Rosemarie Ranzie Portfolio
Invests via Stage Harbor Financial LLC | Managed by Matthew D. Biggar, William F. LeFavor, Andre M. Fernandes
Invests via Stage Harbor Financial LLC
Managed by Matthew D. Biggar, William F. LeFavor, Andre M. Fernandes
Automatically Tracked
Rosemarie Ranzie Profile
With a dynamic career as an entrepreneur, Rosemarie Ranzie has established herself in various sectors including technology and hospitality. Her leadership experience encompasses founding startups that leverage innovative solutions to meet market demands. Recognized for her ability to identify opportunities for growth, she brings substantial expertise in navigating complex business environments. In addition to her entrepreneurial pursuits, she actively engages with investment communities, sharing insights into emerging trends and potential ventures. This dual role not only showcases her versatility but also highlights the relevance of her contributions in fostering new ideas within competitive markets.
With a dynamic career as an entrepreneur, Rosemarie Ranzie has established herself in various sectors including technology and hospitality. Her leadership experience encompasses founding startups that leverage innovative solutions to meet market demands. Recognized for her ability to identify opportunities for growth, she brings substantial expertise in navigating complex business environments. In addition to her entrepreneurial pursuits, she actively engages with investment communities, sharing insights into emerging trends and potential ventures. This dual role not only showcases her versatility but also highlights the relevance of her contributions in fostering new ideas within competitive markets.
Investment Philosophy & Strategy
Emphasizing an entrepreneurial lens, Rosemarie Ranzie's investment approach is driven by her robust experience in the technology and hospitality sectors. Her ability to spot growth opportunities informs her capital allocation strategy, favoring ventures that harness innovation to solve real-world challenges. Drawing on a rich background of founding startups, she possesses keen insights into market dynamics and competitive positioning. Engagement with investment communities further enhances her strategic thinking, allowing for informed decisions rooted in emerging trends. Through a blend of operational expertise and visionary foresight, her investments prioritize not just immediate returns but also long-term scalability.
Emphasizing an entrepreneurial lens, Rosemarie Ranzie's investment approach is driven by her robust experience in the technology and hospitality sectors. Her ability to spot growth opportunities informs her capital allocation strategy, favoring ventures that harness innovation to solve real-world challenges. Drawing on a rich background of founding startups, she possesses keen insights into market dynamics and competitive positioning. Engagement with investment communities further enhances her strategic thinking, allowing for informed decisions rooted in emerging trends. Through a blend of operational expertise and visionary foresight, her investments prioritize not just immediate returns but also long-term scalability.
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:
45.91%
Gain +0.74%
Monthly
1.22%
Yearly
15.62%
Drawdown
15.22%
$177.86M
Equity
Holdings
$177.86M
Investment
$140.96M
$45.42M
Profit +$986,096.41
Realized
$3.96M
Unrealized
$41.46M
Dividends
$6.15M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$986,096.41
Win %
86%
This Week
Compared To Last Week
Gain
2.52%
Profit
$4.36M
Win %
86%
This Month
Compared to last month
Gain
2.52%
Profit
$4.36M
Win %
86%
This Year
Compared to last year
Gain
2.76%
Profit
$4.77M
Win %
85%
TSLA Tesla, Inc.
+2.83%
+$9,091.21 
IWP iShares Russell Mid-Cap Growth ETF
+2.4%
+$29,561.66 
NVDA NVIDIA Corporation
+2.28%
+$26,097.65 
AVGO Broadcom Inc.
+1.65%
+$4,291.22 
VGT Vanguard Information Technology ETF
+1.51%
+$4,344 
EFG iShares MSCI EAFE Growth ETF
+1.47%
+$22,100.91 
VOT Vanguard Mid-Cap Growth ETF
+1.38%
+$4,222.4 
IVOO Vanguard S&P Mid-Cap 400 ETF
+1.37%
+$4,432.2 
VB Vanguard Small-Cap ETF
+1.32%
+$82,110.62 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$3,435.8 
EFA iShares MSCI EAFE ETF
+1.11%
+$10,551.73 
IWM iShares Russell 2000 ETF
+1.09%
+$12,639.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$7,275.84 
SCHF Schwab International Equity ETF
+1.04%
+$2,491.97 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1%
+$67,867.8 
FNDF Schwab Fundamental International Large Company Index ETF
+0.97%
+$21,587.96 
BA Boeing Company
+0.95%
+$2,752.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.93%
+$4,138.05 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$3,533.95 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$59,673.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$2,961.4 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.86%
+$2,244.45 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$3,293.06 
AMZN Amazon.com Inc
+0.8%
+$5,231.98 
VUG Vanguard Growth ETF
+0.8%
+$202,030.5 
EFV iShares MSCI EAFE Value ETF
+0.76%
+$57,415.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$9,690.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$1,978.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$5,207.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$1,454.52 
DFIV Dimensional International Value ETF
+0.61%
+$9,069.9 
IVV iShares Core S&P 500 ETF
+0.6%
+$33,495.94 
MGC Vanguard Mega Cap ETF
+0.6%
+$2,663.44 
VOO Vanguard S&P 500 ETF
+0.59%
+$8,996.31 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$3,187.44 
NFLX Netflix, Inc.
+0.58%
+$1,283.55 
IWD iShares Russell 1000 Value ETF
+0.57%
+$18,874.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$4,418.4 
NBSM Neuberger Berman Small-Mid Cap ETF
+0.53%
+$39,059.78 
DXUV Dimensional US Vector Equity ETF
+0.52%
+$33,360.41 
IVE ISHARES S&P 500 VALUE ETF
+0.5%
+$2,662.9 
PRF Invesco FTSE RAFI US 1000 ETF
+0.47%
+$3,079.96 
VTV Vanguard Value ETF
+0.43%
+$15,587.51 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$23,221.77 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$3,220 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$1,628.38 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$105,595.95 
META Meta Platforms Inc Class A
+0.33%
+$1,353.89 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$1,280.16 
AAPL Apple Inc.
+0.28%
+$1,551.25 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$15,815.94 
MUB iShares National Muni Bond ETF
+0.27%
+$42,271.2 
EVTR Eaton Vance Total Return Fund
+0.23%
+$14,314.51 
VOE Vanguard Mid-Cap Value ETF
+0.23%
+$9,551.81 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$1,161.82 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$4,074.75 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.1%
+$792.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$132.9 
MSFT Microsoft Corp.
+0.01%
+$45.93 
Events
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Dividends
Dividend Analysis
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| Trades 446 | Longs Won 355/446 79% | Profit Factor 31.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $492,558.11 |
| Average Win $132,077.93 | Best Trade (Aug 08) $7.87M | Sharpe Ratio -8.58 |
| Average Loss -$16,116.39 | Worst Trade (Aug 08) -$365,582.34 | Z-Score 11.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $101,840.97 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
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FAQ
Which stocks have generated the highest profits for Rosemarie Ranzie?
The largest contributions to the portfolio's profits come from the following stocks: iShares National Muni Bond ETF - $1.32M, Vanguard S&P 500 ETF - $911,579.01, iShares MSCI EAFE Value ETF - $763,173.7, iShares Russell 1000 Growth ETF - $748,289.59, and Schwab Fundamental U.S. Large Company Index ETF - $738,126.67. 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: American Tower Corporation - $81,719.8, Oracle Corporation - $46,219.2, Exxon Mobil Corporation - $38,037, Danaher Corporation - $31,760.12, and Salesforce Inc - $30,062.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rosemarie Ranzie's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.15M earned over time. The largest contributors to dividend income include iShares National Muni Bond ETF - $1.41M, iShares MSCI EAFE Value ETF - $690,907.25, Dimensional US Large Cap Value ETF - $640,716.64, Vanguard Tax-Exempt Bond ETF - $483,226.19, and ISHARES MSCI ACWI EX U.S. ETF - $377,477.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rosemarie Ranzie's monthly returns?
Rosemarie Ranzie'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 Rosemarie Ranzie's strategy be considered aggressive or moderate?
Rosemarie Ranzie's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Rosemarie Ranzie's strategy?
Rosemarie Ranzie'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.
