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:
23.25%
Gain +0.59%
Monthly
0.66%
Yearly
8.16%
Drawdown
15.93%
$354.25M
Equity
Holdings
$354.25M
Investment
$291.33M
$79.39M
Profit +$2.32M
Realized
$16.47M
Unrealized
$62.92M
Dividends
$15.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$2.32M
Win %
80%
This Week
Compared To Last Week
Gain
0.69%
Profit
$2.42M
Win %
80%
This Month
Compared to last month
Gain
0.35%
Profit
$1.25M
Win %
80%
This Year
Compared to last year
Gain
5.75%
Profit
$19.58M
Win %
81%
LRCX Lam Research Corporation
+6.03%
+$51,405.77 
META Meta Platforms Inc Class A
+4.67%
+$10,361.5 
ORCL Oracle Corporation
+4.62%
+$29,231.85 
IYW iShares U.S. Technology ETF
+3.73%
+$21,369.32 
NVDA NVIDIA Corporation
+3.54%
+$14,135.22 
QQQ Invesco QQQ Trust, Series 1
+3.14%
+$9,290.59 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+3.03%
+$341,588.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.87%
+$39,004.05 
VUG Vanguard Growth ETF
+2.81%
+$1.04M 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.76%
+$303,610.81 
GOOGL Alphabet Inc
+2.69%
+$23,111.35 
MSFT Microsoft Corp.
+2.31%
+$25,346.26 
IWF iShares Russell 1000 Growth ETF
+2.26%
+$75,427 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$19,070.07 
SPEM SPDR Portfolio Emerging Markets ETF
+2.03%
+$5,278.8 
AAPL Apple Inc.
+1.82%
+$46,901.14 
IDCC InterDigital, Inc.
+1.81%
+$5,181.11 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$104,770.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.76%
+$111,006.09 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$11,383.63 
DSI iShares MSCI KLD 400 Social ETF
+1.58%
+$4,455.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.52%
+$20,257.9 
IVV iShares Core S&P 500 ETF
+1.5%
+$14,079.72 
BRK-A Berkshire Hathaway Inc.
+1.36%
+$9,946 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.24%
+$32,129.46 
DFAW Dimensional World Equity ETF
+1.22%
+$6,401.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$135,845.64 
IWC iShares Micro-Cap ETF
+0.92%
+$3,259.03 
PRF Invesco FTSE RAFI US 1000 ETF
+0.69%
+$2,047.96 
IWD iShares Russell 1000 Value ETF
+0.68%
+$1,679.7 
UPS United Parcel Service, Inc.
+0.68%
+$16,695.88 
DFIS Dimensional International Small Cap ETF
+0.64%
+$35,717.16 
IWM iShares Russell 2000 ETF
+0.58%
+$4,846.92 
PG Procter & Gamble Co
+0.57%
+$1,283.52 
PEG Public Service Enterprise Group Incorporated
+0.56%
+$6,536.25 
VTV Vanguard Value ETF
+0.53%
+$3,903.1 
DFIC Dimensional International Core Equity Market ETF
+0.53%
+$34,016.46 
MCD McDonald's Corporation
+0.46%
+$3,227.86 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$1,996 
DFLV Dimensional US Large Cap Value ETF
+0.23%
+$70,321.23 
MUB iShares National Muni Bond ETF
+0.11%
+$7,788.17 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.11%
+$11,880 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.1%
+$10,152.21 
MBBA iShares Mortgage-Backed Securities Active ETF
+0.1%
+$402.9 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$5,151.7 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$528.3 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.09%
+$972.08 
VYM Vanguard High Dividend Yield ETF
+0.08%
+$8,074.17 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.07%
+$520.56 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.06%
+$3,877.56 
EVSD Eaton Vance Short Duration Income Fund
+0.06%
+$9,937.2 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$336 
DFAS Dimensional U.S. Small Cap ETF
+0.05%
+$12,355.44 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.05%
+$4,482.82 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$1,123.88 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$233.04 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.04%
+$296.65 
VCRB Vanguard Core Bond ETF
+0.02%
+$9,739.72 
DFIV Dimensional International Value ETF
+0.02%
+$1,014.43 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$541.26 
VCRM
0%
$0 
XOM Exxon Mobil Corporation
-4.14%
-$216,444.49 
MRK Merck & Co., Inc.
-3.49%
-$12,163.66 
JNJ Johnson & Johnson
-2.16%
-$8,085.92 
VZ Verizon Communications Inc.
-2.16%
-$10,647.52 
BMY Bristol-Myers Squibb Company
-1.56%
-$5,740.5 
PM Philip Morris International Inc.
-1.35%
-$4,591.56 
DHS WisdomTree U.S. High Dividend Fund
-1.01%
-$4,143.52 
CNOB ConnectOne Bancorp Inc.
-1.01%
-$9,772.95 
EFA iShares MSCI EAFE ETF
-0.9%
-$5,922 
RWO SPDR Dow Jones Global Real Estate ETF
-0.8%
-$2,812.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.7%
-$7,658.4 
DFGR Dimensional Global Real Estate ETF
-0.65%
-$46,397.43 
BDX Becton, Dickinson and Company
-0.49%
-$1,301.06 
JPM JPMorgan Chase & Co.
-0.41%
-$4,708.48 
BAC Bank of America Corporation
-0.27%
-$1,741.2 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.25%
-$25,809.93 
IJR iShares Core S&P Small-Cap ETF
-0.2%
-$7,567.56 
SCHW Charles Schwab Corporation
-0.17%
-$462.45 Events
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Dividends
Dividend Analysis
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| Trades 781 | Longs Won 599/781 76% | Profit Factor 25.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,698.27 |
| Average Win $137,968.01 | Best Trade (Jun 15) $6.78M | Sharpe Ratio -5.87 |
| Average Loss -$17,854.01 | Worst Trade (Jun 14) -$645,142.85 | Z-Score 11.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 6d | Expectancy $101,656.09 |
| 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 | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
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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