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:
81.57%
Gain -0.47%
Monthly
0.87%
Yearly
10.92%
Drawdown
25.23%
$366.67M
Equity
Holdings
$366.67M
Investment
$281.5M
$86.87M
Profit -$1.13M
Realized
$1.7M
Unrealized
$85.17M
Dividends
$21.33M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$1.13M
Win %
74%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$1.13M
Win %
74%
This Month
Compared to last month
Gain
-1.27%
Profit
-$4.73M
Win %
74%
This Year
Compared to last year
Gain
-0.05%
Profit
-$181,066.91
Win %
73%
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$43,425.8 
PANW Palo Alto Networks, Inc.
+13.1%
+$64,373.53 
NFLX Netflix, Inc.
+3.79%
+$11,684.84 
GOOGL Alphabet Inc
+3.23%
+$60,011.43 
GOOG Alphabet Inc
+3.07%
+$138,374.26 
META Meta Platforms Inc Class A
+2.72%
+$112,580.54 
IBM International Business Machines Corporation
+2.38%
+$10,704.58 
CMG Chipotle Mexican Grill, Inc.
+2.28%
+$17,512.28 
WM Waste Management, Inc.
+2.21%
+$9,137.9 
STZ Constellation Brands, Inc.
+2.1%
+$23,442.8 
MSFT Microsoft Corp.
+2.04%
+$124,520.69 
LLY Eli Lilly and Company
+2.02%
+$13,539.01 
PM Philip Morris International Inc.
+2%
+$4,452.11 
WMT Walmart Inc.
+1.81%
+$11,005.62 
ABBV AbbVie Inc.
+1.79%
+$7,831.65 
COST Costco Wholesale Corporation
+1.54%
+$20,087.03 
LULU lululemon athletica inc.
+1.36%
+$8,235 
UBER Uber Technologies, Inc.
+1.35%
+$15,232.52 
V Visa Inc. Class A
+1.31%
+$17,712.15 
MOAT VanEck Morningstar Wide Moat Fund
+1.27%
+$6,174.12 
KO The Coca-Cola Company
+1.22%
+$2,856.28 
UNH UnitedHealth Group Incorporated
+1.19%
+$3,252.61 
AMGN Amgen Inc.
+1.12%
+$2,730.55 
AXP American Express Company
+0.97%
+$14,893.2 
MA Mastercard Incorporated
+0.91%
+$10,164.22 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$20,302.88 
NKE Nike, Inc. - Class B
+0.75%
+$3,957.53 
LOW Lowe's Companies Inc.
+0.73%
+$14,680.8 
HD The Home Depot, Inc.
+0.71%
+$2,408.91 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$393,534.68 
MRK Merck & Co., Inc.
+0.64%
+$2,831.79 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.61%
+$1,999.68 
PG Procter & Gamble Co
+0.61%
+$3,186.48 
JNJ Johnson & Johnson
+0.3%
+$1,029.54 
FVD First Trust Value Line Dividend Index Fund
+0.24%
+$635.16 
AAPL Apple Inc.
+0.22%
+$25,280.98 
UMBF UMB Financial Corporation
+0.21%
+$2,178.84 
SCHW Charles Schwab Corporation
+0.07%
+$1,532.48 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-13.63%
-$47,469.22 
GEV GE Vernova Inc.
-8.63%
-$28,336.95 
LRCX Lam Research Corporation
-8.25%
-$70,802.97 
VRT Vertiv Holdings Co
-7.64%
-$15,959.19 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$15,632.44 
AMAT Applied Materials, Inc.
-7.04%
-$56,090.23 
KLAC KLA Corporation
-6.39%
-$191,556.75 
APH Amphenol Corporation
-6.35%
-$32,555.64 
INTC Intel Corporation
-5.63%
-$13,612.6 
MU Micron Technology, Inc.
-5.27%
-$71,469.59 
BAC Bank of America Corporation
-5.14%
-$92,944.5 
SNDK SanDisk Corporation
-5%
-$21,581.99 
AVGO Broadcom Inc.
-4.71%
-$96,986.04 
AMD Advanced Micro Devices, Inc.
-4.33%
-$35,581.2 
CAT Caterpillar Inc.
-4.3%
-$11,750.12 
SNPS Synopsys, Inc.
-3.99%
-$7,900.77 
GS The Goldman Sachs Group, Inc.
-3.97%
-$8,829.01 
ORCL Oracle Corporation
-3.72%
-$15,730.26 
MS Morgan Stanley
-3.63%
-$8,950.71 
CDNS Cadence Design Systems, Inc.
-3.55%
-$7,623.18 
NVDA NVIDIA Corporation
-3.4%
-$326,032.15 
VLO Valero Energy Corporation
-1.95%
-$6,187.94 
C Citigroup Inc.
-1.9%
-$6,850.8 
GE General Electric Company
-1.89%
-$6,386.7 
CSCO Cisco Systems, Inc.
-1.84%
-$9,993.06 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$4,801.68 
TSLA Tesla, Inc.
-1.76%
-$20,852.16 
JPM JPMorgan Chase & Co.
-1.71%
-$28,799.66 
GLD SPDR Gold Shares
-1.51%
-$4,075.54 
IAU iShares Gold Trust
-1.44%
-$8,791 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.32%
-$2,728.88 
AMZN Amazon.com Inc
-1.25%
-$47,588.25 
SCHA Schwab U.S. Small-Cap ETF
-1.12%
-$26,394.42 
SCHM Schwab U.S. Mid-Cap ETF
-0.91%
-$4,397.44 
CVX Chevron Corporation
-0.89%
-$9,199.24 
IWY iShares Russell Top 200 Growth ETF
-0.84%
-$21,586.37 
QQQM Invesco NASDAQ 100 ETF
-0.8%
-$502,899.25 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$5,499 
COF Capital One Financial Corporation
-0.76%
-$13,177.92 
IOO iShares Global 100 ETF
-0.59%
-$41,289.09 
XOM Exxon Mobil Corporation
-0.55%
-$3,316.64 
IVLU iShares MSCI International Value Factor ETF
-0.54%
-$7,104.96 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$1,892 
VO Vanguard Mid-Cap ETF
-0.52%
-$82,593.64 
VNQ Vanguard Real Estate ETF
-0.51%
-$117,957.12 
SCHH Schwab U.S. REIT ETF
-0.5%
-$2,174.99 
VOO Vanguard S&P 500 ETF
-0.46%
-$4,092.62 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$1,089.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$5,167.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$11,271.15 
AVUV Avantis U.S. Small Cap Value ETF
-0.43%
-$1,224.3 
VB Vanguard Small-Cap ETF
-0.37%
-$141,256.37 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$997.89 
CGDG Capital Group Dividend Growers ETF
-0.34%
-$1,040 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$20,546.96 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$12,315.99 
BA Boeing Company
-0.08%
-$153.44 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$8,992.32 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$124.72 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.04%
-$93.57 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.04%
-$108.45 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$226.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 899 | Longs Won 614/899 68% | Profit Factor 6.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $715,340.75 |
| Average Win $166,347.86 | Best Trade (Aug 14) $17.15M | Sharpe Ratio -10.21 |
| Average Loss -$53,564.21 | Worst Trade (Sep 10) -$2.16M | Z-Score 10.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 6d | Expectancy $96,631.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,631 | $6.44M | $11.53M | - | $5.09M | 78.96% | +0.22% |
| ABBV AbbVie Inc. | 1,697 | $358,164.61 | $444,164.29 | - | $85,999.68 | 24.01% | +1.795% |
| AMAT Applied Materials, Inc. | 1,746 | $309,606.98 | $740,941.29 | - | $431,334.31 | 139.32% | -7.037% |
| AMD Advanced Micro Devices, Inc. | 1,592 | $305,708.64 | $786,097.76 | - | $480,389.12 | 157.14% | -4.33% |
| AMGN Amgen Inc. | 644 | $226,868.69 | $245,743.96 | - | $18,875.27 | 8.32% | +1.124% |
| AMZN Amazon.com Inc | 14,825 | $2.67M | $3.76M | - | $1.09M | 40.6% | -1.25% |
| APH Amphenol Corporation | 6,108 | $269,240.64 | $480,027.72 | - | $210,787.08 | 78.29% | -6.351% |
| ASML ASML Holding N.V. New York Registry Shares | 127 | $252,658.87 | $200,051.67 | - | -$52,607.2 | -20.82% | -7.248% |
| AVGO Broadcom Inc. | 5,685 | $1.2M | $1.96M | - | $763,655.67 | 63.78% | -4.713% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,310 | $229,914.3 | $286,370.7 | - | $56,456.4 | 24.56% | -0.426% |
| AXP American Express Company | 4,728 | $1.41M | $1.55M | - | $135,077.21 | 9.55% | +0.97% |
| BA Boeing Company | 959 | $206,695.37 | $201,668.11 | - | -$5,027.26 | -2.43% | -0.076% |
| BAC Bank of America Corporation | 28,820 | $1.38M | $1.71M | - | $331,535.78 | 23.99% | -5.144% |
| BND Vanguard Total Bond Market Index Fund | 223,927 | $18.4M | $15.94M | - | -$2.46M | -13.38% | -0.077% |
| BRK-B Berkshire Hathaway Inc. | 4,472 | $2.15M | $2.3M | - | $155,681.01 | 7.25% | +0.89% |
| C Citigroup Inc. | 2,595 | $268,137.6 | $353,387.1 | - | $85,249.5 | 31.79% | -1.902% |
| CAT Caterpillar Inc. | 334 | $249,457.48 | $261,652.26 | - | $12,194.78 | 4.89% | -4.298% |
| CDNS Cadence Design Systems, Inc. | 743 | $259,151.43 | $207,378.73 | - | -$51,772.7 | -19.98% | -3.546% |
| CGDG Capital Group Dividend Growers ETF | 8,000 | $285,120 | $305,200 | - | $20,080 | 7.04% | -0.34% |
| CMG Chipotle Mexican Grill, Inc. | 21,227 | $941,051.1 | $785,929.67 | - | -$155,121.43 | -16.48% | +2.279% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Michael Ryan?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $5.87M, Vanguard Real Estate ETF - $3.4M, Invesco NASDAQ 100 ETF - $3.18M, Vanguard Short-Term Corporate Bond ETF - $2.62M, and Vanguard Total Bond Market Index Fund - $2.08M. 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: Vanguard Intermediate-Term Treasury Fund - $370,275.78, SoundHound AI Inc - $344,568, Tesla, Inc - $187,877.33, Vanguard Total International Stock Index Fund Investor Shares - $105,619.25, and iShares Bitcoin Trust - $71,193.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Ryan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.33M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.38M, Vanguard Real Estate ETF - $3.59M, Vanguard Short-Term Corporate Bond ETF - $2.83M, Vanguard Total Bond Market Index Fund - $2.43M, and Vanguard Small-Cap ETF - $1.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Ryan's monthly returns?
Michael Ryan'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 Michael Ryan's strategy be considered aggressive or moderate?
Michael Ryan'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 Michael Ryan's strategy?
Michael Ryan'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.
