RO
Ryan O'Neill Portfolio
Invests via Jordan Park Trust Co LLC | Managed by Ryan O'Neill
Invests via Jordan Park Trust Co LLC
Managed by Ryan O'Neill
Automatically Tracked
Private equity and growth investor with operating background and sector-focused deal experience across software and fintech. Ryan O'Neill has led investments, held board seats and driven go-to-market and M&A execution for middle-market companies. Holds an MBA and prior product and sales leadership; relevant for LP diligence and portfolio development.
Private equity and growth investor with operating background and sector-focused deal experience across software and fintech. Ryan O'Neill has led investments, held board seats and driven go-to-market and M&A execution for middle-market companies. Holds an MBA and prior product and sales leadership; relevant for LP diligence and portfolio development.
Investment Philosophy & Strategy
Private equity and growth investor with operating background and sector-focused deal experience across software and fintech. Ryan O'Neill has led investments, held board seats and driven go-to-market and M&A execution for middle-market companies. Holds an MBA and prior product and sales leadership; relevant for LP diligence and portfolio development.
Private equity and growth investor with operating background and sector-focused deal experience across software and fintech. Ryan O'Neill has led investments, held board seats and driven go-to-market and M&A execution for middle-market companies. Holds an MBA and prior product and sales leadership; relevant for LP diligence and portfolio development.
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:
-11.29%
Gain -3.29%
Monthly
-0.7%
Yearly
-8.08%
Drawdown
58.07%
$149.87M
Equity
Holdings
$149.87M
Investment
$164.55M
-$14.78M
Profit -$3.96M
Realized
-$100,025.45
Unrealized
-$14.68M
Dividends
$226,315.4
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-3.29%
Profit
-$3.96M
Win %
72%
This Week
Compared To Last Week
Gain
3.59%
Profit
$5.19M
Win %
72%
This Month
Compared to last month
Gain
3.59%
Profit
$5.19M
Win %
72%
This Year
Compared to last year
Gain
-0.68%
Profit
-$384,694.41
Win %
75%
XLV Health Care Select Sector SPDR Fund
+0.76%
+$2,266.62 
NVDA NVIDIA Corporation
-3.55%
-$27,126 
MSFT Microsoft Corp.
-3.11%
-$14,378.56 
IOT Samsara Inc. Class A Common Stock
-2.68%
-$3.83M 
AMZN Amazon.com Inc
-2.53%
-$9,197.5 
AAPL Apple Inc.
-1.57%
-$9,657.7 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.52%
-$4,114.47 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$35,085.35 
IAU iShares Gold Trust
-0.98%
-$15,480.33 
GOOGL Alphabet Inc
-0.79%
-$2,376.66 
AVGO Broadcom Inc.
-0.49%
-$1,605.24 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$3,315.44 
VNQ Vanguard Real Estate ETF
-0.13%
-$662.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$290.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 47 | Longs Won 33/47 70% | Profit Factor 0.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.76M |
| Average Win $115,379.4 | Best Trade (Jun 01) $4.4M | Sharpe Ratio -79.4 |
| Average Loss -$1.33M | Worst Trade (May 14) -$41.6M | Z-Score 1.01 (68.55%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy -$314,501.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 113 | 102 | 90 | 79 | 68 | 56 | 45 | 34 | 23 | 11 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
