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:
49.02%
Gain +1.14%
Monthly
1.2%
Yearly
15.38%
Drawdown
20.54%
$252.76M
Equity
Holdings
$252.76M
Investment
$187.56M
$75.03M
Profit +$2.28M
Realized
$9.83M
Unrealized
$65.2M
Dividends
$14.41M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.14%
Profit
$2.28M
Win %
78%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$111,700.96
Win %
78%
This Month
Compared to last month
Gain
0.79%
Profit
$1.98M
Win %
78%
This Year
Compared to last year
Gain
-2.37%
Profit
-$6.12M
Win %
79%
UWMC UWM Holdings Corporation
+15.35%
+$8,323.19 
UPBD Upbound Group, Inc.
+6.54%
+$12,578.54 
APP AppLovin Corporation Class A Common Stock
+6.52%
+$14,449.5 
EXPE Expedia Group, Inc.
+6.25%
+$29,291.9 
BBY Best Buy Co., Inc.
+5.7%
+$201,645.52 
BKE Buckle Inc.
+5.17%
+$18,842.12 
HRB H&R Block Inc.
+4.95%
+$132,413.28 
IRWD Ironwood Pharmaceuticals Inc.
+4.72%
+$17,349.18 
KTB Kontoor Brands Inc.
+4.71%
+$11,716.16 
KMB Kimberly-Clark Corporation
+4.69%
+$124,002.6 
TDC Teradata Corporation
+4.62%
+$20,214.24 
TNL Travel + Leisure Co.
+4.25%
+$8,546.66 
RBRK Rubrik, Inc.
+4.12%
+$31,535.56 
TPR Tapestry Inc.
+4.06%
+$16,928.75 
WEN The Wendy's Company
+4.04%
+$8,073.26 
MAR Marriott International Inc. - Class A
+3.74%
+$18,709.83 
LLY Eli Lilly and Company
+3.56%
+$135,977.4 
VIRT Virtu Financial, Inc.
+3.44%
+$15,705.93 
QCOM QUALCOMM Incorporated
+3.36%
+$93,078.4 
PBI Pitney Bowes Inc.
+3.22%
+$23,466.24 
BKNG Booking Holdings Inc.
+3.21%
+$13,472.43 
APAM Artisan Partners Asset Management Inc.
+3.17%
+$61,226.61 
WU Western Union Co.
+3.14%
+$53,505.71 
HAS Hasbro Inc.
+3.09%
+$21,555.65 
OMC Omnicom Group Inc.
+2.96%
+$7,461.12 
CENX Century Aluminum Company
+2.95%
+$9,258.06 
NVO Novo Nordisk A/S Sponsored ADR
+2.92%
+$58,024.6 
WLY John Wiley & Sons Inc.
+2.79%
+$12,348.17 
IBM International Business Machines Corporation
+2.73%
+$61,235.9 
VSXY Victoria's Secret & Co.
+2.48%
+$16,587.06 
BW Babcock & Wilcox Enterprises, Inc.
+2.47%
+$2,797.08 
GSK GSK plc Sponsored ADR
+2.41%
+$58,951.2 
BTI British American Tobacco p.l.c. ADR
+2.39%
+$55,468.28 
NVS Novartis AG Sponsored ADR
+2.36%
+$58,216.19 
CPA Copa Holdings S.A.
+2.24%
+$4,692.24 
PAYX Paychex Inc.
+2.22%
+$8,851.93 
BMY Bristol-Myers Squibb Company
+2.21%
+$57,040.02 
DEO Diageo plc Sponsored ADR
+2.12%
+$5,039.99 
PCAR PACCAR Inc.
+2.07%
+$807,309 
LMT Lockheed Martin Corporation
+2.06%
+$46,633.08 
MU Micron Technology, Inc.
+1.88%
+$19,745.6 
AMGN Amgen Inc.
+1.86%
+$5,671.48 
AAMI Acadian Asset Management Inc.
+1.82%
+$13,890.88 
MCD McDonald's Corporation
+1.77%
+$30,917.03 
IJS iShares S&P Small-Cap 600 Value ETF
+1.51%
+$3,555.06 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.47%
+$204,677.46 
VB Vanguard Small-Cap ETF
+1.45%
+$64,910.44 
CLX The Clorox Company
+1.44%
+$2,604.7 
IWN iShares Russell 2000 Value ETF
+1.36%
+$5,965.64 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+1.34%
+$2,674.48 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.27%
+$3,727.88 
UL Unilever PLC Sponsored American Depositary Receipt
+1.27%
+$23,956.56 
HPQ HP Inc.
+1.26%
+$46,825.62 
VNQ Vanguard Real Estate ETF
+1.21%
+$7,563.56 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.17%
+$3,439.14 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.15%
+$160,843.58 
MSFT Microsoft Corp.
+1.08%
+$33,148.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.06%
+$3,229.4 
MO Altria Group, Inc.
+0.98%
+$25,236 
USMV iShares MSCI USA Min Vol Factor ETF
+0.93%
+$2,549.28 
EFV iShares MSCI EAFE Value ETF
+0.89%
+$2,119.6 
PFE Pfizer Inc.
+0.75%
+$20,576.38 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$102,390.2 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$47,793.16 
NGVT Ingevity Corporation
+0.56%
+$2,819.7 
MMM 3M Company
+0.52%
+$14,811.78 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.51%
+$1,127.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.49%
+$8,298.72 
IWB iShares Russell 1000 ETF
+0.42%
+$6,064.46 
EAT Brinker International Inc.
+0.35%
+$1,814.4 
BDEC Innovator U.S. Equity Buffer ETF
+0.32%
+$922.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$2,502.36 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$7,386.68 
VOO Vanguard S&P 500 ETF
+0.28%
+$8,759.98 
BMAY Innovator U.S. Equity Buffer Fund
+0.24%
+$1,556.22 
NAPR Innovator Growth 100 Power Buffer Fund
+0.08%
+$546.01 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.03%
+$81.56 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.02%
+$114.84 
ENR Energizer Holdings Inc.
0%
$0 
DELL Dell Technologies Inc.
-6.67%
-$119,222.4 
FRO Frontline plc
-6.61%
-$263,011.44 
TER Teradyne, Inc.
-4.51%
-$21,504.75 
FIX Comfort Systems USA, Inc.
-3.94%
-$23,115.27 
AMAT Applied Materials, Inc.
-3.72%
-$19,927.38 
VRT Vertiv Holdings Co
-3.61%
-$19,867.4 
NTAP NetApp, Inc.
-3.37%
-$16,252.5 
CSCO Cisco Systems, Inc.
-3.33%
-$8,906.5 
LRCX Lam Research Corporation
-3.3%
-$19,828.16 
STX Seagate Technology Holdings plc
-3.21%
-$30,659.17 
LITE Lumentum Holdings Inc.
-2.99%
-$31,558.62 
PM Philip Morris International Inc.
-2.78%
-$82,161.19 
DK Delek US Holdings Inc.
-2.72%
-$13,975 
KLAC KLA Corporation
-2.44%
-$69,774.52 
JBL Jabil Inc.
-2.32%
-$6,297.06 
WDC Western Digital Corporation
-2.1%
-$15,603.44 
NVDA NVIDIA Corporation
-1.79%
-$10,548.29 
KLIC Kulicke & Soffa Industries, Inc.
-1.73%
-$6,495.54 
ADTN Adtran Holdings, Inc.
-1.66%
-$3,916.11 
STRL Sterling Infrastructure, Inc.
-1.57%
-$4,622.1 
MRK Merck & Co., Inc.
-1.37%
-$46,058.02 
BE Bloom Energy Corporation
-1.27%
-$6,732.49 
FTNT Fortinet Inc.
-1.16%
-$14,998.4 
PEP PepsiCo, Inc.
-0.69%
-$15,071.26 
EPD Enterprise Products Partners L.P.
-0.65%
-$14,668.75 
SNDK SanDisk Corporation
-0.61%
-$5,293.22 
AVGO Broadcom Inc.
-0.57%
-$16,487.15 
VGT Vanguard Information Technology ETF
-0.42%
-$996.84 
BHP BHP Group Ltd.
-0.42%
-$13,350.75 
CRDO Credo Technology Group Holding Ltd.
-0.41%
-$2,069.15 
SPEM SPDR Portfolio Emerging Markets ETF
-0.33%
-$24,098.69 
AAPL Apple Inc.
-0.28%
-$761.28 
PLTR Palantir Technologies Inc.
-0.23%
-$1,250.67 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$1,026.3 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$6,349.8 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$488.46 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$10,828.48 
ABBV AbbVie Inc.
-0.05%
-$1,861.64 
VZ Verizon Communications Inc.
-0.02%
-$565.47 Events
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Dividends
Dividend Analysis
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| Trades 1074 | Longs Won 785/1074 73% | Profit Factor 8.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $379,224.82 |
| Average Win $109,017.75 | Best Trade (Oct 14) $7.81M | Sharpe Ratio -60.38 |
| Average Loss -$36,488.95 | Worst Trade (Dec 30) -$419,607.49 | Z-Score 8.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $69,863.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 8,368 | $234,929.72 | $776,215.68 | - | $541,285.96 | 230.4% | +1.822% |
| AAPL Apple Inc. | 793 | $215,653 | $271,206 | - | $55,553 | 25.76% | -0.28% |
| ABBV AbbVie Inc. | 12,838 | $2.02M | $3.64M | - | $1.62M | 79.93% | -0.051% |
| ADTN Adtran Holdings, Inc. | 35,601 | $538,643.13 | $232,474.53 | - | -$306,168.6 | -56.84% | -1.657% |
| AMAT Applied Materials, Inc. | 1,199 | $431,154 | $515,581.99 | - | $84,427.99 | 19.58% | -3.721% |
| AMGN Amgen Inc. | 717 | $223,381 | $311,192.34 | - | $87,811.34 | 39.31% | +1.856% |
| APAM Artisan Partners Asset Management Inc. | 60,922 | $2.36M | $1.99M | - | -$366,194.18 | -15.51% | +3.166% |
| APP AppLovin Corporation Class A Common Stock | 845 | $150,629.72 | $236,000.05 | - | $85,370.33 | 56.68% | +6.522% |
| AVGO Broadcom Inc. | 8,285 | $924,829.69 | $2.85M | - | $1.93M | 208.4% | -0.575% |
| BBY Best Buy Co., Inc. | 39,694 | $2.62M | $3.74M | - | $1.11M | 42.42% | +5.701% |
| BDEC Innovator U.S. Equity Buffer ETF | 5,171 | $197,791.22 | $285,568.47 | - | $87,777.25 | 44.38% | +0.324% |
| BE Bloom Energy Corporation | 2,211 | $313,279.41 | $522,448.24 | - | $209,168.83 | 66.77% | -1.272% |
| BHP BHP Group Ltd. | 38,145 | $1.94M | $3.16M | - | $1.22M | 62.95% | -0.42% |
| BKE Buckle Inc. | 8,228 | $385,428.52 | $383,424.8 | - | -$2,003.72 | -0.52% | +5.168% |
| BKNG Booking Holdings Inc. | 2,616 | $402,563.46 | $433,811.28 | - | $31,247.82 | 7.76% | +3.205% |
| BMAY Innovator U.S. Equity Buffer Fund | 13,001 | $518,992.6 | $636,268.94 | - | $117,276.34 | 22.6% | +0.245% |
| BMY Bristol-Myers Squibb Company | 43,542 | $2.22M | $2.64M | - | $413,677.32 | 18.6% | +2.21% |
| BRK-B Berkshire Hathaway Inc. | 1,163 | $434,974.18 | $611,656.59 | - | $176,682.41 | 40.62% | -0.08% |
| BTI British American Tobacco p.l.c. ADR | 40,936 | $1.25M | $2.37M | - | $1.12M | 89.68% | +2.391% |
| BW Babcock & Wilcox Enterprises, Inc. | 23,309 | $328,657 | $115,845.73 | - | -$212,811.27 | -64.75% | +2.474% |
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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 - $1.36M. 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 $14.41M earned over time. The largest contributors to dividend income include PACCAR Inc - $2.94M, SPDR S&P 600 Small Cap Value ETF - $619,844.81, SPDR Portfolio S&P 500 Value ETF - $589,220.47, SPDR Portfolio Developed World ex-US ETF - $545,714.08, and Verizon Communications Inc - $435,463.29. 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.
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