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
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:
34.85%
Gain -0.91%
Monthly
0.63%
Yearly
7.86%
Drawdown
20.95%
$393.71M
Equity
Holdings
$393.71M
Investment
$351.87M
$122.45M
Profit -$4.45M
Realized
$80.61M
Unrealized
$41.84M
Dividends
$14.73M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$4.45M
Win %
62%
This Week
Compared To Last Week
Gain
-1.45%
Profit
-$5.77M
Win %
62%
This Month
Compared to last month
Gain
-1.22%
Profit
-$4.85M
Win %
62%
This Year
Compared to last year
Gain
0.26%
Profit
-$108,636.76
Win %
57%
SN SharkNinja, Inc.
+8.28%
+$357,660.48 
DIS The Walt Disney Company
+3.65%
+$276,913 
TT Trane Technologies plc
+2.4%
+$407,990.52 
HUBB Hubbell Inc.
+2.26%
+$213,487.4 
MCK McKesson Corporation
+2.25%
+$215,782.55 
IHG Intercontinental Hotels Group PLC ADR
+2.17%
+$181,937.14 
CCJ Cameco Corporation
+1.59%
+$78,959.69 
TD The Toronto-Dominion Bank
+1.47%
+$146,058.88 
BJ BJ's Wholesale Club Holdings, Inc.
+1.17%
+$95,313.24 
HD The Home Depot, Inc.
+1.06%
+$3,690.01 
AAPL Apple Inc.
+0.52%
+$99,706.76 
MCO Moody's Corporation
+0.32%
+$18,148.74 
TU TELUS Corporation
+0.32%
+$1,106.04 
VLTO Veralto Corporation
+0.17%
+$9,572 
AMZN Amazon.com Inc
0%
$0 
AZO AutoZone Inc.
0%
$0 
BEP Brookfield Renewable Partners L.P.
0%
$0 
CGNX Cognex Corporation
0%
$0 
CME CME Group Inc.
0%
$0 
DT Dynatrace, Inc.
0%
$0 
EVR Evercore Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
MA Mastercard Incorporated
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
SHOP Shopify Inc.
0%
$0 
SU Suncor Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
CLBT Cellebrite DI Ltd.
-6.53%
-$281,559.77 
VIK Viking Holdings Ltd
-2.95%
-$206,962.96 
CHD Church & Dwight Co., Inc.
-2.9%
-$278,605.02 
FNV Franco-Nevada Corporation
-2.71%
-$6,902.28 
TDG TransDigm Group Inc.
-2.38%
-$138,441.82 
TXN Texas Instruments Inc
-2.08%
-$147,791.37 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$380,841.48 
CP Canadian Pacific Kansas City Limited
-1.92%
-$205,706.28 
XEL Xcel Energy Inc.
-1.15%
-$53,209.54 
MSFT Microsoft Corp.
-1.09%
-$167,128.65 
CDNS Cadence Design Systems, Inc.
-1.04%
-$59,778.33 
DUK Duke Energy Corporation
-0.87%
-$3,240 
ALC Alcon Inc.
-0.62%
-$17,827.92 
IDXX IDEXX Laboratories, Inc.
-0.56%
-$20,409.63 
TDY Teledyne Technologies Incorporated
-0.15%
-$18,889.35 Events
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Dividends
Dividend Analysis
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| Trades 616 | Longs Won 348/616 56% | Profit Factor 2.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $605,554.12 | Best Trade (Aug 14) $11.77M | Sharpe Ratio -9.29 |
| Average Loss -$329,401.95 | Worst Trade (Mar 31) -$3.22M | Z-Score -0.93 (64.64%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 6d | Expectancy $198,787.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,195 | 1,075 | 956 | 836 | 717 | 597 | 478 | 358 | 239 | 119 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,547 | $16.73M | $19.14M | - | $2.41M | 14.4% | +0.524% |
| ALC Alcon Inc. | 40,518 | $3.58M | $2.86M | - | -$718,384.14 | -20.08% | -0.62% |
| AMZN Amazon.com Inc | 56,734 | $12.36M | $15.74M | - | $3.38M | 27.33% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 11,311 | $7.96M | $18.98M | - | $11.02M | 138.47% | -1.967% |
| AZO AutoZone Inc. | 2,520 | $6.5M | $7.63M | - | $1.13M | 17.32% | 0.0 |
| BEP Brookfield Renewable Partners L.P. | 23,000 | $673,470 | $759,920.02 | - | $86,450.02 | 12.84% | 0.0 |
| BJ BJ's Wholesale Club Holdings, Inc. | 84,348 | $6.65M | $8.25M | - | $1.59M | 23.95% | +1.169% |
| CCJ Cameco Corporation | 53,351 | $5.43M | $5.05M | - | -$388,928.79 | -7.16% | +1.59% |
| CDNS Cadence Design Systems, Inc. | 16,839 | $5.05M | $5.68M | - | $625,216.75 | 12.38% | -1.042% |
| CGNX Cognex Corporation | 140,667 | $9.2M | $10.06M | - | $859,475.37 | 9.34% | 0.0 |
| CHD Church & Dwight Co., Inc. | 93,179 | $8.81M | $9.32M | - | $509,878.46 | 5.79% | -2.903% |
| CLBT Cellebrite DI Ltd. | 273,359 | $4.93M | $4.03M | - | -$896,617.52 | -18.19% | -6.527% |
| CME CME Group Inc. | 23,655 | $6.73M | $6.21M | - | -$513,058.2 | -7.63% | 0.0 |
| CP Canadian Pacific Kansas City Limited | 118,222 | $9.19M | $10.51M | - | $1.32M | 14.4% | -1.92% |
| DIS The Walt Disney Company | 77,350 | $7.45M | $7.87M | - | $416,143 | 5.58% | +3.646% |
| DT Dynatrace, Inc. | 117,096 | $5.4M | $5.35M | - | -$50,322.52 | -0.93% | 0.0 |
| DUK Duke Energy Corporation | 3,000 | $300,690 | $369,570 | - | $68,880 | 22.91% | -0.869% |
| EVR Evercore Inc. | 34,369 | $11.73M | $10.99M | - | -$746,150.65 | -6.36% | 0.0 |
| FNV Franco-Nevada Corporation | 1,162 | $287,072.1 | $247,413.04 | - | -$39,659.06 | -13.82% | -2.714% |
| GOOG Alphabet Inc | 67,916 | $8.51M | $25.49M | - | $16.99M | 199.72% | 0.0 |
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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 - $12.67M, Alphabet Inc - $11.78M, ASML Holding N.V. New York Registry Shares - $10.57M, and AutoZone Inc - $7.83M. 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: ICF International Inc - $7.86M, Zoetis Inc - $6.64M, ICON plc - $5.17M, CGI Inc - $3.17M, and Dynatrace, Inc - $2.88M. 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 $14.73M earned over time. The largest contributors to dividend income include Marsh & McLennan Companies, Inc - $1.06M, Broadridge Financial Solutions, Inc - $1.04M, Intercontinental Exchange, Inc - $981,943.82, Microsoft Corp - $976,948.27, and JPMorgan Chase & Co - $814,035.9. 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.
