TFG
Tilson Financial Group Inc. Portfolio
Invests via Tilson Financial Group Inc. | Managed by Robert Tilson, John T. Prokop, Robert S. Tilson, Michael McGrady, Leo Tropeano, Anthony P. Lupo, Eric D. Tilson
Invests via Tilson Financial Group Inc.
Managed by Robert Tilson, John T. Prokop, Robert S. Tilson, Michael McGrady, Leo Tropeano, Anthony P. Lupo, Eric D. Tilson
Automatically Tracked
Company Profile
With a strong presence in the financial services sector, Tilson Financial Group Inc. focuses on delivering tailored wealth management solutions and strategic advisory services. Leveraging its expertise in asset allocation and investment strategy, the firm caters to both individual and institutional clients seeking guidance for complex financial landscapes. The leadership team emphasizes innovation and responsiveness to market changes, positioning the group as a forward-thinking player committed to enhancing client value through active engagement. Notably involved in private equity transactions and portfolio development, this company underscores its commitment to nurturing long-term relationships while adapting to evolving economic conditions.
With a strong presence in the financial services sector, Tilson Financial Group Inc. focuses on delivering tailored wealth management solutions and strategic advisory services. Leveraging its expertise in asset allocation and investment strategy, the firm caters to both individual and institutional clients seeking guidance for complex financial landscapes. The leadership team emphasizes innovation and responsiveness to market changes, positioning the group as a forward-thinking player committed to enhancing client value through active engagement. Notably involved in private equity transactions and portfolio development, this company underscores its commitment to nurturing long-term relationships while adapting to evolving economic conditions.
Investment Philosophy & Strategy
In an ever-evolving financial landscape, Tilson Financial Group Inc. prioritizes adaptive strategies that respond to market dynamics and client needs. The firm seeks investment opportunities through a blend of traditional asset management and innovative advisory services aimed at both individuals and institutions. Emphasizing a culture of proactive engagement, its leadership fosters collaboration to identify unique value propositions within various sectors. Focused on maintaining flexibility in capital deployment, the group strategically navigates risk while enhancing long-term relationships with stakeholders, ensuring that its portfolio reflects changing economic trends.
In an ever-evolving financial landscape, Tilson Financial Group Inc. prioritizes adaptive strategies that respond to market dynamics and client needs. The firm seeks investment opportunities through a blend of traditional asset management and innovative advisory services aimed at both individuals and institutions. Emphasizing a culture of proactive engagement, its leadership fosters collaboration to identify unique value propositions within various sectors. Focused on maintaining flexibility in capital deployment, the group strategically navigates risk while enhancing long-term relationships with stakeholders, ensuring that its portfolio reflects changing economic trends.
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:
56.87%
Gain -0.15%
Monthly
1.17%
Yearly
15.04%
Drawdown
17.31%
$364.83M
Equity
Holdings
$364.83M
Investment
$304.43M
$78.84M
Profit -$251,024.39
Realized
$18.44M
Unrealized
$60.4M
Dividends
$17.59M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$251,024.39
Win %
74%
This Week
Compared To Last Week
Gain
0.67%
Profit
$2.43M
Win %
74%
This Month
Compared to last month
Gain
0.67%
Profit
$2.43M
Win %
74%
This Year
Compared to last year
Gain
0.35%
Profit
$1.29M
Win %
76%
GOOGL Alphabet Inc
+6.73%
+$55,500.9 
META Meta Platforms Inc Class A
+3.28%
+$7,248.8 
MSFT Microsoft Corp.
+3.02%
+$37,454.97 
NVDA NVIDIA Corporation
+2.93%
+$12,858.94 
ORCL Oracle Corporation
+1.81%
+$7,934.85 
VZ Verizon Communications Inc.
+1.52%
+$7,542.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$19,423.77 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$156,067.2 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$2,806.92 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$3,656.36 
VUG Vanguard Growth ETF
+1.1%
+$425,886.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$8,182.16 
SCHW Charles Schwab Corporation
+0.87%
+$2,805.53 
MCD McDonald's Corporation
+0.82%
+$5,599.03 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,548.99 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,962.48 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$24,421.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$43,558.62 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,628.11 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,640.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,476.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$45,020.54 
CGGR Capital Group Growth ETF
+0.65%
+$1,595.29 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,820.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,598.7 
IDCC InterDigital, Inc.
+0.49%
+$1,512 
IYW iShares U.S. Technology ETF
+0.46%
+$2,525 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,131.09 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$45,627.04 
AVGO Broadcom Inc.
+0.37%
+$1,193.76 
PG Procter & Gamble Co
+0.37%
+$805.6 
BAC Bank of America Corporation
+0.36%
+$2,564.76 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$102,508.38 
MRK Merck & Co., Inc.
+0.32%
+$1,238.23 
JPM JPMorgan Chase & Co.
+0.27%
+$3,355.8 
DFAW Dimensional World Equity ETF
+0.22%
+$1,218.24 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$824.68 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$553.5 
BDX Becton, Dickinson and Company
+0.1%
+$307.19 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$56.32 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$213,814.4 
MU Micron Technology, Inc.
-5.9%
-$22,562.28 
RGEN Repligen Corporation
-1.8%
-$3,885.02 
LRCX Lam Research Corporation
-1.58%
-$9,118.02 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$13,029.99 
UPS United Parcel Service, Inc.
-1%
-$24,172.05 
ED Consolidated Edison, Inc.
-0.74%
-$3,240 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$18,417.19 
IWC iShares Micro-Cap ETF
-0.7%
-$2,121.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$78,667.46 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,204.2 
PM Philip Morris International Inc.
-0.61%
-$2,321.04 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$36,692.04 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$1,875.43 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$5,890.98 
DFIS Dimensional International Small Cap ETF
-0.53%
-$31,044.48 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$38,496.45 
IWM iShares Russell 2000 ETF
-0.47%
-$3,996.22 
DFIV Dimensional International Value ETF
-0.47%
-$28,673.46 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$48,405.69 
EVSD Eaton Vance Short Duration Income Fund
-0.43%
-$74,565.7 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$1,548.85 
MBBA iShares Mortgage-Backed Securities Active ETF
-0.32%
-$1,264.18 
VTV Vanguard Value ETF
-0.27%
-$1,986.5 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.26%
-$23,464.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,468 
VCRB Vanguard Core Bond ETF
-0.25%
-$112,951.65 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$2,523.9 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$24,796.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,813.04 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,491.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$12,195.18 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$44,070.35 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$800.19 
MUB iShares National Muni Bond ETF
-0.11%
-$7,803.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,008.3 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$6,953.12 
CNOB ConnectOne Bancorp Inc.
-0.03%
-$298.1 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,074.97 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$1,138.41 Events
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Dividends
Dividend Analysis
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| Trades 857 | Longs Won 642/857 74% | Profit Factor 18.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $384,717.88 |
| Average Win $129,896.86 | Best Trade (Aug 03) $6.41M | Sharpe Ratio -11.25 |
| Average Loss -$21,162.49 | Worst Trade (Aug 03) -$783,085.3 | Z-Score 11.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $91,999.82 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Tilson Financial Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $4.03M, Vanguard Core Bond ETF - $2.83M, Exxon Mobil Corporation - $2.51M, ISHARES S&P 500 GROWTH ETF (3IS8) - $2.17M, and SPDR S&P 500 ETF Trust - $2.13M. 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: Vanguard S&P 500 ETF - $105,415.87, NVIDIA Corporation - $42,399.53, Becton, Dickinson and Company - $37,858.83, Broadcom Inc - $21,348.36, and Merck & Co., Inc - $20,785.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tilson Financial Group Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.59M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $2.89M, SPDR Portfolio Short Term Treasury ETF - $1.46M, Dimensional US Large Cap Value ETF - $849,976.32, SPDR SSGA Multi-Asset Real Return ETF - $809,210.99, and VANGUARD FTSE DEVELOPED MARKETS ETF - $725,259.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tilson Financial Group Inc.'s monthly returns?
Tilson Financial Group Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tilson Financial Group Inc.'s strategy be considered aggressive or moderate?
Tilson Financial Group Inc.'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 Tilson Financial Group Inc.'s strategy?
Tilson Financial Group Inc.'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.
