Albert Luong Portfolio
Invests via Canoe Financia LLP | Managed by Albert Luong
Invests via Canoe Financia LLP
Managed by Albert Luong
Automatically Tracked
Albert Luong Profile
With a robust foundation in both technology and finance, Albert Luong stands out as a dynamic leader at the intersection of innovation and capital. Having co-founded multiple startups, he has leveraged his technical expertise to drive product development while ensuring financial sustainability. His entrepreneurial journey includes successfully scaling ventures that cater to emerging market demands. Beyond operational roles, Luong is actively involved in investment initiatives that focus on tech-driven businesses aiming for rapid growth. With a keen insight into market trends, he represents a significant influence on the startup ecosystem.
With a robust foundation in both technology and finance, Albert Luong stands out as a dynamic leader at the intersection of innovation and capital. Having co-founded multiple startups, he has leveraged his technical expertise to drive product development while ensuring financial sustainability. His entrepreneurial journey includes successfully scaling ventures that cater to emerging market demands. Beyond operational roles, Luong is actively involved in investment initiatives that focus on tech-driven businesses aiming for rapid growth. With a keen insight into market trends, he represents a significant influence on the startup ecosystem.
Investment Philosophy & Strategy
Opportunities abound in the ever-evolving tech landscape, where Albert Luong expertly navigates challenges with a founder's mindset. His approach is characterized by identifying transformative investments that align with future market trajectories. By focusing on innovative startups poised for scalability, he prioritizes capital allocation toward ventures demonstrating distinct competitive advantages and growth potential. This strategic lens enables him to discern disruptive technologies early and support them through pivotal stages of development, enhancing value creation for stakeholders. Drawing from extensive entrepreneurial experience, his foresight ensures robust investment decisions anchored in both operational efficiency and emerging industry trends.
Opportunities abound in the ever-evolving tech landscape, where Albert Luong expertly navigates challenges with a founder's mindset. His approach is characterized by identifying transformative investments that align with future market trajectories. By focusing on innovative startups poised for scalability, he prioritizes capital allocation toward ventures demonstrating distinct competitive advantages and growth potential. This strategic lens enables him to discern disruptive technologies early and support them through pivotal stages of development, enhancing value creation for stakeholders. Drawing from extensive entrepreneurial experience, his foresight ensures robust investment decisions anchored in both operational efficiency and emerging industry trends.
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:
39.32%
Gain -0.68%
Monthly
0.87%
Yearly
10.93%
Drawdown
10.64%
$7.56B
Equity
Holdings
$7.56B
Investment
$6.45B
$2.82B
Profit -$41.24M
Realized
$1.7B
Unrealized
$1.12B
Dividends
$1.04B
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$41.24M
Win %
63%
This Week
Compared To Last Week
Gain
-1.51%
Profit
-$115.59M
Win %
63%
This Month
Compared to last month
Gain
-1.32%
Profit
-$101.07M
Win %
63%
This Year
Compared to last year
Gain
5.07%
Profit
$365.09M
Win %
57%
AMZN Amazon.com Inc
+15.32%
+$9.71M 
GOOGL Alphabet Inc
+6.73%
+$16.2M 
RIG Transocean Ltd.
+4.72%
+$2.08M 
WFRD Weatherford International plc
+3.64%
+$2.1M 
MSFT Microsoft Corp.
+3.02%
+$6.35M 
MTD Mettler-Toledo International Inc.
+2.58%
+$1.79M 
PPHC Public Policy Holding Company, Inc.
+2.55%
+$274,787.64 
HP Helmerich & Payne Inc.
+2.37%
+$656,929.6 
TDW Tidewater Inc.
+2.15%
+$332,520.06 
HAL Halliburton Company
+1.93%
+$3.53M 
CRM Salesforce Inc
+1.83%
+$107,574.8 
EXE Expand Energy Corporation
+1.74%
+$410,375.87 
ZTS Zoetis Inc.
+1.66%
+$9,613.81 
STN Stantec Inc.
+1.51%
+$36,535.8 
LMT Lockheed Martin Corporation
+1.5%
+$2.25M 
RRC Range Resources Corporation
+1.49%
+$1.96M 
NOC Northrop Grumman Corporation
+1.43%
+$411,554.57 
SLB Schlumberger Limited
+1.39%
+$5.26M 
KLAC KLA Corporation
+1.38%
+$181,770.73 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$952.5 
VRSN Verisign Inc.
+1.2%
+$68,865.34 
WFC Wells Fargo & Company
+1.19%
+$1.6M 
EQT EQT Corporation
+1.1%
+$2.33M 
EFXT Enerflex Ltd.
+0.95%
+$987,392.91 
CNQ Canadian Natural Resources Limited
+0.85%
+$974,938 
CP Canadian Pacific Kansas City Limited
+0.83%
+$1.63M 
DSGX The Descartes Systems Group Inc.
+0.82%
+$29,665.52 
EMR Emerson Electric Co.
+0.79%
+$857,232.42 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$76,442.52 
ROP Roper Technologies Inc.
+0.7%
+$24,183.52 
CARR Carrier Global Corporation
+0.68%
+$419,202 
WCN Waste Connections Inc.
+0.67%
+$13,320 
SLM SLM Corporation
+0.62%
+$5,483.2 
BMO Bank of Montreal
+0.47%
+$1,108.88 
OTIS Otis Worldwide Corporation
+0.36%
+$791,563.76 
AZO AutoZone Inc.
+0.32%
+$397,661.2 
SLF Sun Life Financial Inc.
+0.22%
+$824.22 
ALLE Allegion plc
+0.22%
+$1,497.32 
CME CME Group Inc.
+0.21%
+$279,442.84 
JNJ Johnson & Johnson
+0.21%
+$379,605.61 
ADI Analog Devices, Inc.
+0.2%
+$261,355.59 
TD The Toronto-Dominion Bank
+0.13%
+$1,591.04 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$1,456 
ABT Abbott Laboratories
+0.09%
+$3,600 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 ATS
ATS
0%
$0 D669
D66992104
0%
$0 G420
G42089113
0%
$0 G920
G92087165
0%
$0 G480
G4804L163
0%
$0 G938
G93824103
0%
$0 
CTVA Corteva Inc.
-11.9%
-$19.85M 
LIN Linde plc
-5.95%
-$721,338.12 
WPM Wheaton Precious Metals Corp.
-3.84%
-$2.61M 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$206,298.06 
AEM Agnico Eagle Mines Limited
-3.63%
-$2.35M 
TECK Teck Resources Ltd.
-3.6%
-$3.81M 
OR OR ROYALTIES INC COMMON STOCK
-3.03%
-$74,150.76 
CI The Cigna Group
-2.99%
-$50,161.93 
TAC TransAlta Corporation
-2.8%
-$198,000 
FSV FirstService Corporation
-2.54%
-$88,806 
RAL Ralliant Corporation
-2.43%
-$200,046.64 
ICE Intercontinental Exchange, Inc.
-2.42%
-$3.1M 
KGC Kinross Gold Corporation
-2.2%
-$60,624.72 
AGI Alamos Gold Inc.
-2.01%
-$63,170.82 
EFX Equifax Inc.
-1.99%
-$62,520.12 
SYF Synchrony Financial
-1.79%
-$29,109.72 
UNH UnitedHealth Group Incorporated
-1.68%
-$359,425.17 
AON Aon plc
-1.64%
-$275,891.5 
CPRT Copart Inc.
-1.52%
-$88,842.15 
TJX The TJX Companies, Inc.
-1.21%
-$1.27M 
SHW The Sherwin-Williams Company
-1.16%
-$1.18M 
DE Deere & Company
-1.13%
-$1.63M 
TXN Texas Instruments Inc
-1.08%
-$1.51M 
LOW Lowe's Companies Inc.
-1.08%
-$129,489.99 
ALC Alcon Inc.
-0.96%
-$118,943.76 
HDB HDFC Bank Limited ADR
-0.87%
-$52,222.8 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$10,478.58 
CIGI Colliers International Group Inc.
-0.83%
-$4,432.2 
FTS Fortis Inc.
-0.82%
-$3,008.94 
MCO Moody's Corporation
-0.81%
-$1.45M 
GGG Graco Inc.
-0.76%
-$47,257.31 
CVS CVS Health Corporation
-0.75%
-$1.73M 
SPGI S&P Global Inc.
-0.74%
-$147,787.21 
MA Mastercard Incorporated
-0.74%
-$1.25M 
NTB The Bank of N.T. Butterfield & Son Limited
-0.71%
-$22,818.4 
MAR Marriott International Inc. - Class A
-0.71%
-$21,181.61 
EFA iShares MSCI EAFE ETF
-0.62%
-$17,569.2 
PM Philip Morris International Inc.
-0.61%
-$1.2M 
MSCI MSCI Inc.
-0.61%
-$628,428.5 
DHR Danaher Corporation
-0.61%
-$664,274.66 
ROST Ross Stores, Inc.
-0.59%
-$1.2M 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$49,337.88 
PEP PepsiCo, Inc.
-0.46%
-$34,201.6 
QSR Restaurant Brands International Inc.
-0.43%
-$1.07M 
CVE Cenovus Energy Inc.
-0.43%
-$514,720.96 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$765,694.48 
AXP American Express Company
-0.38%
-$7,978.08 
CL Colgate-Palmolive Company
-0.33%
-$21,973.8 
RY Royal Bank of Canada
-0.29%
-$426,298.17 
MTB M&T Bank Corporation
-0.29%
-$355,337.99 
RBA Rb Global Inc.
-0.24%
-$378,233.65 
FISV Fiserv, Inc.
-0.24%
-$130,436.8 
ELV Elevance Health, Inc.
-0.15%
-$203,558.6 
GIB CGI Inc.
-0.12%
-$5,850 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$1,329.03 
V Visa Inc. Class A
-0.04%
-$92,858.17 Events
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Dividends
Dividend Analysis
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| Trades 1386 | Longs Won 762/1386 54% | Profit Factor 2.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $24.26M |
| Average Win $5.66M | Best Trade (Jun 30) $779.61M | Sharpe Ratio -2.33 |
| Average Loss -$2.4M | Worst Trade (Mar 31) -$180.04M | Z-Score -10.08 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $2.03M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.41% |
| Consecutive Losing Trades | 3,155 | 2,839 | 2,524 | 2,208 | 1,893 | 1,577 | 1,262 | 946 | 631 | 315 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABT Abbott Laboratories | 40,000 | $4.11M | $4.23M | - | $121,200 | 2.95% | +0.085% |
| ADI Analog Devices, Inc. | 353,188 | $81.78M | $129.76M | - | $47.98M | 58.67% | +0.202% |
| AEM Agnico Eagle Mines Limited | 427,922 | $50.85M | $62.16M | - | $11.31M | 22.25% | -3.635% |
| AGI Alamos Gold Inc. | 110,826 | $2.45M | $3.08M | - | $634,745.13 | 25.91% | -2.007% |
| ALC Alcon Inc. | 177,528 | $17.24M | $12.24M | - | -$5M | -28.99% | -0.963% |
| ALLE Allegion plc | 4,404 | $635,983.44 | $693,189.56 | - | $57,206.12 | 8.99% | +0.216% |
| AMZN Amazon.com Inc | 269,200 | $62.62M | $73.11M | - | $10.49M | 16.75% | +15.321% |
| AON Aon plc | 45,829 | $16.77M | $16.52M | - | -$242,183.96 | -1.44% | -1.642% |
| ATS ATS | 83,024 | $3.15M | $3.48M | - | $328,790.82 | 10.45% | 0.0 |
| AXP American Express Company | 6,282 | $2M | $2.11M | - | $108,490.14 | 5.41% | -0.376% |
| AZO AutoZone Inc. | 41,081 | $131.54M | $123.91M | - | -$7.63M | -5.8% | +0.322% |
| BMO Bank of Montreal | 1,336 | $180,892.73 | $239,745.2 | - | $58,852.47 | 32.53% | +0.465% |
| BYDGF Boyd Group Services Inc. | 190,754 | $30.39M | $30.39M | - | - | - | 0.0 |
| CARR Carrier Global Corporation | 998,100 | $52.74M | $61.69M | - | $8.95M | 16.98% | +0.684% |
| CDNMF EGR Exploration Ltd. | 3.41M | $81,538.81 | $340,769 | - | $259,230.19 | 317.92% | 0.0 |
| CI The Cigna Group | 5,826 | $1.73M | $1.63M | - | -$103,288.02 | -5.97% | -2.993% |
| CIGI Colliers International Group Inc. | 5,340 | $805,544.26 | $526,257 | - | -$279,287.26 | -34.67% | -0.835% |
| CL Colgate-Palmolive Company | 73,246 | $6.78M | $6.69M | - | -$89,120.47 | -1.32% | -0.328% |
| CME CME Group Inc. | 490,242 | $115.71M | $131.28M | - | $15.58M | 13.46% | +0.213% |
| CNQ Canadian Natural Resources Limited | 2.44M | $75.82M | $116.21M | - | $40.39M | 53.26% | +0.846% |
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FAQ
Which stocks have generated the highest profits for Albert Luong?
The largest contributions to the portfolio's profits come from the following stocks: Royal Bank of Canada - $1.14B, Bank of Montreal - $222.17M, Agnico Eagle Mines Limited - $180.48M, American Express Company - $137.53M, and Wells Fargo & Company - $132.41M. 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: Diageo plc Sponsored ADR - $181.68M, Rogers Communications Inc - $141.4M, UnitedHealth Group Incorporated - $126.39M, Sun Life Financial Inc - $73.3M, and The Toronto-Dominion Bank - $73.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Albert Luong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.04B earned over time. The largest contributors to dividend income include Royal Bank of Canada - $320.48M, Bank of Montreal - $235.43M, The Toronto-Dominion Bank - $71.28M, Sun Life Financial Inc - $54.68M, and Philip Morris International Inc - $22.11M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Albert Luong's monthly returns?
Albert Luong'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 Albert Luong's strategy be considered aggressive or moderate?
Albert Luong'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 Albert Luong's strategy?
Albert Luong'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.
