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:
112.05%
Gain -0.16%
Monthly
1.01%
Yearly
12.84%
Drawdown
21.82%
$407.44M
Equity
Holdings
$407.44M
Investment
$315.55M
$94.8M
Profit -$529,426.04
Realized
$2.92M
Unrealized
$91.89M
Dividends
$21.37M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$529,426.04
Win %
73%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$454,584.73
Win %
73%
This Month
Compared to last month
Gain
-0.23%
Profit
-$936,264.65
Win %
73%
This Year
Compared to last year
Gain
-1.14%
Profit
-$4.66M
Win %
73%
BUG Global X Cybersecurity ETF
+4.08%
+$10,567.18 
XLE State Street Energy Select Sector SPDR ETF
+3%
+$203,848.65 
CVX Chevron Corporation
+2.77%
+$10,552.43 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.6%
+$171,988.8 
MLPX Global X MLP & Energy Infrastructure ETF
+2.4%
+$81,663.75 
DTCR Global X Data Center & Digital Infrastructure ETF
+2.31%
+$7,171.4 
SANM Sanmina Corporation
+2.21%
+$3,389.54 
ET Energy Transfer LP
+2.15%
+$5,083.02 
TXN Texas Instruments Inc.
+2.03%
+$4,687.55 
SKYY First Trust Cloud Computing ETF
+1.97%
+$17,220.55 
DELL Dell Technologies Inc. Class C Common Stock
+1.97%
+$14,512.03 
TPYP Tortoise North American Pipeline ETF
+1.85%
+$7,821.74 
CSCO Cisco Systems, Inc.
+1.62%
+$21,258.69 
NBIS Nebius Group N.V. Class A Ordinary Shares
+1.52%
+$4,343.9 
ALAB Astera Labs, Inc.
+1.49%
+$3,063.99 
FTXL First Trust Nasdaq Semiconductor ETF
+1.28%
+$2,784.6 
SMH VanEck Semiconductor ETF
+1.28%
+$9,719.43 
SOXX iShares Semiconductor ETF
+1.23%
+$16,958.43 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+1.07%
+$8,226.77 
ETH Ethan Allen Interiors Inc
+0.84%
+$4,011.85 
VGT Vanguard Information Technology ETF
+0.75%
+$12,111.12 
MSFT Microsoft Corporation Common Stock
+0.7%
+$27,480.83 
COPX Global X Copper Miners ETF
+0.68%
+$6,004.5 
IYW iShares U.S. Technology ETF
+0.68%
+$16,772.03 
AVGO Broadcom Inc.
+0.66%
+$2,463.15 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.64%
+$3,332.16 
SPH Suburban Propane Partners, L.P.
+0.62%
+$1,413.06 
FPXI First Trust International Equity Opportunities ETF
+0.59%
+$13,174.22 
AIQ Global X Artificial Intelligence & Technology ETF
+0.58%
+$11,439.72 
EMLP First Trust North American Energy Infrastructure Fund
+0.55%
+$7,806.24 
SPMO Invesco S&P 500 Momentum ETF
+0.49%
+$49,561.75 
QQQM Invesco NASDAQ 100 ETF
+0.42%
+$889.51 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$131,267.03 
VFMO Vanguard U.S. Momentum Factor ETF
+0.33%
+$3,403.87 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$8,139.93 
FMHI First Trust Municipal High Income ETF
+0.26%
+$1,632.6 
KOMP State Street SPDR S&P Kensho New Economies Composite ETF
+0.24%
+$3,925.2 
XCEM Columbia EM Core ex-China ETF
+0.23%
+$4,576.22 
NXTG First Trust Indxx NextG ETF
+0.17%
+$4,151.5 
BKGI BNY Mellon Global Infrastructure Income ETF
+0.17%
+$1,326.64 
FMB First Trust Managed Municipal ETF
+0.14%
+$4,130 
FITE SPDR S&P Kensho Future Security ETF
+0.13%
+$413.64 
JMUB JPMorgan Municipal ETF
+0.12%
+$4,379.64 
IWP iShares Russell Mid-Cap Growth ETF
+0.1%
+$693.84 
ARKK ARK Innovation ETF
+0.1%
+$590.8 
PGRO Putnam Focused Large Cap Growth ETF
+0.08%
+$225.51 
SHYM iShares Short Duration High Yield Muni Active ETF
+0.07%
+$160.31 
VNQ Vanguard Real Estate ETF
+0.07%
+$124.8 
WINN Harbor Long-Term Growers ETF
+0.06%
+$172.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$407.96 
CGGR Capital Group Growth ETF
+0.05%
+$7,446.05 
CRUX Columbia Core Bond ETF
+0.05%
+$132.21 
NVDA NVIDIA Corporation
+0.05%
+$916.88 
BNDX Vanguard Total International Bond ETF
+0.03%
+$1,301.44 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.02%
+$53.48 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.02%
+$72.12 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$40.06 
IUSG iShares Core S&P U.S. Growth ETF
0%
+$11.87 
FSMB First Trust Short Duration Managed Municipal ETF
0%
+$1.63 
PSC Principal U.S. Small-Cap ETF
0%
$0 
MLDR Global X Intermediate-Term Treasury Ladder ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 PMBS
PMBS
0%
$0 
T AT&T Inc.
-5.58%
-$24,329.39 
JETS U.S. Global Jets ETF
-2.76%
-$11,552.14 
PG The Procter & Gamble Company
-2.67%
-$7,487.1 
F Ford Motor Co.
-2.64%
-$65,725.7 
GE General Electric Company
-2.45%
-$4,523.41 
CAT Caterpillar Inc.
-2.15%
-$3,769.86 
GM General Motors Co.
-2.02%
-$4,570.8 
MCD McDonald's Corporation
-1.89%
-$6,928.52 
RTX RTX Corporation
-1.8%
-$18,074.18 
JNJ Johnson & Johnson
-1.79%
-$16,915.16 
INCO Columbia India Consumer ETF
-1.75%
-$11,859 
TXT Textron Inc.
-1.74%
-$56,790.92 
SHW The Sherwin-Williams Company
-1.73%
-$4,360.72 
PMM Franklin Managed Municipal Income Trust
-1.62%
-$974.07 
IYK iShares U.S. Consumer Staples ETF
-1.58%
-$32,819.44 
ACM AECOM
-1.5%
-$5,070.02 
MO Altria Group, Inc.
-1.46%
-$47,305.98 
VZ Verizon Communications Inc.
-1.43%
-$22,143.49 
RGEN Repligen Corporation
-1.38%
-$4,446.02 
ITA iShares U.S. Aerospace & Defense ETF
-1.37%
-$145,673.21 
JPM JPMorgan Chase & Co.
-1.36%
-$4,414.63 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.22%
-$2,537.43 
V Visa Inc. Class A
-1.22%
-$3,452.4 
XLI State Street Industrial Select Sector SPDR ETF
-1.13%
-$44,861.04 
COMP Compass Inc. Class A Common Stock
-1.05%
-$4,873.36 
AMGN Amgen Inc. Common Stock
-1.05%
-$3,672.27 
XLF State Street Financial Select Sector SPDR ETF
-1.02%
-$2,168.04 
SLV iShares Silver Trust
-0.96%
-$23,928.12 
WMT Walmart Inc.
-0.94%
-$12,192.3 
MSIF MSC Income Fund Inc.
-0.94%
-$1,305.59 
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF
-0.94%
-$2,434.14 
FHLC Fidelity MSCI Health Care Index ETF
-0.94%
-$2,784.86 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.92%
-$6,517.55 
MADE iShares U.S. Manufacturing ETF
-0.92%
-$14,018.1 
RDVY First Trust Rising Dividend Achievers ETF
-0.89%
-$50,665.53 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.88%
-$3,525.44 
XLV State Street Health Care Select Sector SPDR ETF
-0.88%
-$27,869.52 
XLC State Street Communication Services Select Sector SPDR ETF
-0.86%
-$40,150.55 
FVD First Trust Value Line Dividend Index Fund
-0.86%
-$139,165.64 
NOC Northrop Grumman Corporation
-0.84%
-$4,734.14 
CVS CVS Health Corporation Common Stock
-0.83%
-$1,716.78 
IYF iShares U.S. Financials ETF
-0.82%
-$23,096.37 
LEGR First Trust Indxx Innovative Transaction & Process ETF
-0.79%
-$5,526.8 
CNRG State Street SPDR S&P Kensho Clean Power ETF
-0.79%
-$4,534.51 
IBRX ImmunityBio Inc.
-0.78%
-$1,086.15 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.75%
-$28,641.93 
GS The Goldman Sachs Group, Inc.
-0.67%
-$216.36 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.67%
-$44,884.4 
TSLA Tesla, Inc.
-0.66%
-$2,334.14 
GD General Dynamics Corp.
-0.65%
-$2,143.54 
DGRO iShares Core Dividend Growth ETF
-0.62%
-$6,543.4 
VOOV Vanguard S&P 500 Value ETF
-0.61%
-$4,785.54 
VIG Vanguard Dividend Appreciation ETF
-0.59%
-$8,117.28 
IAU iShares Gold Trust
-0.58%
-$41,602.88 
VFQY Vanguard U.S. Quality Factor ETF
-0.57%
-$4,196.24 
COWZ Pacer US Cash Cows 100 ETF
-0.56%
-$3,718.3 
IDU iShares U.S. Utilities ETF
-0.56%
-$9,582.1 
BAC Bank of America Corporation
-0.56%
-$3,763.74 
PAVE Global X U.S. Infrastructure Development ETF
-0.54%
-$11,545.52 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$1,435.28 
IBB iShares Biotechnology ETF
-0.51%
-$22,517.37 
FDVV Fidelity High Dividend ETF
-0.5%
-$5,511.49 
XMHQ Invesco S&P MidCap Quality ETF
-0.47%
-$21,448.35 
META Meta Platforms Inc Class A
-0.47%
-$2,099.15 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,465.45 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$1,825.12 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$8,348.97 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.43%
-$4,610.47 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.41%
-$7,244.65 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.39%
-$986.7 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.37%
-$5,536.8 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.35%
-$1,416.45 
DSMC Distillate Small/Mid Cash Flow ETF
-0.34%
-$912.95 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.34%
-$8,011.74 
FMTL First Trust Indxx Critical Metals ETF
-0.32%
-$1,902.81 
FLJH Franklin FTSE Japan Hedged ETF
-0.32%
-$11,162.43 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$1,676.01 
CGBL Capital Group Core Balanced ETF
-0.31%
-$16,702.94 
DIS The Walt Disney Company
-0.3%
-$1,313.07 
SITM SiTime Corporation
-0.3%
-$833.31 
VBR Vanguard Small-Cap Value ETF
-0.29%
-$4,190.52 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.29%
-$405.4 
FELC Fidelity Enhanced Large Cap Core ETF
-0.29%
-$1,263.87 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$1,590.3 
AMZN Amazon.com Inc
-0.28%
-$3,812.2 
VB Vanguard Small-Cap ETF
-0.28%
-$2,189.6 
PVAL Putnam Focused Large Cap Value ETF
-0.27%
-$5,352.24 
AAPL Apple Inc.
-0.27%
-$12,775.41 
RECS Columbia Research Enhanced Core ETF
-0.26%
-$23,745.72 
CGUS Capital Group Core Equity ETF
-0.26%
-$5,017.34 
CGDG Capital Group Dividend Growers ETF
-0.25%
-$13,265.65 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.25%
-$962.09 
MTB M&T Bank Corporation
-0.25%
-$936.65 
SCHD Schwab U.S. Dividend Equity ETF
-0.24%
-$8,324.65 
CGDV Capital Group Dividend Value ETF
-0.24%
-$28,742.53 
CGCP Capital Group Core Plus Income ETF
-0.21%
-$2,306.7 
IVV iShares Core S&P 500 ETF
-0.2%
-$1,186.84 
DSTX Distillate International Fundamental Stability & Value ETF
-0.2%
-$470.12 
VOO Vanguard S&P 500 ETF
-0.19%
-$18,368.16 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.19%
-$814.02 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.19%
-$2,357.05 
IDMO Invesco S&P International Developed Momentum ETF
-0.19%
-$14,443.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$2,458.54 
GOOGL Alphabet Inc
-0.19%
-$2,421.7 
IWR iShares Russell Mid-Cap ETF
-0.18%
-$589.6 
VBK Vanguard Small-Cap Growth ETF
-0.17%
-$1,861.67 
VV Vanguard Morningstar Large-Cap ETF
-0.17%
-$883.9 
JPIB JPMorgan International Bond Opportunities ETF
-0.17%
-$347.04 
VTI Vanguard Total Stock Market ETF
-0.17%
-$1,355.62 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.17%
-$550.25 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$1,055.36 
FTSL First Trust Senior Loan Fund
-0.16%
-$861 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.16%
-$7,916.09 
BIV Vanguard Intermediate-Term Bond ETF
-0.15%
-$1,159.32 
BND Vanguard Total Bond Market ETF
-0.15%
-$2,510.66 
FNDF Schwab Fundamental International Equity ETF
-0.14%
-$12,011.62 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$279.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$700.25 
IJR iShares Core S&P Small-Cap ETF
-0.13%
-$5,877.57 
VRP Invesco Variable Rate Preferred ETF
-0.13%
-$1,001.55 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$3,272.84 
FBND Fidelity Total Bond ETF
-0.12%
-$8,606.82 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.12%
-$380.4 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
-0.12%
-$530.77 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$6,039.76 
JCPB JPMorgan Core Plus Bond ETF
-0.11%
-$3,571.05 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.11%
-$3,375.75 
BUFR FT Vest Laddered Buffer ETF
-0.11%
-$10,922.84 
ABBV AbbVie Inc.
-0.1%
-$606 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$342.29 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.1%
-$1,764.75 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.1%
-$236.97 
GOOG Alphabet Inc
-0.1%
-$454.09 
NOW ServiceNow Inc.
-0.1%
-$1,305 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$2,128.43 
NFLX Netflix Inc.
-0.05%
-$165.21 
VUG Vanguard Morningstar Growth ETF
-0.04%
-$790.37 
VOOG Vanguard S&P 500 Growth ETF
-0.04%
-$250.71 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$80.03 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
-0.03%
-$790.63 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.01%
-$424.13 
IVW iShares S&P 500 Growth ETF
-0.01%
-$36.52 
BKUI BNY Mellon Ultra Short Income ETF
-0.01%
-$92.86 Events
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Dividends
Dividend Analysis
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| Trades 2492 | Longs Won 1628/2492 65% | Profit Factor 6.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,088.47 |
| Average Win $68,259.48 | Best Trade (Oct 15) $8.89M | Sharpe Ratio -52.65 |
| Average Loss -$18,890.73 | Worst Trade (Dec 31) -$1.25M | Z-Score 7.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 6d | Expectancy $38,043.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,737 | $2.85M | $4.77M | - | $1.92M | 67.18% | -0.267% |
| ABBV AbbVie Inc. | 2,020 | $453,622.61 | $575,477.8 | - | $121,855.19 | 26.86% | -0.105% |
| ACM AECOM | 5,541 | $430,926.53 | $331,989.01 | - | -$98,937.52 | -22.96% | -1.504% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,602 | $559,398.78 | $537,763.99 | - | -$21,634.79 | -3.87% | -0.13% |
| AIQ Global X Artificial Intelligence & Technology ETF | 31,777 | $1.75M | $1.98M | - | $237,763.51 | 13.62% | +0.58% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 3,304 | $148.12 | $281.86 | - | $133.74 | 90.29% | 0.0 |
| ALAB Astera Labs, Inc. | 800 | $386,415.99 | $209,320 | - | -$177,095.99 | -45.83% | +1.486% |
| AMGN Amgen Inc. Common Stock | 783 | $244,224.32 | $346,547.97 | - | $102,323.65 | 41.9% | -1.049% |
| AMZN Amazon.com Inc | 5,446 | $903,081.99 | $1.36M | - | $456,675.29 | 50.57% | -0.28% |
| ARKK ARK Innovation ETF | 7,385 | $329,233.35 | $605,126.9 | - | $275,893.55 | 83.8% | +0.098% |
| AVGO Broadcom Inc. | 1,151 | $336,548.53 | $374,512.38 | - | $37,963.85 | 11.28% | +0.662% |
| BAC Bank of America Corporation | 13,206 | $552,944.71 | $670,798.77 | - | $117,854.06 | 21.31% | -0.558% |
| BIV Vanguard Intermediate-Term Bond ETF | 10,081 | $801,457.01 | $745,540.35 | - | -$55,916.66 | -6.98% | -0.155% |
| BKGI BNY Mellon Global Infrastructure Income ETF | 18,952 | $789,399.78 | $794,467.84 | - | $5,068.06 | 0.64% | +0.167% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 8,646 | $271,965.56 | $420,937.86 | - | $148,972.3 | 54.78% | -0.193% |
| BKUI BNY Mellon Ultra Short Income ETF | 18,571 | $923,190.73 | $921,400.16 | - | -$1,790.57 | -0.19% | -0.01% |
| BND Vanguard Total Bond Market ETF | 23,911 | $1.76M | $1.7M | - | -$59,741.61 | -3.39% | -0.147% |
| BNDX Vanguard Total International Bond ETF | 86,763 | $4.34M | $4.1M | - | -$244,467.59 | -5.63% | +0.032% |
| BRK-B Berkshire Hathaway Inc. | 748 | $375,368.02 | $407,308.44 | - | $31,940.42 | 8.51% | -0.446% |
| BUFR FT Vest Laddered Buffer ETF | 273,071 | $9.36M | $10.26M | - | $901,134.3 | 9.63% | -0.106% |
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FAQ
Which stocks have generated the highest profits for David Mailloux?
The largest contributions to the portfolio's profits come from the following stocks: State Street Energy Select Sector SPDR ETF - $2.15M, iShares Gold Trust - $1.33M, Fidelity Total Bond ETF - $1.26M, State Street Communication Services Select Sector SPDR ETF - $1.08M, and First Trust Value Line Dividend Index Fund - $1.07M. 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: State Street SPDR S&P Kensho Intelligent Structures ETF - $536,391.88, Invesco Dynamic Leisure and Entertainment ETF - $459,513.51, Invesco QQQ Trust, Series 1 - $452,430.61, 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 $21.37M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.28M, First Trust Value Line Dividend Index Fund - $1.08M, State Street Energy Select Sector SPDR ETF - $937,134.24, First Trust Global Tactical Commodity Strategy Fund - $670,324.16, 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.
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