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:
-0.08%
Gain
Monthly
0%
Yearly
-0.05%
Drawdown
60.24%
$158.75M
Equity
Holdings
$158.75M
Investment
$164.55M
-$5.9M
Profit +$5.05M
Realized
-$100,025.45
Unrealized
-$5.8M
Dividends
$268,135.01
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$5.05M
Win %
68%
This Week
Compared To Last Week
Gain
20.87%
Profit
$27.41M
Win %
68%
This Month
Compared to last month
Gain
20.98%
Profit
$27.53M
Win %
68%
This Year
Compared to last year
Gain
21.16%
Profit
$27.72M
Win %
70%
IOT Samsara Inc. Class A Common Stock
+3.58%
+$5.14M 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$2,593.36 
VNQ Vanguard Real Estate ETF
+0.76%
+$4,181.89 
IAU iShares Gold Trust
+0.47%
+$6,527.85 
GOVT iShares U.S. Treasury Bond ETF
+0.29%
+$5,387.59 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.16%
+$447.23 
NVDA NVIDIA Corporation
-2.72%
-$19,317 
AVGO Broadcom Inc.
-2.39%
-$6,139.7 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$54,916.2 
GOOGL Alphabet Inc
-2.14%
-$6,315.61 
MSFT Microsoft Corp.
-1.97%
-$8,277.51 
AMZN Amazon.com Inc
-0.79%
-$2,794.64 
AAPL Apple Inc.
-0.7%
-$4,535.62 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$174.06 Events
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Dividends
Dividend Analysis
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| Trades 47 | Longs Won 32/47 68% | Profit Factor 0.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.92M |
| Average Win $207,240.53 | Best Trade (Jul 17) $4.51M | Sharpe Ratio -108.33 |
| Average Loss -$835,699.17 | Worst Trade (Jul 10) -$16.66M | Z-Score 1.73 (91.6%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy -$125,612.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 190 | 171 | 152 | 133 | 114 | 95 | 76 | 57 | 38 | 19 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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