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:
37.54%
Gain -0.59%
Monthly
0.95%
Yearly
12.09%
Drawdown
12.98%
$4.21B
Equity
Holdings
$4.21B
Investment
$3.45B
$949.33M
Profit -$20.03M
Realized
$199.07M
Unrealized
$750.26M
Dividends
$221.47M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$20.03M
Win %
68%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$41.54M
Win %
68%
This Month
Compared to last month
Gain
0.27%
Profit
$11.41M
Win %
68%
This Year
Compared to last year
Gain
-0.7%
Profit
-$29.86M
Win %
68%
CRK Comstock Resources Inc.
+3.97%
+$10,892.59 
HONA Honeywell Aerospace Inc.
+3.46%
+$10,827.11 
BP BP p.l.c. Sponsored ADR
+3.15%
+$101,461.3 
BKR Baker Hughes Company
+3.03%
+$7,288.05 
KMI Kinder Morgan, Inc.
+3.03%
+$14,027.51 
IDXX IDEXX Laboratories, Inc.
+2.91%
+$6,439.76 
COP ConocoPhillips
+2.89%
+$180,716.65 
TRGP Targa Resources Corp.
+2.8%
+$6,486.21 
EOG EOG Resources, Inc.
+2.75%
+$8,166.11 
SLB Schlumberger Limited
+2.58%
+$41,916.25 
NOC Northrop Grumman Corporation
+2.52%
+$7,717.67 
LMT Lockheed Martin Corporation
+2.45%
+$127,485.32 
MSI Motorola Solutions, Inc.
+2.44%
+$10,152.55 
PDS Precision Drilling Corporation
+2.41%
+$125,130.54 
SHEL Shell plc
+2.4%
+$11,879.79 
RTX RTX Corporation
+2.4%
+$67,403.88 
OKE ONEOK, Inc.
+2.33%
+$8,250.1 
PM Philip Morris International Inc.
+2.23%
+$25,222.78 
PEP PepsiCo, Inc.
+2.14%
+$14,463.29 
VDE Vanguard Energy ETF
+1.95%
+$5,510 
VMC Vulcan Materials Company
+1.95%
+$4,821.55 
AEP American Electric Power Company, Inc.
+1.93%
+$8,018.46 
UL Unilever PLC Sponsored American Depositary Receipt
+1.92%
+$10,790.48 
CVX Chevron Corporation
+1.92%
+$173,165.69 
F Ford Motor Company
+1.85%
+$4,614.95 
SO The Southern Company
+1.78%
+$7,061.18 
TJX The TJX Companies, Inc.
+1.74%
+$21,485.52 
DUK Duke Energy Corporation
+1.7%
+$8,829.42 
AMT American Tower Corporation
+1.64%
+$6,210.32 
ED Consolidated Edison, Inc.
+1.63%
+$7,662.99 
CMCSA Comcast Corp
+1.61%
+$5,649.7 
NEM Newmont Corporation
+1.56%
+$10,441.89 
XOM Exxon Mobil Corporation
+1.52%
+$1.26M 
MO Altria Group, Inc.
+1.46%
+$8,415.1 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+1.44%
+$18,567.34 
USB U.S. Bancorp
+1.42%
+$8,620.25 
AZO AutoZone Inc.
+1.39%
+$3,745.28 
NUE Nucor Corporation
+1.38%
+$3,407.36 
GD General Dynamics Corporation
+1.38%
+$15,414.08 
KO The Coca-Cola Company
+1.35%
+$28,913.08 
LHX L3Harris Technologies, Inc.
+1.32%
+$3,519.48 
PSX Phillips 66
+1.29%
+$78,406.23 
D Dominion Energy, Inc.
+1.28%
+$5,246.99 
ALL Allstate Corporation
+1.28%
+$4,176.89 
TMUS T-Mobile US, Inc.
+1.27%
+$5,436 
MRK Merck & Co., Inc.
+1.24%
+$18,674.53 
COF Capital One Financial Corporation
+1.24%
+$10,302.37 
COST Costco Wholesale Corporation
+1.23%
+$96,995.92 
SRE Sempra
+1.23%
+$8,764.6 
TFC Truist Financial Corporation
+1.22%
+$4,170.69 
GE General Electric Company
+1.21%
+$20,801.62 
AIG American International Group Inc.
+1.16%
+$2,846.48 
WMB The Williams Companies, Inc.
+1.14%
+$7,336.73 
MNST Monster Beverage Corporation
+1.11%
+$3,056.26 
HLN Haleon Plc - ADR
+1.11%
+$2,192.85 
NEE NextEra Energy, Inc.
+1.09%
+$9,340.27 
SYK Stryker Corporation
+1.08%
+$6,784.5 
OTIS Otis Worldwide Corporation
+1.06%
+$5,841 
HWM Howmet Aerospace Inc.
+1.06%
+$5,305.41 
MET MetLife Inc.
+1.06%
+$4,417.02 
MAR Marriott International Inc. - Class A
+1.03%
+$8,141.38 
LIN Linde plc
+1.01%
+$9,824.5 
BHP BHP Group Ltd.
+1%
+$2,621.14 
PNC The PNC Financial Services Group, Inc.
+1%
+$5,773.72 
CMI Cummins Inc.
+0.97%
+$2,595.19 
XEL Xcel Energy Inc.
+0.96%
+$20,131.8 
JPM JPMorgan Chase & Co.
+0.94%
+$49,533.5 
IYK iShares U.S. Consumer Staples ETF
+0.93%
+$4,199.65 
LLY Eli Lilly and Company
+0.93%
+$42,604.88 
ROST Ross Stores, Inc.
+0.92%
+$4,509.69 
GRMN Garmin Ltd.
+0.91%
+$2,483 
VZ Verizon Communications Inc.
+0.9%
+$16,446.4 
O Realty Income Corporation
+0.88%
+$1,724.8 
HD The Home Depot, Inc.
+0.88%
+$16,568.19 
ETR Entergy Corporation
+0.87%
+$2,170.35 
ITA iShares U.S. Aerospace & Defense ETF
+0.86%
+$2,333.58 
PSA Public Storage Common Stock
+0.84%
+$2,984.85 
MRSH Marsh & McLennan Companies, Inc.
+0.83%
+$4,143.15 
TXN Texas Instruments Inc
+0.82%
+$43,418.4 
LOW Lowe's Companies Inc.
+0.82%
+$3,721.6 
NXPI NXP Semiconductors N.V.
+0.81%
+$1,802.92 
PG Procter & Gamble Co
+0.79%
+$12,783.14 
NKE Nike, Inc. - Class B
+0.78%
+$1,957.79 
TT Trane Technologies plc
+0.78%
+$5,240.33 
CTVA Corteva Inc.
+0.78%
+$410.1 
PCAR PACCAR Inc.
+0.76%
+$1,520.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$2,343.4 
BLK BlackRock, Inc.
+0.76%
+$6,098.93 
C Citigroup Inc.
+0.75%
+$8,004 
GM General Motors Company
+0.74%
+$3,313.9 
ISRG Intuitive Surgical, Inc.
+0.74%
+$5,376.14 
AAPL Apple Inc.
+0.72%
+$225,977.6 
ABLD Aba Fcf Real Asset Laddered ETF
+0.72%
+$2,092.15 
HLT Hilton Worldwide Holdings Inc.
+0.72%
+$2,666.63 
WMT Walmart Inc.
+0.7%
+$20,238.9 
MKL Markel Group Inc.
+0.69%
+$1,302.95 
WFC Wells Fargo & Company
+0.68%
+$8,022 
CL Colgate-Palmolive Company
+0.66%
+$3,172.61 
AFL Aflac Inc.
+0.66%
+$2,250.59 
DLR Digital Realty Trust, Inc.
+0.66%
+$1,408.35 
JNJ Johnson & Johnson
+0.65%
+$22,299.08 
KR Kroger Co.
+0.65%
+$2,458.76 
GEV GE Vernova Inc.
+0.64%
+$8,889.07 
V Visa Inc. Class A
+0.62%
+$23,314.27 
ABBV AbbVie Inc.
+0.61%
+$18,373.04 
VLO Valero Energy Corporation
+0.59%
+$4,596.24 
PGR Progressive Corporation
+0.59%
+$2,279.65 
AHRT AMERICAN HEALTHCARE REIT INC
+0.59%
+$437.88 
ORLY O'Reilly Automotive Inc.
+0.58%
+$3,277.26 
APO Apollo Global Management, Inc.
+0.57%
+$1,943.04 
ITW Illinois Tool Works Inc.
+0.57%
+$1,826.65 
FAST Fastenal Co.
+0.54%
+$1,717.2 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$33,672.23 
CME CME Group Inc.
+0.53%
+$2,495.86 
CB Chubb Limited
+0.52%
+$2,878.57 
NVS Novartis AG Sponsored ADR
+0.52%
+$1,482.78 
ASML ASML Holding N.V. New York Registry Shares
+0.47%
+$3,101.23 
TRV The Travelers Companies, Inc.
+0.46%
+$2,803.68 
APD Air Products and Chemicals, Inc.
+0.44%
+$1,599.5 
CARR Carrier Global Corporation
+0.44%
+$3,609.36 
AJG Arthur J. Gallagher & Co.
+0.44%
+$1,983.78 
SPGI S&P Global Inc.
+0.43%
+$2,146.2 
PH Parker-Hannifin Corporation
+0.42%
+$2,724.28 
PFE Pfizer Inc.
+0.41%
+$2,511.36 
T AT&T Inc.
+0.38%
+$3,840.03 
GNMA iShares GNMA Bond ETF
+0.38%
+$1,190.57 
MPC Marathon Petroleum Corporation
+0.37%
+$9,304.7 
HTB Hometrust Bancshares Inc.
+0.37%
+$943.16 
TDG TransDigm Group Inc.
+0.35%
+$668.98 
BNY BlackRock New York Municipal Income Trust
+0.33%
+$2,001.17 
RCL Royal Caribbean Group
+0.33%
+$1,245.78 
SPG Simon Property Group, Inc.
+0.32%
+$1,253.85 
DGRO iShares Core Dividend Growth ETF
+0.29%
+$284,298.97 
LYG Lloyds Banking Group Plc ADR
+0.27%
+$176.9 
SHBI Shore Bancshares Inc.
+0.27%
+$586.68 
ACN Accenture plc Class A
+0.27%
+$1,169.17 
HSBC HSBC Holdings plc Sponsored ADR
+0.26%
+$697.5 
EFV iShares MSCI EAFE Value ETF
+0.26%
+$2,115.8 
MCK McKesson Corporation
+0.26%
+$1,194.53 
DIS The Walt Disney Company
+0.25%
+$2,714.32 
ADI Analog Devices, Inc.
+0.23%
+$2,431.53 
VYM Vanguard High Dividend Yield ETF
+0.22%
+$1,494.9 
RNW Renew Energy Global Plc
+0.22%
+$188.81 
DIVB iShares Core Dividend ETF
+0.22%
+$2,175 
FITB Fifth Third Bancorp
+0.21%
+$483.31 
ADP Automatic Data Processing Inc.
+0.21%
+$1,719.85 
VNQ Vanguard Real Estate ETF
+0.2%
+$600.3 
VTV Vanguard Value ETF
+0.19%
+$24,856.86 
DHI D.R. Horton, Inc.
+0.14%
+$382.2 
WM Waste Management, Inc.
+0.14%
+$614.88 
ICE Intercontinental Exchange, Inc.
+0.14%
+$414.52 
AMGN Amgen Inc.
+0.13%
+$1,340.37 
XLF Financial Select Sector SPDR Fund
+0.13%
+$94,731.7 
AXP American Express Company
+0.12%
+$1,277.43 
MCD McDonald's Corporation
+0.12%
+$847.09 
ABT Abbott Laboratories
+0.12%
+$739.68 
FSBC Five Star Bancorp
+0.1%
+$257.48 
STIP iShares 0-5 Year TIPS Bond ETF
+0.09%
+$55,199.93 
TIP iShares TIPS Bond ETF
+0.08%
+$41,745.2 
FBRT Franklin BSP Realty Trust Inc.
+0.08%
+$54.01 
CTAS Cintas Corporation
+0.07%
+$252.3 
IYG iShares U.S. Financial Services ETF
+0.07%
+$507.18 
MEAR iShares Short Maturity Bond ETF
+0.06%
+$7,271.9 
IEFA iShares Core MSCI EAFE ETF
+0.06%
+$145,758.8 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$111.62 
CAT Caterpillar Inc.
+0.04%
+$944.23 
BAC Bank of America Corporation
+0.04%
+$815.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$650.75 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$85.4 
SHYM iShares High Yield Bond ETF
+0.02%
+$1,617.44 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$139.19 
BMY Bristol-Myers Squibb Company
+0.02%
+$102.96 
VOOV Vanguard S&P 500 Value ETF
+0.01%
+$30.51 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$571.12 
EFA iShares MSCI EAFE ETF
+0.01%
+$251.8 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$828.38 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
MSTR Strategy Inc.
-9.12%
-$41,317.17 
S SentinelOne Inc.
-8.54%
-$90,578.99 
FTNT Fortinet Inc.
-7.72%
-$44,566.6 
PANW Palo Alto Networks, Inc.
-7.63%
-$263,147.15 
SNOW Snowflake Inc.
-7.63%
-$27,462.19 
CRWD CrowdStrike Holdings, Inc.
-6.97%
-$81,723.84 
PLTR Palantir Technologies Inc.
-6.89%
-$175,110.8 
DDOG Datadog, Inc. Class A Common Stock
-6.81%
-$18,953.52 
NET Cloudflare Inc.
-6.8%
-$33,778.55 
COHR Coherent Corp.
-6%
-$60,976.75 
STX Seagate Technology Holdings plc
-5.65%
-$31,434 
TQQQ ProShares UltraPro QQQ
-5.38%
-$16,475.5 
NOW ServiceNow, Inc.
-5.02%
-$25,244.64 
SNDK SanDisk Corporation
-4.67%
-$30,890.58 
WDC Western Digital Corporation
-4.51%
-$13,418.45 
INTC Intel Corporation
-4.23%
-$72,407.01 
HOOD Robinhood Markets, Inc.
-3.79%
-$15,779.7 
AMD Advanced Micro Devices, Inc.
-3.74%
-$222,729.84 
APP AppLovin Corporation Class A Common Stock
-3.68%
-$10,516.39 
MU Micron Technology, Inc.
-3.68%
-$137,354.12 
CHRW C.H. Robinson Worldwide, Inc.
-3.66%
-$9,784.02 
BAI iShares A.I. Innovation and Tech Active ETF
-3.6%
-$1.55M 
ORCL Oracle Corporation
-3.52%
-$60,174.3 
LRCX Lam Research Corporation
-3.5%
-$62,716.89 
ANET Arista Networks, Inc.
-3.48%
-$28,378.78 
MRVL Marvell Technology, Inc.
-3.43%
-$26,819.64 
SNPS Synopsys, Inc.
-3.3%
-$6,957 
GLW Corning Incorporated
-3.22%
-$10,837.78 
AVGO Broadcom Inc.
-3.06%
-$212,901.61 
UAL United Airlines Holdings, Inc.
-2.85%
-$7,239.45 
AMAT Applied Materials, Inc.
-2.83%
-$42,316.8 
KLAC KLA Corporation
-2.82%
-$29,643 
META Meta Platforms Inc Class A
-2.82%
-$175,151.87 
PROP Prairie Operating Co. Common Stock
-2.79%
-$137 
DELL Dell Technologies Inc.
-2.78%
-$21,727.16 
NFLX Netflix, Inc.
-2.56%
-$35,155.86 
CRM Salesforce Inc
-2.56%
-$26,438.94 
IGM iShares Expanded Tech Sector ETF
-2.55%
-$26,230.79 
ADBE Adobe Inc.
-2.55%
-$6,875.82 
ABAT American Battery Technology Company
-2.55%
-$702.72 
BRSP BrightSpire Capital Inc.
-2.51%
-$1,546.32 
SCHW Charles Schwab Corporation
-2.48%
-$12,619.28 
VRT Vertiv Holdings Co
-2.31%
-$9,572.22 
TSLA Tesla, Inc.
-2.29%
-$118,769.8 
NAVI Navient Corporation
-2.25%
-$2,749.85 
MTB M&T Bank Corporation
-2.22%
-$7,207.37 
IWO iShares Russell 2000 Growth ETF
-2.15%
-$9,949.23 
EBAY eBay Inc.
-2.14%
-$7,356.92 
IYW iShares U.S. Technology ETF
-2.11%
-$151,901.9 
MSFT Microsoft Corp.
-2.11%
-$394,047.28 
INTU Intuit Inc.
-2.08%
-$5,827.37 
LILAK Liberty Latin America Ltd.
-2.08%
-$1,753.55 
VGT Vanguard Information Technology ETF
-2.07%
-$8,271.7 
XYZ Block, Inc.
-2.04%
-$4,793.69 
VBK Vanguard Small-Cap Growth ETF
-2.02%
-$24,177.48 
CSCO Cisco Systems, Inc.
-1.95%
-$38,997.22 
ETN Eaton Corporation plc
-1.95%
-$17,636.61 
DAL Delta Air Lines, Inc.
-1.92%
-$4,452.01 
GOOGL Alphabet Inc
-1.86%
-$206,836.3 
VG Venture Global Inc.
-1.8%
-$24,458.17 
GOOG Alphabet Inc
-1.79%
-$119,340.14 
STT State Street Corp
-1.76%
-$4,224.41 
MGK Vanguard Mega Cap Growth ETF
-1.76%
-$11,552.22 
QQQ Invesco QQQ Trust, Series 1
-1.76%
-$24,051.2 
SPCX Space Exploration Technologies Corp. Class A
-1.72%
-$4,383.45 
CBRE CBRE Group Inc.
-1.69%
-$3,580.61 
DASH DoorDash, Inc.
-1.68%
-$4,579.25 
MP MP Materials Corp.
-1.68%
-$4,061.4 
FBCG Fidelity Blue Chip Growth Fund
-1.68%
-$80,801.76 
KEYS Keysight Technologies, Inc.
-1.68%
-$5,436.77 
QQQI Neos NASDAQ-100 High Income ETF
-1.66%
-$11,695.32 
IWF iShares Russell 1000 Growth ETF
-1.65%
-$70,897.5 
VXF Vanguard Extended Market ETF
-1.65%
-$3,252.32 
VONG Vanguard Russell 1000 Growth Fund
-1.64%
-$5,132.4 
ARES Ares Management Corporation
-1.58%
-$3,272.4 
DE Deere & Company
-1.57%
-$12,451.82 
IWY iShares Russell Top 200 Growth ETF
-1.55%
-$3,895.32 
UNH UnitedHealth Group Incorporated
-1.54%
-$23,311.36 
BX Blackstone Inc.
-1.52%
-$6,495.58 
MELI MercadoLibre, Inc.
-1.51%
-$4,641.36 
VUG Vanguard Growth ETF
-1.5%
-$309,374.1 
FESM Fidelity Enhanced Small Cap ETF
-1.5%
-$1.18M 
ALB Albemarle Corporation
-1.47%
-$3,008.16 
PWR Quanta Services Inc.
-1.45%
-$15,910.82 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.45%
-$89,859.12 
AMZN Amazon.com Inc
-1.44%
-$155,381.22 
APH Amphenol Corporation
-1.4%
-$29,649.12 
VOOG Vanguard S&P 500 Growth ETF
-1.38%
-$6,448.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$6.18M 
FICO Fair Isaac Corporation
-1.37%
-$7,420.16 
VTWO Vanguard Russell 2000 ETF
-1.36%
-$5,563.08 
LAR Lithium Argentina AG
-1.36%
-$1,642.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.36%
-$92,020.47 
EQIX Equinix, Inc.
-1.33%
-$4,116.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.33%
-$4,383.74 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.32%
-$36,307.69 
CTSH Cognizant Technology Solutions Corporation
-1.31%
-$4,609.6 
CEG Constellation Energy Corporation
-1.3%
-$3,832.36 
TGT Target Corporation
-1.28%
-$4,878 
HCA HCA Healthcare Inc.
-1.27%
-$5,930.2 
CDNS Cadence Design Systems, Inc.
-1.26%
-$5,667.17 
IWMI Neos Russell 2000 High Income ETF
-1.26%
-$3,618.05 
PWRD TCW Transform Systems ETF
-1.25%
-$1.19M 
UBER Uber Technologies, Inc.
-1.25%
-$8,139.94 
MPWR Monolithic Power Systems, Inc.
-1.24%
-$2,929.49 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.2%
-$37,054.07 
IEMG iShares Core MSCI Emerging Markets ETF
-1.19%
-$1.73M 
SAN Banco Santander S.A. Sponsored ADR
-1.19%
-$1,737.92 
BDX Becton, Dickinson and Company
-1.17%
-$3,872.6 
CSGP CoStar Group, Inc.
-1.11%
-$6,681.45 
ODFL Old Dominion Freight Line, Inc.
-1.07%
-$2,882.54 
VWO Vanguard FTSE Emerging Markets ETF
-1.05%
-$5,100.81 
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$5,004.66 
QCOM QUALCOMM Incorporated
-0.99%
-$6,321.92 
ABFL Abacus FCF Leaders ETF
-0.97%
-$155,326.08 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$6,167.34 
EMR Emerson Electric Co.
-0.91%
-$5,022.34 
FDX FedEx Corporation
-0.89%
-$5,082 
OEF iShares S&P 100 ETF
-0.85%
-$61,885.09 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.84%
-$22,515.09 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.84%
-$24,833.83 
IWB iShares Russell 1000 ETF
-0.84%
-$5,323.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$2,267.67 
AZN AstraZeneca PLC American Depositary Shares
-0.83%
-$1,719.47 
UPS United Parcel Service, Inc.
-0.82%
-$2,355.43 
IWR iShares Russell Mid-Cap ETF
-0.8%
-$5,096.08 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$2,471.04 
MCO Moody's Corporation
-0.78%
-$2,775 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$22,790.32 
SHW The Sherwin-Williams Company
-0.77%
-$2,254.93 
IJR iShares Core S&P Small-Cap ETF
-0.76%
-$22,744.8 
VOO Vanguard S&P 500 ETF
-0.76%
-$187,293.59 
NTSX WisdomTree U.S. Efficient Core Fund
-0.75%
-$5,837.95 
IVV iShares Core S&P 500 ETF
-0.75%
-$4.63M 
PRU Prudential Financial, Inc.
-0.74%
-$1,995.56 
GS The Goldman Sachs Group, Inc.
-0.74%
-$10,008.23 
JCI Johnson Controls International plc
-0.74%
-$2,685.76 
IBM International Business Machines Corporation
-0.73%
-$9,632 
IJH iShares Core S&P Mid-Cap ETF
-0.73%
-$493,885.93 
ACWI iShares MSCI ACWI ETF
-0.71%
-$4,847.27 
MDT Medtronic plc
-0.69%
-$4,075.5 
BKNG Booking Holdings Inc.
-0.66%
-$3,248.3 
VNO Vornado Realty Trust
-0.66%
-$1,313.18 
NAT Nordic American Tankers Ltd.
-0.64%
-$544.45 
NWSA News Corporation
-0.61%
-$2,031.3 
FQAL Fidelity Quality Factor ETF
-0.61%
-$13,349.44 
ABNB Airbnb, Inc.
-0.58%
-$1,853.39 
AMP Ameriprise Financial, Inc.
-0.58%
-$1,353.15 
NVDA NVIDIA Corporation
-0.57%
-$129,586.65 
CSX CSX Corporation
-0.56%
-$2,270.49 
QUAL iShares MSCI USA Quality Factor ETF
-0.56%
-$2,514.6 
GILD Gilead Sciences Inc.
-0.55%
-$9,043.65 
MMM 3M Company
-0.55%
-$3,689.14 
KKR KKR & Co. Inc.
-0.54%
-$1,159.96 
MS Morgan Stanley
-0.53%
-$5,402.94 
SLV iShares Silver Trust
-0.52%
-$1,177.57 
UNP Union Pacific Corporation
-0.52%
-$4,748.6 
NVO Novo Nordisk A/S Sponsored ADR
-0.48%
-$1,707.91 
ECL Ecolab Inc.
-0.47%
-$1,491.94 
NB NioCorp Developments Ltd.
-0.46%
-$206.87 
IJS iShares S&P Small-Cap 600 Value ETF
-0.44%
-$2,525.97 
EMOP AB Emerging Markets Opportunities ETF
-0.43%
-$1,992.9 
WAB Wabtec Corporation
-0.41%
-$955.81 
URI United Rentals, Inc.
-0.4%
-$1,675.78 
USMV iShares MSCI USA Min Vol Factor ETF
-0.39%
-$25,893.04 
GLD SPDR Gold Shares
-0.36%
-$1,907.15 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$12,917.02 
RSP Invesco S&P 500 Equal Weight ETF
-0.35%
-$1,174.2 
IAU iShares Gold Trust
-0.34%
-$1,332.95 
IXUS iShares Core International Stock ETF
-0.34%
-$1,374.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.33%
-$1,671.72 
COR Cencora, Inc.
-0.32%
-$770.63 
JNK SPDR Bloomberg High Yield Bond ETF
-0.32%
-$1,083.54 
NDAQ Nasdaq, Inc.
-0.31%
-$1,046.32 
PHYS Sprott Physical Gold Trust
-0.3%
-$796.29 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.28%
-$6,772.92 
PLD Prologis Inc.
-0.26%
-$1,297.89 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.25%
-$4,963.56 
TLH iShares 10-20 Year Treasury Bond ETF
-0.25%
-$167,579.91 
MBB iShares MBS ETF
-0.25%
-$379,261.8 
NSC Norfolk Southern Corporation
-0.25%
-$800.8 
PRF Invesco FTSE RAFI US 1000 ETF
-0.24%
-$537.98 
TLT iShares 20+ Year Treasury Bond ETF
-0.23%
-$3,180.34 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.2%
-$833.76 
VFQY Vanguard U.S. Quality Factor Fund
-0.2%
-$466.2 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.2%
-$326,760.96 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.2%
-$706.8 
FCX Freeport-McMoRan Inc.
-0.19%
-$815.61 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$549.45 
IWD iShares Russell 1000 Value ETF
-0.18%
-$4,492.26 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.17%
-$16,942.68 
FBND Fidelity Total Bond ETF
-0.17%
-$500,701.44 
TEL TE Connectivity plc
-0.16%
-$548.1 
RSG Republic Services, Inc.
-0.16%
-$413.27 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$291,619.5 
SBUX Starbucks Corporation
-0.14%
-$1,151.22 
MA Mastercard Incorporated
-0.14%
-$3,453.9 
BND Vanguard Total Bond Market Index Fund
-0.14%
-$2,571.43 
MUB iShares National Muni Bond ETF
-0.13%
-$40,707.22 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$1,920.33 
JAVA JPMorgan Active Value ETF
-0.12%
-$3,804 
VONV Vanguard Russell 1000 Value Index Fund
-0.12%
-$5,066.15 
CVS CVS Health Corporation
-0.1%
-$710.1 
ARI Apollo Commercial Real Estate Finance Inc.
-0.08%
-$80.44 
WELL Welltower Inc.
-0.08%
-$519.66 
XLV Health Care Select Sector SPDR Fund
-0.08%
-$228.56 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$147.13 
BA Boeing Company
-0.07%
-$404.46 
BIIB Biogen Inc.
-0.07%
-$172.77 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$434.25 
UNM Unum Group
-0.07%
-$170.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.07%
-$805.41 
AME Ametek Inc.
-0.06%
-$139.3 
SCHF Schwab International Equity ETF
-0.06%
-$168.65 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.05%
-$9,566.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$470.62 
VRSK Verisk Analytics Inc.
-0.05%
-$134.38 
BRTR iShares Total Return Act ETF
-0.04%
-$171.14 
IRM Iron Mountain Inc.
-0.04%
-$91.25 
FDVV Fidelity High Dividend ETF
-0.04%
-$134.53 
ELV Elevance Health, Inc.
-0.03%
-$67.68 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.02%
-$287.32 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.01%
-$40.04 
BINC iShares Flexible Income Active ETF
-0.01%
-$28,732.74 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.01%
-$697.51 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.01%
-$19,698.47 Events
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Dividends
Dividend Analysis
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| Trades 3624 | Longs Won 2478/3624 68% | Profit Factor 13.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.66M |
| Average Win $414,176.34 | Best Trade (Oct 15) $150M | Sharpe Ratio -11.28 |
| Average Loss -$67,186.57 | Worst Trade (Oct 15) -$5.43M | Z-Score 5.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $261,957.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 91,120 | $18.78M | $31.39M | - | $12.61M | 67.17% | +0.725% |
| ABAT American Battery Technology Company | 17,568 | $59,555.52 | $26,879.04 | - | -$32,676.48 | -54.87% | -2.548% |
| ABBV AbbVie Inc. | 10,682 | $1.92M | $3.05M | - | $1.12M | 58.46% | +0.607% |
| ABFL Abacus FCF Leaders ETF | 199,136 | $13.56M | $15.87M | - | $2.3M | 16.98% | -0.969% |
| ABLD Aba Fcf Real Asset Laddered ETF | 9,315 | $289,819.34 | $292,397.85 | - | $2,578.51 | 0.89% | +0.721% |
| ABNB Airbnb, Inc. | 1,826 | $232,542.82 | $316,381.89 | - | $83,839.07 | 36.05% | -0.582% |
| ABT Abbott Laboratories | 6,164 | $775,276.63 | $645,987.2 | - | -$129,289.43 | -16.68% | +0.115% |
| ACN Accenture plc Class A | 1,965 | $689,526.6 | $443,136.97 | - | -$246,389.63 | -35.73% | +0.265% |
| ACWI iShares MSCI ACWI ETF | 4,290 | $454,039.39 | $678,249.43 | - | $224,210.04 | 49.38% | -0.71% |
| ADBE Adobe Inc. | 1,071 | $563,112.69 | $262,662.75 | - | -$300,449.94 | -53.36% | -2.551% |
| ADI Analog Devices, Inc. | 2,643 | $585,567.19 | $1.07M | - | $484,504.22 | 82.74% | +0.228% |
| ADP Automatic Data Processing Inc. | 2,915 | $676,694.25 | $834,389.6 | - | $157,695.35 | 23.3% | +0.207% |
| AEP American Electric Power Company, Inc. | 3,348 | $322,993.94 | $424,141.38 | - | $101,147.44 | 31.32% | +1.927% |
| AFL Aflac Inc. | 2,904 | $269,799.74 | $345,067.8 | - | $75,268.06 | 27.9% | +0.656% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.94M | $192.1M | $185.2M | - | -$6.91M | -3.6% | -0.157% |
| AHRT AMERICAN HEALTHCARE REIT INC | 12,511 | $70,969.29 | $75,128.55 | - | $4,159.26 | 5.86% | +0.586% |
| AIG American International Group Inc. | 3,094 | $227,539.96 | $247,643.76 | - | $20,103.8 | 8.84% | +1.163% |
| AJG Arthur J. Gallagher & Co. | 1,820 | $459,133.82 | $457,165.8 | - | -$1,968.02 | -0.43% | +0.436% |
| ALB Albemarle Corporation | 2,089 | $174,527.61 | $202,089.86 | - | $27,562.25 | 15.79% | -1.467% |
| ALL Allstate Corporation | 1,365 | $265,604.78 | $331,230.9 | - | $65,626.12 | 24.71% | +1.277% |
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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: Exxon Mobil Corporation - $48.21M, Abacus FCF Leaders ETF - $43.65M, iShares Flexible Income Active ETF - $30.04M, iShares U.S. Technology ETF - $27.1M, and iShares Currency Hedged MSCI EAFE ETF - $22.66M. 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 - $1.42M, Nike, Inc. - Class B - $957,635.14, Adobe Inc - $817,442.55, Accenture plc Class A - $563,377.14, and Biogen Inc - $546,362.63. 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 $221.47M earned over time. The largest contributors to dividend income include iShares Flexible Income Active ETF - $30M, iShares Core U.S. Aggregate Bond ETF - $21.61M, iShares MBS ETF - $16.87M, iShares Core MSCI EAFE ETF - $16.79M, and Fidelity Total Bond ETF - $15.18M. 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.
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