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:
67.31%
Gain -0.88%
Monthly
0.68%
Yearly
8.42%
Drawdown
21.21%
$235.42M
Equity
Holdings
$235.42M
Investment
$165.09M
$72.63M
Profit -$1.61M
Realized
$2.29M
Unrealized
$70.34M
Dividends
$40.75M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$1.61M
Win %
65%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$2.14M
Win %
65%
This Month
Compared to last month
Gain
-0.5%
Profit
-$1.18M
Win %
65%
This Year
Compared to last year
Gain
-0.49%
Profit
-$1.15M
Win %
67%
AAPL Apple Inc.
+0.62%
+$87,360 
OBDC Blue Owl Capital Corporation
-1.54%
-$62,658.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$288,069.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.22%
-$556,855.86 
EWJ iShares MSCI Japan ETF
-1.16%
-$4,312.5 
EPD Enterprise Products Partners L.P.
-1.14%
-$28,011.33 
REET iShares Global REIT ETF
-0.97%
-$52,138.25 
IIF Morgan Stanley India Investment Fund, Inc.
-0.7%
-$2,700 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.59%
-$618,300.32 
CMG Chipotle Mexican Grill, Inc.
-0.57%
-$8,750 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.4%
-$3,632.75 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.39%
-$33,462.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$36,484.5 Events
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Dividends
Dividend Analysis
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| Trades 94 | Longs Won 49/94 52% | Profit Factor 5.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.86M |
| Average Win $1.84M | Best Trade (Oct 07) $18.34M | Sharpe Ratio -12.33 |
| Average Loss -$384,883.02 | Worst Trade (Mar 30) -$5.06M | Z-Score 1.58 (88.5%) |
| Commissions $0 | Avg. Trade Length 3y 1m 2w 2d | Expectancy $772,627.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.95% |
| Consecutive Losing Trades | 612 | 550 | 489 | 428 | 367 | 306 | 245 | 183 | 122 | 61 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,000 | $5.13M | $14.1M | - | $8.97M | 174.83% | +0.623% |
| AGG iShares Core U.S. Aggregate Bond ETF | 280,650 | $27.39M | $26.44M | - | -$944,651.35 | -3.45% | -0.138% |
| CMG Chipotle Mexican Grill, Inc. | 50,000 | $1.42M | $1.54M | - | $115,250 | 8.11% | -0.566% |
| EPD Enterprise Products Partners L.P. | 65,909 | $1.92M | $2.43M | - | $504,533.39 | 26.23% | -1.141% |
| EWJ iShares MSCI Japan ETF | 3,750 | $204,150 | $368,137.5 | - | $163,987.5 | 80.33% | -1.158% |
| IIF Morgan Stanley India Investment Fund, Inc. | 18,000 | $419,580 | $380,340 | - | -$39,240 | -9.35% | -0.705% |
| OBDC Blue Owl Capital Corporation | 404,249 | $5.59M | $3.99M | - | -$1.6M | -28.59% | -1.545% |
| REET iShares Global REIT ETF | 208,553 | $5.35M | $5.32M | - | -$38,914.89 | -0.73% | -0.971% |
| VCLT Vanguard Long-Term Corporate Bond Fund | 13,210 | $988,768.5 | $899,799.15 | - | -$88,969.35 | -9% | -0.402% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 643,764 | $30.26M | $45.22M | - | $14.96M | 49.42% | -1.216% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 273,583 | $60.49M | $104.04M | - | $43.54M | 71.98% | -0.591% |
| VWO Vanguard FTSE Emerging Markets ETF | 369,320 | $17.02M | $22.1M | - | $5.08M | 29.86% | -1.287% |
| VWOB Vanguard Emerging Markets Government Bond Fund | 136,580 | $8.89M | $8.6M | - | -$291,583.3 | -3.28% | -0.388% |
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FAQ
Which stocks have generated the highest profits for Timothy J. Dolan?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $11.01M, Enterprise Products Partners L.P - $9.26M, VANGUARD FTSE DEVELOPED MARKETS ETF - $8.19M, iShares Core U.S. Aggregate Bond ETF - $3.05M, and Blue Owl Capital Corporation - $2.77M. 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: Sun Communities Inc - $636,800.45, iShares Core MSCI Emerging Markets ETF - $516,953.92, and iShares MSCI Japan ETF - $25,197.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy J. Dolan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $40.75M earned over time. The largest contributors to dividend income include Chimera Investment Corporation - $5.92M, FS KKR Capital Corp - $5.89M, VANGUARD FTSE DEVELOPED MARKETS ETF - $5.62M, VANGUARD TOTAL STOCK MKT ETF - $4.95M, and Enterprise Products Partners L.P - $4.36M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy J. Dolan's monthly returns?
Timothy J. Dolan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Timothy J. Dolan's strategy be considered aggressive or moderate?
Timothy J. Dolan's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Timothy J. Dolan's strategy?
Timothy J. Dolan's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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