David Mailloux Portfolio
Invests via WealthCare Investment Partners LLC | Managed by David R. Mailloux, Brian N. Corriveau, Derek D. Doo
Invests via WealthCare Investment Partners LLC
Managed by David R. Mailloux, Brian N. Corriveau, Derek D. Doo
Automatically Tracked
David Mailloux Profile
With a career steeped in innovative entrepreneurship and operational leadership, David Mailloux has emerged as a significant force in the technology sector. His strategic vision has propelled multiple startups toward rapid growth, fostering innovation while navigating complex market landscapes. Notably skilled in leveraging emerging technologies to create impactful solutions, he exemplifies what it means to be an adaptive leader amid evolving business challenges. His engagements have not only resulted in substantial advancements within his companies but have also contributed positively to industry-wide developments, positioning him as a key player for investors interested in dynamic tech ecosystems.
With a career steeped in innovative entrepreneurship and operational leadership, David Mailloux has emerged as a significant force in the technology sector. His strategic vision has propelled multiple startups toward rapid growth, fostering innovation while navigating complex market landscapes. Notably skilled in leveraging emerging technologies to create impactful solutions, he exemplifies what it means to be an adaptive leader amid evolving business challenges. His engagements have not only resulted in substantial advancements within his companies but have also contributed positively to industry-wide developments, positioning him as a key player for investors interested in dynamic tech ecosystems.
Investment Philosophy & Strategy
Innovation and disruption characterize the investment philosophy of David Mailloux. With a profound background in entrepreneurship, he places significant emphasis on leveraging cutting-edge technologies to capture market opportunities. His approach often focuses on identifying unique solutions that address evolving consumer needs, underpinned by a commitment to scalable growth. Engaging with startups and early-stage ventures allows for strategic value creation while fostering agility within competitive environments. This proactive stance facilitates not only capital efficiency but also encourages robust operational improvements, setting the stage for long-term success in dynamic sectors.
Innovation and disruption characterize the investment philosophy of David Mailloux. With a profound background in entrepreneurship, he places significant emphasis on leveraging cutting-edge technologies to capture market opportunities. His approach often focuses on identifying unique solutions that address evolving consumer needs, underpinned by a commitment to scalable growth. Engaging with startups and early-stage ventures allows for strategic value creation while fostering agility within competitive environments. This proactive stance facilitates not only capital efficiency but also encourages robust operational improvements, setting the stage for long-term success in dynamic sectors.
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:
101.2%
Gain -0.64%
Monthly
1.08%
Yearly
13.72%
Drawdown
21.82%
$413.77M
Equity
Holdings
$413.77M
Investment
$317.29M
$101.07M
Profit -$947,245.87
Realized
$4.6M
Unrealized
$96.47M
Dividends
$20.64M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$947,245.87
Win %
75%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$4.71M
Win %
75%
This Month
Compared to last month
Gain
-0.84%
Profit
-$3.5M
Win %
75%
This Year
Compared to last year
Gain
0.83%
Profit
$3.44M
Win %
75%
IBB iShares Biotechnology ETF
+1.17%
+$49,071.12 
NOC Northrop Grumman Corporation
+1.1%
+$6,417.25 
GOOGL Alphabet Inc
+0.91%
+$12,783.44 
WMT Walmart Inc.
+0.72%
+$8,662.95 
TSLA Tesla, Inc.
+0.7%
+$2,173.51 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.59%
+$4,725.7 
SITM SiTime Corporation
+0.12%
+$508.25 
IDMO Invesco S&P International Developed Momentum ETF
+0.11%
+$9,191.28 
FLJH Franklin FTSE Japan Hedged ETF
+0.1%
+$3,515.97 
EMLP First Trust North American Energy Infrastructure Fund
+0.09%
+$1,301.04 
IDU iShares U.S. Utilities ETF
+0.05%
+$849.98 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$560.18 
CGCP Capital Group Core Plus Income ETF
+0.04%
+$512.5 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.04%
+$692.1 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.04%
+$1,507.47 
IMTM iShares MSCI International Momentum Factor ETF
+0.04%
+$126.8 
XLF Financial Select Sector SPDR Fund
+0.04%
+$74.76 
FBND Fidelity Total Bond ETF
+0.03%
+$2,386.21 
AIQ Global X Artificial Intelligence & Technology ETF
+0.03%
+$635.54 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$88.44 
MLPX Global X MLP & Energy Infrastructure ETF
+0.03%
+$933.3 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$201.62 
ET Energy Transfer L.P.
+0.03%
+$59.1 
FHLC Fidelity MSCI Health Care Index ETF
+0.03%
+$68.34 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$707.89 
XMHQ Invesco S&P MidCap Quality ETF
+0.03%
+$1,169.91 
VOOV Vanguard S&P 500 Value ETF
+0.02%
+$169.63 
T AT&T Inc.
+0.02%
+$95.78 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.02%
+$349.14 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$545.46 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$198.28 
SMH VanEck Semiconductor ETF
+0.02%
+$163.05 
SLV iShares Silver Trust
+0.02%
+$503.75 
JETS U.S. Global Jets ETF
+0.01%
+$78.06 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$73.04 
ACM Aecom
+0.01%
+$55.41 
ARKK ARK Innovation ETF Fund
+0.01%
+$73.85 
IYK iShares U.S. Consumer Staples ETF
+0.01%
+$263.61 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$1,458.45 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.01%
+$608.93 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$37.1 
COPX Global X Copper Miners ETF
+0.01%
+$120.11 
VNQ Vanguard Real Estate ETF
+0.01%
+$20.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$24 
FDVV Fidelity High Dividend ETF
+0.01%
+$88.89 
IVV iShares Core S&P 500 ETF
+0.01%
+$47.16 
AMGN Amgen Inc.
+0.01%
+$23.49 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$326.88 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$36.44 
CAT Caterpillar Inc.
+0.01%
+$9.96 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$28.01 
MCD McDonald's Corporation
0%
+$7.23 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
0%
+$7.53 
FMTL First Trust Indxx Critical Metals ETF
0%
+$7.46 
F Ford Motor Company
0%
$0 
GD General Dynamics Corporation
0%
$0 
IBRX ImmunityBio, Inc.
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
RGEN Repligen Corporation
0%
$0 
TXN Texas Instruments Inc
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BKGI BNY Mellon Global Infrastructure Income Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BKUI BNY Mellon Ultra Short Income ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUG Global X Cybersecurity ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FMHI First Trust Municipal High Income Fund
0%
+$1.36 
FITE SPDR S&P Kensho Future Security ETF
0%
+$0.92 
FTXL First Trust Nasdaq Semiconductor ETF
0%
$0 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
0%
$0 
NXTG First Trust Indxx NextG ETF
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
TPYP Tortoise North American Pipeline Fund
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VFMO Vanguard U.S. Momentum Factor Fund
0%
$0 
VFQY Vanguard U.S. Quality Factor Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
WINN Harbor Long-Term Growers ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
MADE iShares U.S. Manufacturing ETF, Series of iShares Trust
0%
-$4.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SHYM iShares High Yield Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CRUX Columbia Core Bond ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
-99.88%
-$1.89M 
AIS VistaShares Artificial Intelligence Supercycle ETF
-99.8%
-$138,188.78 
NVDA NVIDIA Corporation
-2.86%
-$55,978.62 
SOXX iShares Semiconductor ETF
-2.56%
-$40,099.38 
ETH Ethan Allen Interiors Inc
-2.08%
-$8,023.7 
AAPL Apple Inc.
-1.62%
-$69,646.59 
VGT Vanguard Information Technology ETF
-0.99%
-$16,329.6 
FPXI First Trust International Equity Opportunities Fund
-0.95%
-$24,568.14 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$16,081.26 
IEF iShares 7-10 Year Treasury Bond ETF
-0.44%
-$1,477.23 
PGRO Putnam Focused Large Cap Growth ETF
-0.41%
-$1,186.09 PMBS
PMBS
-0.31%
-$1.6 
MLDR Global X Intermediate-Term Treasury Ladder ETF
-0.28%
-$2,001.1 
MSIF MSC Income Fund Inc.
-0.28%
-$415.42 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.19%
-$777.86 
PMM Putnam Managed Municipal Income Trust
-0.16%
-$100.42 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.09%
-$323.83 
COMP Compass Inc.
-0.08%
-$464.13 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.07%
-$101.35 
INCO Columbia India Consumer ETF
-0.06%
-$474.36 
ABBV AbbVie Inc.
-0.06%
-$302.99 
XCEM Columbia EM Core ex-China ETF
-0.06%
-$1,248.06 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$9,597.63 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$421.24 
SPH Suburban Propane Partners L.P.
-0.06%
-$128.46 
AVGO Broadcom Inc.
-0.06%
-$270.51 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$4,804.65 
META Meta Platforms Inc Class A
-0.05%
-$195.49 
VB Vanguard Small-Cap ETF
-0.05%
-$383.14 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$90.3 
GS The Goldman Sachs Group, Inc.
-0.04%
-$15.12 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$705.9 
MO Altria Group, Inc.
-0.04%
-$1,065.45 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.04%
-$250.68 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$534.9 
XLE Energy Select Sector SPDR Fund
-0.04%
-$2,013.32 
TXT Textron Inc.
-0.03%
-$1,252.74 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$197.35 
IYF iShares U.S. Financials ETF
-0.03%
-$859.19 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$979.37 
V Visa Inc. Class A
-0.03%
-$68.51 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$203.98 
NFLX Netflix, Inc.
-0.03%
-$94.4 
CGBL Capital Group Core Balanced ETF
-0.03%
-$1,452.43 
SANM Sanmina Corporation
-0.03%
-$49.71 
MTB M&T Bank Corporation
-0.02%
-$102.18 
GOOG Alphabet Inc
-0.02%
-$113.51 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$167.14 
FELC Fidelity Enhanced Large Cap Core ETF
-0.02%
-$101.11 
RTX RTX Corporation
-0.02%
-$257.09 
RECS Columbia Research Enhanced Core ETF
-0.02%
-$1,978.81 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$949.2 
CVS CVS Health Corporation
-0.02%
-$44.02 
VZ Verizon Communications Inc.
-0.02%
-$343.38 
VRP Invesco Variable Rate Preferred ETF
-0.02%
-$166.93 
MSFT Microsoft Corp.
-0.02%
-$748.65 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.02%
-$86.46 
CGDV Capital Group Dividend Value ETF
-0.02%
-$2,499.35 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$106.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$60.03 
PVAL Putnam Focused Large Cap Value ETF
-0.02%
-$369.12 
PG Procter & Gamble Co
-0.02%
-$42.28 
BAC Bank of America Corporation
-0.02%
-$132.06 
NOW ServiceNow, Inc.
-0.02%
-$174 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$34.87 
AMZN Amazon.com Inc
-0.01%
-$217.89 
VOO Vanguard S&P 500 ETF
-0.01%
-$1,486.2 
DIS The Walt Disney Company
-0.01%
-$57.09 
JPM JPMorgan Chase & Co.
-0.01%
-$48.29 
SHW The Sherwin-Williams Company
-0.01%
-$36.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$48.72 
CGDG Capital Group Dividend Growers ETF
-0.01%
-$698.18 
IAU iShares Gold Trust
-0.01%
-$945.52 
IYW iShares U.S. Technology ETF
-0.01%
-$296.84 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$169.11 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.01%
-$211.96 
VUG Vanguard Growth ETF
-0.01%
-$225.82 
FTSL First Trust Senior Loan ETF
-0.01%
-$56.58 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
-0.01%
-$304.15 
DELL Dell Technologies Inc.
-0.01%
-$65.01 
CSCO Cisco Systems, Inc.
-0.01%
-$125.42 
GE General Electric Company
-0.01%
-$18.9 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$14.45 
GM General Motors Company
-0.01%
-$14.65 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$175.1 
CVX Chevron Corporation
-0.01%
-$16.83 
NBIS Nebius Group N.V.
-0.01%
-$17.93 
JNJ Johnson & Johnson
0%
-$35.17 
QQQ Invesco QQQ Trust, Series 1
0%
-$674.94 
CNRG SPDR S&P Kensho Clean Power ETF
0%
-$8.31 
DSMC Distillate Small/Mid Cash Flow ETF
0%
-$1.77 
DSTX Distillate International Fundamental Stability & Value ETF
0%
-$3.36 
GRPM Invesco S&P MidCap 400 GARP ETF
0%
-$97.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2492 | Longs Won 1650/2492 66% | Profit Factor 6.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,152.91 |
| Average Win $70,429.05 | Best Trade (Aug 14) $8.97M | Sharpe Ratio -52.71 |
| Average Loss -$20,045.36 | Worst Trade (Dec 31) -$1.25M | Z-Score 9.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4w | Expectancy $40,558.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,737 | $2.85M | $4.23M | - | $1.38M | 48.39% | -1.618% |
| ABBV AbbVie Inc. | 2,020 | $453,622.61 | $496,697.8 | - | $43,075.19 | 9.5% | -0.061% |
| ACM Aecom | 5,541 | $430,926.53 | $420,284.85 | - | -$10,641.68 | -2.47% | +0.013% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,602 | $559,398.78 | $546,783.21 | - | -$12,615.57 | -2.26% | +0.005% |
| AIQ Global X Artificial Intelligence & Technology ETF | 31,777 | $1.75M | $2.01M | - | $267,633.89 | 15.33% | +0.032% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 3,304 | $138,470.64 | $281.86 | - | -$138,188.78 | -99.8% | -99.796% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 800 | $386,415.99 | $267,360.01 | - | -$119,055.98 | -30.81% | +0.009% |
| AMGN Amgen Inc. | 783 | $244,224.32 | $321,797.35 | - | $77,573.03 | 31.76% | +0.007% |
| AMZN Amazon.com Inc | 5,446 | $903,081.99 | $1.49M | - | $591,518.25 | 65.5% | -0.015% |
| ARKK ARK Innovation ETF Fund | 7,385 | $329,233.35 | $586,664.4 | - | $257,431.05 | 78.19% | +0.013% |
| AVGO Broadcom Inc. | 1,151 | $336,548.53 | $492,081.26 | - | $155,532.73 | 46.21% | -0.055% |
| BAC Bank of America Corporation | 13,206 | $552,944.71 | $834,090.96 | - | $281,146.25 | 50.85% | -0.016% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 10,081 | $801,457.01 | $763,232.51 | - | -$38,224.5 | -4.77% | +0.026% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 18,952 | $789,399.78 | $847,343.92 | - | $57,944.14 | 7.34% | 0.0 |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 8,646 | $271,965.56 | $427,112.4 | - | $155,146.84 | 57.05% | -0.02% |
| BKUI BNY Mellon Ultra Short Income ETF | 18,571 | $923,190.73 | $921,400.16 | - | -$1,790.57 | -0.19% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 23,911 | $1.76M | $1.73M | - | -$32,363.51 | -1.84% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 86,763 | $4.34M | $4.16M | - | -$182,432.04 | -4.2% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 748 | $375,368.02 | $390,306.4 | - | $14,938.38 | 3.98% | 0.0 |
| BUFR FT Vestladder Buffer ETF-USD I | 273,071 | $9.36M | $10.19M | - | $838,327.97 | 8.96% | 0.0 |
No 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 David Mailloux?
The largest contributions to the portfolio's profits come from the following stocks: Energy Select Sector SPDR Fund - $2.11M, iShares Gold Trust - $1.33M, Fidelity Total Bond ETF - $1.26M, Communication Services Select Sector SPDR Fund - $1.06M, and First Trust Value Line Dividend Index Fund - $990,502.95. 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: SPDR S&P Kensho Intelligent Structures ETF - $536,391.88, Invesco QQQ Trust, Series 1 - $486,210.39, Invesco Leisure and Entertainment ETF - $459,513.51, SPDR S&P Transportation ETF - $357,935.24, and Columbia India Consumer ETF - $320,456.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Mailloux's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.64M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.28M, First Trust Value Line Dividend Index Fund - $997,549.37, Energy Select Sector SPDR Fund - $898,852.97, First Trust Global Tactical Commodity Strategy Fund - $668,068.54, and First Trust Equity Market Neutral ETF - $649,235.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Mailloux's monthly returns?
David Mailloux's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can David Mailloux's strategy be considered aggressive or moderate?
David Mailloux's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow David Mailloux's strategy?
David Mailloux'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.
