DT
Derek Tinnin Portfolio
Invests via Altiora Financial Group, LLC | Managed by Derek Tinnin
Invests via Altiora Financial Group, LLC
Managed by Derek Tinnin
Automatically Tracked
Derek Tinnin Profile
Seasoned operator and investor focused on growth-stage technology and consumer companies, with experience in scaling businesses, capital formation and strategic exits. Derek Tinnin brings founder-CEO operating experience and board-level advisory roles, having led fundraising, go-to-market and M&A initiatives for venture-backed firms. Active angel and seed investor, provides hands-on operational support to portfolio companies and connects management teams to institutional capital and strategic partners.
Seasoned operator and investor focused on growth-stage technology and consumer companies, with experience in scaling businesses, capital formation and strategic exits. Derek Tinnin brings founder-CEO operating experience and board-level advisory roles, having led fundraising, go-to-market and M&A initiatives for venture-backed firms. Active angel and seed investor, provides hands-on operational support to portfolio companies and connects management teams to institutional capital and strategic partners.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer opportunities where founder-driven teams can scale revenue and distributions rapidly. Prioritizes capital-efficient rounds that extend product-market fit, pairing hands-on operational support with selective follow-on capital to de-risk execution milestones. Employs a pragmatic venture-to-scale time horizon, balancing conviction bets on category creators with a portfolio of smaller seed positions for optionality. Underwrites deals with emphasis on repeatable go-to-market motion, unit economics improvement, and clear exit pathways; uses board-level experience and strategic partner networks as the primary operating edge to accelerate growth and reduce execution risk.
Focuses on growth-stage technology and consumer opportunities where founder-driven teams can scale revenue and distributions rapidly. Prioritizes capital-efficient rounds that extend product-market fit, pairing hands-on operational support with selective follow-on capital to de-risk execution milestones. Employs a pragmatic venture-to-scale time horizon, balancing conviction bets on category creators with a portfolio of smaller seed positions for optionality. Underwrites deals with emphasis on repeatable go-to-market motion, unit economics improvement, and clear exit pathways; uses board-level experience and strategic partner networks as the primary operating edge to accelerate growth and reduce execution risk.
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:
-1.69%
Gain
Monthly
0.15%
Yearly
1.78%
Drawdown
37.36%
$644.64M
Equity
Holdings
$644.64M
Investment
$512.32M
$146.38M
Profit -$1.21M
Realized
$14.05M
Unrealized
$132.32M
Dividends
$34.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.21M
Win %
75%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$186,019.08
Win %
75%
This Month
Compared to last month
Gain
0.36%
Profit
$2.28M
Win %
75%
This Year
Compared to last year
Gain
6.18%
Profit
$37.53M
Win %
76%
UNH UnitedHealth Group Incorporated
+3.73%
+$16,385.39 
COST Costco Wholesale Corporation
+2.21%
+$17,790.96 
WMT Walmart Inc.
+1.88%
+$5,131.84 
LLY Eli Lilly and Company
+1.72%
+$17,810.5 
CVX Chevron Corporation
+1.61%
+$12,007.04 
PG Procter & Gamble Co
+1.59%
+$6,086.47 
XOM Exxon Mobil Corporation
+1.49%
+$3,334.65 
DFAT Dimensional US Targeted Value ETF
+1.47%
+$242,025.28 
IJS iShares S&P Small-Cap 600 Value ETF
+1.39%
+$6,568.07 
IBM International Business Machines Corporation
+1.21%
+$2,274.61 
IWN iShares Russell 2000 Value ETF
+1.11%
+$19,264.26 
MSFT Microsoft Corp.
+1.11%
+$30,905.67 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$3,768.22 
JNJ Johnson & Johnson
+1.05%
+$4,653.27 
MLPX Global X MLP & Energy Infrastructure ETF
+1.05%
+$7,632 
AAPL Apple Inc.
+0.97%
+$32,273.77 
DFAS Dimensional U.S. Small Cap ETF
+0.57%
+$31,279.54 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$1,249.67 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.52%
+$2,437.5 
AMZN Amazon.com Inc
+0.52%
+$8,140.44 
BILL Bill Holdings Inc.
+0.43%
+$3,610 
VTV Vanguard Value ETF
+0.34%
+$2,473.5 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$1,220.78 
VB Vanguard Small-Cap ETF
+0.19%
+$897.7 
AVLV Avantis U.S. Large Cap Value ETF
+0.18%
+$831.3 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$23,756.14 
MCHI iShares MSCI China ETF
+0.11%
+$479.4 
VPU Vanguard Utilities ETF
+0.1%
+$1,130 
GOOGL Alphabet Inc
+0.1%
+$1,087.8 
GOOG Alphabet Inc
+0.1%
+$1,527.89 
DUHP Dimensional US High Profitability ETF
+0.07%
+$4,850.22 
DFSU Dimensional US Sustainability Core 1 ETF
+0.03%
+$390 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$1,899.5 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$3,762.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$190.82 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$283.65 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
NEM Newmont Corporation
-3.75%
-$8,694.4 
B BARRICK MINING CORP Common Stock (ABR0)
-3.62%
-$7,592 
AEM Agnico Eagle Mines Limited
-3.44%
-$6,337.44 
CAT Caterpillar Inc.
-3.18%
-$11,632 
NVDA NVIDIA Corporation
-2.77%
-$7,880.82 
DFAE Dimensional Emerging Core Equity Market ETF
-1.77%
-$13,672.6 
GLD SPDR Gold Shares
-1.73%
-$10,030.8 
IAU iShares Gold Trust
-1.68%
-$82,424.32 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.66%
-$17,459 
DFEV Dimensional Emerging Markets Value ETF
-1.62%
-$15,079.54 
META Meta Platforms Inc Class A
-1.52%
-$4,562.8 
TSLA Tesla, Inc.
-1.47%
-$29,345.06 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$5,850.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$3,107.52 
IUSG iShares Core S&P U.S. Growth ETF
-1.2%
-$4,156.37 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.11%
-$593,333.96 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$6,371.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.05%
-$83,243.48 
VEU Vanguard FTSE All-World ex-US ETF
-1.02%
-$2,898.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$6,674 
VUG Vanguard Growth ETF
-0.94%
-$64,741.05 
IBIT iShares Bitcoin Trust
-0.87%
-$4,147.2 
FOXY Simplify Currency Strategy ETF
-0.85%
-$3,269.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.67%
-$3,738.9 
AVIV Avantis International Large Cap Value ETF
-0.64%
-$3,434 
DFSI Dimensional International Sustainability Core 1 ETF
-0.59%
-$2,457 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$25,717.4 
VT Vanguard Total World Stock ETF
-0.58%
-$1,355.16 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$9,800.78 
CDX Simplify High Yield ETF
-0.57%
-$107,876.4 
JPM JPMorgan Chase & Co.
-0.54%
-$1,548.92 
DFIV Dimensional International Value ETF
-0.53%
-$54,667.33 
CTA Simplify Managed Futures Strategy ETF
-0.52%
-$88,255.16 
DIHP Dimensional International High Profitability Portfolio
-0.47%
-$16,344.48 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$1,612.71 
DFUS Dimensional U.S. Equity Market ETF
-0.41%
-$37,933.8 
IVV iShares Core S&P 500 ETF
-0.38%
-$10,996.89 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$2,868.48 
VOO Vanguard S&P 500 ETF
-0.38%
-$963.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$11,103.58 
SBAR Simplify Barrier Income ETF
-0.35%
-$5,696.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$112,549.9 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$1,338.96 
DISV Dimensional International Small Cap Equity Fund
-0.23%
-$2,959.53 
DFAU Dimensional US Core Equity Market ETF
-0.22%
-$7,844.84 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.21%
-$4,562.41 
HIGH Simplify Enhanced Income ETF
-0.21%
-$10,334.79 
SCMB Schwab Municipal Bond ETF
-0.16%
-$800 
MUB iShares National Muni Bond ETF
-0.14%
-$1,027.18 
GOVT iShares U.S. Treasury Bond ETF
-0.13%
-$3,203.25 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.13%
-$6,500 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$19,584.15 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$16,201.74 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$12,674.23 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.09%
-$5,601.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.08%
-$101,158.65 
DFIP Dimensional Inflation-Protected Securities ETF
-0.06%
-$1,964.9 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.06%
-$4,470.84 
BAC Bank of America Corporation
-0.06%
-$525.35 
NFLX Netflix, Inc.
-0.05%
-$91.6 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$966.25 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$263.97 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$98.78 
DCOR Dimensional US Core Equity 1 ETF
-0.04%
-$7,802.37 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$13,837.73 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$1,529.52 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$2,554.93 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$118.09 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$1,690.11 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.02%
-$347.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$70.12 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$1,492.17 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
-$240.46 Events
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Dividends
Dividend Analysis
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| Trades 779 | Longs Won 593/779 76% | Profit Factor 26.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $256,618.39 | Best Trade (Jul 16) $43.06M | Sharpe Ratio -11.97 |
| Average Loss -$31,157.2 | Worst Trade (Jul 13) -$1.54M | Z-Score 14.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 5d | Expectancy $187,906.89 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
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Option values are updated at end of day.
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