TJ
Tyler Johnson Portfolio
Invests via Wealth Advisors Northwest LLC | Managed by Tyler Johnson, Dirk Conradie
Invests via Wealth Advisors Northwest LLC
Managed by Tyler Johnson, Dirk Conradie
Automatically Tracked
Former fintech operator and growth-oriented investor, Tyler Johnson has led product and GTM functions at scaling SaaS and payments businesses, focusing on B2B commercialisation and unit-economics improvement. Known for operationally active angel and seed investments across payments, analytics, and developer tools, he helps portfolio companies on go-to-market, pricing and metrics. Background blends product management and strategy with stints in venture and corporate development; holds a BA and an MBA-level finance education. Networks into regional venture ecosystems and LP relationships, making him a credible early-stage lead or operator-partner for funds targeting fintech and SaaS expansion.
Former fintech operator and growth-oriented investor, Tyler Johnson has led product and GTM functions at scaling SaaS and payments businesses, focusing on B2B commercialisation and unit-economics improvement. Known for operationally active angel and seed investments across payments, analytics, and developer tools, he helps portfolio companies on go-to-market, pricing and metrics. Background blends product management and strategy with stints in venture and corporate development; holds a BA and an MBA-level finance education. Networks into regional venture ecosystems and LP relationships, making him a credible early-stage lead or operator-partner for funds targeting fintech and SaaS expansion.
Investment Philosophy & Strategy
Operator-led, growth-stage bias focused on early-stage fintech and B2B SaaS opportunities. Prioritises investments where product-market fit can be accelerated through go-to-market rigor, pricing optimisation and unit-economics improvement, often taking active board or operator-partner roles. Allocates capital with a 3–7 year growth horizon, blending angel check agility with venture discipline: conviction-based concentrated bets, milestone-driven follow-ons, rigorous metric cadence and networked LP/GTM support to de-risk commercialization.
Operator-led, growth-stage bias focused on early-stage fintech and B2B SaaS opportunities. Prioritises investments where product-market fit can be accelerated through go-to-market rigor, pricing optimisation and unit-economics improvement, often taking active board or operator-partner roles. Allocates capital with a 3–7 year growth horizon, blending angel check agility with venture discipline: conviction-based concentrated bets, milestone-driven follow-ons, rigorous metric cadence and networked LP/GTM support to de-risk commercialization.
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:
33.6%
Gain +0.32%
Monthly
1.36%
Yearly
17.58%
Drawdown
17.55%
$293.35M
Equity
Holdings
$293.35M
Investment
$245.52M
$48.87M
Profit +$662,133.98
Realized
$1.03M
Unrealized
$47.84M
Dividends
$6.91M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$662,133.98
Win %
71%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.94M
Win %
71%
This Month
Compared to last month
Gain
0.71%
Profit
$2.06M
Win %
71%
This Year
Compared to last year
Gain
0.14%
Profit
$400,028.75
Win %
73%
LLY Eli Lilly and Company
+4.77%
+$12,463.2 
AMGN Amgen Inc.
+3.3%
+$10,278.4 
NFLX Netflix, Inc.
+3.28%
+$33,930.01 
SBUX Starbucks Corporation
+2.91%
+$5,536.53 
V Visa Inc. Class A
+2.29%
+$9,818.15 
VDC VANGUARD CONSUMER STAPLES ETF
+1.26%
+$3,598.31 
MSFT Microsoft Corp.
+1.12%
+$25,736.67 
DFAR Dimensional US Real Estate ETF
+1.11%
+$3,203.28 
HPQ HP Inc.
+0.92%
+$4,521.44 
DFGR Dimensional Global Real Estate ETF
+0.88%
+$28,734.48 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.88%
+$3,652.2 
DFSV Dimensional US Small Cap Value ETF
+0.87%
+$186,455.61 
DFAT Dimensional US Targeted Value ETF
+0.86%
+$3,377.92 
DFAS Dimensional U.S. Small Cap ETF
+0.77%
+$9,211.79 
FMB First Trust Managed Municipal Fund
+0.77%
+$2,008.36 
DFSI Dimensional International Sustainability Core 1 ETF
+0.76%
+$5,360.1 
DIHP Dimensional International High Profitability Portfolio
+0.7%
+$48,572.15 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$26,369.04 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.63%
+$15,020.67 
DFSU Dimensional US Sustainability Core 1 ETF
+0.56%
+$11,710.08 
DUHP Dimensional US High Profitability ETF
+0.56%
+$106,696.35 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.51%
+$1,840.46 
DGCB Dimensional Global Credit Fund
+0.46%
+$91,749.84 
COST Costco Wholesale Corporation
+0.45%
+$2,324.79 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$1,407.13 
DFUV Dimensional US Marketwide Value ETF
+0.42%
+$16,123.82 
DFAI Dimensional International Core Equity Market ETF
+0.41%
+$7,903.64 
AAPL Apple Inc.
+0.37%
+$9,898.64 
DFGP Dimensional Global Core Fixed Income Fund
+0.36%
+$102,138.84 
DFIC Dimensional International Core Equity Market ETF
+0.35%
+$73,280.48 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.34%
+$3,615.73 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.31%
+$221,892.02 
DISV Dimensional International Small Cap Equity Fund
+0.28%
+$21,738.48 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.28%
+$6,893.88 
DCOR Dimensional US Core Equity 1 ETF
+0.23%
+$13,431.29 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.21%
+$5,692.2 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.13%
+$1,399.71 
IWV ISHARES RUSSELL 3000 ETF
+0.12%
+$236.5 
DFAU Dimensional US Core Equity Market ETF
+0.11%
+$8,256.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.09%
+$931.15 
DFUS Dimensional U.S. Equity Market ETF
+0.05%
+$248.18 
SPY SPDR S&P 500 ETF Trust
+0.03%
+$115.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HPE Hewlett Packard Enterprise Company
-6.39%
-$89,550.63 
INTC Intel Corporation
-4.39%
-$21,351.74 
CAT Caterpillar Inc.
-2.91%
-$6,509.22 
AVGO Broadcom Inc.
-2.1%
-$14,568.04 
TSLA Tesla, Inc.
-1.85%
-$35,117.83 
NVDA NVIDIA Corporation
-1.84%
-$5,982.9 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.58%
-$59,024.22 
XOM Exxon Mobil Corporation
-1.4%
-$10,490.09 
DFAE Dimensional Emerging Core Equity Market ETF
-1.26%
-$15,600 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.21%
-$120,654.17 
VGT Vanguard Information Technology ETF
-1.14%
-$8,632.32 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.07%
-$3,363.7 
DFEV Dimensional Emerging Markets Value ETF
-1.03%
-$40,929.55 
QQQ Invesco QQQ Trust, Series 1
-0.74%
-$1,670.9 
META Meta Platforms Inc Class A
-0.57%
-$1,734.15 
SPEM SPDR Portfolio Emerging Markets ETF
-0.52%
-$1,575.42 
JPM JPMorgan Chase & Co.
-0.47%
-$3,496.54 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.47%
-$11,632.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.29%
-$6,451.1 
AMZN Amazon.com Inc
-0.16%
-$17,954.89 
GOOGL Alphabet Inc
-0.12%
-$552.94 
GOOG Alphabet Inc
-0.06%
-$298.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 373 | Longs Won 273/373 73% | Profit Factor 16.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $710,551.58 |
| Average Win $190,249.96 | Best Trade (Oct 15) $11.35M | Sharpe Ratio -12.53 |
| Average Loss -$30,717.69 | Worst Trade (Oct 14) -$463,477.79 | Z-Score 8.35 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $131,009.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,856 | $1.96M | $2.7M | - | $747,119.22 | 38.18% | +0.367% |
| AMGN Amgen Inc. | 730 | $224,398.83 | $321,338.7 | - | $96,939.87 | 43.2% | +3.304% |
| AMZN Amazon.com Inc | 44,887 | $9.86M | $11.39M | - | $1.53M | 15.54% | -0.157% |
| AVGO Broadcom Inc. | 2,008 | $638,909.27 | $680,701.96 | - | $41,792.69 | 6.54% | -2.095% |
| BRK-B Berkshire Hathaway Inc. | 631 | $289,828.19 | $333,533.98 | - | $43,705.79 | 15.08% | +0.424% |
| CAT Caterpillar Inc. | 299 | $318,405 | $217,435.79 | - | -$100,969.21 | -31.71% | -2.907% |
| COST Costco Wholesale Corporation | 523 | $484,172.42 | $515,910.79 | - | $31,738.37 | 6.56% | +0.453% |
| DCOR Dimensional US Core Equity 1 ETF | 70,691 | $5.16M | $5.93M | - | $764,308.38 | 14.81% | +0.227% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 95,493 | $2.52M | $3.67M | - | $1.15M | 45.47% | -1.584% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.58M | $56.64M | $71.36M | - | $14.72M | 25.99% | +0.312% |
| DFAE Dimensional Emerging Core Equity Market ETF | 32,500 | $834,461.2 | $1.22M | - | $390,463.8 | 46.79% | -1.258% |
| DFAI Dimensional International Core Equity Market ETF | 46,492 | $1.36M | $1.92M | - | $562,724.47 | 41.37% | +0.413% |
| DFAR Dimensional US Real Estate ETF | 11,864 | $276,221.74 | $292,684.88 | - | $16,463.14 | 5.96% | +1.107% |
| DFAS Dimensional U.S. Small Cap ETF | 15,482 | $1.01M | $1.21M | - | $197,773.25 | 19.63% | +0.77% |
| DFAT Dimensional US Targeted Value ETF | 5,824 | $314,415.23 | $394,634.24 | - | $80,219.01 | 25.51% | +0.863% |
| DFAU Dimensional US Core Equity Market ETF | 137,605 | $5.61M | $7.28M | - | $1.67M | 29.76% | +0.114% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 61,439 | $1.53M | $2.24M | - | $712,431.04 | 46.61% | -0.287% |
| DFCF Dimensional Core Fixed Income ETF | 103,408 | $4.33M | $4.2M | - | -$126,522.91 | -2.92% | +0.632% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 256,711 | $7.16M | $9.83M | - | $2.67M | 37.36% | -1.213% |
| DFEV Dimensional Emerging Markets Value ETF | 95,185 | $2.63M | $3.91M | - | $1.29M | 48.97% | -1.035% |
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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 Johnson?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $1.06M, Dimensional Global Core Fixed Income Fund - $927,326.92, Dimensional International Core Equity Market ETF - $846,438.77, Dimensional Global Credit Fund - $809,050.63, and Dimensional International Small Cap Equity Fund - $476,636.7. 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: Broadcom Inc - $68,380.65, Oracle Corporation - $67,507.33, Tesla, Inc - $38,945.21, Eli Lilly and Company - $37,021.82, and Alphabet Inc - $35,466.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tyler Johnson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.91M earned over time. The largest contributors to dividend income include Dimensional Global Core Fixed Income Fund - $927,326.92, Dimensional U.S. Core Equity 2 ETF - $926,572.69, Dimensional Global Credit Fund - $809,050.63, Dimensional International Core Equity Market ETF - $796,045.22, and Dimensional US Small Cap Value ETF - $451,340.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tyler Johnson's monthly returns?
Tyler Johnson'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 Johnson's strategy be considered aggressive or moderate?
Tyler Johnson'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 Johnson's strategy?
Tyler Johnson'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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