Kate Ring Portfolio
Invests via Stash Investments, LLC | Managed by Kate Ring
Invests via Stash Investments, LLC
Managed by Kate Ring
Automatically Tracked
Kate Ring Profile
Seasoned investor and operator focused on early-stage healthcare and life-science companies, with experience sourcing and scaling clinical-stage ventures and platform technologies. Kate Ring is known for advising founders on go-to-market strategy, fundraising and regulatory pathways while working with venture firms and corporate partners. Complemented by an academic grounding in science and business, brings a market-oriented lens to diligence, portfolio development and board-level oversight.
Seasoned investor and operator focused on early-stage healthcare and life-science companies, with experience sourcing and scaling clinical-stage ventures and platform technologies. Kate Ring is known for advising founders on go-to-market strategy, fundraising and regulatory pathways while working with venture firms and corporate partners. Complemented by an academic grounding in science and business, brings a market-oriented lens to diligence, portfolio development and board-level oversight.
Investment Philosophy & Strategy
Combines science-led diligence with operator instincts to back early-stage healthcare and life‑science companies, prioritizing clinical-stage and platform technologies with clear regulatory and commercial pathways. Allocates capital on milestone-driven tranches, favoring patient, multi-year horizons where clinical validation and partnership catalysts derisk outcomes. Emphasizes active board-level engagement, founder coaching on go‑to‑market and fundraising, and leveraging corporate and academic networks to accelerate translational assets. Investment decisions blend quantitative clinical metrics with market segmentation and reimbursement analysis to balance high upside against clinical and regulatory risk.
Combines science-led diligence with operator instincts to back early-stage healthcare and life‑science companies, prioritizing clinical-stage and platform technologies with clear regulatory and commercial pathways. Allocates capital on milestone-driven tranches, favoring patient, multi-year horizons where clinical validation and partnership catalysts derisk outcomes. Emphasizes active board-level engagement, founder coaching on go‑to‑market and fundraising, and leveraging corporate and academic networks to accelerate translational assets. Investment decisions blend quantitative clinical metrics with market segmentation and reimbursement analysis to balance high upside against clinical and regulatory risk.
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:
44.49%
Gain +0.37%
Monthly
1.11%
Yearly
14.24%
Drawdown
14.06%
$312.45M
Equity
Holdings
$312.45M
Investment
$257.13M
$55.35M
Profit +$648,634.93
Realized
$23,224.6
Unrealized
$55.32M
Dividends
$14.93M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$648,634.93
Win %
59%
This Week
Compared To Last Week
Gain
0.63%
Profit
$1.96M
Win %
59%
This Month
Compared to last month
Gain
1.01%
Profit
$3.12M
Win %
59%
This Year
Compared to last year
Gain
0.71%
Profit
$2.21M
Win %
59%
NVDA NVIDIA Corporation
+1.16%
+$3,164.1 
IJH iShares Core S&P Mid-Cap ETF
+1.03%
+$2,088.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.25%
+$308,782.58 
IVV iShares Core S&P 500 ETF
+0.22%
+$8,477.28 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$256.58 
IEFA iShares Core MSCI EAFE ETF
-0.95%
-$500,518.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.59%
-$9,607.25 
IXUS iShares Core International Stock ETF
-0.56%
-$8,569.57 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,411.84 
VWO Vanguard FTSE Emerging Markets ETF
-0.48%
-$94,133.51 
TFLO iShares Treasury Floating Rate Bond ETF
-0.32%
-$161,847.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.24%
-$1,659.27 
IUSB iShares Core Universal USD Bond ETF
-0.17%
-$83,112.23 
BNDX Vanguard Total International Bond ETF
-0.15%
-$723.45 
MBB iShares MBS ETF
-0.11%
-$538.75 
AOA iShares Core Aggressive Allocation ETF
-0.05%
-$481.75 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.03%
-$237.31 Events
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Dividends
Dividend Analysis
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| Trades 67 | Longs Won 40/67 59% | Profit Factor 21.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.8M |
| Average Win $1.45M | Best Trade (Oct 07) $29.98M | Sharpe Ratio -22.47 |
| Average Loss -$97,981.1 | Worst Trade (Oct 07) -$1.04M | Z-Score 1.86 (93.7%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $826,077.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 2.39% |
| Consecutive Losing Trades | 3,185 | 2,866 | 2,548 | 2,229 | 1,911 | 1,592 | 1,274 | 955 | 637 | 318 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AOA iShares Core Aggressive Allocation ETF | 9,635 | $940,376 | $936,714.7 | - | -$3,661.3 | -0.39% | -0.051% |
| BNDX Vanguard Total International Bond ETF | 10,335 | $500,524 | $483,678 | - | -$16,846 | -3.37% | -0.149% |
| IEFA iShares Core MSCI EAFE ETF | 544,042 | $40.58M | $52.21M | - | $11.63M | 28.66% | -0.95% |
| IJH iShares Core S&P Mid-Cap ETF | 2,822 | $217,604 | $205,131.18 | - | -$12,472.82 | -5.73% | +1.028% |
| IUSB iShares Core Universal USD Bond ETF | 1.11M | $51.06M | $48.78M | - | -$2.29M | -4.48% | -0.17% |
| IVV iShares Core S&P 500 ETF | 5,046 | $3.78M | $3.87M | - | $94,057.38 | 2.49% | +0.219% |
| IXUS iShares Core International Stock ETF | 16,169 | $1.54M | $1.53M | - | -$15,845.26 | -1.03% | -0.558% |
| MBB iShares MBS ETF | 5,671 | $536,023 | $507,696.27 | - | -$28,326.73 | -5.28% | -0.106% |
| NVDA NVIDIA Corporation | 1,194 | $238,907 | $275,849.82 | - | $36,942.82 | 15.46% | +1.16% |
| SCHP Schwab U.S. TIPS ETF | 12,829 | $339,969 | $322,649.35 | - | -$17,319.65 | -5.09% | +0.08% |
| TFLO iShares Treasury Floating Rate Bond ETF | 1.01M | $51.13M | $51.09M | - | -$35,102.72 | -0.07% | -0.316% |
| VCIT Vanguard Intermediate-Term Corporate Bond Fund | 8,969 | $741,288 | $700,703.12 | - | -$40,584.88 | -5.47% | -0.236% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 23,150 | $1.65M | $1.63M | - | -$24,423.75 | -1.48% | -0.588% |
| VGIT Vanguard Intermediate-Term Treasury Fund | 15,821 | $933,123 | $896,180.54 | - | -$36,942.46 | -3.96% | -0.026% |
| VNQ Vanguard Real Estate ETF | 7,108 | $685,424 | $633,678.2 | - | -$51,745.8 | -7.55% | -0.536% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 333,819 | $87.57M | $125.24M | - | $37.67M | 43.02% | +0.247% |
| VWO Vanguard FTSE Emerging Markets ETF | 330,293 | $14.69M | $19.5M | - | $4.81M | 32.71% | -0.481% |
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FAQ
Which stocks have generated the highest profits for Kate Ring?
The largest contributions to the portfolio's profits come from the following stocks: iShares Treasury Floating Rate Bond ETF - $4.19M, iShares Core Universal USD Bond ETF - $3.93M, iShares Core MSCI EAFE ETF - $3.17M, VANGUARD TOTAL STOCK MKT ETF - $2.78M, and Vanguard FTSE Emerging Markets ETF - $804,123.77. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kate Ring's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.93M earned over time. The largest contributors to dividend income include iShares Treasury Floating Rate Bond ETF - $4.19M, iShares Core Universal USD Bond ETF - $3.93M, iShares Core MSCI EAFE ETF - $3.15M, VANGUARD TOTAL STOCK MKT ETF - $2.78M, and Vanguard FTSE Emerging Markets ETF - $804,123.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kate Ring's monthly returns?
Kate Ring's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kate Ring's strategy be considered aggressive or moderate?
Kate Ring'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 Kate Ring's strategy?
Kate Ring's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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