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:
1.52%
Gain
Monthly
0.08%
Yearly
0.98%
Drawdown
23.23%
$154.11M
Equity
Holdings
$154.11M
Investment
$125.22M
$30.49M
Profit -$1.15M
Realized
$1.6M
Unrealized
$28.89M
Dividends
$3.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.15M
Win %
81%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$1.84M
Win %
81%
This Month
Compared to last month
Gain
-1.6%
Profit
-$2.5M
Win %
81%
This Year
Compared to last year
Gain
12.55%
Profit
$17.18M
Win %
82%
MTG MGIC Investment Corporation
+3.2%
+$57,470.4 
WMT Walmart Inc.
+2.49%
+$8,332.8 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$8,527.86 
PG Procter & Gamble Co
+1.8%
+$11,988.61 
MSFT Microsoft Corp.
+1.78%
+$9,131.97 
BXSL Blackstone Secured Lending Fund
+1.74%
+$19,219.16 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.6%
+$33,973.22 
FXH First Trust Health Care AlphaDEX Fund
+1.34%
+$3,056.41 
JNJ Johnson & Johnson
+1.34%
+$3,498 
AAPL Apple Inc.
+1.25%
+$15,848.16 
PH Parker-Hannifin Corporation
+0.61%
+$2,560.82 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$4,845.48 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$684.14 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$3,240.24 
GOOG Alphabet Inc
+0.22%
+$632.74 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.19%
+$571.03 
GOOGL Alphabet Inc
+0.17%
+$833.48 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$197.66 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$3,933.52 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$61.52 
LRCX Lam Research Corporation
-5.81%
-$85,013.01 
BAI iShares A.I. Innovation and Tech Active ETF
-5.28%
-$84,254.4 
AVGO Broadcom Inc.
-4.61%
-$23,173.12 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$48,468.92 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.77%
-$16,764.74 
NVDA NVIDIA Corporation
-2.73%
-$26,557.51 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.69%
-$101,237.76 
XCEM Columbia EM Core ex-China ETF
-2.4%
-$7,902.79 
CGGO Capital Group Global Growth Equity ETF
-2.14%
-$292,703.58 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.98%
-$4,320.47 
GLD SPDR Gold Shares
-1.85%
-$6,437.71 
IAU iShares Gold Trust
-1.8%
-$30,048.21 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$118,510.26 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$4,013.58 
SPHQ Invesco S&P 500 Quality ETF
-1.19%
-$9,986.58 
CGGR Capital Group Growth ETF
-1.14%
-$81,737.13 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$6,351.98 
JPM JPMorgan Chase & Co.
-1%
-$2,553.48 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$110,586.9 
FDN First Trust Dow Jones Internet Index Fund
-0.77%
-$3,481.78 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.65%
-$38,882.48 
IVV iShares Core S&P 500 ETF
-0.46%
-$9,246.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$179,418.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$6,319.55 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.35%
-$3,535.68 
CGDV Capital Group Dividend Value ETF
-0.28%
-$35,224.84 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$692.4 
AMZN Amazon.com Inc
-0.14%
-$1,225.47 
NOC Northrop Grumman Corporation
-0.08%
-$267.5 
CGCP Capital Group Core Plus Income ETF
-0.02%
-$91.93 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$58.63 Events
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Dividends
Dividend Analysis
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| Trades 219 | Longs Won 174/219 79% | Profit Factor 63.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $629,427.44 |
| Average Win $178,039.45 | Best Trade (Jul 16) $7.7M | Sharpe Ratio -11.82 |
| Average Loss -$10,827.17 | Worst Trade (Jul 16) -$137,300.51 | Z-Score 14.35 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $139,231.24 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
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Returns
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