TJD
Timothy J. Dolan Portfolio
Invests via GP Brinson Investments LLC | Managed by Timothy J. Dolan
Invests via GP Brinson Investments LLC
Managed by Timothy J. Dolan
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Timothy J. Dolan Profile
Timothy J. Dolan has established a distinguished career as a senior executive in the investment management sector, bringing extensive expertise in capital markets and strategic operations. His leadership spans over two decades, primarily focusing on driving growth initiatives within high-performing organizations. Notable for his operational acumen, he excels at integrating innovative business practices that enhance financial performance and competitive positioning. Having collaborated with prominent financial institutions, he is adept at navigating complex market dynamics while fostering stakeholder relationships critical to success in today’s evolving landscape. His contributions have solidified his reputation as a key figure in institutional investments.
Timothy J. Dolan has established a distinguished career as a senior executive in the investment management sector, bringing extensive expertise in capital markets and strategic operations. His leadership spans over two decades, primarily focusing on driving growth initiatives within high-performing organizations. Notable for his operational acumen, he excels at integrating innovative business practices that enhance financial performance and competitive positioning. Having collaborated with prominent financial institutions, he is adept at navigating complex market dynamics while fostering stakeholder relationships critical to success in today’s evolving landscape. His contributions have solidified his reputation as a key figure in institutional investments.
Investment Philosophy & Strategy
A deep understanding of market dynamics characterizes investment decision-making for Timothy J. Dolan, who leverages his extensive experience in capital markets to drive strategic initiatives. He emphasizes innovation as a vehicle for operational excellence and focuses on identifying transformative opportunities that deliver long-term growth potential. With a strong track record of successful stakeholder collaboration, he approaches investments with a holistic perspective, prioritizing quality execution and sustainable value creation. This multifaceted strategy allows him to adeptly maneuver through the complexities of the financial landscape while consistently seeking avenues for enhancement across diverse sectors.
A deep understanding of market dynamics characterizes investment decision-making for Timothy J. Dolan, who leverages his extensive experience in capital markets to drive strategic initiatives. He emphasizes innovation as a vehicle for operational excellence and focuses on identifying transformative opportunities that deliver long-term growth potential. With a strong track record of successful stakeholder collaboration, he approaches investments with a holistic perspective, prioritizing quality execution and sustainable value creation. This multifaceted strategy allows him to adeptly maneuver through the complexities of the financial landscape while consistently seeking avenues for enhancement across diverse sectors.
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:
32.76%
Gain +1.01%
Monthly
0.42%
Yearly
5.2%
Drawdown
20.27%
$241.41M
Equity
Holdings
$241.41M
Investment
$165.61M
$74.63M
Profit +$2.9M
Realized
-$1.17M
Unrealized
$75.8M
Dividends
$36.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$2.9M
Win %
72%
This Week
Compared To Last Week
Gain
1.22%
Profit
$2.9M
Win %
72%
This Month
Compared to last month
Gain
0.17%
Profit
$410,565.38
Win %
72%
This Year
Compared to last year
Gain
7.69%
Profit
$17.14M
Win %
71%
IIF Morgan Stanley India Investment Fund, Inc.
+2.29%
+$9,000 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$465,749.34 
BROS Dutch Bros Inc.
+1.81%
+$4,166.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$1.68M 
AAPL Apple Inc.
+1.65%
+$201,390 
EWJ iShares MSCI Japan ETF
+1.49%
+$5,193.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$610,554.16 
CMG Chipotle Mexican Grill, Inc.
+1.09%
+$17,500 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.29%
+$26,633.1 
AGG iShares Core U.S. Aggregate Bond ETF
+0.08%
+$21,048.75 
ORCC Owl Rock Capital Corporation
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 90 | Longs Won 46/90 51% | Profit Factor 6.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.82M |
| Average Win $1.92M | Best Trade (Jun 15) $17.47M | Sharpe Ratio -6 |
| Average Loss -$310,847.1 | Worst Trade (Mar 30) -$5.06M | Z-Score 0.75 (54.5%) |
| Commissions $0 | Avg. Trade Length 2y 12m 4d | Expectancy $829,193.28 |
| 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% | 0.51% |
| Consecutive Losing Trades | 776 | 699 | 621 | 543 | 466 | 388 | 311 | 233 | 155 | 78 |
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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