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:
5.02%
Gain
Monthly
0.17%
Yearly
2.03%
Drawdown
33.44%
$196.28M
Equity
Holdings
$196.28M
Investment
$145.82M
$57.28M
Profit -$916,904.03
Realized
$6.81M
Unrealized
$50.47M
Dividends
$9.51M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$916,904.03
Win %
77%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.56M
Win %
77%
This Month
Compared to last month
Gain
-1.24%
Profit
-$2.46M
Win %
77%
This Year
Compared to last year
Gain
-1.26%
Profit
-$2.5M
Win %
77%
ABBV AbbVie Inc.
+3.17%
+$29,829.96 
AN AutoNation Inc.
+2.55%
+$8,727.6 
EWBC East West Bancorp Inc.
+2.27%
+$7,698 
MTB M&T Bank Corporation
+2.19%
+$13,670.72 
WMT Walmart Inc.
+1.88%
+$14,036.04 
V Visa Inc. Class A
+1.79%
+$3,911.59 
LLY Eli Lilly and Company
+1.72%
+$4,636.7 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.39%
+$82,302.55 
IBM International Business Machines Corporation
+1.21%
+$5,763.02 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.16%
+$137,298.77 
TXT Textron Inc.
+1.14%
+$6,587.22 
MSFT Microsoft Corp.
+1.11%
+$7,612.28 
HAS Hasbro Inc.
+1.04%
+$7,687.68 
AAPL Apple Inc.
+0.97%
+$15,441.07 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.67%
+$202,394.04 
AMZN Amazon.com Inc
+0.52%
+$3,080.88 
PNC The PNC Financial Services Group, Inc.
+0.46%
+$3,478.84 
GD General Dynamics Corporation
+0.4%
+$943.8 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.19%
+$10,899.45 
BLK BlackRock, Inc.
+0.18%
+$1,170.45 
CGNX Cognex Corporation
+0.13%
+$301.44 
GOOGL Alphabet Inc
+0.1%
+$1,078.55 
GOOG Alphabet Inc
+0.1%
+$316.82 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.06%
+$3,018.89 
SCHW Charles Schwab Corporation
+0.03%
+$238.07 
FLS Flowserve Corporation
+0.03%
+$193.98 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.02%
+$1,100.32 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MRVL Marvell Technology, Inc.
-9.05%
-$51,240.36 
AMD Advanced Micro Devices, Inc.
-5.46%
-$30,284.63 
VRT Vertiv Holdings Co
-4.83%
-$20,528.19 
ETN Eaton Corporation plc
-4.77%
-$30,956.64 
LRCX Lam Research Corporation
-4.56%
-$59,875.6 
P Everpure Inc.
-4.37%
-$10,912.47 
GS The Goldman Sachs Group, Inc.
-4.31%
-$38,720.2 
NXPI NXP Semiconductors N.V.
-3.76%
-$8,053.5 
ATI ATI Inc.
-3.58%
-$10,326.73 
AVGO Broadcom Inc.
-3.58%
-$125,187.92 
CRS Carpenter Technology Corporation
-3.15%
-$13,271.41 
NVDA NVIDIA Corporation
-2.77%
-$68,053.06 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.53%
-$365,506.57 
EBAY eBay Inc.
-1.28%
-$6,795.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$351,430.56 
CACI Caci International Inc.
-1.17%
-$2,447.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$220,983.95 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$5,110 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$6,027.39 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.54%
-$48,600.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$1,473.33 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
-0.2%
-$3,006.05 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.1%
-$2,503.9 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.08%
-$1,425.04 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$1,890.09 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.06%
-$3,131.79 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.06%
-$1,502.89 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$549.92 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$527.52 Events
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Dividends
Dividend Analysis
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| Trades 542 | Longs Won 396/542 73% | Profit Factor 63.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $455,026.23 |
| Average Win $146,974.58 | Best Trade (Jul 16) $5.91M | Sharpe Ratio -100.22 |
| Average Loss -$6,304.97 | Worst Trade (Sep 29) -$127,843.05 | Z-Score 8.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $105,685.25 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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