Ryan P. Ruggaard Portfolio
Invests via Ruggaard & Associates LLC | Managed by Ryan P. Ruggaard
Invests via Ruggaard & Associates LLC
Managed by Ryan P. Ruggaard
Automatically Tracked
Ryan P. Ruggaard Profile
Ryan P. Ruggaard is a distinguished entrepreneur and investor known for his role in founding and developing innovative startups within the technology sector. With a proven track record in scaling businesses, he has demonstrated exceptional leadership in navigating early-stage challenges to build sustainable companies that meet market demands. His expertise extends to various domains, including fintech and software development, where he leverages his background to foster growth and strategic partnerships. By actively engaging with emerging technologies, Ruggaard remains at the forefront of entrepreneurial endeavors that drive economic advancement.
Ryan P. Ruggaard is a distinguished entrepreneur and investor known for his role in founding and developing innovative startups within the technology sector. With a proven track record in scaling businesses, he has demonstrated exceptional leadership in navigating early-stage challenges to build sustainable companies that meet market demands. His expertise extends to various domains, including fintech and software development, where he leverages his background to foster growth and strategic partnerships. By actively engaging with emerging technologies, Ruggaard remains at the forefront of entrepreneurial endeavors that drive economic advancement.
Investment Philosophy & Strategy
Growth opportunities within technology sectors captivate Ryan P. Ruggaard, driving his investment decisions and entrepreneurial spirit. His hands-on experience in founding startups shapes an acute focus on innovative solutions that resonate with market needs. A penchant for scalability underlines his approach, enabling businesses to adapt rapidly in competitive landscapes. By strategically collaborating with partners and stakeholders, he enhances operational effectiveness while maintaining a sharp eye on disruptive trends. This blend of strategic foresight and practical know-how positions him uniquely to champion ventures that promise sustainable advancement.
Growth opportunities within technology sectors captivate Ryan P. Ruggaard, driving his investment decisions and entrepreneurial spirit. His hands-on experience in founding startups shapes an acute focus on innovative solutions that resonate with market needs. A penchant for scalability underlines his approach, enabling businesses to adapt rapidly in competitive landscapes. By strategically collaborating with partners and stakeholders, he enhances operational effectiveness while maintaining a sharp eye on disruptive trends. This blend of strategic foresight and practical know-how positions him uniquely to champion ventures that promise sustainable advancement.
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:
44.3%
Gain -0.3%
Monthly
0.97%
Yearly
12.29%
Drawdown
15.97%
$277.4M
Equity
Holdings
$277.4M
Investment
$216.05M
$77.27M
Profit -$704,074.27
Realized
$15.92M
Unrealized
$61.35M
Dividends
$18.42M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$704,074.27
Win %
75%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$704,074.27
Win %
75%
This Month
Compared to last month
Gain
-0.95%
Profit
-$2.67M
Win %
75%
This Year
Compared to last year
Gain
0.25%
Profit
$737,268.42
Win %
76%
KMDA Kamada Ltd.
+4.86%
+$4,851 
DG Dollar General Corporation
+3.87%
+$14,262.38 
GOOGL Alphabet Inc
+3.08%
+$27,154.44 
GOOG Alphabet Inc
+2.97%
+$6,238.64 
FIGR Figure Technology Solutions Inc Cl A
+2.81%
+$47,786.76 
SM SM Energy Company
+2.62%
+$8,610.02 
ALC Alcon Inc.
+2.51%
+$6,687.86 
SYK Stryker Corporation
+2.45%
+$8,296.35 
ZVIA Zevia PBC
+2.38%
+$510 
MSI Motorola Solutions, Inc.
+2.3%
+$8,040 
MSFT Microsoft Corp.
+2.27%
+$60,050.65 
WMT Walmart Inc.
+2.27%
+$18,941.85 
LLY Eli Lilly and Company
+2.04%
+$9,919.92 
MCD McDonald's Corporation
+1.96%
+$5,451.04 
NVS Novartis AG Sponsored ADR
+1.65%
+$17,311.4 
COST Costco Wholesale Corporation
+1.58%
+$10,841.04 
AFL Aflac Inc.
+1.5%
+$13,751.77 
ELV Elevance Health, Inc.
+1.43%
+$9,864 
PGR Progressive Corporation
+1.4%
+$5,286.56 
LMT Lockheed Martin Corporation
+1.14%
+$2,792.66 
V Visa Inc. Class A
+1.05%
+$6,448.54 
HD The Home Depot, Inc.
+1%
+$2,376.22 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$4,019.8 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$2,255.5 
AXP American Express Company
+0.89%
+$3,484.8 
ABT Abbott Laboratories
+0.87%
+$2,215.21 
ORI Old Republic International Corp.
+0.83%
+$7,161.76 
ABEV Ambev S.A.
+0.83%
+$250 
TRV The Travelers Companies, Inc.
+0.7%
+$4,008.94 
DE Deere & Company
+0.69%
+$3,647.05 
JNJ Johnson & Johnson
+0.58%
+$4,294.74 
AAPL Apple Inc.
+0.54%
+$46,108.87 
PG Procter & Gamble Co
+0.52%
+$2,187.24 
CNQ Canadian Natural Resources Limited
+0.45%
+$2,827.57 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$3,417.93 
REVS Columbia Research Enhanced Value ETF
+0.29%
+$5,154.96 
WTV WisdomTree U.S. Value Fund
+0.2%
+$17,818.77 
QGRO American Century U.S. Quality Growth ETF
+0.16%
+$15,552.76 
TJX The TJX Companies, Inc.
+0.12%
+$218.25 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.11%
+$13,146.58 
SU Suncor Energy Inc.
+0.1%
+$926.45 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$8,465.8 
LADR Ladder Capital Corp.
+0.05%
+$228.78 
PEP PepsiCo, Inc.
+0.04%
+$170.91 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.04%
+$179.47 
JBND JPMorgan Active Bond ETF
+0.04%
+$4,268.1 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$223.05 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$259.6 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$380.28 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
NVMI Nova Ltd.
-10.09%
-$28,402.64 
TSEM Tower Semiconductor Ltd.
-9.32%
-$44,257.71 
AMAT Applied Materials, Inc.
-6.73%
-$23,293.33 
SOXX iShares Semiconductor ETF
-5.37%
-$9,754.98 
AVGO Broadcom Inc.
-4.79%
-$18,116.71 
CAT Caterpillar Inc.
-4.15%
-$11,182.71 
NVDA NVIDIA Corporation
-2.85%
-$32,459.62 
BAER Bridger Aerospace Group Holdings, Inc.
-2.4%
-$748.87 
FCX Freeport-McMoRan Inc.
-2.33%
-$5,304.27 
VLO Valero Energy Corporation
-2.24%
-$32,419.8 
ROK Rockwell Automation, Inc.
-2.17%
-$6,444.91 
PEG Public Service Enterprise Group Incorporated
-2.04%
-$4,784.84 
TXN Texas Instruments Inc
-1.96%
-$29,107.5 
INGR Ingredion Inc.
-1.82%
-$11,633.31 
JPM JPMorgan Chase & Co.
-1.72%
-$17,855.15 
MMM 3M Company
-1.71%
-$4,512 
CSCO Cisco Systems, Inc.
-1.65%
-$13,564.2 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$9,153.72 
AEM Agnico Eagle Mines Limited
-1.48%
-$41,841.36 
GLD SPDR Gold Shares
-1.35%
-$5,239.6 
CGGO Capital Group Global Growth Equity ETF
-1.31%
-$139,725.08 
GATX GATX Corporation
-1.24%
-$5,616.6 
AMZN Amazon.com Inc
-1.22%
-$20,133.68 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$11,435.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$66,189.89 
PSX Phillips 66
-1.1%
-$6,446.44 
EXP Eagle Materials Inc.
-0.96%
-$4,562.14 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$4,779.45 
CVX Chevron Corporation
-0.94%
-$9,613.82 
MBWM Mercantile Bank Corporation
-0.92%
-$2,262.9 
SD SandRidge Energy Inc.
-0.92%
-$1,695.73 
ECF Ellsworth Growth and Income Fund Ltd.
-0.92%
-$2,158.78 
XOM Exxon Mobil Corporation
-0.85%
-$8,199.14 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$5,703.3 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$98,160.34 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$6,065.46 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.83%
-$16,679.88 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$3,426.67 
BKH Black Hills Corporation
-0.81%
-$2,757.32 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$10,798.78 
KRP Kimbell Royalty Partners, LP
-0.7%
-$1,749.83 
ACWI iShares MSCI ACWI ETF
-0.67%
-$3,135.24 
COP ConocoPhillips
-0.66%
-$11,672.7 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$54,073.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$4,524 
COF Capital One Financial Corporation
-0.6%
-$2,016 
ET Energy Transfer L.P.
-0.58%
-$1,623.37 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$2,629.08 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.55%
-$7,649.8 
CGDV Capital Group Dividend Value ETF
-0.55%
-$90,128.16 
RY Royal Bank of Canada
-0.46%
-$4,248.75 
VO Vanguard Mid-Cap ETF
-0.43%
-$53,389.7 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$31,699.05 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$1,349.19 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$989.49 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,352.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,667.52 
IVV iShares Core S&P 500 ETF
-0.32%
-$15,886.75 
IWB iShares Russell 1000 ETF
-0.32%
-$1,846.8 
DRS Leonardo DRS, Inc.
-0.32%
-$573.97 
VB Vanguard Small-Cap ETF
-0.32%
-$22,772.22 
VXF Vanguard Extended Market ETF
-0.32%
-$1,187.98 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$24,882.46 
BNS Bank of Nova Scotia
-0.25%
-$2,004.55 
BKDV BNY Mellon Dynamic Value ETF
-0.22%
-$19,783.64 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$3,255.04 
VUG Vanguard Growth ETF
-0.16%
-$2,674.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$2,037.57 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,236.8 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$293.57 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$5,287.17 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$685.52 Events
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Dividends
Dividend Analysis
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| Trades 1196 | Longs Won 902/1196 75% | Profit Factor 17.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,816.46 |
| Average Win $90,754.2 | Best Trade (Aug 18) $5.08M | Sharpe Ratio -11.07 |
| Average Loss -$15,597.79 | Worst Trade (Sep 14) -$504,900.25 | Z-Score 14.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $64,610.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,759 | $4.62M | $8.61M | - | $3.99M | 86.35% | +0.539% |
| ABEV Ambev S.A. | 10,000 | $28,200 | $30,450 | - | $2,250 | 7.98% | +0.828% |
| ABT Abbott Laboratories | 2,489 | $297,906.88 | $255,968.76 | - | -$41,938.12 | -14.08% | +0.873% |
| ACWI iShares MSCI ACWI ETF | 2,903 | $273,743.58 | $462,070.51 | - | $188,326.93 | 68.8% | -0.674% |
| AEM Agnico Eagle Mines Limited | 14,088 | $861,945.01 | $2.78M | - | $1.92M | 222.62% | -1.482% |
| AFL Aflac Inc. | 7,949 | $512,869.48 | $930,112.49 | - | $417,243.01 | 81.35% | +1.501% |
| ALC Alcon Inc. | 4,041 | $291,676.7 | $273,515.08 | - | -$18,161.62 | -6.23% | +2.506% |
| AMAT Applied Materials, Inc. | 758 | $194,798.19 | $322,726.08 | - | $127,927.89 | 65.67% | -6.732% |
| AMZN Amazon.com Inc | 6,412 | $888,942.33 | $1.63M | - | $737,397.35 | 82.95% | -1.223% |
| AVGO Broadcom Inc. | 1,046 | $213,168.7 | $360,524.82 | - | $147,356.12 | 69.13% | -4.785% |
| AVLV Avantis U.S. Large Cap Value ETF | 20,344 | $1.33M | $1.9M | - | $565,236.6 | 42.36% | -0.171% |
| AXP American Express Company | 1,210 | $212,231.95 | $396,359.7 | - | $184,127.75 | 86.76% | +0.887% |
| BAER Bridger Aerospace Group Holdings, Inc. | 29,955 | $53,919 | $30,404.32 | - | -$23,514.68 | -43.61% | -2.404% |
| BKDV BNY Mellon Dynamic Value ETF | 264,134 | $7.67M | $9.09M | - | $1.43M | 18.63% | -0.217% |
| BKH Black Hills Corporation | 4,754 | $262,624.63 | $336,202.88 | - | $73,578.25 | 28.02% | -0.813% |
| BNS Bank of Nova Scotia | 8,530 | $431,130.3 | $795,123.95 | - | $363,993.65 | 84.43% | -0.251% |
| BRK-B Berkshire Hathaway Inc. | 796 | $256,070.96 | $410,274.32 | - | $154,203.36 | 60.22% | +0.989% |
| CAT Caterpillar Inc. | 329 | $157,057.82 | $258,126.82 | - | $101,069 | 64.35% | -4.152% |
| CDNMF EGR Exploration Ltd. | 4,302 | $316.09 | $430.2 | - | $114.11 | 36.1% | 0.0 |
| CGCP Capital Group Core Plus Income ETF | 613,503 | $13.9M | $13.29M | - | -$614,366.12 | -4.42% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Ryan P. Ruggaard?
The largest contributions to the portfolio's profits come from the following stocks: American Century U.S. Quality Growth ETF - $2.81M, Capital Group Core Plus Income ETF - $2.39M, JPMorgan Ultra-Short Income ETF - $2.33M, iShares iBonds 2026 Term High Yield and Income ETF - $2.28M, and Apple Inc - $1.77M. 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: Dollar General Corporation - $461,547.95, Civitas Resources Inc - $298,777.04, Pfizer Inc - $223,047.71, Schwab U.S. Dividend Equity ETF - $86,583.89, and Diageo plc Sponsored ADR - $76,986.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan P. Ruggaard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.42M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $2.41M, JPMorgan Ultra-Short Income ETF - $2.32M, iShares iBonds 2026 Term High Yield and Income ETF - $2.27M, JPMorgan Active Bond ETF - $1.17M, and iShares iBonds Dec 2025 Term Corporate ETF - $678,730.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan P. Ruggaard's monthly returns?
Ryan P. Ruggaard's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Ryan P. Ruggaard's strategy be considered aggressive or moderate?
Ryan P. Ruggaard's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ryan P. Ruggaard's strategy?
Ryan P. Ruggaard's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
