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:
2.03%
Gain
Monthly
0.07%
Yearly
0.79%
Drawdown
43.67%
$296.51M
Equity
Holdings
$296.51M
Investment
$225.01M
$73.9M
Profit -$2.17M
Realized
$2.4M
Unrealized
$71.5M
Dividends
$9.34M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.17M
Win %
84%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$3.43M
Win %
84%
This Month
Compared to last month
Gain
-0.93%
Profit
-$2.78M
Win %
84%
This Year
Compared to last year
Gain
-1.06%
Profit
-$3.17M
Win %
84%
STX Seagate Technology Holdings plc
+5.72%
+$8,867.03 
CSCO Cisco Systems, Inc.
+2.57%
+$26,319.06 
ORCL Oracle Corporation
+1.64%
+$2,982.48 
JNJ Johnson & Johnson
+1.37%
+$6,763.94 
XOM Exxon Mobil Corporation
+1.32%
+$2,895.36 
ABT Abbott Laboratories
+1.3%
+$3,830.01 
CAT Caterpillar Inc.
+0.75%
+$1,469.57 
ABBV AbbVie Inc.
+0.75%
+$4,254.1 
MRVL Marvell Technology, Inc.
+0.64%
+$840 
LLY Eli Lilly and Company
+0.61%
+$2,431.62 
AAPL Apple Inc.
+0.2%
+$8,329 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$8,780.3 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$94.61 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
PVCT Provectus Biopharmaceuticals, Inc.
-5.69%
-$36.69 
IBM International Business Machines Corporation
-3.45%
-$15,892.76 
GOOG Alphabet Inc
-2.56%
-$18,778.75 
TSLA Tesla, Inc.
-2.39%
-$18,252 
TXO TXO Partners L.P.
-2.15%
-$3,519.04 
MCD McDonald's Corporation
-2.1%
-$5,544.83 
KRE SPDR S&P Regional Banking ETF
-2.07%
-$7,013.16 
NVDA NVIDIA Corporation
-1.98%
-$32,199.87 
BIIB Biogen Inc.
-1.82%
-$4,742.4 
V Visa Inc. Class A
-1.8%
-$5,582.56 
TEM Tempus AI, Inc.
-1.79%
-$13,619.52 
MA Mastercard Incorporated
-1.61%
-$4,187.7 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$4,242.98 
MSFT Microsoft Corp.
-1.49%
-$13,081.22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.48%
-$241,514.13 
AVDV Avantis International Small Cap Value ETF
-1.36%
-$4,969.48 
DFAE Dimensional Emerging Core Equity Market ETF
-1.33%
-$40,934.79 
VUG Vanguard Growth ETF
-1.32%
-$4,001.4 
DFSV Dimensional US Small Cap Value ETF
-1.07%
-$53,955.45 
AVEM Avantis Emerging Markets Equity ETF
-1.05%
-$61,148.65 
DFAT Dimensional US Targeted Value ETF
-0.97%
-$8,962.41 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-0.96%
-$3,412.18 
AVUV Avantis U.S. Small Cap Value ETF
-0.87%
-$5,165.6 
VOO Vanguard S&P 500 ETF
-0.87%
-$15,133.27 
IVV iShares Core S&P 500 ETF
-0.86%
-$22,434.92 
CSX CSX Corporation
-0.85%
-$2,129.32 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$1,781.98 
DFAU Dimensional US Core Equity Market ETF
-0.85%
-$14,548.6 
DXUV Dimensional US Vector Equity ETF
-0.84%
-$6,655.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$3,705.74 
AMZN Amazon.com Inc
-0.84%
-$8,049.34 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.84%
-$488,989.72 
VT Vanguard Total World Stock ETF
-0.82%
-$82,154.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$29,253.1 
DFAS Dimensional U.S. Small Cap ETF
-0.81%
-$4,830.54 
DUK Duke Energy Corporation
-0.81%
-$2,984.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.79%
-$40,574.31 
DCOR Dimensional US Core Equity 1 ETF
-0.78%
-$9,015.81 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$587,777.88 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$1,923.08 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$70,633.73 
AVUS Avantis U.S. Equity ETF
-0.69%
-$72,461.84 
AVDE Avantis International Equity ETF
-0.65%
-$83,164.46 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$1,762.53 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$20,702.09 
BAC Bank of America Corporation
-0.55%
-$1,363.74 
DFIC Dimensional International Core Equity Market ETF
-0.52%
-$89,645.4 
SCHF Schwab International Equity ETF
-0.46%
-$1,036 
VO Vanguard Mid-Cap ETF
-0.43%
-$3,353.74 
WMT Walmart Inc.
-0.38%
-$1,161.16 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$3,242.64 
AVGO Broadcom Inc.
-0.28%
-$1,156.46 
DFIV Dimensional International Value ETF
-0.27%
-$1,462.8 
VRTX Vertex Pharmaceuticals Incorporated
-0.25%
-$919.62 Events
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Dividends
Dividend Analysis
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| Trades 457 | Longs Won 378/457 82% | Profit Factor 102.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $894,043.67 |
| Average Win $197,440.28 | Best Trade (Jul 15) $14.25M | Sharpe Ratio -10.44 |
| Average Loss -$9,259.65 | Worst Trade (Jul 17) -$121,664.75 | Z-Score 25.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $161,708.79 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
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