Ryan Cahill Portfolio

Invests via Cahill Wealth Management LLC | Managed by Financial Engines Advisors LLC (Edelman Financial Engines)

Invests via Cahill Wealth Management LLC

Managed by Financial Engines Advisors LLC (Edelman Financial Engines)

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:08 PM

Ryan Cahill Profile

With a rich background in financial services, Ryan Cahill has made significant strides as an investor-operator, focusing on building value within technology ventures. His entrepreneurial journey is marked by pivotal leadership roles that bridge the gap between innovative startups and established market players. Throughout his career, he has consistently identified growth opportunities across diverse sectors, leveraging deep industry insights to foster sustainable business development. His experience equips him with a unique perspective on market dynamics and capital allocation strategies necessary for successful scaling of enterprises. Recognized for his collaborative approach, he plays a vital role in driving synergy among stakeholders while enhancing operational efficiency.

Investment Philosophy & Strategy

Capitalizing on his entrepreneurial spirit, Ryan Cahill employs a proactive approach to investment, focusing on technology-driven opportunities. His unique blend of operational insight and market acumen informs strategic decision-making that emphasizes scalability and innovation. By leveraging strong partnerships within the tech ecosystem, he aims to identify high-potential ventures poised for transformative growth. His leadership experience enables him to navigate complex market environments while fostering collaboration among diverse stakeholders.

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:

43.82%

Gain +0.46%

Monthly

0.62%

Yearly

7.68%

Drawdown

15.33%

$250.25M

Equity

Holdings

$250.25M

Investment

$169.25M

$76.78M

Profit +$1.27M

Realized

-$4.22M

Unrealized

$81M

Dividends

$9.77M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.46%

Profit

$1.27M

Win %

86%

This Week

Compared To Last Week

Gain

-0.45%

Profit

-$1.12M

Win %

86%

This Month

Compared to last month

Gain

-0.37%

Profit

-$936,861.42

Win %

86%

This Year

Compared to last year

Gain

8.55%

Profit

$19.7M

Win %

86%

Gainers
Losers

SYK Stryker Corporation

+2.11%

+$19,444.57

DFSV Dimensional US Small Cap Value ETF

+1.17%

+$123,403.95

DFAS Dimensional U.S. Small Cap ETF

+1%

+$35,053.6

IJR iShares Core S&P Small-Cap ETF

+1%

+$136,174.7

BRK-A Berkshire Hathaway Inc.

+0.93%

+$101,835

PRF Invesco FTSE RAFI US 1000 ETF

+0.92%

+$23,953.16

VBR VANGUARD SMALL-CAP VALUE ETF

+0.9%

+$4,465.16

VOT Vanguard Mid-Cap Growth ETF

+0.75%

+$5,790.2

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$68,912.13

VB Vanguard Small-Cap ETF

+0.73%

+$8,453.76

COST Costco Wholesale Corporation

+0.72%

+$2,355.63

MA Mastercard Incorporated

+0.7%

+$6,986.77

BRK-B Berkshire Hathaway Inc.

+0.69%

+$12,301.24

DFAC Dimensional U.S. Core Equity 2 ETF

+0.69%

+$189,246.6

DFAU Dimensional US Core Equity Market ETF

+0.61%

+$6,070.14

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$80,409

IVV iShares Core S&P 500 ETF

+0.58%

+$538,327.1

VOO Vanguard S&P 500 ETF

+0.58%

+$5,211.21

SPY SPDR S&P 500 ETF Trust

+0.57%

+$29,199.62

GOOGL Alphabet Inc

+0.56%

+$2,904.01

SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF

+0.54%

+$12,640.8

VKTX Viking Therapeutics Inc.

+0.52%

+$3,192.9

DFIS Dimensional International Small Cap ETF

+0.51%

+$4,175.47

SCHB Schwab U.S. Broad Market ETF

+0.49%

+$7,763.42

SCZ iShares MSCI EAFE Small-Cap ETF

+0.46%

+$5,061.81

WMT Walmart Inc.

+0.45%

+$1,474.22

DFAE Dimensional Emerging Core Equity Market ETF

+0.45%

+$11,277.18

DFIC Dimensional International Core Equity Market ETF

+0.41%

+$13,109.43

VEU Vanguard FTSE All-World ex-US ETF

+0.4%

+$2,526.57

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$38,551.59

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.36%

+$8,782.65

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$3,293.75

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$673.42

IWF iShares Russell 1000 Growth ETF

+0.06%

+$417

IWP iShares Russell Mid-Cap Growth ETF

+0.04%

+$140

DUSB Dimensional Ultrashort Fixed Income ETF

+0.01%

+$49.66

VRNA Verona Pharma plc

CLPT ClearPoint Neuro Inc.

-2.89%

-$98,138.8

ZTS Zoetis Inc.

-2.29%

-$2,706.3

AAPL Apple Inc.

-1.52%

-$84,555

AMZN Amazon.com Inc

-1.21%

-$9,959.04

AQST Aquestive Therapeutics Inc.

-0.95%

-$8,735.24

TMDX TransMedics Group Inc.

-0.92%

-$6,111.16

TLT iShares 20+ Year Treasury Bond ETF

-0.26%

-$7,732.56

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.12%

-$2,066.49

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$3,090.86

BND Vanguard Total Bond Market Index Fund

-0.11%

-$3,345.04

VCLT Vanguard Long-Term Corporate Bond Fund

-0.05%

-$112

VCSH Vanguard Short-Term Corporate Bond ETF

-0.01%

-$56.58

Events

Dividends

Dividend Analysis

No Data

Trades 503	Longs Won 330/503 65%	Profit Factor 12.53
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.58M
Average Win $252,857.26	Best Trade (Jun 12) $34.68M	Sharpe Ratio -14.93
Average Loss -$38,501.23	Worst Trade (Jun 11) -$538,773.12	Z-Score 10.83 (100%)
Commissions $0	Avg. Trade Length 2y 3w 3d	Expectancy $152,648.48

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%	0.11%	3.94%
Consecutive Losing Trades	6,494	5,844	5,195	4,545	3,896	3,247	2,597	1,948	1,299	649