Scott W. Simons Portfolio
Invests via Ridgeline Wealth Planning, LLC | Managed by Scott W. Simons
Invests via Ridgeline Wealth Planning, LLC
Managed by Scott W. Simons
Automatically Tracked
Scott W. Simons Profile
Veteran private-equity and growth investor focused on technology and services, delivering deal sourcing, portfolio value creation and board-level governance. Scott W. Simons has led investments across software, fintech and business services, partnering with growth-stage founders and institutional LPs to drive strategic exits and operational improvement. Prior operating roles and graduate business education underpin a hands-on, value-oriented investment style.
Veteran private-equity and growth investor focused on technology and services, delivering deal sourcing, portfolio value creation and board-level governance. Scott W. Simons has led investments across software, fintech and business services, partnering with growth-stage founders and institutional LPs to drive strategic exits and operational improvement. Prior operating roles and graduate business education underpin a hands-on, value-oriented investment style.
Investment Philosophy & Strategy
Focuses on growth-stage technology and services companies, targeting software, fintech and business services where operational levers can accelerate scale. Pursues hands-on, value-oriented investments with active board governance, tight capital allocation and milestone-driven follow-on funding. Emphasizes sourcing through founder relationships and LP networks, rigorous operational due diligence, and a medium-term growth-to-exit horizon that balances revenue expansion with margin improvement and downside protection.
Focuses on growth-stage technology and services companies, targeting software, fintech and business services where operational levers can accelerate scale. Pursues hands-on, value-oriented investments with active board governance, tight capital allocation and milestone-driven follow-on funding. Emphasizes sourcing through founder relationships and LP networks, rigorous operational due diligence, and a medium-term growth-to-exit horizon that balances revenue expansion with margin improvement and downside protection.
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:
31.69%
Gain -0.77%
Monthly
1.38%
Yearly
17.94%
Drawdown
15.28%
$157.19M
Equity
Holdings
$157.19M
Investment
$128.14M
$32.38M
Profit -$1.01M
Realized
$3.34M
Unrealized
$29.04M
Dividends
$3.22M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$1.01M
Win %
77%
This Week
Compared To Last Week
Gain
0.3%
Profit
$462,864.18
Win %
77%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.01M
Win %
77%
This Year
Compared to last year
Gain
-0.38%
Profit
-$596,505.26
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$128,949.88 
GOOG Alphabet Inc
+6.88%
+$18,192.24 
GOOGL Alphabet Inc
+6.73%
+$30,514.26 
MSFT Microsoft Corp.
+3.02%
+$17,978.39 
NVDA NVIDIA Corporation
+2.93%
+$25,672.19 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$11,291.38 
NOC Northrop Grumman Corporation
+1.43%
+$4,646.67 
PH Parker-Hannifin Corporation
+1.43%
+$6,004.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$2,291.46 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$33,377.52 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$2,476.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$114,471.52 
TSLA Tesla, Inc.
+0.76%
+$1,179.99 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$1,732.42 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,163.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$282,426.51 
CGGR Capital Group Growth ETF
+0.65%
+$52,690.68 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$39,764.64 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$11,580.57 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$11,762.05 
CGDV Capital Group Dividend Value ETF
+0.63%
+$84,526.77 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$6,092.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,521.38 
AVGO Broadcom Inc.
+0.37%
+$1,874.88 
PG Procter & Gamble Co
+0.37%
+$2,459.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,372.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,477.12 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$1,549.58 
JPM JPMorgan Chase & Co.
+0.27%
+$733.2 
JNJ Johnson & Johnson
+0.21%
+$565.51 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,702.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$747.66 
WMT Walmart Inc.
+0.09%
+$294.81 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$5,275.78 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$52.48 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$119.8 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$91,606.72 
MU Micron Technology, Inc.
-5.9%
-$10,480.88 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,853.09 
LRCX Lam Research Corporation
-1.58%
-$23,077.05 
MTG MGIC Investment Corporation
-1.35%
-$29,615.46 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$7,408.78 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$1,672.2 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$2,704.48 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$39,653.15 
LLY Eli Lilly and Company
-0.53%
-$1,189.22 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$1,738.79 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$3,866.4 
BXSL Blackstone Secured Lending Fund
-0.26%
-$2,715.66 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$882.45 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$216.51 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$67.18 Events
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Dividends
Dividend Analysis
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| Trades 263 | Longs Won 205/263 77% | Profit Factor 38.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $593,501.8 |
| Average Win $162,206.25 | Best Trade (Aug 17) $8.86M | Sharpe Ratio -10.58 |
| Average Loss -$15,082.55 | Worst Trade (Mar 30) -$162,752.04 | Z-Score 12.98 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $123,108.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,736 | $910,931.21 | $1.15M | - | $243,156.55 | 26.69% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 417 | $242,239 | $198,554.55 | - | -$43,684.45 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 3,574 | $772,521.76 | $970,626.88 | - | $198,105.12 | 25.64% | +15.321% |
| AVGO Broadcom Inc. | 1,302 | $384,628.57 | $506,842.56 | - | $122,213.99 | 31.77% | +0.371% |
| BAI iShares A.I. Innovation and Tech Active ETF | 45,239 | $1.7M | $1.87M | - | $166,946.2 | 9.8% | +0.633% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 5,990 | $594,942.56 | $595,645.6 | - | $703.04 | 0.12% | +0.02% |
| BRK-B Berkshire Hathaway Inc. | 738 | $360,113.02 | $377,516.52 | - | $17,403.5 | 4.83% | +0.365% |
| BXSL Blackstone Secured Lending Fund | 45,261 | $1.21M | $1.05M | - | -$163,119.92 | -13.5% | -0.259% |
| CGCP Capital Group Core Plus Income ETF | 18,030 | $400,862.5 | $395,037.3 | - | -$5,825.2 | -1.45% | -0.68% |
| CGDV Capital Group Dividend Value ETF | 272,667 | $10.01M | $13.51M | - | $3.5M | 34.94% | +0.63% |
| CGGO Capital Group Global Growth Equity ETF | 263,789 | $7.79M | $10.42M | - | $2.62M | 33.68% | +0.051% |
| CGGR Capital Group Growth ETF | 181,692 | $7.33M | $8.15M | - | $813,972.39 | 11.1% | +0.651% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 9,232 | $319,335 | $410,731.68 | - | $91,396.68 | 28.62% | +0.361% |
| DIVI Franklin International Core Dividend Tilt Index ETF | 136,735 | $4.41M | $5.95M | - | $1.53M | 34.67% | -0.663% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 215,984 | $12.05M | $14.57M | - | $2.51M | 20.86% | +0.792% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 35,508 | $2.01M | $3.27M | - | $1.26M | 62.64% | +1.031% |
| FDN First Trust Dow Jones Internet Index Fund | 1,627 | $395,638 | $447,083.35 | - | $51,445.35 | 13% | +2.591% |
| FLQM Franklin U.S. Mid Cap Multifactor Index Fund | 5,609 | $308,576 | $336,259.55 | - | $27,683.55 | 8.97% | -0.514% |
| FXH First Trust Health Care AlphaDEX Fund | 1,858 | $203,769 | $236,114.64 | - | $32,345.64 | 15.87% | -0.703% |
| FXR First Trust Industrials/Producer Durables AlphaDEX Fund | 3,359 | $251,287 | $296,465.34 | - | $45,178.34 | 17.98% | -0.023% |
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FAQ
Which stocks have generated the highest profits for Scott W. Simons?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Global Growth Equity ETF - $1.89M, JPMorgan Ultra-Short Income ETF - $1.28M, Invesco QQQ Trust, Series 1 - $491,383.08, iShares MSCI Emerging Markets ex China ETF - $346,215.88, and State Street SPDR Portfolio S&P 500 ETF - $326,976.42. 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: Avantis U.S. Small Cap Value ETF - $156,857.51, Tesla, Inc - $38,049, Smurfit WestRock PLC - $31,986.4, Invesco NASDAQ 100 ETF - $15,366.24, and iShares A.I. Innovation and Tech Active ETF - $11.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott W. Simons's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.22M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.27M, Capital Group Global Growth Equity ETF - $286,609.86, Franklin International Core Dividend Tilt Index ETF - $265,395.05, Capital Group Dividend Value ETF - $206,374.63, and State Street SPDR Portfolio S&P 500 ETF - $194,277.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott W. Simons's monthly returns?
Scott W. Simons's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Scott W. Simons's strategy be considered aggressive or moderate?
Scott W. Simons'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 Scott W. Simons's strategy?
Scott W. Simons'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.
