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:
84.16%
Gain -0.51%
Monthly
1.92%
Yearly
25.71%
Drawdown
18.95%
$306.67M
Equity
Holdings
$306.67M
Investment
$225.01M
$83.98M
Profit -$888,022.7
Realized
$2.33M
Unrealized
$81.66M
Dividends
$9.46M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$888,022.7
Win %
85%
This Week
Compared To Last Week
Gain
2.2%
Profit
$6.6M
Win %
85%
This Month
Compared to last month
Gain
-0.29%
Profit
-$888,022.7
Win %
85%
This Year
Compared to last year
Gain
2.33%
Profit
$6.99M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$138,294.6 
GOOG Alphabet Inc
+6.88%
+$47,662.75 
MSFT Microsoft Corp.
+3.02%
+$29,868.64 
NVDA NVIDIA Corporation
+2.93%
+$44,680.8 
MRVL Marvell Technology, Inc.
+2.32%
+$2,982 
CSCO Cisco Systems, Inc.
+2.14%
+$22,679.19 
TXO TXO Partners L.P.
+1.82%
+$3,016.32 
ORCL Oracle Corporation
+1.81%
+$3,377.22 
PVCT Provectus Biopharmaceuticals, Inc.
+1.61%
+$10.19 
VUG Vanguard Growth ETF
+1.1%
+$3,264.3 
IBM International Business Machines Corporation
+0.86%
+$4,020.51 
MCD McDonald's Corporation
+0.82%
+$2,125.21 
TSLA Tesla, Inc.
+0.76%
+$4,601.96 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,484.53 
VOO Vanguard S&P 500 ETF
+0.71%
+$12,276.46 
CAT Caterpillar Inc.
+0.7%
+$1,264.41 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,669.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,559.39 
AVUS Avantis U.S. Equity ETF
+0.57%
+$59,286.96 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$9,258.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$18,916.94 
STX Seagate Technology Holdings plc
+0.52%
+$925.6 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$13,780.03 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$67,793.44 
CSX CSX Corporation
+0.42%
+$1,027.95 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$4,472.96 
AVGO Broadcom Inc.
+0.37%
+$1,571.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$284,122.24 
BAC Bank of America Corporation
+0.36%
+$882.42 
DXUV Dimensional US Vector Equity ETF
+0.29%
+$2,263.76 
VT Vanguard Total World Stock ETF
+0.26%
+$26,315.03 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$696.95 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.21%
+$720.78 
JNJ Johnson & Johnson
+0.21%
+$1,045.16 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$5,793.03 
WMT Walmart Inc.
+0.09%
+$263.91 
ABT Abbott Laboratories
+0.09%
+$267.21 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$187.84 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$307,113 
ABBV AbbVie Inc.
-2.51%
-$14,486.33 
BIIB Biogen Inc.
-2.4%
-$6,215.03 
XOM Exxon Mobil Corporation
-0.97%
-$2,307.24 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,496 
TEM Tempus AI, Inc.
-0.95%
-$5,958.54 
MA Mastercard Incorporated
-0.74%
-$1,997.5 
DUK Duke Energy Corporation
-0.67%
-$2,469.6 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$23,785.56 
SCHF Schwab International Equity ETF
-0.58%
-$1,326.08 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$101,138.4 
LLY Eli Lilly and Company
-0.53%
-$2,096.46 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$50,948.92 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,756 
DFIV Dimensional International Value ETF
-0.47%
-$2,633.04 
AVDE Avantis International Equity ETF
-0.46%
-$60,222.54 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,230.07 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$42,145.44 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,638.03 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$128,259.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$557.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$10,982.52 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,024.67 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,428.79 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$287.76 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$567.63 
VO Vanguard Mid-Cap ETF
-0.05%
-$388.84 
V Visa Inc. Class A
-0.04%
-$119.13 Events
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Dividends
Dividend Analysis
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| Trades 457 | Longs Won 385/457 84% | Profit Factor 105.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $991,182.41 |
| Average Win $220,220.06 | Best Trade (Aug 14) $15.76M | Sharpe Ratio -12.08 |
| Average Loss -$11,120.51 | Worst Trade (Aug 02) -$116,897.21 | Z-Score 29.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $183,772.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,525 | $2.54M | $3.87M | - | $1.33M | 52.54% | -7.354% |
| ABBV AbbVie Inc. | 2,239 | $540,277.52 | $561,854.66 | - | $21,577.14 | 3.99% | -2.513% |
| ABT Abbott Laboratories | 2,969 | $269,407 | $313,823.3 | - | $44,416.3 | 16.49% | +0.085% |
| AMZN Amazon.com Inc | 3,833 | $661,566.93 | $1.04M | - | $379,399.17 | 57.35% | +15.321% |
| AVDE Avantis International Equity ETF | 143,387 | $9.03M | $13.08M | - | $4.04M | 44.76% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 3,512 | $230,366.57 | $367,495.68 | - | $137,129.11 | 59.53% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 64,367 | $3.77M | $5.76M | - | $1.99M | 52.8% | +0.101% |
| AVGO Broadcom Inc. | 1,091 | $369,140.43 | $424,704.48 | - | $55,564.05 | 15.05% | +0.371% |
| AVUS Avantis U.S. Equity ETF | 82,343 | $7.43M | $10.51M | - | $3.08M | 41.43% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,696 | $421,055.17 | $588,314.88 | - | $167,259.71 | 39.72% | +0.032% |
| BAC Bank of America Corporation | 4,011 | $228,519 | $248,481.45 | - | $19,962.45 | 8.74% | +0.356% |
| BIIB Biogen Inc. | 1,248 | $236,128 | $253,281.6 | - | $17,153.6 | 7.26% | -2.395% |
| CAT Caterpillar Inc. | 223 | $237,473 | $181,702.63 | - | -$55,770.37 | -23.48% | +0.701% |
| CSCO Cisco Systems, Inc. | 9,333 | $549,464.67 | $1.08M | - | $533,070 | 97.02% | +2.14% |
| CSX CSX Corporation | 4,895 | $200,939.75 | $246,708 | - | $45,768.25 | 22.78% | +0.418% |
| DCOR Dimensional US Core Equity 1 ETF | 13,978 | $994,628.27 | $1.15M | - | $158,696.51 | 15.96% | +0.389% |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | 4,711 | $226,478.46 | $346,117.17 | - | $119,638.71 | 52.83% | +0.209% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.78M | $58.31M | $79M | - | $20.69M | 35.48% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 81,059 | $2M | $3.04M | - | $1.04M | 51.89% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 88,094 | $2.71M | $3.71M | - | $1M | 36.99% | -0.637% |
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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 William Ramsay?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $3.01M, Dimensional U.S. Core Equity 2 ETF - $1.2M, Avantis International Equity ETF - $829,277.45, Dimensional Core Fixed Income ETF - $764,232.05, and Vanguard Total World Stock ETF - $593,960.56. 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: Meta Platforms Inc Class A - $39,816.98, Abbott Laboratories - $33,643.03, UnitedHealth Group Incorporated - $27,139.28, Procter & Gamble Co - $23,518.74, and Littelfuse Inc - $16,630.2. 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 $9.46M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $2.84M, Dimensional U.S. Core Equity 2 ETF - $1.2M, Dimensional Core Fixed Income ETF - $764,232.05, Avantis International Equity ETF - $644,155.39, and Dimensional Emerging Markets Core Equity 2 ETF - $574,555.37. 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.
