Daniel Lavoie Portfolio
Invests via Walter Public Investments Inc. | Managed by Mathieu Bernier, Jean-Pierre Cadorette, René Fournier
Invests via Walter Public Investments Inc.
Managed by Mathieu Bernier, Jean-Pierre Cadorette, René Fournier
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Daniel Lavoie Profile
With a robust background in technology and innovation, Daniel Lavoie has made significant contributions as an entrepreneurial founder. His extensive experience spans various sectors, where he has been instrumental in launching several successful startups that leverage cutting-edge solutions to solve complex business challenges. As a thought leader in digital transformation, he engages with emerging trends at the intersection of technology and finance, allowing him to position his ventures effectively within competitive landscapes. Lavoie's keen insights into market needs enable him to identify opportunities for growth and disruption while fostering collaboration among industry peers.
With a robust background in technology and innovation, Daniel Lavoie has made significant contributions as an entrepreneurial founder. His extensive experience spans various sectors, where he has been instrumental in launching several successful startups that leverage cutting-edge solutions to solve complex business challenges. As a thought leader in digital transformation, he engages with emerging trends at the intersection of technology and finance, allowing him to position his ventures effectively within competitive landscapes. Lavoie's keen insights into market needs enable him to identify opportunities for growth and disruption while fostering collaboration among industry peers.
Investment Philosophy & Strategy
Harnessing a strong entrepreneurial spirit, Daniel Lavoie pursues investments that emphasize technological advancements and innovation-driven growth. His unique approach focuses on identifying early-stage opportunities within sectors ripe for disruption, leveraging his background in technology to navigate complex challenges. With an emphasis on fostering collaboration among emerging talent and established players alike, he seeks out ventures that demonstrate scalability potential. Insights gained from his leadership roles enhance decision-making as he strategically allocates resources toward transformative solutions with significant market implications.
Harnessing a strong entrepreneurial spirit, Daniel Lavoie pursues investments that emphasize technological advancements and innovation-driven growth. His unique approach focuses on identifying early-stage opportunities within sectors ripe for disruption, leveraging his background in technology to navigate complex challenges. With an emphasis on fostering collaboration among emerging talent and established players alike, he seeks out ventures that demonstrate scalability potential. Insights gained from his leadership roles enhance decision-making as he strategically allocates resources toward transformative solutions with significant market implications.
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:
37.28%
Gain +0.65%
Monthly
0.66%
Yearly
8.16%
Drawdown
20.93%
$426.83M
Equity
Holdings
$426.83M
Investment
$383.1M
$121.95M
Profit +$2.77M
Realized
$78.21M
Unrealized
$43.74M
Dividends
$14.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$2.77M
Win %
53%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$3.97M
Win %
53%
This Month
Compared to last month
Gain
0.96%
Profit
$4.07M
Win %
53%
This Year
Compared to last year
Gain
8.26%
Profit
$32.58M
Win %
53%
PLNT Planet Fitness Inc.
+5.67%
+$172,741.14 
MSFT Microsoft Corp.
+2.1%
+$311,791.3 
GOOG Alphabet Inc
+1.87%
+$487,431.45 
ICE Intercontinental Exchange, Inc.
+1.45%
+$163,826.04 
AMZN Amazon.com Inc
+1.12%
+$177,966.96 
DT Dynatrace, Inc.
+1.1%
+$23,485.7 
BJ BJ's Wholesale Club Holdings, Inc.
+1.04%
+$175,920.23 
BEP Brookfield Renewable Partners L.P.
+1.02%
+$7,475 
BSY Bentley Systems, Incorporated Class B
+0.78%
+$3,010.8 
MA Mastercard Incorporated
+0.69%
+$85,632.8 
META Meta Platforms Inc Class A
+0.68%
+$72,421.54 
DUK Duke Energy Corporation
+0.63%
+$2,355 
WELL Welltower Inc.
+0.52%
+$3,780 
CME CME Group Inc.
+0.46%
+$25,852.37 
TXN Texas Instruments Inc
+0.45%
+$46,461.68 
CDNS Cadence Design Systems, Inc.
+0.38%
+$42,484.68 
SU Suncor Energy Inc.
+0.18%
+$22,550 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TD The Toronto-Dominion Bank
-2.35%
-$272,850.33 
KLAC KLA Corporation
-1.8%
-$183,207.68 
CP Canadian Pacific Kansas City Limited
-1.75%
-$185,853.72 
HD The Home Depot, Inc.
-1.72%
-$5,830 
AAPL Apple Inc.
-1.71%
-$400,296.49 
AZO AutoZone Inc.
-1.68%
-$147,393.09 
DIS The Walt Disney Company
-1.43%
-$149,361.8 
JNJ Johnson & Johnson
-1.3%
-$6,909.02 
TDY Teledyne Technologies Incorporated
-1.2%
-$185,077.8 
ICFI ICF International Inc.
-1.14%
-$95,300.1 
MCO Moody's Corporation
-1.07%
-$118,992.72 
MCK McKesson Corporation
-1.04%
-$151,614.64 
TU TELUS Corporation
-1.01%
-$3,871.14 
EXPE Expedia Group, Inc.
-0.85%
-$30,437.36 
JPM JPMorgan Chase & Co.
-0.79%
-$131,983.37 
HUBB Hubbell Inc.
-0.75%
-$77,157.36 
VLTO Veralto Corporation
-0.72%
-$45,972.08 
ZTS Zoetis Inc.
-0.7%
-$22,161.06 
TDG TransDigm Group Inc.
-0.59%
-$37,613.06 
IQV IQVIA Holdings Inc.
-0.59%
-$65,357.3 
TT Trane Technologies plc
-0.57%
-$110,519.1 
ASML ASML Holding N.V. New York Registry Shares
-0.54%
-$122,705.66 
IDXX IDEXX Laboratories, Inc.
-0.47%
-$13,608.56 
CHD Church & Dwight Co., Inc.
-0.38%
-$22,681 
TTE TotalEnergies SE
-0.29%
-$23,954.88 
MRSH Marsh & McLennan Companies, Inc.
-0.23%
-$28,848.12 
CLBT Cellebrite DI Ltd.
-0.23%
-$15,873.62 
ALC Alcon Inc.
-0.1%
-$7,355.81 
VZ Verizon Communications Inc.
-0.06%
-$2,770 
FNV Franco-Nevada Corporation
-0.03%
-$63.91 Events
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Dividends
Dividend Analysis
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| Trades 568 | Longs Won 310/568 54% | Profit Factor 2.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $658,536.99 | Best Trade (Jul 22) $13.14M | Sharpe Ratio -9.16 |
| Average Loss -$318,586.85 | Worst Trade (Mar 31) -$3.22M | Z-Score -1.37 (83.06%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $214,702.57 |
| 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 | 1,340 | 1,206 | 1,072 | 938 | 804 | 670 | 536 | 402 | 268 | 134 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Daniel Lavoie?
The largest contributions to the portfolio's profits come from the following stocks: ServiceNow, Inc - $17.44M, Trane Technologies plc - $12.16M, Alphabet Inc - $10.23M, ASML Holding N.V. New York Registry Shares - $8.39M, and AutoZone Inc - $7.42M. 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: ICON plc - $5.17M, Zoetis Inc - $4.3M, CGI Inc - $3.17M, Dynatrace, Inc - $2.88M, and ICF International Inc - $2.87M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Lavoie's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.27M earned over time. The largest contributors to dividend income include Marsh & McLennan Companies, Inc - $1.02M, Broadridge Financial Solutions, Inc - $1.02M, Intercontinental Exchange, Inc - $981,943.82, Microsoft Corp - $948,520.78, and JPMorgan Chase & Co - $745,698.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Lavoie's monthly returns?
Daniel Lavoie'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 Daniel Lavoie's strategy be considered aggressive or moderate?
Daniel Lavoie'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 Daniel Lavoie's strategy?
Daniel Lavoie'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.
