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:
23.59%
Gain -0.93%
Monthly
1.52%
Yearly
19.85%
Drawdown
8.19%
$171.83M
Equity
Holdings
$171.83M
Investment
$153.87M
$26.02M
Profit -$1.32M
Realized
$8.06M
Unrealized
$17.96M
Dividends
$2.51M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$1.32M
Win %
70%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$1.32M
Win %
70%
This Month
Compared to last month
Gain
1.38%
Profit
$2.35M
Win %
70%
This Year
Compared to last year
Gain
2.06%
Profit
$3.48M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$173,220.03 
OXSQ Oxford Square Capital Corp.
+7.64%
+$13,860 
ETN Eaton Corporation plc
+7.32%
+$18,543.05 
GOOGL Alphabet Inc
+6.73%
+$275,774.31 
META Meta Platforms Inc Class A
+3.28%
+$93,792.35 
MSFT Microsoft Corp.
+3.02%
+$229,919.05 
NVDA NVIDIA Corporation
+2.93%
+$82,972.11 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$19,383.42 
CVX Chevron Corporation
+2.35%
+$7,733.72 
OKE ONEOK, Inc.
+1.95%
+$4,470.06 
ORCL Oracle Corporation
+1.81%
+$38,722.53 
MPLX MPLX LP
+1.46%
+$3,971.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$6,417.81 
PWR Quanta Services Inc.
+1.43%
+$5,083.97 
GE General Electric Company
+1.42%
+$3,400.28 
AMAT Applied Materials, Inc.
+1.18%
+$2,277.41 
VUG Vanguard Growth ETF
+1.1%
+$10,744.29 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,964.76 
URI United Rentals, Inc.
+0.99%
+$21,461.99 
BKR Baker Hughes Company
+0.98%
+$13,218.95 
UNP Union Pacific Corporation
+0.92%
+$15,494.07 
IBM International Business Machines Corporation
+0.86%
+$22,237.9 
CNQ Canadian Natural Resources Limited
+0.85%
+$8,814.4 
GEV GE Vernova Inc.
+0.85%
+$1,462.56 
EMR Emerson Electric Co.
+0.79%
+$15,046.31 
ECC Eagle Point Credit Company Inc.
+0.78%
+$1,440 
TSLA Tesla, Inc.
+0.76%
+$3,209.57 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,830.63 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,170.24 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,363.15 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,170.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,711 
PLTR Palantir Technologies Inc.
+0.65%
+$1,538.4 
SYY Sysco Corporation
+0.63%
+$1,913.83 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$5,248.46 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.53%
+$4,382.4 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$9,255.56 
RTX RTX Corporation
+0.39%
+$9,000.6 
AVGO Broadcom Inc.
+0.37%
+$15,703.2 
PG Procter & Gamble Co
+0.37%
+$822.03 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,218.3 
SMH VanEck Semiconductor ETF
+0.3%
+$4,174.46 
JPM JPMorgan Chase & Co.
+0.27%
+$7,363.02 
SO The Southern Company
+0.21%
+$539.4 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$1,643.82 
JNJ Johnson & Johnson
+0.21%
+$559.15 
BDX Becton, Dickinson and Company
+0.1%
+$1,508.07 
C Citigroup Inc.
+0.1%
+$1,879.01 
WMT Walmart Inc.
+0.09%
+$2,037.14 
AEP American Electric Power Company, Inc.
+0.06%
+$161.35 
SHV iShares Short Treasury Bond ETF
+0.03%
+$332.88 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 SWP
SWP
0%
$0 
AAPL Apple Inc.
-7.35%
-$545,373.84 
VFF Village Farms International Inc.
-3.52%
-$3,220 
XBI SPDR S&P Biotech ETF
-2.94%
-$32,618.61 
ABBV AbbVie Inc.
-2.51%
-$56,728.96 
DLR Digital Realty Trust, Inc.
-2.42%
-$42,137.41 
CCJ Cameco Corporation
-2.1%
-$24,738.2 
DKS Dick's Sporting Goods, Inc.
-2%
-$23,108 
NFLX Netflix, Inc.
-2%
-$4,566.88 
NEU NewMarket Corporation
-1.95%
-$9,458.49 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,617.93 
TPB Turning Point Brands Inc.
-1.84%
-$21,865.23 
DRI Darden Restaurants, Inc.
-1.64%
-$23,218.11 
GLD SPDR Gold Shares
-1.49%
-$6,103.31 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$3,246.32 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,859.67 
DAL Delta Air Lines, Inc.
-1.3%
-$22,334.15 
FCX Freeport-McMoRan Inc.
-1.28%
-$23,543.46 
STM STMicroelectronics N.V.
-1.26%
-$2,462.92 
TJX The TJX Companies, Inc.
-1.21%
-$24,024.83 
PNNT PennantPark Investment Corporation
-1.2%
-$560 
NEE NextEra Energy, Inc.
-1.15%
-$21,036.28 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$4,157.73 
PLD Prologis Inc.
-1.08%
-$29,010.38 
ESTA Establishment Labs Holdings Inc.
-1.01%
-$4,100.28 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$18,210.4 
XOM Exxon Mobil Corporation
-0.97%
-$72,320.04 
EWJ iShares MSCI Japan ETF
-0.96%
-$8,892 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$2,384.8 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,493.2 
PSEC Prospect Capital Corporation
-0.93%
-$1,106.12 
PID Invesco International Dividend Achievers ETF
-0.9%
-$22,817.97 
PGR Progressive Corporation
-0.87%
-$12,709.38 
RRR Red Rock Resorts Inc.
-0.76%
-$12,619.46 
BLK BlackRock, Inc.
-0.73%
-$12,408.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,423.59 
AMGN Amgen Inc.
-0.64%
-$2,551.93 
GS The Goldman Sachs Group, Inc.
-0.63%
-$11,871.34 
EFA iShares MSCI EAFE ETF
-0.62%
-$24,596.88 
PM Philip Morris International Inc.
-0.61%
-$15,509.79 
LLY Eli Lilly and Company
-0.53%
-$15,778.62 
IWM iShares Russell 2000 ETF
-0.47%
-$8,011.9 
TRV The Travelers Companies, Inc.
-0.43%
-$1,369.2 
HD The Home Depot, Inc.
-0.42%
-$1,128.7 
MBB iShares MBS ETF
-0.4%
-$12,827.53 
ETR Entergy Corporation
-0.38%
-$3,393.56 
AXP American Express Company
-0.38%
-$7,158.93 
MDT Medtronic plc
-0.37%
-$6,346.56 
ABNB Airbnb, Inc.
-0.37%
-$1,049.44 
COR Cencora, Inc.
-0.28%
-$5,221.69 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,367.07 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$756.25 
VTV Vanguard Value ETF
-0.27%
-$2,313.35 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$739.71 
BX Blackstone Inc.
-0.25%
-$5,045.87 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$538.08 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$441.6 
BKNG Booking Holdings Inc.
-0.18%
-$2,856.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$2,208.16 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$2,589.6 
ALB Albemarle Corporation
-0.1%
-$480 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,786.44 
UBER Uber Technologies, Inc.
-0.01%
-$44.47 Events
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Dividends
Dividend Analysis
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| Trades 523 | Longs Won 362/523 69% | Profit Factor 5.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $206,714.37 |
| Average Win $85,844.17 | Best Trade (Jun 29) $2.77M | Sharpe Ratio -9.92 |
| Average Loss -$32,762.11 | Worst Trade (Aug 02) -$611,378.7 | Z-Score 6.74 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $49,755.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,236 | 4,712 | 4,188 | 3,665 | 3,141 | 2,618 | 2,094 | 1,571 | 1,047 | 524 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,242 | $4.92M | $6.87M | - | $1.95M | 39.6% | -7.354% |
| ABBV AbbVie Inc. | 8,768 | $1.81M | $2.2M | - | $387,566.64 | 21.38% | -2.513% |
| ABNB Airbnb, Inc. | 1,874 | $237,152.99 | $283,948.48 | - | $46,795.49 | 19.73% | -0.368% |
| AEP American Electric Power Company, Inc. | 2,305 | $239,167 | $294,694.25 | - | $55,527.25 | 23.22% | +0.055% |
| ALB Albemarle Corporation | 4,000 | $250,680.2 | $470,560 | - | $219,879.8 | 87.71% | -0.102% |
| AMAT Applied Materials, Inc. | 386 | $279,078 | $195,960.62 | - | -$83,117.38 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 608 | $353,193 | $289,499.19 | - | -$63,693.81 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 1,029 | $288,347.4 | $396,329.64 | - | $107,982.24 | 37.45% | -0.64% |
| AMZN Amazon.com Inc | 4,801 | $1.05M | $1.3M | - | $254,035.3 | 24.2% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 172 | $235,874.74 | $280,188 | - | $44,313.26 | 18.79% | -1.359% |
| AVGO Broadcom Inc. | 10,905 | $3.25M | $4.25M | - | $995,064.86 | 30.62% | +0.371% |
| AXP American Express Company | 5,637 | $1.83M | $1.9M | - | $69,717.21 | 3.82% | -0.376% |
| AZN AstraZeneca PLC American Depositary Shares | 10,712 | $2.1M | $1.82M | - | -$283,657.26 | -13.5% | -0.992% |
| BDX Becton, Dickinson and Company | 8,871 | $1.37M | $1.47M | - | $96,706.12 | 7.05% | +0.103% |
| BKNG Booking Holdings Inc. | 8,402 | $1.47M | $1.62M | - | $148,969.44 | 10.12% | -0.176% |
| BKR Baker Hughes Company | 22,405 | $912,843.71 | $1.36M | - | $442,434.74 | 48.47% | +0.985% |
| BLK BlackRock, Inc. | 1,555 | $1.64M | $1.7M | - | $53,076.32 | 3.23% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 655 | $319,789.6 | $335,058.7 | - | $15,269.1 | 4.77% | +0.365% |
| BX Blackstone Inc. | 15,768 | $2.16M | $2.01M | - | -$144,864.07 | -6.71% | -0.25% |
| C Citigroup Inc. | 14,455 | $1.37M | $1.91M | - | $548,868.55 | 40.19% | +0.098% |
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FAQ
Which stocks have generated the highest profits for Ryan Westerbeck?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $3.21M, STMicroelectronics N.V - $2.48M, Flowserve Corporation - $416,024.38, AZN - $363,838.94, and Alphabet Inc - $231,853.07. 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: Salesforce Inc - $138,226.45, Nike, Inc. - Class B - $133,034.92, Global X Cybersecurity ETF - $85,728.54, Roper Technologies Inc - $77,356.26, and Target Corporation - $55,184.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Westerbeck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.51M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $195,840.66, iShares MBS ETF - $151,896.67, SPDR Portfolio Short Term Corporate Bond ETF - $126,391.77, iShares MSCI EAFE ETF - $114,118.23, and Invesco International Dividend Achievers ETF - $76,398.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Westerbeck's monthly returns?
Ryan Westerbeck'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 Westerbeck's strategy be considered aggressive or moderate?
Ryan Westerbeck's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Ryan Westerbeck's strategy?
Ryan Westerbeck'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.
