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:
59.68%
Gain -0.53%
Monthly
1.24%
Yearly
15.93%
Drawdown
17.26%
$642.82M
Equity
Holdings
$642.82M
Investment
$503.5M
$153.78M
Profit -$1.94M
Realized
$14.45M
Unrealized
$139.32M
Dividends
$35.84M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.94M
Win %
69%
This Week
Compared To Last Week
Gain
0.81%
Profit
$5.19M
Win %
69%
This Month
Compared to last month
Gain
-0.3%
Profit
-$1.94M
Win %
69%
This Year
Compared to last year
Gain
1.14%
Profit
$7.35M
Win %
70%
NEM Newmont Corporation
+3.79%
+$10,408.96 
GLD SPDR Gold Shares
+1.02%
+$6,349.2 
GOOGL Alphabet Inc
+0.91%
+$9,528.01 
WMT Walmart Inc.
+0.72%
+$1,982.88 
TSLA Tesla, Inc.
+0.7%
+$13,328.56 
JPM JPMorgan Chase & Co.
+0.64%
+$1,922.7 
AVLV Avantis U.S. Large Cap Value ETF
+0.42%
+$1,907.1 
CTA Simplify Managed Futures Strategy ETF
+0.1%
+$12,584.83 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$2,997.49 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.04%
+$239.75 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$368.13 
DFIV Dimensional International Value ETF
+0.03%
+$3,646.66 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$170.5 
MLPX Global X MLP & Energy Infrastructure ETF
+0.03%
+$196.96 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.03%
+$14,689.84 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$199.99 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$52.01 
B BARRICK MINING CORP Common Stock (ABR0)
+0.02%
+$58.4 
AEM Agnico Eagle Mines Limited
+0.02%
+$51.83 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$3,437.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$94 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$54.99 
DUHP Dimensional US High Profitability ETF
+0.01%
+$709.38 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$34.1 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$524.63 
IVV iShares Core S&P 500 ETF
+0.01%
+$223.5 
VTV Vanguard Value ETF
+0.01%
+$49.47 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$27.39 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$27.75 
CAT Caterpillar Inc.
+0.01%
+$16.23 
MUB iShares National Muni Bond ETF
+0.01%
+$35.52 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$401.05 
FOXY Simplify Currency Strategy ETF
0%
+$4.58 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
CDX Simplify High Yield ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
SCHJ Schwab 1-5 Year Corporate Bond ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
VCRB Vanguard Core Bond ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
+$5.83 
NVDA NVIDIA Corporation
-2.86%
-$8,852.22 
KLAC KLA Corporation
-2.71%
-$5,370 
AAPL Apple Inc.
-1.62%
-$51,617.67 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$39,790.56 
IBM International Business Machines Corporation
-0.41%
-$865.24 
DFEV Dimensional Emerging Markets Value ETF
-0.36%
-$3,401.4 
AVIV Avantis International Large Cap Value ETF
-0.28%
-$1,564 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$11,735.2 
BILL Bill Holdings Inc.
-0.06%
-$570 
XOM Exxon Mobil Corporation
-0.06%
-$148.84 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$277.28 
AVGO Broadcom Inc.
-0.06%
-$128.79 
IBIT iShares Bitcoin Trust
-0.05%
-$136 
LLY Eli Lilly and Company
-0.05%
-$565.74 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$538.22 
VB Vanguard Small-Cap ETF
-0.05%
-$224.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$243.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$129.68 
CTAS Cintas Corporation
-0.03%
-$82.46 
IWV ISHARES RUSSELL 3000 ETF
-0.03%
-$123.9 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$169.52 
VPU Vanguard Utilities ETF
-0.02%
-$254.25 
GOOG Alphabet Inc
-0.02%
-$334.92 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$1,051.82 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$28,868.11 
MSFT Microsoft Corp.
-0.02%
-$703.86 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$1,021.37 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$2,179.94 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$2,794.69 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$1,673.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$543.9 
PG Procter & Gamble Co
-0.02%
-$64.05 
BAC Bank of America Corporation
-0.02%
-$150.1 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.02%
-$666.95 
AMZN Amazon.com Inc
-0.01%
-$246.22 
VOO Vanguard S&P 500 ETF
-0.01%
-$40.38 
DCOR Dimensional US Core Equity 1 ETF
-0.01%
-$2,231.6 
IAU iShares Gold Trust
-0.01%
-$643.94 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$28.95 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$61.73 
VUG Vanguard Growth ETF
-0.01%
-$672.74 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$21.57 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$22.57 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$339.53 
CVX Chevron Corporation
-0.01%
-$41.12 
UNH UnitedHealth Group Incorporated
-0.01%
-$20.75 
JNJ Johnson & Johnson
0%
-$15.9 
IWN iShares Russell 2000 Value ETF
0%
-$78.39 
COST Costco Wholesale Corporation
0%
-$26.34 
QQQ Invesco QQQ Trust, Series 1
0%
-$9.68 Events
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Dividends
Dividend Analysis
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| Trades 856 | Longs Won 621/856 72% | Profit Factor 23.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.68M |
| Average Win $258,574.03 | Best Trade (Aug 17) $46.5M | Sharpe Ratio -11.81 |
| Average Loss -$28,931.94 | Worst Trade (Sep 01) -$1.17M | Z-Score 7.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 2d | Expectancy $179,644.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,181 | $2M | $3.14M | - | $1.14M | 56.99% | -1.618% |
| AEM Agnico Eagle Mines Limited | 1,296 | $219,711.05 | $231,802.56 | - | $12,091.51 | 5.5% | +0.022% |
| AMZN Amazon.com Inc | 6,154 | $946,240.33 | $1.69M | - | $742,663.43 | 78.49% | -0.015% |
| AVGO Broadcom Inc. | 548 | $207,007 | $234,283.69 | - | $27,276.69 | 13.18% | -0.055% |
| AVIV Avantis International Large Cap Value ETF | 6,800 | $336,477.22 | $561,952 | - | $225,474.78 | 67.01% | -0.278% |
| AVLV Avantis U.S. Large Cap Value ETF | 4,890 | $248,954.21 | $460,540.2 | - | $211,585.99 | 84.99% | +0.416% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,840 | $191,376.8 | $255,149.6 | - | $63,772.8 | 33.32% | +0.023% |
| BAC Bank of America Corporation | 15,010 | $505,387 | $948,031.6 | - | $442,644.6 | 87.59% | -0.016% |
| BILL Bill Holdings Inc. | 19,000 | $1.19M | $911,240 | - | -$279,420.17 | -23.47% | -0.063% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 52,463 | $5.21M | $5.21M | - | -$4,821.64 | -0.09% | +0.01% |
| BND Vanguard Total Bond Market Index Fund | 3,560 | $261,329 | $257,744 | - | -$3,585 | -1.37% | 0.0 |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 113,970 | $13.2M | $13.42M | - | $219,797.04 | 1.67% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 5,478 | $429,530.55 | $424,901.07 | - | -$4,629.48 | -1.08% | +0.006% |
| CAT Caterpillar Inc. | 406 | $197,249.8 | $341,945.37 | - | $144,695.57 | 73.36% | +0.005% |
| CDX Simplify High Yield ETF | 572,852 | $13.08M | $11.92M | - | -$1.16M | -8.86% | 0.0 |
| COST Costco Wholesale Corporation | 877 | $450,609.85 | $831,211.81 | - | $380,601.96 | 84.46% | -0.003% |
| CTA Simplify Managed Futures Strategy ETF | 503,393 | $14.12M | $13.04M | - | -$1.09M | -7.7% | +0.097% |
| CTAS Cintas Corporation | 1,178 | $200,299 | $239,110.44 | - | $38,811.44 | 19.38% | -0.034% |
| CVX Chevron Corporation | 4,112 | $737,690.65 | $767,093.6 | - | $29,402.95 | 3.99% | -0.005% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 133,389 | $4.05M | $4.13M | - | $74,301.28 | 1.83% | -0.016% |
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FAQ
Which stocks have generated the highest profits for Derek Tinnin?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $8.42M, Dimensional World ex U.S. Core Equity 2 ETF - $4.47M, Dimensional Short-Duration Fixed Income ETF - $3.79M, iShares Gold Trust - $3.03M, and Schwab Short-Term U.S. Treasury ETF - $2.05M. 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: Bill Holdings Inc - $849,605.04, Simplify Multi-QIS Alternative ETF - $92,386.25, Netflix, Inc - $88,742.54, Meta Platforms Inc Class A - $72,115.43, and iShares MSCI China ETF - $68,503.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Derek Tinnin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.84M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $3.79M, Dimensional Short-Duration Fixed Income ETF - $3.71M, Dimensional World ex U.S. Core Equity 2 ETF - $3.68M, iShares 0-3 Month Treasury Bond ETF - $2.05M, and Schwab Short-Term U.S. Treasury ETF - $1.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Derek Tinnin's monthly returns?
Derek Tinnin'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 Derek Tinnin's strategy be considered aggressive or moderate?
Derek Tinnin'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 Derek Tinnin's strategy?
Derek Tinnin'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.
