DCM
Douglas C. McCoy Portfolio
Invests via Montchanin Asset Management LLC | Managed by Douglas C. McCoy, Douglas C. McCoy Jr.
Invests via Montchanin Asset Management LLC
Managed by Douglas C. McCoy, Douglas C. McCoy Jr.
Automatically Tracked
Douglas C. McCoy Profile
Douglas C. McCoy has cultivated a prominent reputation as an investor-operator, integrating deep operational insights with strategic capital deployment. His extensive background includes leadership roles in high-growth environments, where he has successfully guided companies through pivotal expansion phases. With substantial experience in identifying emerging market trends and translating them into actionable business strategies, McCoy plays a critical role in shaping industry narratives. His unique blend of entrepreneurial drive and operational expertise positions him effectively to influence growth trajectories and enhance organizational performance across various sectors.
Douglas C. McCoy has cultivated a prominent reputation as an investor-operator, integrating deep operational insights with strategic capital deployment. His extensive background includes leadership roles in high-growth environments, where he has successfully guided companies through pivotal expansion phases. With substantial experience in identifying emerging market trends and translating them into actionable business strategies, McCoy plays a critical role in shaping industry narratives. His unique blend of entrepreneurial drive and operational expertise positions him effectively to influence growth trajectories and enhance organizational performance across various sectors.
Investment Philosophy & Strategy
Growth prospects within dynamic markets are where Douglas C. McCoy thrives. By leveraging his operational acumen, he identifies lucrative opportunities that align with emerging trends while facilitating strategic execution. This investor-operator recognizes the importance of innovation and agility in today’s competitive landscape, ensuring organizations remain at the forefront of their industries. With a keen focus on nurturing scalable business models, McCoy's investment philosophy emphasizes substantial engagement with portfolio companies to unlock value through operational enhancements and market share expansion.
Growth prospects within dynamic markets are where Douglas C. McCoy thrives. By leveraging his operational acumen, he identifies lucrative opportunities that align with emerging trends while facilitating strategic execution. This investor-operator recognizes the importance of innovation and agility in today’s competitive landscape, ensuring organizations remain at the forefront of their industries. With a keen focus on nurturing scalable business models, McCoy's investment philosophy emphasizes substantial engagement with portfolio companies to unlock value through operational enhancements and market share expansion.
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:
51.16%
Gain -0.11%
Monthly
1.22%
Yearly
15.63%
Drawdown
18.87%
$98.18M
Equity
Holdings
$98.18M
Investment
$64.67M
$55.33M
Profit -$161,465.11
Realized
$16.82M
Unrealized
$38.51M
Dividends
$9.31M
Goals
Avg. 24.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$161,465.11
Win %
75%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.02M
Win %
75%
This Month
Compared to last month
Gain
1.73%
Profit
$1.67M
Win %
75%
This Year
Compared to last year
Gain
-10.2%
Profit
-$11.74M
Win %
72%
AVGO
+118.87%
+$1,341.47 
AMZN Amazon.com Inc
+3.9%
+$50,268.06 
NVDA NVIDIA Corporation
+2.65%
+$42,875.77 
ECO Okeanis Eco Tankers Corp.
+2.64%
+$8,277.5 
VG Venture Global Inc.
+1.46%
+$6,125.6 
GE General Electric Company
+1.26%
+$3,087 
BAC Bank of America Corporation
+1.08%
+$3,366 
COP ConocoPhillips
+0.82%
+$7,987.97 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$178.56 
TMO Thermo Fisher Scientific Inc.
+0.05%
+$418.78 
EQT EQT Corporation
+0.03%
+$60.75 
CVX Chevron Corporation
+0.02%
+$272.22 
589331105
0%
$0 
681936BH2
0%
$0 
74743LAA8
0%
$0 
ABBV AbbVie Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BTI British American Tobacco p.l.c. ADR
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CLS Celestica Inc.
0%
+$0.01 
CTAS Cintas Corporation
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
-$0.03 
LIN Linde plc
0%
$0 
LNG Cheniere Energy Inc.
0%
+$0.23 
MSFT Microsoft Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
+$0.02 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
POWL Powell Industries Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QLD ProShares Ultra QQQ
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TTMI TTM Technologies, Inc.
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.06 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XYLD Global X S&P 500 Covered Call ETF
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 415 | Longs Won 266/415 64% | Profit Factor 11.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $662,510.84 |
| Average Win $228,339.4 | Best Trade (Jul 31) $10.34M | Sharpe Ratio -8.64 |
| Average Loss -$36,323.87 | Worst Trade (Mar 30) -$851,768.28 | Z-Score 0.48 (36.87%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $133,315.72 |
| 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% | 0.19% |
| Consecutive Losing Trades | 2,703 | 2,432 | 2,162 | 1,892 | 1,622 | 1,351 | 1,081 | 811 | 541 | 270 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Douglas C. McCoy?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $4.7M, Kinder Morgan, Inc - $3.35M, Alphabet Inc - $3.16M, JPMorgan Chase & Co - $1.79M, and Enterprise Products Partners L.P - $1.7M. 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: ProShares UltraPro Short S&P 500 Fund - $657,374.94, Devon Energy Corporation - $556,797, Boeing Company - $368,128.5, Adobe Inc - $321,867.97, and Dow Inc - $130,651.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Douglas C. McCoy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.31M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $1.4M, Kinder Morgan, Inc - $1.36M, Enterprise Products Partners L.P - $1.03M, JPMorgan Chase & Co - $541,759.9, and Global X S&P 500 Covered Call ETF - $459,750.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Douglas C. McCoy's monthly returns?
Douglas C. McCoy'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 Douglas C. McCoy's strategy be considered aggressive or moderate?
Douglas C. McCoy'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 Douglas C. McCoy's strategy?
Douglas C. McCoy'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.
