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

Tracking: 0 Updated: 15 hours ago

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.

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.

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:

42.3%

Gain +1.54%

Monthly

1.2%

Yearly

15.4%

Drawdown

15.51%

$187.49M

Equity

Holdings

$187.49M

Investment

$110.61M

$91.49M

Profit +$3.66M

Realized

$14.61M

Unrealized

$76.88M

Dividends

$5.58M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.54%

Profit

$3.66M

Win %

91%

This Week

Compared To Last Week

Gain

-1.85%

Profit

-$3.54M

Win %

91%

This Month

Compared to last month

Gain

-1.83%

Profit

-$3.5M

Win %

91%

This Year

Compared to last year

Gain

7.39%

Profit

$13.04M

Win %

91%

Gainers
Losers

IXN iShares Global Tech ETF

+4.65%

+$14,844

TSLA Tesla, Inc.

+4.41%

+$46,322.28

VGT Vanguard Information Technology ETF

+3.38%

+$12,555.2

QQQ Invesco QQQ Trust, Series 1

+3.37%

+$1.21M

IWM iShares Russell 2000 ETF

+2.98%

+$10,487.51

SCHM Schwab U.S. Mid-Cap ETF

+2.92%

+$267,595.46

IWP iShares Russell Mid-Cap Growth ETF

+2.69%

+$6,815.36

LLY Eli Lilly and Company

+2.58%

+$36,558.23

BMY Bristol-Myers Squibb Company

+2.52%

+$6,771.8

NVDA NVIDIA Corporation

+2.5%

+$42,100

IJH iShares Core S&P Mid-Cap ETF

+2.46%

+$55,918.14

PFE Pfizer Inc.

+2.42%

+$8,029.62

BMI Badger Meter Inc.

+2.37%

+$9,744

IJR iShares Core S&P Small-Cap ETF

+2.37%

+$279,726.52

IWR iShares Russell Mid-Cap ETF

+2.14%

+$26,591.16

VTI VANGUARD TOTAL STOCK MKT ETF

+1.87%

+$99,972.16

AXP American Express Company

+1.79%

+$3,868.74

IVV iShares Core S&P 500 ETF

+1.78%

+$889,355.57

RSP Invesco S&P 500 Equal Weight ETF

+1.62%

+$4,780.87

IWF iShares Russell 1000 Growth ETF

+1.59%

+$15,473.6

JPM JPMorgan Chase & Co.

+1.52%

+$7,926.08

AMZN Amazon.com Inc

+1.48%

+$14,638.91

SCHG Schwab U.S. Large-Cap Growth ETF

+1.46%

+$283,297.92

AAPL Apple Inc.

+1.44%

+$118,052.89

VIG Vanguard Dividend Appreciation ETF

+1.32%

+$20,602.68

VYM Vanguard High Dividend Yield ETF

+1.26%

+$156,996.7

SDY SPDR S&P Dividend ETF

+1.06%

+$11,605.48

SCHD Schwab U.S. Dividend Equity ETF

+1.02%

+$101,943.27

DVY iShares Select Dividend ETF

+0.74%

+$4,340.11

JKJ iShares Morningstar Small-Cap ETF

+0.63%

+$2,582.83

JKG iShares Morningstar Mid-Cap ETF

+0.31%

+$986

JNJ Johnson & Johnson

+0.24%

+$1,275.64

GOOG Alphabet Inc

+0.13%

+$337.63

HDV iShares Core High Dividend ETF

+0.04%

+$290.1

DTN WisdomTree U.S. Dividend ex-Financials Fund

XOM Exxon Mobil Corporation

-2.63%

-$4,950

MSFT Microsoft Corp.

-1.83%

-$5,841.05

V Visa Inc. Class A

-0.94%

-$3,157.25

MPC Marathon Petroleum Corporation

-0.88%

-$4,630

SYK Stryker Corporation

-0.56%

-$4,155.32

GOOGL Alphabet Inc

-0.1%

-$355

Events

Dividends

Dividend Analysis

No Data

Trades 380	Longs Won 345/380 90%	Profit Factor 603.59
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.51M
Average Win $265,614.2	Best Trade (Jun 11) $22.75M	Sharpe Ratio -11.32
Average Loss -$4,337.74	Worst Trade (Mar 13) -$34,405	Z-Score 37.04 (100%)
Commissions $0	Avg. Trade Length 1y 9m 2w 2d	Expectancy $240,750.21

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%	1.58%
Consecutive Losing Trades	43,478	39,130	34,783	30,435	26,087	21,739	17,391	13,043	8,696	4,348