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:
46.84%
Gain -0.2%
Monthly
1.15%
Yearly
14.8%
Drawdown
14.99%
$184.1M
Equity
Holdings
$184.1M
Investment
$154.04M
$55.2M
Profit -$310,110.45
Realized
$25.13M
Unrealized
$30.07M
Dividends
$8.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$310,110.45
Win %
75%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$661,561.73
Win %
75%
This Month
Compared to last month
Gain
-1.34%
Profit
-$2.5M
Win %
75%
This Year
Compared to last year
Gain
9.02%
Profit
$15.24M
Win %
75%
SLV iShares Silver Trust
+4.63%
+$16,803.2 
ORLY O'Reilly Automotive Inc.
+4.28%
+$11,609.34 
LGN Legence Corp.
+3.81%
+$46,362.27 
PCT PureCycle Technologies, Inc.
+3.78%
+$7,312.16 
TSLA Tesla, Inc.
+3.52%
+$22,732.9 
ORCL Oracle Corporation
+3.48%
+$6,447.35 
FDX FedEx Corporation
+3.37%
+$8,807.22 
IBIT iShares Bitcoin Trust
+2.52%
+$27,022.08 
IEMG iShares Core MSCI Emerging Markets ETF
+2.31%
+$6,261.78 
CMI Cummins Inc.
+2.21%
+$13,201.95 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$7,005.81 
AVEM Avantis Emerging Markets Equity ETF
+1.99%
+$7,579.24 
CGXU Capital Group International Focus Equity ETF
+1.93%
+$19,463.04 
VGT Vanguard Information Technology ETF
+1.77%
+$14,230.8 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+1.71%
+$10,143.89 
GLDM SPDR Gold MiniShares Trust
+1.65%
+$9,944.21 
IAU iShares Gold Trust
+1.51%
+$15,498.3 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.51%
+$5,946.3 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$81,214.1 
QQQI Neos NASDAQ-100 High Income ETF
+1.42%
+$8,934.31 
IXUS iShares Core International Stock ETF
+1.4%
+$93,276.3 
XOM Exxon Mobil Corporation
+1.4%
+$10,329.28 
AVGO Broadcom Inc.
+1.38%
+$10,381 
LLY Eli Lilly and Company
+1.36%
+$10,748.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$3,951.7 
IWY iShares Russell Top 200 Growth ETF
+1.28%
+$7,009.64 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.25%
+$20,617.2 
GEV GE Vernova Inc.
+1.23%
+$6,820.75 
PCAR PACCAR Inc.
+1.13%
+$2,703.4 
JPM JPMorgan Chase & Co.
+1.06%
+$44,463.6 
ETN Eaton Corporation plc
+1.05%
+$5,893.87 
ABBV AbbVie Inc.
+1.03%
+$4,650.5 
NVDA NVIDIA Corporation
+1.02%
+$15,870.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.9%
+$2,205.22 
BAC Bank of America Corporation
+0.89%
+$4,330.82 
GE General Electric Company
+0.87%
+$3,830.25 
AMGN Amgen Inc.
+0.86%
+$1,831.43 
PWR Quanta Services Inc.
+0.8%
+$22,574.64 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.78%
+$43,432.48 
PLD Prologis Inc.
+0.77%
+$1,943.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$5,021.2 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.67%
+$41,037.56 
IVV iShares Core S&P 500 ETF
+0.66%
+$340,682.16 
BX Blackstone Inc.
+0.66%
+$1,442.61 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$10,158.5 
IJR iShares Core S&P Small-Cap ETF
+0.64%
+$29,155.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.64%
+$35,120.96 
VOO Vanguard S&P 500 ETF
+0.62%
+$15,993.71 
SPYI NEOS S&P 500 High Income ETF
+0.59%
+$8,583.75 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$2,886.85 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.56%
+$1,472.54 
IXC iShares Global Energy ETF
+0.56%
+$11,225.4 
PAVE Global X U.S. Infrastructure Development ETF
+0.55%
+$2,861.51 
IJH iShares Core S&P Mid-Cap ETF
+0.52%
+$39,679.77 
USRT iShares Core U.S. REIT ETF
+0.47%
+$9,829.76 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$1,325.34 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.44%
+$1,182.24 
GDEC FT VEST US Equity Moderate B Fund
+0.35%
+$940.93 
IWR iShares Russell Mid-Cap ETF
+0.34%
+$2,063.86 
GJUL FT Vest US Equity Moderate Class B
+0.28%
+$1,295.16 
IVE ISHARES S&P 500 VALUE ETF
+0.26%
+$763.51 
GOCT FT Vest US Equity Moderate Fund
+0.25%
+$1,711.18 
MAGS Roundhill Magnificent Seven Fund
+0.24%
+$1,571.68 
CVX Chevron Corporation
+0.19%
+$496.4 
META Meta Platforms Inc Class A
+0.15%
+$667.86 
IFRA iShares U.S. Infrastructure
+0.12%
+$1,635.83 
PFF iShares Preferred and Income Securities ETF
+0.12%
+$1,545.63 
USMV iShares MSCI USA Min Vol Factor ETF
+0.1%
+$267 
IWD iShares Russell 1000 Value ETF
+0.1%
+$288.49 
NFLX Netflix, Inc.
+0.09%
+$171.36 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$305.43 
AAPL Apple Inc.
+0.02%
+$464.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$233.71 
TJX The TJX Companies, Inc.
-1.45%
-$8,416.24 
MCD McDonald's Corporation
-1.11%
-$2,423.52 
PG Procter & Gamble Co
-1.09%
-$3,041.58 
HD The Home Depot, Inc.
-1.05%
-$5,410.27 
WMT Walmart Inc.
-1.03%
-$4,453.68 
LOW Lowe's Companies Inc.
-0.99%
-$2,478.63 
AMZN Amazon.com Inc
-0.98%
-$9,518.03 
ALL Allstate Corporation
-0.84%
-$2,970.32 
MA Mastercard Incorporated
-0.75%
-$1,822.28 
COST Costco Wholesale Corporation
-0.73%
-$5,253.94 
GOOG Alphabet Inc
-0.72%
-$9,606.32 
GOOGL Alphabet Inc
-0.72%
-$4,210.9 
CTAS Cintas Corporation
-0.71%
-$2,380.95 
UNP Union Pacific Corporation
-0.41%
-$1,148.02 
MSFT Microsoft Corp.
-0.35%
-$4,518.47 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$2,401 
KO The Coca-Cola Company
-0.28%
-$731.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$784.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$31,440.6 
HDV iShares Core High Dividend ETF
-0.12%
-$478.45 
MUB iShares National Muni Bond ETF
-0.1%
-$6,137.34 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$602.4 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$441.81 
TIP iShares TIPS Bond ETF
-0.08%
-$448.75 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$196.35 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$133.14 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$1,110 
NSC Norfolk Southern Corporation
-0.02%
-$59.76 
SHYM iShares High Yield Bond ETF
-0.02%
-$56.76 
NEE NextEra Energy, Inc.
-0.01%
-$26.6 Events
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Dividends
Dividend Analysis
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| Trades 1173 | Longs Won 757/1173 64% | Profit Factor 17.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,204.49 |
| Average Win $77,289.17 | Best Trade (Jul 21) $9.97M | Sharpe Ratio -9.15 |
| Average Loss -$7,961 | Worst Trade (Jun 29) -$302,883.2 | Z-Score -5.13 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 3d | Expectancy $47,055.52 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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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 - $12.88M, Invesco QQQ Trust, Series 1 - $2.07M, iShares Core S&P Mid-Cap ETF - $1.41M, Pacer Lunt Large Cap Multi-Factor Alternator ETF - $1.35M, and iShares Core U.S. Aggregate Bond ETF - $1.23M. 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: SPDR S&P Regional Banking ETF - $286,421.95, Pfizer Inc - $107,873.51, ProShares VIX Short-Term Futures ETF - $80,851, NextEra Energy, Inc - $70,453.22, and Energy Select Sector SPDR Fund - $60,018.89. 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 $8.96M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.52M, iShares Core U.S. Aggregate Bond ETF - $1.38M, JPMorgan Equity Premium Income Fund - $514,126.29, iShares National Muni Bond ETF - $385,649.33, 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.
