Ryan Charles Stout Portfolio
Invests via Theory Financial LLC | Managed by Ryan Charles Stout
Invests via Theory Financial LLC
Managed by Ryan Charles Stout
Automatically Tracked
Ryan Charles Stout Profile
Ryan Charles Stout is a distinguished entrepreneur known for his pivotal role in developing innovative technology solutions that enhance operational efficiency within various sectors. With a strong foundation in computer science and business strategy, he has successfully led numerous startups from conception to scalable operations, garnering attention for their market disruption potential. His experience spans several industries including software development and fintech, where he consistently demonstrates a keen ability to identify growth opportunities. Stout's leadership style emphasizes collaboration and creativity, positioning him as an influential figure in fostering dynamic work environments that encourage talent cultivation.
Ryan Charles Stout is a distinguished entrepreneur known for his pivotal role in developing innovative technology solutions that enhance operational efficiency within various sectors. With a strong foundation in computer science and business strategy, he has successfully led numerous startups from conception to scalable operations, garnering attention for their market disruption potential. His experience spans several industries including software development and fintech, where he consistently demonstrates a keen ability to identify growth opportunities. Stout's leadership style emphasizes collaboration and creativity, positioning him as an influential figure in fostering dynamic work environments that encourage talent cultivation.
Investment Philosophy & Strategy
In a landscape driven by technological evolution, Ryan Charles Stout prioritizes innovative growth strategies that capitalize on emerging trends. His entrepreneurial background empowers him to navigate uncharted market territories, fostering the development of solutions with substantial disruptive potential. With an eye for scalability and operational optimization, he actively seeks opportunities to transform nascent ideas into high-impact ventures. By leveraging his extensive knowledge in both technology and business frameworks, strategic decision-making becomes inherently focused on enhancing value creation through impactful collaborations.
In a landscape driven by technological evolution, Ryan Charles Stout prioritizes innovative growth strategies that capitalize on emerging trends. His entrepreneurial background empowers him to navigate uncharted market territories, fostering the development of solutions with substantial disruptive potential. With an eye for scalability and operational optimization, he actively seeks opportunities to transform nascent ideas into high-impact ventures. By leveraging his extensive knowledge in both technology and business frameworks, strategic decision-making becomes inherently focused on enhancing value creation through impactful collaborations.
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:
40.19%
Gain +2.72%
Monthly
0.39%
Yearly
4.83%
Drawdown
18.66%
$317.71M
Equity
Holdings
$317.71M
Investment
$279.11M
$49.38M
Profit +$6.82M
Realized
$10.78M
Unrealized
$38.6M
Dividends
$20.23M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.72%
Profit
$6.82M
Win %
74%
This Week
Compared To Last Week
Gain
2.86%
Profit
$8.88M
Win %
74%
This Month
Compared to last month
Gain
2.86%
Profit
$8.88M
Win %
74%
This Year
Compared to last year
Gain
0.59%
Profit
$1.87M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$80,025.42 
GOOGL Alphabet Inc
+6.73%
+$45,389.4 
MSFT Microsoft Corp.
+3.02%
+$7,940.45 
NVDA NVIDIA Corporation
+2.93%
+$8,176.73 
CVX Chevron Corporation
+2.35%
+$8,262.56 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$327,026.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$79,288.32 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$29,576.4 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$8,826.14 
FCTE SMI 3Fourteen FC Trend ETF
+1.22%
+$98,786.84 
PTF Invesco Dorsey Wright Technology ETF
+1.12%
+$53,837.13 
VUG Vanguard Growth ETF
+1.1%
+$5,220.09 
OEF iShares S&P 100 ETF
+0.95%
+$9,341.97 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$3,374.61 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$16,477.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$45,775.57 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$19,771.44 
SHLD Global X Defense Tech ETF
+0.77%
+$11,744.64 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$9,366.36 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$56,727.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,108.45 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,644.09 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$6,330.69 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$37,736.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,689.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$82,233.61 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,580.64 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$13,441.9 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$5,488 
IYW iShares U.S. Technology ETF
+0.46%
+$1,421.26 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$39,729 
AVGO Broadcom Inc.
+0.37%
+$1,164.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,246.88 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$21,146.46 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$5,491.95 
JPM JPMorgan Chase & Co.
+0.27%
+$882.66 
JNJ Johnson & Johnson
+0.21%
+$691.12 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,494.04 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$917.06 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$3,212.88 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$266.28 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,341.99 
SOXX iShares Semiconductor ETF
+0.07%
+$4,417.68 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$68.76 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$47,764.94 
DRAM Roundhill Memory ETF
-3.76%
-$100,702.46 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$40,113.58 
ABBV AbbVie Inc.
-2.51%
-$6,107.68 
FATE Fate Therapeutics Inc.
-2.39%
-$1,333.32 
GLD SPDR Gold Shares
-1.49%
-$90,150.26 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$10,079.3 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$41,115.69 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$3,293.13 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$22,570.75 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$52,310.26 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$1,854.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,850.37 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,109.05 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$29,691.7 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$1,862.88 
LLY Eli Lilly and Company
-0.53%
-$2,170.02 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,353.39 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$10,570.46 
MBB iShares MBS ETF
-0.4%
-$42,332.44 
VGT Vanguard Information Technology ETF
-0.38%
-$22,958.56 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$644.17 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,192.38 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$69,168.33 
VTV Vanguard Value ETF
-0.27%
-$8,579.63 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$9,548.16 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,405.62 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$674.87 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$12,713.4 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$15,964.3 
SYSB iShares Systematic Bond ETF
-0.22%
-$860.13 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$11,482.16 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$2,329.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$14,074.38 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$11,492.16 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$9,511.89 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.19%
-$11,138.12 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$1,654.84 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$6,302.79 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$855.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$4,939.35 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$8,893.71 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$9,973.44 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$7,061.79 
MUB iShares National Muni Bond ETF
-0.11%
-$2,772.24 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$1,948.15 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,587.8 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$429.9 
BINC iShares Flexible Income Active ETF
-0.08%
-$479.35 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$300.74 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$5,469.65 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$122.6 Events
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Dividends
Dividend Analysis
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| Trades 1184 | Longs Won 757/1184 63% | Profit Factor 2.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $236,103.38 |
| Average Win $106,543.89 | Best Trade (Sep 30) $1.72M | Sharpe Ratio -9.71 |
| Average Loss -$75,712.77 | Worst Trade (Jun 30) -$2.28M | Z-Score -0.79 (56.98%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 2d | Expectancy $41,709.08 |
| 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 | 4,202 | 3,782 | 3,361 | 2,941 | 2,521 | 2,101 | 1,681 | 1,261 | 840 | 420 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Ryan Charles Stout?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Financials ETF (primary ticker: VFH) - $4.71M, iShares MSCI USA Quality Factor ETF - $2.93M, Communication Services Select Sector SPDR Fund - $2.63M, Invesco Dorsey Wright Technology ETF - $2.37M, and First Trust RBA American Industrial Renaissance ETF - $2.24M. 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: iShares Broad USD Investment Grade Corporate Bond ETF - $2.21M, Consumer Discretionary Select Sector SPDR Fund - $1.37M, SPDR S&P Regional Banking ETF - $1.2M, Invesco NASDAQ Next Gen 100 ETF - $1.13M, and Vanguard Mega Cap Growth ETF - $1.09M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Charles Stout's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.23M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $3.29M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.29M, iShares MBS ETF - $1.19M, Schwab U.S. TIPS ETF - $1M, and Xtrackers USD High Yield Corporate Bond ETF - $902,495.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Charles Stout's monthly returns?
Ryan Charles Stout'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 Charles Stout's strategy be considered aggressive or moderate?
Ryan Charles Stout'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 Charles Stout's strategy?
Ryan Charles Stout'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.
