Marc Trottier Portfolio
Invests via Coerente Capital Management | Managed by Marc Trottier, Len Racioppo, Yolande Gooderham, Jean-Frand7ois Goyette, Andrew Volpe, Michael Duns, Jennifer Bent
Invests via Coerente Capital Management
Managed by Marc Trottier, Len Racioppo, Yolande Gooderham, Jean-Frand7ois Goyette, Andrew Volpe, Michael Duns, Jennifer Bent
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Marc Trottier Profile
Marc Trottier is an accomplished investor-operator with a proven track record in the technology sector. He has played pivotal roles in scaling several startups, driving innovation and operational excellence to achieve remarkable growth milestones. His expertise lies in identifying transformative opportunities within tech-focused ventures, allowing him to successfully navigate complex market landscapes. Trottier's background also includes significant experience working with venture capital firms, positioning him as a key influencer in startup financing circles. As an active participant in entrepreneurial ecosystems, he fosters strategic partnerships that enhance business expansion efforts while leveraging his network for mutual value creation.
Marc Trottier is an accomplished investor-operator with a proven track record in the technology sector. He has played pivotal roles in scaling several startups, driving innovation and operational excellence to achieve remarkable growth milestones. His expertise lies in identifying transformative opportunities within tech-focused ventures, allowing him to successfully navigate complex market landscapes. Trottier's background also includes significant experience working with venture capital firms, positioning him as a key influencer in startup financing circles. As an active participant in entrepreneurial ecosystems, he fosters strategic partnerships that enhance business expansion efforts while leveraging his network for mutual value creation.
Investment Philosophy & Strategy
Opportunity identification is central to driving impactful investments. Marc Trottier leverages his rich background in technology startups to unearth high-potential ventures poised for significant market disruption. His approach emphasizes fostering innovation through strategic collaboration, ensuring alignment between operational efficiency and growth trajectories. By closely analyzing industry trends, he navigates the intricate landscape of tech investment with a focus on scalable business models that resonate with evolving consumer demands. The goal is not only short-term returns but also long-lasting impact within entrepreneurial ecosystems.
Opportunity identification is central to driving impactful investments. Marc Trottier leverages his rich background in technology startups to unearth high-potential ventures poised for significant market disruption. His approach emphasizes fostering innovation through strategic collaboration, ensuring alignment between operational efficiency and growth trajectories. By closely analyzing industry trends, he navigates the intricate landscape of tech investment with a focus on scalable business models that resonate with evolving consumer demands. The goal is not only short-term returns but also long-lasting impact within entrepreneurial ecosystems.
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:
5.36%
Gain +4.69%
Monthly
0.23%
Yearly
2.78%
Drawdown
28.68%
$587.06M
Equity
Holdings
$587.06M
Investment
$532.06M
$78.14M
Profit +$26.07M
Realized
$22.94M
Unrealized
$55.2M
Dividends
$35.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.69%
Profit
$26.07M
Win %
68%
This Week
Compared To Last Week
Gain
5.72%
Profit
$31.77M
Win %
68%
This Month
Compared to last month
Gain
7.98%
Profit
$43.36M
Win %
68%
This Year
Compared to last year
Gain
7.94%
Profit
$43.19M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$5.02M 
GOOG Alphabet Inc
+6.88%
+$119,696.67 
GOOGL Alphabet Inc
+6.73%
+$2.79M 
MSFT Microsoft Corp.
+3.02%
+$1.57M 
NVDA NVIDIA Corporation
+2.93%
+$156,968.09 
CVX Chevron Corporation
+2.35%
+$94,016 
EOG EOG Resources, Inc.
+2.19%
+$476,142.9 
ORCL Oracle Corporation
+1.81%
+$9,401.7 
SAP SAP SE Sponsored ADR
+1.51%
+$440,060.44 
ITW Illinois Tool Works Inc.
+1.15%
+$342,728.75 
ADP Automatic Data Processing Inc.
+0.98%
+$323,217.8 
IBM International Business Machines Corporation
+0.86%
+$3,342.47 
EMR Emerson Electric Co.
+0.79%
+$9,381.08 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,975.81 
VOO Vanguard S&P 500 ETF
+0.71%
+$53,460.44 
PFE Pfizer Inc.
+0.4%
+$71,129.9 
PG Procter & Gamble Co
+0.37%
+$6,630.83 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,942.02 
OTIS Otis Worldwide Corporation
+0.36%
+$54,570.1 
MRK Merck & Co., Inc.
+0.32%
+$802.8 
JPM JPMorgan Chase & Co.
+0.27%
+$38,796.62 
JNJ Johnson & Johnson
+0.21%
+$82,925.39 
USB U.S. Bancorp
+0.17%
+$47,901.07 
CB Chubb Limited
+0.15%
+$935.45 
BDX Becton, Dickinson and Company
+0.1%
+$702.44 
WMT Walmart Inc.
+0.09%
+$960.02 
ABT Abbott Laboratories
+0.09%
+$21,582.99 
AAPL Apple Inc.
-7.35%
-$43,596.56 
IBKR Interactive Brokers Group Inc.
-2.75%
-$36,951.6 
ABBV AbbVie Inc.
-2.51%
-$27,174 
TJX The TJX Companies, Inc.
-1.21%
-$7,401.56 
IQV IQVIA Holdings Inc.
-1.17%
-$3,401.54 
XOM Exxon Mobil Corporation
-0.97%
-$14,990.94 
KMB Kimberly-Clark Corporation
-0.8%
-$1,900.8 
ULTA Ulta Beauty Inc.
-0.76%
-$153,046.13 
MA Mastercard Incorporated
-0.74%
-$4,037.5 
SBUX Starbucks Corporation
-0.57%
-$129,206.4 
PEP PepsiCo, Inc.
-0.46%
-$92,607.36 
CL Colgate-Palmolive Company
-0.33%
-$78,423.9 
TFC Truist Financial Corporation
-0.33%
-$59,273.99 
FISV Fiserv, Inc.
-0.24%
-$23,880.87 
STZ Constellation Brands, Inc.
-0.12%
-$16,802.85 
V Visa Inc. Class A
-0.04%
-$12,617.72 Events
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Dividends
Dividend Analysis
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| Trades 537 | Longs Won 377/537 70% | Profit Factor 3.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.4M |
| Average Win $733,108.19 | Best Trade (Aug 01) $25.03M | Sharpe Ratio -13.86 |
| Average Loss -$488,867.82 | Worst Trade (Aug 01) -$13.23M | Z-Score -1.67 (91.51%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $145,514.62 |
| 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% | 0.14% | 4.46% |
| Consecutive Losing Trades | 1,200 | 1,080 | 960 | 840 | 720 | 600 | 480 | 360 | 240 | 120 |
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 Marc Trottier?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $50.27M, Microsoft Corp - $27.7M, SAP SE Sponsored ADR - $14.05M, Amazon.com Inc - $12.52M, and Colgate-Palmolive Company - $9.94M. 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: Pfizer Inc - $1.04M, Fiserv, Inc - $702,237.24, Walgreens Boots Alliance Inc - $341,008.87, Ulta Beauty Inc - $255,679.35, and Otis Worldwide Corporation - $204,622.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marc Trottier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.04M earned over time. The largest contributors to dividend income include Pfizer Inc - $3.79M, Johnson & Johnson - $2.69M, PepsiCo, Inc - $2.5M, U.S. Bancorp - $2.45M, and Truist Financial Corporation - $2.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marc Trottier's monthly returns?
Marc Trottier'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 Marc Trottier's strategy be considered aggressive or moderate?
Marc Trottier'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 Marc Trottier's strategy?
Marc Trottier'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.
