TJM
Tyler J McMurray Portfolio
Invests via VISIONARY HORIZONS, LLC | Managed by Visionary Horizons, LLC
Invests via VISIONARY HORIZONS, LLC
Managed by Visionary Horizons, LLC
Automatically Tracked
Tyler J McMurray Profile
Investor and operator with a background in growth-stage technology and asset management, Tyler J McMurray is known for combining hands-on operating experience with capital allocation skills to support scaling businesses. Focus areas include SaaS, fintech and enterprise software, with experience across board advisory, M&A execution and portfolio value creation. Market-facing strengths include financial modeling, go-to-market optimization and governance. Active in private investments and strategic partnerships, often supporting CEOs through operational execution and fundraising strategies.
Investor and operator with a background in growth-stage technology and asset management, Tyler J McMurray is known for combining hands-on operating experience with capital allocation skills to support scaling businesses. Focus areas include SaaS, fintech and enterprise software, with experience across board advisory, M&A execution and portfolio value creation. Market-facing strengths include financial modeling, go-to-market optimization and governance. Active in private investments and strategic partnerships, often supporting CEOs through operational execution and fundraising strategies.
Investment Philosophy & Strategy
Combines operator-driven investing with disciplined capital allocation, targeting growth-stage SaaS, fintech and enterprise software companies. Prefers active, partnership-oriented stakes where operational levers—go-to-market, unit economics and governance—can be improved to accelerate scale. Underwrites deals with pragmatic financial modeling, milestone-based capital deployment and tight downside protection. Time horizon is multi-year with focus on follow-on support, strategic M&A optionality and board-level value creation. Risk-managed through concentrated, high-conviction positions and rigorous performance KPIs.
Combines operator-driven investing with disciplined capital allocation, targeting growth-stage SaaS, fintech and enterprise software companies. Prefers active, partnership-oriented stakes where operational levers—go-to-market, unit economics and governance—can be improved to accelerate scale. Underwrites deals with pragmatic financial modeling, milestone-based capital deployment and tight downside protection. Time horizon is multi-year with focus on follow-on support, strategic M&A optionality and board-level value creation. Risk-managed through concentrated, high-conviction positions and rigorous performance KPIs.
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:
45.73%
Gain -0.88%
Monthly
1.18%
Yearly
15.16%
Drawdown
16.3%
$243.26M
Equity
Holdings
$243.26M
Investment
$195.78M
$54.54M
Profit -$1.55M
Realized
$7.05M
Unrealized
$47.49M
Dividends
$7.86M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$1.55M
Win %
67%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.5M
Win %
67%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.55M
Win %
67%
This Year
Compared to last year
Gain
1.6%
Profit
$3.84M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$57,727.98 
GOOG Alphabet Inc
+6.88%
+$24,623.84 
GOOGL Alphabet Inc
+6.73%
+$33,075.84 
ANET Arista Networks, Inc.
+5.46%
+$23,604.92 
CBOE Cboe Global Markets Inc.
+4.62%
+$22,909.41 
META Meta Platforms Inc Class A
+3.28%
+$30,586.38 
MSFT Microsoft Corp.
+3.02%
+$53,090.72 
NVDA NVIDIA Corporation
+2.93%
+$65,122.63 
CVX Chevron Corporation
+2.35%
+$13,243.6 
DVN Devon Energy Corporation
+2.17%
+$13,490.88 
UPRO ProShares UltraPro S&P500
+1.97%
+$6,165.25 
ORCL Oracle Corporation
+1.81%
+$3,310.23 
HWM Howmet Aerospace Inc.
+1.8%
+$10,273.76 
VZ Verizon Communications Inc.
+1.52%
+$9,695.7 
NOC Northrop Grumman Corporation
+1.43%
+$8,927.1 
GE General Electric Company
+1.42%
+$3,515.97 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$2,699.16 
CAH Cardinal Health Inc.
+1.3%
+$10,342.21 
PSI Invesco Semiconductors ETF
+1.16%
+$2,612.48 
MSI Motorola Solutions, Inc.
+1.14%
+$4,560.24 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$371,203.38 
VUG Vanguard Growth ETF
+1.1%
+$2,840.22 
TTE TotalEnergies SE
+0.95%
+$2,725.72 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$1,150.65 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,711.75 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$39,673.45 
EMR Emerson Electric Co.
+0.79%
+$3,119.95 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$23,415.93 
TSLA Tesla, Inc.
+0.76%
+$3,655.61 
STT State Street Corp
+0.73%
+$2,028.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,545.46 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,778.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$5,543.64 
PLTR Palantir Technologies Inc.
+0.65%
+$7,009.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$42,504.12 
PEXL Pacer US Export Leaders ETF
+0.65%
+$19,551.97 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$9,241.2 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$16,478.09 
AVUS Avantis U.S. Equity ETF
+0.57%
+$44,759.52 
IYW iShares U.S. Technology ETF
+0.46%
+$3,601.74 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$1,956.78 
AVGO Broadcom Inc.
+0.37%
+$1,812.96 
PG Procter & Gamble Co
+0.37%
+$1,716.14 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,571.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,231.2 
XNTK SPDR NYSE Technology ETF
+0.33%
+$913.42 
DRSK Aptus Defined Risk ETF
+0.28%
+$2,259.36 
MRSK Toews Agility Shares Managed Risk ETF
+0.23%
+$18,904.59 
SO The Southern Company
+0.21%
+$1,627 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$567.99 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$764.5 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$980.07 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.18%
+$361.78 
EWQ iShares MSCI France ETF
+0.17%
+$1,261.76 
MS Morgan Stanley
+0.17%
+$673.2 
BDX Becton, Dickinson and Company
+0.1%
+$381.48 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$12,510.99 
OSCV Opus Small Cap Value ETF
+0.09%
+$882.04 
EWBC East West Bancorp Inc.
+0.07%
+$536.13 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$968.1 
CLOA iShares AAA CLO ETF
+0.04%
+$89.9 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,403.68 
DIS The Walt Disney Company
+0.03%
+$63.96 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$333.87 
RIVN Rivian Automotive, Inc.
-9.57%
-$18,964.19 
AAPL Apple Inc.
-7.35%
-$72,530.16 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$16,117.19 
EIX Edison International
-6.81%
-$28,654.56 
TROW T. Rowe Price Group, Inc.
-6.31%
-$25,511.64 
MU Micron Technology, Inc.
-5.9%
-$15,179.2 
LAD Lithia Motors Inc.
-4.84%
-$14,962.43 
GDX VanEck Gold Miners ETF
-3.49%
-$9,634.61 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$9,218.81 
ES Eversource Energy
-3.05%
-$11,625.75 
CI The Cigna Group
-2.99%
-$18,933.39 
APTV Aptiv PLC
-2.79%
-$8,334.9 
IBKR Interactive Brokers Group Inc.
-2.75%
-$13,458.45 
SLS Sellas Life Sciences Group Inc.
-2.72%
-$10,080 
NEM Newmont Corporation
-2.14%
-$13,404.95 
GLD SPDR Gold Shares
-1.49%
-$36,653.57 
NVS Novartis AG Sponsored ADR
-1.45%
-$10,616.49 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,532.87 
SABA Saba Capital Income & Opportunities Fund II
-1.2%
-$4,387.6 
DVYA iShares Asia/Pacific Dividend ETF
-1.13%
-$7,707.51 
MCK McKesson Corporation
-1.08%
-$3,029 
AN AutoNation Inc.
-1.05%
-$7,026.75 
INTC Intel Corporation
-1.02%
-$6,000.36 
GILD Gilead Sciences Inc.
-0.81%
-$4,617.01 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,082.03 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$1,623 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$7,823.16 
DUK Duke Energy Corporation
-0.67%
-$4,525.08 
AMGN Amgen Inc.
-0.64%
-$7,663.23 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$6,023.74 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,165.94 
NXP Nuveen Select Tax-Free Income Portfolio
-0.63%
-$1,258.2 
AMT American Tower Corporation
-0.63%
-$2,201.1 
HAS Hasbro Inc.
-0.62%
-$4,698.17 
MSCI MSCI Inc.
-0.61%
-$1,806 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$102,514.78 
SCHF Schwab International Equity ETF
-0.58%
-$7,842.24 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$3,727.9 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$2,852.55 
ALL Allstate Corporation
-0.49%
-$2,288 
IWM iShares Russell 2000 ETF
-0.47%
-$1,438.65 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$2,027.09 
AVDE Avantis International Equity ETF
-0.46%
-$4,206.3 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$1,257 
HD The Home Depot, Inc.
-0.42%
-$3,715.52 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$1,700.2 
MDT Medtronic plc
-0.37%
-$3,128.64 
TMUS T-Mobile US, Inc.
-0.36%
-$1,952.97 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$2,217.84 
SDY SPDR S&P Dividend ETF
-0.28%
-$909.04 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$803.21 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$589.42 
VTV Vanguard Value ETF
-0.27%
-$575.83 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$3,434.94 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,329.47 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$1,907.85 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$5,168.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$859.86 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,666.3 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$794.18 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$629.76 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$11,991.12 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,405.35 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,956.15 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$38,984.3 
FITB Fifth Third Bancorp
-0.16%
-$495.72 
ELV Elevance Health, Inc.
-0.15%
-$858.46 
KIM Kimco Realty Corporation
-0.12%
-$762.18 
EXR Extra Space Storage Inc.
-0.12%
-$511.36 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$733.23 
XLF Financial Select Sector SPDR Fund
-0.1%
-$897.9 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$5,611.32 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$841.68 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,549.48 
RAAX VanEck Real Assets ETF
-0.08%
-$1,036.44 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$1,329.1 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$698.34 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,097.15 
TGT Target Corporation
-0.03%
-$180.49 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.02%
-$84.08 Events
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Dividends
Dividend Analysis
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| Trades 991 | Longs Won 647/991 65% | Profit Factor 9.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,186.79 |
| Average Win $94,572.11 | Best Trade (Aug 14) $10.27M | Sharpe Ratio -11 |
| Average Loss -$19,329.11 | Worst Trade (Dec 30) -$353,959.18 | Z-Score 2.34 (98.05%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $55,034.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,958 | $645,144.2 | $913,755.78 | - | $268,611.58 | 41.64% | -7.354% |
| ACIO Aptus Collared Investment Opportunity ETF | 56,821 | $2.5M | $2.61M | - | $111,558.76 | 4.47% | +0.635% |
| ALL Allstate Corporation | 1,760 | $366,787.62 | $464,780.8 | - | $97,993.18 | 26.72% | -0.49% |
| AMGN Amgen Inc. | 3,090 | $895,284.85 | $1.19M | - | $294,859.55 | 32.93% | -0.64% |
| AMT American Tower Corporation | 2,001 | $426,787.18 | $346,893.36 | - | -$79,893.82 | -18.72% | -0.631% |
| AMZN Amazon.com Inc | 1,600 | $317,017.1 | $434,527.98 | - | $117,510.88 | 37.07% | +15.321% |
| AN AutoNation Inc. | 3,123 | $678,929.46 | $663,325.17 | - | -$15,604.29 | -2.3% | -1.048% |
| ANET Arista Networks, Inc. | 2,530 | $429,796 | $456,285.53 | - | $26,489.53 | 6.16% | +5.456% |
| APTV Aptiv PLC | 5,145 | $419,522.77 | $290,538.15 | - | -$128,984.62 | -30.75% | -2.789% |
| ASML ASML Holding N.V. New York Registry Shares | 202 | $401,867 | $329,058 | - | -$72,809 | -18.12% | -1.359% |
| AVDE Avantis International Equity ETF | 10,015 | $637,498.36 | $913,468.15 | - | $275,969.79 | 43.29% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 139,011 | $9.8M | $12.44M | - | $2.64M | 26.98% | +0.101% |
| AVGO Broadcom Inc. | 1,259 | $417,285.43 | $490,103.52 | - | $72,818.09 | 17.45% | +0.371% |
| AVIG Avantis Core Fixed Income ETF | 18,170 | $754,474.5 | $740,790.9 | - | -$13,683.6 | -1.81% | -0.257% |
| AVUS Avantis U.S. Equity ETF | 62,166 | $5.51M | $7.93M | - | $2.42M | 43.84% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 110,092 | $11.25M | $13.79M | - | $2.55M | 22.63% | +0.032% |
| AXSM Axsome Therapeutics, Inc. | 968 | $236,937 | $211,014.33 | - | -$25,922.67 | -10.94% | -7.096% |
| BDX Becton, Dickinson and Company | 2,244 | $330,208.18 | $371,651.28 | - | $41,443.1 | 12.55% | +0.103% |
| BINC iShares Flexible Income Active ETF | 38,738 | $2.04M | $2.01M | - | -$21,461.73 | -1.05% | -0.077% |
| BLV Vanguard Long-Term Bond ETF | 6,539 | $452,394.7 | $431,443.22 | - | -$20,951.48 | -4.63% | -0.468% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Tyler J McMurray?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Value ETF - $1.72M, Schwab U.S. Large-Cap Growth ETF - $1.49M, Schwab Fundamental International Large Company Index ETF - $1.21M, Avantis Emerging Markets Equity ETF - $837,384.21, and Newmont Corporation - $525,432.31. 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: Pacer US Small Cap Cash Cows 100 ETF - $667,872.26, Walgreens Boots Alliance Inc - $346,845.5, Intel Corporation - $256,666.04, T-Mobile US, Inc - $130,418.23, and Intuit Inc - $119,977. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tyler J McMurray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.86M earned over time. The largest contributors to dividend income include SPDR Portfolio S&P 500 Value ETF - $975,509.67, Schwab Fundamental International Large Company Index ETF - $753,804.51, Avantis Emerging Markets Equity ETF - $480,866.29, Vanguard Long-Term Corporate Bond Fund - $422,644.46, and SPDR DoubleLine Total Return Tactical ETF - $312,533.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tyler J McMurray's monthly returns?
Tyler J McMurray'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 J McMurray's strategy be considered aggressive or moderate?
Tyler J McMurray'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 J McMurray's strategy?
Tyler J McMurray's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
