BR
Brian Ramsay Portfolio
Invests via Wealthspan Partners LLC | Managed by Brian J. Ramsay, Mark D. Tholl
Invests via Wealthspan Partners LLC
Managed by Brian J. Ramsay, Mark D. Tholl
Automatically Tracked
Brian Ramsay Profile
Brian Ramsay is a seasoned entrepreneur known for his strategic insights and leadership in the technology sector. With a strong track record of founding innovative startups, he has successfully navigated competitive landscapes to build scalable businesses that leverage cutting-edge technologies. His diverse experience spans software development, digital marketing, and market entry strategies, enabling him to drive growth and operational excellence across various ventures. Brian's deep understanding of emerging trends positions him as a valuable asset in today's rapidly evolving business environment, making significant contributions to discussions around investment opportunities within tech markets.
Brian Ramsay is a seasoned entrepreneur known for his strategic insights and leadership in the technology sector. With a strong track record of founding innovative startups, he has successfully navigated competitive landscapes to build scalable businesses that leverage cutting-edge technologies. His diverse experience spans software development, digital marketing, and market entry strategies, enabling him to drive growth and operational excellence across various ventures. Brian's deep understanding of emerging trends positions him as a valuable asset in today's rapidly evolving business environment, making significant contributions to discussions around investment opportunities within tech markets.
Investment Philosophy & Strategy
Capitalizing on the potential of disruptive technologies, Brian Ramsay demonstrates a proactive approach to investment through his entrepreneurial expertise. His background in building successful tech startups informs his focus on scalability and innovative solutions that address market demands. Leveraging an acute awareness of industry trends, he evaluates opportunities with an eye toward long-term value creation. This orientation allows him to identify strategic partnerships and avenues for growth within competitive sectors, ensuring robust alignment between capital allocation and operational advancements.
Capitalizing on the potential of disruptive technologies, Brian Ramsay demonstrates a proactive approach to investment through his entrepreneurial expertise. His background in building successful tech startups informs his focus on scalability and innovative solutions that address market demands. Leveraging an acute awareness of industry trends, he evaluates opportunities with an eye toward long-term value creation. This orientation allows him to identify strategic partnerships and avenues for growth within competitive sectors, ensuring robust alignment between capital allocation and operational advancements.
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:
36.29%
Gain +0.4%
Monthly
0.48%
Yearly
5.91%
Drawdown
13.53%
$303.81M
Equity
Holdings
$303.81M
Investment
$219.2M
$86.1M
Profit +$1.44M
Realized
$1.49M
Unrealized
$84.61M
Dividends
$13.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$1.44M
Win %
86%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.76M
Win %
86%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.38M
Win %
86%
This Year
Compared to last year
Gain
5.02%
Profit
$14.9M
Win %
85%
AMD Advanced Micro Devices, Inc.
+4.75%
+$38,937.97 
GEV GE Vernova Inc.
+3.65%
+$7,851.81 
COPX Global X Copper Miners ETF
+3.39%
+$36,719.22 
T AT&T Inc.
+2.48%
+$4,503 
JPM JPMorgan Chase & Co.
+2.3%
+$13,816.73 
TSLA Tesla, Inc.
+1.88%
+$9,876.59 
KMI Kinder Morgan, Inc.
+1.82%
+$4,284.69 
WFC Wells Fargo & Company
+1.64%
+$14,882.4 
DE Deere & Company
+1.55%
+$251,400.76 
OKE ONEOK, Inc.
+1.53%
+$9,265.62 
BAC Bank of America Corporation
+1.52%
+$6,200.04 
URA Global X Uranium ETF
+1.5%
+$3,153.69 
CAT Caterpillar Inc.
+1.49%
+$56,065.98 
COP ConocoPhillips
+1.39%
+$13,128.9 
NEE NextEra Energy, Inc.
+1.3%
+$7,400.19 
ABBV AbbVie Inc.
+1.29%
+$9,750.86 
TRGP Targa Resources Corp.
+1.18%
+$9,809.59 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$3,504.48 
JNJ Johnson & Johnson
+1.05%
+$10,982.5 
V Visa Inc. Class A
+1.03%
+$2,260.08 
IWD iShares Russell 1000 Value ETF
+1.02%
+$45,384.09 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$48,297.6 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$11,488.82 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$4,467.68 
VO Vanguard Mid-Cap ETF
+0.97%
+$53,462.43 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$3,310.23 
VTV Vanguard Value ETF
+0.94%
+$269,577.86 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$13,511.75 
IWM iShares Russell 2000 ETF
+0.9%
+$47,594.92 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$19,392.85 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$57,285.44 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$3,304.26 
DFAR Dimensional US Real Estate ETF
+0.87%
+$2,964.01 
PG Procter & Gamble Co
+0.85%
+$1,959.06 
ED Consolidated Edison, Inc.
+0.84%
+$2,074.5 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$60,617.18 
CNP CenterPoint Energy Inc.
+0.8%
+$1,634.72 
SO The Southern Company
+0.8%
+$3,068.66 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$2,676.62 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$6,182.43 
SLV iShares Silver Trust
+0.77%
+$18,196.52 
XLE Energy Select Sector SPDR Fund
+0.77%
+$1,542.64 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$3,666.39 
GE General Electric Company
+0.75%
+$1,907.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$2,914.61 
PSX Phillips 66
+0.74%
+$2,128.75 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$9,592.07 
VB Vanguard Small-Cap ETF
+0.73%
+$20,257.21 
HD The Home Depot, Inc.
+0.72%
+$3,769.74 
COST Costco Wholesale Corporation
+0.72%
+$2,376.6 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$13,235.89 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$24,806.4 
PHO Invesco Water Resources ETF
+0.68%
+$3,453.3 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$2,353.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$7,050.81 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$13,121.92 
VGT Vanguard Information Technology ETF
+0.6%
+$2,307.2 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.59%
+$1,471.19 
DFIV Dimensional International Value ETF
+0.58%
+$5,596.5 
IVV iShares Core S&P 500 ETF
+0.58%
+$4,381.71 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$9,238.3 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$48,078.17 
MLPX Global X MLP & Energy Infrastructure ETF
+0.56%
+$8,091.26 
GOOGL Alphabet Inc
+0.56%
+$5,036.03 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$5,325.76 
DFIS Dimensional International Small Cap ETF
+0.51%
+$3,916.29 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,511.4 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$20,970.04 
WMT Walmart Inc.
+0.45%
+$9,535.32 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$2,013.12 
CSX CSX Corporation
+0.43%
+$7,461.39 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$6,298.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$24,210.45 
PEP PepsiCo, Inc.
+0.4%
+$907.12 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$29,220.84 
DUHP Dimensional US High Profitability ETF
+0.39%
+$3,612.96 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$1,578.8 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$18,290.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$15,473.25 
SLB Schlumberger Limited
+0.31%
+$1,557.85 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$3,729.5 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+0.28%
+$1,013.77 
XOM Exxon Mobil Corporation
+0.28%
+$2,228.76 
ROL Rollins, Inc.
+0.28%
+$1,179.1 
VUG Vanguard Growth ETF
+0.22%
+$85,945.74 
BP BP p.l.c. Sponsored ADR
+0.21%
+$768.51 
TRV The Travelers Companies, Inc.
+0.21%
+$731.44 
DNP DNP Select Income Fund Inc.
+0.19%
+$431.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$1,756.15 
NVDA NVIDIA Corporation
+0.14%
+$2,675.27 
CW Curtiss-Wright Corporation
+0.1%
+$624 
EVLN Eaton Vance Floating-Rate ETF
+0.1%
+$747.75 
MSFT Microsoft Corp.
+0.1%
+$4,851.2 
IAU iShares Gold Trust
+0.09%
+$8,287.37 
GLD SPDR Gold Shares
+0.06%
+$566.47 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.05%
+$1,459.9 
ORCL Oracle Corporation
+0.05%
+$345.56 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$920.21 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$795.91 
HWM Howmet Aerospace Inc.
+0.01%
+$57.24 
MCD McDonald's Corporation
+0.01%
+$139.13 
EVMO
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ONDS Ondas Holdings Inc.
-5.09%
-$19,565 
BBAI BigBear.ai Holdings Inc.
-3.02%
-$1,918.75 
LLY Eli Lilly and Company
-2.41%
-$59,012.9 
ABT Abbott Laboratories
-1.68%
-$3,633.06 
AAPL Apple Inc.
-1.52%
-$87,327 
AMZN Amazon.com Inc
-1.23%
-$12,286.96 
AXON Axon Enterprise, Inc.
-1%
-$5,015.34 
BSX Boston Scientific Corporation
-0.58%
-$1,012.83 
SOFI SoFi Technologies, Inc.
-0.54%
-$2,650.23 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.45%
-$3,203.36 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.28%
-$993.23 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$1,997.45 
VHT Vanguard Health Care ETF
-0.13%
-$1,390.42 
FBND Fidelity Total Bond ETF
-0.11%
-$7,629.35 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$8,017.52 
JQC Nuveen Credit Strategies Income Fund
-0.1%
-$54.61 
HNI HNI Corporation
-0.09%
-$451.77 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$2,305.58 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$915.37 
EVSD Eaton Vance Short Duration Income Fund
-0.02%
-$1,294.35 Events
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Dividends
Dividend Analysis
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| Trades 1407 | Longs Won 1013/1407 71% | Profit Factor 20.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,711.46 |
| Average Win $89,348.16 | Best Trade (Jun 12) $10.67M | Sharpe Ratio -20.66 |
| Average Loss -$11,179.76 | Worst Trade (Sep 30) -$491,066.56 | Z-Score 18.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $61,197.48 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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