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:
32.24%
Gain +2.17%
Monthly
0.82%
Yearly
10.29%
Drawdown
10.61%
$7.39B
Equity
Holdings
$7.39B
Investment
$6.45B
$2.57B
Profit +$134.47M
Realized
$1.63B
Unrealized
$943.52M
Dividends
$1.03B
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.17%
Profit
$134.47M
Win %
60%
This Week
Compared To Last Week
Gain
0.63%
Profit
$46.28M
Win %
60%
This Month
Compared to last month
Gain
2.79%
Profit
$200.58M
Win %
60%
This Year
Compared to last year
Gain
2.69%
Profit
$193.5M
Win %
55%
ELV Elevance Health, Inc.
+3.03%
+$4.11M 
TAC TransAlta Corporation
+2.71%
+$198,000 
CRM Salesforce Inc
+2.39%
+$132,437.5 
PPHC Public Policy Holding Company, Inc.
+2.2%
+$198,457.74 
MSFT Microsoft Corp.
+2.09%
+$3.83M 
NOC Northrop Grumman Corporation
+2.02%
+$567,437.74 
CVE Cenovus Energy Inc.
+1.91%
+$2.12M 
EFX Equifax Inc.
+1.69%
+$53,257.88 
ICE Intercontinental Exchange, Inc.
+1.62%
+$1.86M 
GOOGL Alphabet Inc
+1.5%
+$3.76M 
ABT Abbott Laboratories
+1.43%
+$57,600 
FISV Fiserv, Inc.
+1.4%
+$712,385.6 
IGV iShares Expanded Tech-Software Sector ETF
+1.37%
+$952.5 
HAL Halliburton Company
+1.36%
+$2.78M 
TXN Texas Instruments Inc
+1.23%
+$1.74M 
AMZN Amazon.com Inc
+1.23%
+$815,676 
V Visa Inc. Class A
+0.96%
+$2.28M 
ROST Ross Stores, Inc.
+0.91%
+$1.69M 
CI The Cigna Group
+0.86%
+$14,157.18 
ALLE Allegion plc
+0.78%
+$4,712.28 
TDW Tidewater Inc.
+0.69%
+$109,437.12 
KGC Kinross Gold Corporation
+0.6%
+$15,739.11 
TJX The TJX Companies, Inc.
+0.6%
+$608,221.03 
GIB CGI Inc.
+0.56%
+$24,700 
LMT Lockheed Martin Corporation
+0.55%
+$729,539.54 
ROP Roper Technologies Inc.
+0.53%
+$16,937.35 
CME CME Group Inc.
+0.49%
+$585,837.72 
HLT Hilton Worldwide Holdings Inc.
+0.47%
+$48,209.26 
DSGX The Descartes Systems Group Inc.
+0.45%
+$16,048.56 
MA Mastercard Incorporated
+0.43%
+$693,258.25 
OTIS Otis Worldwide Corporation
+0.41%
+$913,342.8 
SLM SLM Corporation
+0.33%
+$2,888.96 
SYF Synchrony Financial
+0.33%
+$5,062.56 
ADI Analog Devices, Inc.
+0.31%
+$409,701.61 
AGI Alamos Gold Inc.
+0.25%
+$7,757.82 
CNQ Canadian Natural Resources Limited
+0.2%
+$219,361.05 
RAL Ralliant Corporation
+0.2%
+$17,181.92 
AEM Agnico Eagle Mines Limited
+0.19%
+$111,259.72 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$17,035.14 
CVS CVS Health Corporation
+0.1%
+$230,352.46 
RRC Range Resources Corporation
+0.08%
+$99,416.73 
GDXJ VanEck Junior Gold Miners ETF
+0.03%
+$1,413 
HP Helmerich & Payne Inc.
+0.01%
+$4,105.81 
ATS
0%
$0 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRT Copart Inc.
0%
$0 
D66992104
0%
$0 
G42089113
0%
$0 
G4804L163
0%
$0 
G92087165
0%
$0 
G93824103
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HDB HDFC Bank Limited ADR
-10.18%
-$667,705.8 
MTD Mettler-Toledo International Inc.
-2.61%
-$1.72M 
CIGI Colliers International Group Inc.
-2.3%
-$12,522.3 
WFRD Weatherford International plc
-2.24%
-$1.23M 
TD The Toronto-Dominion Bank
-2.19%
-$26,898.52 
EMR Emerson Electric Co.
-2.06%
-$2.09M 
LOW Lowe's Companies Inc.
-1.98%
-$235,591.72 
RY Royal Bank of Canada
-1.98%
-$2.98M 
CP Canadian Pacific Kansas City Limited
-1.88%
-$3.92M 
BMO Bank of Montreal
-1.77%
-$4,295.24 
CL Colgate-Palmolive Company
-1.71%
-$116,461.14 
DE Deere & Company
-1.7%
-$2.44M 
CARR Carrier Global Corporation
-1.7%
-$1.16M 
PEP PepsiCo, Inc.
-1.68%
-$122,912 
SHW The Sherwin-Williams Company
-1.5%
-$1.47M 
AZO AutoZone Inc.
-1.5%
-$1.88M 
KLAC KLA Corporation
-1.45%
-$225,570 
JNJ Johnson & Johnson
-1.39%
-$2.52M 
GGG Graco Inc.
-1.3%
-$75,146.87 
SLF Sun Life Financial Inc.
-1.28%
-$4,807.95 
SUNB Sunbelt Rentals Holdings, Inc.
-1.09%
-$13,742.4 
WFC Wells Fargo & Company
-1.03%
-$1.42M 
QSR Restaurant Brands International Inc.
-0.97%
-$2.45M 
EQT EQT Corporation
-0.96%
-$1.91M 
AON Aon plc
-0.95%
-$160,630.64 
MCO Moody's Corporation
-0.91%
-$1.74M 
STN Stantec Inc.
-0.79%
-$19,137.8 
FTS Fortis Inc.
-0.77%
-$2,912.91 
TMO Thermo Fisher Scientific Inc.
-0.74%
-$1.22M 
EXE Expand Energy Corporation
-0.73%
-$163,130.88 
DHR Danaher Corporation
-0.69%
-$781,499.6 
RBA Rb Global Inc.
-0.69%
-$1.07M 
RIG Transocean Ltd.
-0.68%
-$303,891 
FSV FirstService Corporation
-0.57%
-$20,512.2 
NTB The Bank of N.T. Butterfield & Son Limited
-0.57%
-$18,151 
TECK Teck Resources Ltd.
-0.56%
-$524,983.62 
AXP American Express Company
-0.53%
-$11,810.22 
FEZ SPDR Euro Stoxx 50 ETF
-0.48%
-$6,760 
EFA iShares MSCI EAFE ETF
-0.47%
-$12,777.6 
SLB Schlumberger Limited
-0.44%
-$1.58M 
EFXT Enerflex Ltd.
-0.43%
-$470,187.1 
UNH UnitedHealth Group Incorporated
-0.41%
-$89,220.49 
MSCI MSCI Inc.
-0.41%
-$457,853.25 
WPM Wheaton Precious Metals Corp.
-0.39%
-$242,538.3 
WCN Waste Connections Inc.
-0.34%
-$7,080 
ZTS Zoetis Inc.
-0.34%
-$1,983.8 
VRSN Verisign Inc.
-0.27%
-$14,713.97 
SPGI S&P Global Inc.
-0.25%
-$54,397.07 
WTW Willis Towers Watson Public Limited Company
-0.23%
-$6,850.75 
MTB M&T Bank Corporation
-0.21%
-$267,750.91 
PM Philip Morris International Inc.
-0.15%
-$294,685.82 
CTVA Corteva Inc.
-0.14%
-$224,067.72 
LIN Linde plc
-0.13%
-$16,447.5 
ALC Alcon Inc.
-0.13%
-$15,977.52 
OR OR ROYALTIES INC COMMON STOCK
-0.09%
-$1,993.3 
MAR Marriott International Inc. - Class A
-0.06%
-$1,598.52 Events
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Dividends
Dividend Analysis
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| Trades 1386 | Longs Won 716/1386 51% | Profit Factor 2.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $24.17M |
| Average Win $5.71M | Best Trade (Jun 30) $779.61M | Sharpe Ratio -2.33 |
| Average Loss -$2.27M | Worst Trade (Mar 31) -$180.04M | Z-Score -5.42 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $1.85M |
| 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% | 0.72% |
| Consecutive Losing Trades | 3,257 | 2,932 | 2,606 | 2,280 | 1,954 | 1,629 | 1,303 | 977 | 651 | 326 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $137.52M, and Wells Fargo & Company - $131.62M. 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 - $181.24M, Rogers Communications Inc - $141.32M, UnitedHealth Group Incorporated - $126.39M, Sun Life Financial Inc - $73.3M, and The Toronto-Dominion Bank - $73.04M. 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 $1.03B earned over time. The largest contributors to dividend income include Royal Bank of Canada - $319.61M, Bank of Montreal - $235.42M, The Toronto-Dominion Bank - $71.27M, Sun Life Financial Inc - $54.68M, and Philip Morris International Inc - $24.37M. 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.
