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:
42.62%
Gain +0.12%
Monthly
1.08%
Yearly
13.72%
Drawdown
15.22%
$174.76M
Equity
Holdings
$174.76M
Investment
$136.4M
$42.32M
Profit +$159,998.57
Realized
$3.96M
Unrealized
$38.35M
Dividends
$6.57M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$159,998.57
Win %
81%
This Week
Compared To Last Week
Gain
0.09%
Profit
$159,998.57
Win %
81%
This Month
Compared to last month
Gain
-0.83%
Profit
-$1.47M
Win %
81%
This Year
Compared to last year
Gain
0.96%
Profit
$1.66M
Win %
80%
TSLA Tesla, Inc.
+5.09%
+$18,112.17 
AVGO Broadcom Inc.
+3.24%
+$6,867.2 
CAT Caterpillar Inc.
+2.75%
+$4,343.34 
NVDA NVIDIA Corporation
+2.47%
+$29,863.3 
GOOG Alphabet Inc
+1.96%
+$10,873.02 
GOOGL Alphabet Inc
+1.85%
+$7,011.87 
EFG iShares MSCI EAFE Growth ETF
+1.7%
+$24,516.31 
IWF iShares Russell 1000 Growth ETF
+1.47%
+$98,568 
VGT Vanguard Information Technology ETF
+1.46%
+$4,453.18 
IWM iShares Russell 2000 ETF
+1.4%
+$15,206.03 
DFAE Dimensional Emerging Core Equity Market ETF
+1.4%
+$5,553.35 
IWP iShares Russell Mid-Cap Growth ETF
+1.37%
+$16,773.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.34%
+$3,896.4 
VOT Vanguard Mid-Cap Growth ETF
+1.34%
+$3,999.1 
VUG Vanguard Growth ETF
+1.33%
+$341,460 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$4,024.14 
AMZN Amazon.com Inc
+1.3%
+$7,752 
IVOO Vanguard S&P Mid-Cap 400 ETF
+1.3%
+$3,984 
VB Vanguard Small-Cap ETF
+1.3%
+$76,656.77 
IEMG iShares Core MSCI Emerging Markets ETF
+1.29%
+$5,160.75 
NBSM Neuberger Berman Small-Mid Cap ETF
+1.28%
+$89,119.45 
SCHF Schwab International Equity ETF
+1.27%
+$2,964.59 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.25%
+$8,162 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$8,142.48 
EFA iShares MSCI EAFE ETF
+1.1%
+$10,019.71 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.07%
+$70,952.7 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.98%
+$4,280.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$13,106.08 
IVV iShares Core S&P 500 ETF
+0.93%
+$51,106.68 
MGC Vanguard Mega Cap ETF
+0.92%
+$4,105.48 
SPY SPDR S&P 500 ETF Trust
+0.91%
+$4,872.04 
META Meta Platforms Inc Class A
+0.89%
+$4,549.55 
VOO Vanguard S&P 500 ETF
+0.88%
+$13,194.76 
FNDF Schwab Fundamental International Large Company Index ETF
+0.87%
+$18,940.38 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.84%
+$6,509.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.82%
+$2,762.08 
DFAT Dimensional US Targeted Value ETF
+0.82%
+$3,444.65 
AAPL Apple Inc.
+0.8%
+$4,601.5 
DXUV Dimensional US Vector Equity ETF
+0.76%
+$46,960.29 
DFIV Dimensional International Value ETF
+0.71%
+$10,106.46 
EFV iShares MSCI EAFE Value ETF
+0.7%
+$50,470.27 
MTUM iShares MSCI USA Momentum Factor ETF
+0.66%
+$5,964 
IVE ISHARES S&P 500 VALUE ETF
+0.61%
+$3,186.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.6%
+$2,400.3 
MSFT Microsoft Corp.
+0.59%
+$4,628.27 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.59%
+$1,438.75 
IWD iShares Russell 1000 Value ETF
+0.54%
+$17,333.87 
PRF Invesco FTSE RAFI US 1000 ETF
+0.53%
+$3,435.34 
GEV GE Vernova Inc.
+0.51%
+$1,017.96 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.48%
+$26,812.21 
DFLV Dimensional US Large Cap Value ETF
+0.43%
+$123,195.27 
VTEB Vanguard Tax-Exempt Bond ETF
+0.38%
+$20,334.78 
MUB iShares National Muni Bond ETF
+0.35%
+$53,395.2 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.32%
+$2,488.45 
VTV Vanguard Value ETF
+0.27%
+$9,629.98 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$10,567.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.17%
+$398.82 
PYLD PIMCO Multisector Bond Active ETF
+0.12%
+$633.72 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.06%
+$292.38 
BA Boeing Company
+0.05%
+$118.84 
Events
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Dividends
Dividend Analysis
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| Trades 446 | Longs Won 345/446 77% | Profit Factor 15.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $505,000.37 |
| Average Win $130,891.66 | Best Trade (Oct 06) $8.43M | Sharpe Ratio -11.91 |
| Average Loss -$28,143.51 | Worst Trade (Sep 30) -$1.21M | Z-Score 7.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $94,876.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,211 | 5,590 | 4,969 | 4,348 | 3,727 | 3,106 | 2,484 | 1,863 | 1,242 | 621 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,743 | $384,488.85 | $580,349.28 | - | $195,860.43 | 50.94% | +0.799% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 88,140 | $4.54M | $6.7M | - | $2.15M | 47.37% | +1.071% |
| AMZN Amazon.com Inc | 2,400 | $382,755.18 | $603,504 | - | $220,748.82 | 57.67% | +1.301% |
| AVGO Broadcom Inc. | 617 | $233,072 | $218,893.09 | - | -$14,178.91 | -6.08% | +3.239% |
| BA Boeing Company | 1,251 | $224,416.67 | $240,661.12 | - | $16,244.45 | 7.24% | +0.049% |
 BND Vanguard Total Bond Market Index Fund | 27,165 | $1.99M | $1.9M | - | -$89,196.65 | -4.48% | -0.007% |
| CAT Caterpillar Inc. | 191 | $203,396 | $162,176.19 | - | -$41,219.81 | -20.27% | +2.752% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 17,358 | $599,626.35 | $781,717.53 | - | $182,091.18 | 30.37% | +0.84% |
| DFAE Dimensional Emerging Core Equity Market ETF | 10,097 | $366,823.36 | $402,769.33 | - | $35,945.97 | 9.8% | +1.398% |
| DFAT Dimensional US Targeted Value ETF | 6,263 | $347,990.07 | $423,879.84 | - | $75,889.77 | 21.81% | +0.819% |
| DFIV Dimensional International Value ETF | 25,914 | $1.34M | $1.44M | - | $101,021.91 | 7.55% | +0.708% |
| DFLV Dimensional US Large Cap Value ETF | 703,973 | $21.16M | $28.51M | - | $7.35M | 34.71% | +0.434% |
| DXUV Dimensional US Vector Equity ETF | 92,079 | $5.29M | $6.25M | - | $965,694.79 | 18.26% | +0.757% |
| EFA iShares MSCI EAFE ETF | 8,867 | $800,314.26 | $921,724.65 | - | $121,410.39 | 15.17% | +1.099% |
| EFG iShares MSCI EAFE Growth ETF | 12,077 | $1.37M | $1.46M | - | $96,695.79 | 7.07% | +1.703% |
| EFV iShares MSCI EAFE Value ETF | 92,606 | $4.88M | $7.26M | - | $2.38M | 48.86% | +0.7% |
 EVTR Eaton Vance Total Return Fund | 124,474 | $6.33M | $6.01M | - | -$323,302.02 | -5.11% | -0.021% |
| FNDF Schwab Fundamental International Large Company Index ETF | 40,732 | $1.43M | $2.19M | - | $756,729.97 | 52.75% | +0.872% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 178,629 | $4.27M | $5.66M | - | $1.39M | 32.57% | +0.476% |
| GEV GE Vernova Inc. | 204 | $239,671 | $202,457.76 | - | -$37,213.24 | -15.53% | +0.505% |
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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 - $1.4M, Vanguard S&P 500 ETF - $915,483.02, iShares MSCI EAFE Value ETF - $763,173.7, Schwab Fundamental U.S. Large Company Index ETF - $759,490.7, and Dimensional US Large Cap Value ETF - $750,536.43. 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 $6.57M earned over time. The largest contributors to dividend income include iShares National Muni Bond ETF - $1.49M, Dimensional US Large Cap Value ETF - $750,536.43, iShares MSCI EAFE Value ETF - $690,907.25, Vanguard Tax-Exempt Bond ETF - $514,925.85, 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.
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