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:
37.18%
Gain +2.17%
Monthly
1.59%
Yearly
20.9%
Drawdown
17.55%
$298.52M
Equity
Holdings
$298.52M
Investment
$245.52M
$54.03M
Profit +$4.18M
Realized
$1.03M
Unrealized
$53M
Dividends
$5.99M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.17%
Profit
$4.18M
Win %
73%
This Week
Compared To Last Week
Gain
1.42%
Profit
$4.18M
Win %
73%
This Month
Compared to last month
Gain
2.23%
Profit
$6.51M
Win %
73%
This Year
Compared to last year
Gain
1.9%
Profit
$5.57M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$1.62M 
GOOG Alphabet Inc
+6.88%
+$34,317.18 
GOOGL Alphabet Inc
+6.73%
+$29,233.47 
META Meta Platforms Inc Class A
+3.28%
+$7,231.12 
MSFT Microsoft Corp.
+3.02%
+$58,715.78 
NVDA NVIDIA Corporation
+2.93%
+$8,393.71 
HPE Hewlett Packard Enterprise Company
+1.61%
+$16,887.96 
HPQ HP Inc.
+1.53%
+$6,620.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$33,784.1 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,318.55 
TSLA Tesla, Inc.
+0.76%
+$12,205.82 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,798.18 
CAT Caterpillar Inc.
+0.7%
+$1,695.33 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,088.41 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$13,875.35 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,376.4 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$22,918.32 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,154.12 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$38,529.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,236.06 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$5,525 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$41,073.76 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$22,621.12 
AVGO Broadcom Inc.
+0.37%
+$2,891.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,173.66 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$253,590.88 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$981.08 
JPM JPMorgan Chase & Co.
+0.27%
+$2,080.22 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$8,233.44 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$608.7 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$2,855.55 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$192,629.12 
NFLX Netflix, Inc.
-2%
-$21,387.54 
INTC Intel Corporation
-1.02%
-$4,607.22 
XOM Exxon Mobil Corporation
-0.97%
-$6,497.91 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$7,752.22 
AMGN Amgen Inc.
-0.64%
-$1,810.41 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$12,552.93 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$45,471.8 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$4,414.2 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$124,013.12 
SBUX Starbucks Corporation
-0.57%
-$1,225.8 
LLY Eli Lilly and Company
-0.53%
-$1,324.08 
DFAR Dimensional US Real Estate ETF
-0.52%
-$1,660.96 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$39,853.88 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$17,959.05 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,152.45 
VGT Vanguard Information Technology ETF
-0.38%
-$2,641.92 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$103,377.22 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$3,279.34 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$12,408.96 
DUHP Dimensional US High Profitability ETF
-0.27%
-$49,942.97 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,013.1 
COST Costco Wholesale Corporation
-0.24%
-$1,192.42 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$4,915.12 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$5,372.47 
DGCB Dimensional Global Credit Fund
-0.18%
-$36,699.94 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,167.5 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$3,802.66 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$640.64 
FMB First Trust Managed Municipal Fund
-0.08%
-$217.12 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,707.66 
V Visa Inc. Class A
-0.04%
-$153.57 Events
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Dividends
Dividend Analysis
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| Trades 373 | Longs Won 278/373 74% | Profit Factor 25.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $752,485.21 |
| Average Win $202,184.57 | Best Trade (Aug 13) $12.37M | Sharpe Ratio -12.07 |
| Average Loss -$22,880.33 | Worst Trade (Aug 02) -$479,082.34 | Z-Score 10.1 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $144,862.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,856 | $1.96M | $2.43M | - | $469,723.86 | 24% | -7.354% |
| AMGN Amgen Inc. | 730 | $224,398.83 | $281,166.8 | - | $56,767.97 | 25.3% | -0.64% |
| AMZN Amazon.com Inc | 44,887 | $9.86M | $12.19M | - | $2.33M | 23.69% | +15.321% |
| AVGO Broadcom Inc. | 2,008 | $638,909.27 | $781,674.24 | - | $142,764.97 | 22.35% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 631 | $289,828.19 | $322,781.74 | - | $32,953.55 | 11.37% | +0.365% |
| CAT Caterpillar Inc. | 299 | $318,405 | $243,628.19 | - | -$74,776.81 | -23.48% | +0.701% |
| COST Costco Wholesale Corporation | 523 | $484,172.42 | $497,838.48 | - | $13,666.06 | 2.82% | -0.239% |
| DCOR Dimensional US Core Equity 1 ETF | 70,691 | $5.16M | $5.83M | - | $670,289.35 | 12.98% | +0.389% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 95,493 | $2.52M | $3.71M | - | $1.19M | 47.22% | +0.621% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.58M | $56.64M | $70.51M | - | $13.87M | 24.49% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 32,500 | $834,461.2 | $1.22M | - | $384,938.8 | 46.13% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 46,492 | $1.36M | $1.96M | - | $597,128.46 | 43.9% | -0.637% |
| DFAR Dimensional US Real Estate ETF | 11,864 | $276,221.74 | $317,836.56 | - | $41,614.82 | 15.07% | -0.52% |
| DFAS Dimensional U.S. Small Cap ETF | 15,482 | $1.01M | $1.25M | - | $246,928.58 | 24.51% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 5,824 | $314,415.23 | $411,931.52 | - | $97,516.29 | 31.02% | -0.155% |
| DFAU Dimensional US Core Equity Market ETF | 137,605 | $5.61M | $7.13M | - | $1.51M | 26.97% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 61,439 | $1.53M | $2.24M | - | $714,581.41 | 46.75% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 103,408 | $4.33M | $4.29M | - | -$37,074.99 | -0.86% | -0.288% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 256,711 | $7.16M | $9.68M | - | $2.52M | 35.24% | +0.426% |
| DFEV Dimensional Emerging Markets Value ETF | 95,185 | $2.63M | $3.78M | - | $1.15M | 43.9% | +0.076% |
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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 - $901,626.15, Dimensional Global Core Fixed Income Fund - $896,665.35, Dimensional Global Credit Fund - $756,355.64, Dimensional International Core Equity Market ETF - $742,155.01, and Dimensional International Small Cap Equity Fund - $427,362.81. 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 - $69,685.85, Oracle Corporation - $67,507.33, Tesla, Inc - $38,945.21, Eli Lilly and Company - $37,395.5, and Alphabet Inc - $35,795.31. 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 $5.99M earned over time. The largest contributors to dividend income include Dimensional Global Core Fixed Income Fund - $896,665.35, Dimensional U.S. Core Equity 2 ETF - $772,833.22, Dimensional Global Credit Fund - $756,355.64, Dimensional International Core Equity Market ETF - $691,761.46, and Dimensional US Small Cap Value ETF - $366,588.36. 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.
