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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:
29.35%
Gain +0.75%
Monthly
0.88%
Yearly
11.05%
Drawdown
13.85%
$167.56M
Equity
Holdings
$167.56M
Investment
$129.66M
$41.83M
Profit +$1.4M
Realized
$3.93M
Unrealized
$37.9M
Dividends
$5.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.4M
Win %
90%
This Week
Compared To Last Week
Gain
0.84%
Profit
$1.4M
Win %
90%
This Month
Compared to last month
Gain
0.48%
Profit
$799,821.85
Win %
90%
This Year
Compared to last year
Gain
6.45%
Profit
$10.53M
Win %
88%
BA Boeing Company
+4.9%
+$13,435.74 
META Meta Platforms Inc Class A
+4.46%
+$18,132.94 
VGT Vanguard Information Technology ETF
+3.41%
+$9,552 
NVDA NVIDIA Corporation
+3.21%
+$36,897.41 
DFAE Dimensional Emerging Core Equity Market ETF
+3.11%
+$7,693.37 
QQQ Invesco QQQ Trust, Series 1
+3.08%
+$9,093.79 
MTUM iShares MSCI USA Momentum Factor ETF
+2.99%
+$27,188 
AMZN Amazon.com Inc
+2.96%
+$16,185.92 
VOT Vanguard Mid-Cap Growth ETF
+2.82%
+$8,515.85 
GOOGL Alphabet Inc
+2.76%
+$11,100.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.65%
+$7,303.4 
VUG Vanguard Growth ETF
+2.63%
+$623,122.2 
GOOG Alphabet Inc
+2.58%
+$14,966.5 
MSFT Microsoft Corp.
+2.29%
+$11,398.51 
IEMG iShares Core MSCI Emerging Markets ETF
+2.27%
+$10,204.59 
VWO Vanguard FTSE Emerging Markets ETF
+2.21%
+$7,488.93 
IWF iShares Russell 1000 Growth ETF
+2.15%
+$136,103.76 
MGC Vanguard Mega Cap ETF
+1.81%
+$7,746.04 
AAPL Apple Inc.
+1.73%
+$7,769.01 
VOO Vanguard S&P 500 ETF
+1.72%
+$25,559.65 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$9,120.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$21,885.16 
IWP iShares Russell Mid-Cap Growth ETF
+1.6%
+$16,531.9 
IVV iShares Core S&P 500 ETF
+1.46%
+$84,296.77 
NFLX Netflix, Inc.
+1.46%
+$4,011.93 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.41%
+$6,342.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.25%
+$10,189.85 
SCHF Schwab International Equity ETF
+1.21%
+$2,878.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.12%
+$7,509.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.95%
+$3,680.64 
DXUV Dimensional US Vector Equity ETF
+0.87%
+$44,104.36 
FNDF Schwab Fundamental International Large Company Index ETF
+0.85%
+$20,427.68 
VB Vanguard Small-Cap ETF
+0.8%
+$48,585.32 
IWD iShares Russell 1000 Value ETF
+0.79%
+$24,652.8 
PRF Invesco FTSE RAFI US 1000 ETF
+0.78%
+$4,975.32 
TSLA Tesla, Inc.
+0.67%
+$2,828.81 
VTV Vanguard Value ETF
+0.66%
+$23,186.08 
IWM iShares Russell 2000 ETF
+0.58%
+$6,650.15 
V Visa Inc. Class A
+0.55%
+$1,606.87 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.54%
+$30,525.37 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.5%
+$1,786.24 
NBSM Neuberger Berman Small-Mid Cap ETF
+0.46%
+$29,672.5 
DFLV Dimensional US Large Cap Value ETF
+0.41%
+$110,085.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.37%
+$25,093.97 
EFG iShares MSCI EAFE Growth ETF
+0.28%
+$3,048.5 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$1,161.82 
VOE Vanguard Mid-Cap Value ETF
+0.2%
+$8,160 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.2%
+$486.87 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$398.81 
EVTR Eaton Vance Total Return Fund
+0.17%
+$8,715.33 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$7,466.03 
MUB iShares National Muni Bond ETF
+0.1%
+$16,584.36 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$541.2 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$1,514.04 
DFIV Dimensional International Value ETF
+0.04%
+$494.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.01%
+$99.15 
Events
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Dividends
Dividend Analysis
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| Trades 403 | Longs Won 324/403 80% | Profit Factor 54.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $482,141.15 |
| Average Win $131,505.81 | Best Trade (Jun 15) $7.52M | Sharpe Ratio -12.51 |
| Average Loss -$9,874.22 | Worst Trade (Jun 11) -$242,724.26 | Z-Score 15.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $103,791.12 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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Returns
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Option values are updated at end of day.
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