Ian Laterreur Portfolio

Invests via Ergawealth Advisors Inc. | Managed by Ian Laterreur

Invests via Ergawealth Advisors Inc.

Managed by Ian Laterreur

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Ian Laterreur Profile

With a dynamic career rooted in operational leadership, Ian Laterreur has established himself as a prominent figure in the technology sector. He possesses extensive experience driving product development and market expansion initiatives for startups aiming to disrupt traditional models. His adeptness at scaling organizations is complemented by his deep understanding of emerging technologies, enabling him to navigate complex industry landscapes effectively. Through various entrepreneurial ventures, he has demonstrated a strong commitment to innovation and customer-centric solutions. By fostering strategic partnerships and engaging cross-functional teams, Laterreur continues to play an integral role in shaping business narratives that propel growth.

Investment Philosophy & Strategy

Innovation serves as a cornerstone in shaping investment decisions for Ian Laterreur. Leveraging his extensive operational leadership background, he targets technology-focused opportunities that align with market trends and evolving consumer needs. With an entrepreneurial mindset, strategic collaborations play a pivotal role in his approach to amplifying growth trajectories for nascent ventures. By emphasizing adaptability and disruption within the sectors of interest, decision-making is both agile and informed by real-time insights into competitive dynamics. This orientation towards future-centric innovation enables him to craft narratives that resonate deeply within the fast-paced tech landscape.

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:

30.7%

Gain +1.32%

Monthly

0.8%

Yearly

9.99%

Drawdown

14.41%

$252.25M

Equity

Holdings

$252.25M

Investment

$201.59M

$77.84M

Profit +$3.64M

Realized

$27.18M

Unrealized

$50.65M

Dividends

$17.48M

Goals

Avg. 94% completed goals

Yearly

Gain > 5%

2026

88%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.32%

Profit

$3.64M

Win %

81%

This Week

Compared To Last Week

Gain

1.46%

Profit

$3.62M

Win %

81%

This Month

Compared to last month

Gain

0.8%

Profit

$1.99M

Win %

81%

This Year

Compared to last year

Gain

4.42%

Profit

$12.12M

Win %

82%

Gainers
Losers

ALTL Pacer Lunt Large Cap Alternator ETF

+3.7%

+$21,120

IAU iShares Gold Trust

+3.45%

+$6,896.41

AMZN Amazon.com Inc

+3.2%

+$16,995.51

GE General Electric Company

+2.93%

+$8,778.19

CGGO Capital Group Global Growth Equity ETF

+2.86%

+$565,633.4

CGNG Capital Group New Geography Equity ETF

+2.77%

+$175,718.79

CGGR Capital Group Growth ETF

+2.74%

+$961,683.91

MTUM iShares MSCI USA Momentum Factor ETF

+2.65%

+$9,440.41

PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF

+2.18%

+$48,301.02

CC Chemours Co.

+2.07%

+$9,145.5

SHW The Sherwin-Williams Company

+2.04%

+$29,115

MSFT Microsoft Corp.

+2.04%

+$8,752.96

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

+2.02%

+$8,427.57

CGUS Capital Group Core Equity ETF

+1.84%

+$340,442.55

AAPL Apple Inc.

+1.82%

+$38,332.89

CGDV Capital Group Dividend Value ETF

+1.62%

+$497,700.99

SPYI NEOS S&P 500 High Income ETF

+1.55%

+$6,769.12

IVV iShares Core S&P 500 ETF

+1.52%

+$7,503.19

RDVY First Trust Rising Dividend Achievers ETF

+1.41%

+$70,920.01

CGMM Capital Group U.S. Small and Mid Cap ETF

+1.35%

+$341,470.31

LRGF iShares U.S. Equity Factor ETF

+1.33%

+$4,095

RDVI FT Vest Rising Dividend Achievers Fund

+1.13%

+$5,128.5

QUAL iShares MSCI USA Quality Factor ETF

+1.09%

+$11,815.62

BUFQ FT Nasdaq Buffer ETF July.

+0.9%

+$32,067

SMLF iShares U.S. Small-Cap Equity Factor ETF

+0.78%

+$3,571.36

JEPI JPMorgan Equity Premium Income Fund

+0.72%

+$25,116.08

BUFR FT Vestladder Buffer ETF-USD I

+0.7%

+$42,341.73

FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF

+0.61%

+$343,285.76

SDVY First Trust SMID Cap Rising Dividend Achievers ETF

+0.53%

+$13,828.5

BUFZ FT Vest Laddered Moderate Buffer Fund

+0.52%

+$8,673.47

BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December

+0.51%

+$5,097.75

XLU Utilities Select Sector SPDR Fund

+0.46%

+$1,198.31

F-PD Ford Motor Company 6.500% Notes

+0.33%

+$5,447.4

GJUL FT Vest US Equity Moderate Class B

+0.31%

+$994.82

PYLD PIMCO Multisector Bond Active ETF

+0.28%

+$4,419.9

USMV iShares MSCI USA Min Vol Factor ETF

+0.28%

+$3,245.99

ABT Abbott Laboratories

+0.24%

+$941.79

BAC Bank of America Corporation

+0.22%

+$1,606.87

AGG iShares Core U.S. Aggregate Bond ETF

+0.14%

+$411.6

FTCS First Trust Capital Strength ETF

+0.14%

+$5,251.2

JPST JPMorgan Ultra-Short Income ETF

+0.07%

+$1,838.06

SHY iShares 1-3 Year Treasury Bond ETF

+0.06%

+$133.82

BUXX Strive Enhanced Income Short Duration Fund

JULM FT Vest US Equity Maximum Buffer Portfolio Series July

XOM Exxon Mobil Corporation

-4.03%

-$10,211.46

ABBV AbbVie Inc.

-2.52%

-$29,417

IBM International Business Machines Corporation

-1.51%

-$8,878.58

AMLP Alerian MLP ETF

-1.09%

-$5,103.78

T AT&T Inc.

-0.74%

-$2,041.72

KR Kroger Co.

-0.28%

-$587.52

HECA Hedgeye Capital Allocation ETF

-0.26%

-$802.13

ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

-0.16%

-$368.1

KNG Fidelity S&P 500 Dividend Aristocrats ETF

-0.03%

-$170.85

JMBS Janus Henderson Mortgage-Backed Securities ETF

-0.02%

-$355.03

STIP iShares 0-5 Year TIPS Bond ETF

-0.01%

-$19.93

Events

Dividends

Dividend Analysis

No Data

Trades 654	Longs Won 495/654 75%	Profit Factor 40.59
Profitability	Shorts Won 0/0 0%	Standard Deviation $626,435.33
Average Win $161,217.46	Best Trade (Jun 15) $11.97M	Sharpe Ratio -10.63
Average Loss -$12,364.73	Worst Trade (Sep 30) -$182,518.92	Z-Score 4.02 (100%)
Commissions $0	Avg. Trade Length 1y 4m 2w 3d	Expectancy $119,016.28

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	20,408	18,367	16,327	14,286	12,245	10,204	8,163	6,122	4,082	2,041