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:
69.89%
Gain +4.31%
Monthly
1.66%
Yearly
21.9%
Drawdown
20.04%
$190.15M
Equity
Holdings
$190.15M
Investment
$108.52M
$98.85M
Profit +$6.92M
Realized
$17.22M
Unrealized
$81.63M
Dividends
$6.1M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.31%
Profit
$6.92M
Win %
96%
This Week
Compared To Last Week
Gain
3.99%
Profit
$7.29M
Win %
96%
This Month
Compared to last month
Gain
3.99%
Profit
$7.29M
Win %
96%
This Year
Compared to last year
Gain
2.62%
Profit
$4.85M
Win %
95%
AMZN Amazon.com Inc
+15.32%
+$141,217.08 
GOOG Alphabet Inc
+6.88%
+$13,138.84 
GOOGL Alphabet Inc
+6.73%
+$22,470 
BMI Badger Meter Inc.
+3.04%
+$12,672.03 
MSFT Microsoft Corp.
+3.02%
+$10,228.61 
NVDA NVIDIA Corporation
+2.93%
+$46,970.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$227,405.3 
TSLA Tesla, Inc.
+0.76%
+$5,416.15 
MPC Marathon Petroleum Corporation
+0.76%
+$4,780.03 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,248.16 
IVV iShares Core S&P 500 ETF
+0.69%
+$341,560.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$221,440.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$22,944.38 
PFE Pfizer Inc.
+0.4%
+$1,198.2 
JPM JPMorgan Chase & Co.
+0.27%
+$1,489.9 
JNJ Johnson & Johnson
+0.21%
+$1,175.54 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$19,038.78 
HDV iShares Core High Dividend ETF
+0.04%
+$290.11 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$646,984.72 
SYK Stryker Corporation
-6.42%
-$53,951.1 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,961.89 
LLY Eli Lilly and Company
-0.53%
-$7,521.51 
IWM iShares Russell 2000 ETF
-0.47%
-$1,528.99 
DVY iShares Select Dividend ETF
-0.45%
-$2,717.2 
VGT Vanguard Information Technology ETF
-0.38%
-$1,421.58 
AXP American Express Company
-0.38%
-$875.02 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,564.27 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$814.89 
SDY SPDR S&P Dividend ETF
-0.28%
-$3,211.56 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$3,523.46 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$24,479.01 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$823 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$424.83 
IXN iShares Global Tech ETF
-0.21%
-$672.05 
ISCB iShares Morningstar Small-Cap ETF
-0.19%
-$805.7 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$527.26 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,476 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,495.69 Events
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Dividends
Dividend Analysis
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| Trades 408 | Longs Won 380/408 93% | Profit Factor 379.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.54M |
| Average Win $260,819.79 | Best Trade (Aug 10) $24.2M | Sharpe Ratio -9.9 |
| Average Loss -$9,331.73 | Worst Trade (Aug 02) -$56,256.46 | Z-Score 56.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 4d | Expectancy $242,279.98 |
| 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% | 1.68% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
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 Vliek?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $7.16M, iShares Core S&P 500 ETF - $4.38M, Schwab U.S. Large-Cap Growth ETF - $1.72M, Apple Inc - $1.7M, and VANGUARD TOTAL STOCK MKT ETF - $1.15M. 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 - $15,913.62. 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 $6.1M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.87M, Vanguard High Dividend Yield ETF - $896,430.27, Schwab U.S. Dividend Equity ETF - $655,445.85, Invesco QQQ Trust, Series 1 - $483,887.36, and iShares Core S&P Small-Cap ETF - $456,126.21. 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.
