RF
Ryan Fink Portfolio
Invests via Treasure Coast Financial Planning | Managed by Treasure Coast Financial Planning Inc., Guy L. Bassini, Anthony J. Dzielski Jr., Ryan P. Fink, Angela D. Johnson, Diego Luna
Invests via Treasure Coast Financial Planning
Managed by Treasure Coast Financial Planning Inc., Guy L. Bassini, Anthony J. Dzielski Jr., Ryan P. Fink, Angela D. Johnson, Diego Luna
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Ryan Fink Profile
Ryan Fink is a seasoned entrepreneur with a robust background in technology startups and innovative product development. His journey began with launching successful ventures that focus on digital transformation and market disruption. As an investor-operator, he combines operational insights with investment acumen to guide emerging companies toward scalability and profitability. Known for his strategic foresight, Ryan plays a pivotal role in aligning teams to realize growth potential while driving forward-thinking initiatives within the tech landscape. His experience navigating competitive markets positions him as a valuable resource in identifying opportunities that advance both business objectives and industry standards.
Ryan Fink is a seasoned entrepreneur with a robust background in technology startups and innovative product development. His journey began with launching successful ventures that focus on digital transformation and market disruption. As an investor-operator, he combines operational insights with investment acumen to guide emerging companies toward scalability and profitability. Known for his strategic foresight, Ryan plays a pivotal role in aligning teams to realize growth potential while driving forward-thinking initiatives within the tech landscape. His experience navigating competitive markets positions him as a valuable resource in identifying opportunities that advance both business objectives and industry standards.
Investment Philosophy & Strategy
Opportunity in technology markets fuels Ryan Fink's investment philosophy. With a strong entrepreneurial mindset, he prioritizes fostering innovation through strategic partnerships and agile methodologies. His approach to capital deployment emphasizes backing transformative ventures that demonstrate scalability potential and align with shifting market demands. Focused on understanding competitive dynamics, he seeks out startups capable of redefining industry benchmarks while mitigating risks inherent in disruptive environments. By leveraging operational expertise alongside financial insight, priorities are set on nurturing companies poised for significant impact across the digital landscape.
Opportunity in technology markets fuels Ryan Fink's investment philosophy. With a strong entrepreneurial mindset, he prioritizes fostering innovation through strategic partnerships and agile methodologies. His approach to capital deployment emphasizes backing transformative ventures that demonstrate scalability potential and align with shifting market demands. Focused on understanding competitive dynamics, he seeks out startups capable of redefining industry benchmarks while mitigating risks inherent in disruptive environments. By leveraging operational expertise alongside financial insight, priorities are set on nurturing companies poised for significant impact across the digital landscape.
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:
23.79%
Gain +0.2%
Monthly
0.22%
Yearly
2.66%
Drawdown
13.91%
$204.94M
Equity
Holdings
$204.94M
Investment
$167.46M
$30.49M
Profit +$459,281.76
Realized
-$6.98M
Unrealized
$37.48M
Dividends
$20.86M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.2%
Profit
$459,281.76
Win %
72%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$465,199.06
Win %
72%
This Month
Compared to last month
Gain
-0.25%
Profit
-$520,079.33
Win %
72%
This Year
Compared to last year
Gain
4.06%
Profit
$8.12M
Win %
73%
NTRS Northern Trust Corporation
+2.2%
+$6,181.44 
GDX VanEck Gold Miners ETF
+1.92%
+$3,278 
BAC Bank of America Corporation
+1.78%
+$4,198.32 
FTRI First Trust Indxx Global Natural Resources Income ETF
+1.51%
+$6,912.11 
PEG Public Service Enterprise Group Incorporated
+1.49%
+$2,925 
XOM Exxon Mobil Corporation
+1.16%
+$15,978.21 
NEE NextEra Energy, Inc.
+1.13%
+$2,112 
GNR SPDR S&P Global Natural Resources ETF
+0.92%
+$73,574.18 
SDY SPDR S&P Dividend ETF
+0.83%
+$30,491.56 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$27,954.15 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.67%
+$16,493.35 
EMDM First Trust Bloomberg Emerging Market Democracies ETF
+0.66%
+$5,964.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$28,176.39 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.59%
+$2,526.58 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.56%
+$208,344.5 
JNJ Johnson & Johnson
+0.54%
+$1,920 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.47%
+$1,229.98 
DUK Duke Energy Corporation
+0.47%
+$1,591.52 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.42%
+$118,912.41 
FDD First Trust STOXX European Select Dividend Index Fund
+0.41%
+$958.72 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.34%
+$3,617.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$6,102.75 
JPIB JPMorgan International Bond ETF
+0.11%
+$7,392.11 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
+0.06%
+$1,080.46 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$5,185.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$4,353.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$123.3 
META Meta Platforms Inc Class A
+0.03%
+$54.46 
AAPL Apple Inc.
-1.29%
-$16,977.36 
FTHF First Trust Emerging Markets Human Flourishing ETF
-0.82%
-$25,619.43 
MSFT Microsoft Corp.
-0.81%
-$2,893.14 
TSLA Tesla, Inc.
-0.51%
-$1,701.36 
WMT Walmart Inc.
-0.47%
-$2,736 
FLEE FHA 30-Year Mortgage Index, Generic 7.75M
-0.36%
-$36,606.92 
DWX SPDR S&P International Dividend ETF
-0.28%
-$790.28 
ELD WisdomTree Emerging Markets Local Debt Fund
-0.28%
-$1,077.84 
COST Costco Wholesale Corporation
-0.16%
-$405.45 
BKIE BNY Mellon International Equity ETF
-0.15%
-$4,154.1 
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF
-0.14%
-$1,299.44 
SPIP SPDR Portfolio TIPS ETF
-0.1%
-$827.9 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
-0.08%
-$5,019.18 
SPEU SPDR Portfolio Europe ETF
-0.08%
-$5,734.58 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.08%
-$7,976.51 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.08%
-$5,398.89 
GLD SPDR Gold Shares
-0.07%
-$141.41 
GTO Invesco Total Return Bond ETF
-0.05%
-$804.85 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$5,422.36 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$2,729.11 Events
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Dividends
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| Trades 557 | Longs Won 329/557 59% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $421,381.5 |
| Average Win $127,304.48 | Best Trade (Jun 12) $5.8M | Sharpe Ratio -9.91 |
| Average Loss -$49,955.5 | Worst Trade (Jun 30) -$1.25M | Z-Score 0.01 (1.1%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $54,745.64 |
| 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 | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
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Returns
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