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:
2.25%
Gain -16.59%
Monthly
0.12%
Yearly
1.5%
Drawdown
20.72%
$341.81M
Equity
Holdings
$341.81M
Investment
$291.42M
$56.11M
Profit +$1.28M
Realized
$5.71M
Unrealized
$50.39M
Dividends
$4.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-16.59%
Profit
$1.28M
Win %
71%
This Week
Compared To Last Week
Gain
0.57%
Profit
$1.93M
Win %
71%
This Month
Compared to last month
Gain
-2.81%
Profit
-$9.87M
Win %
71%
This Year
Compared to last year
Gain
10.59%
Profit
$32.56M
Win %
71%
NOW ServiceNow, Inc.
+9.85%
+$58,750.02 
LLY Eli Lilly and Company
+7.13%
+$233,568.89 
ZS Zscaler Inc.
+6.83%
+$59,981.33 
TKO Tko Group Holdings Inc.
+5.93%
+$29,076.56 
MSFT Microsoft Corp.
+5.71%
+$350,194.49 
UBER Uber Technologies, Inc.
+5.47%
+$81,129.05 
PLTR Palantir Technologies Inc.
+5.28%
+$256,856.46 
IBM International Business Machines Corporation
+5.17%
+$18,904.41 
TOST Toast Inc.
+5.08%
+$15,523.5 
PLTY YieldMax PLTR Option Income Strategy ETF
+4.61%
+$11,490.16 
NFLX Netflix, Inc.
+4.1%
+$83,979.69 
JNJ Johnson & Johnson
+3.99%
+$31,853.46 
SOFI SoFi Technologies, Inc.
+3.35%
+$5,800 
AAPL Apple Inc.
+3.14%
+$273,225.8 
ORLY O'Reilly Automotive Inc.
+3.05%
+$6,436.85 
UNH UnitedHealth Group Incorporated
+2.98%
+$8,441.89 
WRB W.R. Berkley Corporation
+2.86%
+$8,605.08 
TRV The Travelers Companies, Inc.
+2.85%
+$10,115.11 
KO The Coca-Cola Company
+2.75%
+$12,557.22 
PFE Pfizer Inc.
+2.62%
+$31,876.68 
ARKW ARK Next Generation Internet ETF
+2.6%
+$45,607.6 
MRK Merck & Co., Inc.
+2.56%
+$28,748.76 
AMZN Amazon.com Inc
+2.5%
+$149,912.39 
PALL abrdn Physical Palladium Shares ETF
+2.42%
+$5,447.01 
AZO AutoZone Inc.
+2.28%
+$5,921.09 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$90,022.45 
ARKK ARK Innovation ETF Fund
+2.08%
+$8,353.86 
MA Mastercard Incorporated
+2.07%
+$13,533.97 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.03%
+$11,179.2 
MCD McDonald's Corporation
+1.97%
+$11,781.54 
GRPM Invesco S&P MidCap 400 GARP ETF
+1.73%
+$4,565 
CTAS Cintas Corporation
+1.66%
+$3,557.45 
TMO Thermo Fisher Scientific Inc.
+1.44%
+$5,736.66 
PEP PepsiCo, Inc.
+1.34%
+$2,488.97 
KWEB KraneShares CSI China Internet ETF
+1.31%
+$2,648.02 
ETHA iShares Ethereum Trust
+1.28%
+$8,428.5 
ISRG Intuitive Surgical, Inc.
+1.25%
+$10,280.54 
BITW Bitwise 10 Crypto Index Fund
+1.25%
+$3,266.97 
WGMI Valkyrie Bitcoin Miners ETF
+1.23%
+$5,316 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
+1.23%
+$8,652.56 
TSLA Tesla, Inc.
+1.22%
+$33,089.24 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+1.19%
+$9,591.46 
PHYS Sprott Physical Gold Trust
+1.19%
+$4,939.56 
NDAQ Nasdaq, Inc.
+1.17%
+$13,802.88 
USMV iShares MSCI USA Min Vol Factor ETF
+1.16%
+$13,264.9 
SPLV Invesco S&P 500 Low Volatility ETF
+1.15%
+$3,766.8 
PRU Prudential Financial, Inc.
+1.14%
+$3,729.54 
DFSU Dimensional US Sustainability Core 1 ETF
+1.14%
+$26,055.64 
GLD SPDR Gold Shares
+1.13%
+$2,281 
HD The Home Depot, Inc.
+1.12%
+$5,041.15 
ARCC Ares Capital Corporation
+1.11%
+$3,862.8 
WM Waste Management, Inc.
+1.1%
+$5,762.4 
SYLD Cambria Shareholder Yield ETF
+1.1%
+$2,766.6 
COST Costco Wholesale Corporation
+1.09%
+$22,762.98 
PM Philip Morris International Inc.
+1.03%
+$5,209.07 
VZ Verizon Communications Inc.
+1.02%
+$2,053.9 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.99%
+$2,210.85 
BGLD FT Vest Gold Strategy Quarterly Fund
+0.83%
+$1,663.07 
IWF iShares Russell 1000 Growth ETF
+0.8%
+$8,730.75 
MO Altria Group, Inc.
+0.79%
+$4,142.94 
QBF Innovator U.S. Barclays 20+ Year Treasury Bond ETF Quarterly
+0.74%
+$3,402.71 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.67%
+$7,285.3 
AMLP Alerian MLP ETF
+0.67%
+$11,102.77 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.66%
+$2,324.63 
TMUS T-Mobile US, Inc.
+0.61%
+$1,637.22 
IETH Bitwise Ethereum Option Income Strategy ETF
+0.59%
+$3,165.59 
DFSV Dimensional US Small Cap Value ETF
+0.54%
+$4,943.19 
LMT Lockheed Martin Corporation
+0.47%
+$1,209.04 
DGRO iShares Core Dividend Growth ETF
+0.44%
+$20,124.39 
HON Honeywell International Inc.
+0.42%
+$2,124.3 
TWLO Twilio Inc.
+0.36%
+$1,053.65 
GSC Goldman Sachs Small Cap Core Equity ETF
+0.35%
+$12,555.45 
PG Procter & Gamble Co
+0.35%
+$1,836.65 
ROKT SPDR S&P Kensho Final Frontiers ETF
+0.35%
+$1,289.73 
IWM iShares Russell 2000 ETF
+0.31%
+$2,055.26 
IVE ISHARES S&P 500 VALUE ETF
+0.19%
+$820.88 
SCHP Schwab U.S. TIPS ETF
+0.19%
+$687.45 
TJX The TJX Companies, Inc.
+0.15%
+$659.01 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$812.52 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$1,509.9 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$178.83 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.08%
+$1,552.6 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.08%
+$209.08 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$155.61 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.06%
+$696.81 
BNDX Vanguard Total International Bond ETF
+0.04%
+$274.32 
IVVM iShares Large Cap Moderate Buffer ETF
+0.03%
+$618.8 
PAAA PGIM AAA CLO ETF
+0.02%
+$66.33 
BUCK
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
DDTD
0%
$0 
DFSE
0%
$0 
DFSI
0%
$0 
SEEM
0%
$0 
SEIE
0%
$0 
SEIS
0%
$0 
TER Teradyne, Inc.
-7.44%
-$45,840.6 
MU Micron Technology, Inc.
-6.69%
-$48,575.6 
LRCX Lam Research Corporation
-5.66%
-$362,702.83 
CAT Caterpillar Inc.
-5.63%
-$103,540.13 
CSCO Cisco Systems, Inc.
-4.37%
-$24,445.2 
XSD SPDR S&P Semiconductor ETF
-4.3%
-$27,672.31 
MTUM iShares MSCI USA Momentum Factor ETF
-4%
-$34,564.44 
KLAC KLA Corporation
-3.93%
-$25,501.57 
AVGO Broadcom Inc.
-3.67%
-$103,994.51 
INTC Intel Corporation
-3.42%
-$59,755.02 
SPMO Invesco S&P 500 Momentum ETF
-3.41%
-$8,682.24 
GLW Corning Incorporated
-3.05%
-$23,977.17 
REMX VanEck Rare Earth and Strategic Metals ETF
-3%
-$11,499.88 
DE Deere & Company
-2.78%
-$32,639.8 
ORCL Oracle Corporation
-2.58%
-$7,525.97 
FTC First Trust Large Cap Growth Fund
-2.4%
-$8,244 
XMMO Invesco S&P MidCap Momentum ETF
-2.37%
-$5,917.04 
CRWV CoreWeave, Inc.
-2.21%
-$6,186.84 
GOOG Alphabet Inc
-2.19%
-$90,532.5 
AMD Advanced Micro Devices, Inc.
-2.06%
-$15,243.12 
SCCO Southern Copper Corporation
-1.99%
-$6,207.85 
BWA BorgWarner Inc.
-1.96%
-$4,943.6 
GOOGL Alphabet Inc
-1.84%
-$107,591.34 
JPM JPMorgan Chase & Co.
-1.81%
-$16,097.67 
AIA iShares Asia 50 ETF
-1.75%
-$2,983.99 
CEG Constellation Energy Corporation
-1.74%
-$23,298.68 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.67%
-$31,435.48 
NVDA NVIDIA Corporation
-1.64%
-$130,242.95 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.64%
-$7,365.02 
XLI Industrial Select Sector SPDR Fund
-1.59%
-$115,617.4 
UMMA Wahed Dow Jones Islamic World Fund
-1.58%
-$9,465.54 
HWM Howmet Aerospace Inc.
-1.56%
-$38,148.27 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.49%
-$17,506.32 
VICR Vicor Corporation
-1.41%
-$7,805.52 
VGT Vanguard Information Technology ETF
-1.39%
-$38,949.12 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$68,536.72 
VOT Vanguard Mid-Cap Growth ETF
-1.32%
-$9,188.95 
ACWV iShares MSCI Global Minimum Volatility ETF
-1.1%
-$2,373.73 
SCHV Schwab U.S. Large-Cap Value ETF
-1.09%
-$17,462.14 
UPS United Parcel Service, Inc.
-1.07%
-$3,003.39 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$6,896.49 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.01%
-$24,019.2 
EZU iShares MSCI Eurozone ETF
-0.96%
-$4,986.96 
NUKZ Range Nuclear Renaissance ETF
-0.91%
-$6,598.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$18,523.2 
VOO Vanguard S&P 500 ETF
-0.81%
-$4,828.71 
HLAL Wahed FTSE USA Shariah ETF
-0.8%
-$4,273.36 
VO Vanguard Mid-Cap ETF
-0.77%
-$27,408.96 
EOG EOG Resources, Inc.
-0.74%
-$2,408.65 
XOM Exxon Mobil Corporation
-0.73%
-$21,477.86 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$87,168.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$2,307.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$37,792.8 
VOOG Vanguard S&P 500 Growth ETF
-0.67%
-$392,542.2 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.67%
-$1,902.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.66%
-$1,410.66 
IEUR iShares Core MSCI Europe ETF
-0.66%
-$1,564.08 
AXP American Express Company
-0.61%
-$4,569.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.61%
-$4,493.25 
VT Vanguard Total World Stock ETF
-0.58%
-$23,359.76 
RDVY First Trust Rising Dividend Achievers ETF
-0.58%
-$1,351.94 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$3,747.05 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.54%
-$4,068.99 
IWS iShares Russell Mid-Cap Value ETF
-0.54%
-$1,638 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$26,379.03 
SCHA Schwab U.S. Small-Cap ETF
-0.48%
-$2,353.65 
DFUV Dimensional US Marketwide Value ETF
-0.47%
-$1,856.66 
XLE Energy Select Sector SPDR Fund
-0.46%
-$11,269.5 
DBA Invesco DB Agriculture Fund
-0.45%
-$2,405.04 
COF Capital One Financial Corporation
-0.44%
-$8,777.6 
XLG Invesco S&P 500 Top 50 ETF
-0.44%
-$943.8 
COP ConocoPhillips
-0.42%
-$2,237.4 
IWR iShares Russell Mid-Cap ETF
-0.41%
-$6,491.24 
COPX Global X Copper Miners ETF
-0.39%
-$2,088.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$5,687 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.37%
-$10,320.2 
VOE Vanguard Mid-Cap Value ETF
-0.36%
-$1,847.67 
VUG Vanguard Growth ETF
-0.35%
-$50,505.76 
DFIV Dimensional International Value ETF
-0.33%
-$3,921.5 
IJH iShares Core S&P Mid-Cap ETF
-0.31%
-$768 
SCHX Schwab U.S. Large-Cap ETF
-0.31%
-$2,919.96 
VDE Vanguard Energy ETF
-0.31%
-$2,862.67 
MDY SPDR S&P MidCap 400 ETF Trust
-0.3%
-$2,455.77 
IBFR Innovator International Developed 10 Buffer ETF
-0.28%
-$2,533.58 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$1,163.88 
ITA iShares U.S. Aerospace & Defense ETF
-0.25%
-$5,301 
QALT SEI DBi Multi-Strategy Alternative ETF
-0.22%
-$475.89 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$599.24 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.19%
-$1,055.76 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.13%
-$339.5 
XSMO Invesco S&P SmallCap Momentum ETF
-0.13%
-$351.85 
SFLR Innovator Equity Managed Floor ETF
-0.1%
-$4,844.48 
F-PD Ford Motor Company 6.500% Notes
-0.09%
-$413.14 
WMT Walmart Inc.
-0.08%
-$1,926 
FCG First Trust Natural Gas ETF
-0.07%
-$152.04 
VBK Vanguard Small-Cap Growth ETF
-0.07%
-$294.56 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$582.75 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.07%
-$260.96 
PSX Phillips 66
-0.06%
-$572 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$163.3 
EBUF Innovator Emerging Markets 10 Buffer ETF - Quarterly
-0.05%
-$418.26 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$206.28 
MTBA Simplify MBS ETF
-0.04%
-$3,378.12 
VB Vanguard Small-Cap ETF
-0.04%
-$466.8 
MCK McKesson Corporation
-0.04%
-$203.39 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 976 | Longs Won 626/976 64% | Profit Factor 4.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $380,977.63 |
| Average Win $114,248.68 | Best Trade (Jun 30) $8.11M | Sharpe Ratio -98.1 |
| Average Loss -$44,270.66 | Worst Trade (Jun 29) -$2.87M | Z-Score 5.12 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 1d | Expectancy $57,484.72 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
