Christian J. Cyr Portfolio
Invests via Cyr Financial Inc. | Managed by Christian J. Cyr
Invests via Cyr Financial Inc.
Managed by Christian J. Cyr
Automatically Tracked
Christian J. Cyr Profile
Veteran private markets professional focusing on growth-stage and middle-market investments across healthcare, financial services and business services. Christian J. Cyr is an investor and operator with a background in corporate finance, M&A and portfolio company value creation. Experience includes sourcing deal flow, leading diligence, executing carve-outs and active board oversight. Investment approach emphasizes operational improvements, revenue growth and disciplined capital-structure management. Frequently serves as chair or board director for portfolio companies and partners with limited partners and co-investors on buy-and-build and growth equity situations.
Veteran private markets professional focusing on growth-stage and middle-market investments across healthcare, financial services and business services. Christian J. Cyr is an investor and operator with a background in corporate finance, M&A and portfolio company value creation. Experience includes sourcing deal flow, leading diligence, executing carve-outs and active board oversight. Investment approach emphasizes operational improvements, revenue growth and disciplined capital-structure management. Frequently serves as chair or board director for portfolio companies and partners with limited partners and co-investors on buy-and-build and growth equity situations.
Investment Philosophy & Strategy
Focuses on growth-stage and middle-market opportunities in healthcare, financial services and business services, combining investor rigor with operator-led value creation. Prioritizes carve-outs, buy-and-build and growth equity situations where hands-on board oversight and active portfolio management can drive operational improvements and revenue expansion. Underwrites deals with disciplined capital-structure thinking, detailed commercial and execution diligence, and a medium-to-long time horizon. Prefers partnerships with LPs and co-investors to deploy patient capital and accelerate scale through targeted M&A and commercial initiatives.
Focuses on growth-stage and middle-market opportunities in healthcare, financial services and business services, combining investor rigor with operator-led value creation. Prioritizes carve-outs, buy-and-build and growth equity situations where hands-on board oversight and active portfolio management can drive operational improvements and revenue expansion. Underwrites deals with disciplined capital-structure thinking, detailed commercial and execution diligence, and a medium-to-long time horizon. Prefers partnerships with LPs and co-investors to deploy patient capital and accelerate scale through targeted M&A and commercial initiatives.
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:
25.81%
Gain +0.45%
Monthly
0.84%
Yearly
10.53%
Drawdown
11.3%
$193.07M
Equity
Holdings
$193.07M
Investment
$172.19M
$26.57M
Profit +$594,802.55
Realized
$5.68M
Unrealized
$20.89M
Dividends
$7.68M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$594,802.55
Win %
59%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$226,027.78
Win %
59%
This Month
Compared to last month
Gain
1.1%
Profit
$2.11M
Win %
59%
This Year
Compared to last year
Gain
0.57%
Profit
$1.09M
Win %
61%
LLY Eli Lilly and Company
+4.86%
+$81,002.47 
ORCL Oracle Corporation
+2.21%
+$20,666.39 
UBER Uber Technologies, Inc.
+2.21%
+$24,655.95 
WMT Walmart Inc.
+2.06%
+$25,833.51 
ABBV AbbVie Inc.
+1.58%
+$26,006.34 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$6,368.5 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.24%
+$61,941 
TJX The TJX Companies, Inc.
+1.2%
+$13,449.07 
COWZ Pacer US Cash Cows 100 ETF
+1.12%
+$212,833.92 
IAU iShares Gold Trust
+1.12%
+$3,318.74 
MSFT Microsoft Corp.
+1.1%
+$21,586.85 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.08%
+$82,998.43 
IQLT iShares MSCI International Quality Factor ETF
+0.88%
+$2,208.06 
GE General Electric Company
+0.78%
+$12,445.93 
JMUB JPMorgan Municipal Bond ETF
+0.76%
+$9,309.69 
MUB iShares National Muni Bond ETF
+0.75%
+$8,927.72 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$10,595.55 
FBND Fidelity Total Bond ETF
+0.64%
+$86,398.76 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$81,828.6 
UITB VictoryShares Core Intermediate Bond ETF
+0.59%
+$79,391.35 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$74,483.55 
FDVV Fidelity High Dividend ETF
+0.48%
+$49,509.85 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$6,562.55 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.31%
+$947.57 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.27%
+$32,791 
AAPL Apple Inc.
+0.25%
+$4,695.44 
CAIE Calamos Autocallable Income ETF
+0.24%
+$486.52 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.24%
+$1,961.13 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.22%
+$684.54 
ITDC iShares LifePath Target Date 2035 ETF
+0.19%
+$516.03 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.15%
+$2,296.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$360.84 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.13%
+$304.51 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$1,806.21 
ITDH iShares LifePath Target Date 2060 ETF
+0.1%
+$263.08 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$194.5 
GOOGL Alphabet Inc
+0.07%
+$1,012.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$41.65 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$21.08 
VOO Vanguard S&P 500 ETF
+0.01%
+$28.65 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
0%
$0 
CSCO Cisco Systems, Inc.
-4.05%
-$76,176 
CAT Caterpillar Inc.
-2.85%
-$14,168.3 
GEV GE Vernova Inc.
-2.69%
-$4,993.96 
AVGO Broadcom Inc.
-2.01%
-$26,661.85 
TSLA Tesla, Inc.
-1.87%
-$24,801.39 
NVDA NVIDIA Corporation
-1.85%
-$31,209.2 
CEG Constellation Energy Corporation
-1.84%
-$6,277.86 
NUE Nucor Corporation
-1.6%
-$4,249.74 
SPMO Invesco S&P 500 Momentum ETF
-1.51%
-$18,251.38 
PLTR Palantir Technologies Inc.
-0.9%
-$16,063.2 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.79%
-$4,727.67 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$67,056.13 
IDMO Invesco S&P International Developed Momentum ETF
-0.71%
-$83,965.98 
META Meta Platforms Inc Class A
-0.59%
-$8,926.4 
JPM JPMorgan Chase & Co.
-0.53%
-$8,266.22 
IWY iShares Russell Top 200 Growth ETF
-0.46%
-$2,618.72 
XLG Invesco S&P 500 Top 50 ETF
-0.3%
-$52,026.78 
AMZN Amazon.com Inc
-0.22%
-$3,263.71 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
-0.11%
-$244.77 
SPHQ Invesco S&P 500 Quality ETF
-0.05%
-$106.06 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$32.62 Events
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Dividends
Dividend Analysis
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| Trades 472 | Longs Won 301/472 63% | Profit Factor 6.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $256,486.54 |
| Average Win $105,139.84 | Best Trade (Oct 15) $2.87M | Sharpe Ratio -11.78 |
| Average Loss -$29,693.14 | Worst Trade (Oct 14) -$494,602.43 | Z-Score 0.54 (41%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $56,291.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,397 | $1.19M | $1.86M | - | $668,704.45 | 56.34% | +0.254% |
| ABBV AbbVie Inc. | 5,805 | $1.33M | $1.67M | - | $343,558.21 | 25.87% | +1.58% |
| AMZN Amazon.com Inc | 5,934 | $1.2M | $1.5M | - | $301,342.1 | 25.05% | -0.216% |
| AVGO Broadcom Inc. | 3,839 | $1M | $1.3M | - | $301,411.13 | 30.11% | -2.006% |
| BND Vanguard Total Bond Market Index Fund | 194,830 | $14.17M | $13.8M | - | -$376,733.25 | -2.66% | +0.597% |
| BRK-B Berkshire Hathaway Inc. | 2,872 | $1.35M | $1.52M | - | $163,586.37 | 12.08% | +0.434% |
| CAIE Calamos Autocallable Income ETF | 7,485 | $203,667 | $199,437.82 | - | -$4,229.18 | -2.08% | +0.245% |
| CAT Caterpillar Inc. | 663 | $245,115.26 | $482,405.43 | - | $237,290.17 | 96.81% | -2.853% |
| CEG Constellation Energy Corporation | 1,219 | $396,710.33 | $334,481.41 | - | -$62,228.92 | -15.69% | -1.842% |
| COWZ Pacer US Cash Cows 100 ETF | 272,864 | $15.29M | $19.13M | - | $3.84M | 25.13% | +1.125% |
| CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June | 8,132 | $212,732 | $225,784.98 | - | $13,052.98 | 6.14% | -0.108% |
| CPSD Calamos S&P 500 Structured Alt Protection ETF – December | 37,495 | $896,006.62 | $1.02M | - | $124,974.73 | 13.95% | 0.0 |
| CSCO Cisco Systems, Inc. | 16,560 | $1.07M | $1.81M | - | $736,321.14 | 68.85% | -4.048% |
| EDIV SPDR S&P Emerging Markets Dividend ETF | 123,882 | $4.87M | $5.04M | - | $170,062.66 | 3.49% | +1.244% |
| EWX SPDR S&P Emerging Markets Small Cap ETF | 8,471 | $530,027.73 | $595,257.17 | - | $65,229.44 | 12.31% | -0.788% |
| FBND Fidelity Total Bond ETF | 308,567 | $14.27M | $13.52M | - | -$745,636.51 | -5.23% | +0.643% |
| FDVV Fidelity High Dividend ETF | 167,830 | $9.53M | $10.37M | - | $835,779.87 | 8.77% | +0.48% |
| GE General Electric Company | 5,175 | $1M | $1.6M | - | $596,824.57 | 59.42% | +0.783% |
| GEV GE Vernova Inc. | 197 | $231,447 | $180,536.71 | - | -$50,910.29 | -22% | -2.692% |
| GOOGL Alphabet Inc | 4,501 | $865,024.29 | $1.57M | - | $700,716.07 | 81.01% | +0.065% |
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FAQ
Which stocks have generated the highest profits for Christian J. Cyr?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total Bond Market Index Fund - $1.97M, Invesco S&P International Developed Momentum ETF - $930,556.6, Fidelity Total Bond ETF - $863,530.62, VictoryShares Core Intermediate Bond ETF - $822,987.49, and Axon Enterprise, Inc - $806,376.07. 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: WisdomTree Global ex-U.S. Quality Dividend Growth Fund - $465,374.65, UnitedHealth Group Incorporated - $228,844.22, Danaher Corporation - $112,547.3, Arista Networks, Inc - $78,560.04, and Netflix, Inc - $45,705.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christian J. Cyr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.68M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.12M, Fidelity Total Bond ETF - $863,530.62, VictoryShares Core Intermediate Bond ETF - $822,987.49, SPDR Portfolio Aggregate Bond ETF - $752,689.75, and Pacer US Cash Cows 100 ETF - $520,421.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christian J. Cyr's monthly returns?
Christian J. Cyr's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Christian J. Cyr's strategy be considered aggressive or moderate?
Christian J. Cyr's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Christian J. Cyr's strategy?
Christian J. Cyr's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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