TC
Tyler Chaisson Portfolio
Invests via COMPASS CAPITAL Corp. /MA/ /ADV | Managed by Tyler Chaisson
Invests via COMPASS CAPITAL Corp. /MA/ /ADV
Managed by Tyler Chaisson
Automatically Tracked
Tyler Chaisson Profile
Tyler Chaisson is a seasoned investment professional known for his deep expertise in venture capital and startup growth. With an extensive background working alongside emerging technology firms, he has cultivated significant experience in operational leadership and strategic development. His entrepreneurial journey includes successfully guiding several startups through critical funding stages, enabling them to achieve scalable growth and market penetration. Chaisson's unique blend of investor acumen coupled with hands-on operational roles positions him as a key player in nurturing the next generation of innovative companies. His commitment to fostering entrepreneurial success reflects both his personal values and industry dedication.
Tyler Chaisson is a seasoned investment professional known for his deep expertise in venture capital and startup growth. With an extensive background working alongside emerging technology firms, he has cultivated significant experience in operational leadership and strategic development. His entrepreneurial journey includes successfully guiding several startups through critical funding stages, enabling them to achieve scalable growth and market penetration. Chaisson's unique blend of investor acumen coupled with hands-on operational roles positions him as a key player in nurturing the next generation of innovative companies. His commitment to fostering entrepreneurial success reflects both his personal values and industry dedication.
Investment Philosophy & Strategy
Emerging technology sectors present transformative opportunities, especially for dynamic investors like Tyler Chaisson. His background in venture capital empowers him to identify high-potential startups poised for rapid advancement. With a focus on operational leadership and strategic development, he applies a hands-on approach that enhances the trajectory of budding enterprises. This commitment to fostering scalable growth allows him to drive innovation while navigating competitive landscapes effectively. In nurturing the next wave of industry disruptors, he embodies an entrepreneurial spirit and a forward-thinking investment strategy aimed at maximizing value creation.
Emerging technology sectors present transformative opportunities, especially for dynamic investors like Tyler Chaisson. His background in venture capital empowers him to identify high-potential startups poised for rapid advancement. With a focus on operational leadership and strategic development, he applies a hands-on approach that enhances the trajectory of budding enterprises. This commitment to fostering scalable growth allows him to drive innovation while navigating competitive landscapes effectively. In nurturing the next wave of industry disruptors, he embodies an entrepreneurial spirit and a forward-thinking investment strategy aimed at maximizing value creation.
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:
30.6%
Gain +0.33%
Monthly
1.27%
Yearly
16.36%
Drawdown
15.1%
$303.07M
Equity
Holdings
$303.07M
Investment
$250.04M
$73.49M
Profit +$833,843.79
Realized
$20.46M
Unrealized
$53.03M
Dividends
$5.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.33%
Profit
$833,843.79
Win %
68%
This Week
Compared To Last Week
Gain
0.28%
Profit
$833,843.79
Win %
68%
This Month
Compared to last month
Gain
0.35%
Profit
$1.03M
Win %
68%
This Year
Compared to last year
Gain
1.9%
Profit
$5.45M
Win %
70%
TER Teradyne, Inc.
+8.26%
+$85,160.3 
TSLA Tesla, Inc.
+5.12%
+$101,165.46 
XSD SPDR S&P Semiconductor ETF
+4.4%
+$25,491.91 
KLAC KLA Corporation
+4.12%
+$19,088.86 
AVGO Broadcom Inc.
+3.28%
+$78,031.8 
LRCX Lam Research Corporation
+3.16%
+$131,878.19 
AMD Advanced Micro Devices, Inc.
+3.07%
+$24,928.23 
MRVL Marvell Technology, Inc.
+2.74%
+$10,089.35 
AMAT Applied Materials, Inc.
+2.68%
+$14,526.6 
ARKQ Ark Autonomous Technology & Robotics ETF
+2.47%
+$13,614 
WGMI Valkyrie Bitcoin Miners ETF
+2.36%
+$7,179.9 
CAT Caterpillar Inc.
+2.29%
+$36,686.34 
CSCO Cisco Systems, Inc.
+2.27%
+$22,835.15 
INTC Intel Corporation
+2.23%
+$42,920.2 
ORCL Oracle Corporation
+2.21%
+$5,840.31 
PWR Quanta Services Inc.
+2.17%
+$5,254.18 
GLW Corning Incorporated
+2.11%
+$11,387.01 
NVDA NVIDIA Corporation
+2.04%
+$258,067.6 
COPX Global X Copper Miners ETF
+2.03%
+$10,280.27 
XSMO Invesco S&P SmallCap Momentum ETF
+1.94%
+$3,715.83 
XMMO Invesco S&P MidCap Momentum ETF
+1.94%
+$4,150.04 
GSC Goldman Sachs Small Cap Core Equity ETF
+1.74%
+$57,128.65 
HOOD Robinhood Markets, Inc.
+1.56%
+$6,340.56 
UMMA Wahed Dow Jones Islamic World Fund
+1.54%
+$8,726.62 
LB LandBridge Company LLC
+1.51%
+$4,540.84 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.5%
+$6,765.98 
PANW Palo Alto Networks, Inc.
+1.39%
+$7,212.72 
QBF Innovator U.S. Barclays 20+ Year Treasury Bond ETF Quarterly
+1.38%
+$8,893.56 
ARKK ARK Innovation ETF Fund
+1.37%
+$5,503.08 
GOOGL Alphabet Inc
+1.35%
+$73,417.4 
ARKG ARK Genomic Revolution ETF
+1.33%
+$9,381.94 
GOOG Alphabet Inc
+1.32%
+$53,533.77 
DDOG Datadog, Inc. Class A Common Stock
+1.32%
+$6,613.72 
DE Deere & Company
+1.31%
+$18,202.03 
VGT Vanguard Information Technology ETF
+1.24%
+$4,752.38 
MDY SPDR S&P MidCap 400 ETF Trust
+1.22%
+$9,443.56 
EWJ iShares MSCI Japan ETF
+1.22%
+$11,600.12 
IJH iShares Core S&P Mid-Cap ETF
+1.21%
+$2,816 
VBK Vanguard Small-Cap Growth ETF
+1.19%
+$3,669.78 
IWF iShares Russell 1000 Growth ETF
+1.13%
+$3,298.66 
IEMG iShares Core MSCI Emerging Markets ETF
+1.13%
+$7,873.57 
QQQ Invesco QQQ Trust, Series 1
+1.12%
+$267,767.01 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.12%
+$7,788.24 
SYK Stryker Corporation
+1.1%
+$2,044.18 
EZU iShares MSCI Eurozone ETF
+1.1%
+$16,433.76 
VUG Vanguard Growth ETF
+1.1%
+$28,065.97 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+1.1%
+$22,954.51 
SCHA Schwab U.S. Small-Cap ETF
+1.08%
+$3,226.24 
VB Vanguard Small-Cap ETF
+1.06%
+$3,879.6 
VOT Vanguard Mid-Cap Growth ETF
+1.04%
+$3,892.32 
HWM Howmet Aerospace Inc.
+1.03%
+$24,057.35 
ROKT SPDR S&P Kensho Final Frontiers ETF
+1.01%
+$3,628.1 
IWM iShares Russell 2000 ETF
+1.01%
+$6,257.89 
HLAL Wahed FTSE USA Shariah ETF
+1%
+$5,723.25 
FTC First Trust Large Cap Growth Fund
+1%
+$3,212.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.98%
+$3,594.91 
FYC First Trust Small Cap Growth Fund
+0.97%
+$2,503.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.96%
+$2,196.11 
AMZN Amazon.com Inc
+0.94%
+$60,294.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$18,794.82 
DFSV Dimensional US Small Cap Value ETF
+0.94%
+$7,900.52 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.93%
+$25,620.04 
TMUS T-Mobile US, Inc.
+0.92%
+$2,101.28 
XLI Industrial Select Sector SPDR Fund
+0.91%
+$13,126.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.89%
+$8,754.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.89%
+$5,897.64 
VOOG Vanguard S&P 500 Growth ETF
+0.89%
+$90,748.56 
XLG Invesco S&P 500 Top 50 ETF
+0.85%
+$1,962.36 
DFSU Dimensional US Sustainability Core 1 ETF
+0.85%
+$20,278.8 
DFSI Dimensional International Sustainability Core 1 ETF
+0.83%
+$5,634.36 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.82%
+$2,590.68 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.81%
+$2,911.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$19,949.35 
IEFA iShares Core MSCI EAFE ETF
+0.79%
+$5,238.94 
SFLR Innovator Equity Managed Floor ETF
+0.77%
+$37,432.2 
IWR iShares Russell Mid-Cap ETF
+0.75%
+$11,542.5 
IVV iShares Core S&P 500 ETF
+0.75%
+$11,387.02 
IBIT iShares Bitcoin Trust
+0.73%
+$12,118.05 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.71%
+$16,592.94 
VICR Vicor Corporation
+0.71%
+$3,651.5 
SCHX Schwab U.S. Large-Cap ETF
+0.7%
+$3,676.05 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$83,154.76 
VT Vanguard Total World Stock ETF
+0.69%
+$27,039.93 
MTUM iShares MSCI USA Momentum Factor ETF
+0.69%
+$5,658.78 
VOO Vanguard S&P 500 ETF
+0.67%
+$3,947 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.66%
+$14,450.48 
AAPL Apple Inc.
+0.65%
+$67,523.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.64%
+$10,198.85 
C Citigroup Inc.
+0.64%
+$1,293.57 
AVDV Avantis International Small Cap Value ETF
+0.59%
+$2,199.64 
IWS iShares Russell Mid-Cap Value ETF
+0.59%
+$1,530.45 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$2,717.28 
VO Vanguard Mid-Cap ETF
+0.58%
+$2,209.84 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.54%
+$13,517.12 
NUKZ Range Nuclear Renaissance ETF
+0.54%
+$4,101.5 
DFIV Dimensional International Value ETF
+0.54%
+$6,415.95 
DFUV Dimensional US Marketwide Value ETF
+0.54%
+$2,106.59 
IVVM iShares Large Cap Moderate Buffer ETF
+0.5%
+$12,221.75 
HD The Home Depot, Inc.
+0.5%
+$1,830.18 
META Meta Platforms Inc Class A
+0.48%
+$19,944.71 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$6,655.2 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$5,071.48 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
+0.44%
+$4,586.22 
IVE ISHARES S&P 500 VALUE ETF
+0.44%
+$1,909 
RSP Invesco S&P 500 Equal Weight ETF
+0.43%
+$23,539.5 
SPMO Invesco S&P 500 Momentum ETF
+0.43%
+$1,129.7 
DDTD Innovator Equity Dual Directional 10 Buffer ETF - December
+0.42%
+$7,474.82 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.4%
+$4,304.02 
DGRO iShares Core Dividend Growth ETF
+0.4%
+$1,589.23 
EWC iShares MSCI Canada ETF
+0.38%
+$1,776.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.38%
+$747.27 
VOE Vanguard Mid-Cap Value ETF
+0.35%
+$2,400.53 
AMLP Alerian MLP ETF
+0.34%
+$5,985.18 
GRPM Invesco S&P MidCap 400 GARP ETF
+0.34%
+$1,021.2 
ABBV AbbVie Inc.
+0.34%
+$1,056.19 
MSFT Microsoft Corp.
+0.32%
+$27,404.09 
VTEB Vanguard Tax-Exempt Bond ETF
+0.32%
+$866.25 
EBUF Innovator Emerging Markets 10 Buffer ETF - Quarterly
+0.32%
+$2,862.7 
MO Altria Group, Inc.
+0.31%
+$840 
SPLV Invesco S&P 500 Low Volatility ETF
+0.3%
+$919.8 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.3%
+$4,009.11 
TMO Thermo Fisher Scientific Inc.
+0.28%
+$1,441.43 
COF Capital One Financial Corporation
+0.28%
+$4,252.5 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.26%
+$687.7 
EWU iShares MSCI United Kingdom ETF
+0.26%
+$1,363.68 
MA Mastercard Incorporated
+0.26%
+$1,770.74 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$8,392.65 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.19%
+$483.43 
BNDX Vanguard Total International Bond ETF
+0.19%
+$1,292.83 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$1,471.65 
RDVY First Trust Rising Dividend Achievers ETF
+0.17%
+$396.76 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.17%
+$398.31 
DBA Invesco DB Agriculture Fund
+0.16%
+$841.59 
SYLD Cambria Shareholder Yield ETF
+0.16%
+$413.4 
VTV Vanguard Value ETF
+0.16%
+$2,004.98 
SPHY SPDR Portfolio High Yield Bond ETF
+0.16%
+$780.04 
QALT SEI DBi Multi-Strategy Alternative ETF
+0.13%
+$292.36 
UPS United Parcel Service, Inc.
+0.13%
+$308.04 
AXP American Express Company
+0.12%
+$740.53 
PG Procter & Gamble Co
+0.11%
+$572.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$989.64 
MCD McDonald's Corporation
+0.09%
+$451.6 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.08%
+$298.4 
PAAA PGIM AAA CLO ETF
+0.05%
+$174.93 
ITA iShares U.S. Aerospace & Defense ETF
+0.01%
+$167.96 
WM Waste Management, Inc.
+0.01%
+$23.64 
MSGNF Man Sang International Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBFR Innovator International Developed 10 Buffer ETF
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 
SNDK SanDisk Corporation
-2.71%
-$9,381.84 
TWLO Twilio Inc.
-2.33%
-$13,703.02 
F Ford Motor Company
-2.04%
-$5,157 
KWEB KraneShares CSI China Internet ETF
-2.04%
-$3,686.76 
PALL abrdn Physical Palladium Shares ETF
-2%
-$4,633.25 
NOW ServiceNow, Inc.
-1.76%
-$14,825.37 
PFE Pfizer Inc.
-1.76%
-$23,915.43 
ARCC Ares Capital Corporation
-1.72%
-$6,536.64 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.53%
-$20,300.4 
MU Micron Technology, Inc.
-1.46%
-$42,564.63 
IBM International Business Machines Corporation
-1.41%
-$4,497.9 
TKO Tko Group Holdings Inc.
-1.32%
-$5,463.83 
NFLX Netflix, Inc.
-1.29%
-$19,546.62 
NDAQ Nasdaq, Inc.
-1.25%
-$18,478.2 
MCK McKesson Corporation
-1.19%
-$6,901.21 
PHYS Sprott Physical Gold Trust
-1.03%
-$4,941.3 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.92%
-$3,032.88 
CEG Constellation Energy Corporation
-0.79%
-$7,727.56 
KO The Coca-Cola Company
-0.78%
-$3,883.95 
ISRG Intuitive Surgical, Inc.
-0.76%
-$5,663.83 
LLY Eli Lilly and Company
-0.73%
-$22,101.48 
JNJ Johnson & Johnson
-0.69%
-$5,876.57 
JPM JPMorgan Chase & Co.
-0.51%
-$4,328.09 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.47%
-$1,154.69 
WRB W.R. Berkley Corporation
-0.46%
-$1,313.28 
UBER Uber Technologies, Inc.
-0.45%
-$4,817.78 
PM Philip Morris International Inc.
-0.44%
-$2,400.36 
TRV The Travelers Companies, Inc.
-0.42%
-$1,655.29 
AZO AutoZone Inc.
-0.4%
-$947.52 
LMT Lockheed Martin Corporation
-0.32%
-$822.96 
TJX The TJX Companies, Inc.
-0.31%
-$1,127.09 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.3%
-$870.2 
PLTY YieldMax PLTR Option Income Strategy ETF
-0.28%
-$764.4 
PLTR Palantir Technologies Inc.
-0.28%
-$23,486.19 
CVX Chevron Corporation
-0.28%
-$980.99 
EOG EOG Resources, Inc.
-0.22%
-$692.54 
MTBA Simplify MBS ETF
-0.2%
-$14,661.35 
XLF Financial Select Sector SPDR Fund
-0.17%
-$2,568.87 
MRK Merck & Co., Inc.
-0.13%
-$1,607.46 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$2,017.47 
COST Costco Wholesale Corporation
-0.12%
-$2,326.87 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$447.18 
WMT Walmart Inc.
-0.12%
-$2,574.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.09%
-$253.75 
ETHA iShares Ethereum Trust
-0.09%
-$1,209.08 
EPP iShares MSCI Pacific ex Japan ETF
-0.09%
-$400.55 
V Visa Inc. Class A
-0.09%
-$185.85 
BUCK Simplify Treasury Option Income ETF
-0.09%
-$760.74 
XOM Exxon Mobil Corporation
-0.08%
-$2,042.59 
XLE Energy Select Sector SPDR Fund
-0.07%
-$637.25 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.06%
-$132.93 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$221.99 
PSX Phillips 66
-0.01%
-$205.61 Events
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Dividends
Dividend Analysis
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| Trades 1166 | Longs Won 777/1166 66% | Profit Factor 7.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $370,062.7 |
| Average Win $115,580.06 | Best Trade (Jun 30) $8.48M | Sharpe Ratio -121.08 |
| Average Loss -$32,690.36 | Worst Trade (Oct 06) -$622,636.37 | Z-Score 8.5 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $63,024.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,261 | $7.83M | $10.39M | - | $2.56M | 32.74% | +0.654% |
| ABBV AbbVie Inc. | 1,214 | $212,474.91 | $316,611.2 | - | $104,136.29 | 49.01% | +0.335% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 1,943 | $220,626.23 | $239,251.3 | - | $18,625.07 | 8.44% | +0.167% |
| AMAT Applied Materials, Inc. | 1,023 | $739,629 | $556,000.5 | - | -$183,628.5 | -24.83% | +2.683% |
| AMD Advanced Micro Devices, Inc. | 1,320 | $281,811.34 | $837,691.8 | - | $555,880.46 | 197.25% | +3.067% |
| AMLP Alerian MLP ETF | 33,251 | $1.66M | $1.74M | - | $82,152.6 | 4.94% | +0.344% |
| AMZN Amazon.com Inc | 25,767 | $5.86M | $6.46M | - | $593,157.64 | 10.12% | +0.943% |
| ARCC Ares Capital Corporation | 19,808 | $426,892.1 | $372,984.64 | - | -$53,907.46 | -12.63% | -1.722% |
| ARKG ARK Genomic Revolution ETF | 13,214 | $354,367.66 | $711,970.32 | - | $357,602.66 | 100.91% | +1.335% |
| ARKK ARK Innovation ETF Fund | 4,548 | $346,965.75 | $408,364.92 | - | $61,399.17 | 17.7% | +1.366% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 4,538 | $410,150.9 | $564,663.34 | - | $154,512.44 | 37.67% | +2.471% |
| AVDV Avantis International Small Cap Value ETF | 3,464 | $356,965.21 | $376,519.48 | - | $19,554.27 | 5.48% | +0.588% |
| AVGO Broadcom Inc. | 6,930 | $2.07M | $2.46M | - | $392,171.12 | 18.97% | +3.277% |
| AXP American Express Company | 2,086 | $606,897.72 | $630,900.27 | - | $24,002.55 | 3.95% | +0.118% |
| AZO AutoZone Inc. | 84 | $279,721.27 | $235,851 | - | -$43,870.27 | -15.68% | -0.4% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 12,637 | $313,271.66 | $325,150.01 | - | $11,878.35 | 3.79% | -0.924% |
| BGLD FT Vest Gold Strategy Quarterly Fund | 13,293 | $227,452.96 | $218,669.85 | - | -$8,783.11 | -3.86% | -0.061% |
| BND Vanguard Total Bond Market Index Fund | 23,736 | $1.76M | $1.66M | - | -$101,406.42 | -5.75% | -0.121% |
| BNDX Vanguard Total International Bond ETF | 14,826 | $720,825.47 | $695,001.37 | - | -$25,824.1 | -3.58% | +0.186% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 12,766 | $426,413.96 | $459,065.36 | - | $32,651.4 | 7.66% | +1.496% |
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FAQ
Which stocks have generated the highest profits for Tyler Chaisson?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 Growth ETF - $11.14M, Vanguard Growth ETF - $2.71M, Lam Research Corporation - $2.02M, VANGUARD TOTAL STOCK MKT ETF - $1.01M, and Howmet Aerospace Inc - $920,152.25. 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: Block, Inc - $516,555.35, Pacer US Cash Cows 100 ETF - $268,325.08, First Trust SkyBridge Crypto Industry and Digital Economy ETF - $241,303.9, Navitas Semiconductor Corporation - $235,600, and Zscaler Inc - $220,484.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tyler Chaisson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.65M earned over time. The largest contributors to dividend income include Simplify MBS ETF - $786,637.66, Simplify Treasury Option Income ETF - $330,754.63, Exxon Mobil Corporation - $158,664.11, Pfizer Inc - $153,985.58, and Alerian MLP ETF - $145,443.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tyler Chaisson's monthly returns?
Tyler Chaisson'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 Tyler Chaisson's strategy be considered aggressive or moderate?
Tyler Chaisson'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 Tyler Chaisson's strategy?
Tyler Chaisson'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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