William Cantus Portfolio
Invests via Pacific Sage Partners LLC | Managed by Mark R. Anderson, William R. Cantus, Colin H. Gray, James R. McBarron
Invests via Pacific Sage Partners LLC
Managed by Mark R. Anderson, William R. Cantus, Colin H. Gray, James R. McBarron
Automatically Tracked
William Cantus Profile
William Cantus is an accomplished entrepreneur with a keen focus on technology startups and innovation. His career includes the founding of several successful ventures that have disrupted traditional markets through novel solutions. As a driving force in the entrepreneurial ecosystem, he has cultivated valuable networks and serves as a mentor to emerging talent within the tech community. Additionally, his insights into market trends and consumer behavior make him a sought-after advisor for firms looking to navigate complex growth challenges. His dynamic approach underscores the relevance of agile leadership in today’s fast-paced business landscape.
William Cantus is an accomplished entrepreneur with a keen focus on technology startups and innovation. His career includes the founding of several successful ventures that have disrupted traditional markets through novel solutions. As a driving force in the entrepreneurial ecosystem, he has cultivated valuable networks and serves as a mentor to emerging talent within the tech community. Additionally, his insights into market trends and consumer behavior make him a sought-after advisor for firms looking to navigate complex growth challenges. His dynamic approach underscores the relevance of agile leadership in today’s fast-paced business landscape.
Investment Philosophy & Strategy
Opportunities within the technology sector are constantly evolving, and William Cantus leverages his entrepreneurial background to identify unique investment prospects. His strategy emphasizes innovation-driven companies that possess the potential for significant disruption in established markets. By fostering relationships with emerging startups, he not only assesses their market fit but also offers mentorship to enhance their growth trajectories. A hands-on approach enables swift capital allocation into ventures aligned with transformational trends in consumer behavior and technological advancement. This perspective positions him effectively as an advocate for agile solutions that can pivot in response to market demands.
Opportunities within the technology sector are constantly evolving, and William Cantus leverages his entrepreneurial background to identify unique investment prospects. His strategy emphasizes innovation-driven companies that possess the potential for significant disruption in established markets. By fostering relationships with emerging startups, he not only assesses their market fit but also offers mentorship to enhance their growth trajectories. A hands-on approach enables swift capital allocation into ventures aligned with transformational trends in consumer behavior and technological advancement. This perspective positions him effectively as an advocate for agile solutions that can pivot in response to market demands.
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:
36.3%
Gain -0.57%
Monthly
1.02%
Yearly
13.02%
Drawdown
13.74%
$660.3M
Equity
Holdings
$660.3M
Investment
$520.17M
$159.21M
Profit -$2.72M
Realized
$19.09M
Unrealized
$140.13M
Dividends
$31.7M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$2.72M
Win %
75%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$5.73M
Win %
75%
This Month
Compared to last month
Gain
-0.99%
Profit
-$6.61M
Win %
75%
This Year
Compared to last year
Gain
4.11%
Profit
$26.09M
Win %
75%
MSFT Microsoft Corp.
+2.15%
+$1.6M 
INTC Intel Corporation
+2.12%
+$33,354.24 
PGR Progressive Corporation
+2.05%
+$31,051.44 
AVGO Broadcom Inc.
+1.98%
+$10,136.97 
PLTR Palantir Technologies Inc.
+1.87%
+$3,517.28 
UAL United Airlines Holdings, Inc.
+1.83%
+$6,469.26 
CRM Salesforce Inc
+1.76%
+$5,400 
LUMN Lumen Technologies Inc.
+1.67%
+$1,762.63 
TMUS T-Mobile US, Inc.
+1.67%
+$5,286.87 
ALL Allstate Corporation
+1.58%
+$4,014.86 
GOOG Alphabet Inc
+1.52%
+$65,446.5 
GOOGL Alphabet Inc
+1.5%
+$54,277.56 
CVX Chevron Corporation
+1.21%
+$15,774.87 
AMZN Amazon.com Inc
+1.12%
+$178,997.04 
ABT Abbott Laboratories
+0.99%
+$3,486 
MPC Marathon Petroleum Corporation
+0.9%
+$2,668.4 
CI The Cigna Group
+0.89%
+$6,817.62 
T AT&T Inc.
+0.8%
+$3,318.53 
SHOP Shopify Inc.
+0.74%
+$1,962.36 
XOM Exxon Mobil Corporation
+0.7%
+$10,594.68 
FFIV F5 Inc.
+0.69%
+$20,119.65 
V Visa Inc. Class A
+0.67%
+$10,401.56 
HON Honeywell International Inc.
+0.52%
+$996.44 
SLV iShares Silver Trust
+0.37%
+$1,011.75 
PSLV Sprott Physical Silver Trust
+0.33%
+$27,365.78 
NVDA NVIDIA Corporation
+0.23%
+$13,683.4 
IBM International Business Machines Corporation
+0.14%
+$390.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.14%
+$365.6 
VGT Vanguard Information Technology ETF
+0.12%
+$324.48 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$846.07 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,742 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$10,041.28 
OKE ONEOK, Inc.
+0.06%
+$339.48 
VUG Vanguard Growth ETF
+0.04%
+$128.16 
SLDR Global X Short-Term Treasury Ladder ETF
+0.02%
+$3,440.74 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BITF Bitfarms Ltd.
0%
$0 
CLIP Global X 1-3 Month T-Bill ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.99%
-$82,862.64 
UPS United Parcel Service, Inc.
-3.85%
-$14,455.23 
TSLA Tesla, Inc.
-2.97%
-$82,354.4 
PANW Palo Alto Networks, Inc.
-2.79%
-$132,264 
LLY Eli Lilly and Company
-2.74%
-$49,240.42 
MRK Merck & Co., Inc.
-2.42%
-$5,540.37 
GE General Electric Company
-2.16%
-$6,918.76 
AAPL Apple Inc.
-2.14%
-$241,741.5 
FDX FedEx Corporation
-2.13%
-$7,104.89 
BA Boeing Company
-2.08%
-$39,020.54 
NFLX Netflix, Inc.
-2%
-$20,410.2 
SFBC Sound Financial Bancorp Inc.
-1.98%
-$33,657.63 
DE Deere & Company
-1.86%
-$46,586.66 
UNP Union Pacific Corporation
-1.85%
-$6,948.37 
TRP TC Energy Corporation
-1.79%
-$4,652.5 
WMT Walmart Inc.
-1.79%
-$23,702.76 
HD The Home Depot, Inc.
-1.71%
-$32,737.31 
JNJ Johnson & Johnson
-1.66%
-$18,691.63 
SRE Sempra
-1.63%
-$4,360.5 
PCAR PACCAR Inc.
-1.48%
-$15,362.05 
BAC Bank of America Corporation
-1.35%
-$10,773.4 
DIS The Walt Disney Company
-1.26%
-$5,953.2 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$4,836 
DHR Danaher Corporation
-1.13%
-$3,832.29 
CSCO Cisco Systems, Inc.
-1.11%
-$20,069.4 
ADBE Adobe Inc.
-1.06%
-$26,495.56 
AFRM Affirm Holdings, Inc.
-0.99%
-$10,350 
BMY Bristol-Myers Squibb Company
-0.92%
-$2,407.44 
GLW Corning Incorporated
-0.89%
-$2,666.02 
AMAT Applied Materials, Inc.
-0.75%
-$34,808.4 
EFA iShares MSCI EAFE ETF
-0.73%
-$5,099.27 
DFAS Dimensional U.S. Small Cap ETF
-0.7%
-$101,218.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$7,182.24 
NKE Nike, Inc. - Class B
-0.67%
-$1,141.06 
REGN Regeneron Pharmaceuticals, Inc.
-0.67%
-$1,398.31 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$2,849.73 
JPM JPMorgan Chase & Co.
-0.65%
-$4,342.65 
VB Vanguard Small-Cap ETF
-0.65%
-$2,972.16 
SBUX Starbucks Corporation
-0.65%
-$22,185 
IVE ISHARES S&P 500 VALUE ETF
-0.63%
-$2,149.11 
SCHM Schwab U.S. Mid-Cap ETF
-0.63%
-$92,161.3 
AMGN Amgen Inc.
-0.58%
-$11,170.28 
PG Procter & Gamble Co
-0.56%
-$3,277.68 
DISV Dimensional International Small Cap Equity Fund
-0.56%
-$57,771.17 
SCHF Schwab International Equity ETF
-0.56%
-$250,992.75 
COST Costco Wholesale Corporation
-0.54%
-$34,663.59 
AVXC Avantis Emerging Markets Ex China ETF
-0.54%
-$61,917.66 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$1,924.4 
NEM Newmont Corporation
-0.51%
-$1,395.18 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$3,421.23 
PI Impinj, Inc.
-0.47%
-$1,422.85 
AVDV Avantis International Small Cap Value ETF
-0.47%
-$4,046.4 
VTV Vanguard Value ETF
-0.46%
-$3,453.19 
IWD iShares Russell 1000 Value ETF
-0.44%
-$170,516.34 
XCEM Columbia EM Core ex-China ETF
-0.44%
-$2,695.56 
ABBV AbbVie Inc.
-0.41%
-$1,242.79 
VEU Vanguard FTSE All-World ex-US ETF
-0.41%
-$1,085.7 
VO Vanguard Mid-Cap ETF
-0.39%
-$1,781.88 
TT Trane Technologies plc
-0.34%
-$2,165.45 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.34%
-$1,130.91 
VT Vanguard Total World Stock ETF
-0.33%
-$926.67 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.31%
-$260.18 
PHYS Sprott Physical Gold Trust
-0.23%
-$22,944.32 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.22%
-$191,400.55 
GLD SPDR Gold Shares
-0.22%
-$3,211.12 
VZ Verizon Communications Inc.
-0.22%
-$934.23 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$1,166.11 
IVV iShares Core S&P 500 ETF
-0.18%
-$588.87 
VOO Vanguard S&P 500 ETF
-0.17%
-$445.76 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$1,178.73 
PM Philip Morris International Inc.
-0.13%
-$377.4 
BINC iShares Flexible Income Active ETF
-0.12%
-$70,388.76 
OEF iShares S&P 100 ETF
-0.09%
-$217.29 
B BARRICK MINING CORP Common Stock (ABR0)
-0.09%
-$270.42 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$26,267.88 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$25,489.52 
CMCSA Comcast Corp
-0.04%
-$79.77 
CEF Sprott Physical Gold and Silver Trust
-0.04%
-$2,938.61 
MCD McDonald's Corporation
-0.03%
-$123.38 
META Meta Platforms Inc Class A
-0.03%
-$285.44 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.02%
-$3,896.86 Events
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Dividends
Dividend Analysis
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| Trades 1070 | Longs Won 796/1070 74% | Profit Factor 21.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $209,594.24 | Best Trade (Jul 20) $28.55M | Sharpe Ratio -94.4 |
| Average Loss -$28,018.45 | Worst Trade (Jul 27) -$1.4M | Z-Score 9.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $148,796.51 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for William Cantus?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $6.62M, Schwab Intermediate-Term U.S. Treasury ETF - $5.74M, Schwab International Equity ETF - $4.25M, Vanguard Short-Term Treasury Fund - $4.12M, and iShares Flexible Income Active ETF - $2.75M. 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: iShares MSCI Japan ETF - $58,997.41, Invesco CurrencyShares Japanese Yen Trust - $51,388.4, CVS Health Corporation - $48,409.81, Bristol-Myers Squibb Company - $16,989.44, and VANGUARD TOTAL STOCK MKT ETF - $8,974.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Cantus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.7M earned over time. The largest contributors to dividend income include Schwab Intermediate-Term U.S. Treasury ETF - $5.72M, Vanguard Short-Term Treasury Fund - $3.98M, Schwab International Equity ETF - $3.19M, iShares Flexible Income Active ETF - $2.75M, and Microsoft Corp - $2.13M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Cantus's monthly returns?
William Cantus's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can William Cantus's strategy be considered aggressive or moderate?
William Cantus'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 William Cantus's strategy?
William Cantus'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.
