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:
73.43%
Gain +0.98%
Monthly
0.86%
Yearly
10.79%
Drawdown
25.19%
$355.96M
Equity
Holdings
$355.96M
Investment
$274.95M
$82.93M
Profit +$1.4M
Realized
$1.91M
Unrealized
$81.02M
Dividends
$20.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.98%
Profit
$1.4M
Win %
74%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$1.8M
Win %
74%
This Month
Compared to last month
Gain
-1.26%
Profit
-$4.54M
Win %
74%
This Year
Compared to last year
Gain
10.62%
Profit
$34.19M
Win %
73%
T AT&T Inc.
+5.1%
+$10,642.32 
IBM International Business Machines Corporation
+3.65%
+$14,152.6 
AAPL Apple Inc.
+3.53%
+$389,318.56 
LULU lululemon athletica inc.
+3.3%
+$19,049.35 
LOW Lowe's Companies Inc.
+2.83%
+$56,033.12 
HD The Home Depot, Inc.
+2.55%
+$5,433.4 
VNQ Vanguard Real Estate ETF
+2.15%
+$560,710.32 
SCHH Schwab U.S. REIT ETF
+2.14%
+$9,087.52 
MA Mastercard Incorporated
+1.77%
+$17,437.55 
NFLX Netflix, Inc.
+1.74%
+$5,476.78 
NKE Nike, Inc. - Class B
+1.73%
+$8,465.33 
JNJ Johnson & Johnson
+1.59%
+$5,653.97 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.56%
+$4,936.71 
UMBF UMB Financial Corporation
+1.5%
+$10,416.64 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$869,976.38 
COF Capital One Financial Corporation
+1.44%
+$21,847.6 
GE General Electric Company
+1.35%
+$4,592.84 
BAC Bank of America Corporation
+1.26%
+$20,833.86 
CSCO Cisco Systems, Inc.
+1.25%
+$6,607.26 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$3,228.73 
AMGN Amgen Inc.
+1.22%
+$2,801.19 
V Visa Inc. Class A
+1.18%
+$14,730.05 
WMT Walmart Inc.
+0.99%
+$6,156.78 
COST Costco Wholesale Corporation
+0.97%
+$12,836.11 
ABBV AbbVie Inc.
+0.95%
+$4,362.68 
JPM JPMorgan Chase & Co.
+0.95%
+$13,643.82 
LLY Eli Lilly and Company
+0.86%
+$5,476.26 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$17,413.44 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$4,855.68 
STZ Constellation Brands, Inc.
+0.69%
+$7,645.1 
MOAT VanEck Morningstar Wide Moat Fund
+0.67%
+$3,131.8 
GOOGL Alphabet Inc
+0.65%
+$11,324.14 
CGDG Capital Group Dividend Growers ETF
+0.63%
+$1,920 
WM Waste Management, Inc.
+0.62%
+$2,937.8 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$1,672.58 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$1,576.39 
MRK Merck & Co., Inc.
+0.45%
+$1,688.6 
RDVY First Trust Rising Dividend Achievers ETF
+0.41%
+$1,452 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$2,321.55 
SCHW Charles Schwab Corporation
+0.35%
+$6,418.8 
PG Procter & Gamble Co
+0.3%
+$1,423.84 
VO Vanguard Mid-Cap ETF
+0.29%
+$44,753.4 
GOOG Alphabet Inc
+0.24%
+$10,081.45 
C Citigroup Inc.
+0.23%
+$800.73 
IOO iShares Global 100 ETF
+0.23%
+$14,224.32 
VB Vanguard Small-Cap ETF
+0.19%
+$73,617.93 
CVX Chevron Corporation
+0.19%
+$1,680.49 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.15%
+$32,048.37 
BA Boeing Company
+0.14%
+$360.76 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.13%
+$279.48 
IAU iShares Gold Trust
+0.1%
+$553.12 
GLD SPDR Gold Shares
+0.1%
+$257.26 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$234.75 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$14,374.1 
VOO Vanguard S&P 500 ETF
+0.08%
+$524.72 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$13,376.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$724.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.04%
+$315.86 
XOM Exxon Mobil Corporation
+0.03%
+$172.85 
MSFT Microsoft Corp.
+0.03%
+$1,354.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$828.22 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-6.99%
-$98,141.43 
GLW Corning Incorporated
-6.03%
-$19,102.32 
AMAT Applied Materials, Inc.
-4.72%
-$46,568.68 
LRCX Lam Research Corporation
-4.56%
-$42,034.48 
VRT Vertiv Holdings Co
-4.5%
-$11,121.86 
UBER Uber Technologies, Inc.
-4.31%
-$43,768.89 
AXP American Express Company
-4.3%
-$65,296.13 
ORCL Oracle Corporation
-4.21%
-$16,104.45 
KLAC KLA Corporation
-3.75%
-$134,397.7 
AMD Advanced Micro Devices, Inc.
-3.29%
-$26,592.25 
AVGO Broadcom Inc.
-2.69%
-$55,925.5 
TSLA Tesla, Inc.
-2.08%
-$21,704.94 
META Meta Platforms Inc Class A
-1.8%
-$68,405.55 
GEV GE Vernova Inc.
-1.59%
-$5,622.46 
CDNS Cadence Design Systems, Inc.
-1.28%
-$3,253.62 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$692,666 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$8,165.75 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$23,623.71 
NVDA NVIDIA Corporation
-0.92%
-$84,318.28 
IWY iShares Russell Top 200 Growth ETF
-0.78%
-$20,891.6 
CMG Chipotle Mexican Grill, Inc.
-0.69%
-$4,270.83 
AMZN Amazon.com Inc
-0.66%
-$22,504.45 
CAT Caterpillar Inc.
-0.65%
-$1,731.38 
PANW Palo Alto Networks, Inc.
-0.56%
-$2,945.82 
SCHM Schwab U.S. Mid-Cap ETF
-0.54%
-$2,781.41 
PLTR Palantir Technologies Inc.
-0.36%
-$1,665.45 Events
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Dividends
Dividend Analysis
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| Trades 807 | Longs Won 542/807 67% | Profit Factor 7.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $697,565.5 |
| Average Win $177,279.96 | Best Trade (Jul 25) $14.7M | Sharpe Ratio -13.78 |
| Average Loss -$49,659.58 | Worst Trade (Jul 25) -$1.49M | Z-Score 8.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $102,764.38 |
| 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 | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $5.88M, Vanguard Real Estate ETF - $3.52M, Invesco NASDAQ 100 ETF - $3.17M, Vanguard Short-Term Corporate Bond ETF - $2.49M, and Vanguard Total Bond Market Index Fund - $1.97M. 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 - $523,218.32, SoundHound AI Inc - $344,568, Schwab U.S. Small-Cap ETF - $104,547.71, iShares Bitcoin Trust - $71,193.3, and Senseonics Holdings, Inc - $28,621.27. 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 $20.86M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.38M, Vanguard Real Estate ETF - $3.61M, Vanguard Short-Term Corporate Bond ETF - $2.7M, Vanguard Total Bond Market Index Fund - $2.31M, 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.
