William P. Ratcliff Portfolio
Invests via Rebel Financial LLC | Managed by William P. Ratcliff
Invests via Rebel Financial LLC
Managed by William P. Ratcliff
Automatically Tracked
Seasoned investor and operator with experience in private equity, real estate and corporate governance. William P. Ratcliff is known for leading direct investments and operational turnarounds, serving on boards and directing capital allocation across growth and value strategies. He focuses on sourcing mid-market opportunities and driving governance discipline to enhance returns.
Seasoned investor and operator with experience in private equity, real estate and corporate governance. William P. Ratcliff is known for leading direct investments and operational turnarounds, serving on boards and directing capital allocation across growth and value strategies. He focuses on sourcing mid-market opportunities and driving governance discipline to enhance returns.
Investment Philosophy & Strategy
Focuses on hands‑on private equity and real estate investing in the mid‑market, marrying operational turnarounds with disciplined capital allocation. Prefers concentrated, control‑oriented positions where governance improvements and management alignment can unlock value. Combines value and selective growth lenses, prioritizing sectors with tangible cash flows—industrial, real estate and services—while opportunistically pursuing distressed situations. Employs a multi‑year horizon, active board oversight, and conservative leverage thresholds; underwriting centers on cash generation, margin restoration and capital structure optimization to drive asymmetric returns.
Focuses on hands‑on private equity and real estate investing in the mid‑market, marrying operational turnarounds with disciplined capital allocation. Prefers concentrated, control‑oriented positions where governance improvements and management alignment can unlock value. Combines value and selective growth lenses, prioritizing sectors with tangible cash flows—industrial, real estate and services—while opportunistically pursuing distressed situations. Employs a multi‑year horizon, active board oversight, and conservative leverage thresholds; underwriting centers on cash generation, margin restoration and capital structure optimization to drive asymmetric returns.
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:
0.03%
Gain
Monthly
0%
Yearly
0.03%
Drawdown
7.85%
$246.75M
Equity
Holdings
$246.75M
Investment
$233.44M
$13.38M
Profit -$1.13M
Realized
$66,431.86
Unrealized
$13.31M
Dividends
$3.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.13M
Win %
61%
This Week
Compared To Last Week
Gain
-1.66%
Profit
-$4.18M
Win %
61%
This Month
Compared to last month
Gain
-1.46%
Profit
-$3.64M
Win %
61%
This Year
Compared to last year
Gain
7%
Profit
$16.13M
Win %
64%
CIG Companhia Energética de Minas Gerais S.A. ADR
+1.17%
+$258.85 
ISCV iShares Morningstar Small-Cap Value ETF
+0.49%
+$2,539.79 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.13%
+$891.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$15,407.21 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$263.02 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$430.87 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$11,563.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$633.75 
VTV Vanguard Value ETF
+0.09%
+$2,102 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.08%
+$3,294.72 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.07%
+$4,565.54 
DFCF Dimensional Core Fixed Income ETF
+0.05%
+$1,236 
FLHY Franklin High Yield Corporate Bond Fund
+0.04%
+$1,561.9 
GRNB VanEck Green Bond ETF
+0.04%
+$2,113.05 
EWX SPDR S&P Emerging Markets Small Cap ETF
-2.37%
-$101,175.2 
ETHV VanEck Ethereum ETF
-2.14%
-$4,921.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$106,817.06 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.35%
-$57,143.8 
SOLZ Solana ETF
-1.32%
-$1,445.6 
ARKB Ark 21Shares Bitcoin ETF
-1.24%
-$2,936.99 
VUG Vanguard Growth ETF
-1.16%
-$144,545.13 
CGGR Capital Group Growth ETF
-1.14%
-$127,372.35 
SPWO SP Funds S&P World (ex-US) ETF
-1.06%
-$59,124.64 
DFAE Dimensional Emerging Core Equity Market ETF
-1.01%
-$9,260.41 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.01%
-$38,172.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.91%
-$14,519.9 
HLAL Wahed FTSE USA Shariah ETF
-0.76%
-$32,305.5 
DFAT Dimensional US Targeted Value ETF
-0.74%
-$8,199.45 
AVEM Avantis Emerging Markets Equity ETF
-0.72%
-$48,137.26 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.72%
-$8,719.38 
DFIS Dimensional International Small Cap ETF
-0.7%
-$3,754.5 
ESGE iShares ESG Aware MSCI EM ETF
-0.68%
-$24,245.9 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.68%
-$25,890.87 
AVUV Avantis U.S. Small Cap Value ETF
-0.67%
-$29,406.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.66%
-$1,675.92 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.62%
-$23,467.28 
JGRO JPMorgan Active Growth ETF
-0.57%
-$21,701.91 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.55%
-$7,487.69 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.46%
-$2,018.72 
AAPL Apple Inc.
-0.46%
-$1,890.89 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.44%
-$39,001.11 
UPS United Parcel Service, Inc.
-0.4%
-$1,638.89 
DFIC Dimensional International Core Equity Market ETF
-0.39%
-$2,680.47 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.38%
-$1,668.24 
VBK Vanguard Small-Cap Growth ETF
-0.38%
-$12,354.7 
VOT Vanguard Mid-Cap Growth ETF
-0.38%
-$14,538.49 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.37%
-$9,656.18 
IWP iShares Russell Mid-Cap Growth ETF
-0.36%
-$22,098.8 
NULV Nuveen ESG Large-Cap Value ETF
-0.36%
-$16,523.46 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.34%
-$16,068.91 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.33%
-$16,165.13 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.31%
-$9,097.55 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.31%
-$15,319.14 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.29%
-$50,270.22 
WIT Wipro Limited American Depositary Receipt
-0.27%
-$58.42 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.25%
-$3,274.59 
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.19%
-$4,266.12 
IMCV iShares Morningstar Mid-Cap ETF
-0.13%
-$534.6 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.12%
-$7,354.57 
VOE Vanguard Mid-Cap Value ETF
-0.12%
-$3,766.34 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.07%
-$2,928.45 
BNDX Vanguard Total International Bond ETF
-0.06%
-$5,214.75 
SCHV Schwab U.S. Large-Cap Value ETF
-0.04%
-$6,707.93 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.02%
-$332.41 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$24.75 Events
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Dividends
Dividend Analysis
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| Trades 192 | Longs Won 80/192 41% | Profit Factor 9.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,609.73 |
| Average Win $187,786.46 | Best Trade (Jul 10) $2.11M | Sharpe Ratio -17.22 |
| Average Loss -$14,691.17 | Worst Trade (Jul 10) -$287,937.49 | Z-Score -3.4 (100%) |
| Commissions $0 | Avg. Trade Length 4m 1w | Expectancy $69,674.51 |
| 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 | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
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Returns
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