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:
56.59%
Gain -0.75%
Monthly
1.21%
Yearly
15.5%
Drawdown
17.85%
$197.56M
Equity
Holdings
$197.56M
Investment
$145.82M
$58.13M
Profit -$1.12M
Realized
$6.39M
Unrealized
$51.74M
Dividends
$9.68M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$1.12M
Win %
76%
This Week
Compared To Last Week
Gain
0.46%
Profit
$897,575.97
Win %
76%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.12M
Win %
76%
This Year
Compared to last year
Gain
-0.62%
Profit
-$1.23M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$84,210.7 
ETN Eaton Corporation plc
+7.32%
+$44,531.63 
GOOG Alphabet Inc
+6.88%
+$19,937.96 
GOOGL Alphabet Inc
+6.73%
+$65,500.05 
VRT Vertiv Holdings Co
+6.18%
+$19,641.73 
CACI Caci International Inc.
+4.27%
+$9,037.2 
CGNX Cognex Corporation
+4.18%
+$9,872.16 
CRS Carpenter Technology Corporation
+3.17%
+$11,643.49 
ATI ATI Inc.
+3.05%
+$8,243.53 
MSFT Microsoft Corp.
+3.02%
+$23,617.06 
NVDA NVIDIA Corporation
+2.93%
+$65,973.42 
P Everpure Inc.
+2.81%
+$7,452.53 
MRVL Marvell Technology, Inc.
+2.32%
+$11,697.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$407,561.83 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$5,548 
FLS Flowserve Corporation
+0.89%
+$6,498.33 
SCHW Charles Schwab Corporation
+0.87%
+$6,189.82 
IBM International Business Machines Corporation
+0.86%
+$4,316.55 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$168,695.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,594.82 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,478.81 
EBAY eBay Inc.
+0.43%
+$2,312.32 
AVGO Broadcom Inc.
+0.37%
+$12,767.04 
GD General Dynamics Corporation
+0.32%
+$783.24 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.15%
+$8,050.36 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$8,175.75 
WMT Walmart Inc.
+0.09%
+$664.91 
EWBC East West Bancorp Inc.
+0.07%
+$230.94 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1,099.84 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$119,436.92 
NXPI NXP Semiconductors N.V.
-6.53%
-$12,272 
ABBV AbbVie Inc.
-2.51%
-$24,935.38 
TXT Textron Inc.
-2.1%
-$11,935.23 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,692.78 
LRCX Lam Research Corporation
-1.58%
-$18,405.24 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$12,992.73 
AN AutoNation Inc.
-1.05%
-$3,780 
BLK BlackRock, Inc.
-0.73%
-$4,612.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$146,283.91 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,047.91 
HAS Hasbro Inc.
-0.62%
-$5,399.68 
LLY Eli Lilly and Company
-0.53%
-$1,428.29 
MTB M&T Bank Corporation
-0.29%
-$1,784.26 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$14,532.6 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$6,009.36 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$26,331.27 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
-0.16%
-$2,404.84 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$8,351.44 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$49,363.91 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$3,506.76 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.13%
-$6,601.89 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$3,150.15 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.12%
-$2,105.97 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$7,476.93 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$1,055.04 
V Visa Inc. Class A
-0.04%
-$86.23 Events
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Dividends
Dividend Analysis
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| Trades 542 | Longs Won 397/542 73% | Profit Factor 34.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $474,856.43 |
| Average Win $150,751.07 | Best Trade (Aug 17) $6.44M | Sharpe Ratio -10.89 |
| Average Loss -$11,833.26 | Worst Trade (Sep 01) -$130,866.39 | Z-Score 8.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $107,255.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,871 | $950,473.2 | $1.5M | - | $554,227.41 | 58.31% | -7.354% |
| ABBV AbbVie Inc. | 3,854 | $536,762.01 | $967,122.76 | - | $430,360.75 | 80.18% | -2.513% |
| AMD Advanced Micro Devices, Inc. | 1,049 | $224,053.08 | $499,481.34 | - | $275,428.26 | 122.93% | -1.904% |
| AMZN Amazon.com Inc | 2,334 | $304,041.6 | $633,867.7 | - | $329,826.1 | 108.48% | +15.321% |
| AN AutoNation Inc. | 1,680 | $283,282.31 | $356,831.98 | - | $73,549.67 | 25.96% | -1.048% |
| ASML ASML Holding N.V. New York Registry Shares | 579 | $419,139.51 | $943,191 | - | $524,051.49 | 125.03% | -1.359% |
| ATI ATI Inc. | 1,488 | $216,444 | $278,910.72 | - | $62,466.72 | 28.86% | +3.046% |
| AVGO Broadcom Inc. | 8,866 | $793,848.09 | $3.45M | - | $2.66M | 334.76% | +0.371% |
| BLK BlackRock, Inc. | 578 | $554,637.68 | $630,245.43 | - | $75,607.75 | 13.63% | -0.727% |
| CACI Caci International Inc. | 443 | $212,375.03 | $220,503.25 | - | $8,128.22 | 3.83% | +4.274% |
| CGNX Cognex Corporation | 3,768 | $246,464.88 | $245,824.32 | - | -$640.56 | -0.26% | +4.184% |
| CRS Carpenter Technology Corporation | 730 | $229,833 | $379,351.78 | - | $149,518.78 | 65.06% | +3.167% |
| EBAY eBay Inc. | 4,719 | $331,206.25 | $538,013.2 | - | $206,806.95 | 62.44% | +0.432% |
| ETN Eaton Corporation plc | 1,573 | $592,565.93 | $653,109.62 | - | $60,543.69 | 10.22% | +7.317% |
| EWBC East West Bancorp Inc. | 2,566 | $218,000.93 | $336,146 | - | $118,145.07 | 54.19% | +0.069% |
| FLS Flowserve Corporation | 9,699 | $511,545.54 | $737,027.01 | - | $225,481.47 | 44.08% | +0.89% |
| GD General Dynamics Corporation | 642 | $218,853.08 | $246,155.65 | - | $27,302.57 | 12.48% | +0.319% |
| GOOG Alphabet Inc | 868 | $211,401 | $309,572.19 | - | $98,171.19 | 46.44% | +6.884% |
| GOOGL Alphabet Inc | 2,915 | $360,836.36 | $1.04M | - | $677,282.59 | 187.7% | +6.734% |
| GS The Goldman Sachs Group, Inc. | 779 | $459,111.45 | $793,318.02 | - | $334,206.57 | 72.79% | -0.632% |
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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 - $3.5M, SPDR Portfolio S&P 500 Value ETF - $1.45M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.31M, SPDR S&P 400 Mid Cap Value ETF - $1.1M, and SPDR S&P 600 Small Cap Value ETF - $826,927.86. 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 - $120,670.65, 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 $9.68M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.29M, SPDR Portfolio S&P 500 Value ETF - $1.16M, iShares iBonds 2025 Term High Yield and Income ETF - $695,381.54, iShares iBonds 2030 High Yield & Income ETF - $658,012.53, and SPDR S&P 400 Mid Cap Value ETF - $642,424.96. 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.
