Ryan P. Sawyer Portfolio
Invests via Viewpoint Capital Management LLC | Managed by Ryan P. Sawyer
Invests via Viewpoint Capital Management LLC
Managed by Ryan P. Sawyer
Automatically Tracked
Ryan P. Sawyer Profile
With a distinguished background in corporate leadership, Ryan P. Sawyer has cultivated extensive experience at the intersection of business strategy and financial acumen. His expertise spans multiple sectors, highlighting his role as an innovator and decision-maker within growth-oriented companies. Known for steering organizations through complex challenges, he effectively translates market insights into actionable strategies that enhance operational efficiency and drive value creation. Furthermore, his strong analytical skills are complemented by a commitment to sustainable practices in finance and entrepreneurship.
With a distinguished background in corporate leadership, Ryan P. Sawyer has cultivated extensive experience at the intersection of business strategy and financial acumen. His expertise spans multiple sectors, highlighting his role as an innovator and decision-maker within growth-oriented companies. Known for steering organizations through complex challenges, he effectively translates market insights into actionable strategies that enhance operational efficiency and drive value creation. Furthermore, his strong analytical skills are complemented by a commitment to sustainable practices in finance and entrepreneurship.
Investment Philosophy & Strategy
Innovation and operational excellence often define the investing style of Ryan P. Sawyer. With a solid foundation in corporate leadership, he adeptly identifies transformative opportunities that align with market needs. His strategic foresight allows for seamless navigation through intricate financial landscapes while fostering growth across various industries. This entrepreneurially driven mindset prioritizes sustainable value creation and efficiency improvement, enabling effective responses to evolving business conditions. By leveraging analytical insights, investment decisions are tailored to promote resilience and adaptability.
Innovation and operational excellence often define the investing style of Ryan P. Sawyer. With a solid foundation in corporate leadership, he adeptly identifies transformative opportunities that align with market needs. His strategic foresight allows for seamless navigation through intricate financial landscapes while fostering growth across various industries. This entrepreneurially driven mindset prioritizes sustainable value creation and efficiency improvement, enabling effective responses to evolving business conditions. By leveraging analytical insights, investment decisions are tailored to promote resilience and adaptability.
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:
100.13%
Gain -0.44%
Monthly
1.07%
Yearly
13.61%
Drawdown
24.62%
$246.93M
Equity
Holdings
$246.93M
Investment
$157.39M
$92.57M
Profit -$528,828
Realized
$3.03M
Unrealized
$89.54M
Dividends
$12.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$528,828
Win %
82%
This Week
Compared To Last Week
Gain
-1.61%
Profit
-$4.04M
Win %
82%
This Month
Compared to last month
Gain
-1.25%
Profit
-$3.13M
Win %
82%
This Year
Compared to last year
Gain
15.46%
Profit
$33.07M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$4.51M 
BHC Bausch Health Companies Inc.
+14.26%
+$15,394 
GGLL Direxion Daily GOOGL Bull 2x Shares
+13.48%
+$91,595.03 
GOOG Alphabet Inc
+6.88%
+$239,094.73 
GOOGL Alphabet Inc
+6.73%
+$112,934.22 
META Meta Platforms Inc Class A
+3.28%
+$37,216.38 
MSFT Microsoft Corp.
+3.02%
+$184,809.64 
NVDA NVIDIA Corporation
+2.93%
+$340,881.71 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$5,376.71 
GLW Corning Incorporated
+2.24%
+$7,878 
TQQQ ProShares UltraPro QQQ
+2.08%
+$18,084 
ORCL Oracle Corporation
+1.81%
+$36,299.34 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$50,581.02 
VZ Verizon Communications Inc.
+1.52%
+$3,046.4 
GE General Electric Company
+1.42%
+$79,328.1 
VUG Vanguard Growth ETF
+1.1%
+$7,839.9 
Z Zillow Group Inc.
+1.04%
+$3,284.41 
XLE Energy Select Sector SPDR Fund
+1%
+$3,445.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$14,974.96 
SCHW Charles Schwab Corporation
+0.87%
+$4,550 
GEV GE Vernova Inc.
+0.85%
+$33,264.93 
EMR Emerson Electric Co.
+0.79%
+$4,395.54 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$21,035.33 
PRCH Porch Group Inc.
+0.77%
+$22,033 
TSLA Tesla, Inc.
+0.76%
+$5,791.39 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,288.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$9,766.91 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,732.04 
VIS Vanguard Industrials ETF
+0.72%
+$1,475.99 
VOO Vanguard S&P 500 ETF
+0.71%
+$95,183.88 
CAT Caterpillar Inc.
+0.7%
+$72,581.54 
BMY Bristol-Myers Squibb Company
+0.69%
+$13,757.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,782.2 
MO Altria Group, Inc.
+0.57%
+$9,641.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$415.16 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,331.58 
IYW iShares U.S. Technology ETF
+0.46%
+$2.16 
IYJ iShares U.S. Industrials ETF
+0.42%
+$159.8 
PG Procter & Gamble Co
+0.37%
+$10,018.59 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,131.56 
BAC Bank of America Corporation
+0.36%
+$35,404.38 
EWZ iShares MSCI Brazil ETF
+0.33%
+$1,693.08 
MRK Merck & Co., Inc.
+0.32%
+$1,453.08 
JPM JPMorgan Chase & Co.
+0.27%
+$4,775.2 
KBE SPDR S&P Bank ETF
+0.24%
+$46.75 
EIS iShares MSCI Israel ETF
+0.23%
+$43.2 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$1,281.58 
JNJ Johnson & Johnson
+0.21%
+$7,283.79 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$58 
T AT&T Inc.
+0.17%
+$2,035.32 
MS Morgan Stanley
+0.17%
+$4,281.86 
MMM 3M Company
+0.12%
+$712.72 
ISRG Intuitive Surgical, Inc.
+0.1%
+$242.99 
C Citigroup Inc.
+0.1%
+$7,622.61 
EPI WisdomTree India Earnings Fund
+0.07%
+$719.16 
INDY iShares India 50 ETF
+0.07%
+$180.15 
IAT iShares U.S. Regional Banks ETF
+0.05%
+$218.7 
DIS The Walt Disney Company
+0.03%
+$101.67 BMNG
BMNG
0%
$0 
AAPL Apple Inc.
-7.35%
-$296,937.2 
CLOV Clover Health Investments, Corp.
-3.92%
-$5,100 
SANA Sana Biotechnology, Inc.
-3.69%
-$2,825.4 
XBI SPDR S&P Biotech ETF
-2.94%
-$35,600.12 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$8,641.93 
EWY iShares MSCI South Korea ETF
-2.55%
-$826.11 
ABBV AbbVie Inc.
-2.51%
-$19,552.34 
KBH KB Home
-2.45%
-$6,858.6 
XLB Materials Select Sector SPDR Fund
-2.34%
-$145.2 
NFLX Netflix, Inc.
-2%
-$3,331.72 
IBB iShares Biotechnology ETF
-1.87%
-$51,425.44 
GIS General Mills, Inc.
-1.84%
-$4,598.88 
EWA iShares MSCI Australia ETF
-1.61%
-$4,029.6 
GLD SPDR Gold Shares
-1.49%
-$5,198.49 
IAU iShares Gold Trust
-1.46%
-$9,095.37 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.37%
-$26,132 
JOE The St. Joe Company
-1.32%
-$6,789.4 
CLX The Clorox Company
-1.24%
-$10,330.8 
DE Deere & Company
-1.13%
-$4,664.79 
KO The Coca-Cola Company
-1.02%
-$4,148.1 
XOM Exxon Mobil Corporation
-0.97%
-$18,939.87 
SOFI SoFi Technologies, Inc.
-0.97%
-$8,290.72 
EWJ iShares MSCI Japan ETF
-0.96%
-$3,966.3 
EWH iShares MSCI Hong Kong ETF
-0.94%
-$1,373.02 
EWN iShares MSCI Netherlands ETF
-0.93%
-$3,919.86 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$52,177.12 
WAT Waters Corporation
-0.79%
-$2,840.49 
EZA iShares MSCI South Africa ETF
-0.76%
-$264.6 
IYH iShares U.S. Healthcare ETF
-0.7%
-$9.6 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$341 
ICLN iShares Global Clean Energy ETF
-0.68%
-$0.24 
EWC iShares MSCI Canada ETF
-0.67%
-$940 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$709.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,215.38 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,123.59 
EFA iShares MSCI EAFE ETF
-0.62%
-$16,769.28 
SBUX Starbucks Corporation
-0.57%
-$2,016.6 
DGX Quest Diagnostics Inc.
-0.55%
-$1,548.01 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1,498.15 
VNQ Vanguard Real Estate ETF
-0.54%
-$1.62 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$298.31 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$6,448.6 
IWM iShares Russell 2000 ETF
-0.47%
-$18,388.18 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$16,795.78 
PEP PepsiCo, Inc.
-0.46%
-$9,829.12 
DVY iShares Select Dividend ETF
-0.45%
-$7,664.91 
VGK Vanguard FTSE Europe ETF
-0.44%
-$20 
HD The Home Depot, Inc.
-0.42%
-$8,910.03 
AIG American International Group Inc.
-0.39%
-$11,607.64 
VGT Vanguard Information Technology ETF
-0.38%
-$1,296.88 
ABEV Ambev S.A.
-0.32%
-$163 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,640.04 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$3,795.54 
DWM WisdomTree International Equity Fund
-0.29%
-$902 
VTV Vanguard Value ETF
-0.27%
-$59 
EWD iShares MSCI Sweden ETF
-0.27%
-$795.06 
IWN iShares Russell 2000 Value ETF
-0.25%
-$26,535.99 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$285.6 
COST Costco Wholesale Corporation
-0.24%
-$6,178.72 
VB Vanguard Small-Cap ETF
-0.22%
-$6,898.77 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$45 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$870.94 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$9,162.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$0.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$231.23 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$8.52 
MUB iShares National Muni Bond ETF
-0.11%
-$12 
XLF Financial Select Sector SPDR Fund
-0.1%
-$830.52 
TIP iShares TIPS Bond ETF
-0.1%
-$170.5 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$127.5 
EWG iShares MSCI Germany ETF
-0.07%
-$1,321.83 
FXI iShares China Large-Cap ETF
-0.06%
-$1,458.46 
VO Vanguard Mid-Cap ETF
-0.05%
-$1.44 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$2,312.08 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,130.48 
UBER Uber Technologies, Inc.
-0.01%
-$37.29 Events
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Dividends
Dividend Analysis
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| Trades 1182 | Longs Won 749/1182 63% | Profit Factor 10.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $504,962.31 |
| Average Win $136,580.85 | Best Trade (Sep 08) $11.72M | Sharpe Ratio -9.96 |
| Average Loss -$22,474.05 | Worst Trade (Sep 11) -$548,130.48 | Z-Score 10.01 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 4d | Expectancy $78,314.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,110 | $2.16M | $3.74M | - | $1.58M | 72.84% | -7.354% |
| ABBV AbbVie Inc. | 3,022 | $407,154.06 | $758,340.68 | - | $351,186.62 | 86.25% | -2.513% |
| ABEV Ambev S.A. | 16,300 | $51,834 | $50,693 | - | -$1,141 | -2.2% | -0.321% |
| AIG American International Group Inc. | 37,444 | $2.14M | $2.94M | - | $803,899.16 | 37.59% | -0.393% |
| AMZN Amazon.com Inc | 125,026 | $21.29M | $33.95M | - | $12.66M | 59.48% | +15.321% |
| BAC Bank of America Corporation | 160,929 | $7.09M | $9.97M | - | $2.88M | 40.63% | +0.356% |
| BHC Bausch Health Companies Inc. | 17,900 | $96,660 | $123,331 | - | $26,671 | 27.59% | +14.262% |
| BMNG BMNG | 111,300 | $193.77 | $353.93 | - | $160.16 | 82.65% | 0.0 |
| BMY Bristol-Myers Squibb Company | 30,572 | $1.87M | $2M | - | $129,425.93 | 6.93% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 1,146 | $350,199.77 | $586,224.84 | - | $236,025.07 | 67.4% | +0.365% |
| C Citigroup Inc. | 58,640 | $3.52M | $7.77M | - | $4.25M | 120.81% | +0.098% |
| CAT Caterpillar Inc. | 12,801 | $4.7M | $10.43M | - | $5.73M | 121.98% | +0.701% |
| CLOV Clover Health Investments, Corp. | 30,000 | $44,651 | $125,100 | - | $80,449 | 180.17% | -3.917% |
| CLX The Clorox Company | 8,609 | $1.4M | $822,417.77 | - | -$582,058.25 | -41.44% | -1.241% |
| COST Costco Wholesale Corporation | 2,710 | $1.6M | $2.58M | - | $979,953.1 | 61.26% | -0.239% |
| DE Deere & Company | 686 | $241,317.42 | $406,571.61 | - | $165,254.19 | 68.48% | -1.134% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 580 | $25,125.6 | $31,146 | - | $6,020.4 | 23.96% | +0.187% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 2,856 | $93,848.16 | $116,010.72 | - | $22,162.56 | 23.62% | -0.246% |
| DGX Quest Diagnostics Inc. | 1,200 | $203,040 | $279,611.99 | - | $76,571.99 | 37.71% | -0.551% |
| DIS The Walt Disney Company | 3,389 | $471,020.81 | $325,987.91 | - | -$145,032.9 | -30.79% | +0.031% |
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FAQ
Which stocks have generated the highest profits for Ryan P. Sawyer?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $1.93M, NVIDIA Corporation - $1.49M, iShares MSCI Europe Financials ETF - $825,323.45, Citigroup Inc - $746,253.69, and Bank of America Corporation - $617,118.42. 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: Bausch Health Companies Inc - $264,303, Direxion Daily Small Cap Bull 3X Shares - $197,370.39, The Walt Disney Company - $182,709.96, PayPal Holdings Inc - $167,374.35, and ARK Innovation ETF Fund - $149,448.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan P. Sawyer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.16M earned over time. The largest contributors to dividend income include Bank of America Corporation - $715,691.04, iShares MSCI Europe Financials ETF - $628,193.79, Citigroup Inc - $606,308.87, Vanguard S&P 500 ETF - $518,082.63, and iShares Russell 2000 Value ETF - $456,861.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan P. Sawyer's monthly returns?
Ryan P. Sawyer'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 Ryan P. Sawyer's strategy be considered aggressive or moderate?
Ryan P. Sawyer'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 Ryan P. Sawyer's strategy?
Ryan P. Sawyer'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.
