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

Tracking: 0 Updated: Jun 12 at 08:07 PM

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.

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.

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:

44.03%

Gain +0.28%

Monthly

1.02%

Yearly

12.89%

Drawdown

14.19%

$103.6M

Equity

Holdings

$103.6M

Investment

$61.07M

$53.91M

Profit +$377,861.9

Realized

$11.38M

Unrealized

$42.54M

Dividends

$9.05M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.28%

Profit

$377,861.9

Win %

80%

This Week

Compared To Last Week

Gain

-1.79%

Profit

-$1.89M

Win %

80%

This Month

Compared to last month

Gain

-2.12%

Profit

-$2.25M

Win %

80%

This Year

Compared to last year

Gain

-1.81%

Profit

-$2.79M

Win %

75%

Gainers
Losers

AMD Advanced Micro Devices, Inc.

+4.75%

+$213,717.96

BE Bloom Energy Corporation

+4.64%

+$30,691.8

TTMI TTM Technologies, Inc.

+3.69%

+$14,213.98

CMCL Caledonia Mining Corporation Plc

+3.65%

+$10,522.2

JPM JPMorgan Chase & Co.

+2.3%

+$165,562.61

CLS Celestica Inc.

+1.89%

+$8,164.8

KMI Kinder Morgan, Inc.

+1.85%

+$121,756.5

CFG Citizens Financial Group, Inc.

+1.68%

+$11,200

VNOM Viper Energy Inc. Class A Common Stock

+1.56%

+$4,658

BTI British American Tobacco p.l.c. ADR

+1.55%

+$3,676.5

BAC Bank of America Corporation

+1.52%

+$4,284

POWL Powell Industries Inc.

+1.45%

+$39,056.1

COP ConocoPhillips

+1.39%

+$13,185.08

ABBV AbbVie Inc.

+1.3%

+$14,443.83

JNJ Johnson & Johnson

+1.07%

+$2,167.5

PG Procter & Gamble Co

+0.85%

+$4,506.7

PSX Phillips 66

+0.79%

+$5,361.96

CVX Chevron Corporation

+0.75%

+$12,703.51

HD The Home Depot, Inc.

+0.73%

+$24,829.61

IVE ISHARES S&P 500 VALUE ETF

+0.71%

+$2,397.61

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,561.1

QYLD Global X Nasdaq 100 Covered Call ETF

+0.56%

+$20,839.5

XYLD Global X S&P 500 Covered Call ETF

+0.56%

+$9,014.62

HON Honeywell International Inc.

+0.55%

+$12,148.4

GOOGL Alphabet Inc

+0.53%

+$18,794.4

LNG Cheniere Energy Inc.

+0.46%

+$25,818.6

GOOG Alphabet Inc

+0.45%

+$39,460.55

WMT Walmart Inc.

+0.41%

+$1,830

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$1,320

PEP PepsiCo, Inc.

+0.4%

+$2,117

GD General Dynamics Corporation

+0.38%

+$951.75

XOM Exxon Mobil Corporation

+0.29%

+$703.36

CCI Crown Castle Inc.

+0.14%

+$498.75

NVDA NVIDIA Corporation

+0.14%

+$2,072.76

MSFT Microsoft Corp.

+0.1%

+$6,291.6

KO The Coca-Cola Company

+0.1%

+$1,033.84

EOG EOG Resources, Inc.

+0.08%

+$281.05

PANW Palo Alto Networks, Inc.

+0.03%

+$121.5

589331105

681936BH2

74743LAA8

AVGO

EQT

ADBE Adobe Inc.

-6.71%

-$22,490.39

CTAS Cintas Corporation

-3.09%

-$107,302.66

PLTR Palantir Technologies Inc.

-2.35%

-$35,845.06

AAPL Apple Inc.

-1.52%

-$271,143

TMO Thermo Fisher Scientific Inc.

-1.32%

-$9,276.66

AMZN Amazon.com Inc

-1.21%

-$14,225.1

IBM International Business Machines Corporation

-0.97%

-$4,712.57

AJG Arthur J. Gallagher & Co.

-0.95%

-$4,220

RTX RTX Corporation

-0.34%

-$3,277.94

EPD Enterprise Products Partners L.P.

-0.07%

-$1,835

VRTX Vertex Pharmaceuticals Incorporated

-0.03%

-$797.18

Events

Dividends

Dividend Analysis

No Data

Trades 371	Longs Won 239/371 64%	Profit Factor 11.37
Profitability	Shorts Won 0/0 0%	Standard Deviation $706,636.6
Average Win $247,343.26	Best Trade (Jun 11) $9.53M	Sharpe Ratio -8.94
Average Loss -$39,398.07	Worst Trade (Jun 12) -$975,581.4	Z-Score 1.3 (80.52%)
Commissions $0	Avg. Trade Length 1y 10m 1d	Expectancy $145,322.09

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%	0.18%
Consecutive Losing Trades	2,632	2,368	2,105	1,842	1,579	1,316	1,053	789	526	263