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:
63.03%
Gain +0.74%
Monthly
1.17%
Yearly
14.98%
Drawdown
17.26%
$637.97M
Equity
Holdings
$637.97M
Investment
$503.5M
$148.92M
Profit +$2.55M
Realized
$14.45M
Unrealized
$134.47M
Dividends
$38.21M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$2.55M
Win %
67%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$750,564.58
Win %
67%
This Month
Compared to last month
Gain
0.9%
Profit
$5.67M
Win %
67%
This Year
Compared to last year
Gain
0.38%
Profit
$2.5M
Win %
68%
AEM Agnico Eagle Mines Limited
+6.1%
+$13,983.85 
BILL Bill Holdings Inc.
+5.54%
+$46,550 
B BARRICK MINING CORP Common Stock (ABR0)
+4.28%
+$9,723.6 
LLY Eli Lilly and Company
+3.83%
+$41,631.29 
UNH UnitedHealth Group Incorporated
+3.63%
+$14,926.44 
NEM Newmont Corporation
+3.43%
+$9,314.56 
IBM International Business Machines Corporation
+2.52%
+$5,120.08 
CTAS Cintas Corporation
+2.51%
+$6,160.94 
GLD SPDR Gold Shares
+1.64%
+$9,594 
IAU iShares Gold Trust
+1.64%
+$81,136.44 
WMT Walmart Inc.
+1.56%
+$4,430.88 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.46%
+$4,906.6 
VB Vanguard Small-Cap ETF
+1.43%
+$6,524.21 
IJS iShares S&P Small-Cap 600 Value ETF
+1.36%
+$6,013.51 
IWN iShares Russell 2000 Value ETF
+1.31%
+$21,300.32 
DFAS Dimensional U.S. Small Cap ETF
+1.3%
+$68,245.53 
MSFT Microsoft Corp.
+1.25%
+$46,956.8 
DFSI Dimensional International Sustainability Core 1 ETF
+1.23%
+$5,005 
DFAT Dimensional US Targeted Value ETF
+1.12%
+$177,201.52 
AVIV Avantis International Large Cap Value ETF
+1.1%
+$5,916 
DIHP Dimensional International High Profitability Portfolio
+1.07%
+$33,794.28 
IJH iShares Core S&P Mid-Cap ETF
+0.98%
+$3,939.79 
VIG Vanguard Dividend Appreciation ETF
+0.95%
+$2,190.55 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.89%
+$4,846.42 
DFSU Dimensional US Sustainability Core 1 ETF
+0.86%
+$10,660 
DUHP Dimensional US High Profitability ETF
+0.85%
+$51,415.86 
IBIT iShares Bitcoin Trust
+0.82%
+$2,578.56 
VTV Vanguard Value ETF
+0.82%
+$5,969.38 
MUB iShares National Muni Bond ETF
+0.8%
+$5,788.94 
DFIV Dimensional International Value ETF
+0.78%
+$79,314.85 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$33,132.33 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$111,523.3 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$3,227.4 
DFIC Dimensional International Core Equity Market ETF
+0.71%
+$11,910.16 
SCMB Schwab Municipal Bond ETF
+0.68%
+$3,300 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$103,403.53 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$8,694.67 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$837,175.19 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.64%
+$30,500 
VCRB Vanguard Core Bond ETF
+0.64%
+$6,165.55 
DCOR Dimensional US Core Equity 1 ETF
+0.61%
+$113,811.6 
BAC Bank of America Corporation
+0.58%
+$4,503 
GOOGL Alphabet Inc
+0.58%
+$6,006.74 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$1,459.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.57%
+$3,713 
IUSB iShares Core Universal USD Bond ETF
+0.54%
+$1,191.36 
GOOG Alphabet Inc
+0.51%
+$7,369.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$82,501.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$191,716.76 
GOVT iShares U.S. Treasury Bond ETF
+0.5%
+$10,277.14 
DFIP Dimensional Inflation-Protected Securities ETF
+0.48%
+$15,008.86 
IWV ISHARES RUSSELL 3000 ETF
+0.48%
+$1,987.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.47%
+$14,232.05 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$38,492.84 
DFAU Dimensional US Core Equity Market ETF
+0.46%
+$16,747.96 
SCHP Schwab U.S. TIPS ETF
+0.46%
+$50,138.62 
AMZN Amazon.com Inc
+0.44%
+$6,923.24 
VEU Vanguard FTSE All-World ex-US ETF
+0.43%
+$1,193.5 
DFUS Dimensional U.S. Equity Market ETF
+0.42%
+$39,607.35 
VOO Vanguard S&P 500 ETF
+0.39%
+$1,020.26 
PG Procter & Gamble Co
+0.38%
+$1,537.8 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$2,004.64 
IVV iShares Core S&P 500 ETF
+0.34%
+$9,927.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$29,842.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.34%
+$1,309 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.31%
+$27,178.94 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$28,150.87 
SBAR Simplify Barrier Income ETF
+0.26%
+$3,788.91 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.23%
+$3,818.1 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$806.4 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$849.09 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.2%
+$83,306.45 
CDX Simplify High Yield ETF
+0.17%
+$20,049.82 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.16%
+$88,139.04 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$8,031.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$3,847.05 
IUSG iShares Core S&P U.S. Growth ETF
+0.13%
+$423.75 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$9,775.35 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.1%
+$1,104.39 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$511.5 
VUG Vanguard Growth ETF
+0.1%
+$5,718.29 
JNJ Johnson & Johnson
+0.08%
+$326.56 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$4,995.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$161.85 
QQQ Invesco QQQ Trust, Series 1
+0.06%
+$283.79 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$2,052.95 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$2,279.4 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$786.95 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$802.09 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
+$382.21 
SPCX Space Exploration Technologies Corp. Class A
-2.31%
-$9,117.91 
KLAC KLA Corporation
-2.28%
-$4,080 
MLPX Global X MLP & Energy Infrastructure ETF
-1.78%
-$12,753.16 
NVDA NVIDIA Corporation
-1.74%
-$5,315.47 
XOM Exxon Mobil Corporation
-1.64%
-$4,544.3 
CVX Chevron Corporation
-1.48%
-$13,528.48 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-1.42%
-$10,668.87 
CAT Caterpillar Inc.
-1.27%
-$3,848.87 
CTA Simplify Managed Futures Strategy ETF
-1.24%
-$186,255.41 
FOXY Simplify Currency Strategy ETF
-1.17%
-$4,956.57 
TSLA Tesla, Inc.
-1.01%
-$21,441.44 
DFAE Dimensional Emerging Core Equity Market ETF
-0.84%
-$6,399.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$8,073.3 
IEMG iShares Core MSCI Emerging Markets ETF
-0.76%
-$1,547 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.71%
-$31,346.42 
DFEV Dimensional Emerging Markets Value ETF
-0.67%
-$6,349.28 
AVGO Broadcom Inc.
-0.5%
-$948.04 
VPU Vanguard Utilities ETF
-0.18%
-$1,864.56 
JPM JPMorgan Chase & Co.
-0.15%
-$431.97 
AAPL Apple Inc.
-0.1%
-$3,359.73 
COST Costco Wholesale Corporation
-0.08%
-$710.37 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.02%
-$93.7 Events
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Dividends
Dividend Analysis
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| Trades 856 | Longs Won 608/856 71% | Profit Factor 18.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.66M |
| Average Win $259,070.02 | Best Trade (Oct 15) $44.3M | Sharpe Ratio -11.81 |
| Average Loss -$34,658.31 | Worst Trade (Oct 15) -$1.31M | Z-Score 5.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 2d | Expectancy $173,971.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,181 | $2M | $3.49M | - | $1.49M | 74.5% | -0.096% |
| AEM Agnico Eagle Mines Limited | 1,296 | $219,711.05 | $243,388.8 | - | $23,677.75 | 10.78% | +6.096% |
| AMZN Amazon.com Inc | 6,154 | $946,240.33 | $1.57M | - | $624,291.24 | 65.98% | +0.443% |
| AVGO Broadcom Inc. | 548 | $207,007 | $188,796.96 | - | -$18,210.04 | -8.8% | -0.5% |
| AVIV Avantis International Large Cap Value ETF | 6,800 | $336,477.22 | $542,708 | - | $206,230.78 | 61.29% | +1.102% |
| AVLV Avantis U.S. Large Cap Value ETF | 4,890 | $248,954.21 | $456,237 | - | $207,282.79 | 83.26% | +0.712% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,840 | $191,376.8 | $236,841.2 | - | $45,464.4 | 23.76% | +4.281% |
| BAC Bank of America Corporation | 15,010 | $505,387 | $775,866.9 | - | $270,479.9 | 53.52% | +0.584% |
| BILL Bill Holdings Inc. | 19,000 | $1.19M | $885,970 | - | -$304,690.17 | -25.59% | +5.545% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 52,463 | $5.21M | $5.2M | - | -$6,395.53 | -0.12% | +0.015% |
| BND Vanguard Total Bond Market Index Fund | 3,560 | $261,329 | $252,083.6 | - | -$9,245.4 | -3.54% | +0.582% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 113,970 | $13.2M | $13.52M | - | $315,531.84 | 2.39% | +0.017% |
| BSV Vanguard Short-Term Bond ETF | 5,478 | $429,530.55 | $419,423.07 | - | -$10,107.48 | -2.35% | +0.203% |
| CAT Caterpillar Inc. | 406 | $197,249.8 | $300,237 | - | $102,987.2 | 52.21% | -1.266% |
| CDX Simplify High Yield ETF | 572,852 | $13.08M | $11.64M | - | -$1.44M | -11.03% | +0.173% |
| COST Costco Wholesale Corporation | 877 | $450,609.85 | $860,503.63 | - | $409,893.78 | 90.96% | -0.082% |
| CTA Simplify Managed Futures Strategy ETF | 503,393 | $14.12M | $14.81M | - | $691,621.7 | 4.9% | -1.242% |
| CTAS Cintas Corporation | 1,178 | $200,299 | $251,927.08 | - | $51,628.08 | 25.78% | +2.507% |
| CVX Chevron Corporation | 4,112 | $737,690.65 | $899,500 | - | $161,809.35 | 21.93% | -1.482% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 133,389 | $4.05M | $4.38M | - | $327,740.38 | 8.09% | -0.711% |
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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 - $8.7M, Dimensional World ex U.S. Core Equity 2 ETF - $4.8M, Dimensional Short-Duration Fixed Income ETF - $4.06M, iShares Gold Trust - $3.03M, and Schwab Short-Term U.S. Treasury ETF - $2.09M. 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 $38.21M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $4.07M, Dimensional World ex U.S. Core Equity 2 ETF - $4.01M, Dimensional Short-Duration Fixed Income ETF - $3.98M, iShares 0-3 Month Treasury Bond ETF - $2.1M, and Schwab Short-Term U.S. Treasury ETF - $1.92M. 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.
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