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:
11.12%
Gain +0.37%
Monthly
0.22%
Yearly
2.7%
Drawdown
28.68%
$587.1M
Equity
Holdings
$587.1M
Investment
$531.86M
$78.18M
Profit +$2.16M
Realized
$22.94M
Unrealized
$55.24M
Dividends
$35.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$2.16M
Win %
64%
This Week
Compared To Last Week
Gain
0.37%
Profit
$2.16M
Win %
64%
This Month
Compared to last month
Gain
-2.44%
Profit
-$14.65M
Win %
64%
This Year
Compared to last year
Gain
7.95%
Profit
$43.24M
Win %
63%
ULTA Ulta Beauty Inc.
+3.5%
+$743,655.63 
IBKR Interactive Brokers Group Inc.
+3.23%
+$43,481.2 
TJX The TJX Companies, Inc.
+2.43%
+$11,931.23 
MRK Merck & Co., Inc.
+2.23%
+$6,402.66 
NVDA NVIDIA Corporation
+2.21%
+$135,113.35 
GOOG Alphabet Inc
+2.14%
+$38,483.24 
AMZN Amazon.com Inc
+1.84%
+$649,740.38 
GOOGL Alphabet Inc
+1.79%
+$777,270.08 
VOO Vanguard S&P 500 ETF
+1.55%
+$119,734.67 
SPY SPDR S&P 500 ETF Trust
+1.52%
+$4,286.45 
EMR Emerson Electric Co.
+1.21%
+$14,429.25 
ORCL Oracle Corporation
+1.12%
+$6,756.2 
TFC Truist Financial Corporation
+1.1%
+$186,540.59 
MSFT Microsoft Corp.
+1.1%
+$627,555.96 
IQV IQVIA Holdings Inc.
+1.08%
+$3,536.63 
PFE Pfizer Inc.
+0.89%
+$174,268.26 
ABBV AbbVie Inc.
+0.75%
+$8,295.04 
WMT Walmart Inc.
+0.6%
+$6,144 
JPM JPMorgan Chase & Co.
+0.58%
+$83,783.78 
AAPL Apple Inc.
+0.53%
+$3,164.84 
USB U.S. Bancorp
+0.52%
+$134,995.57 
JNJ Johnson & Johnson
+0.5%
+$212,791.24 
BRK-B Berkshire Hathaway Inc.
+0.44%
+$5,925.11 
ABT Abbott Laboratories
+0.36%
+$88,730.07 
KMB Kimberly-Clark Corporation
+0.21%
+$453.6 
SAP SAP SE Sponsored ADR
+0.05%
+$16,060.6 
XOM Exxon Mobil Corporation
-2.93%
-$46,883.33 
OTIS Otis Worldwide Corporation
-2.17%
-$311,679.22 
CVX Chevron Corporation
-2.02%
-$88,087.79 
FISV Fiserv, Inc.
-1.8%
-$156,162.52 
CL Colgate-Palmolive Company
-1.54%
-$352,907.55 
EOG EOG Resources, Inc.
-1.53%
-$330,903.3 
SBUX Starbucks Corporation
-1.34%
-$275,640.32 
STZ Constellation Brands, Inc.
-0.72%
-$96,336.34 
CB Chubb Limited
-0.64%
-$3,865.35 
ITW Illinois Tool Works Inc.
-0.57%
-$161,874.48 
V Visa Inc. Class A
-0.27%
-$89,683.24 
IBM International Business Machines Corporation
-0.21%
-$857.5 
MA Mastercard Incorporated
-0.12%
-$636.49 
ADP Automatic Data Processing Inc.
-0.07%
-$24,959 
PG Procter & Gamble Co
-0.04%
-$750.66 
BDX Becton, Dickinson and Company
-0.03%
-$247.92 
PEP PepsiCo, Inc.
-0.02%
-$3,617.47 Events
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Dividends
Dividend Analysis
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| Trades 537 | Longs Won 372/537 69% | Profit Factor 3.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.45M |
| Average Win $753,826.79 | Best Trade (Aug 07) $25.24M | Sharpe Ratio -9.84 |
| Average Loss -$498,288.7 | Worst Trade (Sep 21) -$13.84M | Z-Score -2.55 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $145,594.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% | 4.95% |
| Consecutive Losing Trades | 1,178 | 1,060 | 942 | 824 | 707 | 589 | 471 | 353 | 236 | 118 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,778 | $394,947.14 | $600,803.98 | - | $205,856.84 | 52.12% | +0.53% |
| ABBV AbbVie Inc. | 4,200 | $879,984 | $1.12M | - | $236,943 | 26.93% | +0.748% |
| ABT Abbott Laboratories | 239,811 | $31.09M | $24.7M | - | -$6.39M | -20.56% | +0.361% |
| ADP Automatic Data Processing Inc. | 124,795 | $35.04M | $33.82M | - | -$1.22M | -3.48% | -0.074% |
| AMZN Amazon.com Inc | 139,131 | $26.74M | $35.95M | - | $9.21M | 34.46% | +1.841% |
| BDX Becton, Dickinson and Company | 4,132 | $714,694.68 | $747,396.16 | - | $32,701.48 | 4.58% | -0.033% |
| BRK-B Berkshire Hathaway Inc. | 2,657 | $1.37M | $1.36M | - | -$12,779.06 | -0.93% | +0.437% |
| CB Chubb Limited | 1,765 | $551,321.1 | $597,364.25 | - | $46,043.15 | 8.35% | -0.643% |
| CL Colgate-Palmolive Company | 261,413 | $24.41M | $22.51M | - | -$1.89M | -7.76% | -1.543% |
| CVX Chevron Corporation | 20,800 | $3.47M | $4.27M | - | $801,011.21 | 23.09% | -2.021% |
| EMR Emerson Electric Co. | 7,950 | $871,638 | $1.21M | - | $334,655.25 | 38.39% | +1.211% |
| EOG EOG Resources, Inc. | 149,730 | $18.9M | $21.26M | - | $2.37M | 12.52% | -1.532% |
| FISV Fiserv, Inc. | 183,699 | $25.3M | $8.51M | - | -$16.79M | -66.35% | -1.801% |
| GOOG Alphabet Inc | 5,211 | $1.32M | $1.83M | - | $511,241.1 | 38.67% | +2.144% |
| GOOGL Alphabet Inc | 124,264 | $19.22M | $44.21M | - | $25M | 130.08% | +1.789% |
| IBKR Interactive Brokers Group Inc. | 14,840 | $954,360.4 | $1.39M | - | $434,960.4 | 45.58% | +3.231% |
| IBM International Business Machines Corporation | 1,750 | $435,155 | $400,855 | - | -$34,300 | -7.88% | -0.213% |
| IQV IQVIA Holdings Inc. | 1,228 | $276,803.48 | $330,700.4 | - | $53,896.92 | 19.47% | +1.081% |
| ITW Illinois Tool Works Inc. | 105,455 | $26.18M | $28.25M | - | $2.07M | 7.9% | -0.57% |
| JNJ Johnson & Johnson | 156,463 | $25.95M | $42.46M | - | $16.5M | 63.58% | +0.504% |
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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 - $50.3M, Microsoft Corp - $27.8M, 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 Boston Scientific Corporation - $144,744. 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 $35.91M earned over time. The largest contributors to dividend income include Pfizer Inc - $3.79M, Johnson & Johnson - $2.9M, Truist Financial Corporation - $2.59M, PepsiCo, Inc - $2.5M, and U.S. Bancorp - $2.45M. 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.
