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:
23.92%
Gain +0.7%
Monthly
1.39%
Yearly
18.04%
Drawdown
8.19%
$171.04M
Equity
Holdings
$171.04M
Investment
$153.87M
$26.4M
Profit +$952,348.06
Realized
$9.23M
Unrealized
$17.17M
Dividends
$2.99M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$952,348.06
Win %
65%
This Week
Compared To Last Week
Gain
0.3%
Profit
$515,655.91
Win %
65%
This Month
Compared to last month
Gain
2.04%
Profit
$3.44M
Win %
65%
This Year
Compared to last year
Gain
2.28%
Profit
$3.85M
Win %
68%
ESTA Establishment Labs Holdings Inc.
+6.01%
+$15,179.76 
TPB Turning Point Brands Inc.
+4.47%
+$40,294.44 
BLK BlackRock, Inc.
+4.46%
+$74,531.15 
HD The Home Depot, Inc.
+4.32%
+$10,361.11 
ABNB Airbnb, Inc.
+4.31%
+$13,502.17 
OXSQ Oxford Square Capital Corp.
+4.1%
+$6,930 
LLY Eli Lilly and Company
+3.56%
+$110,656.29 
BKNG Booking Holdings Inc.
+3.21%
+$43,270.38 
ECC Eagle Point Credit Company Inc.
+3.16%
+$4,320 
ORCL Oracle Corporation
+2.98%
+$65,291.89 
NFLX Netflix, Inc.
+2.89%
+$6,381.12 
DKS Dick's Sporting Goods, Inc.
+2.87%
+$22,703.55 
BX Blackstone Inc.
+2.86%
+$47,934.72 
AZN AstraZeneca PLC American Depositary Shares
+2.86%
+$49,596.57 
DRI Darden Restaurants, Inc.
+2.79%
+$39,895.43 
UBER Uber Technologies, Inc.
+2.79%
+$8,582.71 
IBM International Business Machines Corporation
+2.75%
+$72,885.18 
BDX Becton, Dickinson and Company
+2.57%
+$43,113.06 
PSEC Prospect Capital Corporation
+2.5%
+$2,212.24 
AXP American Express Company
+2.25%
+$38,838.93 
CCJ Cameco Corporation
+2.2%
+$24,002.74 
DAL Delta Air Lines, Inc.
+2.14%
+$31,753.33 
XBI SPDR S&P Biotech ETF
+2.08%
+$22,429.8 
VRTX Vertex Pharmaceuticals Incorporated
+2.05%
+$5,528.4 
AMGN Amgen Inc.
+1.86%
+$8,149.68 
GLDM SPDR Gold MiniShares Trust
+1.79%
+$3,955.6 
KRE SPDR S&P Regional Banking ETF
+1.79%
+$12,585.65 
GLD SPDR Gold Shares
+1.78%
+$7,265.35 
GE General Electric Company
+1.64%
+$3,396.91 
TRV The Travelers Companies, Inc.
+1.61%
+$5,107.2 
PID Invesco International Dividend Achievers ETF
+1.6%
+$38,029.95 
VFF Village Farms International Inc.
+1.56%
+$1,840 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.55%
+$3,339.6 
COR Cencora, Inc.
+1.54%
+$30,449.67 
SYY Sysco Corporation
+1.46%
+$4,260.98 
GS The Goldman Sachs Group, Inc.
+1.45%
+$23,303.04 
WMT Walmart Inc.
+1.45%
+$34,223.28 
RRR Red Rock Resorts Inc.
+1.43%
+$18,285.34 
IWM iShares Russell 2000 ETF
+1.36%
+$21,269.16 
DLR Digital Realty Trust, Inc.
+1.34%
+$20,888.24 
MDT Medtronic plc
+1.32%
+$24,592.92 
VBK Vanguard Small-Cap Growth ETF
+1.31%
+$3,575.69 
URI United Rentals, Inc.
+1.26%
+$26,347.83 
TJX The TJX Companies, Inc.
+1.23%
+$21,960.31 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+1.11%
+$8,632 
MSFT Microsoft Corp.
+1.08%
+$97,065.75 
FDN First Trust Dow Jones Internet Index Fund
+1.02%
+$8,323.14 
EFA iShares MSCI EAFE ETF
+0.89%
+$33,913.88 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$4,039.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.83%
+$11,799.85 
VTV Vanguard Value ETF
+0.83%
+$7,214.64 
UNP Union Pacific Corporation
+0.8%
+$13,346.96 
FCX Freeport-McMoRan Inc.
+0.78%
+$15,695.64 
NEE NextEra Energy, Inc.
+0.76%
+$12,392.66 
C Citigroup Inc.
+0.75%
+$13,298.6 
SCHV Schwab U.S. Large-Cap Value ETF
+0.71%
+$1,972.56 
EMR Emerson Electric Co.
+0.67%
+$13,771.08 
MBB iShares MBS ETF
+0.66%
+$20,454.71 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$2,757.9 
GOOGL Alphabet Inc
+0.45%
+$19,391.34 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$1,279.68 
IWV ISHARES RUSSELL 3000 ETF
+0.42%
+$3,893.31 
IEI iShares 3-7 Year Treasury Bond ETF
+0.41%
+$7,526.02 
PG Procter & Gamble Co
+0.34%
+$822.03 
CNQ Canadian Natural Resources Limited
+0.29%
+$3,305.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$754 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$3,320.13 
IVV iShares Core S&P 500 ETF
+0.28%
+$915.83 
VOO Vanguard S&P 500 ETF
+0.27%
+$1,342.49 
AMZN Amazon.com Inc
+0.27%
+$3,264.68 
ALB Albemarle Corporation
+0.23%
+$900 
RTX RTX Corporation
+0.2%
+$3,964.55 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.12%
+$3,126.27 
PGR Progressive Corporation
+0.11%
+$1,639.92 
JPM JPMorgan Chase & Co.
+0.07%
+$1,879.92 
SHV iShares Short Treasury Bond ETF
+0.01%
+$166.44 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 SWP
SWP
0%
$0 
AMAT Applied Materials, Inc.
-3.72%
-$6,415.32 
PM Philip Morris International Inc.
-2.78%
-$75,052.24 
PWR Quanta Services Inc.
-2.77%
-$9,924.02 
PLD Prologis Inc.
-2.68%
-$64,263.5 
NVDA NVIDIA Corporation
-1.84%
-$59,141.17 
BKR Baker Hughes Company
-1.74%
-$21,620.83 
GEV GE Vernova Inc.
-1.63%
-$2,698.08 
ETN Eaton Corporation plc
-1.58%
-$4,224.75 
AMD Advanced Micro Devices, Inc.
-1.5%
-$5,222.72 
AEP American Electric Power Company, Inc.
-1.46%
-$4,241.2 
OKE ONEOK, Inc.
-1.45%
-$3,416.77 
XOM Exxon Mobil Corporation
-1.29%
-$108,007.12 
TSLA Tesla, Inc.
-1.29%
-$6,419.19 
CVX Chevron Corporation
-1.19%
-$4,525.6 
DDOG Datadog, Inc. Class A Common Stock
-1.14%
-$2,808.96 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.08%
-$3,248.62 
SMH VanEck Semiconductor ETF
-1.04%
-$15,109.9 
PNNT PennantPark Investment Corporation
-0.95%
-$420 
IEMG iShares Core MSCI Emerging Markets ETF
-0.74%
-$1,896.02 
STM STMicroelectronics N.V.
-0.66%
-$1,139.56 
MPLX MPLX LP
-0.63%
-$1,702.08 
AVGO Broadcom Inc.
-0.56%
-$20,937.6 
ETR Entergy Corporation
-0.53%
-$4,552.35 
EWJ iShares MSCI Japan ETF
-0.52%
-$4,940 
PEG Public Service Enterprise Group Incorporated
-0.5%
-$1,672.65 
PNC The PNC Financial Services Group, Inc.
-0.38%
-$6,582.68 
AAPL Apple Inc.
-0.28%
-$21,352.32 
SO The Southern Company
-0.23%
-$552.88 
PLTR Palantir Technologies Inc.
-0.23%
-$884.58 
JNJ Johnson & Johnson
-0.2%
-$538.05 
NEU NewMarket Corporation
-0.17%
-$866.75 
IPAC iShares Core MSCI Pacific ETF
-0.17%
-$417.34 
META Meta Platforms Inc Class A
-0.11%
-$4,350.1 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$275.1 
VUG Vanguard Growth ETF
-0.08%
-$808.71 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$307.44 
ABBV AbbVie Inc.
-0.05%
-$1,271.45 Events
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Dividends
Dividend Analysis
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| Trades 523 | Longs Won 345/523 65% | Profit Factor 4.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,157.6 |
| Average Win $90,947.97 | Best Trade (Jun 29) $2.77M | Sharpe Ratio -50.13 |
| Average Loss -$35,803.39 | Worst Trade (Oct 14) -$606,729.3 | Z-Score 3.38 (99.93%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy $50,473.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,785 | 4,306 | 3,828 | 3,349 | 2,871 | 2,392 | 1,914 | 1,435 | 957 | 478 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,242 | $4.92M | $7.61M | - | $2.69M | 54.55% | -0.28% |
| ABBV AbbVie Inc. | 8,768 | $1.81M | $2.48M | - | $671,606 | 37.05% | -0.051% |
| ABNB Airbnb, Inc. | 1,874 | $237,152.99 | $326,572.61 | - | $89,419.62 | 37.71% | +4.313% |
| AEP American Electric Power Company, Inc. | 2,305 | $239,167 | $286,488.45 | - | $47,321.45 | 19.79% | -1.459% |
| ALB Albemarle Corporation | 4,000 | $250,680.2 | $392,780 | - | $142,099.8 | 56.69% | +0.23% |
| AMAT Applied Materials, Inc. | 386 | $279,078 | $165,983.86 | - | -$113,094.14 | -40.52% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 608 | $353,193 | $341,835.84 | - | -$11,357.16 | -3.22% | -1.505% |
| AMGN Amgen Inc. | 1,029 | $288,347.4 | $446,616.87 | - | $158,269.47 | 54.89% | +1.859% |
| AMZN Amazon.com Inc | 4,801 | $1.05M | $1.22M | - | $173,282.53 | 16.51% | +0.268% |
| ASML ASML Holding N.V. New York Registry Shares | 172 | $235,874.74 | $285,079.68 | - | $49,204.94 | 20.86% | +0.451% |
| AVGO Broadcom Inc. | 10,905 | $3.25M | $3.75M | - | $504,885.11 | 15.53% | -0.555% |
| AXP American Express Company | 5,637 | $1.83M | $1.77M | - | -$56,607.96 | -3.1% | +2.245% |
| AZN AstraZeneca PLC American Depositary Shares | 10,712 | $2.1M | $1.79M | - | -$315,579.02 | -15.02% | +2.857% |
| BDX Becton, Dickinson and Company | 8,871 | $1.37M | $1.72M | - | $346,247.35 | 25.23% | +2.573% |
| BKNG Booking Holdings Inc. | 8,402 | $1.47M | $1.39M | - | -$78,472.62 | -5.33% | +3.205% |
| BKR Baker Hughes Company | 22,405 | $912,843.71 | $1.22M | - | $306,100.31 | 33.53% | -1.743% |
| BLK BlackRock, Inc. | 1,555 | $1.64M | $1.74M | - | $101,794.45 | 6.2% | +4.464% |
| BRK-B Berkshire Hathaway Inc. | 655 | $319,789.6 | $344,484.15 | - | $24,694.55 | 7.72% | -0.08% |
| BX Blackstone Inc. | 15,768 | $2.16M | $1.72M | - | -$436,572.07 | -20.22% | +2.862% |
| C Citigroup Inc. | 14,455 | $1.37M | $1.78M | - | $415,015.25 | 30.39% | +0.752% |
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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 Ryan Westerbeck?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $3.26M, STMicroelectronics N.V - $2.49M, Flowserve Corporation - $416,024.38, AZN - $363,838.94, and Alphabet Inc - $234,553.13. 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 $2.99M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $244,526.7, iShares MBS ETF - $163,655.7, SPDR Portfolio Short Term Corporate Bond ETF - $146,075.66, iShares MSCI EAFE ETF - $114,118.23, and Invesco International Dividend Achievers ETF - $93,149.08. 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.
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