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:
30.43%
Gain -0.55%
Monthly
1.38%
Yearly
17.86%
Drawdown
15.1%
$302.49M
Equity
Holdings
$302.49M
Investment
$250.04M
$72.91M
Profit -$1.53M
Realized
$20.46M
Unrealized
$52.45M
Dividends
$5.24M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$1.53M
Win %
75%
This Week
Compared To Last Week
Gain
1.63%
Profit
$4.78M
Win %
75%
This Month
Compared to last month
Gain
3.79%
Profit
$10.9M
Win %
75%
This Year
Compared to last year
Gain
1.7%
Profit
$4.88M
Win %
74%
SEIE
+55.79%
+$2.39M 
SEEM
+39.1%
+$766,290.1 
SEIS
+30.06%
+$628,465.98 
SNDK SanDisk Corporation
+13.67%
+$35,661.07 
PLTR Palantir Technologies Inc.
+4.66%
+$349,883.31 
MU Micron Technology, Inc.
+4.23%
+$102,208.13 
INTC Intel Corporation
+3.58%
+$57,814.15 
META Meta Platforms Inc Class A
+2.79%
+$92,254.87 
MRVL Marvell Technology, Inc.
+2.35%
+$7,002.3 
TKO Tko Group Holdings Inc.
+2.33%
+$10,646.3 
WRB W.R. Berkley Corporation
+1.06%
+$3,036.96 
AAPL Apple Inc.
+1%
+$94,095.61 
GOOGL Alphabet Inc
+0.82%
+$45,204.44 
TJX The TJX Companies, Inc.
+0.79%
+$3,298.8 
SFLR Innovator Equity Managed Floor ETF
+0.74%
+$36,184.46 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$84,407.56 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.63%
+$6,860.38 
VBK Vanguard Small-Cap Growth ETF
+0.55%
+$1,800.96 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
+$2.98 
ABBV AbbVie Inc.
0%
$0 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
ARKG ARK Genomic Revolution ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
ARKQ Ark Autonomous Technology & Robotics ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVGO Broadcom Inc.
0%
+$0.08 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
$0 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.02 
DBA Invesco DB Agriculture Fund
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DDTD Innovator Equity Dual Directional 10 Buffer ETF - December
0%
$0 
DE Deere & Company
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
EBUF Innovator Emerging Markets 10 Buffer ETF - Quarterly
0%
-$2.86 
EOG EOG Resources, Inc.
0%
$0 
EPP iShares MSCI Pacific ex Japan ETF
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
EWC iShares MSCI Canada ETF
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
EWU iShares MSCI United Kingdom ETF
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
F Ford Motor Company
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
-$0.36 
FYC First Trust Small Cap Growth Fund
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
+$0.1 
GRPM Invesco S&P MidCap 400 GARP ETF
0%
+$0.02 
GSC Goldman Sachs Small Cap Core Equity ETF
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HLAL Wahed FTSE USA Shariah ETF
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBFR Innovator International Developed 10 Buffer ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.01 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.03 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
ISRG Intuitive Surgical, Inc.
0%
+$0.02 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.02 
IVV iShares Core S&P 500 ETF
0%
$0 
IVVM iShares Large Cap Moderate Buffer ETF
0%
+$6.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.02 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
+$0.02 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JNJ Johnson & Johnson
0%
+$0.03 
JPM JPMorgan Chase & Co.
0%
+$0.03 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KWEB KraneShares CSI China Internet ETF
0%
$0 
LB LandBridge Company LLC
0%
$0 
LLY Eli Lilly and Company
0%
-$0.08 
LMT Lockheed Martin Corporation
0%
+$0.02 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.02 
MCD McDonald's Corporation
0%
-$0.02 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.03 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.17 
MSGNF Man Sang International Ltd.
0%
$0 
MTBA Simplify MBS ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.03 
NDAQ Nasdaq, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NUKZ Range Nuclear Renaissance ETF
0%
-$0.04 
NVDA NVIDIA Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
PALL abrdn Physical Palladium Shares ETF
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.01 
PHYS Sprott Physical Gold Trust
0%
$0 
PLTY YieldMax PLTR Option Income Strategy ETF
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
-$0.01 
QALT SEI DBi Multi-Strategy Alternative ETF
0%
$0 
QBF Innovator U.S. Barclays 20+ Year Treasury Bond ETF Quarterly
0%
$0 
QFLR Innovator Nasdaq-100 Managed Floor ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.32 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
-$0.05 
SCHA Schwab U.S. Small-Cap ETF
0%
+$0.02 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
0%
$0 
SEIV SEI Enhanced U.S. Large Cap Value Fund
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
-$0.02 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SYK Stryker Corporation
0%
+$0.01 
SYLD Cambria Shareholder Yield ETF
0%
+$0.32 
TER Teradyne, Inc.
0%
+$0.02 
TMO Thermo Fisher Scientific Inc.
0%
-$0.01 
TMUS T-Mobile US, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TWLO Twilio Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UMMA Wahed Dow Jones Islamic World Fund
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
V Visa Inc. Class A
0%
-$0.01 
VB Vanguard Small-Cap ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.02 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VICR Vicor Corporation
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
-$0.03 
VOO Vanguard S&P 500 ETF
0%
+$0.02 
VOOG Vanguard S&P 500 Growth ETF
0%
-$0.36 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.07 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTV Vanguard Value ETF
0%
+$0.06 
VUG Vanguard Growth ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
WGMI Valkyrie Bitcoin Miners ETF
0%
$0 
WM Waste Management, Inc.
0%
-$0.02 
XLE Energy Select Sector SPDR Fund
0%
+$0.01 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XSD SPDR S&P Semiconductor ETF
0%
$0 
XSMO Invesco S&P SmallCap Momentum ETF
0%
$0 
MCK McKesson Corporation
-2.51%
-$14,281.91 
AMAT Applied Materials, Inc.
-2.48%
-$13,923.05 
WMT Walmart Inc.
-0.25%
-$6,221.7 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$639.44 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
0%
-$32.95 
ROKT SPDR S&P Kensho Final Frontiers ETF
0%
-$14.73 
BGLD FT Vest Gold Strategy Quarterly Fund
0%
-$1.33 
COST Costco Wholesale Corporation
0%
-$10.65 
DFSU Dimensional US Sustainability Core 1 ETF
0%
-$25.35 Events
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Dividends
Dividend Analysis
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| Trades 1166 | Longs Won 812/1166 69% | Profit Factor 7.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $359,397.6 |
| Average Win $109,326.19 | Best Trade (Jun 30) $8.48M | Sharpe Ratio -121.08 |
| Average Loss -$34,639.09 | Worst Trade (Aug 14) -$577,774.71 | Z-Score 13.13 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $62,528.11 |
| 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 | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $11.13M, Vanguard Growth ETF - $2.7M, Lam Research Corporation - $2.02M, VANGUARD TOTAL STOCK MKT ETF - $998,861.29, 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 $5.24M earned over time. The largest contributors to dividend income include Simplify MBS ETF - $715,645.86, Simplify Treasury Option Income ETF - $321,625.75, Pfizer Inc - $153,985.58, SPDR S&P 500 ETF Trust - $143,673.9, and Exxon Mobil Corporation - $142,481.78. 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.
