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:
90.01%
Gain +0.38%
Monthly
1.18%
Yearly
15.15%
Drawdown
22.54%
$304.55M
Equity
Holdings
$304.55M
Investment
$219.2M
$86.84M
Profit +$517,402.14
Realized
$1.49M
Unrealized
$85.35M
Dividends
$14.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$517,402.14
Win %
83%
This Week
Compared To Last Week
Gain
0.21%
Profit
$629,908.51
Win %
83%
This Month
Compared to last month
Gain
-0.36%
Profit
-$1.11M
Win %
83%
This Year
Compared to last year
Gain
7.89%
Profit
$22.28M
Win %
83%
ONDS Ondas Holdings Inc.
+4.75%
+$12,130.3 
AMD Advanced Micro Devices, Inc.
+3.76%
+$31,294.68 
AXON Axon Enterprise, Inc.
+2.6%
+$14,877.72 
GEV GE Vernova Inc.
+1.73%
+$4,339.47 
PSX Phillips 66
+1.68%
+$5,638.75 
MSFT Microsoft Corp.
+1.6%
+$76,406.4 
COP ConocoPhillips
+1.39%
+$13,047.1 
KMI Kinder Morgan, Inc.
+1.22%
+$2,969.22 
ABT Abbott Laboratories
+1.2%
+$2,911.26 
GOOGL Alphabet Inc
+1.17%
+$10,248.26 
XLE Energy Select Sector SPDR Fund
+0.96%
+$1,945.83 
XOM Exxon Mobil Corporation
+0.95%
+$7,610.4 
AMZN Amazon.com Inc
+0.8%
+$8,218.98 
V Visa Inc. Class A
+0.74%
+$1,830.08 
NLR VanEck Uranium and Nuclear ETF
+0.68%
+$2,223.72 
T AT&T Inc.
+0.67%
+$1,145.5 
HNI HNI Corporation
+0.6%
+$3,764.75 
SLV iShares Silver Trust
+0.59%
+$11,614.8 
BP BP p.l.c. Sponsored ADR
+0.58%
+$2,092.05 
CW Curtiss-Wright Corporation
+0.49%
+$2,772 
VGT Vanguard Information Technology ETF
+0.47%
+$1,746.88 
COPX Global X Copper Miners ETF
+0.46%
+$4,427.14 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.43%
+$3,103.26 
OKE ONEOK, Inc.
+0.43%
+$2,715.2 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$5,849.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$22,009.06 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.37%
+$3,886.99 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$7,372.29 
NVDA NVIDIA Corporation
+0.34%
+$6,688.27 
VOT Vanguard Mid-Cap Growth ETF
+0.2%
+$962.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$1,209.6 
VUG Vanguard Growth ETF
+0.12%
+$47,496.33 
DFAE Dimensional Emerging Core Equity Market ETF
+0.11%
+$447.36 
EVLN Eaton Vance Floating-Rate ETF
+0.08%
+$598.2 
TRGP Targa Resources Corp.
+0.08%
+$677.16 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$888.98 
BSX Boston Scientific Corporation
+0.03%
+$55.24 
JQC Nuveen Credit Strategies Income Fund
+0.02%
+$10.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.01%
+$175.62 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$211.65 
EVMO
0%
$0 
ORCL Oracle Corporation
-2.83%
-$13,747.2 
TSLA Tesla, Inc.
-2.54%
-$12,725.71 
GE General Electric Company
-2.5%
-$6,690.93 
AAPL Apple Inc.
-2.48%
-$160,293.37 
LLY Eli Lilly and Company
-2.33%
-$58,010.26 
HD The Home Depot, Inc.
-2.06%
-$11,260.89 
DE Deere & Company
-1.95%
-$331,740.65 
CAT Caterpillar Inc.
-1.88%
-$69,693.84 
WMT Walmart Inc.
-1.71%
-$34,117.2 
CSX CSX Corporation
-1.65%
-$30,391.49 
PEP PepsiCo, Inc.
-1.61%
-$3,456.44 
JNJ Johnson & Johnson
-1.55%
-$17,242.57 
WFC Wells Fargo & Company
-1.27%
-$12,236.64 
ED Consolidated Edison, Inc.
-1.24%
-$3,215.47 
PHO Invesco Water Resources ETF
-1.2%
-$6,369.42 
PAVE Global X U.S. Infrastructure Development ETF
-1.12%
-$5,026.14 
NEE NextEra Energy, Inc.
-1.09%
-$6,496.09 
PG Procter & Gamble Co
-0.98%
-$2,286.86 
VHT Vanguard Health Care ETF
-0.96%
-$10,916.99 
BAC Bank of America Corporation
-0.95%
-$4,317.89 
COST Costco Wholesale Corporation
-0.88%
-$2,803.3 
ROL Rollins, Inc.
-0.86%
-$3,537.3 
JPM JPMorgan Chase & Co.
-0.82%
-$5,342.85 
TRV The Travelers Companies, Inc.
-0.81%
-$3,448.17 
URA Global X Uranium ETF
-0.79%
-$1,435.63 
SOFI SoFi Technologies, Inc.
-0.78%
-$3,975.34 
DFIV Dimensional International Value ETF
-0.74%
-$7,146.3 
SO The Southern Company
-0.72%
-$2,842.11 
BBAI BigBear.ai Holdings Inc.
-0.7%
-$307 
DFAT Dimensional US Targeted Value ETF
-0.69%
-$8,218.28 
DFAI Dimensional International Core Equity Market ETF
-0.65%
-$47,815.92 
CNP CenterPoint Energy Inc.
-0.65%
-$1,346.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.64%
-$2,554.11 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$54,765.74 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$13,768.47 
DFIS Dimensional International Small Cap ETF
-0.61%
-$4,551.34 
IUSV iShares Core S&P U.S. Value ETF
-0.61%
-$2,080.12 
ABBV AbbVie Inc.
-0.58%
-$5,027.26 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$8,736.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$24,757.2 
FNDF Schwab Fundamental International Large Company Index ETF
-0.55%
-$27,916.56 
DUHP Dimensional US High Profitability ETF
-0.55%
-$5,080.73 
DFAR Dimensional US Real Estate ETF
-0.54%
-$1,868.62 
HWM Howmet Aerospace Inc.
-0.53%
-$4,164.21 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$6,913.2 
DFAS Dimensional U.S. Small Cap ETF
-0.52%
-$25,658.1 
DIHP Dimensional International High Profitability Portfolio
-0.49%
-$6,153.68 
SLB Schlumberger Limited
-0.48%
-$2,002.95 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.47%
-$1,203.7 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$28,642.72 
VOE Vanguard Mid-Cap Value ETF
-0.44%
-$1,450.7 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.43%
-$1,560.79 
IWD iShares Russell 1000 Value ETF
-0.43%
-$19,768.53 
VB Vanguard Small-Cap ETF
-0.39%
-$10,835.21 
MCD McDonald's Corporation
-0.38%
-$7,092.13 
VTV Vanguard Value ETF
-0.37%
-$107,831.25 
VYM Vanguard High Dividend Yield ETF
-0.35%
-$26,624.08 
SCHV Schwab U.S. Large-Cap Value ETF
-0.33%
-$1,109.43 
IWM iShares Russell 2000 ETF
-0.32%
-$17,075.68 
DNP DNP Select Income Fund Inc.
-0.32%
-$755.02 
DFCF Dimensional Core Fixed Income ETF
-0.3%
-$22,270.87 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.29%
-$2,967.64 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$13,307.91 
PRF Invesco FTSE RAFI US 1000 ETF
-0.28%
-$4,274.12 
FBND Fidelity Total Bond ETF
-0.28%
-$19,073.37 
IWO iShares Russell 2000 Growth ETF
-0.27%
-$927.62 
GLD SPDR Gold Shares
-0.24%
-$2,142.79 
IAU iShares Gold Trust
-0.23%
-$20,718.42 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.21%
-$7,855.36 
VO Vanguard Mid-Cap ETF
-0.21%
-$11,456.28 
DFUS Dimensional U.S. Equity Market ETF
-0.11%
-$1,089.36 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$1,703.52 
IVV iShares Core S&P 500 ETF
-0.1%
-$759.15 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$7,493.14 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.06%
-$196.94 
EVSD Eaton Vance Short Duration Income Fund
-0.06%
-$3,883.05 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$1,647.67 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.03%
-$875.94 
VBK Vanguard Small-Cap Growth ETF
-0.03%
-$119.51 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-0.02%
-$84.64 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$795.91 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$51.18 Events
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Dividends
Dividend Analysis
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| Trades 1407 | Longs Won 997/1407 70% | Profit Factor 19.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $374,982.96 |
| Average Win $91,789.02 | Best Trade (Jul 23) $10.66M | Sharpe Ratio -12.02 |
| Average Loss -$11,394.54 | Worst Trade (Sep 30) -$491,066.56 | Z-Score 21.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4w | Expectancy $61,721.32 |
| 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 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Brian Ramsay?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $1.96M, Vanguard Growth ETF - $1.33M, Vanguard Dividend Appreciation ETF - $928,330.86, Deere & Company - $924,445.05, and Dimensional Core Fixed Income ETF - $822,162.86. 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: ISHARES S&P 500 GROWTH ETF (3IS8) - $235,261.47, Vanguard Intermediate-Term Corporate Bond Fund - $147,209.85, NVIDIA Corporation - $120,760.38, Prologis Inc - $106,599.25, and Vanguard International Dividend Appreciation Index Fund - $90,825.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Ramsay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.5M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.91M, Dimensional Core Fixed Income ETF - $823,039.78, Vanguard Dividend Appreciation ETF - $718,320.97, Deere & Company - $650,669.73, and JPMorgan Equity Premium Income Fund - $635,573.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Ramsay's monthly returns?
Brian Ramsay's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Brian Ramsay's strategy be considered aggressive or moderate?
Brian Ramsay's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Brian Ramsay's strategy?
Brian Ramsay'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.
