RV
Ryan Vliek Portfolio
Invests via PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | Managed by Ryan Vliek
Invests via PPS&V ASSET MANAGEMENT CONSULTANTS Inc.
Managed by Ryan Vliek
Automatically Tracked
Ryan Vliek Profile
Ryan Vliek is a dynamic entrepreneur with a track record of launching and scaling innovative technology ventures. He leverages his extensive expertise in product development and market strategy to drive growth within the tech industry. As a founder, he has successfully navigated various stages of startup ecosystems, establishing companies that address unique market needs and customer demands. His deep understanding of digital trends empowers him to foster partnerships that enhance product offerings while broadening market reach. Through his leadership, he continues to make significant contributions to technological advancements, demonstrating an unwavering commitment to innovation.
Ryan Vliek is a dynamic entrepreneur with a track record of launching and scaling innovative technology ventures. He leverages his extensive expertise in product development and market strategy to drive growth within the tech industry. As a founder, he has successfully navigated various stages of startup ecosystems, establishing companies that address unique market needs and customer demands. His deep understanding of digital trends empowers him to foster partnerships that enhance product offerings while broadening market reach. Through his leadership, he continues to make significant contributions to technological advancements, demonstrating an unwavering commitment to innovation.
Investment Philosophy & Strategy
Opportunity identification is pivotal for driving sustainable growth in Ryan Vliek's ventures. By harnessing his extensive background in technology and product innovation, he consistently seeks to capitalize on emerging market trends and gaps. His strategic acumen enables the formation of alliances that not only strengthen offerings but also position his companies at the forefront of industry developments. With an entrepreneurial mindset, decision-making revolves around agility and responsiveness to changing customer needs, ensuring relevance and scalability. This proactive approach has proven essential as he navigates the competitive landscape, focusing on solutions that deliver real-world value.
Opportunity identification is pivotal for driving sustainable growth in Ryan Vliek's ventures. By harnessing his extensive background in technology and product innovation, he consistently seeks to capitalize on emerging market trends and gaps. His strategic acumen enables the formation of alliances that not only strengthen offerings but also position his companies at the forefront of industry developments. With an entrepreneurial mindset, decision-making revolves around agility and responsiveness to changing customer needs, ensuring relevance and scalability. This proactive approach has proven essential as he navigates the competitive landscape, focusing on solutions that deliver real-world value.
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:
76.08%
Gain +0.14%
Monthly
1.6%
Yearly
21%
Drawdown
20.04%
$188.28M
Equity
Holdings
$188.28M
Investment
$108.57M
$99.45M
Profit +$207,186.95
Realized
$18.51M
Unrealized
$80.94M
Dividends
$6.62M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$207,186.95
Win %
93%
This Week
Compared To Last Week
Gain
0.52%
Profit
$975,544.46
Win %
93%
This Month
Compared to last month
Gain
1.19%
Profit
$2.22M
Win %
93%
This Year
Compared to last year
Gain
1.82%
Profit
$3.37M
Win %
93%
BMY Bristol-Myers Squibb Company
+1.33%
+$2,711.28 
TSLA Tesla, Inc.
+0.52%
+$4,498.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.51%
+$22,488.36 
SPCX Space Exploration Technologies Corp. Class A
+0.48%
+$1,446.7 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$169,224.65 
GOOGL Alphabet Inc
+0.35%
+$1,210 
AAPL Apple Inc.
+0.22%
+$19,108.02 
GOOG Alphabet Inc
+0.22%
+$483.37 
AXP American Express Company
+0.17%
+$351.4 
NVDA NVIDIA Corporation
+0.14%
+$2,737.08 
ISCB iShares Morningstar Small-Cap ETF
0%
+$5.75 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
+$0.04 
BMI Badger Meter Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.02 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MSFT Microsoft Corp.
0%
+$0.01 
PFE Pfizer Inc.
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.04 
HDV iShares Core High Dividend ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
-$0.35 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
-$0.08 
IXN iShares Global Tech ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
-$0.07 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.06 
VYM Vanguard High Dividend Yield ETF
0%
$0 
SYK Stryker Corporation
-2.46%
-$17,072.64 Events
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Dividends
Dividend Analysis
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No Data
| Trades 434 | Longs Won 399/434 91% | Profit Factor 392.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.51M |
| Average Win $249,873.53 | Best Trade (Oct 07) $23.84M | Sharpe Ratio -8.65 |
| Average Loss -$7,249.19 | Worst Trade (Jun 29) -$41,175 | Z-Score 44.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 5d | Expectancy $229,137.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.89% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,822 | $3.51M | $8.61M | - | $5.1M | 145.1% | +0.222% |
| AMD Advanced Micro Devices, Inc. | 552 | $321,128.27 | $348,726 | - | $27,597.73 | 8.59% | 0.0 |
| AMZN Amazon.com Inc | 3,961 | $455,668.05 | $995,795.4 | - | $540,127.35 | 118.54% | 0.0 |
| AXP American Express Company | 663 | $211,657.89 | $201,916.65 | - | -$9,741.24 | -4.6% | +0.174% |
| BMI Badger Meter Inc. | 3,200 | $348,896 | $399,648 | - | $50,752 | 14.55% | 0.0 |
| BMY Bristol-Myers Squibb Company | 3,476 | $216,882 | $207,134.84 | - | -$9,747.16 | -4.49% | +1.326% |
| DVY iShares Select Dividend ETF | 3,774 | $455,145.65 | $577,799.4 | - | $122,653.75 | 26.95% | 0.0 |
| GOOG Alphabet Inc | 636 | $161,073.89 | $219,159.24 | - | $58,085.35 | 36.06% | +0.221% |
| GOOGL Alphabet Inc | 1,000 | $243,100 | $347,680 | - | $104,580 | 43.02% | +0.349% |
| HDV iShares Core High Dividend ETF | 30,391 | $661,242.26 | $855,506.65 | - | $194,264.39 | 29.38% | 0.0 |
| IJH iShares Core S&P Mid-Cap ETF | 30,478 | $1.6M | $2.25M | - | $646,643.87 | 40.44% | 0.0 |
| IJR iShares Core S&P Small-Cap ETF | 86,711 | $8.66M | $12.05M | - | $3.39M | 39.14% | 0.0 |
| IMCB iShares Morningstar Mid-Cap ETF | 3,292 | $193,138.07 | $317,809.68 | - | $124,671.61 | 64.55% | 0.0 |
| ISCB iShares Morningstar Small-Cap ETF | 5,755 | $263,009.92 | $417,991.4 | - | $154,981.48 | 58.93% | +0.001% |
| IVV iShares Core S&P 500 ETF | 65,570 | $26.12M | $51.03M | - | $24.91M | 95.39% | 0.0 |
| IWF iShares Russell 1000 Growth ETF | 8,144 | $436,192.64 | $1.05M | - | $609,089.76 | 139.64% | 0.0 |
| IWM iShares Russell 2000 ETF | 1,100 | $191,796 | $311,718 | - | $119,922 | 62.53% | 0.0 |
| IWP iShares Russell Mid-Cap Growth ETF | 1,852 | $156,726.01 | $263,187.72 | - | $106,461.71 | 67.93% | 0.0 |
| IWR iShares Russell Mid-Cap ETF | 11,366 | $769,701.26 | $1.24M | - | $471,124.96 | 61.21% | 0.0 |
| IXN iShares Global Tech ETF | 2,400 | $221,616 | $366,864 | - | $145,248 | 65.54% | 0.0 |
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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 Vliek?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $7.48M, iShares Core S&P 500 ETF - $4.96M, Schwab U.S. Large-Cap Growth ETF - $1.92M, Apple Inc - $1.82M, and VANGUARD TOTAL STOCK MKT ETF - $1.21M. 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: Exxon Mobil Corporation - $39,887.5, Outlook Therapeutics Inc - $34,405, Netflix, Inc - $28,322, iShares Global Tech ETF - $18,994.1, and American Express Company - $16,300.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Vliek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.62M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.02M, Vanguard High Dividend Yield ETF - $966,808.45, Schwab U.S. Dividend Equity ETF - $740,009.76, Invesco QQQ Trust, Series 1 - $521,364.18, and iShares Core S&P Small-Cap ETF - $500,657.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Vliek's monthly returns?
Ryan Vliek'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 Vliek's strategy be considered aggressive or moderate?
Ryan Vliek's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Ryan Vliek's strategy?
Ryan Vliek'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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