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)
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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.
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.
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:
75.29%
Gain +0.53%
Monthly
1.07%
Yearly
13.58%
Drawdown
22.18%
$258.14M
Equity
Holdings
$258.14M
Investment
$169.25M
$83.96M
Profit +$1.06M
Realized
-$4.93M
Unrealized
$88.89M
Dividends
$10.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.53%
Profit
$1.06M
Win %
86%
This Week
Compared To Last Week
Gain
2.4%
Profit
$6.04M
Win %
86%
This Month
Compared to last month
Gain
2.4%
Profit
$6.04M
Win %
86%
This Year
Compared to last year
Gain
11.97%
Profit
$27.59M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$122,635.89 
GOOGL Alphabet Inc
+6.73%
+$32,626.44 
CLPT ClearPoint Neuro Inc.
+2.47%
+$88,324.92 
ZTS Zoetis Inc.
+1.66%
+$1,833.3 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,948.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$36,862.22 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,444.41 
IVV iShares Core S&P 500 ETF
+0.69%
+$640,983.04 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$14,747.6 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$9,427.01 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$5,482.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$70,584.96 
TMDX TransMedics Group Inc.
+0.5%
+$3,415.06 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$10,650.67 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$9,691.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,829.92 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$100,931.52 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$24,149.85 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,624.4 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$4,888.4 
WMT Walmart Inc.
+0.09%
+$270.51 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VRNA Verona Pharma plc
0%
$0 
AAPL Apple Inc.
-7.35%
-$460,730.8 
SYK Stryker Corporation
-6.42%
-$67,243.4 
VKTX Viking Therapeutics Inc.
-4.14%
-$29,161.82 
MA Mastercard Incorporated
-0.74%
-$8,759.26 
AQST Aquestive Therapeutics Inc.
-0.67%
-$5,459.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$19,331.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,192.2 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$63,084.89 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,928.43 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$18,606.94 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$6,100.13 
DFIS Dimensional International Small Cap ETF
-0.53%
-$4,288.3 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$768 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,232.02 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$7,944.47 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,719.25 
COST Costco Wholesale Corporation
-0.24%
-$768.35 
VB Vanguard Small-Cap ETF
-0.22%
-$2,595.04 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,357.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,444.15 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$994.56 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$6,134.42 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$9,933.28 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$282.9 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,834.92 Events
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Dividends
Dividend Analysis
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| Trades 503 | Longs Won 328/503 65% | Profit Factor 12.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.72M |
| Average Win $278,800.86 | Best Trade (Aug 05) $37.86M | Sharpe Ratio -10.27 |
| Average Loss -$42,761.59 | Worst Trade (Dec 31) -$536,107.68 | Z-Score 10.26 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 5d | Expectancy $166,925.28 |
| 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% | 0.15% | 4.69% |
| Consecutive Losing Trades | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Ryan Cahill?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $3.14M, Dimensional U.S. Core Equity 2 ETF - $672,158.31, iShares Core S&P Small-Cap ETF - $549,018.34, Vanguard Total Bond Market Index Fund - $525,805.64, and VANGUARD TOTAL STOCK MKT ETF - $511,458.08. 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: Berkshire Hathaway Inc - $642,345, Sensus Healthcare Inc - $408,531.57, XPEL, Inc - $291,551.47, Dimensional US Core Equity Market ETF - $216,724.97, and Expion360 Inc - $214,023.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Cahill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.57M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.92M, Dimensional U.S. Core Equity 2 ETF - $672,158.31, iShares Core S&P Small-Cap ETF - $617,316.03, VANGUARD TOTAL STOCK MKT ETF - $575,858.63, and Vanguard Total Bond Market Index Fund - $519,241.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Cahill's monthly returns?
Ryan Cahill's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ryan Cahill's strategy be considered aggressive or moderate?
Ryan Cahill'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 Cahill's strategy?
Ryan Cahill'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.
