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Gary Scheier Portfolio
Invests via Oberndorf William E | Managed by William E. Oberndorf
Invests via Oberndorf William E
Managed by William E. Oberndorf
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Gary Scheier Profile
Gary Scheier stands out as a seasoned investment professional with extensive experience in private equity and venture capital. His strategic insights have driven growth at various companies, leveraging his ability to identify unique market opportunities. Over the years, he has demonstrated an exceptional capacity for nurturing startups into thriving businesses, drawing on a robust network within entrepreneurial ecosystems. Known for fostering relationships across multiple sectors, he has become integral to initiatives focused on innovation and scaling operations. Gary's involvement not only enhances portfolio performance but also enriches the broader business landscape through active collaboration with other leaders.
Gary Scheier stands out as a seasoned investment professional with extensive experience in private equity and venture capital. His strategic insights have driven growth at various companies, leveraging his ability to identify unique market opportunities. Over the years, he has demonstrated an exceptional capacity for nurturing startups into thriving businesses, drawing on a robust network within entrepreneurial ecosystems. Known for fostering relationships across multiple sectors, he has become integral to initiatives focused on innovation and scaling operations. Gary's involvement not only enhances portfolio performance but also enriches the broader business landscape through active collaboration with other leaders.
Investment Philosophy & Strategy
Opportunity identification remains a cornerstone of investment strategy. With a deep understanding of market dynamics, Gary Scheier leverages his entrepreneurial mindset to uncover paths for value creation. His focus on cultivating innovative startups drives capital allocation toward sectors poised for disruption. As an advocate for collaborative growth, he emphasizes strategic partnerships that enhance operational effectiveness and scalability. By nurturing fledgling enterprises, the approach fosters not just individual success but contributes to a vibrant ecosystem conducive to future advancements.
Opportunity identification remains a cornerstone of investment strategy. With a deep understanding of market dynamics, Gary Scheier leverages his entrepreneurial mindset to uncover paths for value creation. His focus on cultivating innovative startups drives capital allocation toward sectors poised for disruption. As an advocate for collaborative growth, he emphasizes strategic partnerships that enhance operational effectiveness and scalability. By nurturing fledgling enterprises, the approach fosters not just individual success but contributes to a vibrant ecosystem conducive to future 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:
59.18%
Gain +1.35%
Monthly
1.72%
Yearly
22.66%
Drawdown
70.23%
$64.95M
Equity
Holdings
$64.95M
Investment
$53.65M
$185.4M
Profit +$870,308.48
Realized
$174.1M
Unrealized
$11.3M
Dividends
$915,891.19
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.35%
Profit
$870,308.48
Win %
80%
This Week
Compared To Last Week
Gain
1.15%
Profit
$738,951.81
Win %
80%
This Month
Compared to last month
Gain
7.63%
Profit
$4.6M
Win %
80%
This Year
Compared to last year
Gain
17.94%
Profit
$9.88M
Win %
56%
ADSK Autodesk, Inc.
+4.33%
+$44,294.25 
GWRE GUIDEWIRE SOFTWARE INC
+2.29%
+$272,148.66 
UNH UnitedHealth Group Incorporated
+2.18%
+$306,466.86 
MNDY monday.com Ltd.
+1.77%
+$56,960.95 
VEEV Veeva Systems Inc.
+1.75%
+$235,246.68 
PHYS Sprott Physical Gold Trust
+1.39%
+$96,508.77 
GOOG Alphabet Inc
+0.19%
+$8,203.88 
AMZN Amazon.com Inc
-1.55%
-$141,601.9 Events
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Dividends
Dividend Analysis
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| Trades 166 | Longs Won 112/166 67% | Profit Factor 3.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.19M |
| Average Win $2.36M | Best Trade (Mar 31) $53.07M | Sharpe Ratio -16.63 |
| Average Loss -$1.45M | Worst Trade (Jun 30) -$43.3M | Z-Score -0.95 (65.94%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 3d | Expectancy $1.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.03% | 0.3% | 1.31% | 3.69% | 8.24% | 15.88% | 27.67% | 44.77% | 68.42% |
| Consecutive Losing Trades | 45 | 40 | 36 | 31 | 27 | 22 | 18 | 13 | 9 | 4 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADSK Autodesk, Inc. | 4,425 | $1.37M | $1.07M | - | -$302,758.5 | -22.1% | +4.331% |
| AMZN Amazon.com Inc | 36,031 | $6.39M | $9.01M | - | $2.62M | 41.07% | -1.547% |
| GOOG Alphabet Inc | 12,719 | $4.49M | $4.38M | - | -$114,916.04 | -2.56% | +0.188% |
| GWRE GUIDEWIRE SOFTWARE INC | 71,997 | $10.5M | $12.14M | - | $1.64M | 15.64% | +2.294% |
| MNDY monday.com Ltd. | 36,749 | $2.7M | $3.27M | - | $566,669.58 | 20.95% | +1.772% |
| PHYS Sprott Physical Gold Trust | 224,439 | $7.29M | $7.05M | - | -$246,046.77 | -3.37% | +1.389% |
| UNH UnitedHealth Group Incorporated | 35,553 | $12.28M | $14.37M | - | $2.1M | 17.07% | +2.179% |
| VEEV Veeva Systems Inc. | 45,153 | $8.63M | $13.66M | - | $5.03M | 58.3% | +1.752% |
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FAQ
Which stocks have generated the highest profits for Gary Scheier?
The largest contributions to the portfolio's profits come from the following stocks: Appfolio Inc - $128.62M, Workiva Inc - $43.22M, Twilio Inc - $24.27M, Amazon.com Inc - $9.8M, and Datadog, Inc. Class A Common Stock - $7.88M. 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: Vimeo, Inc - $43.65M, People Incorporated - $7.06M, monday.com Ltd - $6.79M, Liberty Global plc - $4.92M, and Autodesk, Inc - $2.51M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gary Scheier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $915,891.19 earned over time. The largest contributors to dividend income include TransDigm Group Inc - $580,215.5, UnitedHealth Group Incorporated - $322,110.18, and Alphabet Inc - $13,565.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gary Scheier's monthly returns?
Gary Scheier'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 Gary Scheier's strategy be considered aggressive or moderate?
Gary Scheier'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 Gary Scheier's strategy?
Gary Scheier's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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