William Ramsay Portfolio
Invests via Financial Symmetry Inc | Managed by Bill Ramsay, Chad Smith, Allison Berger, Will Holt, Mike Eklund, Heather Gudac, Cameron Hendricks, Grace Kvantas, Grayson Blazek, Haley Modlin, Angela Keeley-White, Darian Billingsley, Colton Tickle, Christian Polanco, Garrick King, Niamh Douglas, Richelle Morats, Meredith Keel
Invests via Financial Symmetry Inc
Managed by Bill Ramsay, Chad Smith, Allison Berger, Will Holt, Mike Eklund, Heather Gudac, Cameron Hendricks, Grace Kvantas, Grayson Blazek, Haley Modlin, Angela Keeley-White, Darian Billingsley, Colton Tickle, Christian Polanco, Garrick King, Niamh Douglas, Richelle Morats, Meredith Keel
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William Ramsay Profile
Seasoned investor and entrepreneur with experience in technology and asset management, William Ramsay oversees growth-stage investing, corporate strategy, and capital allocation. He has led operating teams and served on boards, focusing on SaaS, fintech, and industrial tech. Education in economics and engineering; known for operationally-minded active ownership, portfolio construction and exit execution.
Seasoned investor and entrepreneur with experience in technology and asset management, William Ramsay oversees growth-stage investing, corporate strategy, and capital allocation. He has led operating teams and served on boards, focusing on SaaS, fintech, and industrial tech. Education in economics and engineering; known for operationally-minded active ownership, portfolio construction and exit execution.
Investment Philosophy & Strategy
Operates with an operator-investor mindset, prioritizing growth-stage technology businesses where active ownership and operational improvements drive value. Focuses on SaaS, fintech and industrial tech, blending revenue-first metrics with unit economics to underwrite scalable models. Capital allocation favors follow-on support and structured exit pathways; uses board engagement, KPI-driven governance and targeted operational interventions to accelerate margin expansion. Time horizon is multi-year growth to liquidity; risk discipline emphasizes staged capital, milestone-based checks and diversification across product-led and enterprise go-to-market strategies.
Operates with an operator-investor mindset, prioritizing growth-stage technology businesses where active ownership and operational improvements drive value. Focuses on SaaS, fintech and industrial tech, blending revenue-first metrics with unit economics to underwrite scalable models. Capital allocation favors follow-on support and structured exit pathways; uses board engagement, KPI-driven governance and targeted operational interventions to accelerate margin expansion. Time horizon is multi-year growth to liquidity; risk discipline emphasizes staged capital, milestone-based checks and diversification across product-led and enterprise go-to-market strategies.
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:
77.12%
Gain +0.08%
Monthly
1.72%
Yearly
22.75%
Drawdown
18.95%
$312.53M
Equity
Holdings
$312.53M
Investment
$238.69M
$77.67M
Profit +$202,515.53
Realized
$3.83M
Unrealized
$73.84M
Dividends
$10.73M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$202,515.53
Win %
79%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$3.13M
Win %
79%
This Month
Compared to last month
Gain
-0.15%
Profit
-$459,995.27
Win %
79%
This Year
Compared to last year
Gain
-0.16%
Profit
-$502,293.19
Win %
80%
LLY Eli Lilly and Company
+4.78%
+$26,511.84 
PVCT Provectus Biopharmaceuticals, Inc.
+3.52%
+$17.32 
GRFS Grifols, S.A. American Depositary Receipt
+3.31%
+$2,406.24 
TMO Thermo Fisher Scientific Inc.
+2.92%
+$10,469.75 
BIIB Biogen Inc.
+2.45%
+$7,126.08 
TEM Tempus AI, Inc.
+2.31%
+$23,578.34 
ORCL Oracle Corporation
+2.31%
+$7,196.91 
VRTX Vertex Pharmaceuticals Incorporated
+2.25%
+$8,520.82 
V Visa Inc. Class A
+2.22%
+$6,456.68 
IBM International Business Machines Corporation
+2.14%
+$10,755.52 
WMT Walmart Inc.
+2.13%
+$6,076.2 
MA Mastercard Incorporated
+1.94%
+$5,501.35 
MCD McDonald's Corporation
+1.83%
+$4,390.52 
KRE SPDR S&P Regional Banking ETF
+1.59%
+$4,775.29 
ABBV AbbVie Inc.
+1.32%
+$6,605.81 
MSFT Microsoft Corp.
+1.03%
+$9,752.7 
DFAT Dimensional US Targeted Value ETF
+0.91%
+$7,925.12 
DFAS Dimensional U.S. Small Cap ETF
+0.79%
+$5,184.39 
JNJ Johnson & Johnson
+0.75%
+$3,682.36 
VOE Vanguard Mid-Cap Value ETF
+0.68%
+$7,678.36 
CSX CSX Corporation
+0.67%
+$1,590.87 
AVUV Avantis U.S. Small Cap Value ETF
+0.65%
+$3,661.32 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$86,439.65 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$5,718.14 
DFIV Dimensional International Value ETF
+0.58%
+$3,170.37 
AAPL Apple Inc.
+0.53%
+$22,897.95 
DFLV Dimensional US Large Cap Value ETF
+0.51%
+$2,084.67 
IJH iShares Core S&P Mid-Cap ETF
+0.5%
+$1,425.96 
VO Vanguard Mid-Cap ETF
+0.46%
+$3,520.06 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$44,032.31 
DFAI Dimensional International Core Equity Market ETF
+0.44%
+$15,823.08 
DFIC Dimensional International Core Equity Market ETF
+0.39%
+$85,529.7 
AVDE Avantis International Equity ETF
+0.35%
+$45,061.07 
GOOG Alphabet Inc
+0.31%
+$2,273.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.27%
+$226,247.88 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$1,784.79 
DFAU Dimensional US Core Equity Market ETF
+0.18%
+$3,141.18 
SCHF Schwab International Equity ETF
+0.17%
+$373.14 
AVUS Avantis U.S. Equity ETF
+0.15%
+$16,412 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$5,292.54 
VT Vanguard Total World Stock ETF
+0.12%
+$12,032.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.11%
+$480.96 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$180.71 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,392.63 
IVV iShares Core S&P 500 ETF
+0.06%
+$1,691.39 
DUK Duke Energy Corporation
+0.03%
+$114.31 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$1,052.11 2523
25239Y170
0%
$0 2523
25239Y220
0%
$0 2523
25239Y154
0%
$0 
CSCO Cisco Systems, Inc.
-4.24%
-$48,715.74 
CRWD CrowdStrike Holdings, Inc.
-2.85%
-$7,911.87 
AVGO Broadcom Inc.
-1.98%
-$10,428.66 
TSLA Tesla, Inc.
-1.92%
-$13,423.2 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-1.72%
-$6,297.09 
NVDA NVIDIA Corporation
-1.67%
-$28,796.76 
XLK State Street Technology Select Sector SPDR ETF
-1.29%
-$3,611.27 
XOM Exxon Mobil Corporation
-1.26%
-$2,932.15 
DFAE Dimensional Emerging Core Equity Market ETF
-1.19%
-$35,158.31 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.14%
-$199,646.48 
AVEM Avantis Emerging Markets Equity ETF
-1.07%
-$67,174.37 
VUG Vanguard Growth ETF
-0.39%
-$1,228.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$127,852.56 
AVDV Avantis International Small Cap Value ETF
-0.17%
-$636.59 
AMZN Amazon.com Inc
-0.13%
-$1,077.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.01%
-$610.42 Events
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Dividends
Dividend Analysis
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No Data
| Trades 514 | Longs Won 413/514 80% | Profit Factor 59.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $881,932.73 |
| Average Win $191,300.77 | Best Trade (Oct 15) $14.64M | Sharpe Ratio -10.27 |
| Average Loss -$13,200.7 | Worst Trade (Oct 14) -$131,765.35 | Z-Score 20.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $151,116.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y154 | 11,609 | $779,080 | $779,080 | - | - | - | 0.0 |
| 2523 25239Y170 | 137,987 | $5.17M | $5.17M | - | - | - | 0.0 |
| 2523 25239Y220 | 13,911 | $1.15M | $1.15M | - | - | - | 0.0 |
| AAPL Apple Inc. | 12,520 | $2.54M | $4.32M | - | $1.78M | 70.25% | +0.533% |
| ABBV AbbVie Inc. | 1,771 | $433,344.2 | $508,648.91 | - | $75,304.71 | 17.38% | +1.316% |
| AMZN Amazon.com Inc | 3,367 | $590,762.88 | $854,409.92 | - | $263,647.04 | 44.63% | -0.126% |
| AVDE Avantis International Equity ETF | 143,051 | $9.01M | $12.82M | - | $3.8M | 42.16% | +0.353% |
| AVDV Avantis International Small Cap Value ETF | 3,441 | $225,746.23 | $368,513.89 | - | $142,767.66 | 63.24% | -0.172% |
| AVEM Avantis Emerging Markets Equity ETF | 68,897 | $4.2M | $6.2M | - | $2.01M | 47.83% | -1.071% |
| AVGO Broadcom Inc. | 1,518 | $519,098.44 | $515,178.84 | - | -$3,919.6 | -0.76% | -1.984% |
| AVUS Avantis U.S. Equity ETF | 82,060 | $7.41M | $10.62M | - | $3.22M | 43.44% | +0.155% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,694 | $420,875.59 | $563,139.18 | - | $142,263.59 | 33.8% | +0.654% |
| BIIB Biogen Inc. | 1,248 | $236,128 | $297,697.92 | - | $61,569.92 | 26.07% | +2.452% |
| BND Vanguard Total Bond Market Index Fund | 13,298 | $932,855 | $941,897.34 | - | $9,042.34 | 0.97% | +0.611% |
| CRWD CrowdStrike Holdings, Inc. | 1,112 | $294,402 | $269,298.6 | - | -$25,103.4 | -8.53% | -2.854% |
| CSCO Cisco Systems, Inc. | 10,107 | $632,766.97 | $1.1M | - | $467,076.77 | 73.81% | -4.241% |
| CSX CSX Corporation | 4,895 | $200,939.75 | $237,921.47 | - | $36,981.72 | 18.4% | +0.673% |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | 4,740 | $228,789.3 | $358,936.5 | - | $130,147.2 | 56.89% | -1.724% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.89M | $63.19M | $84.86M | - | $21.68M | 34.31% | +0.267% |
| DFAE Dimensional Emerging Core Equity Market ETF | 77,271 | $1.91M | $2.91M | - | $1M | 52.5% | -1.192% |
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FAQ
Which stocks have generated the highest profits for William Ramsay?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $3.43M, Dimensional U.S. Core Equity 2 ETF - $1.37M, Dimensional US Small Cap Value ETF - $1.24M, Avantis International Equity ETF - $886,392.61, and Dimensional Core Fixed Income ETF - $850,852.6. 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: Caterpillar Inc - $57,538.76, Marvell Technology, Inc - $51,996, Exxon Mobil Corporation - $40,567.75, Seagate Technology Holdings plc - $40,029.6, and Meta Platforms Inc Class A - $39,816.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Ramsay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.73M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $3.2M, Dimensional U.S. Core Equity 2 ETF - $1.37M, Dimensional Core Fixed Income ETF - $873,241.23, Dimensional Emerging Markets Core Equity 2 ETF - $700,130.01, and Avantis International Equity ETF - $690,770.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Ramsay's monthly returns?
William Ramsay'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 Ramsay's strategy be considered aggressive or moderate?
William Ramsay'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 Ramsay's strategy?
William Ramsay'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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