Martin Kadoury Portfolio
Invests via Financiere des Professionnels - Fonds d'investissement inc. | Managed by Daniel Solomon, Frédéric Abaziou, Olivier Armangau, Sylvain Bourget, Sébastien Martel, Bun Rith Nak, Sylvain Perron
Invests via Financiere des Professionnels - Fonds d'investissement inc.
Managed by Daniel Solomon, Frédéric Abaziou, Olivier Armangau, Sylvain Bourget, Sébastien Martel, Bun Rith Nak, Sylvain Perron
Automatically Tracked
Martin Kadoury Profile
Seasoned investment professional with experience across private equity, growth investing and strategic advisory in European markets. Martin Kadoury combines operational oversight with capital allocation, supporting scale-ups and buyouts while engaging with limited partners on fund formation and LP relations. Known for portfolio optimisation, governance strengthening and exit planning, brings a blend of deal execution, board-level oversight and strategic finance skills valued by institutional investors.
Seasoned investment professional with experience across private equity, growth investing and strategic advisory in European markets. Martin Kadoury combines operational oversight with capital allocation, supporting scale-ups and buyouts while engaging with limited partners on fund formation and LP relations. Known for portfolio optimisation, governance strengthening and exit planning, brings a blend of deal execution, board-level oversight and strategic finance skills valued by institutional investors.
Investment Philosophy & Strategy
Operates a pragmatic growth- and control-oriented investment approach focused on European scale-ups and lower‑mid-market buyouts. Prioritises operational value creation, governance improvement and disciplined exit planning, combining board-level oversight with hands‑on portfolio optimisation. Allocates capital where strategic transformation and margin expansion can be delivered within a 3–7 year horizon, balancing financial returns with measured leverage and LP-aligned fund structuring.
Operates a pragmatic growth- and control-oriented investment approach focused on European scale-ups and lower‑mid-market buyouts. Prioritises operational value creation, governance improvement and disciplined exit planning, combining board-level oversight with hands‑on portfolio optimisation. Allocates capital where strategic transformation and margin expansion can be delivered within a 3–7 year horizon, balancing financial returns with measured leverage and LP-aligned fund structuring.
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:
60.43%
Gain -0.57%
Monthly
1.36%
Yearly
17.57%
Drawdown
17.13%
$1.78B
Equity
Holdings
$1.78B
Investment
$1.39B
$629.87M
Profit -$9.48M
Realized
$234.93M
Unrealized
$394.94M
Dividends
$75.64M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$9.48M
Win %
71%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$13.55M
Win %
71%
This Month
Compared to last month
Gain
-0.53%
Profit
-$9.48M
Win %
71%
This Year
Compared to last year
Gain
1.8%
Profit
$31.58M
Win %
66%
VVX V2X Inc.
+14.58%
+$41,500.2 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
+10.53%
+$17,948.01 
ALHC Alignment Healthcare, Inc.
+9.84%
+$29,448.86 
BPOP Popular Inc.
+8.12%
+$40,073.08 
FLYW Flywire Corporation
+8.11%
+$85,869 
NEM Newmont Corporation
+7.23%
+$421,782.06 
VERA Vera Therapeutics Inc.
+7.18%
+$14,940.34 
WING Wingstop Inc.
+6.58%
+$13,199.5 
ICHR Ichor Holdings Ltd.
+5.61%
+$15,992 
AVT Avnet Inc.
+5.07%
+$214,079.74 
LLY Eli Lilly and Company
+4.86%
+$427,696.45 
AMBA Ambarella, Inc.
+4.58%
+$22,269.39 
PACS Pacs Group Inc.
+4.15%
+$63,561.78 
BGC BGC Group, Inc.
+3.69%
+$28,064.5 
DINO HF Sinclair Corporation
+3.65%
+$88,215.12 
DIS The Walt Disney Company
+3.65%
+$137,958.88 
ANET Arista Networks, Inc.
+3.57%
+$212,112.71 
NVDA NVIDIA Corporation
+3.44%
+$3.29M 
FCX Freeport-McMoRan Inc.
+3.1%
+$256,014.55 
CMI Cummins Inc.
+3.06%
+$222,344.49 
CAH Cardinal Health Inc.
+2.43%
+$36,868.88 
DASH DoorDash, Inc.
+2.42%
+$55,071.1 
TT Trane Technologies plc
+2.4%
+$144,267.48 
GIL Gildan Activewear Inc.
+2.34%
+$33,312.51 
NKE Nike, Inc. - Class B
+2.21%
+$2,760 
MCD McDonald's Corporation
+2.09%
+$93,281.99 
RTX RTX Corporation
+2.01%
+$233,860.22 
STX Seagate Technology Holdings plc
+2.01%
+$133,763.68 
RVMD Revolution Medicines Inc.
+1.99%
+$35,485.35 
AHR American Healthcare REIT, Inc.
+1.89%
+$7,515.91 
MELI MercadoLibre, Inc.
+1.8%
+$58,293.68 
ORLY O'Reilly Automotive Inc.
+1.75%
+$69,191.36 
SYY Sysco Corporation
+1.72%
+$13,313.92 
LFST LifeStance Health Group, Inc.
+1.66%
+$5,983.49 
SCHW Charles Schwab Corporation
+1.57%
+$56,303.95 
AFRM Affirm Holdings, Inc.
+1.54%
+$4,744.8 
TJX The TJX Companies, Inc.
+1.5%
+$96,432.93 
UNH UnitedHealth Group Incorporated
+1.28%
+$54,600.11 
EXEL Exelixis Inc.
+1.25%
+$23,898.7 
BNY BlackRock New York Municipal Income Trust
+1.22%
+$48,798.72 
ADSK Autodesk, Inc.
+1.19%
+$2,701.55 
ENSG The Ensign Group, Inc.
+1.15%
+$5,576.41 
EIX Edison International
+1.09%
+$25,949.77 
ROK Rockwell Automation, Inc.
+1.08%
+$51,091.77 
HD The Home Depot, Inc.
+1.06%
+$65,674.8 
CRM Salesforce Inc
+1.04%
+$25,869.87 
REGN Regeneron Pharmaceuticals, Inc.
+1.04%
+$25,114.48 
URI United Rentals, Inc.
+1.04%
+$4,823.57 
LEN Lennar Corporation
+1.02%
+$17,046.23 
LEVI Levi Strauss & Co.
+1.02%
+$3,838.25 
GE General Electric Company
+1.02%
+$153,024 
AMAT Applied Materials, Inc.
+0.99%
+$150,476.16 
DOC Healthpeak Properties, Inc.
+0.97%
+$2,689.05 
PGR Progressive Corporation
+0.95%
+$47,657.1 
XIFR Xplr Infrastructure Partners L.P.
+0.93%
+$2,385.9 
CVS CVS Health Corporation
+0.91%
+$6,925.5 
ULS Ul Solutions Inc.
+0.91%
+$2,338.04 
WFC Wells Fargo & Company
+0.88%
+$20,948.46 
AJG Arthur J. Gallagher & Co.
+0.87%
+$40,724.68 
SBUX Starbucks Corporation
+0.87%
+$23,387 
GLPI Gaming and Leisure Properties, Inc.
+0.86%
+$5,631.98 
LOW Lowe's Companies Inc.
+0.85%
+$2,827.2 
SPOT Spotify Technology S.A.
+0.85%
+$43,393.17 
MDLZ Mondelez International, Inc.
+0.84%
+$1,507.99 
FIVE Five Below, Inc.
+0.84%
+$2,814.18 
CL Colgate-Palmolive Company
+0.81%
+$3,438.75 
ROST Ross Stores, Inc.
+0.76%
+$10,082.9 
AIG American International Group Inc.
+0.76%
+$27,784.8 
SOMN Southern Company
+0.75%
+$2,238.5 
GS The Goldman Sachs Group, Inc.
+0.7%
+$74,888.2 
MMM 3M Company
+0.69%
+$43,758.54 
PH Parker-Hannifin Corporation
+0.68%
+$1,810.25 
SNOW Snowflake Inc.
+0.68%
+$45,846.81 
FIGS Figs Inc.
+0.65%
+$7,974.96 
HST Host Hotels & Resorts Inc.
+0.64%
+$13,141.92 
MS Morgan Stanley
+0.57%
+$62,433.93 
C Citigroup Inc.
+0.56%
+$83,105.33 
BAC Bank of America Corporation
+0.56%
+$58,537.85 
RCL Royal Caribbean Group
+0.53%
+$8,172.83 
NTRS Northern Trust Corporation
+0.53%
+$1,445.3 
AAPL Apple Inc.
+0.52%
+$325,144.11 
TFC Truist Financial Corporation
+0.47%
+$16,926 
HALO Halozyme Therapeutics Inc.
+0.43%
+$5,174.64 
DE Deere & Company
+0.39%
+$45,185.34 
AGIO Agios Pharmaceuticals Inc.
+0.38%
+$900.6 
HSY The Hershey Company
+0.3%
+$695.53 
NSSC Napco Security Technologies, Inc.
+0.3%
+$3,303.36 
PPLC PortfolioPlus S&P 500 ETF
+0.28%
+$334.1 
MRK Merck & Co., Inc.
+0.26%
+$30,728.61 
RGA Reinsurance Group of America, Inc.
+0.25%
+$1,062.56 
SYF Synchrony Financial
+0.21%
+$6,601.19 
INTC Intel Corporation
+0.2%
+$1,284 
ACN Accenture plc Class A
+0.18%
+$1,009.53 
CSX CSX Corporation
+0.18%
+$1,042.3 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.14%
+$1,225 
SNA Snap-on Inc.
+0.12%
+$255 
TBPH Theravance Biopharma Inc.
+0.12%
+$330.46 
INCY Incyte Corporation
+0.09%
+$935.11 
VT Vanguard Total World Stock ETF
+0.08%
+$2,740.5 
VOO Vanguard S&P 500 ETF
+0.08%
+$15,120.54 
MSCI MSCI Inc.
+0.07%
+$449.63 
OMCL Omnicell Inc.
+0.05%
+$278.58 
BNDX Vanguard Total International Bond ETF
+0.04%
+$2,400 
LII Lennox International Inc.
+0.03%
+$1,222.09 
ABBV AbbVie Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ALLY Ally Financial Inc.
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
ARGX argenx SE American Depositary Receipt
0%
$0 
ARQT Arcutis Biotherapeutics Inc.
0%
$0 
ARLO Arlo Technologies Inc.
0%
$0 
AUPH Aurinia Pharmaceuticals Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BOH Bank of Hawaii Corporation
0%
$0 
BOOT Boot Barn Holdings, Inc.
0%
$0 
BWA BorgWarner Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CGNX Cognex Corporation
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CME CME Group Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CTSH Cognizant Technology Solutions Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
CVNA Carvana Co.
0%
$0 
DAN Dana Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
FCFS FirstCash Holdings, Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FFIV F5 Inc.
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FSLY Fastly, Inc.
0%
$0 
GEN Gen Digital Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
GOLD Gold.com, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPOR Gulfport Energy Corporation
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEX IDEX Corporation
0%
$0 
INTU Intuit Inc.
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLIC Kulicke & Soffa Industries, Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KMT Kennametal Inc.
0%
$0 
KNSA Kiniksa Pharmaceuticals International, plc
0%
$0 
KO The Coca-Cola Company
0%
$0 
LSTR Landstar System Inc.
0%
$0 
LW Lamb Weston Holdings, Inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MIRM Mirum Pharmaceuticals Inc.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NAMS NewAmsterdam Pharma Co. N.V.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
POOL Pool Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PSX Phillips 66
0%
$0 
RF Regions Financial Corporation
0%
$0 
RPRX Royalty Pharma plc
0%
$0 
STRA Strategic Education Inc.
0%
$0 
TEAM Atlassian Corporation Class A
0%
$0 
TEL TE Connectivity plc
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UHS Universal Health Services, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VIAV Viavi Solutions Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
ZWS Zurn Elkay Water Solutions Corporation
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
0%
$0 
EXE Expand Energy Corporation
0%
$0 
PENG Penguin Solutions, Inc.
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
XYZ Block, Inc.
0%
$0 6934
69349HAF4
0%
$0 ORCL
ORCLPRD
0%
$0 G200
G2004J103
0%
$0 
GOOGN Alphabet Inc. 6.25% Series A Mandatory Convertible Preferred Stock
0%
$0 
GOOGM Alphabet Inc.
0%
$0 3379
337932AV9
0%
$0 8425
842587ED5
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
-13.61%
-$976,531.46 
KN Knowles Corporation
-9.43%
-$42,950.13 
HRMY Harmony Biosciences Holdings, Inc.
-9.13%
-$37,095.66 
SMTC Semtech Corporation
-8.78%
-$66,282.3 
EWY iShares MSCI South Korea ETF
-8.2%
-$737,099.47 
IVZ Invesco Ltd.
-7.5%
-$474,288 
RPM RPM International Inc.
-6.97%
-$24,027.91 
ATI ATI Inc.
-6.35%
-$34,876.21 
GCT GigaCloud Technology Inc Class A Ordinary Shares
-5.85%
-$40,620.48 
FSS Federal Signal Corp.
-5.71%
-$37,875.55 
EWT iShares MSCI Taiwan ETF
-5.54%
-$283,000 
TBLA Taboola.com Ltd.
-5.29%
-$10,760.96 
LYFT Lyft Inc.
-5.2%
-$87,896.97 
PSKY Paramount Skydance Corporation Class B Common Stock
-5.01%
-$55,131.3 
CCI Crown Castle Inc.
-4.92%
-$84,315.04 
MPC Marathon Petroleum Corporation
-4.75%
-$73,854.15 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$191,264.14 
VUG Vanguard Growth ETF
-4.37%
-$2,334 
OMF OneMain Holdings Inc.
-4.34%
-$84,532.6 
Q Qnity Electronics Inc.
-4.26%
-$44,103.42 
GOOGL Alphabet Inc
-4.03%
-$1.31M 
FLEX Flex Ltd.
-3.81%
-$23,072.91 
AEIS Advanced Energy Industries Inc.
-3.56%
-$32,783.39 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.51%
-$492,450 
TER Teradyne, Inc.
-3.49%
-$42,899.46 
BMY Bristol-Myers Squibb Company
-3.43%
-$10,961 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$771,703.44 
CRUS Cirrus Logic, Inc.
-3.17%
-$19,597.23 
QCOM QUALCOMM Incorporated
-3.16%
-$6,682 
EEM iShares MSCI Emerging Markets ETF
-2.89%
-$748,721.57 
ADM Archer-Daniels-Midland Co
-2.87%
-$66,886.32 
LBTYA Liberty Global Plc
-2.84%
-$6,421.34 
BSX Boston Scientific Corporation
-2.75%
-$50,854.5 
ITW Illinois Tool Works Inc.
-2.75%
-$4,865.99 
NBIX Neurocrine Biosciences Inc.
-2.75%
-$46,977.1 
LITE Lumentum Holdings Inc.
-2.74%
-$82,062.56 
PLTR Palantir Technologies Inc.
-2.6%
-$64,630.17 
TRN Trinity Industries Inc.
-2.5%
-$7,582.41 
CNX CNX Resources Corporation
-2.47%
-$37,774 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$339,300.36 
PCG PG&E Corporation
-2.32%
-$57,748.54 
LBTYK Liberty Global plc
-2.28%
-$9,222 
ARES Ares Management Corporation
-2.2%
-$108,989.4 
KSS Kohl's Corporation
-2.19%
-$5,762.68 
WSFS WSFS Financial Corporation
-2.12%
-$10,015.44 
TMUS T-Mobile US, Inc.
-2.12%
-$40,597.61 
MYRG Myr Group Inc.
-2.09%
-$18,478.86 
TXN Texas Instruments Inc
-2.08%
-$73,065.33 
GLW Corning Incorporated
-2.06%
-$3,156.61 
VLO Valero Energy Corporation
-2.05%
-$81,919.14 
HURN Huron Consulting Group Inc.
-2.03%
-$8,171.6 
SYM Symbotic Inc. Class A
-1.98%
-$38,601.1 
CP Canadian Pacific Kansas City Limited
-1.92%
-$87,522 
HRB H&R Block Inc.
-1.91%
-$10,140.24 
LRCX Lam Research Corporation
-1.9%
-$233,039.83 
VST Vistra Corp
-1.82%
-$97,707.96 
SLB Schlumberger Limited
-1.77%
-$3,330 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.76%
-$99,300 
NVT nVent Electric plc
-1.74%
-$25,331.42 
DDOG Datadog, Inc. Class A Common Stock
-1.73%
-$87,503.23 
HAL Halliburton Company
-1.67%
-$6,130.08 
SEIC SEI Investments Company
-1.66%
-$7,777.8 
ALB Albemarle Corporation
-1.64%
-$10,078.2 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$1.57M 
XLF Financial Select Sector SPDR Fund
-1.62%
-$42,676 
KEYS Keysight Technologies, Inc.
-1.53%
-$11,478.76 
XOM Exxon Mobil Corporation
-1.51%
-$145,595.33 
DGRO iShares Core Dividend Growth ETF
-1.42%
-$356,271.36 
T AT&T Inc.
-1.37%
-$6,401.94 
HCSG Healthcare Services Group Inc.
-1.34%
-$7,826.88 
UPS United Parcel Service, Inc.
-1.29%
-$40,146.93 
BMRN Biomarin Pharmaceutical Inc.
-1.23%
-$15,247.92 
GMED Globus Medical Inc.
-1.19%
-$14,245.42 
FOX Fox Corporation Class B Common Stock
-1.17%
-$3,385.82 
XEL Xcel Energy Inc.
-1.15%
-$38,246.86 
PCVX Vaxcyte, Inc.
-1.11%
-$11,031.2 
WKC World Kinect Corporation
-1.1%
-$11,910.08 
MSFT Microsoft Corp.
-1.09%
-$671,965.35 
XPO XPO Inc.
-1.06%
-$2,777.75 
CDNS Cadence Design Systems, Inc.
-1.04%
-$24,459.45 
MDB MongoDB Inc.
-1.03%
-$18,651.4 
ADP Automatic Data Processing Inc.
-0.99%
-$2,144 
LNG Cheniere Energy Inc.
-0.98%
-$17,467.26 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$350,096.97 
PODD Insulet Corporation
-0.88%
-$3,525.06 
AKAM Akamai Technologies Inc.
-0.88%
-$2,380.32 
PG Procter & Gamble Co
-0.86%
-$25,855.89 
BANC Banc of California Inc.
-0.82%
-$29,009.12 
GIS General Mills, Inc.
-0.72%
-$1,014 
ORCL Oracle Corporation
-0.7%
-$42,360.43 
ASB Associated Banc-Corp
-0.69%
-$11,843.26 
STZ Constellation Brands, Inc.
-0.59%
-$23,214.36 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.59%
-$71,680 
IDXX IDEXX Laboratories, Inc.
-0.56%
-$2,042.29 
VCYT Veracyte Inc.
-0.56%
-$4,735.38 
CIEN Ciena Corporation
-0.56%
-$3,183.21 
FBP First BanCorp Puerto Rico
-0.51%
-$5,452.65 
PRVA Privia Health Group, Inc.
-0.5%
-$1,336.56 
TGT Target Corporation
-0.47%
-$1,035 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.46%
-$20,721.36 
TWLO Twilio Inc.
-0.43%
-$8,134.03 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$480,157.44 
PTCT PTC Therapeutics, Inc.
-0.32%
-$2,970.41 
ES Eversource Energy
-0.32%
-$6,193.21 
WST West Pharmaceutical Services, Inc.
-0.23%
-$1,504.72 
TVTX Travere Therapeutics Inc.
-0.23%
-$767.52 
FTDR Frontdoor, Inc.
-0.23%
-$741.48 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$167,089.09 
CSCO Cisco Systems, Inc.
-0.2%
-$16,590 
FIX Comfort Systems USA, Inc.
-0.2%
-$2,033.41 
UTHR United Therapeutics Corporation
-0.19%
-$1,403.55 
IVV iShares Core S&P 500 ETF
-0.18%
-$59,701.67 
FLCH Franklin FTSE China ETF
-0.18%
-$17,000 
ASND Ascendis Pharma A/S
-0.16%
-$1,662.8 
LPLA LPL Financial Holdings Inc.
-0.15%
-$6,535.92 
COF Capital One Financial Corporation
-0.13%
-$7,518 
RNR Renaissancere Holdings Ltd.
-0.12%
-$325.66 
CFG Citizens Financial Group, Inc.
-0.11%
-$3,683.6 
HIG The Hartford Insurance Group, Inc.
-0.1%
-$3,449.53 
BBIO BridgeBio Pharma, Inc.
-0.1%
-$614.4 
GTX Garrett Motion Inc.
-0.06%
-$317.58 
EXPD Expeditors International of Washington, Inc.
-0.04%
-$404.46 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$5,374 
ISRG Intuitive Surgical, Inc.
0%
-$61.11 
VRTX Vertex Pharmaceuticals Incorporated
0%
-$22.78 Events
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Dividends
Dividend Analysis
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| Trades 2237 | Longs Won 1453/2237 64% | Profit Factor 6.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $515,975.73 | Best Trade (Aug 28) $41.2M | Sharpe Ratio -17.59 |
| Average Loss -$152,860.67 | Worst Trade (Mar 31) -$4.81M | Z-Score 3.39 (99.93%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $281,569.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3379 337932AV9 | 250,000 | $277,863 | $277,863 | - | - | - | 0.0 |
| 6934 69349HAF4 | 155,000 | $201,596.01 | $201,596.01 | - | - | - | 0.0 |
| 8425 842587ED5 | 145,000 | $146,677 | $146,677 | - | - | - | 0.0 |
| AAPL Apple Inc. | 200,705 | $51.24M | $62.42M | - | $11.18M | 21.82% | +0.524% |
| ABBV AbbVie Inc. | 58,412 | $12.25M | $14.24M | - | $1.99M | 16.27% | 0.0 |
| ACN Accenture plc Class A | 3,365 | $841,976.81 | $574,506.45 | - | -$267,470.36 | -31.77% | +0.176% |
| ADI Analog Devices, Inc. | 10,801 | $2.9M | $4.11M | - | $1.21M | 41.58% | 0.0 |
| ADM Archer-Daniels-Midland Co | 29,208 | $2.23M | $2.27M | - | $34,465.64 | 1.54% | -2.867% |
| ADP Automatic Data Processing Inc. | 800 | $162,544 | $214,352 | - | $51,808 | 31.87% | -0.99% |
| ADSK Autodesk, Inc. | 958 | $304,327.96 | $229,948.74 | - | -$74,379.22 | -24.44% | +1.189% |
| AEIS Advanced Energy Industries Inc. | 2,696 | $357,220 | $887,604.08 | - | $530,384.08 | 148.48% | -3.562% |
| AFRM Affirm Holdings, Inc. | 3,954 | $239,736.93 | $313,631.28 | - | $73,894.35 | 30.82% | +1.536% |
| AGIO Agios Pharmaceuticals Inc. | 7,505 | $278,511 | $238,058.6 | - | -$40,452.4 | -14.52% | +0.38% |
| AHR American Healthcare REIT, Inc. | 7,297 | $380,539 | $404,983.5 | - | $24,444.5 | 6.42% | +1.891% |
| AIG American International Group Inc. | 46,308 | $3.47M | $3.7M | - | $230,711.24 | 6.65% | +0.756% |
| AJG Arthur J. Gallagher & Co. | 18,854 | $4.08M | $4.72M | - | $634,248.91 | 15.53% | +0.871% |
| AKAM Akamai Technologies Inc. | 2,204 | $260,535 | $269,483.08 | - | $8,948.08 | 3.43% | -0.876% |
| ALB Albemarle Corporation | 5,090 | $687,303 | $604,895.6 | - | -$82,407.4 | -11.99% | -1.639% |
| ALHC Alignment Healthcare, Inc. | 22,142 | $527,201 | $328,808.7 | - | -$198,392.3 | -37.63% | +9.837% |
| ALLY Ally Financial Inc. | 99,616 | $4.4M | $4.48M | - | $79,745.63 | 1.81% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Martin Kadoury?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $39.35M, ISHARES S&P 500 GROWTH ETF (3IS8) - $18.64M, Apple Inc - $15.43M, iShares Core MSCI EAFE ETF - $13.82M, and iShares Core MSCI Emerging Markets ETF - $13.62M. 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: Comcast Corp - $7.88M, Accenture plc Class A - $5.61M, The Estée Lauder Companies Inc. Class A - $3.66M, Becton, Dickinson and Company - $2.87M, and Intuit Inc - $2.47M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Martin Kadoury's portfolio generate?
The portfolio generates substantial dividend income, with a total of $75.64M earned over time. The largest contributors to dividend income include iShares Core MSCI Emerging Markets ETF - $8.66M, iShares Core MSCI EAFE ETF - $7.76M, SPDR S&P 500 ETF Trust - $4.21M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.93M, and Pfizer Inc - $1.52M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Martin Kadoury's monthly returns?
Martin Kadoury'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 Martin Kadoury's strategy be considered aggressive or moderate?
Martin Kadoury'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 Martin Kadoury's strategy?
Martin Kadoury's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
