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:
115.05%
Gain +0.23%
Monthly
1.37%
Yearly
17.72%
Drawdown
26.04%
$427.95M
Equity
Holdings
$427.95M
Investment
$307.68M
$122.2M
Profit +$515,801.2
Realized
$1.93M
Unrealized
$120.27M
Dividends
$19.69M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$515,801.2
Win %
75%
This Week
Compared To Last Week
Gain
1.1%
Profit
$4.64M
Win %
75%
This Month
Compared to last month
Gain
-0.96%
Profit
-$4.13M
Win %
75%
This Year
Compared to last year
Gain
-0.96%
Profit
-$4.13M
Win %
76%
NSP Insperity Inc.
+3.05%
+$18,369.15 
INTC Intel Corporation
+2.45%
+$4,000.44 
AMD Advanced Micro Devices, Inc.
+2.2%
+$6,507.29 
WDC Western Digital Corporation
+2.15%
+$3,394.41 
SNDK SanDisk Corporation
+2.01%
+$4,486.35 
AVGO Broadcom Inc.
+1.95%
+$32,174.56 
MSFT Microsoft Corp.
+1.74%
+$22,168.44 
GOOG Alphabet Inc
+1.65%
+$28,485.6 
BBDO Banco Bradesco S.A.
+1.62%
+$703.4 
GOOGL Alphabet Inc
+1.54%
+$20,525.83 
GEV GE Vernova Inc.
+1.47%
+$3,558.66 
MU Micron Technology, Inc.
+1.39%
+$3,398.4 
CVX Chevron Corporation
+1.17%
+$4,818.02 
VENU Venu Holding Corp.
+1.07%
+$1,802.28 
AMZN Amazon.com Inc
+1%
+$14,165.76 
XOM Exxon Mobil Corporation
+0.86%
+$2,896.85 
V Visa Inc. Class A
+0.68%
+$4,779.96 
MA Mastercard Incorporated
+0.56%
+$1,219.03 
DUK Duke Energy Corporation
+0.47%
+$1,671.93 
META Meta Platforms Inc Class A
+0.42%
+$3,870.56 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.4%
+$987.46 
CMCSA Comcast Corp
+0.4%
+$781.47 
MDT Medtronic plc
+0.4%
+$1,305.88 
RTX RTX Corporation
+0.33%
+$790.4 
ESGE iShares ESG Aware MSCI EM ETF
+0.24%
+$19,584.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.23%
+$24,170.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.22%
+$1,836.3 
IBM International Business Machines Corporation
+0.22%
+$1,651.58 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.22%
+$731.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.18%
+$8,368.36 
WELL Welltower Inc.
+0.16%
+$372 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$122,380.18 
VUG Vanguard Growth ETF
+0.07%
+$8,075.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$152.85 
IWP iShares Russell Mid-Cap Growth ETF
+0.03%
+$5,301.56 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$563.71 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$84.48 
SHV iShares Short Treasury Bond ETF
+0.01%
+$19.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UMC United Microelectronics Corp. Sponsored ADR
-4.07%
-$7,488.31 
TFC Truist Financial Corporation
-3.39%
-$7,945.92 
TSLA Tesla, Inc.
-2.93%
-$36,458.88 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.89%
-$5,613 
LOW Lowe's Companies Inc.
-2.38%
-$6,978.72 
NVS Novartis AG Sponsored ADR
-2.35%
-$13,501.44 
RY Royal Bank of Canada
-2.34%
-$5,916.96 
MS Morgan Stanley
-2.3%
-$10,182.13 
MRK Merck & Co., Inc.
-2.23%
-$11,641.16 
LLY Eli Lilly and Company
-2.23%
-$11,204.48 
GPC Genuine Parts Company
-2.15%
-$4,647.12 
LRCX Lam Research Corporation
-2.13%
-$6,021 
CAT Caterpillar Inc.
-2.08%
-$6,087.24 
KLAC KLA Corporation
-2.03%
-$4,142.88 
HD The Home Depot, Inc.
-1.92%
-$5,260.08 
HSBC HSBC Holdings plc Sponsored ADR
-1.91%
-$6,756.48 
PLD Prologis Inc.
-1.86%
-$7,066.76 
SAN Banco Santander S.A. Sponsored ADR
-1.7%
-$3,572.59 
AAPL Apple Inc.
-1.65%
-$94,767.19 
WMT Walmart Inc.
-1.59%
-$4,082.26 
PNC The PNC Financial Services Group, Inc.
-1.49%
-$54,701.68 
JNJ Johnson & Johnson
-1.48%
-$10,127.95 
LYG Lloyds Banking Group Plc ADR
-1.26%
-$1,212.37 
BAC Bank of America Corporation
-1.26%
-$5,068.91 
PANW Palo Alto Networks, Inc.
-1.25%
-$3,457.3 
NEE NextEra Energy, Inc.
-1.23%
-$5,049.49 
HBAN Huntington Bancshares Incorporated
-1.07%
-$4,353.96 
AEP American Electric Power Company, Inc.
-1.07%
-$2,069.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.05%
-$22,785.18 
GS The Goldman Sachs Group, Inc.
-1.01%
-$2,134.44 
JPM JPMorgan Chase & Co.
-1.01%
-$8,568.12 
JCI Johnson Controls International plc
-0.95%
-$2,170.56 
VALE Vale S.A.
-0.92%
-$1,966.38 
IQLT iShares MSCI International Quality Factor ETF
-0.91%
-$58,860 
VNQ Vanguard Real Estate ETF
-0.88%
-$36,133.68 
DFAT Dimensional US Targeted Value ETF
-0.86%
-$12,119.48 
ASML ASML Holding N.V. New York Registry Shares
-0.81%
-$2,934.88 
IEFA iShares Core MSCI EAFE ETF
-0.79%
-$2,486.72 
XLRE The Real Estate Select Sector SPDR Fund
-0.78%
-$3,950.8 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$9,165.65 
TLT iShares 20+ Year Treasury Bond ETF
-0.76%
-$31,637.25 
UNH UnitedHealth Group Incorporated
-0.76%
-$2,060.57 
ICF iShares Cohen & Steers Realty Majors ETF
-0.76%
-$6,609.1 
COST Costco Wholesale Corporation
-0.74%
-$1,500.7 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$1,679.04 
IWS iShares Russell Mid-Cap Value ETF
-0.74%
-$8,518.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$203,597.61 
USRT iShares Core U.S. REIT ETF
-0.7%
-$9,373.11 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.7%
-$36,854.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.69%
-$34,946.05 
AMAT Applied Materials, Inc.
-0.69%
-$1,139.82 
IJS iShares S&P Small-Cap 600 Value ETF
-0.67%
-$11,142.12 
ABBV AbbVie Inc.
-0.66%
-$1,442.17 
CSCO Cisco Systems, Inc.
-0.65%
-$3,602.55 
SCHF Schwab International Equity ETF
-0.65%
-$117,931.8 
VOE Vanguard Mid-Cap Value ETF
-0.65%
-$12,767.33 
AMGN Amgen Inc.
-0.63%
-$1,865.31 
VB Vanguard Small-Cap ETF
-0.63%
-$4,170.1 
PM Philip Morris International Inc.
-0.62%
-$3,109.2 
VTV Vanguard Value ETF
-0.6%
-$22,072.28 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.6%
-$9,729.72 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$239,540.54 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$14,866.5 
VICI Vici Properties Inc.
-0.58%
-$1,291.77 
IWM iShares Russell 2000 ETF
-0.5%
-$1,077.47 
AVDV Avantis International Small Cap Value ETF
-0.49%
-$70,185 
AVUV Avantis U.S. Small Cap Value ETF
-0.49%
-$45,696.93 
IWO iShares Russell 2000 Growth ETF
-0.47%
-$5,031.69 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$1,309.69 
VO Vanguard Mid-Cap ETF
-0.46%
-$17,189.67 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$6,355.78 
ACWI iShares MSCI ACWI ETF
-0.4%
-$20,239.65 
VT Vanguard Total World Stock ETF
-0.37%
-$21,371.84 
C Citigroup Inc.
-0.36%
-$799.96 
IEF iShares 7-10 Year Treasury Bond ETF
-0.34%
-$1,539.4 
VBK Vanguard Small-Cap Growth ETF
-0.34%
-$5,795.79 
UL Unilever PLC Sponsored American Depositary Receipt
-0.32%
-$771.4 
VZ Verizon Communications Inc.
-0.3%
-$635.83 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$3,266.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$19,829.67 
BND Vanguard Total Bond Market Index Fund
-0.27%
-$798.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$10,991.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$5,093.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.25%
-$659.92 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.25%
-$1,107.75 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$3,510.54 
VOO Vanguard S&P 500 ETF
-0.23%
-$541.65 
MO Altria Group, Inc.
-0.23%
-$931.94 
IVV iShares Core S&P 500 ETF
-0.21%
-$3,921.5 
THYF T. Rowe Price U.S. High Yield ETF
-0.2%
-$3,692.81 
NVDA NVIDIA Corporation
-0.19%
-$4,897.1 
MUB iShares National Muni Bond ETF
-0.16%
-$683.55 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$2,196.3 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.15%
-$24,493.26 
CGMU Capital Group Municipal Income ETF
-0.13%
-$1,527.43 
VOT Vanguard Mid-Cap Growth ETF
-0.11%
-$2,939.11 
USB U.S. Bancorp
-0.1%
-$317.52 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$277.61 
FALN iShares Fallen Angels USD Bond ETF
-0.09%
-$264.32 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$773.37 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$254.77 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$223.6 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$369.05 
CB Chubb Limited
-0.06%
-$171 
JNK SPDR Bloomberg High Yield Bond ETF
-0.05%
-$195.45 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$627.22 
KO The Coca-Cola Company
-0.04%
-$97.72 
AVEM Avantis Emerging Markets Equity ETF
-0.03%
-$5,994.81 Events
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Dividends
Dividend Analysis
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| Trades 1487 | Longs Won 1021/1487 68% | Profit Factor 10.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $606,308 |
| Average Win $131,995.05 | Best Trade (Jul 22) $16.27M | Sharpe Ratio -12.55 |
| Average Loss -$26,967.4 | Worst Trade (Jul 20) -$1.45M | Z-Score 15.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $82,178.97 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Mark Perrault?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $3.48M, Schwab U.S. Dividend Equity ETF - $2.4M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.15M, Avantis International Small Cap Value ETF - $1.53M, and SPDR Portfolio S&P 500 Value ETF - $1.35M. 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: iShares Cohen & Steers Realty Majors ETF - $1.57M, iShares Core S&P 500 ETF - $491,814.47, Vanguard Total Bond Market Index Fund - $207,344.82, iShares S&P Small-Cap 600 Value ETF - $195,863.36, and Vanguard Small-Cap ETF - $155,935.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Perrault's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.69M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $2.43M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.15M, Invesco QQQ Trust, Series 1 - $1.35M, Schwab International Equity ETF - $1.29M, and Avantis International Small Cap Value ETF - $1.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Perrault's monthly returns?
Mark Perrault's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mark Perrault's strategy be considered aggressive or moderate?
Mark Perrault's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mark Perrault's strategy?
Mark Perrault's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
