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:
38.9%
Gain +0.41%
Monthly
0.97%
Yearly
12.29%
Drawdown
15.94%
$270.66M
Equity
Holdings
$270.66M
Investment
$211.23M
$74.13M
Profit +$952,335.76
Realized
$14.7M
Unrealized
$59.43M
Dividends
$17.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$952,335.76
Win %
76%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$1.69M
Win %
76%
This Month
Compared to last month
Gain
-0.79%
Profit
-$2.16M
Win %
76%
This Year
Compared to last year
Gain
8.02%
Profit
$20.1M
Win %
78%
TSEM Tower Semiconductor Ltd.
+9.97%
+$51,302.25 
MMM 3M Company
+9.45%
+$24,056 
AMAT Applied Materials, Inc.
+7.6%
+$31,999.94 
NVS Novartis AG Sponsored ADR
+3.62%
+$40,877.64 
TXN Texas Instruments Inc
+3.13%
+$48,298.82 
NVMI Nova Ltd.
+3.09%
+$10,128.65 
CHRD Chord Energy Corp
+3.08%
+$6,153.5 
SM SM Energy Company
+2.77%
+$7,274.65 
CAT Caterpillar Inc.
+2.59%
+$9,860.76 
XLK State Street Technology Select Sector SPDR ETF
+2.34%
+$13,363.78 
CGGO Capital Group Global Growth Equity ETF
+2.14%
+$213,623.89 
CNQ Canadian Natural Resources Limited
+1.95%
+$10,167.66 
KMDA Kamada Ltd.
+1.92%
+$1,717.38 
AEM Agnico Eagle Mines Limited
+1.89%
+$36,919.8 
DRS Leonardo DRS, Inc.
+1.83%
+$3,855.18 
AVGO Broadcom Inc.
+1.77%
+$10,632.9 
SU Suncor Energy Inc.
+1.57%
+$12,833.1 
XOM Exxon Mobil Corporation
+1.54%
+$13,222.46 
GLD SPDR Gold Shares
+1.52%
+$5,424.47 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$6,906.24 
SCHA Schwab U.S. Small-Cap ETF
+1.48%
+$7,353 
IWP iShares Russell Mid-Cap Growth ETF
+1.41%
+$10,114 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.33%
+$65,969.6 
SPHQ Invesco S&P 500 Quality ETF
+1.25%
+$148,658.64 
LLY Eli Lilly and Company
+1.23%
+$6,157.32 
ELV Elevance Health, Inc.
+1.22%
+$7,644.58 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$100,843.6 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.12%
+$13,296.92 
PSX Phillips 66
+1.1%
+$5,798.28 
JPM JPMorgan Chase & Co.
+1.08%
+$10,672.36 
SCHM Schwab U.S. Mid-Cap ETF
+1.08%
+$7,129.12 
NVDA NVIDIA Corporation
+1.06%
+$10,980.05 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+1.05%
+$85,279.41 
CSCO Cisco Systems, Inc.
+0.97%
+$7,845.24 
QGRO American Century U.S. Quality Growth ETF
+0.95%
+$88,736.61 
ROK Rockwell Automation, Inc.
+0.95%
+$3,031.88 
ACWI iShares MSCI ACWI ETF
+0.94%
+$4,223.86 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.9%
+$8,818.31 
VXF Vanguard Extended Market ETF
+0.85%
+$3,187.95 
COP ConocoPhillips
+0.84%
+$12,870.98 
VUG Vanguard Growth ETF
+0.77%
+$12,311.64 
CGDV Capital Group Dividend Value ETF
+0.75%
+$122,667.74 
SD SandRidge Energy Inc.
+0.73%
+$1,255.1 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.73%
+$15,129.3 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.7%
+$9,936.6 
SCHB Schwab U.S. Broad Market ETF
+0.65%
+$1,829.1 
ECF Ellsworth Growth and Income Fund Ltd.
+0.64%
+$1,501.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$5,683.86 
IVV iShares Core S&P 500 ETF
+0.64%
+$27,426.56 
IWB iShares Russell 1000 ETF
+0.62%
+$3,426.84 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$4,103.98 
JNJ Johnson & Johnson
+0.6%
+$4,210.47 
KRP Kimbell Royalty Partners, LP
+0.57%
+$1,191.28 
VB Vanguard Small-Cap ETF
+0.54%
+$39,658.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$2,088 
EXP Eagle Materials Inc.
+0.53%
+$2,920.03 
AVLV Avantis U.S. Large Cap Value ETF
+0.53%
+$9,719.52 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$3,717.54 
VO Vanguard Mid-Cap ETF
+0.5%
+$60,817.68 
DFAS Dimensional U.S. Small Cap ETF
+0.47%
+$39,466.42 
MDY SPDR S&P MidCap 400 ETF Trust
+0.39%
+$1,722.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.33%
+$5,377.36 
ABEV Ambev S.A.
+0.33%
+$100 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$2,278.62 
AAPL Apple Inc.
+0.23%
+$19,977.04 
DE Deere & Company
+0.21%
+$1,029.71 
CVX Chevron Corporation
+0.19%
+$1,684.75 
WTV WisdomTree U.S. Value Fund
+0.16%
+$13,612.07 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$9,066 
BKDV BNY Mellon Dynamic Value ETF
+0.09%
+$7,928.88 
REVS Columbia Research Enhanced Value ETF
+0.07%
+$1,216.26 
DGRO iShares Core Dividend Growth ETF
+0.05%
+$1,072.47 
GATX GATX Corporation
+0.04%
+$208 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$4,543.07 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$311.33 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$468.64 
CDNMF EGR Exploration Ltd.
0%
$0 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PGR Progressive Corporation
-2.79%
-$10,312.27 
SPGI S&P Global Inc.
-2.4%
-$5,332 
ALC Alcon Inc.
-2.14%
-$6,061.5 
TMO Thermo Fisher Scientific Inc.
-1.83%
-$8,206.92 
TJX The TJX Companies, Inc.
-1.77%
-$4,917.68 
WMT Walmart Inc.
-1.34%
-$11,872.5 
DG Dollar General Corporation
-1.31%
-$4,393.56 
ORI Old Republic International Corp.
-1.31%
-$11,676.09 
PG Procter & Gamble Co
-1.3%
-$5,620.18 
PEG Public Service Enterprise Group Incorporated
-1.28%
-$3,216.84 
AFL Aflac Inc.
-1.14%
-$11,247.85 
MCD McDonald's Corporation
-1.13%
-$3,853.53 
HD The Home Depot, Inc.
-1.1%
-$3,758.83 
GOOGL Alphabet Inc
-1.09%
-$11,202.01 
V Visa Inc. Class A
-1.06%
-$6,835.16 
BKH Black Hills Corporation
-1.01%
-$3,408 
MSI Motorola Solutions, Inc.
-1%
-$3,085.87 
COST Costco Wholesale Corporation
-0.96%
-$6,815.33 
TRV The Travelers Companies, Inc.
-0.94%
-$4,337.5 
AMZN Amazon.com Inc
-0.91%
-$12,859.61 
COF Capital One Financial Corporation
-0.83%
-$2,736 
INGR Ingredion Inc.
-0.69%
-$4,300.47 
MSFT Microsoft Corp.
-0.54%
-$11,655.88 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$1,970.36 
AXP American Express Company
-0.47%
-$2,084.15 
ABT Abbott Laboratories
-0.34%
-$1,126.65 
ET Energy Transfer L.P.
-0.27%
-$714.28 
CGCP Capital Group Core Plus Income ETF
-0.2%
-$28,574.24 
DHI D.R. Horton, Inc.
-0.18%
-$456.02 
COWZ Pacer US Cash Cows 100 ETF
-0.17%
-$381.7 
JBND JPMorgan Active Bond ETF
-0.16%
-$17,766.7 
PEP PepsiCo, Inc.
-0.15%
-$592.65 
VLO Valero Energy Corporation
-0.15%
-$1,926.24 
LADR Ladder Capital Corp.
-0.15%
-$650.36 
RY Royal Bank of Canada
-0.11%
-$1,062.2 
BNS Bank of Nova Scotia
-0.11%
-$824.6 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$12,795.73 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,052.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$244.8 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$143.99 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$193.05 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,468.76 Events
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Dividends
Dividend Analysis
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| Trades 1103 | Longs Won 842/1103 76% | Profit Factor 20.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $308,047.43 |
| Average Win $92,512.61 | Best Trade (Jul 22) $4.75M | Sharpe Ratio -11.14 |
| Average Loss -$14,426.2 | Worst Trade (Dec 30) -$344,489.96 | Z-Score 16.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $67,207.96 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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Returns
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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 - $2.35M, JPMorgan Ultra-Short Income ETF - $2.23M, iShares iBonds 2026 Term High Yield and Income ETF - $2.2M, and Apple Inc - $1.61M. 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 - $460,132.54, 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 - $74,437.72. 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 $17.97M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $2.36M, JPMorgan Ultra-Short Income ETF - $2.22M, iShares iBonds 2026 Term High Yield and Income ETF - $2.18M, JPMorgan Active Bond ETF - $1.08M, 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.
