SC
Scott Connell Portfolio
Invests via L Inc.LUDEN MANAGEMENT Ltd. | Managed by Scott Connell
Invests via L Inc.LUDEN MANAGEMENT Ltd.
Managed by Scott Connell
Automatically Tracked
Scott Connell Profile
With a robust career in corporate strategy and leadership, Scott Connell has positioned himself as a pivotal figure in the realm of private equity. His experience spans various sectors, where he has effectively driven growth initiatives and value creation within portfolio companies. Over his career, Connell has played an instrumental role in mergers and acquisitions that have significantly enhanced market positions. Known for his analytical acumen, he bridges operational excellence with strategic foresight to unlock potential in business models across industries. Additionally, his collaborative approach fosters strong relationships among stakeholders to advance shared objectives.
With a robust career in corporate strategy and leadership, Scott Connell has positioned himself as a pivotal figure in the realm of private equity. His experience spans various sectors, where he has effectively driven growth initiatives and value creation within portfolio companies. Over his career, Connell has played an instrumental role in mergers and acquisitions that have significantly enhanced market positions. Known for his analytical acumen, he bridges operational excellence with strategic foresight to unlock potential in business models across industries. Additionally, his collaborative approach fosters strong relationships among stakeholders to advance shared objectives.
Investment Philosophy & Strategy
Innovation plays a critical role in Scott Connell's approach to investing, where he seeks opportunities that leverage technological advancements for competitive differentiation. His keen insight into operational frameworks allows him to identify businesses with scalable models capable of rapid growth. By focusing on transformative sectors, he aims to build a diversified portfolio that aligns with emerging market trends and consumer demand shifts. The strategic direction is further characterized by a disciplined evaluation of potential synergies in acquisition targets, ensuring maximized value creation across investments.
Innovation plays a critical role in Scott Connell's approach to investing, where he seeks opportunities that leverage technological advancements for competitive differentiation. His keen insight into operational frameworks allows him to identify businesses with scalable models capable of rapid growth. By focusing on transformative sectors, he aims to build a diversified portfolio that aligns with emerging market trends and consumer demand shifts. The strategic direction is further characterized by a disciplined evaluation of potential synergies in acquisition targets, ensuring maximized value creation across investments.
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:
57.91%
Gain +0.06%
Monthly
0.34%
Yearly
4.15%
Drawdown
30.77%
$720.85M
Equity
Holdings
$720.85M
Investment
$520.5M
$619.65M
Profit +$411,789.29
Realized
$419.3M
Unrealized
$200.35M
Dividends
$520.59M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.06%
Profit
$411,789.29
Win %
66%
This Week
Compared To Last Week
Gain
-2.29%
Profit
-$16.88M
Win %
66%
This Month
Compared to last month
Gain
-2.61%
Profit
-$19.32M
Win %
66%
This Year
Compared to last year
Gain
1.26%
Profit
$8.98M
Win %
69%
SU Suncor Energy Inc.
+2.06%
+$564,087.42 
EOG EOG Resources, Inc.
+1.69%
+$92,096.64 
TRP TC Energy Corporation
+1.44%
+$521,140.22 
CNQ Canadian Natural Resources Limited
+1.26%
+$334,737 
SHEL Shell plc
+1.24%
+$59,104.32 
DSGX The Descartes Systems Group Inc.
+1.18%
+$31,603.21 
JNJ Johnson & Johnson
+1.01%
+$25,102.64 
AHR American Healthcare REIT, Inc.
+0.99%
+$27,946.47 
J Jacobs Solutions Inc.
+0.7%
+$72,383.12 
WMT Walmart Inc.
+0.69%
+$32,808.44 
C Citigroup Inc.
+0.66%
+$32,036.37 
MFC Manulife Financial Corporation
+0.6%
+$126,962.29 
MAA Mid-America Apartment Communities, Inc.
+0.54%
+$6,862.08 
TMO Thermo Fisher Scientific Inc.
+0.53%
+$58,586.63 
WELL Welltower Inc.
+0.52%
+$21,384.3 
PFE Pfizer Inc.
+0.48%
+$40,782.42 
SAP SAP SE Sponsored ADR
+0.45%
+$14,440.28 
BAC Bank of America Corporation
+0.4%
+$30,070.35 
MS Morgan Stanley
+0.36%
+$20,297.65 
TJX The TJX Companies, Inc.
+0.31%
+$8,687.49 
V Visa Inc. Class A
+0.28%
+$26,326.8 
JPM JPMorgan Chase & Co.
+0.14%
+$8,981.28 
MSFT Microsoft Corp.
+0.1%
+$11,488.36 
TRNO Terreno Realty Corporation
+0.09%
+$3,809.94 
CSCO Cisco Systems, Inc.
+0.07%
+$5,545.6 
COST Costco Wholesale Corporation
+0.01%
+$373.62 
AVB AvalonBay Communities, Inc.
0%
$0 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 BAM
BAM
0%
$0 8010
80108N105
0%
$0 
GLW Corning Incorporated
-3.56%
-$3,402.32 
GOOGL Alphabet Inc
-2.89%
-$337,596.48 
GIL Gildan Activewear Inc.
-2.72%
-$75,799.04 
TSCO Tractor Supply Company
-1.89%
-$79,562.38 
RMR RMR Group Inc.
-1.68%
-$94,250 
HD The Home Depot, Inc.
-1.56%
-$75,817.45 
FSV FirstService Corporation
-1.54%
-$138,005.58 
RCI Rogers Communications Inc.
-1.4%
-$34,464.4 
TU TELUS Corporation
-1.28%
-$214,667.53 
BEPC Brookfield Renewable Corporation
-1.23%
-$465.09 
DEO Diageo plc Sponsored ADR
-1.15%
-$96,430.76 
BEP Brookfield Renewable Partners L.P.
-1.14%
-$143,488.5 
BCE BCE Inc.
-1.06%
-$332,525.49 
MGA Magna International Inc.
-1.02%
-$173,108 
BIP Brookfield Infrastructure Partners L.P.
-1.01%
-$238,566.96 
BXP Boston Properties, Inc.
-0.98%
-$7,447.86 
UNH UnitedHealth Group Incorporated
-0.87%
-$73,414.25 
BN Brookfield Corporation
-0.81%
-$134,131.07 
QSR Restaurant Brands International Inc.
-0.77%
-$198,416.94 
EQIX Equinix, Inc.
-0.75%
-$31,450.32 
EXR Extra Space Storage Inc.
-0.48%
-$8,016.7 
DIS The Walt Disney Company
-0.43%
-$23,193 
AMT American Tower Corporation
-0.4%
-$33,007.64 
TD The Toronto-Dominion Bank
-0.37%
-$237,094.65 
ING ING Groep N.V. Sponsored ADR
-0.34%
-$26,182.12 
SPG Simon Property Group, Inc.
-0.28%
-$3,791.46 
USB U.S. Bancorp
-0.27%
-$22,255.2 
CM Canadian Imperial Bank of Commerce
-0.26%
-$64,941 
RY Royal Bank of Canada
-0.21%
-$137,386.29 
VZ Verizon Communications Inc.
-0.16%
-$8,141.55 
BNS Bank of Nova Scotia
-0.12%
-$52,764.99 
GSK GSK plc Sponsored ADR
-0.12%
-$3,444 
CIGI Colliers International Group Inc.
-0.09%
-$4,381.2 
GIB CGI Inc.
-0.04%
-$12,524.07 
FRT Federal Realty Investment Trust
-0.01%
-$368.88 Events
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Dividends
Dividend Analysis
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| Trades 5450 | Longs Won 3379/5450 62% | Profit Factor 1.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.26M |
| Average Win $424,698.3 | Best Trade (Sep 29) $24.09M | Sharpe Ratio -144.58 |
| Average Loss -$393,723.82 | Worst Trade (Mar 31) -$15.88M | Z-Score -4.85 (100%) |
| Commissions $0 | Avg. Trade Length 2y 12m 2d | Expectancy $113,697.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,832 | 1,648 | 1,465 | 1,282 | 1,099 | 916 | 733 | 549 | 366 | 183 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8010 80108N105 | 77,164 | $3,863.62 | $3,292 | - | -$571.62 | -14.79% | 0.0 |
| AHR American Healthcare REIT, Inc. | 54,797 | $2.68M | $2.86M | - | $181,093.45 | 6.76% | +0.987% |
| AMT American Tower Corporation | 47,493 | $9.44M | $8.29M | - | -$1.15M | -12.17% | -0.397% |
| AVB AvalonBay Communities, Inc. | 11,699 | $2.23M | $2.15M | - | -$79,028.59 | -3.54% | 0.0 |
| BAC Bank of America Corporation | 133,646 | $3.71M | $7.54M | - | $3.83M | 103.43% | +0.4% |
| BAM BAM | 43,179 | $1,949.38 | $2,747 | - | $797.62 | 40.92% | 0.0 |
| BCE BCE Inc. | 1.45M | $49.65M | $31.04M | - | -$18.61M | -37.48% | -1.06% |
| BEP Brookfield Renewable Partners L.P. | 422,025 | $9.79M | $12.42M | - | $2.63M | 26.91% | -1.142% |
| BEPC Brookfield Renewable Corporation | 1,257 | $34,768.62 | $37,244.91 | - | $2,476.29 | 7.12% | -1.233% |
| BIP Brookfield Infrastructure Partners L.P. | 662,686 | $23.07M | $23.47M | - | $406,027.73 | 1.76% | -1.006% |
| BN Brookfield Corporation | 439,774 | $10.7M | $16.51M | - | $5.81M | 54.26% | -0.806% |
| BNS Bank of Nova Scotia | 458,826 | $22.5M | $43.1M | - | $20.6M | 91.54% | -0.122% |
| BXP Boston Properties, Inc. | 11,822 | $879,083.92 | $752,824.96 | - | -$126,258.96 | -14.36% | -0.98% |
| BYDGF Boyd Group Services Inc. | 41,310 | $8,002.55 | $5,548 | - | -$2,454.55 | -30.67% | 0.0 |
| C Citigroup Inc. | 36,613 | $2.72M | $4.88M | - | $2.16M | 79.66% | +0.661% |
| CDNMF EGR Exploration Ltd. | 324,110 | $4,541.59 | $32,411 | - | $27,869.41 | 613.65% | 0.0 |
| CIGI Colliers International Group Inc. | 54,765 | $6.21M | $5.06M | - | -$1.15M | -18.58% | -0.087% |
| CM Canadian Imperial Bank of Commerce | 220,139 | $9.93M | $25.2M | - | $15.27M | 153.81% | -0.257% |
| CNQ Canadian Natural Resources Limited | 557,895 | $17.93M | $26.99M | - | $9.06M | 50.54% | +1.256% |
| COST Costco Wholesale Corporation | 5,345 | $2.99M | $4.81M | - | $1.82M | 60.98% | +0.008% |
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FAQ
Which stocks have generated the highest profits for Scott Connell?
The largest contributions to the portfolio's profits come from the following stocks: Royal Bank of Canada - $113.35M, The Toronto-Dominion Bank - $110.76M, Magna International Inc - $67.25M, BCE Inc - $59.12M, and Rogers Communications Inc - $48.77M. 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: TLM - $55.55M, Encana Corp - $49.82M, BBRY - $44.69M, Cenovus Energy Inc - $38.74M, and GOLD - $20.64M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Connell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $520.59M earned over time. The largest contributors to dividend income include Royal Bank of Canada - $47.23M, The Toronto-Dominion Bank - $46.37M, BCE Inc - $42.77M, Bank of Nova Scotia - $40.37M, and Manulife Financial Corporation - $24.88M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Connell's monthly returns?
Scott Connell's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Scott Connell's strategy be considered aggressive or moderate?
Scott Connell's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Scott Connell's strategy?
Scott Connell's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
