MR
Michael Ryan Portfolio
Invests via Whelan Financial | Managed by Michael J. Ryan, Taylor J. Whelan, Stephen C. Detweiler
Invests via Whelan Financial
Managed by Michael J. Ryan, Taylor J. Whelan, Stephen C. Detweiler
Automatically Tracked
Michael Ryan Profile
With a rich history in entrepreneurial ventures, Michael Ryan has established himself as a prominent figure in the technology sector. His career spans various leadership roles where he has spearheaded innovative projects that have driven substantial growth within start-ups and established enterprises alike. Renowned for his ability to scale operations and foster strategic partnerships, he plays a pivotal role in bridging the gap between market needs and technological advancements. In addition to his operational expertise, Ryan is actively involved in mentoring emerging entrepreneurs, sharing insights that empower new talent entering the industry. His influence extends across multiple platforms where he engages with both investors and innovators.
With a rich history in entrepreneurial ventures, Michael Ryan has established himself as a prominent figure in the technology sector. His career spans various leadership roles where he has spearheaded innovative projects that have driven substantial growth within start-ups and established enterprises alike. Renowned for his ability to scale operations and foster strategic partnerships, he plays a pivotal role in bridging the gap between market needs and technological advancements. In addition to his operational expertise, Ryan is actively involved in mentoring emerging entrepreneurs, sharing insights that empower new talent entering the industry. His influence extends across multiple platforms where he engages with both investors and innovators.
Investment Philosophy & Strategy
In an evolving technology landscape, Michael Ryan identifies unique investment prospects that leverage innovation and scalability. His approach emphasizes fostering startups capable of not just responding to market demands but also reshaping them through disruptive solutions. Drawing from extensive experience in leadership roles, he carefully evaluates operational efficiency and strategic potential within companies seeking capital. This orientation towards entrepreneurial growth fuels his commitment to empowering ventures that promise transformative impacts across industries.
In an evolving technology landscape, Michael Ryan identifies unique investment prospects that leverage innovation and scalability. His approach emphasizes fostering startups capable of not just responding to market demands but also reshaping them through disruptive solutions. Drawing from extensive experience in leadership roles, he carefully evaluates operational efficiency and strategic potential within companies seeking capital. This orientation towards entrepreneurial growth fuels his commitment to empowering ventures that promise transformative impacts across industries.
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:
36.27%
Gain +0.51%
Monthly
0.43%
Yearly
5.29%
Drawdown
17.4%
$354.23M
Equity
Holdings
$354.23M
Investment
$270.5M
$85.39M
Profit +$2.02M
Realized
$1.66M
Unrealized
$83.73M
Dividends
$19.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$2.02M
Win %
74%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$1.25M
Win %
74%
This Month
Compared to last month
Gain
-0.35%
Profit
-$1.24M
Win %
74%
This Year
Compared to last year
Gain
10.67%
Profit
$34.16M
Win %
74%
KLAC KLA Corporation
+5.55%
+$217,226.24 
AMD Advanced Micro Devices, Inc.
+4.73%
+$29,570.48 
STZ Constellation Brands, Inc.
+3.73%
+$42,944.28 
CCL Carnival Corporation Ltd.
+3.72%
+$9,170.92 
GEV GE Vernova Inc.
+3.65%
+$16,200.57 
CMG Chipotle Mexican Grill, Inc.
+3.12%
+$17,121 
SCHW Charles Schwab Corporation
+2.73%
+$40,188.94 
AMAT Applied Materials, Inc.
+2.64%
+$24,866.22 
T AT&T Inc.
+2.46%
+$4,846.01 
JPM JPMorgan Chase & Co.
+2.3%
+$29,595.93 
AXP American Express Company
+2.18%
+$28,121.98 
UMBF UMB Financial Corporation
+2.16%
+$14,320.02 
TSLA Tesla, Inc.
+1.82%
+$22,393.28 
WFC Wells Fargo & Company
+1.62%
+$3,476.34 
BAC Bank of America Corporation
+1.5%
+$20,559.93 
CVBF CVB Financial Corp.
+1.48%
+$3,291.89 
COF Capital One Financial Corporation
+1.47%
+$18,827 
ABBV AbbVie Inc.
+1.29%
+$4,956.35 
C Citigroup Inc.
+1.24%
+$5,000.94 
VLO Valero Energy Corporation
+1.2%
+$4,234.23 
LRCX Lam Research Corporation
+1.18%
+$14,212.77 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$28,568.37 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$3,784 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$5,692.4 
JNJ Johnson & Johnson
+1.05%
+$3,067.5 
V Visa Inc. Class A
+1.03%
+$10,994.9 
VO Vanguard Mid-Cap ETF
+0.97%
+$143,447.36 
SCHH Schwab U.S. REIT ETF
+0.96%
+$4,023.39 
APH Amphenol Corporation
+0.95%
+$2,314.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$6,036.03 
VNQ Vanguard Real Estate ETF
+0.95%
+$240,050.45 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$2,358.71 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$516,135.62 
PG Procter & Gamble Co
+0.86%
+$4,007.68 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.81%
+$2,562.09 
GE General Electric Company
+0.75%
+$2,283.33 
CVX Chevron Corporation
+0.74%
+$6,218.43 
VB Vanguard Small-Cap ETF
+0.73%
+$278,294.71 
UNH UnitedHealth Group Incorporated
+0.72%
+$1,813.98 
HD The Home Depot, Inc.
+0.72%
+$1,553.76 
MA Mastercard Incorporated
+0.72%
+$6,079.58 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$4,206.3 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$13,547.44 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$1,746.69 
COST Costco Wholesale Corporation
+0.68%
+$9,423.9 
CGDG Capital Group Dividend Growers ETF
+0.68%
+$2,040 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$419,493.99 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,630.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$15,304.32 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,451.82 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,796.4 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,323.99 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,465.66 
GOOGL Alphabet Inc
+0.53%
+$9,366.64 
GOOG Alphabet Inc
+0.45%
+$20,638.27 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$1,968.56 
WMT Walmart Inc.
+0.41%
+$2,741 
CDNS Cadence Design Systems, Inc.
+0.32%
+$910.12 
WM Waste Management, Inc.
+0.31%
+$1,285.73 
XOM Exxon Mobil Corporation
+0.28%
+$1,413.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$3,476.16 
NVDA NVIDIA Corporation
+0.14%
+$9,223.37 
MSFT Microsoft Corp.
+0.1%
+$4,550.8 
IOO iShares Global 100 ETF
+0.1%
+$5,521.9 
IAU iShares Gold Trust
+0.09%
+$243.53 
GLD SPDR Gold Shares
+0.06%
+$155.7 
PANW Palo Alto Networks, Inc.
+0.03%
+$180.54 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$390.47 
ATCH AtlasClear Holdings Inc.
-5.51%
-$224 
LULU lululemon athletica inc.
-2.52%
-$14,613.2 
LLY Eli Lilly and Company
-2.41%
-$13,779.35 
PLTR Palantir Technologies Inc.
-2.36%
-$11,550.42 
NKE Nike, Inc. - Class B
-2.32%
-$11,240.01 
AAPL Apple Inc.
-1.52%
-$151,020 
MU Micron Technology, Inc.
-1.43%
-$17,154.78 
MRK Merck & Co., Inc.
-1.42%
-$4,778.16 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$4,382.46 
AMZN Amazon.com Inc
-1.23%
-$40,377.36 
NFLX Netflix, Inc.
-1.14%
-$4,504.92 
BA Boeing Company
-1.12%
-$3,055.23 
UBER Uber Technologies, Inc.
-1.01%
-$9,022.3 
IBM International Business Machines Corporation
-0.96%
-$4,655.2 
AVGO Broadcom Inc.
-0.91%
-$18,494 
CSCO Cisco Systems, Inc.
-0.6%
-$3,022.2 
SNPS Synopsys, Inc.
-0.53%
-$1,087.2 
MCK McKesson Corporation
-0.36%
-$698.64 
DIS The Walt Disney Company
-0.31%
-$4,241.42 
META Meta Platforms Inc Class A
-0.26%
-$8,528.9 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$277.77 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$19,642.77 
LOW Lowe's Companies Inc.
-0.1%
-$2,276.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$8,675.4 
IBIT iShares Bitcoin Trust
-0.03%
-$48.01 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$4,370.76 
ORCL Oracle Corporation
-0.01%
-$29.67 Events
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Dividends
Dividend Analysis
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| Trades 728 | Longs Won 490/728 67% | Profit Factor 7.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $788,274.51 |
| Average Win $199,754.83 | Best Trade (Jun 12) $16.73M | Sharpe Ratio -10.73 |
| Average Loss -$52,469.17 | Worst Trade (Jun 11) -$1.83M | Z-Score 7.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 2d | Expectancy $117,296.98 |
| 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% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
Hover over the desired column for a detailed explanation.
Returns
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