Simone Vannoy Portfolio
Invests via Vannoy Advisory Group, Inc. | Managed by Simone Andrea Vannoy, Neil Ray Vannoy
Invests via Vannoy Advisory Group, Inc.
Managed by Simone Andrea Vannoy, Neil Ray Vannoy
Automatically Tracked
Simone Vannoy Profile
Experienced finance executive and investor focused on growth-stage technology and consumer companies. Simone Vannoy is known for operating leadership, corporate development and strategic investing across venture and private markets, advising management teams on scaling revenue, unit economics and go-to-market. Works with institutional and family-office capital, serves in advisory and board roles, and prioritizes hands-on portfolio support and commercial due diligence.
Experienced finance executive and investor focused on growth-stage technology and consumer companies. Simone Vannoy is known for operating leadership, corporate development and strategic investing across venture and private markets, advising management teams on scaling revenue, unit economics and go-to-market. Works with institutional and family-office capital, serves in advisory and board roles, and prioritizes hands-on portfolio support and commercial due diligence.
Investment Philosophy & Strategy
Operates as a hands-on growth-stage investor and advisor, prioritizing commercial diligence and revenue-driven scaling for technology and consumer businesses. Blends operating leadership with corporate development to optimize unit economics, go-to-market execution and strategic partnerships. Deploys institutional and family-office capital across venture and private markets, favoring active board roles, concentrated stakes and staged, KPI-driven capital allocation.
Operates as a hands-on growth-stage investor and advisor, prioritizing commercial diligence and revenue-driven scaling for technology and consumer businesses. Blends operating leadership with corporate development to optimize unit economics, go-to-market execution and strategic partnerships. Deploys institutional and family-office capital across venture and private markets, favoring active board roles, concentrated stakes and staged, KPI-driven capital allocation.
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:
38.65%
Gain -0.6%
Monthly
0.98%
Yearly
12.42%
Drawdown
14.48%
$173.57M
Equity
Holdings
$173.57M
Investment
$130.23M
$46.74M
Profit -$995,526.91
Realized
$3.41M
Unrealized
$43.33M
Dividends
$8.31M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$995,526.91
Win %
63%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.35M
Win %
63%
This Month
Compared to last month
Gain
0.23%
Profit
$393,822.41
Win %
63%
This Year
Compared to last year
Gain
0.23%
Profit
$394,235.72
Win %
72%
SCZ iShares MSCI EAFE Small-Cap ETF
+0.25%
+$858.06 
DFIC Dimensional International Core Equity Market ETF
+0.2%
+$46,757.1 
VNQ Vanguard Real Estate ETF
+0.16%
+$663.52 
VYM Vanguard High Dividend Yield ETF
+0.11%
+$527.17 
AAPL Apple Inc.
+0.07%
+$365.52 
DISV Dimensional International Small Cap Equity Fund
+0.07%
+$2,322.99 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$4,901.07 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$2,829 2523
25239Y147
0%
$0 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$5,399.04 
GOOGL Alphabet Inc
-2.49%
-$11,244.86 
GOOG Alphabet Inc
-2.32%
-$7,822.21 
AVEM Avantis Emerging Markets Equity ETF
-1.63%
-$21,447.3 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.5%
-$178,590.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.27%
-$128,983.47 
SPY SPDR S&P 500 ETF Trust
-1.22%
-$7,239.67 
IVV iShares Core S&P 500 ETF
-1.19%
-$3,099.59 
IJR iShares Core S&P Small-Cap ETF
-1.01%
-$11,057.45 
DFAC Dimensional U.S. Core Equity 2 ETF
-1%
-$542,075.4 
AVUS Avantis U.S. Equity ETF
-0.91%
-$82,416.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.5%
-$4,917.75 
AVLV Avantis U.S. Large Cap Value ETF
-0.45%
-$14,799.96 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.41%
-$7,480.83 
DFUV Dimensional US Marketwide Value ETF
-0.36%
-$20,041 
DFAT Dimensional US Targeted Value ETF
-0.33%
-$4,065.07 
MUB iShares National Muni Bond ETF
-0.07%
-$2,976.45 
DFLV Dimensional US Large Cap Value ETF
-0.04%
-$1,009.02 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$85.04 Events
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Dividends
Dividend Analysis
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| Trades 238 | Longs Won 178/238 74% | Profit Factor 33.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $270,736.77 | Best Trade (Oct 14) $18.12M | Sharpe Ratio -208.58 |
| Average Loss -$24,218.29 | Worst Trade (Oct 14) -$725,024.11 | Z-Score 0.3 (23.75%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 1d | Expectancy $196,378.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.41% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y147 | 282,956 | $6.84M | $6.84M | - | - | - | 0.0 |
| AAPL Apple Inc. | 1,523 | $293,204.34 | $521,231.52 | - | $228,027.18 | 77.77% | +0.07% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,008 | $1.68M | $1.62M | - | -$59,322.35 | -3.53% | -0.005% |
| AVEM Avantis Emerging Markets Equity ETF | 14,590 | $822,730 | $1.3M | - | $474,758.7 | 57.71% | -1.626% |
| AVLV Avantis U.S. Large Cap Value ETF | 35,238 | $2.04M | $3.28M | - | $1.23M | 60.44% | -0.45% |
| AVUS Avantis U.S. Equity ETF | 70,142 | $5.72M | $9.02M | - | $3.3M | 57.69% | -0.905% |
| BND Vanguard Total Bond Market Index Fund | 282,900 | $20.77M | $20.03M | - | -$738,684.77 | -3.56% | +0.014% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.2M | $35.87M | $53.89M | - | $18.03M | 50.26% | -0.996% |
| DFAT Dimensional US Targeted Value ETF | 18,067 | $947,227.4 | $1.23M | - | $278,889.55 | 29.44% | -0.33% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 50,039 | $1.24M | $1.83M | - | $590,079.8 | 47.73% | -0.408% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 310,592 | $7.8M | $11.77M | - | $3.97M | 50.95% | -1.495% |
| DFIC Dimensional International Core Equity Market ETF | 623,428 | $16.03M | $23.51M | - | $7.48M | 46.64% | +0.199% |
| DFLV Dimensional US Large Cap Value ETF | 67,268 | $1.83M | $2.78M | - | $949,315.17 | 51.9% | -0.036% |
| DFUV Dimensional US Marketwide Value ETF | 100,205 | $3.75M | $5.6M | - | $1.85M | 49.4% | -0.356% |
| DISV Dimensional International Small Cap Equity Fund | 77,433 | $2M | $3.31M | - | $1.31M | 65.41% | +0.07% |
| GOOG Alphabet Inc | 979 | $238,435.02 | $329,844.68 | - | $91,409.66 | 38.34% | -2.317% |
| GOOGL Alphabet Inc | 1,294 | $180,758.73 | $440,645.82 | - | $259,887.09 | 143.78% | -2.488% |
| IJR iShares Core S&P Small-Cap ETF | 7,955 | $860,839.73 | $1.08M | - | $219,449.27 | 25.49% | -1.013% |
| IVV iShares Core S&P 500 ETF | 336 | $208,622 | $257,354.16 | - | $48,732.16 | 23.36% | -1.19% |
| MUB iShares National Muni Bond ETF | 39,686 | $4.29M | $4.06M | - | -$222,267.13 | -5.19% | -0.073% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Simone Vannoy?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total Bond Market Index Fund - $1.76M, Dimensional International Core Equity Market ETF - $1.74M, Dimensional U.S. Core Equity 2 ETF - $1.66M, Dimensional US Real Estate ETF - $1.43M, and Dimensional Emerging Markets Core Equity 2 ETF - $936,432.44. 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: Micron Technology, Inc - $16,203.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Simone Vannoy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.31M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.76M, Dimensional International Core Equity Market ETF - $1.47M, Dimensional U.S. Core Equity 2 ETF - $1.24M, Dimensional Emerging Markets Core Equity 2 ETF - $648,409.25, and Dimensional US Real Estate ETF - $477,569.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Simone Vannoy's monthly returns?
Simone Vannoy'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 Simone Vannoy's strategy be considered aggressive or moderate?
Simone Vannoy'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 Simone Vannoy's strategy?
Simone Vannoy'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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