Gregory Turcotte Portfolio
Invests via Alpha Financial Partners LLC | Managed by Gregory Turcotte
Invests via Alpha Financial Partners LLC
Managed by Gregory Turcotte
Automatically Tracked
Gregory Turcotte Profile
With a strong foundation in engineering and finance, Gregory Turcotte has cultivated a significant presence in the infrastructure investment sector. His career trajectory includes leading large-scale projects that bridge public-private partnerships, enhancing economic development across multiple regions. Leveraging extensive experience in managing complex investments, he excels at optimizing capital deployment while driving operational efficiencies. Additionally, his strategic oversight on board level positions reflects an acute understanding of governance within transformative business environments. Through these roles, he not only fosters collaborative stakeholder relationships but also champions sustainable growth initiatives that align with evolving market demands.
With a strong foundation in engineering and finance, Gregory Turcotte has cultivated a significant presence in the infrastructure investment sector. His career trajectory includes leading large-scale projects that bridge public-private partnerships, enhancing economic development across multiple regions. Leveraging extensive experience in managing complex investments, he excels at optimizing capital deployment while driving operational efficiencies. Additionally, his strategic oversight on board level positions reflects an acute understanding of governance within transformative business environments. Through these roles, he not only fosters collaborative stakeholder relationships but also champions sustainable growth initiatives that align with evolving market demands.
Investment Philosophy & Strategy
With a keen awareness of market dynamics, Gregory Turcotte approaches infrastructure investments through a lens of operational improvement. His engineering acumen combined with financial expertise allows for the meticulous evaluation of capital projects that promise long-term viability. By prioritizing transformative strategies within public-private partnerships, he seeks opportunities to enhance economic growth and efficiency across various regions. Collaborative stakeholder engagement is essential in his methodology, fostering innovation while ensuring alignment with sustainable development goals. As he navigates complex investment landscapes, the emphasis on governance excellence positions him to effectively adapt to evolving industry challenges.
With a keen awareness of market dynamics, Gregory Turcotte approaches infrastructure investments through a lens of operational improvement. His engineering acumen combined with financial expertise allows for the meticulous evaluation of capital projects that promise long-term viability. By prioritizing transformative strategies within public-private partnerships, he seeks opportunities to enhance economic growth and efficiency across various regions. Collaborative stakeholder engagement is essential in his methodology, fostering innovation while ensuring alignment with sustainable development goals. As he navigates complex investment landscapes, the emphasis on governance excellence positions him to effectively adapt to evolving industry challenges.
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:
47.15%
Gain -0.75%
Monthly
1.1%
Yearly
14.07%
Drawdown
15.18%
$189.68M
Equity
Holdings
$189.68M
Investment
$158.75M
$54.57M
Profit -$1.16M
Realized
$23.64M
Unrealized
$30.93M
Dividends
$9.28M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$1.16M
Win %
71%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.16M
Win %
71%
This Month
Compared to last month
Gain
-0.99%
Profit
-$1.9M
Win %
71%
This Year
Compared to last year
Gain
-0.38%
Profit
-$715,080.93
Win %
72%
GOOG Alphabet Inc
+3.02%
+$38,789.96 
GOOGL Alphabet Inc
+2.9%
+$18,599.76 
META Meta Platforms Inc Class A
+2.81%
+$16,156.68 
IBIT iShares Bitcoin Trust
+2.44%
+$21,280.16 
WMT Walmart Inc.
+2.39%
+$10,280.52 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$13,276.06 
MSFT Microsoft Corp.
+2.27%
+$34,540.52 
LLY Eli Lilly and Company
+2.09%
+$15,916.71 
ALL Allstate Corporation
+1.75%
+$3,876.18 
ABBV AbbVie Inc.
+1.73%
+$8,772.43 
COST Costco Wholesale Corporation
+1.64%
+$10,625.43 
ORLY O'Reilly Automotive Inc.
+1.59%
+$4,451.27 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+1.45%
+$7,918.46 
AMGN Amgen Inc.
+1.16%
+$2,770.08 
LOW Lowe's Companies Inc.
+1.06%
+$2,574.88 
KO The Coca-Cola Company
+1.06%
+$3,235.1 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$9,336.6 
V Visa Inc. Class A
+1.01%
+$2,438.47 
HD The Home Depot, Inc.
+0.97%
+$4,269.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$1,926.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$1,607.4 
ITW Illinois Tool Works Inc.
+0.58%
+$1,172.65 
MAGS Roundhill Magnificent Seven Fund
+0.56%
+$3,880.09 
PG Procter & Gamble Co
+0.53%
+$1,556.78 
AAPL Apple Inc.
+0.47%
+$12,242.96 
HDV iShares Core High Dividend ETF
+0.46%
+$1,856.92 
FDX FedEx Corporation
+0.16%
+$438.1 
NSC Norfolk Southern Corporation
+0.16%
+$402.48 
TJX The TJX Companies, Inc.
+0.16%
+$743.6 
UNP Union Pacific Corporation
+0.1%
+$261.91 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$252.98 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$563.55 
TIP iShares TIPS Bond ETF
+0.04%
+$228.1 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$151.19 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$60.94 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
VCEB Vanguard ESG U.S. Corporate Bond Fund
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$43,032.01 
ETN Eaton Corporation plc
-7.57%
-$42,420.57 
KLAC KLA Corporation
-6.58%
-$10,882.08 
LGN Legence Corp.
-6.15%
-$62,266.5 
FLEX Flex Ltd.
-5.84%
-$10,468.39 
BAC Bank of America Corporation
-5.24%
-$26,894.29 
INTC Intel Corporation
-5.24%
-$9,556.47 
AVGO Broadcom Inc.
-4.75%
-$29,257.18 
MU Micron Technology, Inc.
-4.75%
-$22,589.52 
PWR Quanta Services Inc.
-4.62%
-$135,066.91 
ORCL Oracle Corporation
-4.5%
-$10,872.62 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.33%
-$79,102.16 
CAT Caterpillar Inc.
-4.14%
-$6,710.22 
AMD Advanced Micro Devices, Inc.
-3.9%
-$11,448.28 
CMI Cummins Inc.
-2.88%
-$15,081.42 
NVDA NVIDIA Corporation
-2.85%
-$53,026.29 
CGXU Capital Group International Focus Equity ETF
-2.59%
-$27,826.06 
PCT PureCycle Technologies, Inc.
-2.52%
-$4,881.07 
IEMG iShares Core MSCI Emerging Markets ETF
-2.35%
-$13,595.52 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$4,691.54 
PAVE Global X U.S. Infrastructure Development ETF
-2.08%
-$10,554.75 
PSLV Sprott Physical Silver Trust
-2.08%
-$5,789.85 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$8,366.97 
GE General Electric Company
-1.94%
-$8,277.64 
TXN Texas Instruments Inc
-1.9%
-$4,342.64 
JPM JPMorgan Chase & Co.
-1.69%
-$74,431.4 
IFRA iShares U.S. Infrastructure
-1.68%
-$21,206.22 
SLV iShares Silver Trust
-1.65%
-$7,526.4 
RCL Royal Caribbean Group
-1.6%
-$2,737.72 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$5,350.87 
PHYS Sprott Physical Gold Trust
-1.45%
-$6,945.45 
TSLA Tesla, Inc.
-1.36%
-$9,179.59 
GLDM SPDR Gold MiniShares Trust
-1.32%
-$10,839.25 
IAU iShares Gold Trust
-1.27%
-$13,206.6 
VGT Vanguard Information Technology ETF
-1.24%
-$13,344.83 
AMZN Amazon.com Inc
-1.21%
-$12,643.08 
SPCX Space Exploration Technologies Corp. Class A
-1.18%
-$7,333.64 
IXUS iShares Core International Stock ETF
-1.17%
-$82,485.84 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.16%
-$4,825.84 
QCOM QUALCOMM Incorporated
-0.97%
-$2,138.16 
PFFD Global X U.S. Preferred ETF
-0.91%
-$12,454.03 
CVX Chevron Corporation
-0.88%
-$2,607.56 
XOM Exxon Mobil Corporation
-0.84%
-$6,622.11 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$60,730.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$43,905.75 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$2,120.58 
NEE NextEra Energy, Inc.
-0.72%
-$1,564.85 
IXC iShares Global Energy ETF
-0.67%
-$15,396 
PLD Prologis Inc.
-0.65%
-$1,404.49 
PFF iShares Preferred and Income Securities ETF
-0.65%
-$1,601.54 
IWY iShares Russell Top 200 Growth ETF
-0.65%
-$3,626 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$33,937.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$1,767.84 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$20,517.3 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.51%
-$33,776.25 
QQQI Neos NASDAQ-100 High Income ETF
-0.47%
-$4,442.1 
USRT iShares Core U.S. REIT ETF
-0.47%
-$9,168.9 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.46%
-$965.7 
VOO Vanguard S&P 500 ETF
-0.35%
-$9,106.89 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$16,665.6 
IVV iShares Core S&P 500 ETF
-0.34%
-$175,496.74 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$5,519.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$2,533.86 
CTAS Cintas Corporation
-0.28%
-$952.47 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$1,496.69 
SPYI NEOS S&P 500 High Income ETF
-0.23%
-$3,166.37 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.21%
-$591.12 
MMIT NYLI MacKay Muni Intermediate ETF
-0.19%
-$542.88 
GDEC FT VEST US Equity Moderate B Fund
-0.15%
-$398.04 
GJUL FT Vest US Equity Moderate Class B
-0.12%
-$591.46 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$2,159.16 
SHYM iShares High Yield Bond ETF
-0.12%
-$286.68 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$290.5 
ESGV Vanguard ESG U.S. Stock ETF
-0.08%
-$167.64 
MUB iShares National Muni Bond ETF
-0.05%
-$3,122.79 
GOCT FT Vest US Equity Moderate Fund
-0.05%
-$325.94 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$198.52 
PCAR PACCAR Inc.
-0.04%
-$86.66 
IWD iShares Russell 1000 Value ETF
-0.03%
-$92.64 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$71.11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$3,527.48 Events
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Dividends
Dividend Analysis
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| Trades 1282 | Longs Won 864/1282 67% | Profit Factor 7.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $397,613.96 |
| Average Win $72,645.16 | Best Trade (Aug 14) $11.52M | Sharpe Ratio -9.39 |
| Average Loss -$19,607.39 | Worst Trade (Dec 30) -$403,015.32 | Z-Score 0.32 (25.33%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $42,565.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,848 | $1.41M | $2.62M | - | $1.2M | 85.16% | +0.47% |
| ABBV AbbVie Inc. | 1,978 | $380,209.22 | $517,355.79 | - | $137,146.57 | 36.07% | +1.725% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,392 | $292,592.3 | $411,706.16 | - | $119,113.86 | 40.71% | -1.159% |
| AGG iShares Core U.S. Aggregate Bond ETF | 176,374 | $17.14M | $16.92M | - | -$210,355.86 | -1.23% | -0.021% |
| ALL Allstate Corporation | 874 | $168,498.57 | $225,618.73 | - | $57,120.16 | 33.9% | +1.748% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 225,175 | $6.24M | $6.63M | - | $389,611.47 | 6.24% | -0.507% |
| AMD Advanced Micro Devices, Inc. | 569 | $330,538 | $282,229.69 | - | -$48,308.31 | -14.62% | -3.898% |
| AMGN Amgen Inc. | 631 | $207,956.21 | $240,877.94 | - | $32,921.73 | 15.83% | +1.163% |
| AMZN Amazon.com Inc | 4,085 | $736,785.65 | $1.04M | - | $299,517.57 | 40.65% | -1.205% |
| AVEM Avantis Emerging Markets Equity ETF | 4,258 | $343,102 | $397,633.33 | - | $54,531.33 | 15.89% | -2.061% |
| AVGO Broadcom Inc. | 1,701 | $351,427.43 | $586,487.79 | - | $235,060.36 | 66.89% | -4.752% |
| BAC Bank of America Corporation | 8,187 | $360,326.09 | $486,348.73 | - | $126,022.64 | 34.97% | -5.24% |
| BRK-B Berkshire Hathaway Inc. | 1,755 | $720,240.06 | $905,035.95 | - | $184,795.89 | 25.66% | +1.042% |
| CAT Caterpillar Inc. | 198 | $210,566 | $155,366.64 | - | -$55,199.36 | -26.21% | -4.14% |
| CGXU Capital Group International Focus Equity ETF | 30,411 | $839,698.82 | $1.05M | - | $206,591.63 | 24.6% | -2.591% |
| CMI Cummins Inc. | 942 | $401,831.53 | $509,377.08 | - | $107,545.55 | 26.76% | -2.876% |
| COST Costco Wholesale Corporation | 716 | $655,240.01 | $658,440.76 | - | $3,200.75 | 0.49% | +1.64% |
| CTAS Cintas Corporation | 1,671 | $306,038.84 | $335,754.03 | - | $29,715.19 | 9.71% | -0.283% |
| CVX Chevron Corporation | 1,387 | $286,354.14 | $294,293.66 | - | $7,939.52 | 2.77% | -0.878% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 83,630 | $4.88M | $5.79M | - | $911,431.04 | 18.68% | -0.752% |
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FAQ
Which stocks have generated the highest profits for Gregory Turcotte?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $13.19M, Invesco QQQ Trust, Series 1 - $2.08M, iShares Core S&P Mid-Cap ETF - $1.46M, Pacer Lunt Large Cap Multi-Factor Alternator ETF - $1.38M, and iShares Core U.S. Aggregate Bond 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 MSCI EAFE Growth ETF - $364,715.5, iShares MSCI EAFE Value ETF - $330,379.99, SPDR S&P Regional Banking ETF - $286,421.95, iShares 20+ Year Treasury Bond ETF - $260,625.14, and iShares MSCI Emerging Markets ex China ETF - $206,346.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregory Turcotte's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.28M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.53M, iShares Core U.S. Aggregate Bond ETF - $1.5M, JPMorgan Equity Premium Income Fund - $515,457.5, iShares National Muni Bond ETF - $418,654.46, and iShares Core International Stock ETF - $333,238.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregory Turcotte's monthly returns?
Gregory Turcotte'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 Gregory Turcotte's strategy be considered aggressive or moderate?
Gregory Turcotte'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 Gregory Turcotte's strategy?
Gregory Turcotte's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
