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

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:08 PM

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.

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.

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:

28.43%

Gain +0.33%

Monthly

0.44%

Yearly

5.44%

Drawdown

15.84%

$441M

Equity

Holdings

$441M

Investment

$393.91M

$123.85M

Profit +$1.53M

Realized

$76.76M

Unrealized

$47.09M

Dividends

$13.81M

Goals

Avg. 27.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

55%

Today

Compared To Yesterday

Gain

0.33%

Profit

$1.53M

Win %

51%

This Week

Compared To Last Week

Gain

-0.38%

Profit

-$1.68M

Win %

51%

This Month

Compared to last month

Gain

0.07%

Profit

$293,903.28

Win %

51%

This Year

Compared to last year

Gain

-9.02%

Profit

-$56.18M

Win %

52%

Gainers
Losers

KLAC KLA Corporation

+5.55%

+$641,512.96

CME CME Group Inc.

+2.8%

+$168,021

VZ Verizon Communications Inc.

+2.46%

+$127,974

JPM JPMorgan Chase & Co.

+2.3%

+$354,906.81

WELL Welltower Inc.

+1.68%

+$10,590

HUBB Hubbell Inc.

+1.61%

+$159,818.4

MCO Moody's Corporation

+1.37%

+$131,152.56

TXN Texas Instruments Inc

+1.36%

+$148,347.75

ICE Intercontinental Exchange, Inc.

+1.09%

+$122,869.53

AZO AutoZone Inc.

+1.08%

+$95,991.26

JNJ Johnson & Johnson

+1.07%

+$5,355

DT Dynatrace, Inc.

+0.97%

+$18,692.7

VLTO Veralto Corporation

+0.88%

+$49,352.38

CP Canadian Pacific Kansas City Limited

+0.87%

+$88,095.8

FNV Franco-Nevada Corporation

+0.75%

+$1,801.1

HD The Home Depot, Inc.

+0.73%

+$2,389.99

MA Mastercard Incorporated

+0.7%

+$77,722.3

DUK Duke Energy Corporation

+0.64%

+$2,385

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.64%

+$197,749.46

IDXX IDEXX Laboratories, Inc.

+0.53%

+$15,194.52

ALC Alcon Inc.

+0.53%

+$36,779.05

CHD Church & Dwight Co., Inc.

+0.51%

+$30,036.88

GOOG Alphabet Inc

+0.46%

+$123,172.2

TDY Teledyne Technologies Incorporated

+0.38%

+$57,617.42

ICFI ICF International Inc.

+0.37%

+$28,590.03

BSY Bentley Systems, Incorporated Class B

+0.33%

+$1,200

MRSH Marsh & McLennan Companies, Inc.

+0.32%

+$37,091.13

TTE TotalEnergies SE

+0.32%

+$27,947.36

CDNS Cadence Design Systems, Inc.

+0.31%

+$39,787.58

IQV IQVIA Holdings Inc.

+0.2%

+$19,285.92

MSFT Microsoft Corp.

+0.13%

+$19,581.12

BJ BJ's Wholesale Club Holdings, Inc.

+0.13%

+$21,651.72

EXPE Expedia Group, Inc.

+0.1%

+$3,077.17

CLBT Cellebrite DI Ltd.

TDBKF Toronto Dominion Bank (ON)

TU TELUS Corporation

BEP Brookfield Renewable Partners L.P.

-2.97%

-$24,150

ZTS Zoetis Inc.

-2.25%

-$75,101.37

ASML ASML Holding N.V. New York Registry Shares

-1.92%

-$472,079.29

AAPL Apple Inc.

-1.52%

-$316,579.5

AMZN Amazon.com Inc

-1.21%

-$188,246

PLNT Planet Fitness Inc.

-0.87%

-$26,172.9

TT Trane Technologies plc

-0.42%

-$79,000.69

MCK McKesson Corporation

-0.36%

-$48,683.6

SU Suncor Energy Inc.

-0.35%

-$44,075

DIS The Walt Disney Company

-0.3%

-$32,539.53

META Meta Platforms Inc Class A

-0.23%

-$21,300.34

TDG TransDigm Group Inc.

-0.14%

-$9,194.24

Events

Dividends

Dividend Analysis

No Data

Trades 568	Longs Won 310/568 54%	Profit Factor 2.41
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.25M
Average Win $682,078.67	Best Trade (Jun 11) $14.3M	Sharpe Ratio -12.32
Average Loss -$339,528.44	Worst Trade (Mar 31) -$3.22M	Z-Score -4.5 (100%)
Commissions $0	Avg. Trade Length 1y 6m 3w	Expectancy $218,038.82

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	1,299	1,169	1,039	909	779	649	519	390	260	130