Armand Doucette Portfolio
Invests via Surience Private Wealth LLC | Managed by Armand A. Doucette
Invests via Surience Private Wealth LLC
Managed by Armand A. Doucette
Automatically Tracked
Armand Doucette Profile
With a background steeped in financial services, Armand Doucette has established himself as a pivotal figure in venture capital. His journey encompasses significant leadership roles within innovative technology firms and successful startup accelerators, where he championed disruptive business models. Beyond operational expertise, his strategic vision in identifying growth potential drives collaborative partnerships across various sectors. Known for mentoring emerging entrepreneurs, Doucette leverages an extensive network to foster the next generation of leaders while maintaining keen insights into market trends and investment opportunities. This unique blend of experience underscores his importance in shaping the future landscape of entrepreneurship.
With a background steeped in financial services, Armand Doucette has established himself as a pivotal figure in venture capital. His journey encompasses significant leadership roles within innovative technology firms and successful startup accelerators, where he championed disruptive business models. Beyond operational expertise, his strategic vision in identifying growth potential drives collaborative partnerships across various sectors. Known for mentoring emerging entrepreneurs, Doucette leverages an extensive network to foster the next generation of leaders while maintaining keen insights into market trends and investment opportunities. This unique blend of experience underscores his importance in shaping the future landscape of entrepreneurship.
Investment Philosophy & Strategy
With a keen focus on transformative opportunities, Armand Doucette excels in identifying and nurturing emerging trends within the technology sector. His extensive background empowers him to create strategic partnerships that drive innovation and business growth. By actively mentoring nascent entrepreneurs, he not only shares invaluable insights but also fosters an ecosystem conducive to breakthrough ideas. Investment strategies are guided by a forward-thinking mindset that emphasizes scalability and market disruption. This unique approach enhances his ability to capitalize on evolving dynamics while positioning investments for long-term success.
With a keen focus on transformative opportunities, Armand Doucette excels in identifying and nurturing emerging trends within the technology sector. His extensive background empowers him to create strategic partnerships that drive innovation and business growth. By actively mentoring nascent entrepreneurs, he not only shares invaluable insights but also fosters an ecosystem conducive to breakthrough ideas. Investment strategies are guided by a forward-thinking mindset that emphasizes scalability and market disruption. This unique approach enhances his ability to capitalize on evolving dynamics while positioning investments for long-term success.
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:
51.29%
Gain -0.4%
Monthly
0.52%
Yearly
6.41%
Drawdown
18.38%
$109.89M
Equity
Holdings
$109.89M
Investment
$109.79M
$16.51M
Profit -$442,392.27
Realized
$16.41M
Unrealized
$101,601.1
Dividends
$7.65M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$442,392.27
Win %
29%
This Week
Compared To Last Week
Gain
-1.61%
Profit
-$1.8M
Win %
29%
This Month
Compared to last month
Gain
-1.24%
Profit
-$1.38M
Win %
29%
This Year
Compared to last year
Gain
-3.34%
Profit
-$3.8M
Win %
43%
XLP Consumer Staples Select Sector SPDR Fund
+1.44%
+$2,934.66 
AMLP Alerian MLP ETF
+1.01%
+$2,286.95 
GEV GE Vernova Inc.
+0.98%
+$21,225.79 
CB Chubb Limited
+0.88%
+$20,838.73 
COST Costco Wholesale Corporation
+0.66%
+$1,459.35 
GIS General Mills, Inc.
+0.57%
+$16,168.32 
PHYS Sprott Physical Gold Trust
+0.37%
+$3,206.43 
SCHD Schwab U.S. Dividend Equity ETF
+0.37%
+$6,029.05 
GDX VanEck Gold Miners ETF
+0.36%
+$2,300.31 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.2%
+$6,396.73 
TLT iShares 20+ Year Treasury Bond ETF
+0.15%
+$2,392.11 
MSFT Microsoft Corp.
+0.14%
+$707.44 
TLH iShares 10-20 Year Treasury Bond ETF
+0.06%
+$1,950.3 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$142.61 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.42%
-$6,734.98 
TER Teradyne, Inc.
-2.06%
-$3,567.9 
XLV Health Care Select Sector SPDR Fund
-1.9%
-$107,579.94 
EEM iShares MSCI Emerging Markets ETF
-1.78%
-$27,774 
MS Morgan Stanley
-1.63%
-$44,356.95 
IWM iShares Russell 2000 ETF
-0.91%
-$97,548.82 
VYMI Vanguard International High Dividend Yield Index Fund
-0.79%
-$12,406.95 
PSLV Sprott Physical Silver Trust
-0.77%
-$4,278.9 
MTUM iShares MSCI USA Momentum Factor ETF
-0.71%
-$26,014.8 
XLK State Street Technology Select Sector SPDR ETF
-0.67%
-$27,987.24 
XLU Utilities Select Sector SPDR Fund
-0.63%
-$4,754.1 
QQQ Invesco QQQ Trust, Series 1
-0.57%
-$55,880.1 
ITA iShares U.S. Aerospace & Defense ETF
-0.45%
-$17,830.6 
XLRE The Real Estate Select Sector SPDR Fund
-0.42%
-$17,388.79 
PFF iShares Preferred and Income Securities ETF
-0.39%
-$3,332.24 
GOOG Alphabet Inc
-0.37%
-$11,042.76 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$32,703.68 
XLF Financial Select Sector SPDR Fund
-0.28%
-$14,691.15 
JNK SPDR Bloomberg High Yield Bond ETF
-0.19%
-$717.5 
HFSI Hartford Strategic Income ETF
-0.18%
-$1,078.08 
MUB iShares National Muni Bond ETF
-0.12%
-$1,699.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$2,072.95 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$2,404.76 
XLB Materials Select Sector SPDR Fund
-0.09%
-$2,792.07 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$1,306.89 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$773.68 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$758.49 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$674.79 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$45.48 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$58.45 Events
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Dividends
Dividend Analysis
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No Data
| Trades 453 | Longs Won 219/453 48% | Profit Factor 1.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $505,801.68 |
| Average Win $311,976.29 | Best Trade (Dec 31) $2.61M | Sharpe Ratio -8.93 |
| Average Loss -$221,432.83 | Worst Trade (Sep 30) -$3.96M | Z-Score -3.74 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 2d | Expectancy $36,440.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 3.71% |
| Consecutive Losing Trades | 496 | 447 | 397 | 347 | 298 | 248 | 199 | 149 | 99 | 50 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMLP Alerian MLP ETF | 4,315 | $227,141.6 | $228,220.35 | - | $1,078.75 | 0.47% | +1.012% |
| CB Chubb Limited | 7,064 | $2.41M | $2.39M | - | -$21,827.69 | -0.91% | +0.881% |
| COST Costco Wholesale Corporation | 235 | $132,765.6 | $222,888.1 | - | $90,122.5 | 67.88% | +0.659% |
| EEM iShares MSCI Emerging Markets ETF | 23,145 | $1.43M | $1.53M | - | $99,265.42 | 6.93% | -1.781% |
| GDX VanEck Gold Miners ETF | 7,542 | $623,258.94 | $646,839.63 | - | $23,580.69 | 3.78% | +0.357% |
| GEV GE Vernova Inc. | 2,167 | $2.55M | $2.18M | - | -$364,001.78 | -14.3% | +0.982% |
| GIS General Mills, Inc. | 89,824 | $3.13M | $2.87M | - | -$255,998.4 | -8.19% | +0.567% |
| GOOG Alphabet Inc | 8,609 | $3.04M | $2.98M | - | -$62,352.31 | -2.05% | -0.369% |
| HFSI Hartford Strategic Income ETF | 17,968 | $637,503.64 | $602,017.84 | - | -$35,485.8 | -5.57% | -0.179% |
| IEF iShares 7-10 Year Treasury Bond ETF | 20,137 | $1.92M | $1.79M | - | -$122,293.92 | -6.38% | -0.073% |
| IEI iShares 3-7 Year Treasury Bond ETF | 20,911 | $2.47M | $2.37M | - | -$99,206.89 | -4.02% | -0.101% |
| ITA iShares U.S. Aerospace & Defense ETF | 19,487 | $4.72M | $3.95M | - | -$774,315.95 | -16.39% | -0.449% |
| IWM iShares Russell 2000 ETF | 38,557 | $10.37M | $10.61M | - | $240,116.55 | 2.32% | -0.911% |
| JNK SPDR Bloomberg High Yield Bond ETF | 4,100 | $401,360.48 | $379,598.5 | - | -$21,761.98 | -5.42% | -0.189% |
| MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 34,779 | $3.5M | $3.49M | - | -$8,268.87 | -0.24% | 0.0 |
| MS Morgan Stanley | 14,355 | $3M | $2.68M | - | -$321,839 | -10.73% | -1.629% |
| MSFT Microsoft Corp. | 956 | $353,882.52 | $507,158 | - | $153,275.48 | 43.31% | +0.14% |
| MTUM iShares MSCI USA Momentum Factor ETF | 11,410 | $3.91M | $3.65M | - | -$258,892.79 | -6.62% | -0.707% |
| MUB iShares National Muni Bond ETF | 14,161 | $1.5M | $1.42M | - | -$82,169.75 | -5.46% | -0.119% |
| PFF iShares Preferred and Income Securities ETF | 28,976 | $883,478.24 | $847,692.88 | - | -$35,785.36 | -4.05% | -0.392% |
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FAQ
Which stocks have generated the highest profits for Armand Doucette?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $6.11M, Robinhood Markets, Inc - $2.79M, VanEck Semiconductor ETF - $2.41M, Invesco S&P 500 Momentum ETF - $1.74M, and Schwab U.S. Dividend Equity ETF - $1.73M. 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: SPDR S&P Retail ETF - $1.79M, Netflix, Inc - $1.53M, Tesla, Inc - $1.26M, SPDR S&P 500 ETF Trust - $1.17M, and Palo Alto Networks, Inc - $1.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Armand Doucette's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.65M earned over time. The largest contributors to dividend income include SPDR Bloomberg Short Term High Yield Bond ETF - $811,872.72, SPDR S&P 500 ETF Trust - $427,250.22, ProShares Short S&P500 - $363,834.65, iShares TIPS Bond ETF - $298,078.98, and iShares Russell 2000 ETF - $278,557.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Armand Doucette's monthly returns?
Armand Doucette'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 Armand Doucette's strategy be considered aggressive or moderate?
Armand Doucette'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 Armand Doucette's strategy?
Armand Doucette'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.
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