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:
27.47%
Gain -0.69%
Monthly
0.94%
Yearly
11.82%
Drawdown
11.3%
$194.7M
Equity
Holdings
$194.7M
Investment
$172.19M
$28.2M
Profit -$903,655
Realized
$5.68M
Unrealized
$22.51M
Dividends
$7M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$903,655
Win %
60%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$88,689.78
Win %
60%
This Month
Compared to last month
Gain
-0.46%
Profit
-$903,655
Win %
60%
This Year
Compared to last year
Gain
1.42%
Profit
$2.72M
Win %
61%
AMZN Amazon.com Inc
+15.32%
+$214,098.66 
GOOGL Alphabet Inc
+6.73%
+$101,137.47 
META Meta Platforms Inc Class A
+3.28%
+$36,031.82 
MSFT Microsoft Corp.
+3.02%
+$49,917.26 
NVDA NVIDIA Corporation
+2.93%
+$43,464.57 
CSCO Cisco Systems, Inc.
+2.14%
+$40,240.8 
ORCL Oracle Corporation
+1.81%
+$16,518.81 
GE General Electric Company
+1.42%
+$26,030.24 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$170,754.56 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$4,536.53 
GEV GE Vernova Inc.
+0.85%
+$1,637.07 
TSLA Tesla, Inc.
+0.76%
+$8,538.41 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,479.79 
CAT Caterpillar Inc.
+0.7%
+$3,759.2 
PLTR Palantir Technologies Inc.
+0.65%
+$7,139.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$56,388 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$3,473.11 
CAIE Calamos Autocallable Income ETF
+0.56%
+$1,122.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,443.36 
AVGO Broadcom Inc.
+0.37%
+$5,528.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,341.92 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$3,416.94 
JPM JPMorgan Chase & Co.
+0.27%
+$4,340.92 
ITDH iShares LifePath Target Date 2060 ETF
+0.26%
+$681.14 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$35,472.32 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$813 
ITDC iShares LifePath Target Date 2035 ETF
+0.14%
+$381.16 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.14%
+$1,387.32 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$11,995.14 
NUE Nucor Corporation
+0.1%
+$258.5 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.1%
+$211.43 
WMT Walmart Inc.
+0.09%
+$1,080.92 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$121.56 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$83.3 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$132,334.44 
ABBV AbbVie Inc.
-2.51%
-$37,558.35 
IAU iShares Gold Trust
-1.46%
-$4,360.67 
TJX The TJX Companies, Inc.
-1.21%
-$15,100.72 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,081.16 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$91,814.8 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$35,925.78 
LLY Eli Lilly and Company
-0.53%
-$8,453.27 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$942.8 
FDVV Fidelity High Dividend ETF
-0.35%
-$36,922.6 
CEG Constellation Energy Corporation
-0.31%
-$987.39 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$978.75 
FBND Fidelity Total Bond ETF
-0.27%
-$37,028.04 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$37,017.7 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$34,452.25 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$27,586.5 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$16,327.56 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$437.34 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.13%
-$1,069.71 
MUB iShares National Muni Bond ETF
-0.11%
-$1,409.64 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,402.83 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,513.65 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$287.62 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.09%
-$218.25 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$656.19 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$602.07 
UBER Uber Technologies, Inc.
-0.01%
-$161.15 Events
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Dividends
Dividend Analysis
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| Trades 472 | Longs Won 302/472 63% | Profit Factor 7.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $268,751.72 |
| Average Win $106,978.19 | Best Trade (Sep 01) $3.25M | Sharpe Ratio -10.88 |
| Average Loss -$24,175.26 | Worst Trade (Dec 31) -$414,755.51 | Z-Score 0.7 (51.34%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $59,740.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,397 | $1.19M | $1.67M | - | $480,241.21 | 40.46% | -7.354% |
| ABBV AbbVie Inc. | 5,805 | $1.33M | $1.46M | - | $128,657.11 | 9.69% | -2.513% |
| AMZN Amazon.com Inc | 5,934 | $1.2M | $1.61M | - | $408,450.74 | 33.95% | +15.321% |
| AVGO Broadcom Inc. | 3,839 | $1M | $1.49M | - | $493,265.16 | 49.27% | +0.371% |
| BND Vanguard Total Bond Market Index Fund | 194,830 | $14.17M | $14.07M | - | -$102,022.95 | -0.72% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 2,872 | $1.35M | $1.47M | - | $114,489.5 | 8.45% | +0.365% |
| CAIE Calamos Autocallable Income ETF | 7,485 | $203,667 | $201,047.1 | - | -$2,619.9 | -1.29% | +0.562% |
| CAT Caterpillar Inc. | 663 | $245,115.26 | $540,219.03 | - | $295,103.77 | 120.39% | +0.701% |
| CEG Constellation Energy Corporation | 1,219 | $396,710.33 | $320,292.25 | - | -$76,418.08 | -19.26% | -0.307% |
| COWZ Pacer US Cash Cows 100 ETF | 272,864 | $15.29M | $18.26M | - | $2.97M | 19.4% | +0.195% |
| CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June | 8,132 | $212,732 | $223,190.87 | - | $10,458.87 | 4.92% | +0.095% |
| CPSD Calamos S&P 500 Structured Alt Protection ETF – December | 37,495 | $896,006.62 | $1.01M | - | $110,996.59 | 12.39% | +0.138% |
| CSCO Cisco Systems, Inc. | 16,560 | $1.07M | $1.92M | - | $851,413.14 | 79.62% | +2.14% |
| EDIV SPDR S&P Emerging Markets Dividend ETF | 123,882 | $4.87M | $5.13M | - | $259,257.7 | 5.32% | -0.696% |
| EWX SPDR S&P Emerging Markets Small Cap ETF | 8,471 | $530,027.73 | $569,759.46 | - | $39,731.73 | 7.5% | +0.613% |
| FBND Fidelity Total Bond ETF | 308,567 | $14.27M | $13.8M | - | -$467,926.21 | -3.28% | -0.268% |
| FDVV Fidelity High Dividend ETF | 167,830 | $9.53M | $10.5M | - | $969,204.72 | 10.17% | -0.35% |
| GE General Electric Company | 5,175 | $1M | $1.86M | - | $858,912.49 | 85.51% | +1.417% |
| GEV GE Vernova Inc. | 197 | $231,447 | $195,087.13 | - | -$36,359.87 | -15.71% | +0.846% |
| GOOGL Alphabet Inc | 4,501 | $865,024.29 | $1.6M | - | $737,916.84 | 85.31% | +6.734% |
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Option values are updated at end of day.
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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 - $1.92M, Fidelity Total Bond ETF - $863,530.62, Invesco S&P International Developed Momentum ETF - $861,384.63, Axon Enterprise, Inc - $806,376.07, and VictoryShares Core Intermediate Bond ETF - $773,276.52. 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 $7M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.07M, Fidelity Total Bond ETF - $863,530.62, VictoryShares Core Intermediate Bond ETF - $773,276.52, SPDR Portfolio Aggregate Bond ETF - $654,335.6, and iShares Currency Hedged MSCI EAFE ETF - $469,833.28. 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.
