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:
44.9%
Gain +0.11%
Monthly
1.11%
Yearly
14.21%
Drawdown
16.3%
$242.1M
Equity
Holdings
$242.1M
Investment
$195.78M
$53.37M
Profit +$189,967.47
Realized
$7.05M
Unrealized
$46.32M
Dividends
$8.58M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$189,967.47
Win %
65%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$1.08M
Win %
65%
This Month
Compared to last month
Gain
0.91%
Profit
$2.19M
Win %
65%
This Year
Compared to last year
Gain
1.11%
Profit
$2.67M
Win %
65%
LAD Lithia Motors Inc.
+2.72%
+$6,119.26 
AN AutoNation Inc.
+2.43%
+$12,117.24 
GE General Electric Company
+2.31%
+$5,032.8 
NEM Newmont Corporation
+1.94%
+$14,712.75 
HWM Howmet Aerospace Inc.
+1.92%
+$8,705.86 
TTE TotalEnergies SE
+1.91%
+$5,549.96 
NOC Northrop Grumman Corporation
+1.76%
+$10,284.3 
TSLA Tesla, Inc.
+1.68%
+$9,433.41 
FITB Fifth Third Bancorp
+1.6%
+$4,433.94 
ITA iShares U.S. Aerospace & Defense ETF
+1.58%
+$19,811.2 
PG Procter & Gamble Co
+1.47%
+$7,479.77 
MSI Motorola Solutions, Inc.
+1.47%
+$6,197.49 
GDX VanEck Gold Miners ETF
+1.43%
+$4,457.81 
EXR Extra Space Storage Inc.
+1.42%
+$5,865.6 
ASML ASML Holding N.V. New York Registry Shares
+1.34%
+$4,498.55 
DUK Duke Energy Corporation
+1.34%
+$8,565.33 
EWBC East West Bancorp Inc.
+1.29%
+$9,739.69 
CVX Chevron Corporation
+1.26%
+$8,086.77 
KIM Kimco Realty Corporation
+1.26%
+$7,240.71 
KRE SPDR S&P Regional Banking ETF
+1.19%
+$2,946.5 
ALL Allstate Corporation
+1.18%
+$4,972 
ES Eversource Energy
+1.14%
+$3,901.09 
HD The Home Depot, Inc.
+1.14%
+$9,355.53 
SCHC Schwab International Small-Cap Equity ETF
+1.08%
+$4,463.02 
SO The Southern Company
+1.08%
+$7,809.6 
DFIC Dimensional International Core Equity Market ETF
+1.05%
+$6,693.27 
XLU Utilities Select Sector SPDR Fund
+1.04%
+$10,977.66 
BRK-A Berkshire Hathaway Inc.
+1.04%
+$8,200.01 
EWU iShares MSCI United Kingdom ETF
+0.99%
+$5,018.37 
AMT American Tower Corporation
+0.99%
+$3,581.79 
APTV Aptiv PLC
+0.98%
+$2,289.53 
MFG Mizuho Financial Group Inc. ADR
+0.98%
+$1,278.5 
FNDF Schwab Fundamental International Large Company Index ETF
+0.97%
+$166,585.64 
DVN Devon Energy Corporation
+0.95%
+$6,604.91 
AAPL Apple Inc.
+0.94%
+$9,524.76 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$12,044.2 
AVDE Avantis International Equity ETF
+0.92%
+$8,312.45 
DFAI Dimensional International Core Equity Market ETF
+0.9%
+$8,366.25 
XLF Financial Select Sector SPDR Fund
+0.86%
+$7,108.37 
IEFA iShares Core MSCI EAFE ETF
+0.84%
+$2,801.97 
TMUS T-Mobile US, Inc.
+0.81%
+$3,968 
SDY SPDR S&P Dividend ETF
+0.81%
+$2,592.83 
EIX Edison International
+0.81%
+$2,405.7 
VZ Verizon Communications Inc.
+0.69%
+$4,224.56 
SCHF Schwab International Equity ETF
+0.69%
+$9,067.59 
DGRO iShares Core Dividend Growth ETF
+0.68%
+$1,953.29 
LVHI Franklin International Low Volatility High Dividend ETF
+0.68%
+$1,568.9 
OSCV Opus Small Cap Value ETF
+0.65%
+$5,733.26 
XLI Industrial Select Sector SPDR Fund
+0.63%
+$29,002.66 
NVS Novartis AG Sponsored ADR
+0.62%
+$4,357.84 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.61%
+$3,401.7 
EWQ iShares MSCI France ETF
+0.6%
+$4,021.86 
AMGN Amgen Inc.
+0.59%
+$7,972.2 
DIS The Walt Disney Company
+0.57%
+$1,343.16 
AVUV Avantis U.S. Small Cap Value ETF
+0.57%
+$75,413.02 
HAS Hasbro Inc.
+0.55%
+$4,300.02 
CI The Cigna Group
+0.54%
+$3,562.38 
SABA Saba Capital Income & Opportunities Fund II
+0.52%
+$1,750.65 
VTV Vanguard Value ETF
+0.52%
+$1,122.4 
MS Morgan Stanley
+0.5%
+$1,701.7 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$6,297.39 
CBOE Cboe Global Markets Inc.
+0.47%
+$2,406.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$111,105.26 
EMR Emerson Electric Co.
+0.45%
+$1,916.93 
VONV Vanguard Russell 1000 Value Index Fund
+0.43%
+$2,236.32 
TGT Target Corporation
+0.37%
+$2,638.93 
GLD SPDR Gold Shares
+0.31%
+$7,761.25 
RAAX VanEck Real Assets ETF
+0.31%
+$4,318.5 
DFIP Dimensional Inflation-Protected Securities ETF
+0.3%
+$1,955.28 
VEU Vanguard FTSE All-World ex-US ETF
+0.26%
+$1,003.17 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.24%
+$3,142.53 
RSP Invesco S&P 500 Equal Weight ETF
+0.24%
+$6,898.43 
MCK McKesson Corporation
+0.23%
+$736.12 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.19%
+$10,492.23 
AVIG Avantis Core Fixed Income ETF
+0.16%
+$1,181.05 
DFCF Dimensional Core Fixed Income ETF
+0.16%
+$1,201.33 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$3,291.45 
BINC iShares Flexible Income Active ETF
+0.13%
+$2,517.97 
IEF iShares 7-10 Year Treasury Bond ETF
+0.13%
+$260.7 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$2,842.68 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.1%
+$1,993.65 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.1%
+$1,052.1 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$702.67 
BLV Vanguard Long-Term Bond ETF
+0.09%
+$392.34 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.08%
+$316.14 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$4,676.1 
BDX Becton, Dickinson and Company
+0.07%
+$314.18 
AVUS Avantis U.S. Equity ETF
+0.07%
+$5,284.11 
SYSB iShares Systematic Bond ETF
+0.07%
+$482.35 
NEAR iShares Short Maturity Bond ETF
+0.06%
+$1,001.61 
SPBO SPDR Portfolio Corporate Bond ETF
+0.05%
+$157.44 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.03%
+$209.18 
CLOA iShares AAA CLO ETF
+0.03%
+$67.42 
SCHM Schwab U.S. Mid-Cap ETF
+0.01%
+$129.41 
DVYA iShares Asia/Pacific Dividend ETF
0%
$0 
PEXL Pacer US Export Leaders ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
SLS Sellas Life Sciences Group Inc.
-9.26%
-$37,800 
MU Micron Technology, Inc.
-3.68%
-$10,066.56 
INTC Intel Corporation
-2.56%
-$15,742.88 
PLTR Palantir Technologies Inc.
-2.16%
-$37,939.46 
ORCL Oracle Corporation
-1.8%
-$3,467.86 
AVGO Broadcom Inc.
-1.78%
-$7,705.07 
ANET Arista Networks, Inc.
-1.6%
-$7,514.1 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.59%
-$9,044.65 
XNTK SPDR NYSE Technology ETF
-1.53%
-$4,680.23 
META Meta Platforms Inc Class A
-1.39%
-$17,758.4 
GOOGL Alphabet Inc
-1.31%
-$6,756.48 
AXSM Axsome Therapeutics, Inc.
-1.28%
-$2,003.75 
SPHB Invesco S&P 500 High Beta ETF
-1.27%
-$25,305.24 
XLK State Street Technology Select Sector SPDR ETF
-1.23%
-$4,848.8 
GOOG Alphabet Inc
-1.18%
-$4,363.04 
IYW iShares U.S. Technology ETF
-1.17%
-$10,055.02 
SPCX Space Exploration Technologies Corp. Class A
-0.99%
-$3,538.29 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$60,022.71 
AVEM Avantis Emerging Markets Equity ETF
-0.81%
-$101,978.47 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$3,171.16 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.62%
-$2,599.3 
STT State Street Corp
-0.59%
-$1,491.31 
MSFT Microsoft Corp.
-0.56%
-$11,888.9 
VUG Vanguard Growth ETF
-0.56%
-$1,542.27 
IUSG iShares Core S&P U.S. Growth ETF
-0.53%
-$1,116.52 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$185,601.69 
AMZN Amazon.com Inc
-0.52%
-$2,135.98 
IBKR Interactive Brokers Group Inc.
-0.52%
-$2,405.22 
RIVN Rivian Automotive, Inc.
-0.5%
-$765.63 
MSCI MSCI Inc.
-0.44%
-$1,300.32 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.39%
-$723.56 
NVDA NVIDIA Corporation
-0.37%
-$9,066.98 
UPRO ProShares UltraPro S&P500
-0.36%
-$1,251.25 
GILD Gilead Sciences Inc.
-0.34%
-$2,286.95 
NXP Nuveen Select Tax-Free Income Portfolio
-0.23%
-$419.4 
DRSK Aptus Defined Risk ETF
-0.22%
-$1,694.52 
ACIO Aptus Collared Investment Opportunity ETF
-0.18%
-$4,829.78 
IWM iShares Russell 2000 ETF
-0.16%
-$465.74 
VTWO Vanguard Russell 2000 ETF
-0.14%
-$402.23 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.12%
-$3,755.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$1,033.56 
CAH Cardinal Health Inc.
-0.09%
-$786.18 
MRSK Toews Agility Shares Managed Risk ETF
-0.08%
-$6,952.69 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$748.89 
IVV iShares Core S&P 500 ETF
-0.06%
-$368.98 
ELV Elevance Health, Inc.
-0.04%
-$291.27 
MDT Medtronic plc
-0.04%
-$391.08 
TROW T. Rowe Price Group, Inc.
-0.04%
-$135.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 991 | Longs Won 636/991 64% | Profit Factor 8.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $396,502.35 |
| Average Win $95,885.12 | Best Trade (Oct 14) $10.25M | Sharpe Ratio -11 |
| Average Loss -$21,434.69 | Worst Trade (Dec 30) -$353,959.18 | Z-Score 1.23 (78.25%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy $53,858.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,958 | $645,144.2 | $1.02M | - | $376,016.56 | 58.28% | +0.942% |
| ACIO Aptus Collared Investment Opportunity ETF | 56,821 | $2.5M | $2.68M | - | $183,437.32 | 7.34% | -0.18% |
| ALL Allstate Corporation | 1,760 | $366,787.62 | $426,668 | - | $59,880.38 | 16.33% | +1.179% |
| AMGN Amgen Inc. | 3,090 | $895,284.85 | $1.35M | - | $453,840.05 | 50.69% | +0.594% |
| AMT American Tower Corporation | 2,001 | $426,787.18 | $366,483.15 | - | -$60,304.03 | -14.13% | +0.987% |
| AMZN Amazon.com Inc | 1,600 | $317,017.1 | $405,480 | - | $88,462.9 | 27.9% | -0.524% |
| AN AutoNation Inc. | 3,123 | $678,929.46 | $511,172.64 | - | -$167,756.82 | -24.71% | +2.428% |
| ANET Arista Networks, Inc. | 2,530 | $429,796 | $462,003.3 | - | $32,207.3 | 7.49% | -1.6% |
| APTV Aptiv PLC | 5,145 | $419,522.77 | $234,792.07 | - | -$184,730.7 | -44.03% | +0.985% |
| ASML ASML Holding N.V. New York Registry Shares | 202 | $401,867 | $339,301.42 | - | -$62,565.58 | -15.57% | +1.344% |
| AVDE Avantis International Equity ETF | 10,015 | $637,498.36 | $908,560.8 | - | $271,062.44 | 42.52% | +0.923% |
| AVEM Avantis Emerging Markets Equity ETF | 139,011 | $9.8M | $12.46M | - | $2.67M | 27.2% | -0.812% |
| AVGO Broadcom Inc. | 1,259 | $417,285.43 | $425,806.39 | - | $8,520.96 | 2.04% | -1.777% |
| AVIG Avantis Core Fixed Income ETF | 18,170 | $754,474.5 | $723,438.55 | - | -$31,035.95 | -4.11% | +0.164% |
| AVUS Avantis U.S. Equity ETF | 62,166 | $5.51M | $8.07M | - | $2.56M | 46.38% | +0.066% |
| AVUV Avantis U.S. Small Cap Value ETF | 110,092 | $11.25M | $13.33M | - | $2.09M | 18.56% | +0.569% |
| AXSM Axsome Therapeutics, Inc. | 968 | $236,937 | $154,608.96 | - | -$82,328.04 | -34.75% | -1.279% |
| BDX Becton, Dickinson and Company | 2,244 | $330,208.18 | $435,111.6 | - | $104,903.42 | 31.77% | +0.072% |
| BINC iShares Flexible Income Active ETF | 38,738 | $2.04M | $1.97M | - | -$69,303.16 | -3.4% | +0.128% |
| BLV Vanguard Long-Term Bond ETF | 6,539 | $452,394.7 | $420,065.36 | - | -$32,329.34 | -7.15% | +0.093% |
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Option values are updated at end of day.
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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 - $1.82M, Schwab U.S. Large-Cap Growth ETF - $1.53M, Schwab Fundamental International Large Company Index ETF - $1.21M, Avantis Emerging Markets Equity ETF - $927,505.04, and Newmont Corporation - $527,132.45. 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 - $127,256.23, 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 $8.58M earned over time. The largest contributors to dividend income include SPDR Portfolio S&P 500 Value ETF - $1.08M, Schwab Fundamental International Large Company Index ETF - $753,804.51, Avantis Emerging Markets Equity ETF - $570,987.12, Vanguard Long-Term Corporate Bond Fund - $422,644.46, and SPDR DoubleLine Total Return Tactical ETF - $364,689.07. 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.
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