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:
43.7%
Gain -0.15%
Monthly
0.36%
Yearly
4.44%
Drawdown
18.66%
$315.84M
Equity
Holdings
$315.84M
Investment
$279.11M
$47.51M
Profit -$318,845.66
Realized
$10.78M
Unrealized
$36.73M
Dividends
$20.75M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$318,845.66
Win %
68%
This Week
Compared To Last Week
Gain
0.32%
Profit
$1.02M
Win %
68%
This Month
Compared to last month
Gain
-0.27%
Profit
-$864,040.38
Win %
68%
This Year
Compared to last year
Gain
0.001%
Profit
$3,124.58
Win %
71%
LLY Eli Lilly and Company
+3.62%
+$14,729.94 
ALNY Alnylam Pharmaceuticals Inc
+1.58%
+$6,704.12 
JNJ Johnson & Johnson
+1.57%
+$5,496.35 
XLV Health Care Select Sector SPDR Fund
+1.31%
+$67,648.1 
CVX Chevron Corporation
+0.93%
+$3,473.22 
XLC Communication Services Select Sector SPDR Fund
+0.75%
+$166,468.38 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.61%
+$42,292.92 
ABBV AbbVie Inc.
+0.51%
+$1,264.97 
GOOGL Alphabet Inc
+0.41%
+$2,807.82 
IALT iShares Systematic Alternatives Active ETF
+0.37%
+$8,835.42 
CTA Simplify Managed Futures Strategy ETF
+0.24%
+$25,282.32 
AAPL Apple Inc.
+0.13%
+$837.66 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.11%
+$3,799.5 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.1%
+$1,992.6 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$591.92 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.07%
+$235.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$504.23 
IVE ISHARES S&P 500 VALUE ETF
+0.05%
+$2,536.56 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.05%
+$207.51 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.04%
+$214.95 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$795.68 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$36.78 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.01%
+$936.18 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.01%
+$1,287.56 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
FATE Fate Therapeutics Inc.
-3.7%
-$1,999.98 
DRAM Roundhill Memory ETF
-1.89%
-$59,808.06 
AVGO Broadcom Inc.
-1.86%
-$5,351.53 
PTF Invesco Dorsey Wright Technology ETF
-1.72%
-$91,622.16 
NLR VanEck Uranium and Nuclear ETF
-1.66%
-$48,371.4 
MSFT Microsoft Corp.
-1.38%
-$4,034.36 
NVDA NVIDIA Corporation
-1.37%
-$4,417.71 
SOXX iShares Semiconductor ETF
-1.22%
-$84,914.95 
AMZN Amazon.com Inc
-1.07%
-$5,922.06 
XLK State Street Technology Select Sector SPDR ETF
-0.89%
-$52,577.58 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.89%
-$69,534.37 
VGT Vanguard Information Technology ETF
-0.87%
-$58,197.28 
IYW iShares U.S. Technology ETF
-0.77%
-$2,684.63 
BAI iShares A.I. Innovation and Tech Active ETF
-0.64%
-$15,510 
EFG iShares MSCI EAFE Growth ETF
-0.59%
-$2,505.26 
SHLD Global X Defense Tech ETF
-0.58%
-$8,808.48 
CORO Ishares International Country Rotational Active ETF
-0.57%
-$18,959.43 
USXF iShares ESG Aware MSCI USA ETF
-0.56%
-$2,903.96 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.55%
-$1,538.81 
ESGE iShares ESG Aware MSCI EM ETF
-0.55%
-$2,154 
QQQM Invesco NASDAQ 100 ETF
-0.52%
-$30,928.87 
EZM WisdomTree U.S. MidCap Fund
-0.52%
-$41,284.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$1,397.63 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.48%
-$17,938.71 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.48%
-$26,850.83 
IVLU iShares MSCI International Value Factor ETF
-0.47%
-$1,591.21 
QQQ Invesco QQQ Trust, Series 1
-0.46%
-$1,201.51 
IEMG iShares Core MSCI Emerging Markets ETF
-0.45%
-$4,035.96 
GLDM SPDR Gold MiniShares Trust
-0.45%
-$3,218.6 
GLD SPDR Gold Shares
-0.45%
-$28,232.16 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.44%
-$35,454.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$24,778.01 
XSMO Invesco S&P SmallCap Momentum ETF
-0.41%
-$21,294.82 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.4%
-$22,505.48 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$1,875.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.38%
-$25,803.03 
DSI iShares MSCI KLD 400 Social ETF
-0.38%
-$2,676.76 
IWF iShares Russell 1000 Growth ETF
-0.37%
-$4,946.28 
SPEM SPDR Portfolio Emerging Markets ETF
-0.36%
-$9,632.24 
THRO iShares U.S. Thematic Rotation Active ETF
-0.34%
-$6,504.45 
AVEM Avantis Emerging Markets Equity ETF
-0.33%
-$4,622.41 
VUG Vanguard Growth ETF
-0.3%
-$1,515.51 
BLCR iShares Large Cap Core ACT ETF
-0.28%
-$6,469.82 
VTEB Vanguard Tax-Exempt Bond ETF
-0.28%
-$6,987.06 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.26%
-$32,057.17 
MUB iShares National Muni Bond ETF
-0.24%
-$5,775.52 
IVV iShares Core S&P 500 ETF
-0.23%
-$5,135.57 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$3,178.56 
SPMO Invesco S&P 500 Momentum ETF
-0.21%
-$4,286.4 
ESGU iShares ESG Aware MSCI USA ETF
-0.2%
-$1,871.7 
OEF iShares S&P 100 ETF
-0.2%
-$2,092.5 
LMUB iShares Long-Term National Muni Bond ETF
-0.19%
-$3,506.67 
BINC iShares Flexible Income Active ETF
-0.19%
-$1,138.48 
IWS iShares Russell Mid-Cap Value ETF
-0.19%
-$699.37 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.18%
-$2,058 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.16%
-$9,500.59 
FCTE SMI 3Fourteen FC Trend ETF
-0.16%
-$12,805.7 
EFV iShares MSCI EAFE Value ETF
-0.11%
-$465.2 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.1%
-$2,503.53 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$546.63 
IWP iShares Russell Mid-Cap Growth ETF
-0.1%
-$204.97 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$5,884.82 
SYSB iShares Systematic Bond ETF
-0.09%
-$362.16 
VTV Vanguard Value ETF
-0.07%
-$2,326.72 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$3,991.07 
MBB iShares MBS ETF
-0.05%
-$5,148.54 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.04%
-$9,881.19 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.04%
-$413.71 
JPM JPMorgan Chase & Co.
-0.04%
-$112.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.03%
-$2,609.72 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.02%
-$232.98 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.01%
-$61.1 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$28.12 Events
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Dividends
Dividend Analysis
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| Trades 1184 | Longs Won 736/1184 62% | Profit Factor 2.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,223.95 |
| Average Win $108,919.95 | Best Trade (Sep 15) $1.72M | Sharpe Ratio -9.71 |
| Average Loss -$75,247.92 | Worst Trade (Jun 30) -$2.28M | Z-Score -2.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $40,129.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,202 | 3,782 | 3,361 | 2,941 | 2,521 | 2,101 | 1,681 | 1,261 | 840 | 420 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,948 | $450,087.76 | $657,352.6 | - | $207,264.84 | 46.05% | +0.128% |
| ABBV AbbVie Inc. | 944 | $218,573.76 | $251,500.48 | - | $32,926.72 | 15.06% | +0.506% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 48,483 | $3.41M | $3.69M | - | $287,953.25 | 8.46% | -0.483% |
| ALNY Alnylam Pharmaceuticals Inc | 1,719 | $683,560.35 | $430,454.79 | - | -$253,105.56 | -37.03% | +1.582% |
| AMZN Amazon.com Inc | 2,218 | $307,831.25 | $546,958.8 | - | $239,127.55 | 77.68% | -1.071% |
| AVEM Avantis Emerging Markets Equity ETF | 14,911 | $1.17M | $1.41M | - | $240,141.55 | 20.56% | -0.327% |
| AVGO Broadcom Inc. | 809 | $223,000.85 | $281,835.37 | - | $58,834.52 | 26.38% | -1.863% |
| BAI iShares A.I. Innovation and Tech Active ETF | 51,700 | $1.72M | $2.42M | - | $694,190.82 | 40.32% | -0.638% |
| BINC iShares Flexible Income Active ETF | 11,984 | $634,306.16 | $611,843.12 | - | -$22,463.04 | -3.54% | -0.186% |
| BLCR iShares Large Cap Core ACT ETF | 46,213 | $1.92M | $2.28M | - | $360,898.86 | 18.83% | -0.283% |
| BRK-B Berkshire Hathaway Inc. | 1,208 | $551,553.14 | $613,253.28 | - | $61,700.14 | 11.19% | +0.097% |
| BTC Grayscale Bitcoin Mini Trust ETF | 48,919 | $2.42M | $1.36M | - | -$1.06M | -43.77% | 0.0 |
| CORO Ishares International Country Rotational Active ETF | 90,283 | $2.9M | $3.3M | - | $395,168.69 | 13.61% | -0.572% |
| CTA Simplify Managed Futures Strategy ETF | 361,176 | $10.23M | $10.75M | - | $518,447.12 | 5.07% | +0.236% |
| CVX Chevron Corporation | 1,828 | $302,456.72 | $379,145.48 | - | $76,688.76 | 25.36% | +0.925% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 3,305 | $252,153 | $278,859.37 | - | $26,706.37 | 10.59% | -0.549% |
| DRAM Roundhill Memory ETF | 51,118 | $3.78M | $3.1M | - | -$670,668.16 | -17.77% | -1.89% |
| DSI iShares MSCI KLD 400 Social ETF | 4,823 | $521,733.94 | $703,748.04 | - | $182,014.1 | 34.89% | -0.379% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 86,369 | $4.29M | $6.01M | - | $1.72M | 40.21% | -0.158% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 23,298 | $1.09M | $1.06M | - | -$29,709.79 | -2.72% | -0.022% |
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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) - $4.74M, 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 $20.75M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $3.37M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.33M, iShares MBS ETF - $1.23M, Schwab U.S. TIPS ETF - $1.02M, and Xtrackers USD High Yield Corporate Bond ETF - $952,177.65. 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.
