MP
Mark Perrault Portfolio
Invests via Intergy Private Wealth LLC | Managed by Mark Perrault, Charlie Dunn, Geoffrey Schaefer
Invests via Intergy Private Wealth LLC
Managed by Mark Perrault, Charlie Dunn, Geoffrey Schaefer
Automatically Tracked
Mark Perrault Profile
Mark Perrault is a seasoned investor-operator renowned for his strategic impact in the technology sector. With a background steeped in entrepreneurship and investment, he has successfully navigated various high-growth ventures, bringing transformative solutions to market. His experience encompasses both founding companies and taking leadership roles in existing businesses, where he leverages deep industry insights to drive operational excellence and innovation. Active engagement with emerging technologies positions him at the forefront of capital markets trends, making him a vital contributor to evolving ecosystems within the digital economy.
Mark Perrault is a seasoned investor-operator renowned for his strategic impact in the technology sector. With a background steeped in entrepreneurship and investment, he has successfully navigated various high-growth ventures, bringing transformative solutions to market. His experience encompasses both founding companies and taking leadership roles in existing businesses, where he leverages deep industry insights to drive operational excellence and innovation. Active engagement with emerging technologies positions him at the forefront of capital markets trends, making him a vital contributor to evolving ecosystems within the digital economy.
Investment Philosophy & Strategy
In the dynamic landscape of technology investing, strategic foresight is paramount. Mark Perrault applies a founder's mindset to identify and capitalize on disruptive innovations that promise long-term value creation. His dual expertise as an entrepreneur and investor informs his decisions, enabling him to leverage market trends while optimizing operational frameworks for growth. This approach cultivates competitive advantages in emerging sectors, allowing him to engage proactively with evolving market opportunities. Through meticulous analysis of business models and technological advancements, he consistently seeks ventures poised for transformative success.
In the dynamic landscape of technology investing, strategic foresight is paramount. Mark Perrault applies a founder's mindset to identify and capitalize on disruptive innovations that promise long-term value creation. His dual expertise as an entrepreneur and investor informs his decisions, enabling him to leverage market trends while optimizing operational frameworks for growth. This approach cultivates competitive advantages in emerging sectors, allowing him to engage proactively with evolving market opportunities. Through meticulous analysis of business models and technological advancements, he consistently seeks ventures poised for transformative success.
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:
41.38%
Gain +0.47%
Monthly
0.55%
Yearly
6.83%
Drawdown
14.29%
$386.39M
Equity
Holdings
$386.39M
Investment
$257.9M
$125.81M
Profit +$2.21M
Realized
-$2.68M
Unrealized
$128.49M
Dividends
$18.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.47%
Profit
$2.21M
Win %
82%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$3.33M
Win %
82%
This Month
Compared to last month
Gain
-0.86%
Profit
-$3.34M
Win %
82%
This Year
Compared to last year
Gain
9.27%
Profit
$33.63M
Win %
83%
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.52%
+$7,579.8 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$4,621.17 
VZ Verizon Communications Inc.
+2.46%
+$5,919.37 
JPM JPMorgan Chase & Co.
+2.3%
+$17,481.94 
USB U.S. Bancorp
+2.27%
+$6,564.41 
VALE Vale S.A.
+2.21%
+$5,018.06 
CMCSA Comcast Corp
+2.21%
+$4,927.41 
CX Cemex S.A.B. de C.V. Sponsored ADR
+2.13%
+$4,210.38 
HSBC HSBC Holdings plc Sponsored ADR
+2.12%
+$6,115.2 
PM Philip Morris International Inc.
+2.04%
+$7,992.96 
TSLA Tesla, Inc.
+1.88%
+$23,790.88 
BBDO Banco Bradesco S.A.
+1.85%
+$765.6 
HBAN Huntington Bancshares Incorporated
+1.8%
+$10,517.68 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$59,645.16 
LYG Lloyds Banking Group Plc ADR
+1.57%
+$1,371.64 
BAC Bank of America Corporation
+1.52%
+$5,182.8 
CAT Caterpillar Inc.
+1.48%
+$4,329 
VICI Vici Properties Inc.
+1.46%
+$3,113.54 
NEE NextEra Energy, Inc.
+1.3%
+$4,583.54 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$12,536.06 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$17,507.37 
PLD Prologis Inc.
+1.06%
+$3,946.8 
JNJ Johnson & Johnson
+1.05%
+$6,262.5 
V Visa Inc. Class A
+1.03%
+$7,279.56 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$13,935.65 
IJR iShares Core S&P Small-Cap ETF
+1%
+$20,845.75 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$13,609.58 
VO Vanguard Mid-Cap ETF
+0.97%
+$32,047.28 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$4,785.04 
USRT iShares Core U.S. REIT ETF
+0.95%
+$11,273.85 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$87,804.99 
VNQ Vanguard Real Estate ETF
+0.95%
+$36,389.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$334,684.94 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$136,839.27 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$75,537.39 
ICF iShares Cohen & Steers Realty Majors ETF
+0.82%
+$7,045.55 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$3,576.52 
CVX Chevron Corporation
+0.75%
+$2,798.58 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$20,953.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$61,848.96 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$6,637.24 
HD The Home Depot, Inc.
+0.73%
+$1,794.88 
VB Vanguard Small-Cap ETF
+0.73%
+$3,485.13 
MO Altria Group, Inc.
+0.72%
+$2,559.03 
COST Costco Wholesale Corporation
+0.72%
+$1,586.73 
MA Mastercard Incorporated
+0.7%
+$1,698.38 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,654.9 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$7,168.05 
MS Morgan Stanley
+0.66%
+$3,031 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$39,209.28 
DUK Duke Energy Corporation
+0.64%
+$1,957.29 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$5,498.35 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$532,183.68 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$32,123.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$9,799.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$1,602.08 
IVV iShares Core S&P 500 ETF
+0.58%
+$8,548.42 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,351.93 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$7,334.8 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,268.82 
GOOGL Alphabet Inc
+0.56%
+$7,222.04 
THYF T. Rowe Price U.S. High Yield ETF
+0.52%
+$8,557.97 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$75,923.1 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$7,862.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$10,421.57 
VT Vanguard Total World Stock ETF
+0.46%
+$36,912.24 
GOOG Alphabet Inc
+0.46%
+$8,011.4 
WMT Walmart Inc.
+0.45%
+$1,161.39 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$47,354.47 
ACWI iShares MSCI ACWI ETF
+0.42%
+$21,719.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$3,366.55 
BMY Bristol-Myers Squibb Company
+0.4%
+$762.3 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$5,382.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$99,569.75 
AMGN Amgen Inc.
+0.34%
+$1,021.14 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$1,642.59 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.33%
+$852.48 
XOM Exxon Mobil Corporation
+0.29%
+$973.65 
SCHF Schwab International Equity ETF
+0.29%
+$51,532.96 
VUG Vanguard Growth ETF
+0.22%
+$26,026.2 
NVDA NVIDIA Corporation
+0.14%
+$3,350.92 
CB Chubb Limited
+0.1%
+$219.64 
MSFT Microsoft Corp.
+0.1%
+$1,080.8 
BABA Alibaba Group Holding Limited SP ADR
+0.1%
+$184.25 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$861.25 
KO The Coca-Cola Company
+0.1%
+$214.48 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$3,911.79 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$1,366.85 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$455 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$96.85 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$1,308.2 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$116.8 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$222.79 
SHV iShares Short Treasury Bond ETF
+0.02%
+$104.47 
BSV Vanguard Short-Term Bond ETF
0%
$0 
VENU
0%
$0 
NSP Insperity Inc.
-2.91%
-$13,320.67 
SYM Symbotic Inc. Class A
-2.8%
-$4,800 
LLY Eli Lilly and Company
-2.41%
-$10,259.47 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$6,623.89 
AAPL Apple Inc.
-1.52%
-$79,848 
MRK Merck & Co., Inc.
-1.41%
-$6,468.77 
AMZN Amazon.com Inc
-1.21%
-$15,057.22 
NFLX Netflix, Inc.
-1.14%
-$2,366.85 
IBM International Business Machines Corporation
-0.97%
-$9,248.91 
AVGO Broadcom Inc.
-0.94%
-$15,703.6 
CSCO Cisco Systems, Inc.
-0.6%
-$3,830.31 
NVS Novartis AG Sponsored ADR
-0.57%
-$2,989.36 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$10,302.24 
META Meta Platforms Inc Class A
-0.23%
-$1,732.89 
MDT Medtronic plc
-0.21%
-$579.02 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$858.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$7,272.27 
LOW Lowe's Companies Inc.
-0.12%
-$323.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$4,402.2 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$394.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,292.49 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$1,007.47 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$650.12 
CGMU Capital Group Municipal Income ETF
-0.06%
-$658.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$57.27 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$45.63 
MUB iShares National Muni Bond ETF
-0.01%
-$39.05 Events
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Dividends
Dividend Analysis
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| Trades 1353 | Longs Won 982/1353 72% | Profit Factor 13.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $685,707.05 |
| Average Win $137,992.9 | Best Trade (Jun 12) $18.47M | Sharpe Ratio -6.46 |
| Average Loss -$26,154.2 | Worst Trade (Jun 12) -$995,856.4 | Z-Score 21.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $92,982.87 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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Returns
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