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:
61.22%
Gain +0.08%
Monthly
1.26%
Yearly
16.17%
Drawdown
18.91%
$102.25M
Equity
Holdings
$102.25M
Investment
$59.67M
$59.32M
Profit +$137,340.61
Realized
$16.74M
Unrealized
$42.58M
Dividends
$9.52M
Goals
Avg. 34% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$137,340.61
Win %
83%
This Week
Compared To Last Week
Gain
0.13%
Profit
$137,340.61
Win %
83%
This Month
Compared to last month
Gain
0.25%
Profit
$255,028.9
Win %
83%
This Year
Compared to last year
Gain
-6.48%
Profit
-$7.67M
Win %
75%
PANW Palo Alto Networks, Inc.
+14.01%
+$75,054.62 
AJG Arthur J. Gallagher & Co.
+5.49%
+$26,369.98 
ECO Okeanis Eco Tankers Corp.
+5.08%
+$20,801.25 
PLTR Palantir Technologies Inc.
+4.13%
+$84,046.33 
HONA Honeywell Aerospace Inc.
+4.07%
+$27,711.24 
BTI British American Tobacco p.l.c. ADR
+3.83%
+$8,185.05 
GOOGL Alphabet Inc
+3.09%
+$77,486.75 
GOOG Alphabet Inc
+2.97%
+$201,815.65 
IBM International Business Machines Corporation
+2.73%
+$11,719.62 
MSFT Microsoft Corp.
+2.3%
+$157,544.72 
WMT Walmart Inc.
+2.27%
+$8,912.1 
PM Philip Morris International Inc.
+1.81%
+$10,374.16 
ABBV AbbVie Inc.
+1.73%
+$22,000.2 
KO The Coca-Cola Company
+1.11%
+$12,975.2 
HD The Home Depot, Inc.
+1%
+$29,537.41 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$2,903.04 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$26,049.76 
JNJ Johnson & Johnson
+0.58%
+$1,300.51 
AAPL Apple Inc.
+0.55%
+$96,845.96 
EOG EOG Resources, Inc.
+0.53%
+$1,980.12 
PG Procter & Gamble Co
+0.52%
+$2,726.3 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$3,093.78 
GD General Dynamics Corporation
+0.33%
+$1,260.22 
KMI Kinder Morgan, Inc.
+0.11%
+$6,104.87 
PEP PepsiCo, Inc.
+0.07%
+$328.46 
SCHW Charles Schwab Corporation
0%
$0 AVGO
AVGO
0%
$0 5893
589331105
0%
$0 6819
681936BH2
0%
$0 7474
74743LAA8
0%
$0 CMCL
CMCL
0%
$0 
TTMI TTM Technologies, Inc.
-9.66%
-$27,189.5 
CLS Celestica Inc.
-8.49%
-$27,232.01 
BE Bloom Energy Corporation
-6.5%
-$45,760.05 
POWL Powell Industries Inc.
-6.13%
-$89,336.1 
BAC Bank of America Corporation
-5.3%
-$16,957.5 
PWR Quanta Services Inc.
-4.57%
-$8,481.61 
AMD Advanced Micro Devices, Inc.
-3.9%
-$153,328.02 
VG Venture Global Inc.
-3.32%
-$16,926 
NVDA NVIDIA Corporation
-2.84%
-$52,891.33 
GE General Electric Company
-1.98%
-$4,494 
EQT EQT Corporation
-1.76%
-$3,847.5 
JPM JPMorgan Chase & Co.
-1.72%
-$128,602.51 
LNG Cheniere Energy Inc.
-1.47%
-$95,468.5 
RTX RTX Corporation
-1.32%
-$15,085.9 
AMZN Amazon.com Inc
-1.22%
-$17,835.2 
QLD ProShares Ultra QQQ
-1.16%
-$2,214.9 
PSX Phillips 66
-1.1%
-$10,953.8 
BWXT Bwx Technologies Inc.
-1.01%
-$2,897.12 
CVX Chevron Corporation
-0.98%
-$19,055.38 
XOM Exxon Mobil Corporation
-0.85%
-$2,507.74 
COP ConocoPhillips
-0.7%
-$7,905.68 
LIN Linde plc
-0.58%
-$1,080 
HON Honeywell International Inc.
-0.56%
-$4,846.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$1,812 
EPD Enterprise Products Partners L.P.
-0.31%
-$8,136 
CTAS Cintas Corporation
-0.29%
-$9,130.94 
XYLD Global X S&P 500 Covered Call ETF
-0.18%
-$2,832.37 
CFG Citizens Financial Group, Inc.
-0.16%
-$1,457.05 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$340.4 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.08%
-$2,499.07 
VNOM Viper Energy Inc. Class A Common Stock
-0.04%
-$137 Events
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Dividends
Dividend Analysis
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| Trades 415 | Longs Won 281/415 67% | Profit Factor 11.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $681,776.97 |
| Average Win $231,569.55 | Best Trade (Sep 11) $10.45M | Sharpe Ratio -9.08 |
| Average Loss -$42,950.33 | Worst Trade (Mar 30) -$851,768.28 | Z-Score 6.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $142,929.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 2,381 | 2,143 | 1,905 | 1,667 | 1,429 | 1,190 | 952 | 714 | 476 | 238 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5893 589331105 | 4,713 | $567 | $567 | - | - | - | 0.0 |
| 6819 681936BH2 | 8,000 | $351 | $351 | - | - | - | 0.0 |
| 7474 74743LAA8 | 9,081 | $1,048 | $1,048 | - | - | - | 0.0 |
| AAPL Apple Inc. | 52,921 | $7.27M | $17.68M | - | $10.41M | 143.19% | +0.551% |
| ABBV AbbVie Inc. | 4,955 | $768,557.3 | $1.3M | - | $527,472.5 | 68.63% | +1.727% |
| AJG Arthur J. Gallagher & Co. | 2,000 | $326,080 | $507,010 | - | $180,930 | 55.49% | +5.486% |
| AMD Advanced Micro Devices, Inc. | 7,615 | $739,754.65 | $3.78M | - | $3.04M | 410.57% | -3.901% |
| AMZN Amazon.com Inc | 5,680 | $1.13M | $1.44M | - | $307,687.45 | 27.16% | -1.223% |
| AVGO AVGO | 6,540 | $1,154.17 | $1,128.53 | - | -$25.64 | -2.22% | 0.0 |
| BAC Bank of America Corporation | 5,100 | $158,763 | $302,761.5 | - | $143,998.5 | 90.7% | -5.304% |
| BE Bloom Energy Corporation | 2,555 | $346,176.95 | $658,781.2 | - | $312,604.25 | 90.3% | -6.495% |
| BRK-B Berkshire Hathaway Inc. | 576 | $278,350.1 | $296,876.16 | - | $18,526.06 | 6.66% | +0.988% |
| BTI British American Tobacco p.l.c. ADR | 3,870 | $226,278.9 | $221,963.85 | - | -$4,315.05 | -1.91% | +3.829% |
| BWXT Bwx Technologies Inc. | 1,906 | $371,002.88 | $283,231.6 | - | -$87,771.28 | -23.66% | -1.013% |
| CFG Citizens Financial Group, Inc. | 12,670 | $559,324.4 | $891,524.55 | - | $332,200.15 | 59.39% | -0.163% |
| CLS Celestica Inc. | 925 | $260,554 | $293,326.74 | - | $32,772.74 | 12.58% | -8.495% |
| CMCL CMCL | 22,550 | $482.74 | $509.73 | - | $26.99 | 5.59% | 0.0 |
| COP ConocoPhillips | 8,235 | $746,196.85 | $1.12M | - | $376,974.8 | 50.52% | -0.699% |
| CTAS Cintas Corporation | 15,743 | $1.48M | $3.16M | - | $1.68M | 113.86% | -0.288% |
| CVX Chevron Corporation | 9,074 | $1.41M | $1.92M | - | $517,894.42 | 36.85% | -0.981% |
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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 - $4.71M, Kinder Morgan, Inc - $3.4M, Alphabet Inc - $3.17M, 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 $9.52M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $1.43M, Kinder Morgan, Inc - $1.42M, Enterprise Products Partners L.P - $1.03M, JPMorgan Chase & Co - $541,759.9, and Global X S&P 500 Covered Call ETF - $460,442.84. 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.
