Ryan Sanford Portfolio
Invests via Elevation Capital Advisory LLC | Managed by Ryan Robert Sanford
Invests via Elevation Capital Advisory LLC
Managed by Ryan Robert Sanford
Automatically Tracked
Ryan Sanford Profile
With a diverse background in technology and entrepreneurship, Ryan Sanford has established himself as a notable leader in the startup ecosystem. His experience spans founding innovative companies that address real-world challenges, providing him with a deep understanding of market dynamics. He is particularly recognized for fostering strategic partnerships that enhance business scalability and drive operational efficiency. In addition to his entrepreneurial endeavors, Sanford actively participates in mentorship programs aimed at empowering aspiring founders within the tech community. His reputation as an industry thought leader allows him to influence emerging trends while navigating complex investment landscapes.
With a diverse background in technology and entrepreneurship, Ryan Sanford has established himself as a notable leader in the startup ecosystem. His experience spans founding innovative companies that address real-world challenges, providing him with a deep understanding of market dynamics. He is particularly recognized for fostering strategic partnerships that enhance business scalability and drive operational efficiency. In addition to his entrepreneurial endeavors, Sanford actively participates in mentorship programs aimed at empowering aspiring founders within the tech community. His reputation as an industry thought leader allows him to influence emerging trends while navigating complex investment landscapes.
Investment Philosophy & Strategy
Ryan Sanford approaches investment opportunities with a sharp focus on innovation and scalability. His track record in founding tech-driven startups equips him with unique insights into emerging market needs, enabling him to identify high-potential ventures that disrupt conventional paradigms. Emphasizing operational efficiency, he evaluates companies based on their ability to adapt and scale rapidly within dynamic environments. This founder-centric mindset not only drives his investing decisions but also shapes strategic partnerships that amplify growth trajectories. By combining entrepreneurial experience with a keen eye for transformative technology, he positions himself as a catalyst for successful investments that resonate well beyond initial outcomes.
Ryan Sanford approaches investment opportunities with a sharp focus on innovation and scalability. His track record in founding tech-driven startups equips him with unique insights into emerging market needs, enabling him to identify high-potential ventures that disrupt conventional paradigms. Emphasizing operational efficiency, he evaluates companies based on their ability to adapt and scale rapidly within dynamic environments. This founder-centric mindset not only drives his investing decisions but also shapes strategic partnerships that amplify growth trajectories. By combining entrepreneurial experience with a keen eye for transformative technology, he positions himself as a catalyst for successful investments that resonate well beyond initial outcomes.
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:
34.62%
Gain -0.66%
Monthly
0.22%
Yearly
2.68%
Drawdown
26.58%
$253.7M
Equity
Holdings
$253.7M
Investment
$246.67M
$33.46M
Profit -$1.67M
Realized
$26.43M
Unrealized
$7.03M
Dividends
$18.17M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$1.67M
Win %
69%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.67M
Win %
69%
This Month
Compared to last month
Gain
-1.1%
Profit
-$2.81M
Win %
69%
This Year
Compared to last year
Gain
-3.88%
Profit
-$9.98M
Win %
70%
MOAT VanEck Morningstar Wide Moat Fund
+1.27%
+$16,960.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$8,595.62 
SPGP Invesco S&P 500 GARP ETF
+0.64%
+$62,526.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$7,456.9 
LVHI Franklin International Low Volatility High Dividend ETF
+0.35%
+$5,058.3 
JQUA JPMorgan U.S. Quality Factor ETF
+0.28%
+$7,237.23 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.24%
+$17,475.66 
BAB Invesco Taxable Municipal Bond ETF
+0.12%
+$8,592.6 
QGRO American Century U.S. Quality Growth ETF
+0.02%
+$91.47 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$178.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$591.42 
SHV iShares Short Treasury Bond ETF
+0.01%
+$41.83 
XMMO Invesco S&P MidCap Momentum ETF
-3.06%
-$74,330.25 
PWB Invesco Large Cap Growth ETF
-2.86%
-$79,513.41 
SPMO Invesco S&P 500 Momentum ETF
-2.77%
-$128,437.38 
MTUM iShares MSCI USA Momentum Factor ETF
-2.38%
-$218,963.5 
XNTK SPDR NYSE Technology ETF
-1.98%
-$26,240.5 
FDMO Fidelity Momentum Factor ETF
-1.81%
-$217,782.18 
FCVT First Trust SSI Strategic Convertible Securities ETF
-1.69%
-$4,399.99 
CWB SPDR Bloomberg Convertible Securities ETF
-1.39%
-$73,267.48 
ILCG iShares Morningstar Growth ETF
-1.32%
-$65,088.55 
ICVT iShares Convertible Bond ETF
-1.28%
-$29,826.34 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.28%
-$60,764.8 
AMZN Amazon.com Inc
-1.26%
-$3,304.8 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.26%
-$10,194.08 
FBCG Fidelity Blue Chip Growth Fund
-1.15%
-$15,362.98 
SPHQ Invesco S&P 500 Quality ETF
-0.91%
-$90,257.86 
VONG Vanguard Russell 1000 Growth Fund
-0.87%
-$20,425.51 
IWY iShares Russell Top 200 Growth ETF
-0.84%
-$119,649.27 
NULG Nuveen ESG Large-Cap Growth ETF
-0.83%
-$20,381.68 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.82%
-$1,835.82 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$73,256.4 
IUSG iShares Core S&P U.S. Growth ETF
-0.74%
-$9,406.6 
FEX First Trust Large Cap Core Fund A
-0.72%
-$83,553.41 
VOOG Vanguard S&P 500 Growth ETF
-0.72%
-$53,154.91 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.7%
-$27,126.05 
XLG Invesco S&P 500 Top 50 ETF
-0.67%
-$8,855.7 
AVUS Avantis U.S. Equity ETF
-0.6%
-$38,780.82 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.55%
-$7,214.68 
FDVV Fidelity High Dividend ETF
-0.51%
-$21,024.64 
IWL iShares Russell Top 200 ETF
-0.49%
-$7,274.3 
VOO Vanguard S&P 500 ETF
-0.46%
-$18,724.3 
IYY iShares Dow Jones U.S. ETF
-0.45%
-$32,132.62 
OEF iShares S&P 100 ETF
-0.43%
-$36,713.11 
LRGF iShares U.S. Equity Factor ETF
-0.42%
-$5,804.04 
VUG Vanguard Growth ETF
-0.36%
-$30,314.92 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$17,810.64 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$8,267.08 
AOK iShares Core Conservative Allocation ETF
-0.32%
-$38,009.53 
IYLD iShares Morningstar Multi-Asset Income ETF
-0.26%
-$3,462.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.16%
-$2,179.84 
HISF First Trust High Income Strategic Focus Fund
-0.15%
-$314.4 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.14%
-$10,998.92 
FQAL Fidelity Quality Factor ETF
-0.13%
-$1,083.94 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
-0.11%
-$1,429.87 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$339.24 
TMFC Motley Fool 100 Index ETF
-0.1%
-$2,839.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$4,061.1 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$483.56 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$346.06 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$959.8 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$176.3 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.01%
-$195.78 Events
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Dividends
Dividend Analysis
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| Trades 529 | Longs Won 345/529 65% | Profit Factor 2.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $523,173.75 |
| Average Win $193,010.27 | Best Trade (Jun 29) $3.23M | Sharpe Ratio -10.7 |
| Average Loss -$180,038.97 | Worst Trade (Jun 29) -$6.24M | Z-Score -3.79 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 3d | Expectancy $63,254.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,408 | 1,268 | 1,127 | 986 | 845 | 704 | 563 | 423 | 282 | 141 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 1,020 | $224,156.8 | $258,610.8 | - | $34,454 | 15.37% | -1.262% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 274,973 | $8.04M | $7.83M | - | -$211,729.21 | -2.63% | -0.14% |
| AOK iShares Core Conservative Allocation ETF | 292,381 | $11.96M | $11.91M | - | -$54,212.44 | -0.45% | -0.318% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 18,986 | $1.22M | $1.31M | - | $87,905.18 | 7.2% | -0.548% |
| AVUS Avantis U.S. Equity ETF | 49,719 | $6.37M | $6.41M | - | $39,277.91 | 0.62% | -0.602% |
| BAB Invesco Taxable Municipal Bond ETF | 286,420 | $7.72M | $7.45M | - | -$274,963.2 | -3.56% | +0.116% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 118,285 | $10.84M | $10.82M | - | -$16,559.9 | -0.15% | +0.005% |
| CWB SPDR Bloomberg Convertible Securities ETF | 51,236 | $5.31M | $5.19M | - | -$127,009.48 | -2.39% | -1.393% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 13,624 | $1.2M | $1.34M | - | $144,959.36 | 12.11% | -0.162% |
| FBCG Fidelity Blue Chip Growth Fund | 21,638 | $1.34M | $1.32M | - | -$23,369.08 | -1.74% | -1.151% |
| FCVT First Trust SSI Strategic Convertible Securities ETF | 5,260 | $282,856.5 | $255,320.4 | - | -$27,536.1 | -9.74% | -1.694% |
| FDMO Fidelity Momentum Factor ETF | 127,358 | $12.55M | $11.84M | - | -$713,204.8 | -5.68% | -1.806% |
| FDVV Fidelity High Dividend ETF | 65,702 | $3.65M | $4.13M | - | $480,337.64 | 13.16% | -0.506% |
| FEX First Trust Large Cap Core Fund A | 84,534 | $10.94M | $11.44M | - | $496,442.01 | 4.54% | -0.725% |
| FQAL Fidelity Quality Factor ETF | 9,854 | $801,731.29 | $823,400.24 | - | $21,668.95 | 2.7% | -0.131% |
| HISF First Trust High Income Strategic Focus Fund | 4,800 | $212,400 | $207,576 | - | -$4,824 | -2.27% | -0.151% |
| HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | 57,195 | $1.29M | $1.29M | - | $4,003.65 | 0.31% | -0.111% |
| ICVT iShares Convertible Bond ETF | 20,429 | $2.23M | $2.3M | - | $76,946.14 | 3.46% | -1.279% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 17,303 | $906,850.23 | $891,277.53 | - | -$15,572.7 | -1.72% | -0.039% |
| ILCG iShares Morningstar Growth ETF | 43,105 | $4.15M | $4.88M | - | $728,041.66 | 17.54% | -1.317% |
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FAQ
Which stocks have generated the highest profits for Ryan Sanford?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Quality ETF - $3.78M, SPDR S&P 1500 Value Tilt ETF - $3.73M, iShares Core S&P U.S. Growth ETF - $3.09M, iShares MSCI World ETF - $2.97M, and Invesco QQQ Trust, Series 1 - $2.64M. 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: Renaissance IPO ETF - $6.23M, First Trust International Equity Opportunities Fund - $4.2M, First Trust US Equity Opportunities ETF - $3.45M, Fidelity Corporate Bond ETF - $781,068.05, and iShares Russell 1000 Growth ETF - $773,149.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Sanford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.17M earned over time. The largest contributors to dividend income include First Trust Preferred Securities and Income ETF - $1.51M, SPDR SSgA Income Allocation ETF - $1.19M, Mindful Conservative ETF - $1.13M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.13M, and SPDR S&P 1500 Value Tilt ETF - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Sanford's monthly returns?
Ryan Sanford'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 Sanford's strategy be considered aggressive or moderate?
Ryan Sanford's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Ryan Sanford's strategy?
Ryan Sanford'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.
