Ryan M Palmer Portfolio
Invests via Optimist Retirement Group LLC | Managed by Ryan M. Palmer, Graham P. Williams
Invests via Optimist Retirement Group LLC
Managed by Ryan M. Palmer, Graham P. Williams
Automatically Tracked
Ryan M Palmer Profile
Seasoned healthcare-focused investor and operator with experience executing growth equity and venture investments across biotech, medical devices, and services. Ryan M Palmer brings operational leadership in scaling commercial strategies, board governance, and capital formation for early-to-late-stage companies. Known for sourcing cross-border partnerships, structuring growth rounds and driving exit readiness through commercialization milestones and strategic M&A. Relevant to funds targeting healthcare innovation, commercialization risk reduction and value creation pre-exit.
Seasoned healthcare-focused investor and operator with experience executing growth equity and venture investments across biotech, medical devices, and services. Ryan M Palmer brings operational leadership in scaling commercial strategies, board governance, and capital formation for early-to-late-stage companies. Known for sourcing cross-border partnerships, structuring growth rounds and driving exit readiness through commercialization milestones and strategic M&A. Relevant to funds targeting healthcare innovation, commercialization risk reduction and value creation pre-exit.
Investment Philosophy & Strategy
Preference for healthcare growth equity and venture investments that prioritize commercialization pathways and measurable clinical or market milestones. Capital is allocated to companies where operational intervention—commercial scaling, KOL engagement, regulatory‑de-risking and cross‑border partnerships—can materially accelerate value. Investment style favors staged financings, lead or active board roles, syndication to optimize capital and exit optionality, and sector focus on biotech, medical devices and services with a 3–7 year exit horizon driven by M&A or strategic partnerships.
Preference for healthcare growth equity and venture investments that prioritize commercialization pathways and measurable clinical or market milestones. Capital is allocated to companies where operational intervention—commercial scaling, KOL engagement, regulatory‑de-risking and cross‑border partnerships—can materially accelerate value. Investment style favors staged financings, lead or active board roles, syndication to optimize capital and exit optionality, and sector focus on biotech, medical devices and services with a 3–7 year exit horizon driven by M&A or strategic partnerships.
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:
55.2%
Gain +0.87%
Monthly
1.38%
Yearly
17.89%
Drawdown
20.54%
$261.2M
Equity
Holdings
$261.2M
Investment
$187.56M
$83.42M
Profit +$1.88M
Realized
$9.79M
Unrealized
$73.64M
Dividends
$13.31M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$1.88M
Win %
82%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$1.47M
Win %
82%
This Month
Compared to last month
Gain
-0.03%
Profit
-$65,161.9
Win %
82%
This Year
Compared to last year
Gain
0.89%
Profit
$2.31M
Win %
82%
VSCO Victoria's Secret & Co.
+10.46%
+$70,665.42 
DK Delek US Holdings Inc.
+4.02%
+$15,275 
FTNT Fortinet Inc.
+2.86%
+$32,104.25 
MRK Merck & Co., Inc.
+1.82%
+$53,354.34 
PAYX Paychex Inc.
+0.95%
+$4,187.22 
BBY Best Buy Co., Inc.
+0.52%
+$17,068.42 
BMY Bristol-Myers Squibb Company
+0.18%
+$5,225.04 
SNDK SanDisk Corporation
+0.1%
+$746.37 
CENX Century Aluminum Company
+0.08%
+$377.88 
EPD Enterprise Products Partners L.P.
+0.07%
+$1,573.9 
LITE Lumentum Holdings Inc.
+0.07%
+$695.06 
GSK GSK plc Sponsored ADR
+0.06%
+$1,531.2 
CRDO Credo Technology Group Holding Ltd.
+0.04%
+$313.94 
CPA Copa Holdings S.A.
+0.04%
+$87.78 
TDC Teradata Corporation
+0.04%
+$146.48 
AMAT Applied Materials, Inc.
+0.03%
+$191.82 
EXPE Expedia Group, Inc.
+0.02%
+$110.84 
MAR Marriott International Inc. - Class A
+0.02%
+$101.01 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$102.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$244.08 
VNQ Vanguard Real Estate ETF
+0.01%
+$69.2 
AMGN Amgen Inc.
+0.01%
+$21.51 
NVS Novartis AG Sponsored ADR
+0.01%
+$167.77 
QCOM QUALCOMM Incorporated
+0.01%
+$160.48 
APP AppLovin Corporation Class A Common Stock
0%
+$8.38 
MCD McDonald's Corporation
0%
+$36.53 
BDEC Innovator U.S. Equity Buffer ETF
0%
+$2.07 
NAPR Innovator Growth 100 Power Buffer Fund
0%
+$4.28 
ADTN Adtran Holdings, Inc.
0%
$0 
APAM Artisan Partners Asset Management Inc.
0%
$0 
BHP BHP Group Ltd.
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
FRO Frontline plc
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
PBI Pitney Bowes Inc.
0%
$0 
UPBD Upbound Group, Inc.
0%
$0 
BMAY Innovator U.S. Equity Buffer Fund
0%
+$2.6 
EFV iShares MSCI EAFE Value ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
NJAN Innovator Growth 100 Power Buffer ETF - January
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
IRWD Ironwood Pharmaceuticals Inc.
-6.25%
-$27,554.58 
BW Babcock & Wilcox Enterprises, Inc.
-5.23%
-$11,421.41 
WEN The Wendy's Company
-5.07%
-$12,109.89 
TNL Travel + Leisure Co.
-4.3%
-$10,583.1 
BE Bloom Energy Corporation
-3.97%
-$19,257.81 
BTI British American Tobacco p.l.c. ADR
-3.84%
-$93,334.08 
NVDA NVIDIA Corporation
-2.86%
-$17,031.4 
KLAC KLA Corporation
-2.71%
-$85,839.45 
PM Philip Morris International Inc.
-1.88%
-$51,368.87 
AAPL Apple Inc.
-1.62%
-$4,020.5 
LRCX Lam Research Corporation
-1.59%
-$10,375.22 
FIX Comfort Systems USA, Inc.
-1.16%
-$7,509.53 
VGT Vanguard Information Technology ETF
-0.99%
-$2,300.4 
PEP PepsiCo, Inc.
-0.93%
-$21,844.93 
HPQ HP Inc.
-0.83%
-$30,406.13 
BKNG Booking Holdings Inc.
-0.72%
-$4,028.64 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$1,891.76 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$84,377.22 
IBM International Business Machines Corporation
-0.41%
-$9,549.65 
UWMC UWM Holdings Corporation
-0.39%
-$268.49 
WU Western Union Co.
-0.14%
-$2,816.09 
KLIC Kulicke & Soffa Industries, Inc.
-0.12%
-$489.39 
AAMI Acadian Asset Management Inc.
-0.1%
-$753.12 
WLY John Wiley & Sons Inc.
-0.08%
-$344.2 
TPR Tapestry Inc.
-0.07%
-$398.75 
HRB H&R Block Inc.
-0.07%
-$1,742.28 
KTB Kontoor Brands Inc.
-0.07%
-$178.61 
NGVT Ingevity Corporation
-0.06%
-$361.5 
ABBV AbbVie Inc.
-0.06%
-$1,925.61 
EAT Brinker International Inc.
-0.06%
-$327.58 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$147.36 
AVGO Broadcom Inc.
-0.06%
-$1,947.14 
LLY Eli Lilly and Company
-0.05%
-$1,992.7 
DEO Diageo plc Sponsored ADR
-0.05%
-$128.9 
VB Vanguard Small-Cap ETF
-0.05%
-$2,205.48 
BKE Buckle Inc.
-0.04%
-$164.56 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$1,040.8 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$248.74 
MO Altria Group, Inc.
-0.04%
-$876.25 
PFE Pfizer Inc.
-0.04%
-$935.29 
HAS Hasbro Inc.
-0.03%
-$219.21 
IWB iShares Russell 1000 ETF
-0.03%
-$442.91 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$782.95 
CLX The Clorox Company
-0.03%
-$64.05 
RBRK Rubrik, Inc.
-0.03%
-$168.11 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$443.64 
VRT Vertiv Holdings Co
-0.02%
-$148.06 
JBL Jabil Inc.
-0.02%
-$64.69 
VZ Verizon Communications Inc.
-0.02%
-$565.58 
MSFT Microsoft Corp.
-0.02%
-$576.38 
STRL Sterling Infrastructure, Inc.
-0.02%
-$71.6 
STX Seagate Technology Holdings plc
-0.02%
-$214.44 
VIRT Virtu Financial, Inc.
-0.02%
-$82.23 
WDC Western Digital Corporation
-0.02%
-$142.55 
VOO Vanguard S&P 500 ETF
-0.01%
-$484.4 
TER Teradyne, Inc.
-0.01%
-$53.01 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$708.78 
DELL Dell Technologies Inc.
-0.01%
-$140.73 
CSCO Cisco Systems, Inc.
-0.01%
-$23.5 
PCAR PACCAR Inc.
-0.01%
-$3,584.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$1,352.88 
PLTR Palantir Technologies Inc.
-0.01%
-$26.6 
LMT Lockheed Martin Corporation
-0.01%
-$130.39 
MMM 3M Company
-0.01%
-$172.06 
NTAP NetApp, Inc.
-0.01%
-$21.69 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$684.54 
IWN iShares Russell 2000 Value ETF
0%
-$21.1 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
0%
-$6.1 
QQQ Invesco QQQ Trust, Series 1
0%
-$100.35 
MU Micron Technology, Inc.
0%
-$11.49 Events
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Dividends
Dividend Analysis
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| Trades 1074 | Longs Won 802/1074 74% | Profit Factor 10.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $450,393.2 |
| Average Win $115,550.89 | Best Trade (Aug 11) $12.72M | Sharpe Ratio -60.33 |
| Average Loss -$34,004.37 | Worst Trade (Dec 30) -$419,607.49 | Z-Score 15.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 1d | Expectancy $77,674.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 8,368 | $234,929.72 | $751,111.68 | - | $516,181.96 | 219.72% | -0.1% |
| AAPL Apple Inc. | 793 | $215,653 | $244,450.18 | - | $28,797.18 | 13.35% | -1.618% |
| ABBV AbbVie Inc. | 12,838 | $2.02M | $3.16M | - | $1.14M | 56.15% | -0.061% |
| ADTN Adtran Holdings, Inc. | 35,601 | $538,643.13 | $269,143.56 | - | -$269,499.57 | -50.03% | 0.0 |
| AMAT Applied Materials, Inc. | 1,199 | $431,154 | $646,620.69 | - | $215,466.69 | 49.97% | +0.03% |
| AMGN Amgen Inc. | 717 | $223,381 | $294,672.67 | - | $71,291.67 | 31.91% | +0.007% |
| APAM Artisan Partners Asset Management Inc. | 60,922 | $2.36M | $2.59M | - | $231,146.03 | 9.79% | 0.0 |
| APP AppLovin Corporation Class A Common Stock | 845 | $150,629.72 | $293,054.37 | - | $142,424.65 | 94.55% | +0.003% |
| AVGO Broadcom Inc. | 8,285 | $924,829.69 | $3.54M | - | $2.62M | 282.99% | -0.055% |
| BBY Best Buy Co., Inc. | 39,694 | $2.62M | $3.27M | - | $647,098.09 | 24.65% | +0.524% |
| BDEC Innovator U.S. Equity Buffer ETF | 5,171 | $197,791.22 | $282,276.62 | - | $84,485.4 | 42.71% | +0.001% |
| BE Bloom Energy Corporation | 2,211 | $313,279.41 | $465,702.93 | - | $152,423.52 | 48.65% | -3.971% |
| BHP BHP Group Ltd. | 38,145 | $1.94M | $3.45M | - | $1.51M | 77.69% | 0.0 |
| BKE Buckle Inc. | 8,228 | $385,428.52 | $377,829.76 | - | -$7,598.76 | -1.97% | -0.044% |
| BKNG Booking Holdings Inc. | 2,616 | $402,563.46 | $556,894.08 | - | $154,330.62 | 38.34% | -0.718% |
| BMAY Innovator U.S. Equity Buffer Fund | 13,001 | $518,992.6 | $630,850.12 | - | $111,857.52 | 21.55% | 0.0 |
| BMY Bristol-Myers Squibb Company | 43,542 | $2.22M | $2.82M | - | $598,730.82 | 26.91% | +0.185% |
| BRK-B Berkshire Hathaway Inc. | 1,163 | $434,974.18 | $606,853.4 | - | $171,879.22 | 39.51% | 0.0 |
| BTI British American Tobacco p.l.c. ADR | 40,936 | $1.25M | $2.34M | - | $1.08M | 86.52% | -3.843% |
| BW Babcock & Wilcox Enterprises, Inc. | 23,309 | $328,657 | $206,983.92 | - | -$121,673.08 | -37.02% | -5.229% |
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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 M Palmer?
The largest contributions to the portfolio's profits come from the following stocks: PACCAR Inc - $2.99M, Gilead Sciences Inc - $1.62M, Amazon.com Inc - $1.59M, KLA Corporation - $1.38M, and Broadcom Inc - $1.35M. 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: Organon & Co - $858,860.46, Diageo plc Sponsored ADR - $734,196.03, Medifast Inc - $576,819.94, General Mills, Inc - $347,007.84, and LyondellBasell Industries N.V - $340,805.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan M Palmer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.31M earned over time. The largest contributors to dividend income include PACCAR Inc - $2.94M, SPDR S&P 600 Small Cap Value ETF - $547,510.84, SPDR Portfolio Developed World ex-US ETF - $545,714.08, SPDR Portfolio S&P 500 Value ETF - $526,855.53, and SPDR Portfolio Emerging Markets ETF - $427,883.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan M Palmer's monthly returns?
Ryan M Palmer's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ryan M Palmer's strategy be considered aggressive or moderate?
Ryan M Palmer's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ryan M Palmer's strategy?
Ryan M Palmer's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
