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:
4.87%
Gain
Monthly
0.16%
Yearly
1.89%
Drawdown
31.96%
$256.25M
Equity
Holdings
$256.25M
Investment
$184.55M
$80.03M
Profit +$506,906.02
Realized
$8.33M
Unrealized
$71.69M
Dividends
$14.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$506,906.02
Win %
85%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.84M
Win %
85%
This Month
Compared to last month
Gain
-0.55%
Profit
-$1.42M
Win %
85%
This Year
Compared to last year
Gain
13.02%
Profit
$29.51M
Win %
84%
BTI British American Tobacco p.l.c. ADR
+6.31%
+$152,331.08 
KTB Kontoor Brands Inc.
+4.91%
+$14,770.22 
EAT Brinker International Inc.
+4.36%
+$18,213.02 
PAYX Paychex Inc.
+4.12%
+$16,638.69 
MRK Merck & Co., Inc.
+3.85%
+$108,832.6 
OMC Omnicom Group Inc.
+3.3%
+$8,586.72 
PM Philip Morris International Inc.
+3.26%
+$84,266.52 
ABBV AbbVie Inc.
+3.23%
+$101,801.72 
MO Altria Group, Inc.
+3.18%
+$79,277.68 
UPBD Upbound Group, Inc.
+3.17%
+$8,655.53 
WU Western Union Co.
+3.05%
+$69,039.29 
IBM International Business Machines Corporation
+3.04%
+$62,571.91 
AMGN Amgen Inc.
+2.96%
+$7,596.61 
WEN The Wendy's Company
+2.95%
+$6,831.22 
WLY John Wiley & Sons Inc.
+2.81%
+$11,960.95 
VZ Verizon Communications Inc.
+2.8%
+$67,875.26 
PEP PepsiCo, Inc.
+2.64%
+$60,343.88 
GSK GSK plc Sponsored ADR
+2.6%
+$68,704.48 
HRB H&R Block Inc.
+2.58%
+$61,276.48 
KMB Kimberly-Clark Corporation
+2.51%
+$69,492.09 
GILD Gilead Sciences Inc.
+2.31%
+$61,725.19 
MCD McDonald's Corporation
+2.31%
+$44,596.82 
BMY Bristol-Myers Squibb Company
+2.26%
+$58,959.85 
CLX The Clorox Company
+2.08%
+$4,302.02 
UL Unilever PLC Sponsored American Depositary Receipt
+2%
+$36,069.75 
TPR Tapestry Inc.
+1.93%
+$9,329.58 
NVO Novo Nordisk A/S Sponsored ADR
+1.91%
+$49,756.36 
MSFT Microsoft Corp.
+1.8%
+$41,238.6 
VNQ Vanguard Real Estate ETF
+1.7%
+$11,505.46 
PCAR PACCAR Inc.
+1.67%
+$735,464.15 
AAPL Apple Inc.
+1.49%
+$3,869.84 
NVS Novartis AG Sponsored ADR
+1.43%
+$36,283.68 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.36%
+$202,910.96 
IJS iShares S&P Small-Cap 600 Value ETF
+1.35%
+$3,383.73 
LLY Eli Lilly and Company
+1.35%
+$50,033.05 
HAS Hasbro Inc.
+1.26%
+$7,147.63 
IWN iShares Russell 2000 Value ETF
+1.13%
+$5,291.1 
EPD Enterprise Products Partners L.P.
+1.12%
+$26,588.94 
PFE Pfizer Inc.
+1.07%
+$24,702.77 
PBI Pitney Bowes Inc.
+0.96%
+$7,361.73 
USMV iShares MSCI USA Min Vol Factor ETF
+0.81%
+$2,115.37 
NGVT Ingevity Corporation
+0.75%
+$3,840.48 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.65%
+$2,057.2 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$92,813.6 
BBY Best Buy Co., Inc.
+0.58%
+$19,503 
ENR Energizer Holdings Inc.
+0.58%
+$1,288.32 
TDC Teradata Corporation
+0.53%
+$2,299.77 
EXPE Expedia Group, Inc.
+0.49%
+$2,092.07 
MMM 3M Company
+0.49%
+$13,462.75 
AMP Ameriprise Financial, Inc.
+0.33%
+$1,465.28 
LMT Lockheed Martin Corporation
+0.29%
+$6,601.27 
TNL Travel + Leisure Co.
+0.25%
+$609.33 
BRK-B Berkshire Hathaway Inc.
+0.2%
+$1,128.11 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.2%
+$626.21 
MAR Marriott International Inc. - Class A
+0.16%
+$771.62 
BKE Buckle Inc.
+0.14%
+$493.68 
BKNG Booking Holdings Inc.
+0.14%
+$643.87 
VB Vanguard Small-Cap ETF
+0.07%
+$3,470.94 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.03%
+$101.53 
HPQ HP Inc.
+0.02%
+$608.15 
RBRK Rubrik, Inc.
+0.01%
+$31.89 
BE Bloom Energy Corporation
-14.03%
-$71,513.11 
SNDK SanDisk Corporation
-12.04%
-$121,192.2 
WDC Western Digital Corporation
-11.2%
-$114,582.05 
CRDO Credo Technology Group Holding Ltd.
-10.83%
-$66,874.23 
STX Seagate Technology Holdings plc
-9.92%
-$107,833.27 
CLS Celestica Inc.
-9.52%
-$43,934.93 
KLIC Kulicke & Soffa Industries, Inc.
-8.18%
-$37,128.96 
LITE Lumentum Holdings Inc.
-7.45%
-$64,177.25 
MU Micron Technology, Inc.
-7%
-$71,045.04 
HL Hecla Mining Company
-6.47%
-$15,824 
TER Teradyne, Inc.
-6.29%
-$26,967.27 
LRCX Lam Research Corporation
-5.47%
-$36,956.9 
BHP BHP Group Ltd.
-5.41%
-$181,783.14 
VRT Vertiv Holdings Co
-5.31%
-$38,945.28 
AVGO Broadcom Inc.
-4.66%
-$153,765 
FIX Comfort Systems USA, Inc.
-4.59%
-$29,655.82 
IRWD Ironwood Pharmaceuticals Inc.
-4.25%
-$16,121.27 
QCOM QUALCOMM Incorporated
-4.11%
-$118,671.84 
DELL Dell Technologies Inc.
-3.8%
-$56,161.28 
CENX Century Aluminum Company
-3.71%
-$14,730.31 
AMAT Applied Materials, Inc.
-3.19%
-$21,145.5 
NVDA NVIDIA Corporation
-3.07%
-$16,743.15 
APP AppLovin Corporation Class A Common Stock
-2.81%
-$10,172.71 
KLAC KLA Corporation
-2.3%
-$83,643.6 
NTAP NetApp, Inc.
-2.18%
-$7,649.53 
CVNA Carvana Co.
-1.84%
-$6,766.5 
FTNT Fortinet Inc.
-1.75%
-$20,566.35 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$75,261.84 
UI Ubiquiti Inc.
-1.46%
-$6,035.31 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.36%
-$221,672.92 
SPEM SPDR Portfolio Emerging Markets ETF
-1.31%
-$96,343.43 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$7,958.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$19,934.91 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.14%
-$6,846.26 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.13%
-$94,015.43 
VSCO Victoria's Secret & Co.
-0.74%
-$4,396.87 
W Wayfair Inc.
-0.6%
-$2,299 
EFV iShares MSCI EAFE Value ETF
-0.52%
-$1,241.48 
AAMI Acadian Asset Management Inc.
-0.49%
-$3,302.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.47%
-$3,887.1 
VOO Vanguard S&P 500 ETF
-0.47%
-$14,283.75 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$11,725.94 
IWB iShares Russell 1000 ETF
-0.41%
-$5,780.43 
APAM Artisan Partners Asset Management Inc.
-0.37%
-$8,778.59 
PLTR Palantir Technologies Inc.
-0.36%
-$1,188.96 
NAPR Innovator Growth 100 Power Buffer Fund
-0.34%
-$2,491.31 
BDEC Innovator U.S. Equity Buffer ETF
-0.32%
-$879.07 
UWMC UWM Holdings Corporation
-0.25%
-$268.49 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.22%
-$529.32 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$223.53 
BMAY Innovator U.S. Equity Buffer Fund
-0.07%
-$515.73 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.03%
-$4,683.66 Events
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Dividends
Dividend Analysis
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| Trades 977 | Longs Won 729/977 74% | Profit Factor 10.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $483,090.16 |
| Average Win $121,088.68 | Best Trade (Jul 16) $9.88M | Sharpe Ratio -64.99 |
| Average Loss -$33,260.18 | Worst Trade (Dec 30) -$419,607.49 | Z-Score 10.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 5d | Expectancy $81,909.03 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
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Returns
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