JW
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:
20.93%
Gain +0.39%
Monthly
1.12%
Yearly
14.3%
Drawdown
15.18%
$62.25M
Equity
Holdings
$62.25M
Investment
$50.48M
$11.92M
Profit +$267,080.48
Realized
$149,341.76
Unrealized
$11.77M
Dividends
$1.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.39%
Profit
$267,080.48
Win %
76%
This Week
Compared To Last Week
Gain
0.84%
Profit
$519,368.81
Win %
76%
This Month
Compared to last month
Gain
0.84%
Profit
$519,368.81
Win %
76%
This Year
Compared to last year
Gain
9.38%
Profit
$5.34M
Win %
76%
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$7,157.59 
CVX Chevron Corporation
+1.19%
+$3,156.15 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$5,022.53 
ABBV AbbVie Inc.
+0.78%
+$3,022.72 
JNJ Johnson & Johnson
+0.31%
+$789.6 
FELV Fidelity Enhanced Large Cap Value ETF
+0.09%
+$379.75 
SCHH Schwab U.S. REIT ETF
+0.04%
+$453.97 
DUK Duke Energy Corporation
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
SPLG SPDR Portfolio S&P 500 ETF
0%
$0 
NOW ServiceNow, Inc.
-7.62%
-$15,616.65 
PANW Palo Alto Networks, Inc.
-5.64%
-$63,398.75 
HON Honeywell International Inc.
-5.09%
-$16,303.14 
CRM Salesforce Inc
-5.04%
-$14,566.94 
BX Blackstone Inc.
-4.01%
-$8,132.04 
AXP American Express Company
-3.33%
-$11,208.56 
MSFT Microsoft Corp.
-3.11%
-$15,928.92 
BLK BlackRock, Inc.
-2.74%
-$7,241.64 
USB U.S. Bancorp
-2.66%
-$9,935.4 
VZ Verizon Communications Inc.
-2.54%
-$11,769.7 
AMZN Amazon.com Inc
-2.53%
-$27,241.5 
VEEV Veeva Systems Inc.
-2.43%
-$4,706.4 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$22,181.67 
MELI MercadoLibre, Inc.
-2.05%
-$7,646.67 
AAPL Apple Inc.
-1.57%
-$11,134.76 
VGT Vanguard Information Technology ETF
-1.49%
-$9,978.32 
BKNG Booking Holdings Inc.
-1.45%
-$2,855.25 
BR Broadridge Financial Solutions, Inc.
-1.4%
-$2,206.89 
NEE NextEra Energy, Inc.
-1.24%
-$3,609.28 
MGK Vanguard Mega Cap Growth ETF
-1.12%
-$10,156.56 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-1.05%
-$22,419.67 
VXF Vanguard Extended Market ETF
-1.01%
-$22,801.24 
EMXC iShares MSCI Emerging Markets ex China ETF
-1%
-$21,727.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$58,488.54 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.85%
-$3,149.6 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$15,134.4 
GOOGL Alphabet Inc
-0.79%
-$8,614.32 
GOOG Alphabet Inc
-0.76%
-$2,967.45 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.72%
-$3,033.04 
IVV iShares Core S&P 500 ETF
-0.71%
-$54,175.74 
VOO Vanguard S&P 500 ETF
-0.71%
-$4,959.9 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.69%
-$1,449.56 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.58%
-$2,693.25 
VO Vanguard Mid-Cap ETF
-0.46%
-$4,141.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$4,716.86 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$1,007.46 
QQQM Invesco NASDAQ 100 ETF
-0.26%
-$10,188.18 
MBB iShares MBS ETF
-0.23%
-$5,160.54 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.22%
-$1,939.6 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.2%
-$8,738.55 
VOE Vanguard Mid-Cap Value ETF
-0.19%
-$440.3 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$2,230.48 
QUAL iShares MSCI USA Quality Factor ETF
-0.07%
-$1,799.25 Events
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Dividends
Dividend Analysis
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| Trades 177 | Longs Won 124/177 70% | Profit Factor 15.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,678.16 |
| Average Win $102,622.01 | Best Trade (Apr 21) $3.27M | Sharpe Ratio -15.37 |
| Average Loss -$15,205.32 | Worst Trade (Apr 10) -$224,796.9 | Z-Score 7.42 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $67,340.38 |
| 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 | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
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