RPR
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:
29.19%
Gain 0%
Monthly
0.73%
Yearly
9.07%
Drawdown
12.33%
$273.16M
Equity
Holdings
$273.16M
Investment
$212.89M
$75.61M
Profit +$8,741.33
Realized
$14.58M
Unrealized
$61.03M
Dividends
$17.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$8,741.33
Win %
77%
This Week
Compared To Last Week
Gain
0.003%
Profit
$8,741.33
Win %
77%
This Month
Compared to last month
Gain
-0.02%
Profit
-$56,828.32
Win %
77%
This Year
Compared to last year
Gain
5.18%
Profit
$13.6M
Win %
79%
NVMI Nova Ltd.
+4.19%
+$17,736.5 
NTR Nutrien Ltd.
+3.14%
+$10,516.3 
AEM Agnico Eagle Mines Limited
+3.09%
+$69,832.94 
AMAT Applied Materials, Inc.
+2.64%
+$11,702.6 
BKH Black Hills Corporation
+2.4%
+$7,815.68 
JPM JPMorgan Chase & Co.
+2.31%
+$21,024.87 
AXP American Express Company
+2.18%
+$8,673.61 
ECF Ellsworth Growth and Income Fund Ltd.
+1.93%
+$4,693 
TSEM Tower Semiconductor Ltd.
+1.77%
+$10,373.72 
ET Energy Transfer L.P.
+1.65%
+$4,025.97 
BNS Bank of Nova Scotia
+1.57%
+$11,284 
DE Deere & Company
+1.55%
+$7,522.81 
COF Capital One Financial Corporation
+1.48%
+$4,304.01 
CAT Caterpillar Inc.
+1.44%
+$5,706.54 
COP ConocoPhillips
+1.4%
+$21,385.62 
GATX GATX Corporation
+1.36%
+$6,110.03 
TXN Texas Instruments Inc
+1.35%
+$21,852.67 
SPGI S&P Global Inc.
+1.35%
+$2,762.72 
VLO Valero Energy Corporation
+1.2%
+$12,319.91 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$2,974.36 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$5,882.4 
AFL Aflac Inc.
+1.16%
+$10,731.15 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$3,846.61 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$7,414.29 
JNJ Johnson & Johnson
+1.07%
+$7,129.78 
V Visa Inc. Class A
+1.05%
+$5,992 
REVS Columbia Research Enhanced Value ETF
+1.04%
+$17,247.83 
BKDV BNY Mellon Dynamic Value ETF
+1.03%
+$89,860.9 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$123,414.72 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$84,125.79 
VO Vanguard Mid-Cap ETF
+0.97%
+$118,256.14 
ORI Old Republic International Corp.
+0.94%
+$7,573.68 
ABEV Ambev S.A.
+0.93%
+$300 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$86,126.55 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$5,161.11 
PG Procter & Gamble Co
+0.86%
+$3,679.19 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$11,414.67 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$1,804.4 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.82%
+$16,901.2 
WTV WisdomTree U.S. Value Fund
+0.82%
+$67,259.64 
QGRO American Century U.S. Quality Growth ETF
+0.8%
+$74,554.96 
PSX Phillips 66
+0.76%
+$3,418.17 
CVX Chevron Corporation
+0.75%
+$6,551.95 
HD The Home Depot, Inc.
+0.73%
+$2,444.26 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$13,161.85 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$5,282.83 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,716.1 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$3,178.51 
VB Vanguard Small-Cap ETF
+0.7%
+$51,219.59 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$15,933.84 
INGR Ingredion Inc.
+0.68%
+$4,179.33 
COST Costco Wholesale Corporation
+0.68%
+$5,034.94 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$9,194.85 
CGDV Capital Group Dividend Value ETF
+0.66%
+$107,544.32 
CNI Canadian National Railway Company
+0.6%
+$2,788.17 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,759.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,280 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$5,762.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$5,003.74 
IVV iShares Core S&P 500 ETF
+0.55%
+$23,615.79 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,638.87 
GOOGL Alphabet Inc
+0.53%
+$5,579.11 
IWB iShares Russell 1000 ETF
+0.52%
+$2,845.43 
ALC Alcon Inc.
+0.51%
+$1,373.94 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$8,194.11 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,384.18 
MSI Motorola Solutions, Inc.
+0.46%
+$1,423.09 
WMT Walmart Inc.
+0.45%
+$4,274.11 
VXF Vanguard Extended Market ETF
+0.44%
+$1,669.5 
PGR Progressive Corporation
+0.42%
+$1,478.17 
ACWI iShares MSCI ACWI ETF
+0.41%
+$1,857.92 
DG Dollar General Corporation
+0.4%
+$1,232.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$20,298.34 
ROK Rockwell Automation, Inc.
+0.38%
+$1,212.75 
PEP PepsiCo, Inc.
+0.38%
+$1,523.88 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$28,426.47 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$33,258.81 
LADR Ladder Capital Corp.
+0.3%
+$1,300.71 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$3,506.88 
XOM Exxon Mobil Corporation
+0.28%
+$2,367.25 
MMM 3M Company
+0.26%
+$656.02 
TRV The Travelers Companies, Inc.
+0.18%
+$700 
VUG Vanguard Growth ETF
+0.18%
+$2,798.1 
NVDA NVIDIA Corporation
+0.16%
+$1,634.24 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$1,683.68 
RY Royal Bank of Canada
+0.14%
+$1,220.35 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.13%
+$410.82 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,012.72 
MSFT Microsoft Corp.
+0.1%
+$2,143.55 
GLD SPDR Gold Shares
+0.06%
+$214.06 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$416 
TJX The TJX Companies, Inc.
+0.04%
+$124.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$937.28 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$2,820.8 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$210.36 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$128.7 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,937.51 
MCD McDonald's Corporation
+0.01%
+$51.05 
ANTM Anthem Inc
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
KMDA Kamada Ltd.
0%
$0 
SDRDW Sandridge Energy, Inc.
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$12,214.13 
DRS Leonardo DRS, Inc.
-2.33%
-$5,505.36 
ABT Abbott Laboratories
-1.64%
-$4,731.93 
AAPL Apple Inc.
-1.52%
-$121,482 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$5,397.28 
AMZN Amazon.com Inc
-1.23%
-$16,768.34 
AVGO Broadcom Inc.
-0.91%
-$5,554.5 
EXP Eagle Materials Inc.
-0.83%
-$4,939.48 
CSCO Cisco Systems, Inc.
-0.6%
-$5,352.37 
KRP Kimbell Royalty Partners, LP
-0.59%
-$1,261.35 
NVS Novartis AG Sponsored ADR
-0.55%
-$6,410.65 
SM SM Energy Company
-0.42%
-$1,093.3 
SU Suncor Energy Inc.
-0.32%
-$2,619 
CNQ Canadian Natural Resources Limited
-0.31%
-$1,664.88 
DHI D.R. Horton, Inc.
-0.22%
-$596.35 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$217.6 
JBND JPMorgan Active Bond ETF
-0.07%
-$8,360.8 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$6,349.83 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$5,118.29 
OAS Oasis Petroleum Inc
-0.01%
-$15.48 Events
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Dividends
Dividend Analysis
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| Trades 1103 | Longs Won 852/1103 77% | Profit Factor 25.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $306,199.16 |
| Average Win $92,653.54 | Best Trade (Jun 14) $4.61M | Sharpe Ratio -8.01 |
| Average Loss -$12,486.85 | Worst Trade (Dec 30) -$344,489.96 | Z-Score 17.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $68,553.75 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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