06 |
| Average Win $80,621.07 | Best Trade (Aug 14) $2.17M | Sharpe Ratio -9.31 |
| Average Loss -$11,006.25 | Worst Trade (Jun 29) -$175,567.82 | Z-Score 8.38 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $57,807.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,974 | $494,450.85 | $609,788.34 | - | $115,337.49 | 23.33% | -7.354% |
| ABBV AbbVie Inc. | 1,810 | $419,048 | $454,201.4 | - | $35,153.4 | 8.39% | -2.513% |
| AMZN Amazon.com Inc | 3,196 | $703,772.03 | $867,969.65 | - | $164,197.62 | 23.33% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 289 | $200,969.14 | $470,781 | - | $269,811.86 | 134.26% | -1.359% |
| AVUV Avantis U.S. Small Cap Value ETF | 1,790 | $223,320 | $224,251.2 | - | $931.2 | 0.42% | +0.032% |
| AXP American Express Company | 988 | $293,228.19 | $332,215 | - | $38,986.81 | 13.3% | -0.376% |
| BLK BlackRock, Inc. | 252 | $259,912.64 | $274,778.28 | - | $14,865.64 | 5.72% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 1,116 | $505,860.89 | $570,878.64 | - | $65,017.75 | 12.85% | +0.365% |
| CVX Chevron Corporation | 1,391 | $201,472.58 | $273,790.53 | - | $72,317.95 | 35.89% | +2.35% |
| DUK Duke Energy Corporation | 2,682 | $289,000.7 | $336,403.26 | - | $47,402.56 | 16.4% | -0.665% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 22,866 | $1.33M | $2.11M | - | $774,786.85 | 58.18% | +1.031% |
| FELV Fidelity Enhanced Large Cap Value ETF | 10,850 | $330,600 | $455,266 | - | $124,666 | 37.71% | +0.551% |
| GOOG Alphabet Inc | 695 | $245,564 | $247,871.74 | - | $2,307.74 | 0.94% | +6.884% |
| GOOGL Alphabet Inc | 2,735 | $540,434.66 | $974,015.55 | - | $433,580.89 | 80.23% | +6.734% |
| GOVT iShares U.S. Treasury Bond ETF | 43,482 | $999,532.84 | $976,170.9 | - | -$23,361.94 | -2.34% | -0.267% |
| IEFA iShares Core MSCI EAFE ETF | 14,965 | $1.16M | $1.47M | - | $309,752.51 | 26.69% | -0.637% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 2,353 | $318,525.36 | $406,363.1 | - | $87,837.74 | 27.58% | -0.214% |
| IVE ISHARES S&P 500 VALUE ETF | 1,158 | $221,039 | $268,320.19 | - | $47,281.19 | 21.39% | -0.194% |
| IVV iShares Core S&P 500 ETF | 9,904 | $5.83M | $7.43M | - | $1.6M | 27.46% | +0.687% |
| JNJ Johnson & Johnson | 958 | $177,654.65 | $245,583.31 | - | $67,928.66 | 38.24% | +0.207% |
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FAQ
Which stocks have generated the highest profits for Jeremy Will?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $285,733.6, Schwab U.S. Aggregate Bond ETF - $284,502.1, iShares Core MSCI EAFE ETF - $166,736.23, iShares Core S&P 500 ETF - $147,043.21, and iShares MBS ETF - $141,082.76. 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: Salesforce Inc - $197,357.59, ServiceNow, Inc - $96,589.14, Becton, Dickinson and Company - $48,385.95, PayPal Holdings Inc - $27,071.6, and Blackstone Inc - $22,214.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Will's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.66M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $282,667.34, VANGUARD FTSE DEVELOPED MARKETS ETF - $220,827.91, iShares MBS ETF - $141,082.76, iShares Core S&P 500 ETF - $123,324.63, and Schwab 5-10 Year Corporate Bond ETF - $80,275.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Will's monthly returns?
Jeremy Will's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jeremy Will's strategy be considered aggressive or moderate?
Jeremy Will's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jeremy Will's strategy?
Jeremy Will's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
