AL
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:
36.42%
Gain +0.7%
Monthly
0.87%
Yearly
10.9%
Drawdown
14.97%
$7.66B
Equity
Holdings
$7.66B
Investment
$6.55B
$2.95B
Profit +$58.28M
Realized
$1.85B
Unrealized
$1.1B
Dividends
$1B
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$58.28M
Win %
52%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$40.93M
Win %
52%
This Month
Compared to last month
Gain
-0.67%
Profit
-$51.43M
Win %
52%
This Year
Compared to last year
Gain
-0.33%
Profit
-$8.79M
Win %
53%
KLAC KLA Corporation
+5.55%
+$6.05M 
TDW Tidewater Inc.
+3.64%
+$741,960 
OR OR ROYALTIES INC COMMON STOCK
+3.36%
+$57,829.2 
GDXJ VanEck Junior Gold Miners ETF
+3.19%
+$185,298 
NTR Nutrien Ltd.
+3.17%
+$2.75M 
AEM Agnico Eagle Mines Limited
+3.16%
+$1.78M 
WPM Wheaton Precious Metals Corp.
+3.06%
+$1.57M 
KGC Kinross Gold Corporation
+2.82%
+$96,730.2 
CME CME Group Inc.
+2.8%
+$3.65M 
EFX Equifax Inc.
+2.54%
+$72,316.72 
AXP American Express Company
+2.18%
+$114,675.16 
PM Philip Morris International Inc.
+2.04%
+$3.64M 
AGI Alamos Gold Inc.
+1.97%
+$78,733.12 
EXE Expand Energy Corporation
+1.95%
+$1.86M 
FDS FactSet Research Systems Inc.
+1.93%
+$91,011.55 
TECK Teck Resources Ltd.
+1.91%
+$2.04M 
MTB M&T Bank Corporation
+1.76%
+$1.98M 
WFC Wells Fargo & Company
+1.64%
+$1.85M 
LIN Linde plc
+1.58%
+$211,688.94 
DE Deere & Company
+1.55%
+$1.58M 
HDB HDFC Bank Limited ADR
+1.53%
+$125,224.2 
RRC Range Resources Corporation
+1.53%
+$1.33M 
COF Capital One Financial Corporation
+1.47%
+$9,988.36 
CVS CVS Health Corporation
+1.46%
+$3.19M 
SYF Synchrony Financial
+1.43%
+$21,832.29 
MAR Marriott International Inc. - Class A
+1.42%
+$573,994.8 
RBA Rb Global Inc.
+1.4%
+$2.03M 
FISV Fiserv, Inc.
+1.39%
+$349,455.27 
MCO Moody's Corporation
+1.37%
+$2.37M 
SPGI S&P Global Inc.
+1.36%
+$296,528.64 
TXN Texas Instruments Inc
+1.35%
+$1.99M 
ADI Analog Devices, Inc.
+1.35%
+$1.95M 
FSV FirstService Corporation
+1.34%
+$47,422.1 
QSR Restaurant Brands International Inc.
+1.33%
+$3.28M 
NTB The Bank of N.T. Butterfield & Son Limited
+1.26%
+$43,340.01 
SUNB Sunbelt Rentals Holdings, Inc.
+1.23%
+$1.13M 
HLT Hilton Worldwide Holdings Inc.
+1.21%
+$154,160.51 
CI The Cigna Group
+1.12%
+$21,366.05 
ICE Intercontinental Exchange, Inc.
+1.11%
+$710,679.2 
AZO AutoZone Inc.
+1.08%
+$1.48M 
JNJ Johnson & Johnson
+1.07%
+$1.82M 
BMO Bank of Montreal
+1.03%
+$2,487.45 
SLF Sun Life Financial Inc.
+1.03%
+$3,882.61 
V Visa Inc. Class A
+1.03%
+$2.24M 
OTIS Otis Worldwide Corporation
+0.89%
+$1.53M 
CP Canadian Pacific Kansas City Limited
+0.87%
+$1.58M 
FTS Fortis Inc.
+0.87%
+$3,390.31 
MSCI MSCI Inc.
+0.79%
+$867,405.94 
RAL Ralliant Corporation
+0.73%
+$56,938.56 
UNH UnitedHealth Group Incorporated
+0.71%
+$131,546.36 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$25,973.44 
MA Mastercard Incorporated
+0.7%
+$1.03M 
ROP Roper Technologies Inc.
+0.68%
+$21,960.42 
EMR Emerson Electric Co.
+0.64%
+$223,336.75 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2.33M 
GGG Graco Inc.
+0.62%
+$203,216.04 
CNI Canadian National Railway Company
+0.61%
+$2.47M 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$27,727.58 
GOOGL Alphabet Inc
+0.56%
+$1.71M 
ALC Alcon Inc.
+0.53%
+$81,279.8 
ROST Ross Stores, Inc.
+0.43%
+$809,789.22 
WCN Waste Connections Inc.
+0.41%
+$7,560 
PEP PepsiCo, Inc.
+0.4%
+$37,955.2 
STN Stantec Inc.
+0.35%
+$15,789 
SLB Schlumberger Limited
+0.31%
+$742,283.85 
CIGI Colliers International Group Inc.
+0.29%
+$3,787.56 
WFRD Weatherford International plc
+0.28%
+$148,176 
CARR Carrier Global Corporation
+0.24%
+$183,625.5 
HP Helmerich & Payne Inc.
+0.23%
+$82,755 
ALLE Allegion plc
+0.19%
+$935.22 
SHW The Sherwin-Williams Company
+0.13%
+$134,155.14 
RY Royal Bank of Canada
+0.12%
+$173,392.75 
VRSN Verisign Inc.
+0.11%
+$6,184 
MSFT Microsoft Corp.
+0.1%
+$205,332.4 
RIG Transocean Ltd.
+0.08%
+$17,857 
CL Colgate-Palmolive Company
+0.07%
+$4,754.76 
TJX The TJX Companies, Inc.
+0.05%
+$57,481.36 
GRTUF Granite Real Estate Investment Trust
+0.04%
+$1,821.87 
AON Aon plc
0%
+$220.76 
ANTM Anthem Inc
0%
$0 
ATS
0%
$0 
BAM
0%
$0 
BYDGF Boyd Group Services Inc.
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
D66992104
0%
$0 
ENRFF Enerflex, Ltd.
0%
$0 
EQT
0%
$0 
G42089113
0%
$0 
G4804L163
0%
$0 
G92087165
0%
$0 
G93824103
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ADBE Adobe Inc.
-6.71%
-$117,520 
NKE Nike, Inc. - Class B
-2.32%
-$97,894.8 
ZTS Zoetis Inc.
-2.25%
-$20,794.29 
ABT Abbott Laboratories
-1.68%
-$60,400 
LMT Lockheed Martin Corporation
-1.53%
-$2.17M 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$1.01M 
AMZN Amazon.com Inc
-1.23%
-$268,768 
MTD Mettler-Toledo International Inc.
-1.04%
-$616,705.6 
CPRT Copart Inc.
-1%
-$74,656.37 
DSGX The Descartes Systems Group Inc.
-0.79%
-$37,680.28 
CVE Cenovus Energy Inc.
-0.77%
-$926,459.82 
HAL Halliburton Company
-0.43%
-$691,182.09 
NOC Northrop Grumman Corporation
-0.4%
-$116,843.07 
GIB CGI Inc.
-0.36%
-$15,600 
CNQ Canadian Natural Resources Limited
-0.28%
-$429,188.37 
CRM Salesforce Inc
-0.22%
-$11,700 
MDT Medtronic plc
-0.21%
-$126,350.12 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$120 
LOW Lowe's Companies Inc.
-0.1%
-$9,742.48 
PPHC Public Policy Holding Company, Inc.
-0.1%
-$10,191.18 Events
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Dividends
Dividend Analysis
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| Trades 1283 | Longs Won 658/1283 51% | Profit Factor 2.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $25.75M |
| Average Win $6.85M | Best Trade (Jun 30) $779.61M | Sharpe Ratio -2.16 |
| Average Loss -$2.49M | Worst Trade (Mar 31) -$180.04M | Z-Score -7.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $2.3M |
| 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% | 0.38% |
| Consecutive Losing Trades | 3,077 | 2,769 | 2,462 | 2,154 | 1,846 | 1,538 | 1,231 | 923 | 615 | 308 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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