Ryan Westerbeck Portfolio
Invests via Brian Low Financial Group LLC | Managed by Ryan Westerbeck
Invests via Brian Low Financial Group LLC
Managed by Ryan Westerbeck
Automatically Tracked
Growth-stage software and marketplace investor with hands-on operating experience, Ryan Westerbeck is an active angel investor and advisor to early-stage founders. Leans toward SaaS, developer tools, and fintech; profiles deals assessing unit economics, go-to-market scale and founder-market fit; frequently participates in seed and Series A rounds and advises on GTM, metrics and hiring; based in U.S., engages with venture funds and syndicates.
Growth-stage software and marketplace investor with hands-on operating experience, Ryan Westerbeck is an active angel investor and advisor to early-stage founders. Leans toward SaaS, developer tools, and fintech; profiles deals assessing unit economics, go-to-market scale and founder-market fit; frequently participates in seed and Series A rounds and advises on GTM, metrics and hiring; based in U.S., engages with venture funds and syndicates.
Investment Philosophy & Strategy
Prefers hands-on, growth-stage investing in SaaS, developer tools and fintech where product-led scale and repeatable unit economics are visible. Allocates modest, concentrated checks into seed and Series A rounds to secure board/advisor influence and accelerate go-to-market execution. Evaluates opportunities through founder-market fit, defensible technical differentiation, and clear paths to 3x–10x ARR expansion; prioritizes capital-efficient growth and metrics-driven hiring. Time horizon is multi-year with active operational support to derisk product-market fit, refine GTM motions and optimize unit economics. Risk discipline centers on staging capital against key milestones and syndicating with specialist funds and angels.
Prefers hands-on, growth-stage investing in SaaS, developer tools and fintech where product-led scale and repeatable unit economics are visible. Allocates modest, concentrated checks into seed and Series A rounds to secure board/advisor influence and accelerate go-to-market execution. Evaluates opportunities through founder-market fit, defensible technical differentiation, and clear paths to 3x–10x ARR expansion; prioritizes capital-efficient growth and metrics-driven hiring. Time horizon is multi-year with active operational support to derisk product-market fit, refine GTM motions and optimize unit economics. Risk discipline centers on staging capital against key milestones and syndicating with specialist funds and angels.
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:
1.78%
Gain
Monthly
0.14%
Yearly
1.7%
Drawdown
18.02%
$157.04M
Equity
Holdings
$157.04M
Investment
$136.67M
$22.29M
Profit -$348,428.31
Realized
$1.92M
Unrealized
$20.37M
Dividends
$2.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$348,428.31
Win %
71%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$974,437.15
Win %
71%
This Month
Compared to last month
Gain
-0.12%
Profit
-$189,639.46
Win %
71%
This Year
Compared to last year
Gain
8.16%
Profit
$11.85M
Win %
72%
TRV The Travelers Companies, Inc.
+7.74%
+$21,966 
VFF Village Farms International Inc.
+4.17%
+$3,680 
ORCL Oracle Corporation
+2.68%
+$45,346.35 
GE General Electric Company
+2.54%
+$6,785.87 
XOM Exxon Mobil Corporation
+1.7%
+$119,379.4 
ETN Eaton Corporation plc
+1.52%
+$3,823.32 
CNQ Canadian Natural Resources Limited
+1.49%
+$10,474.24 
XBI SPDR S&P Biotech ETF
+1.47%
+$16,244.55 
CVX Chevron Corporation
+1.4%
+$4,232.25 
JNJ Johnson & Johnson
+1.37%
+$3,618.36 
ALB Albemarle Corporation
+1.31%
+$6,295.7 
ABBV AbbVie Inc.
+1.23%
+$23,983.51 
RTX RTX Corporation
+1.08%
+$20,819.4 
GLD SPDR Gold Shares
+1.03%
+$4,571.52 
GLDM SPDR Gold MiniShares Trust
+1%
+$2,186.72 
PM Philip Morris International Inc.
+0.96%
+$20,392.55 
EMR Emerson Electric Co.
+0.95%
+$13,912.8 
LLY Eli Lilly and Company
+0.79%
+$18,620.8 
STM STMicroelectronics N.V.
+0.77%
+$27,925.92 
NEU NewMarket Corporation
+0.74%
+$3,197.7 
LNG Cheniere Energy Inc.
+0.66%
+$1,568.63 
DKS Dick's Sporting Goods, Inc.
+0.61%
+$6,279.18 
PWR Quanta Services Inc.
+0.56%
+$1,888.7 
FCX Freeport-McMoRan Inc.
+0.48%
+$7,505.12 
UNP Union Pacific Corporation
+0.43%
+$6,242.48 
SYY Sysco Corporation
+0.42%
+$1,245.8 
OKE ONEOK, Inc.
+0.33%
+$796.39 
JPM JPMorgan Chase & Co.
+0.3%
+$6,884.05 
COR Cencora, Inc.
+0.29%
+$4,314.65 
DLR Digital Realty Trust, Inc.
+0.29%
+$2,824 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$388.03 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$1,561.12 
VTV Vanguard Value ETF
+0.09%
+$803.6 
VZ Verizon Communications Inc.
+0.09%
+$189.07 
EMLP First Trust North American Energy Infrastructure Fund
+0.09%
+$674.2 
MBB iShares MBS ETF
+0.07%
+$2,026.18 
IEI iShares 3-7 Year Treasury Bond ETF
+0.06%
+$948.28 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$1,199.12 
SHV iShares Short Treasury Bond ETF
+0.04%
+$394.32 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MPLX MPLX LP
0%
$0 
SWP
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.42%
-$15,086.16 
META Meta Platforms Inc Class A
-3.16%
-$69,975.58 
IBM International Business Machines Corporation
-3.08%
-$65,782.4 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.85%
-$81,388.73 
UBER Uber Technologies, Inc.
-2.71%
-$8,785.71 
TSLA Tesla, Inc.
-2.16%
-$14,415.7 
BKNG Booking Holdings Inc.
-2.15%
-$10,408.12 
MSFT Microsoft Corp.
-2.11%
-$126,363.93 
GOOGL Alphabet Inc
-2.11%
-$94,218.21 
DAL Delta Air Lines, Inc.
-2.09%
-$21,175.19 
PSEC Prospect Capital Corporation
-1.95%
-$1,834.01 
CCJ Cameco Corporation
-1.92%
-$13,041.84 
TOL Toll Brothers Inc
-1.9%
-$33,190.48 
ITB iShares U.S. Home Construction ETF
-1.84%
-$13,357.8 
URI United Rentals, Inc.
-1.84%
-$31,582.76 
KRE SPDR S&P Regional Banking ETF
-1.73%
-$13,476.9 
EWJ iShares MSCI Japan ETF
-1.64%
-$14,435.96 
AXP American Express Company
-1.59%
-$27,666.8 
PLTR Palantir Technologies Inc.
-1.38%
-$3,055.98 
ABNB Airbnb, Inc.
-1.33%
-$3,614.24 
IPAC iShares Core MSCI Pacific ETF
-1.29%
-$3,281.76 
SMH VanEck Semiconductor ETF
-1.26%
-$18,025.33 
BDX Becton, Dickinson and Company
-1.24%
-$10,088.1 
NVDA NVIDIA Corporation
-1.23%
-$32,899.21 
GS The Goldman Sachs Group, Inc.
-1.2%
-$22,151.87 
BX Blackstone Inc.
-1.19%
-$22,302.01 
HD The Home Depot, Inc.
-1.17%
-$3,361.7 
CRM Salesforce Inc
-1.16%
-$9,501.27 
VUG Vanguard Growth ETF
-1.16%
-$11,818.8 
C Citigroup Inc.
-1.13%
-$19,884.05 
AMGN Amgen Inc.
-1.05%
-$3,992.09 
BKR Baker Hughes Company
-1.03%
-$12,143.43 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$2,571.08 
TM Toyota Motor Corporation
-0.95%
-$10,412.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.91%
-$4,191.19 
FLS Flowserve Corporation
-0.87%
-$11,562.6 
BLK BlackRock, Inc.
-0.84%
-$13,160.08 
PNC The PNC Financial Services Group, Inc.
-0.78%
-$13,238.83 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$1,993.07 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.68%
-$5,255.89 
MDT Medtronic plc
-0.67%
-$9,290.4 
IVV iShares Core S&P 500 ETF
-0.65%
-$1,828.85 
VOO Vanguard S&P 500 ETF
-0.65%
-$3,306.35 
AMZN Amazon.com Inc
-0.64%
-$7,588.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$1,832.3 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$6,551.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.62%
-$1,482 
SCHW Charles Schwab Corporation
-0.61%
-$1,976.31 
ESTA Establishment Labs Holdings Inc.
-0.58%
-$2,480.16 
AVGO Broadcom Inc.
-0.52%
-$18,730.6 
AAPL Apple Inc.
-0.46%
-$31,363.89 
IWM iShares Russell 2000 ETF
-0.44%
-$7,217.6 
EFA iShares MSCI EAFE ETF
-0.43%
-$15,791.85 
AZN AstraZeneca PLC American Depositary Shares
-0.42%
-$6,550.83 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.42%
-$1,359.93 
PLD Prologis Inc.
-0.41%
-$9,652.64 
UPS United Parcel Service, Inc.
-0.4%
-$6,004.25 
VBK Vanguard Small-Cap Growth ETF
-0.38%
-$1,108.27 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.34%
-$1,547.68 
VRTX Vertex Pharmaceuticals Incorporated
-0.34%
-$884.41 
WMT Walmart Inc.
-0.34%
-$2,878.6 
T AT&T Inc.
-0.3%
-$617.7 
ETR Entergy Corporation
-0.29%
-$2,740.65 
PG Procter & Gamble Co
-0.28%
-$666.5 
DRI Darden Restaurants, Inc.
-0.27%
-$3,030.5 
DGRO iShares Core Dividend Growth ETF
-0.25%
-$1,193.79 
SO The Southern Company
-0.2%
-$460.75 
PID Invesco International Dividend Achievers ETF
-0.17%
-$3,972.63 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$573.48 
AEP American Electric Power Company, Inc.
-0.12%
-$368.8 
NEE NextEra Energy, Inc.
-0.09%
-$1,335.6 
TJX The TJX Companies, Inc.
-0.07%
-$1,150 
SCHV Schwab U.S. Large-Cap Value ETF
-0.04%
-$123.27 Events
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Dividends
Dividend Analysis
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| Trades 415 | Longs Won 288/415 69% | Profit Factor 5.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $217,743.64 |
| Average Win $95,241.13 | Best Trade (Jul 13) $2.2M | Sharpe Ratio -63.29 |
| Average Loss -$40,479.96 | Worst Trade (Jul 10) -$1.09M | Z-Score 5.47 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $53,707.21 |
| 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 | 3,876 | 3,488 | 3,101 | 2,713 | 2,326 | 1,938 | 1,550 | 1,163 | 775 | 388 |
Hover over the desired column for a detailed explanation.
Returns
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