GT
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:
36.19%
Gain +1.01%
Monthly
0.94%
Yearly
11.87%
Drawdown
14.73%
$187.81M
Equity
Holdings
$187.81M
Investment
$154.04M
$58.9M
Profit +$2.04M
Realized
$25.13M
Unrealized
$33.77M
Dividends
$8.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$2.04M
Win %
80%
This Week
Compared To Last Week
Gain
1.1%
Profit
$2.03M
Win %
80%
This Month
Compared to last month
Gain
-0.06%
Profit
-$117,658.17
Win %
80%
This Year
Compared to last year
Gain
6.31%
Profit
$11.72M
Win %
80%
ORCL Oracle Corporation
+5.62%
+$15,778.84 
META Meta Platforms Inc Class A
+5.09%
+$20,295.75 
IBIT iShares Bitcoin Trust
+4.73%
+$49,540.48 
ETN Eaton Corporation plc
+4.37%
+$23,882.4 
SLV iShares Silver Trust
+4.19%
+$18,298.4 
XLK State Street Technology Select Sector SPDR ETF
+3.53%
+$12,355.4 
IAU iShares Gold Trust
+3.42%
+$36,843.81 
GLDM SPDR Gold MiniShares Trust
+3.42%
+$21,596.4 
GEV GE Vernova Inc.
+3.29%
+$15,888.62 
AMZN Amazon.com Inc
+3.2%
+$29,562.12 
BX Blackstone Inc.
+3.19%
+$6,981.52 
VGT Vanguard Information Technology ETF
+3.17%
+$26,196 
GOOGL Alphabet Inc
+3.13%
+$18,844.37 
GOOG Alphabet Inc
+2.96%
+$40,165.22 
QQQ Invesco QQQ Trust, Series 1
+2.96%
+$171,897.28 
GE General Electric Company
+2.93%
+$12,720.02 
CMI Cummins Inc.
+2.91%
+$17,932.26 
NVDA NVIDIA Corporation
+2.88%
+$45,350.31 
AVEM Avantis Emerging Markets Equity ETF
+2.85%
+$11,624.34 
MAGS Roundhill Magnificent Seven Fund
+2.63%
+$16,797.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.63%
+$6,434.18 
AVGO Broadcom Inc.
+2.62%
+$19,810.17 
QQQI Neos NASDAQ-100 High Income ETF
+2.59%
+$16,882.37 
CGXU Capital Group International Focus Equity ETF
+2.38%
+$25,241.13 
IWY iShares Russell Top 200 Growth ETF
+2.21%
+$12,345.19 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+2.18%
+$13,451.49 
PCAR PACCAR Inc.
+2.15%
+$4,923.47 
IEMG iShares Core MSCI Emerging Markets ETF
+2.13%
+$6,174.08 
MSFT Microsoft Corp.
+2%
+$24,883.24 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.9%
+$105,657.86 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.88%
+$33,043.4 
PWR Quanta Services Inc.
+1.86%
+$59,151.84 
AAPL Apple Inc.
+1.82%
+$41,097.83 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.8%
+$98,150.54 
VOO Vanguard S&P 500 ETF
+1.78%
+$46,005.89 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$27,747.61 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.74%
+$12,996.06 
HD The Home Depot, Inc.
+1.71%
+$8,707.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.55%
+$4,870.7 
SPYI NEOS S&P 500 High Income ETF
+1.54%
+$22,345 
IVV iShares Core S&P 500 ETF
+1.53%
+$784,120.68 
NFLX Netflix, Inc.
+1.12%
+$2,576.4 
FDX FedEx Corporation
+1.11%
+$3,198.75 
QUAL iShares MSCI USA Quality Factor ETF
+1.09%
+$5,481.5 
LOW Lowe's Companies Inc.
+1.07%
+$2,881.56 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$5,300.83 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$8,129.1 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.93%
+$57,705.12 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.9%
+$2,397.48 
IWR iShares Russell Mid-Cap ETF
+0.9%
+$5,438.55 
LGN Legence Corp.
+0.9%
+$13,756.82 
TSLA Tesla, Inc.
+0.89%
+$6,315.81 
IWD iShares Russell 1000 Value ETF
+0.87%
+$2,434.94 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.75%
+$2,011.78 
GOCT FT Vest US Equity Moderate Fund
+0.7%
+$4,740.8 
GDEC FT VEST US Equity Moderate B Fund
+0.67%
+$1,760.92 
AMGN Amgen Inc.
+0.53%
+$1,112.37 
MCD McDonald's Corporation
+0.53%
+$1,232.16 
IJH iShares Core S&P Mid-Cap ETF
+0.49%
+$38,153.62 
PFF iShares Preferred and Income Securities ETF
+0.45%
+$6,186.96 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.45%
+$1,813.22 
VYM Vanguard High Dividend Yield ETF
+0.34%
+$967.14 
GJUL FT Vest US Equity Moderate Class B
+0.31%
+$1,457.06 
LLY Eli Lilly and Company
+0.3%
+$2,349.54 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$707.55 
IVE ISHARES S&P 500 VALUE ETF
+0.27%
+$788.75 
BAC Bank of America Corporation
+0.25%
+$1,133.3 
IXUS iShares Core International Stock ETF
+0.25%
+$17,220.24 
IFRA iShares U.S. Infrastructure
+0.24%
+$3,271.65 
MA Mastercard Incorporated
+0.24%
+$522.87 
PLD Prologis Inc.
+0.23%
+$579.7 
JMUB JPMorgan Municipal Bond ETF
+0.22%
+$617.1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.18%
+$3,515 
ALL Allstate Corporation
+0.17%
+$527.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$676.37 
MUB iShares National Muni Bond ETF
+0.15%
+$9,206.01 
IJR iShares Core S&P Small-Cap ETF
+0.15%
+$6,583.5 
MMIT NYLI MacKay Muni Intermediate ETF
+0.14%
+$310.66 
AGG iShares Core U.S. Aggregate Bond ETF
+0.14%
+$23,580.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.12%
+$783.12 
JPM JPMorgan Chase & Co.
+0.11%
+$4,446.24 
PG Procter & Gamble Co
+0.09%
+$242.58 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$392.72 
SHYM iShares High Yield Bond ETF
+0.07%
+$170.28 
TIP iShares TIPS Bond ETF
+0.05%
+$274.23 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$350.56 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$101.81 
IXC iShares Global Energy ETF
-4.54%
-$92,048.28 
XOM Exxon Mobil Corporation
-4.15%
-$30,292.57 
CVX Chevron Corporation
-3.68%
-$9,363.6 
ABBV AbbVie Inc.
-2.55%
-$10,312.75 
KO The Coca-Cola Company
-2.24%
-$5,883 
UNP Union Pacific Corporation
-1.87%
-$4,808.51 
HDV iShares Core High Dividend ETF
-1.45%
-$5,536.35 
PCT PureCycle Technologies Inc.
-1.41%
-$3,974 
NSC Norfolk Southern Corporation
-1.33%
-$3,122.46 
TJX The TJX Companies, Inc.
-1.3%
-$8,155.56 
CTAS Cintas Corporation
-1.19%
-$3,479.85 
USRT iShares Core U.S. REIT ETF
-0.84%
-$17,355.67 
WMT Walmart Inc.
-0.67%
-$3,123.36 
ORLY O'Reilly Automotive Inc.
-0.43%
-$1,250.73 
COST Costco Wholesale Corporation
-0.37%
-$2,811.05 
NEE NextEra Energy, Inc.
-0.06%
-$146.3 Events
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Dividends
Dividend Analysis
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| Trades 1173 | Longs Won 775/1173 66% | Profit Factor 20.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $412,732.69 |
| Average Win $79,825.9 | Best Trade (Jun 15) $10.36M | Sharpe Ratio -9.29 |
| Average Loss -$7,449.01 | Worst Trade (Jun 29) -$302,883.2 | Z-Score 0.82 (58.77%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $50,213.45 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
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Returns
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