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:
1.13%
Gain
Monthly
0.04%
Yearly
0.44%
Drawdown
27.96%
$173.56M
Equity
Holdings
$173.56M
Investment
$127.19M
$47.74M
Profit -$373,649.53
Realized
$1.37M
Unrealized
$46.36M
Dividends
$7.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$373,649.53
Win %
81%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$425,695.12
Win %
81%
This Month
Compared to last month
Gain
0.02%
Profit
$41,343.08
Win %
81%
This Year
Compared to last year
Gain
9.88%
Profit
$15.6M
Win %
83%
DFAR Dimensional US Real Estate ETF
+1.79%
+$134,109.12 
VNQ Vanguard Real Estate ETF
+1.7%
+$7,768.8 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$49,109 
AAPL Apple Inc.
+1.49%
+$7,476.16 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$18,515.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.06%
+$10,874.23 
IJR iShares Core S&P Small-Cap ETF
+0.67%
+$7,810.6 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$1,333.43 
GOOG Alphabet Inc
+0.25%
+$910.47 
GOOGL Alphabet Inc
+0.21%
+$1,029.6 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$3,212.78 
AVLV Avantis U.S. Large Cap Value ETF
+0.07%
+$2,432.36 
DFUV Dimensional US Marketwide Value ETF
+0.03%
+$1,503.08 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$234,466.47 
AVEM Avantis Emerging Markets Equity ETF
-1.83%
-$24,584.15 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.24%
-$23,479.37 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$157,669.56 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.49%
-$1,795.7 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$2,686.93 
IVV iShares Core S&P 500 ETF
-0.46%
-$1,167.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$43,761.97 
AVUS Avantis U.S. Equity ETF
-0.28%
-$25,601.83 
DISV Dimensional International Small Cap Equity Fund
-0.2%
-$6,760.39 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.15%
-$76,590.99 
MUB iShares National Muni Bond ETF
-0.12%
-$6,219.69 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,379.45 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$8,771.49 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$260.83 Events
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Dividends
Dividend Analysis
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| Trades 198 | Longs Won 165/198 83% | Profit Factor 132.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $291,521.57 | Best Trade (Jul 16) $17.4M | Sharpe Ratio -211.85 |
| Average Loss -$10,993.63 | Worst Trade (Jul 13) -$213,266.75 | Z-Score 13.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $241,102.37 |
| 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% | 1.14% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
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Returns
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