Michael Ryan Portfolio
Invests via Michael S. Ryan, Inc. | Managed by Michael Ryan
Invests via Michael S. Ryan, Inc.
Managed by Michael Ryan
Automatically Tracked
Michael Ryan Profile
Senior investment professional with multi-decade experience across private equity, credit and direct investing, focused on mid-market control and growth equity opportunities. Michael Ryan combines operating and portfolio-management experience with capital-raising and board-level oversight, advising on sourcing, due diligence and value creation. Known for structuring complex deals and aligning incentives between sponsors and management, often active in industrials, software and services sectors.
Senior investment professional with multi-decade experience across private equity, credit and direct investing, focused on mid-market control and growth equity opportunities. Michael Ryan combines operating and portfolio-management experience with capital-raising and board-level oversight, advising on sourcing, due diligence and value creation. Known for structuring complex deals and aligning incentives between sponsors and management, often active in industrials, software and services sectors.
Investment Philosophy & Strategy
Targets mid‑market control and growth equity opportunities, blending private equity and credit tools to structure proprietary, incentive‑aligned deals. Prioritizes hands‑on value creation via operational playbooks, board engagement and add‑on M&A in industrials, software and services. Employs disciplined underwriting, conservative leverage, and staged capital deployment to balance downside protection with multi‑year growth orientation and alignment between sponsors and management.
Targets mid‑market control and growth equity opportunities, blending private equity and credit tools to structure proprietary, incentive‑aligned deals. Prioritizes hands‑on value creation via operational playbooks, board engagement and add‑on M&A in industrials, software and services. Employs disciplined underwriting, conservative leverage, and staged capital deployment to balance downside protection with multi‑year growth orientation and alignment between sponsors and management.
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:
57.65%
Gain -0.1%
Monthly
1.09%
Yearly
13.88%
Drawdown
17.85%
$195.86M
Equity
Holdings
$195.86M
Investment
$148.76M
$54.12M
Profit -$163,454.33
Realized
$7.02M
Unrealized
$47.1M
Dividends
$10.31M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$163,454.33
Win %
67%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$3.08M
Win %
67%
This Month
Compared to last month
Gain
-0.44%
Profit
-$865,025.63
Win %
67%
This Year
Compared to last year
Gain
-1.16%
Profit
-$2.3M
Win %
68%
EBAY eBay Inc.
+5.39%
+$39,538.8 
LLY Eli Lilly and Company
+5.23%
+$16,252.68 
AN AutoNation Inc.
+4.85%
+$14,691.56 
HAS Hasbro Inc.
+3.39%
+$29,451.6 
BLK BlackRock, Inc.
+2.73%
+$17,854.7 
WMT Walmart Inc.
+2.34%
+$14,788.03 
IBM International Business Machines Corporation
+2.21%
+$8,183.81 
V Visa Inc. Class A
+2.16%
+$6,650.72 
ABBV AbbVie Inc.
+1.9%
+$21,440.84 
TXT Textron Inc.
+1.44%
+$6,913.32 
MTB M&T Bank Corporation
+1.16%
+$6,515.96 
MSFT Microsoft Corp.
+1.14%
+$10,780.32 
EWBC East West Bancorp Inc.
+1.01%
+$3,395.7 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.93%
+$51,971.65 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.8%
+$90,887.76 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
+0.67%
+$12,020.96 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
+0.64%
+$13,128.19 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.58%
+$181,826.94 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.55%
+$13,871.66 
GD General Dynamics Corporation
+0.54%
+$1,258.2 
CACI Caci International Inc.
+0.5%
+$1,431 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.49%
+$12,310.68 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.46%
+$23,482.03 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.41%
+$21,426.79 
AAPL Apple Inc.
+0.33%
+$5,600.25 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.32%
+$8,398 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.22%
+$11,970.85 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$3,240.42 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.12%
+$6,189.06 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$1,803.47 
GS The Goldman Sachs Group, Inc.
+0.06%
+$405.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$10,988.08 
GOOGL Alphabet Inc
+0.01%
+$146.65 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKLB Rocket Lab Corporation
-11.29%
-$21,217.28 
P Everpure Inc.
-7.6%
-$33,275.97 
VRT Vertiv Holdings Co
-6.62%
-$22,627.08 
LRCX Lam Research Corporation
-5.2%
-$58,805.08 
CGNX Cognex Corporation
-4.38%
-$11,573.09 
AMD Advanced Micro Devices, Inc.
-4.36%
-$26,127.87 
MRVL Marvell Technology, Inc.
-4.24%
-$29,158.41 
ETN Eaton Corporation plc
-2.55%
-$18,134.3 
AVGO Broadcom Inc.
-2.5%
-$76,779.56 
NVDA NVIDIA Corporation
-2.36%
-$71,069.55 
SCHW Charles Schwab Corporation
-2.35%
-$15,846.87 
CRS Carpenter Technology Corporation
-1.68%
-$4,753.1 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.04%
-$229,278.22 
ATI ATI Inc.
-0.76%
-$2,280.52 
ASML ASML Holding N.V. New York Registry Shares
-0.72%
-$7,122.11 
MGK Vanguard Mega Cap Growth ETF
-0.68%
-$3,679.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.59%
-$177,274.8 
AMZN Amazon.com Inc
-0.53%
-$3,273.73 
FLS Flowserve Corporation
-0.26%
-$1,775.52 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.2%
-$17,373.34 
PNC The PNC Financial Services Group, Inc.
-0.15%
-$985.28 
GOOG Alphabet Inc
-0.09%
-$274.2 Events
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Dividends
Dividend Analysis
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| Trades 594 | Longs Won 408/594 68% | Profit Factor 22.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $432,955.38 |
| Average Win $138,805.33 | Best Trade (Oct 15) $6.21M | Sharpe Ratio -110.26 |
| Average Loss -$13,525.33 | Worst Trade (Oct 14) -$208,028.27 | Z-Score 4.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $91,105.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,978 | $986,106.35 | $1.71M | - | $726,748.78 | 73.7% | +0.328% |
| ABBV AbbVie Inc. | 3,989 | $572,076.68 | $1.15M | - | $580,165.91 | 101.41% | +1.896% |
| AMD Advanced Micro Devices, Inc. | 1,051 | $225,276.6 | $573,803.96 | - | $348,527.36 | 154.71% | -4.355% |
| AMZN Amazon.com Inc | 2,434 | $328,956.6 | $615,156.99 | - | $286,200.39 | 87% | -0.529% |
| AN AutoNation Inc. | 1,976 | $333,486.87 | $317,395 | - | -$16,091.87 | -4.83% | +4.853% |
| ASML ASML Holding N.V. New York Registry Shares | 599 | $455,372.9 | $981,227.89 | - | $525,854.99 | 115.48% | -0.721% |
| ATI ATI Inc. | 1,606 | $238,793.17 | $299,390.52 | - | $60,597.35 | 25.38% | -0.756% |
| AVGO Broadcom Inc. | 8,866 | $793,848.09 | $2.99M | - | $2.2M | 277.03% | -2.501% |
| BLK BlackRock, Inc. | 610 | $588,502.97 | $672,866.6 | - | $84,363.63 | 14.34% | +2.726% |
| CACI Caci International Inc. | 477 | $233,084.74 | $289,543.77 | - | $56,459.03 | 24.22% | +0.497% |
| CGNX Cognex Corporation | 4,613 | $297,714.05 | $252,613.42 | - | -$45,100.63 | -15.15% | -4.381% |
| CRS Carpenter Technology Corporation | 745 | $235,665.3 | $278,145.75 | - | $42,480.45 | 18.03% | -1.68% |
| EBAY eBay Inc. | 6,276 | $496,326.15 | $773,077.68 | - | $276,751.53 | 55.76% | +5.39% |
| ETN Eaton Corporation plc | 1,737 | $663,038.34 | $692,038.17 | - | $28,999.83 | 4.37% | -2.554% |
| EWBC East West Bancorp Inc. | 2,695 | $233,987.88 | $339,192.7 | - | $105,204.82 | 44.96% | +1.011% |
| FLS Flowserve Corporation | 9,864 | $523,610.35 | $690,677.28 | - | $167,066.93 | 31.91% | -0.256% |
| GD General Dynamics Corporation | 699 | $239,373.08 | $235,185.54 | - | -$4,187.54 | -1.75% | +0.538% |
| GOOG Alphabet Inc | 868 | $211,401 | $298,014 | - | $86,613 | 40.97% | -0.092% |
| GOOGL Alphabet Inc | 2,933 | $367,029.8 | $1.02M | - | $652,744.97 | 177.85% | +0.014% |
| GS The Goldman Sachs Group, Inc. | 780 | $460,011.81 | $685,807.2 | - | $225,795.39 | 49.08% | +0.059% |
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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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FAQ
Which stocks have generated the highest profits for Michael Ryan?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $3.59M, SPDR Portfolio S&P 500 Value ETF - $1.58M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.37M, SPDR S&P 400 Mid Cap Value ETF - $1.15M, and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $1.14M. 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: Marvell Technology, Inc - $120,502.59, Merck & Co., Inc - $98,249.75, Xylem Inc - $73,051.08, Microchip Technology Incorporated - $58,912.18, and Chart Industries Inc - $53,358.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Ryan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.31M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.34M, SPDR Portfolio S&P 500 Value ETF - $1.3M, iShares iBonds 2025 Term High Yield and Income ETF - $695,381.54, SPDR S&P 400 Mid Cap Value ETF - $691,451.28, and iShares iBonds 2030 High Yield & Income ETF - $687,205.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Ryan's monthly returns?
Michael Ryan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Ryan's strategy be considered aggressive or moderate?
Michael Ryan'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 Michael Ryan's strategy?
Michael Ryan'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.
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