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:
8.25%
Gain +0.68%
Monthly
0.57%
Yearly
7.1%
Drawdown
7.82%
$252.59M
Equity
Holdings
$252.59M
Investment
$233.44M
$19.27M
Profit +$1.69M
Realized
$116,123.07
Unrealized
$19.15M
Dividends
$4.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.68%
Profit
$1.69M
Win %
66%
This Week
Compared To Last Week
Gain
0.67%
Profit
$1.68M
Win %
66%
This Month
Compared to last month
Gain
2.56%
Profit
$6.3M
Win %
66%
This Year
Compared to last year
Gain
9.53%
Profit
$21.97M
Win %
66%
WIT Wipro Limited American Depositary Receipt
+1.54%
+$350.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$22,661.9 
VUG Vanguard Growth ETF
+1.1%
+$133,758.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$61,038.32 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$207.08 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$32,558.85 
CGGR Capital Group Growth ETF
+0.65%
+$70,358.06 
JGRO JPMorgan Active Growth ETF
+0.61%
+$22,930.32 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$24,685.69 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$4,089.01 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$4,889.92 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.35%
+$4,164.51 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$15,183.72 
SPWO SP Funds S&P World (ex-US) ETF
+0.31%
+$17,389.77 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$8,084.18 
HLAL Wahed FTSE USA Shariah ETF
+0.12%
+$4,786 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$6,614.28 
FLHY Franklin High Yield Corporate Bond Fund
+0.06%
+$2,342.85 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,383.84 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.03%
+$1,098.24 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$30,502.88 
ETHV VanEck Ethereum ETF
-2.95%
-$6,982.79 
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$6,982.29 
SOLZ Solana ETF
-2.28%
-$2,457.52 
UPS United Parcel Service, Inc.
-1%
-$3,661.35 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$65,166.42 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$34,028.19 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$16,051.84 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$4,066.92 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$21,231.78 
DFIS Dimensional International Small Cap ETF
-0.53%
-$2,853.42 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$2,413.88 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$2,823.39 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$19,254.71 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$7,416 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.28%
-$3,988.92 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$8,676.61 
VTV Vanguard Value ETF
-0.27%
-$6,200.79 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$40,247.55 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$666.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$35,048.25 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.25%
-$3,274.59 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$11,783.95 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$7,692.8 
BNDX Vanguard Total International Bond ETF
-0.23%
-$19,120.75 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$14,709.15 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$558.64 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$13,044.4 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.21%
-$8,069.88 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$861.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$23,126.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$7,410.72 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$788.76 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$4,816.35 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$27,927.62 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$695.1 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$7,607.12 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,717.98 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,014 
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.12%
-$2,666.32 
GRNB VanEck Green Bond ETF
-0.1%
-$6,071.98 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$367.04 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$148.5 Events
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Dividends
Dividend Analysis
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| Trades 192 | Longs Won 144/192 75% | Profit Factor 18.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $336,363.47 |
| Average Win $217,903.77 | Best Trade (Aug 13) $2.5M | Sharpe Ratio -9.77 |
| Average Loss -$34,568.42 | Worst Trade (Aug 02) -$351,865.98 | Z-Score 3.38 (99.93%) |
| Commissions $0 | Avg. Trade Length 4m 3w 6d | Expectancy $100,343.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,244 | $338,025.54 | $384,284.04 | - | $46,258.5 | 13.68% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 140,193 | $14M | $13.65M | - | -$351,865.98 | -2.51% | -0.256% |
| ARKB Ark 21Shares Bitcoin ETF | 11,083 | $249,266 | $231,080.55 | - | -$18,185.45 | -7.3% | -2.933% |
| AVEM Avantis Emerging Markets Equity ETF | 73,492 | $5.66M | $6.58M | - | $917,933.93 | 16.22% | +0.101% |
| AVUV Avantis U.S. Small Cap Value ETF | 34,596 | $3.53M | $4.33M | - | $803,350.19 | 22.75% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 154,175 | $12M | $11.65M | - | -$353,644.04 | -2.95% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 3,507 | $259,620.62 | $253,310.61 | - | -$6,310.01 | -2.43% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 173,825 | $8.4M | $8.3M | - | -$95,627.44 | -1.14% | -0.23% |
| BWX SPDR Bloomberg International Treasury Bond ETF | 294,183 | $6.62M | $6.39M | - | -$229,806.48 | -3.47% | -0.23% |
| CGGR Capital Group Growth ETF | 242,614 | $10.77M | $10.88M | - | $113,218.68 | 1.05% | +0.651% |
| CIG Companhia Energética de Minas Gerais S.A. ADR | 10,354 | $20,981.17 | $22,675.26 | - | $1,694.09 | 8.07% | +0.922% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 30,562 | $1.21M | $1.36M | - | $149,737.01 | 12.38% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 24,053 | $783,394.35 | $902,468.56 | - | $119,074.21 | 15.2% | +0.455% |
| DFAT Dimensional US Targeted Value ETF | 15,618 | $929,894.49 | $1.1M | - | $174,766.65 | 18.79% | -0.155% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 6,983 | $228,565.51 | $254,949.33 | - | $26,383.82 | 11.54% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 61,800 | $2.63M | $2.56M | - | -$64,793.45 | -2.46% | -0.288% |
| DFIC Dimensional International Core Equity Market ETF | 18,486 | $637,012.18 | $704,131.74 | - | $67,119.56 | 10.54% | -0.574% |
| DFIS Dimensional International Small Cap ETF | 15,018 | $494,704.48 | $538,620.57 | - | $43,916.09 | 8.88% | -0.527% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 4,950 | $237,347.64 | $234,184.5 | - | -$3,163.14 | -1.33% | -0.063% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 67,228 | $3.85M | $4.09M | - | $246,065.3 | 6.39% | 0.0 |
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FAQ
Which stocks have generated the highest profits for William P. Ratcliff?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $1.14M, SPDR Portfolio S&P 500 Value ETF - $997,515.52, Schwab U.S. Large-Cap Value ETF - $913,435.71, Capital Group Growth ETF - $795,494.06, and Avantis Emerging Markets Equity ETF - $637,319.98. 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: United Parcel Service, Inc - $33,730.75 and SPDR Bloomberg International Treasury Bond ETF - $8,563.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William P. Ratcliff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.29M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $452,774.65, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $398,447.07, VanEck J.P. Morgan EM Local Currency Bond ETF - $246,748.41, SPDR Bloomberg Emerging Markets Local Bond ETF - $239,641.94, and Xtrackers USD High Yield Corporate Bond ETF - $228,609.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William P. Ratcliff's monthly returns?
William P. Ratcliff's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can William P. Ratcliff's strategy be considered aggressive or moderate?
William P. Ratcliff's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow William P. Ratcliff's strategy?
William P. Ratcliff's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
