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:
30.98%
Gain -0.19%
Monthly
1.26%
Yearly
16.28%
Drawdown
15.28%
$156.48M
Equity
Holdings
$156.48M
Investment
$128.14M
$31.67M
Profit -$249,868.9
Realized
$3.34M
Unrealized
$28.34M
Dividends
$3.56M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$249,868.9
Win %
74%
This Week
Compared To Last Week
Gain
-1.61%
Profit
-$2.56M
Win %
74%
This Month
Compared to last month
Gain
-0.39%
Profit
-$610,877.48
Win %
74%
This Year
Compared to last year
Gain
-0.83%
Profit
-$1.3M
Win %
76%
LLY Eli Lilly and Company
+5.28%
+$12,377.21 
BXSL Blackstone Secured Lending Fund
+2.5%
+$26,930.29 
WMT Walmart Inc.
+2.37%
+$8,121.74 
FXH First Trust Health Care AlphaDEX Fund
+2.12%
+$5,183.82 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.71%
+$5,693.14 
SCHD Schwab U.S. Dividend Equity ETF
+1.48%
+$6,230.5 
JNJ Johnson & Johnson
+1.35%
+$3,649.14 
MSFT Microsoft Corp.
+1.09%
+$7,708.8 
PG Procter & Gamble Co
+1.02%
+$7,424 
MTG MGIC Investment Corporation
+0.95%
+$18,780.58 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.92%
+$2,519.25 
NOC Northrop Grumman Corporation
+0.77%
+$2,314.2 
IJR iShares Core S&P Small-Cap ETF
+0.69%
+$5,035.02 
CGCP Capital Group Core Plus Income ETF
+0.47%
+$1,803 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.45%
+$25,979.65 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$1,594.08 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.37%
+$727.95 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$3,255.07 
ITA iShares U.S. Aerospace & Defense ETF
+0.29%
+$4,503.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.27%
+$1,107.84 
AAPL Apple Inc.
+0.23%
+$2,988.84 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.21%
+$2,823.84 
CGDV Capital Group Dividend Value ETF
+0.12%
+$16,360.02 
FDN First Trust Dow Jones Internet Index Fund
+0.11%
+$520.64 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.07%
+$720.3 
CGGR Capital Group Growth ETF
+0.05%
+$4,542.3 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$7,914.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$464.85 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$119.8 
GOOGL Alphabet Inc
0%
-$0.01 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
LRCX Lam Research Corporation
-4.92%
-$69,329.25 
AMD Advanced Micro Devices, Inc.
-4.21%
-$10,026.77 
BAI iShares A.I. Innovation and Tech Active ETF
-3.36%
-$66,953.72 
AVGO Broadcom Inc.
-2.43%
-$10,962.84 
NVDA NVIDIA Corporation
-2.25%
-$22,435.04 
TSLA Tesla, Inc.
-1.99%
-$3,647.5 
XCEM Columbia EM Core ex-China ETF
-1.66%
-$5,076.62 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$55,037.4 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.02%
-$6,198.4 
QQQM Invesco NASDAQ 100 ETF
-0.84%
-$2,250.36 
QQQ Invesco QQQ Trust, Series 1
-0.84%
-$54,721.25 
PH Parker-Hannifin Corporation
-0.69%
-$2,875.46 
MU Micron Technology, Inc.
-0.62%
-$1,159.13 
AMZN Amazon.com Inc
-0.53%
-$4,824.91 
CGGO Capital Group Global Growth Equity ETF
-0.42%
-$42,206.24 
JPM JPMorgan Chase & Co.
-0.4%
-$1,053 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$59,395.6 
SPHQ Invesco S&P 500 Quality ETF
-0.07%
-$579.96 
IVV iShares Core S&P 500 ETF
-0.06%
-$1,195.58 
GOOG Alphabet Inc
-0.05%
-$134.63 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.04%
-$16,754.12 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 263 | Longs Won 200/263 76% | Profit Factor 33.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $604,781.68 |
| Average Win $163,279.1 | Best Trade (Oct 14) $8.69M | Sharpe Ratio -12.51 |
| Average Loss -$15,621.98 | Worst Trade (Mar 30) -$162,752.04 | Z-Score 9.12 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w | Expectancy $120,424.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,736 | $910,931.21 | $1.28M | - | $373,356.15 | 40.99% | +0.233% |
| AMD Advanced Micro Devices, Inc. | 417 | $242,239 | $228,005.17 | - | -$14,233.83 | -5.88% | -4.212% |
| AMZN Amazon.com Inc | 3,574 | $772,521.76 | $903,257.02 | - | $130,735.26 | 16.92% | -0.531% |
| AVGO Broadcom Inc. | 1,302 | $384,628.57 | $439,854.66 | - | $55,226.09 | 14.36% | -2.432% |
| BAI iShares A.I. Innovation and Tech Active ETF | 45,239 | $1.7M | $1.92M | - | $220,780.61 | 12.96% | -3.363% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 5,990 | $594,942.56 | $594,178.05 | - | -$764.51 | -0.13% | +0.02% |
| BRK-B Berkshire Hathaway Inc. | 738 | $360,113.02 | $390,040.38 | - | $29,927.36 | 8.31% | +0.41% |
| BXSL Blackstone Secured Lending Fund | 45,261 | $1.21M | $1.1M | - | -$106,317.37 | -8.8% | +2.504% |
| CGCP Capital Group Core Plus Income ETF | 18,030 | $400,862.5 | $386,202.6 | - | -$14,659.9 | -3.66% | +0.469% |
| CGDV Capital Group Dividend Value ETF | 272,667 | $10.01M | $13.42M | - | $3.41M | 34.02% | +0.122% |
| CGGO Capital Group Global Growth Equity ETF | 263,789 | $7.79M | $10.05M | - | $2.26M | 28.97% | -0.418% |
| CGGR Capital Group Growth ETF | 181,692 | $7.33M | $8.61M | - | $1.27M | 17.35% | +0.053% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 9,232 | $319,335 | $415,486.16 | - | $96,151.16 | 30.11% | +0.267% |
| DIVI Franklin International Core Dividend Tilt Index ETF | 136,735 | $4.41M | $5.79M | - | $1.38M | 31.2% | +0.451% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 215,984 | $12.05M | $14.94M | - | $2.88M | 23.93% | -0.396% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 35,508 | $2.01M | $3.32M | - | $1.31M | 65.18% | -1.63% |
| FDN First Trust Dow Jones Internet Index Fund | 1,627 | $395,638 | $473,977.64 | - | $78,339.64 | 19.8% | +0.11% |
| FLQM Franklin U.S. Mid Cap Multifactor Index Fund | 5,609 | $308,576 | $338,138.56 | - | $29,562.56 | 9.58% | +1.713% |
| FXH First Trust Health Care AlphaDEX Fund | 1,858 | $203,769 | $249,696.62 | - | $45,927.62 | 22.54% | +2.12% |
| FXR First Trust Industrials/Producer Durables AlphaDEX Fund | 3,359 | $251,287 | $277,755.71 | - | $26,468.71 | 10.53% | +0.915% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.35M, Invesco QQQ Trust, Series 1 - $498,112.89, State Street SPDR Portfolio S&P 500 ETF - $441,416.6, and iShares MSCI Emerging Markets ex China ETF - $346,215.88. 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 - $15,086.73, 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 $3.56M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.34M, State Street SPDR Portfolio S&P 500 ETF - $308,717.23, Franklin International Core Dividend Tilt Index ETF - $294,622.16, Capital Group Global Growth Equity ETF - $286,609.86, and Capital Group Dividend Value ETF - $206,374.63. 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.
2026 © Marketlog. All Rights Reserved.
