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

Tracking: 0 Updated: Jul 17 at 03:00 PM

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.

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:

0.69%

Gain

Monthly

0.04%

Yearly

0.45%

Drawdown

19.9%

$61.37M

Equity

Holdings

$61.37M

Investment

$49.87M

$11.85M

Profit -$332,842.39

Realized

$349,582.14

Unrealized

$11.5M

Dividends

$1.61M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$332,842.39

Win %

79%

This Week

Compared To Last Week

Gain

-1.04%

Profit

-$644,536.4

Win %

79%

This Month

Compared to last month

Gain

-0.76%

Profit

-$471,057.32

Win %

79%

This Year

Compared to last year

Gain

11.99%

Profit

$6.57M

Win %

77%

Gainers
Losers

JNJ Johnson & Johnson

+1.83%

+$4,835.05

PANW Palo Alto Networks, Inc.

+1.78%

+$22,091.31

ABBV AbbVie Inc.

+1.57%

+$7,221.9

VZ Verizon Communications Inc.

+1.37%

+$5,335.8

CVX Chevron Corporation

+1.26%

+$3,227.11

HON Honeywell International Inc.

+1.17%

+$1,603.62

BRK-B Berkshire Hathaway Inc.

+1.04%

+$5,719.5

SCHH Schwab U.S. REIT ETF

+1.02%

+$13,435.25

DUK Duke Energy Corporation

+0.97%

+$3,346.46

JPM JPMorgan Chase & Co.

+0.78%

+$5,246.57

NEE NextEra Energy, Inc.

+0.69%

+$2,084.24

USB U.S. Bancorp

+0.46%

+$1,974.73

GOVT iShares U.S. Treasury Bond ETF

+0.24%

+$2,418.68

MBB iShares MBS ETF

+0.24%

+$5,755.27

SCHI Schwab 5-10 Year Corporate Bond ETF

+0.2%

+$3,622.28

SCHZ Schwab U.S. Aggregate Bond ETF

+0.18%

+$7,900.07

FELV Fidelity Enhanced Large Cap Value ETF

+0.17%

+$759.5

IVE ISHARES S&P 500 VALUE ETF

+0.14%

+$376.35

TSMWF Taiwan Semiconductor Manufacturing Company Limited

MELI MercadoLibre, Inc.

-3.45%

-$11,534.4

GOOGL Alphabet Inc

-2.54%

-$24,898.85

MSFT Microsoft Corp.

-2.36%

-$9,488.63

ASML ASML Holding N.V. New York Registry Shares

-2.26%

-$11,672.36

MGK Vanguard Mega Cap Growth ETF

-1.85%

-$16,063.65

QQQM Invesco NASDAQ 100 ETF

-1.64%

-$65,592.27

EMXC iShares MSCI Emerging Markets ex China ETF

-1.51%

-$31,754.8

VGT Vanguard Information Technology ETF

-1.43%

-$8,697.68

AXP American Express Company

-1.2%

-$4,496.24

QUAL iShares MSCI USA Quality Factor ETF

-1.13%

-$31,938.49

BLK BlackRock, Inc.

-1.11%

-$3,032.2

SCZ iShares MSCI EAFE Small-Cap ETF

-1.1%

-$3,806.4

IEFA iShares Core MSCI EAFE ETF

-0.8%

-$12,845.14

IVV iShares Core S&P 500 ETF

-0.79%

-$59,453.16

VOO Vanguard S&P 500 ETF

-0.78%

-$16,165.08

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.78%

-$37,700.22

CRM Salesforce Inc

-0.73%

-$1,648.08

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.71%

-$42,473.47

VXF Vanguard Extended Market ETF

-0.55%

-$17,565.24

IJT iShares S&P Small-Cap 600 Growth ETF

-0.52%

-$2,397.85

XSVM Invesco S&P SmallCap Value with Momentum ETF

-0.51%

-$8,883

AMZN Amazon.com Inc

-0.44%

-$3,483.64

VIGI Vanguard International Dividend Appreciation Index Fund

-0.31%

-$1,081.77

VBR VANGUARD SMALL-CAP VALUE ETF

-0.14%

-$1,504.48

VO Vanguard Mid-Cap ETF

-0.06%

-$505.4

AAPL Apple Inc.

-0.06%

-$375.06

Events

Dividends

Dividend Analysis

No Data

Trades 216	Longs Won 155/216 71%	Profit Factor 17.04
Profitability	Shorts Won 0/0 0%	Standard Deviation $204,345.09
Average Win $81,238.8	Best Trade (Jul 14) $1.93M	Sharpe Ratio -11.84
Average Loss -$12,114.94	Worst Trade (Jul 10) -$199,454.51	Z-Score 6.9 (100%)
Commissions $0	Avg. Trade Length 11m 2w 5d	Expectancy $54,875.01

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	5,076	4,569	4,061	3,553	3,046	2,538	2,030	1,523	1,015	508