RCS
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:
29.55%
Gain +0.3%
Monthly
0.27%
Yearly
3.31%
Drawdown
15.84%
$310.09M
Equity
Holdings
$310.09M
Investment
$268.47M
$53.61M
Profit +$991,080.41
Realized
$12M
Unrealized
$41.62M
Dividends
$18.71M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$991,080.41
Win %
77%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$856,239.28
Win %
77%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.88M
Win %
77%
This Year
Compared to last year
Gain
2.06%
Profit
$7.19M
Win %
77%
JPM JPMorgan Chase & Co.
+2.3%
+$6,779.59 
PICK iShares MSCI Global Metals & Mining Producers ETF
+2.01%
+$130,680.32 
RZV Invesco S&P SmallCap 600 Pure Value ETF
+1.9%
+$101,593.49 
SOXX iShares Semiconductor ETF
+1.59%
+$124,170.36 
PTF Invesco Dorsey Wright Technology ETF
+1.49%
+$96,166.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$80,997.84 
ABBV AbbVie Inc.
+1.3%
+$2,751.76 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$35,234.08 
XSMO Invesco S&P SmallCap Momentum ETF
+1.19%
+$65,092.65 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$99,058.33 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$4,150.33 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$3,022.89 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$5,329.67 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$5,153.94 
EZM WisdomTree U.S. MidCap Fund
+0.96%
+$64,037.54 
VTV Vanguard Value ETF
+0.94%
+$28,568.67 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$47,226.2 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$22,037.36 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$48,332.34 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$22,462.01 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$3,846.01 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$5,894.98 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.77%
+$2,395.17 
CVX Chevron Corporation
+0.75%
+$2,559.18 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$36,433.84 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$41,642.36 
EPI WisdomTree India Earnings Fund
+0.71%
+$7,854.08 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,097.06 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$50,155.44 
IYW iShares U.S. Technology ETF
+0.62%
+$2,018.55 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$2,091.11 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$5,501.98 
VGT Vanguard Information Technology ETF
+0.6%
+$33,997.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$34,374.6 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,502.32 
IVV iShares Core S&P 500 ETF
+0.58%
+$11,923.93 
FCTE SMI 3Fourteen FC Trend ETF
+0.57%
+$48,539.12 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$7,639.36 
GOOGL Alphabet Inc
+0.53%
+$3,858.2 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$4,185.72 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$16,803.33 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$12,000.02 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$12,432.42 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$11,918.72 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.42%
+$4,315.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$23,436.05 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$8,379.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$23,075.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$984.25 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$10,962.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$21,280.01 
XOM Exxon Mobil Corporation
+0.29%
+$1,352.74 
OEF iShares S&P 100 ETF
+0.27%
+$2,635.35 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$1,012.88 
VUG Vanguard Growth ETF
+0.22%
+$1,064.76 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.2%
+$511.5 
NVDA NVIDIA Corporation
+0.18%
+$515.04 
MSFT Microsoft Corp.
+0.13%
+$406.12 
BINC iShares Flexible Income Active ETF
+0.12%
+$2,167.92 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$621.36 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$770.1 
GLD SPDR Gold Shares
+0.06%
+$3,452.15 
BTC Grayscale Bitcoin Mini Trust ETF
+0.04%
+$484.76 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$621.6 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$905.7 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$995.32 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$71.46 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
LMUB iShares Long-Term National Muni Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$9,111.7 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$17,945.76 
SHLD Global X Defense Tech ETF
-1.98%
-$25,394.94 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$46,783.54 
AAPL Apple Inc.
-1.52%
-$8,901 
CTA Simplify Managed Futures Strategy ETF
-1.26%
-$121,752 
AMZN Amazon.com Inc
-1.21%
-$6,498.72 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$51,316.92 
AVGO Broadcom Inc.
-0.94%
-$2,928.59 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$86,407.7 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.25%
-$10,238.22 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$12,085.56 
MBB iShares MBS ETF
-0.15%
-$15,672.86 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$28,389.87 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$735.84 
SYSB iShares Systematic Bond ETF
-0.11%
-$419.7 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$3,621.28 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$1,184.75 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$2,269.71 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$3,125.43 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$355.02 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$685.14 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$5,049.93 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$75.62 
MUB iShares National Muni Bond ETF
-0.01%
-$229.58 Events
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Dividends
Dividend Analysis
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| Trades 1097 | Longs Won 694/1097 63% | Profit Factor 3.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,819.52 |
| Average Win $111,451.46 | Best Trade (Jun 12) $2.17M | Sharpe Ratio -9.39 |
| Average Loss -$58,891.99 | Worst Trade (Jun 30) -$2.28M | Z-Score -0.35 (27.45%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $48,873.14 |
| 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 | 5,263 | 4,737 | 4,211 | 3,684 | 3,158 | 2,632 | 2,105 | 1,579 | 1,053 | 526 |
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Returns
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