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:
32.94%
Gain -4.73%
Monthly
0.38%
Yearly
4.69%
Drawdown
14.28%
$202.91M
Equity
Holdings
$202.91M
Investment
$167.46M
$28.65M
Profit -$6.46M
Realized
-$6.8M
Unrealized
$35.45M
Dividends
$22.21M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.73%
Profit
-$6.46M
Win %
67%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$485,111.31
Win %
67%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.04M
Win %
67%
This Year
Compared to last year
Gain
4.45%
Profit
$8.65M
Win %
68%
MSFT Microsoft Corp.
+1.74%
+$6,272.28 
XOM Exxon Mobil Corporation
+0.86%
+$11,889.74 
DUK Duke Energy Corporation
+0.47%
+$1,605.24 
META Meta Platforms Inc Class A
+0.42%
+$1,058.08 
EMDM First Trust Bloomberg Emerging Market Democracies ETF
+0.28%
+$2,361.92 
ELD WisdomTree Emerging Markets Local Debt Fund
+0.03%
+$117.22 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.02%
+$258.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,741.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$41.1 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$1,059.73 
TSLA Tesla, Inc.
-2.93%
-$9,315.78 
AAPL Apple Inc.
-1.65%
-$24,597.08 
WMT Walmart Inc.
-1.59%
-$8,736 
JNJ Johnson & Johnson
-1.48%
-$5,610.02 
PEG Public Service Enterprise Group Incorporated
-1.31%
-$2,575 
BAC Bank of America Corporation
-1.26%
-$3,298.68 
NEE NextEra Energy, Inc.
-1.23%
-$2,405.04 
NTRS Northern Trust Corporation
-1.19%
-$3,600.36 
SPEU SPDR Portfolio Europe ETF
-1.02%
-$72,165.52 
BKIE BNY Mellon International Equity ETF
-1.01%
-$27,973.71 
FDD First Trust STOXX European Select Dividend Index Fund
-0.99%
-$2,276.96 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.9%
-$22,454.79 
GDX VanEck Gold Miners ETF
-0.74%
-$1,166 
COST Costco Wholesale Corporation
-0.74%
-$1,849.7 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.73%
-$199,109.16 
SDY SPDR S&P Dividend ETF
-0.7%
-$26,032.32 
GNR SPDR S&P Global Natural Resources ETF
-0.68%
-$52,793.69 
FVD First Trust Value Line Dividend Index Fund
-0.66%
-$25,957.42 
GTO Invesco Total Return Bond ETF
-0.62%
-$9,336.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$1,290.72 
DWX SPDR S&P International Dividend ETF
-0.49%
-$1,362.32 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$28,536.99 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.4%
-$1,782.88 
FLEE FHA 30-Year Mortgage Index, Generic 7.75M
-0.39%
-$39,090.96 
FTHF First Trust Emerging Markets Human Flourishing ETF
-0.34%
-$9,519.82 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.34%
-$1,443.76 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.32%
-$5,755.28 
GLD SPDR Gold Shares
-0.28%
-$520.15 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$10,869 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.24%
-$91,671.58 
SPIP SPDR Portfolio TIPS ETF
-0.22%
-$1,821.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.22%
-$4,638.09 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.21%
-$21,270.68 
JPIB JPMorgan International Bond ETF
-0.2%
-$13,131.08 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.12%
-$8,881.73 
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF
-0.08%
-$742.54 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.08%
-$8,078.96 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
-0.06%
-$3,585.12 Events
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Dividends
Dividend Analysis
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| Trades 557 | Longs Won 317/557 56% | Profit Factor 3.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,479.81 |
| Average Win $127,275.38 | Best Trade (Jul 19) $5.82M | Sharpe Ratio -9.42 |
| Average Loss -$48,748.39 | Worst Trade (Jun 30) -$1.25M | Z-Score -0.58 (43.63%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $51,430.31 |
| 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 | 4,167 | 3,750 | 3,333 | 2,917 | 2,500 | 2,083 | 1,667 | 1,250 | 833 | 417 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Ryan Fink?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 1500 Composite Stock Market ETF - $3.06M, SPDR Portfolio Developed World ex-US ETF - $2.55M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.61M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.41M, and SPDR Portfolio Short Term Treasury ETF - $1.27M. 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: Invesco Total Return Bond ETF - $1.05M, First Trust Germany AlphaDEX Fund - $909,015.99, SPDR Portfolio TIPS ETF - $884,673.72, SPDR Blackstone Senior Loan ETF - $758,444.76, and Invesco S&P 500 Equal Weight Financials ETF - $343,774.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Fink's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.21M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $2.63M, PIMCO Active Bond Exchange-Traded Fund - $1.77M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.74M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.61M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $1.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Fink's monthly returns?
Ryan Fink'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 Ryan Fink's strategy be considered aggressive or moderate?
Ryan Fink's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ryan Fink's strategy?
Ryan Fink's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
