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:
84.62%
Gain +0.42%
Monthly
0.99%
Yearly
12.58%
Drawdown
22.18%
$255.16M
Equity
Holdings
$255.16M
Investment
$169.25M
$80.98M
Profit +$747,972.07
Realized
-$4.93M
Unrealized
$85.91M
Dividends
$10.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$747,972.07
Win %
83%
This Week
Compared To Last Week
Gain
0.29%
Profit
$747,972.07
Win %
83%
This Month
Compared to last month
Gain
1.32%
Profit
$3.32M
Win %
83%
This Year
Compared to last year
Gain
10.68%
Profit
$24.61M
Win %
83%
GOOGL Alphabet Inc
+1.36%
+$6,664.69 
IJR iShares Core S&P Small-Cap ETF
+1.18%
+$155,353.14 
IWF iShares Russell 1000 Growth ETF
+1.15%
+$8,006.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.09%
+$26,347.95 
IWP iShares Russell Mid-Cap Growth ETF
+1.05%
+$4,088 
IJH iShares Core S&P Mid-Cap ETF
+1.04%
+$94,366.16 
DFAE Dimensional Emerging Core Equity Market ETF
+1%
+$24,747.15 
AMZN Amazon.com Inc
+0.96%
+$8,123.61 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$31,767.33 
AQST Aquestive Therapeutics Inc.
+0.9%
+$8,735.24 
VOT Vanguard Mid-Cap Growth ETF
+0.89%
+$6,903.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.89%
+$8,234.37 
VB Vanguard Small-Cap ETF
+0.84%
+$9,476.12 
VEU Vanguard FTSE All-World ex-US ETF
+0.81%
+$5,053.14 
SYK Stryker Corporation
+0.77%
+$6,351.13 
AAPL Apple Inc.
+0.77%
+$47,820.36 
DFIS Dimensional International Small Cap ETF
+0.75%
+$6,093.9 
DFSV Dimensional US Small Cap Value ETF
+0.75%
+$78,155.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.75%
+$18,171.15 
IEFA iShares Core MSCI EAFE ETF
+0.7%
+$2,066.18 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.7%
+$3,367 
DFAI Dimensional International Core Equity Market ETF
+0.69%
+$66,589.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.69%
+$94,598.4 
SCHB Schwab U.S. Broad Market ETF
+0.68%
+$11,090.6 
DFIC Dimensional International Core Equity Market ETF
+0.66%
+$20,721.37 
SPY SPDR S&P 500 ETF Trust
+0.66%
+$34,594.38 
VOO Vanguard S&P 500 ETF
+0.66%
+$6,099.63 
IVV iShares Core S&P 500 ETF
+0.65%
+$627,211.92 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$6,559.64 
ZTS Zoetis Inc.
+0.59%
+$596.55 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.58%
+$164,013.72 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.56%
+$6,100.13 
PRF Invesco FTSE RAFI US 1000 ETF
+0.35%
+$9,287.96 
MA Mastercard Incorporated
+0.27%
+$3,050.28 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$99.33 
BRK-B Berkshire Hathaway Inc.
+0.01%
+$220.32 
VRNA Verona Pharma plc
0%
$0 
CLPT ClearPoint Neuro Inc.
-4.72%
-$132,487.38 
TMDX TransMedics Group Inc.
-1.17%
-$8,268.04 
VKTX Viking Therapeutics Inc.
-0.98%
-$6,385.8 
COST Costco Wholesale Corporation
-0.22%
-$689.81 
TLT iShares 20+ Year Treasury Bond ETF
-0.2%
-$5,447.94 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$2,296.1 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$3,763 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$2,822.09 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.1%
-$224 
BRK-A Berkshire Hathaway Inc.
-0.09%
-$10,563.08 
WMT Walmart Inc.
-0.09%
-$243.45 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$310.06 Events
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Dividends
Dividend Analysis
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| Trades 503 | Longs Won 319/503 63% | Profit Factor 11.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.75M |
| Average Win $279,154.21 | Best Trade (Oct 06) $38.27M | Sharpe Ratio -10.27 |
| Average Loss -$43,839.3 | Worst Trade (Dec 31) -$536,107.68 | Z-Score 8.67 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m | Expectancy $161,001.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.26% | 5.98% |
| Consecutive Losing Trades | 5,814 | 5,233 | 4,651 | 4,070 | 3,488 | 2,907 | 2,326 | 1,744 | 1,163 | 581 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,790 | $3.29M | $6.25M | - | $2.96M | 90.07% | +0.77% |
| AGG iShares Core U.S. Aggregate Bond ETF | 26,877 | $2.8M | $2.53M | - | -$268,330.21 | -9.57% | -0.111% |
| AMZN Amazon.com Inc | 3,399 | $505,373.1 | $851,857.38 | - | $346,484.28 | 68.56% | +0.963% |
| AQST Aquestive Therapeutics Inc. | 218,381 | $791,633.18 | $978,346.88 | - | $186,713.7 | 23.59% | +0.901% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 22,961 | $1.86M | $1.67M | - | -$189,961.33 | -10.22% | -0.137% |
| BND Vanguard Total Bond Market Index Fund | 41,813 | $3.01M | $2.93M | - | -$80,810.26 | -2.69% | -0.128% |
| BRK-A Berkshire Hathaway Inc. | 15 | $10.37M | $11.27M | - | $897,911.92 | 8.66% | -0.094% |
| BRK-B Berkshire Hathaway Inc. | 3,672 | $1.57M | $1.84M | - | $266,534.32 | 16.96% | +0.012% |
| CLPT ClearPoint Neuro Inc. | 245,347 | $2.35M | $2.68M | - | $321,900.66 | 13.67% | -4.716% |
| COST Costco Wholesale Corporation | 337 | $290,261.99 | $307,644.97 | - | $17,382.98 | 5.99% | -0.224% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 630,822 | $17.43M | $28.34M | - | $10.91M | 62.61% | +0.582% |
| DFAE Dimensional Emerging Core Equity Market ETF | 62,651 | $1.43M | $2.49M | - | $1.06M | 74.66% | +1.004% |
| DFAI Dimensional International Core Equity Market ETF | 233,646 | $6.74M | $9.66M | - | $2.92M | 43.34% | +0.694% |
| DFAS Dimensional U.S. Small Cap ETF | 43,817 | $2.51M | $3.45M | - | $934,718.11 | 37.18% | +0.93% |
| DFAU Dimensional US Core Equity Market ETF | 19,581 | $586,510.23 | $1.03M | - | $448,247.71 | 76.43% | +0.638% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 60,570 | $1.45M | $2.43M | - | $979,417.26 | 67.39% | +1.095% |
| DFIC Dimensional International Core Equity Market ETF | 84,577 | $1.88M | $3.17M | - | $1.29M | 68.37% | +0.657% |
| DFIS Dimensional International Small Cap ETF | 22,570 | $489,328.1 | $814,551.3 | - | $325,223.2 | 66.46% | +0.754% |
| DFSV Dimensional US Small Cap Value ETF | 274,231 | $7.07M | $10.47M | - | $3.39M | 48% | +0.752% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 9,933 | $503,901.09 | $502,113.15 | - | -$1,787.94 | -0.35% | +0.02% |
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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 - $733,348.04, iShares Core S&P Small-Cap ETF - $597,871.15, VANGUARD TOTAL STOCK MKT ETF - $546,222.99, and Vanguard Total Bond Market Index Fund - $536,380.15. 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 - $214,336.09, 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 $10.98M 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 - $733,348.04, iShares Core S&P Small-Cap ETF - $666,168.84, VANGUARD TOTAL STOCK MKT ETF - $610,623.54, and Dimensional International Core Equity Market ETF - $555,030.2. 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.
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