Jeff Ramsey Portfolio
Invests via Quotient Wealth Partners, LLC | Managed by Quotient Wealth Partners, LLC, Timothy (Tim) Harder
Invests via Quotient Wealth Partners, LLC
Managed by Quotient Wealth Partners, LLC, Timothy (Tim) Harder
Automatically Tracked
Jeff Ramsey Profile
Senior finance executive and investor with experience in corporate development, M&A and operations across growth-stage and lower-middle-market companies. Jeff Ramsey blends hands-on operational leadership with capital-raising and portfolio management, advising strategic exits and restructurings. Known for sourcing deal flow, implementing margin improvement programs and driving revenue expansion; engages with PE sponsors, family offices and corporate acquirers.
Senior finance executive and investor with experience in corporate development, M&A and operations across growth-stage and lower-middle-market companies. Jeff Ramsey blends hands-on operational leadership with capital-raising and portfolio management, advising strategic exits and restructurings. Known for sourcing deal flow, implementing margin improvement programs and driving revenue expansion; engages with PE sponsors, family offices and corporate acquirers.
Investment Philosophy & Strategy
Combines operationally driven private-market investing with pragmatic capital allocation focused on growth-stage and lower-middle-market companies. Prioritizes investments where active operational involvement—margin improvement, revenue expansion, and strategic M&A—can accelerate value creation. Employs a sourcing bias toward proprietary deal flow through sponsor, family office, and corporate networks, favors control or influence positions that enable restructuring and exit planning, balances downside protection with staged capital deployment, and targets 3–7 year horizons for strategic exits.
Combines operationally driven private-market investing with pragmatic capital allocation focused on growth-stage and lower-middle-market companies. Prioritizes investments where active operational involvement—margin improvement, revenue expansion, and strategic M&A—can accelerate value creation. Employs a sourcing bias toward proprietary deal flow through sponsor, family office, and corporate networks, favors control or influence positions that enable restructuring and exit planning, balances downside protection with staged capital deployment, and targets 3–7 year horizons for strategic exits.
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:
38.69%
Gain -0.63%
Monthly
1.03%
Yearly
13.04%
Drawdown
12.99%
$4.16B
Equity
Holdings
$4.16B
Investment
$3.35B
$975.17M
Profit -$21.36M
Realized
$159.32M
Unrealized
$815.85M
Dividends
$211.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$21.36M
Win %
74%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$254,057.17
Win %
74%
This Month
Compared to last month
Gain
-0.51%
Profit
-$21.36M
Win %
74%
This Year
Compared to last year
Gain
9.59%
Profit
$364.48M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.48M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$20,212.4 
ETN Eaton Corporation plc
+7.32%
+$57,101.27 
GOOG Alphabet Inc
+6.88%
+$436,705.64 
GOOGL Alphabet Inc
+6.73%
+$721,107.24 
PTEN Patterson-UTI Energy Inc.
+6.4%
+$9,691.29 
VRT Vertiv Holdings Co
+6.18%
+$25,508.93 
ANET Arista Networks, Inc.
+5.46%
+$39,941.76 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$10,685.86 
FTNT Fortinet Inc.
+4.99%
+$21,983.5 
APO Apollo Global Management, Inc.
+4.44%
+$14,861.22 
S SentinelOne Inc.
+3.59%
+$30,871.45 
TT Trane Technologies plc
+3.33%
+$20,494 
META Meta Platforms Inc Class A
+3.28%
+$157,599.44 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$13,428.57 
ARES Ares Management Corporation
+3.2%
+$7,872.5 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$27,996.96 
MSFT Microsoft Corp.
+3.02%
+$464,904.74 
NVDA NVIDIA Corporation
+2.93%
+$585,909.53 
LDOS Leidos Holdings Inc.
+2.84%
+$6,025.91 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$4,731.35 
CVX Chevron Corporation
+2.35%
+$180,307.32 
MRVL Marvell Technology, Inc.
+2.32%
+$13,184.7 
ORLY O'Reilly Automotive Inc.
+2.28%
+$12,162.88 
BP BP p.l.c. Sponsored ADR
+2.26%
+$67,754 
FAST Fastenal Co.
+2.25%
+$6,533.1 
GLW Corning Incorporated
+2.24%
+$6,381.18 
EOG EOG Resources, Inc.
+2.19%
+$5,441 
CDNS Cadence Design Systems, Inc.
+2.16%
+$10,375.17 
CSCO Cisco Systems, Inc.
+2.14%
+$39,985.65 
PSA Public Storage Common Stock
+2.12%
+$7,439.04 
KEYS Keysight Technologies, Inc.
+2.04%
+$5,782.94 
PDS Precision Drilling Corporation
+2.02%
+$103,571.16 
OKE ONEOK, Inc.
+1.95%
+$6,873 
JCI Johnson Controls International plc
+1.93%
+$7,000.04 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,893.77 
PANW Palo Alto Networks, Inc.
+1.89%
+$53,302.05 
CRM Salesforce Inc
+1.83%
+$15,417.95 
ORCL Oracle Corporation
+1.81%
+$18,242.07 
HWM Howmet Aerospace Inc.
+1.8%
+$10,587.5 
HCA HCA Healthcare Inc.
+1.72%
+$7,092.39 
KMI Kinder Morgan, Inc.
+1.64%
+$6,530.16 
SHEL Shell plc
+1.62%
+$7,608.72 
ACN Accenture plc Class A
+1.61%
+$7,198.34 
FANG Diamondback Energy Inc
+1.59%
+$3,583.86 
BSX Boston Scientific Corporation
+1.59%
+$3,598.17 
VZ Verizon Communications Inc.
+1.52%
+$23,288.3 
LMT Lockheed Martin Corporation
+1.5%
+$51,693.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$6.15M 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$95,047.68 
NOC Northrop Grumman Corporation
+1.43%
+$4,768.75 
PH Parker-Hannifin Corporation
+1.43%
+$9,879.1 
PWR Quanta Services Inc.
+1.43%
+$15,833.46 
GE General Electric Company
+1.42%
+$28,499.97 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$6,630.84 
SLB Schlumberger Limited
+1.39%
+$23,793.2 
KLAC KLA Corporation
+1.38%
+$15,736.86 
PWRD TCW Transform Systems ETF
+1.38%
+$1.37M 
LAR Lithium Argentina AG
+1.35%
+$1,948 
CMCSA Comcast Corp
+1.23%
+$5,601.64 
COP ConocoPhillips
+1.22%
+$55,043.49 
WFC Wells Fargo & Company
+1.19%
+$14,081.1 
AMAT Applied Materials, Inc.
+1.18%
+$20,650.07 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$48,661.62 
ITW Illinois Tool Works Inc.
+1.15%
+$3,890.25 
MSI Motorola Solutions, Inc.
+1.14%
+$4,313.74 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$68,341.1 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$6,773.5 
VUG Vanguard Growth ETF
+1.1%
+$209,344.86 
VG Venture Global Inc.
+1.06%
+$15,246.42 
NOW ServiceNow, Inc.
+1.05%
+$4,202.68 
VDE Vanguard Energy ETF
+1.02%
+$2,802.02 
ADBE Adobe Inc.
+1.01%
+$3,182.69 
URI United Rentals, Inc.
+0.99%
+$4,145.7 
BKR Baker Hughes Company
+0.98%
+$2,679.78 
ADP Automatic Data Processing Inc.
+0.98%
+$6,311.81 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,430.56 
OEF iShares S&P 100 ETF
+0.95%
+$67,317.55 
UNP Union Pacific Corporation
+0.92%
+$8,421.21 
WMB The Williams Companies, Inc.
+0.89%
+$6,019.65 
SCHW Charles Schwab Corporation
+0.87%
+$5,678.4 
JAVA JPMorgan Active Value ETF
+0.87%
+$23,745.4 
IBM International Business Machines Corporation
+0.86%
+$10,371.19 
GEV GE Vernova Inc.
+0.85%
+$12,448.38 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,607.82 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$22,407.96 
MCD McDonald's Corporation
+0.82%
+$6,910.23 
EMR Emerson Electric Co.
+0.79%
+$3,486.93 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$21,689.72 
TSLA Tesla, Inc.
+0.76%
+$33,969.55 
MPC Marathon Petroleum Corporation
+0.76%
+$12,091.08 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$30,808.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1.04M 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$20,404.25 
VOO Vanguard S&P 500 ETF
+0.71%
+$162,806.48 
AME Ametek Inc.
+0.71%
+$1,694.92 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$5,421.02 
CAT Caterpillar Inc.
+0.7%
+$15,875.97 
ROP Roper Technologies Inc.
+0.7%
+$1,572.16 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,589.55 
IVV iShares Core S&P 500 ETF
+0.69%
+$4.06M 
CARR Carrier Global Corporation
+0.68%
+$6,184.5 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$3,131.29 
INFY Infosys Limited
+0.67%
+$935.44 
PLTR Palantir Technologies Inc.
+0.65%
+$10,339.97 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,484.84 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,956.24 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,108.34 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$273,323.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,868.18 
MO Altria Group, Inc.
+0.57%
+$2,796.3 
APH Amphenol Corporation
+0.55%
+$6,090.41 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$1,739.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17,913.96 
STX Seagate Technology Holdings plc
+0.52%
+$3,315.26 
GM General Motors Company
+0.52%
+$2,395.68 
PSX Phillips 66
+0.51%
+$25,428.13 
ACWI iShares MSCI ACWI ETF
+0.49%
+$3,059.94 
EMOP AB Emerging Markets Opportunities ETF
+0.49%
+$2,382.48 
FQAL Fidelity Quality Factor ETF
+0.48%
+$10,745.67 
HON Honeywell International Inc.
+0.47%
+$1,752.75 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,028.73 
NSC Norfolk Southern Corporation
+0.46%
+$1,436.87 
IYW iShares U.S. Technology ETF
+0.46%
+$30,213.6 
KKR KKR & Co. Inc.
+0.45%
+$1,017 
IWD iShares Russell 1000 Value ETF
+0.44%
+$10,681.53 
EBAY eBay Inc.
+0.43%
+$1,296.06 
CSX CSX Corporation
+0.42%
+$1,644.72 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$3,914.62 
PFE Pfizer Inc.
+0.4%
+$2,250.3 
RTX RTX Corporation
+0.39%
+$13,192.2 
VLO Valero Energy Corporation
+0.38%
+$2,111.06 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$16,086 
AVGO Broadcom Inc.
+0.37%
+$27,875.52 
PG Procter & Gamble Co
+0.37%
+$5,305.83 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$21,868.02 
OTIS Otis Worldwide Corporation
+0.36%
+$1,675.7 
BAC Bank of America Corporation
+0.36%
+$8,820.02 
AZO AutoZone Inc.
+0.32%
+$890.55 
GD General Dynamics Corporation
+0.32%
+$3,444.06 
MRK Merck & Co., Inc.
+0.32%
+$4,011.13 
JPM JPMorgan Chase & Co.
+0.27%
+$14,108.46 
DIVB iShares Core Dividend ETF
+0.26%
+$2,539.46 
AMP Ameriprise Financial, Inc.
+0.25%
+$645.84 
CME CME Group Inc.
+0.21%
+$962.18 
SO The Southern Company
+0.21%
+$797.6 
JNJ Johnson & Johnson
+0.21%
+$7,428.48 
SHBI Shore Bancshares Inc.
+0.2%
+$613.1 
ADI Analog Devices, Inc.
+0.2%
+$1,935.07 
CMI Cummins Inc.
+0.19%
+$611.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,026.03 
INTU Intuit Inc.
+0.18%
+$809.98 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$442.14 
ANGI Angi Inc. Class A Common Stock
+0.18%
+$121.23 
USB U.S. Bancorp
+0.17%
+$823.56 
T AT&T Inc.
+0.17%
+$1,855 
MS Morgan Stanley
+0.17%
+$1,925.29 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$932.74 
CB Chubb Limited
+0.15%
+$750.48 
ABLD Aba Fcf Real Asset Laddered ETF
+0.14%
+$376.43 
DELL Dell Technologies Inc.
+0.14%
+$880.32 
MMM 3M Company
+0.12%
+$845.01 
BDX Becton, Dickinson and Company
+0.1%
+$321.64 
ISRG Intuitive Surgical, Inc.
+0.1%
+$579.22 
C Citigroup Inc.
+0.1%
+$1,118.69 
WM Waste Management, Inc.
+0.1%
+$454.3 
AFL Aflac Inc.
+0.09%
+$335.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$6,778.8 
WMT Walmart Inc.
+0.09%
+$2,500.75 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$518.08 
ABT Abbott Laboratories
+0.09%
+$693.54 
IYG iShares U.S. Financial Services ETF
+0.06%
+$500.16 
AEP American Electric Power Company, Inc.
+0.06%
+$208.32 
DIS The Walt Disney Company
+0.03%
+$279.03 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$73.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$376.98 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$1,337.48 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$3,454.89 
ATMU Atmus Filtration Technologies Inc.
0%
$0 
SGMO Sangamo Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
ABFL Abacus FCF Leaders ETF
0%
$0 LAC
LAC
0%
$0 
WU Western Union Co.
-17.3%
-$17,907.12 
CTVA Corteva Inc.
-11.9%
-$44,890.49 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$36,221.86 
AAPL Apple Inc.
-7.35%
-$2.22M 
SYK Stryker Corporation
-6.42%
-$48,812.9 
LIN Linde plc
-5.95%
-$61,337.04 
MU Micron Technology, Inc.
-5.9%
-$183,079.77 
SNDK SanDisk Corporation
-5.09%
-$32,499.87 
MSTR Strategy Inc.
-4.56%
-$12,791.28 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$13,397.58 
AJG Arthur J. Gallagher & Co.
-2.75%
-$11,608.94 
OSG Octave Specialty Group, Inc.
-2.7%
-$2,534.4 
EQIX Equinix, Inc.
-2.7%
-$7,881.75 
QCOM QUALCOMM Incorporated
-2.63%
-$12,780 
ABBV AbbVie Inc.
-2.51%
-$67,566.21 
ICE Intercontinental Exchange, Inc.
-2.42%
-$9,202.12 
DLR Digital Realty Trust, Inc.
-2.42%
-$5,309.79 
BIIB Biogen Inc.
-2.4%
-$5,463.05 
CSGP CoStar Group, Inc.
-2.38%
-$12,686.8 
HLN Haleon Plc - ADR
-2.37%
-$3,937.68 
BA Boeing Company
-2.15%
-$13,623.09 
NEM Newmont Corporation
-2.14%
-$11,600.95 
SLV iShares Silver Trust
-2.13%
-$4,797.12 
NFLX Netflix, Inc.
-2%
-$30,795.78 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$7,133.16 
RWT Redwood Trust Inc.
-1.93%
-$1,220.22 
AMD Advanced Micro Devices, Inc.
-1.9%
-$95,800.53 
UAL United Airlines Holdings, Inc.
-1.8%
-$5,389.91 
APD Air Products and Chemicals, Inc.
-1.77%
-$6,170.22 
DHI D.R. Horton, Inc.
-1.7%
-$4,307.68 
UNH UnitedHealth Group Incorporated
-1.68%
-$20,439.4 
SNOW Snowflake Inc.
-1.62%
-$8,300.06 
PHYS Sprott Physical Gold Trust
-1.61%
-$4,297.5 
LRCX Lam Research Corporation
-1.58%
-$28,543.17 
NET Cloudflare Inc.
-1.56%
-$5,785.92 
GLD SPDR Gold Shares
-1.49%
-$8,913.3 
IAU iShares Gold Trust
-1.46%
-$5,469.2 
FICO Fair Isaac Corporation
-1.45%
-$11,715.04 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,625.09 
AHRT AMERICAN HEALTHCARE REIT INC
-1.42%
-$1,114.5 
NKE Nike, Inc. - Class B
-1.37%
-$3,750.86 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$10,053.09 
FCX Freeport-McMoRan Inc.
-1.28%
-$6,062.04 
KREF KKR Real Estate Finance Trust Inc.
-1.28%
-$1,055.07 
GRMN Garmin Ltd.
-1.27%
-$3,815.23 
PROP Prairie Operating Co. Common Stock
-1.24%
-$123.3 
F Ford Motor Company
-1.21%
-$3,758.04 
TJX The TJX Companies, Inc.
-1.21%
-$15,567.28 
SHW The Sherwin-Williams Company
-1.16%
-$3,894.23 
SRE Sempra
-1.15%
-$8,944.52 
NEE NextEra Energy, Inc.
-1.15%
-$11,160.5 
DE Deere & Company
-1.13%
-$8,690.39 
RCL Royal Caribbean Group
-1.13%
-$5,048.69 
TXN Texas Instruments Inc
-1.08%
-$54,487.2 
LOW Lowe's Companies Inc.
-1.08%
-$6,814.55 
PLD Prologis Inc.
-1.08%
-$5,577.4 
MCK McKesson Corporation
-1.08%
-$4,520.2 
NB NioCorp Developments Ltd.
-1.05%
-$606.11 
CTAS Cintas Corporation
-1.04%
-$3,851.26 
INTC Intel Corporation
-1.02%
-$14,758.17 
NDAQ Nasdaq, Inc.
-1.02%
-$4,007.07 
KO The Coca-Cola Company
-1.02%
-$14,930.1 
UPS United Parcel Service, Inc.
-1%
-$2,606.1 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,840.7 
VMC Vulcan Materials Company
-0.98%
-$2,656.63 
XOM Exxon Mobil Corporation
-0.97%
-$764,013.15 
MET MetLife Inc.
-0.97%
-$3,712.06 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$4,577 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$4,786.57 
PGR Progressive Corporation
-0.87%
-$3,703.26 
O Realty Income Corporation
-0.87%
-$2,129.68 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$3,768.98 
GILD Gilead Sciences Inc.
-0.81%
-$11,341.89 
MCO Moody's Corporation
-0.81%
-$2,684.97 
D Dominion Energy, Inc.
-0.8%
-$3,523.52 
VHT Vanguard Health Care ETF
-0.76%
-$1,771.37 
UNM Unum Group
-0.76%
-$1,842.06 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$29,477.28 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$3,740.11 
CVS CVS Health Corporation
-0.75%
-$5,614.53 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$1.18M 
SPGI S&P Global Inc.
-0.74%
-$3,696.29 
ED Consolidated Edison, Inc.
-0.74%
-$3,238.38 
MA Mastercard Incorporated
-0.74%
-$17,314.52 
BLK BlackRock, Inc.
-0.73%
-$5,601.95 
MAR Marriott International Inc. - Class A
-0.71%
-$5,294.74 
DASH DoorDash, Inc.
-0.69%
-$1,874.16 
DUK Duke Energy Corporation
-0.67%
-$3,253.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$37,255.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,653.25 
AMGN Amgen Inc.
-0.64%
-$5,704.02 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1.62M 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$62,787.9 
GS The Goldman Sachs Group, Inc.
-0.63%
-$36,806.34 
AMT American Tower Corporation
-0.63%
-$2,048.22 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$1,733.63 
EFA iShares MSCI EAFE ETF
-0.62%
-$17,167.92 
PM Philip Morris International Inc.
-0.61%
-$6,053.35 
ECL Ecolab Inc.
-0.61%
-$1,956.24 
DHR Danaher Corporation
-0.61%
-$1,677.9 
ROST Ross Stores, Inc.
-0.59%
-$3,010.51 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,297.93 
SCHF Schwab International Equity ETF
-0.58%
-$1,802.4 
SBUX Starbucks Corporation
-0.57%
-$5,196.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$367,187.78 
PRU Prudential Financial, Inc.
-0.56%
-$1,427.61 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,940.76 
COF Capital One Financial Corporation
-0.54%
-$4,751.67 
LLY Eli Lilly and Company
-0.53%
-$21,914.75 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$4,604.87 
WELL Welltower Inc.
-0.51%
-$3,188.01 
ALL Allstate Corporation
-0.49%
-$1,651.02 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,549.89 
SPG Simon Property Group, Inc.
-0.46%
-$2,009.46 
PEP PepsiCo, Inc.
-0.46%
-$4,423.04 
TRV The Travelers Companies, Inc.
-0.43%
-$2,430.33 
TEL TE Connectivity plc
-0.43%
-$1,631.37 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,104.83 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$350,167.6 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$2,210.5 
HD The Home Depot, Inc.
-0.42%
-$7,718.78 
MELI MercadoLibre, Inc.
-0.41%
-$1,711.61 
MBB iShares MBS ETF
-0.4%
-$602,394.41 
AIG American International Group Inc.
-0.39%
-$1,009.67 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,409.72 
ETR Entergy Corporation
-0.38%
-$946.69 
VGT Vanguard Information Technology ETF
-0.38%
-$1,406.96 
AXP American Express Company
-0.38%
-$3,888.71 
FDX FedEx Corporation
-0.37%
-$1,690.5 
MDT Medtronic plc
-0.37%
-$2,184 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,078.68 
RSG Republic Services, Inc.
-0.37%
-$950.04 
ABNB Airbnb, Inc.
-0.37%
-$956.48 
TMUS T-Mobile US, Inc.
-0.36%
-$1,834.53 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,167.1 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,761.88 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$676.5 
ADSK Autodesk, Inc.
-0.33%
-$783.86 
CL Colgate-Palmolive Company
-0.33%
-$1,589.4 
TFC Truist Financial Corporation
-0.33%
-$1,208.52 
CEG Constellation Energy Corporation
-0.31%
-$912.06 
MTB M&T Bank Corporation
-0.29%
-$1,062.17 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,943.08 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$268,980.55 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$3,289.96 
FBND Fidelity Total Bond ETF
-0.27%
-$780,154.08 
VTV Vanguard Value ETF
-0.27%
-$34,958.68 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,549.26 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,143.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$470,033 
BX Blackstone Inc.
-0.25%
-$1,030.1 
COST Costco Wholesale Corporation
-0.24%
-$19,299.95 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.23%
-$4,749.8 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,242.2 
BRTR iShares Total Return Act ETF
-0.21%
-$758.1 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$7,106.72 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$472.83 
KR Kroger Co.
-0.21%
-$755.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$592.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,980.96 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$10,682.76 
BKNG Booking Holdings Inc.
-0.18%
-$952.06 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$571.66 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$384,060.96 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$1,474.96 
FITB Fifth Third Bancorp
-0.16%
-$417.33 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$474.87 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$367.04 
IXUS iShares Core International Stock ETF
-0.15%
-$787.78 
GNMA iShares GNMA Bond ETF
-0.12%
-$232.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$404.4 
MUB iShares National Muni Bond ETF
-0.11%
-$35,843.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$72,568.56 
XLF Financial Select Sector SPDR Fund
-0.1%
-$79,204.2 
ALB Albemarle Corporation
-0.1%
-$260.04 
TIP iShares TIPS Bond ETF
-0.1%
-$52,119.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$24,364.8 
BINC iShares Flexible Income Active ETF
-0.08%
-$222,035.77 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.07%
-$465.56 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$31,700.75 
HOOD Robinhood Markets, Inc.
-0.05%
-$150.36 
SHYM iShares High Yield Bond ETF
-0.04%
-$3,019.23 
VFQY Vanguard U.S. Quality Factor Fund
-0.04%
-$89.98 
V Visa Inc. Class A
-0.04%
-$1,214.27 
XEL Xcel Energy Inc.
-0.04%
-$828.84 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$563.62 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$896.9 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$1,432.83 
TGT Target Corporation
-0.01%
-$44.52 
UBER Uber Technologies, Inc.
-0.01%
-$100.27 Events
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Dividends
Dividend Analysis
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| Trades 3220 | Longs Won 2301/3220 71% | Profit Factor 21.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.85M |
| Average Win $444,832.61 | Best Trade (Aug 14) $152.61M | Sharpe Ratio -11.3 |
| Average Loss -$52,657.14 | Worst Trade (Dec 31) -$4.74M | Z-Score 21.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $302,847.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 90,509 | $18.6M | $27.96M | - | $9.36M | 50.32% | -7.354% |
| ABBV AbbVie Inc. | 10,443 | $1.86M | $2.62M | - | $758,648.68 | 40.75% | -2.513% |
| ABFL Abacus FCF Leaders ETF | 206,007 | $14.01M | $16.75M | - | $2.74M | 19.55% | 0.0 |
| ABLD Aba Fcf Real Asset Laddered ETF | 8,365 | $261,230 | $259,273.17 | - | -$1,956.83 | -0.75% | +0.145% |
| ABNB Airbnb, Inc. | 1,708 | $215,659 | $258,796.16 | - | $43,137.16 | 20% | -0.368% |
| ABT Abbott Laboratories | 7,706 | $944,993.37 | $814,524.2 | - | -$130,469.17 | -13.81% | +0.085% |
| ACN Accenture plc Class A | 2,737 | $960,424.58 | $454,123.04 | - | -$506,301.54 | -52.72% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 3,974 | $404,433.94 | $621,652.78 | - | $217,218.84 | 53.71% | +0.495% |
| ADBE Adobe Inc. | 1,268 | $680,641.92 | $317,519.88 | - | -$363,122.04 | -53.35% | +1.013% |
| ADI Analog Devices, Inc. | 2,615 | $574,447.02 | $960,777.15 | - | $386,330.13 | 67.25% | +0.202% |
| ADP Automatic Data Processing Inc. | 2,437 | $569,644.06 | $649,363 | - | $79,718.94 | 13.99% | +0.982% |
| ADSK Autodesk, Inc. | 1,018 | $317,356.98 | $238,415.6 | - | -$78,941.38 | -24.87% | -0.328% |
| AEP American Electric Power Company, Inc. | 2,976 | $272,097.38 | $380,481.6 | - | $108,384.22 | 39.83% | +0.055% |
| AFL Aflac Inc. | 2,793 | $256,785.98 | $356,051.64 | - | $99,265.66 | 38.66% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.88M | $185.77M | $183.07M | - | -$2.7M | -1.45% | -0.256% |
| AHRT AMERICAN HEALTHCARE REIT INC | 11,145 | $61,298 | $77,569.2 | - | $16,271.2 | 26.54% | -1.416% |
| AIG American International Group Inc. | 3,257 | $238,583.22 | $255,935.06 | - | $17,351.84 | 7.27% | -0.393% |
| AJG Arthur J. Gallagher & Co. | 1,649 | $419,875.89 | $411,293.58 | - | -$8,582.31 | -2.04% | -2.745% |
| ALB Albemarle Corporation | 2,167 | $180,852.6 | $254,925.88 | - | $74,073.28 | 40.96% | -0.102% |
| ALL Allstate Corporation | 1,270 | $242,997.08 | $335,381.58 | - | $92,384.5 | 38.02% | -0.49% |
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FAQ
Which stocks have generated the highest profits for Jeff Ramsey?
The largest contributions to the portfolio's profits come from the following stocks: Abacus FCF Leaders ETF - $43.51M, iShares Flexible Income Active ETF - $28.64M, iShares U.S. Technology ETF - $27.07M, iShares Currency Hedged MSCI EAFE ETF - $22.61M, and iShares Core U.S. Aggregate Bond ETF - $20.78M. 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 20+ Year Treasury Bond ETF - $1.26M, Nike, Inc. - Class B - $960,403.05, Adobe Inc - $740,315.05, Biogen Inc - $548,003.39, and Accenture plc Class A - $390,647.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeff Ramsey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $211.37M earned over time. The largest contributors to dividend income include iShares Flexible Income Active ETF - $28.6M, iShares Core U.S. Aggregate Bond ETF - $20.91M, iShares Core MSCI EAFE ETF - $16.79M, iShares MBS ETF - $16.26M, and Fidelity Total Bond ETF - $15.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeff Ramsey's monthly returns?
Jeff Ramsey'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 Jeff Ramsey's strategy be considered aggressive or moderate?
Jeff Ramsey'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 Jeff Ramsey's strategy?
Jeff Ramsey'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.
