Ron Santella Portfolio
Invests via Teramo Advisors LLC | Managed by Ronald A. Santella
Invests via Teramo Advisors LLC
Managed by Ronald A. Santella
Automatically Tracked
Ron Santella Profile
With a strong foundation in finance and extensive experience in business leadership, Ron Santella has made significant contributions to various sectors. His career encompasses roles that leverage strategic insights for driving organizational growth, particularly within financial services. By cultivating innovative partnerships and championing operational excellence, he has become a key figure capable of navigating complex market landscapes. Notable for his adept management of diverse teams and project initiatives, his professional journey is marked by impactful achievements that resonate within the corporate world.
With a strong foundation in finance and extensive experience in business leadership, Ron Santella has made significant contributions to various sectors. His career encompasses roles that leverage strategic insights for driving organizational growth, particularly within financial services. By cultivating innovative partnerships and championing operational excellence, he has become a key figure capable of navigating complex market landscapes. Notable for his adept management of diverse teams and project initiatives, his professional journey is marked by impactful achievements that resonate within the corporate world.
Investment Philosophy & Strategy
Navigating the complexities of the financial sector requires both acumen and foresight. Ron Santella exemplifies this duality through a blend of strategic innovation and operational expertise, which he applies to identify value-driven investment opportunities. His entrepreneurial approach often leads to unconventional methods for fostering growth within organizations. Additionally, his strong leadership experience shapes an environment that embraces calculated risk-taking while pursuing substantial returns across diverse portfolios. With a knack for leveraging industry insights into actionable strategies, he consistently enhances competitive positioning in dynamic markets.
Navigating the complexities of the financial sector requires both acumen and foresight. Ron Santella exemplifies this duality through a blend of strategic innovation and operational expertise, which he applies to identify value-driven investment opportunities. His entrepreneurial approach often leads to unconventional methods for fostering growth within organizations. Additionally, his strong leadership experience shapes an environment that embraces calculated risk-taking while pursuing substantial returns across diverse portfolios. With a knack for leveraging industry insights into actionable strategies, he consistently enhances competitive positioning in dynamic markets.
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:
79.62%
Gain +0.98%
Monthly
0.81%
Yearly
10.13%
Drawdown
31.54%
$410.32M
Equity
Holdings
$410.32M
Investment
$346.75M
$96.51M
Profit +$2.83M
Realized
$32.95M
Unrealized
$63.56M
Dividends
$13.63M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.98%
Profit
$2.83M
Win %
85%
This Week
Compared To Last Week
Gain
1.08%
Profit
$4.36M
Win %
85%
This Month
Compared to last month
Gain
0.14%
Profit
$562,941.65
Win %
85%
This Year
Compared to last year
Gain
0.14%
Profit
$562,941.64
Win %
85%
Events
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Dividends
Dividend Analysis
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| Trades 114 | Longs Won 67/114 58% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.75M |
| Average Win $2.17M | Best Trade (Aug 02) $16.22M | Sharpe Ratio -9.52 |
| Average Loss -$1.04M | Worst Trade (Dec 31) -$15.42M | Z-Score 1.02 (69.24%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $846,582.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.57% |
| Consecutive Losing Trades | 393 | 354 | 314 | 275 | 236 | 196 | 157 | 118 | 79 | 39 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 IVV iShares Core S&P 500 ETF | 360,000 | $240.12M | $270.12M | - | $30M | 12.49% | +0.687% |
 OPER ClearShares Ultra-Short Maturity ETF | 20,000 | $2M | $2M | - | -$1,560.02 | -0.08% | +0.047% |
 SPY SPDR S&P 500 ETF Trust | 185,000 | $104.63M | $138.2M | - | $33.57M | 32.08% | +0.72% |
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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 Ron Santella?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $61.2M, iShares Core S&P 500 ETF - $15.48M, IonQ, Inc - $7.57M, PLANET LABS PBC - $2.06M, and ClearShares Ultra-Short Maturity ETF - $505,301.05. 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: Nikola Corporation - $23.58M, Danimer Scientific Inc - $9.81M, Rayonier Inc - $7.59M, CNX Resources Corporation - $139,500, and Navitas Semiconductor Corporation - $118,135. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ron Santella's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.63M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $8.47M, iShares Core S&P 500 ETF - $2.62M, Rayonier Inc - $1.91M, ClearShares Ultra-Short Maturity ETF - $505,801.05, and Exxon Mobil Corporation - $34,821. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ron Santella's monthly returns?
Ron Santella's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Ron Santella's strategy be considered aggressive or moderate?
Ron Santella's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Ron Santella's strategy?
Ron Santella's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
