XV
Xavier Volatier Portfolio
Invests via Transatlantique Private Wealth LLC | Managed by Xavier Volatier
Invests via Transatlantique Private Wealth LLC
Managed by Xavier Volatier
Automatically Tracked
Xavier Volatier Profile
Xavier Volatier is a seasoned entrepreneur recognized for his impactful leadership in technology startups. With extensive experience driving innovation, he has successfully co-founded and scaled multiple ventures, making significant contributions to the digital landscape. His adeptness in navigating complex market dynamics has established him as a thought leader within the tech community. Known for fostering collaborative environments, he excels at building teams that generate cutting-edge solutions and enhance user engagement. Xavier’s role extends beyond founding companies; his insights are invaluable for investors seeking opportunities in emerging technologies and trends.
Xavier Volatier is a seasoned entrepreneur recognized for his impactful leadership in technology startups. With extensive experience driving innovation, he has successfully co-founded and scaled multiple ventures, making significant contributions to the digital landscape. His adeptness in navigating complex market dynamics has established him as a thought leader within the tech community. Known for fostering collaborative environments, he excels at building teams that generate cutting-edge solutions and enhance user engagement. Xavier’s role extends beyond founding companies; his insights are invaluable for investors seeking opportunities in emerging technologies and trends.
Investment Philosophy & Strategy
The digital landscape presents remarkable opportunities for transformation, a domain where Xavier Volatier excels. With an entrepreneurial spirit and deep expertise in technology, he leverages his experience to identify scalable innovations poised to disrupt markets. His strategic focus emphasizes fostering collaboration among diverse talent to drive project success while meeting evolving consumer demands. By remaining attuned to technological advancements and market shifts, he positions himself at the forefront of investment potential in emerging sectors. As a proactive leader, Volatier effectively channels resources into ventures that promise both growth and significant societal impact.
The digital landscape presents remarkable opportunities for transformation, a domain where Xavier Volatier excels. With an entrepreneurial spirit and deep expertise in technology, he leverages his experience to identify scalable innovations poised to disrupt markets. His strategic focus emphasizes fostering collaboration among diverse talent to drive project success while meeting evolving consumer demands. By remaining attuned to technological advancements and market shifts, he positions himself at the forefront of investment potential in emerging sectors. As a proactive leader, Volatier effectively channels resources into ventures that promise both growth and significant societal impact.
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:
35%
Gain +1.52%
Monthly
0.8%
Yearly
10.06%
Drawdown
14.78%
$333.75M
Equity
Holdings
$333.75M
Investment
$227.41M
$126.15M
Profit +$6.2M
Realized
$19.81M
Unrealized
$106.33M
Dividends
$14.13M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.52%
Profit
$6.2M
Win %
70%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$4.95M
Win %
70%
This Month
Compared to last month
Gain
-1.07%
Profit
-$3.61M
Win %
70%
This Year
Compared to last year
Gain
8.69%
Profit
$26.68M
Win %
70%
SNDK SanDisk Corporation
+14.61%
+$904,329.58 
KLAC KLA Corporation
+13.25%
+$444,907.61 
MRVL Marvell Technology, Inc.
+11.57%
+$125,412.24 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+10.72%
+$61,646.86 
INTC Intel Corporation
+10.35%
+$151,097.95 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$184,367.39 
AMD Advanced Micro Devices, Inc.
+8.18%
+$87,219.14 
TREX Trex Company, Inc.
+8.13%
+$35,182.8 
ESAB Esab Corporation
+7.71%
+$36,224.91 
GNRC Generac Holdings Inc.
+7.1%
+$53,150.04 
FLS Flowserve Corporation
+7.05%
+$35,667.71 
GDXJ VanEck Junior Gold Miners ETF
+6.92%
+$38,827.98 
STX Seagate Technology Holdings plc
+6.2%
+$495,130.97 
BE Bloom Energy Corporation
+6.11%
+$139,610.9 
WSM Williams-Sonoma, Inc.
+5.69%
+$76,646.24 
PANW Palo Alto Networks, Inc.
+5.65%
+$45,115.58 
TXN Texas Instruments Inc
+5.61%
+$54,813.24 
RING iShares MSCI Global Gold Miners ETF
+5.49%
+$56,100.33 
AMGN Amgen Inc.
+5.28%
+$46,883.49 
CRH CRH plc
+4.92%
+$24,575 
ETN Eaton Corporation plc
+4.88%
+$33,067.88 
WPM Wheaton Precious Metals Corp.
+4.79%
+$39,206.95 
ADI Analog Devices, Inc.
+4.62%
+$56,511.18 
NVT nVent Electric plc
+4.52%
+$50,714.04 
PWR Quanta Services Inc.
+4.46%
+$72,102.32 
NOVTU Novanta Inc. 6.50% Tangible Equity Units due 2028
+4.33%
+$14,148.35 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.29%
+$22,934.58 
ARGX argenx SE American Depositary Receipt
+4.28%
+$13,915.07 
AIQ Global X Artificial Intelligence & Technology ETF
+4.11%
+$26,767.44 
AVGO Broadcom Inc.
+3.96%
+$167,621.05 
ROK Rockwell Automation, Inc.
+3.8%
+$54,020.56 
SSD Simpson Manufacturing Co., Inc.
+3.77%
+$42,332.65 
DKNG DraftKings Inc.
+3.77%
+$28,585.41 
GILD Gilead Sciences Inc.
+3.75%
+$12,275.73 
IWO iShares Russell 2000 Growth ETF
+3.52%
+$28,292 
ALLE Allegion plc
+3.5%
+$34,052.01 
TDY Teledyne Technologies Incorporated
+3.5%
+$16,521.74 
RPM RPM International Inc.
+3.45%
+$30,236.4 
ICLR ICON plc
+3.44%
+$20,467.15 
VGT Vanguard Information Technology ETF
+3.38%
+$368,964.8 
VBK Vanguard Small-Cap Growth ETF
+3.31%
+$46,736.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.29%
+$17,244.8 
PAVE Global X U.S. Infrastructure Development ETF
+3.27%
+$115,029.12 
C Citigroup Inc.
+3.19%
+$74,055.84 
IEUR iShares Core MSCI Europe ETF
+3.16%
+$75,411.18 
EFA iShares MSCI EAFE ETF
+3.14%
+$8,647.27 
TEL TE Connectivity plc
+2.95%
+$45,111.24 
AVDE Avantis International Equity ETF
+2.93%
+$13,086.6 
UBS UBS Group AG
+2.91%
+$76,170.88 
ECL Ecolab Inc.
+2.89%
+$43,577.01 
TPR Tapestry Inc.
+2.89%
+$96,967.75 
IBB iShares Biotechnology ETF
+2.87%
+$12,804.43 
VMC Vulcan Materials Company
+2.86%
+$16,442.38 
VMI Valmont Industries, Inc.
+2.84%
+$14,971.95 
WCC Wesco International Inc.
+2.84%
+$17,016.6 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.81%
+$12,343.02 
MS Morgan Stanley
+2.7%
+$31,649.76 
VOT Vanguard Mid-Cap Growth ETF
+2.66%
+$33,638.92 
TT Trane Technologies plc
+2.61%
+$19,545.58 
NVDA NVIDIA Corporation
+2.5%
+$63,260 
WAB Wabtec Corporation
+2.46%
+$54,221.83 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$15,578.67 
MDY SPDR S&P MidCap 400 ETF Trust
+2.43%
+$64,715.67 
CSCO Cisco Systems, Inc.
+2.41%
+$19,356.48 
BKNG Booking Holdings Inc.
+2.37%
+$19,690.87 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$24,675.08 
NVR NVR, Inc.
+2.37%
+$10,137.78 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+2.33%
+$18,044.65 
HD The Home Depot, Inc.
+2.31%
+$60,571.27 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$161,085.45 
BHVN Biohaven Ltd.
+2.26%
+$3,181.5 
EXPE Expedia Group, Inc.
+2.24%
+$38,533.68 
SITE SiteOne Landscape Supply Inc.
+2.19%
+$13,041.6 
LOW Lowe's Companies Inc.
+2.18%
+$15,330.56 
IUSG iShares Core S&P U.S. Growth ETF
+2.17%
+$175,958.14 
DEO Diageo plc Sponsored ADR
+2.16%
+$148,263.75 
CVS CVS Health Corporation
+2.11%
+$15,038.57 
DIS The Walt Disney Company
+1.96%
+$23,158.07 
IYC iShares U.S. Consumer Discretionary ETF
+1.93%
+$66,236.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.88%
+$4,452.11 
VO Vanguard Mid-Cap ETF
+1.84%
+$6,046.04 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.83%
+$26,926.31 
AXP American Express Company
+1.79%
+$33,544.01 
IWB iShares Russell 1000 ETF
+1.78%
+$16,890.25 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$13,770.46 
VOO Vanguard S&P 500 ETF
+1.77%
+$4,258.8 
MET MetLife Inc.
+1.74%
+$8,433 
IOO iShares Global 100 ETF
+1.74%
+$35,723.32 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$4,252.5 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+1.68%
+$9,373.59 
MRK Merck & Co., Inc.
+1.66%
+$25,448.99 
DE Deere & Company
+1.61%
+$57,672.08 
BUD Anheuser-Busch InBev S.A. ADR
+1.61%
+$20,081.34 
MDB MongoDB Inc.
+1.52%
+$10,922.67 
JPM JPMorgan Chase & Co.
+1.52%
+$81,920.06 
AMZN Amazon.com Inc
+1.48%
+$96,947.92 
AAPL Apple Inc.
+1.44%
+$159,723.57 
FERG Ferguson Enterprises Inc
+1.39%
+$5,749.81 
IBM International Business Machines Corporation
+1.38%
+$28,151.33 
USFD US Foods Holding Corp
+1.34%
+$8,091.27 
PLD Prologis Inc.
+1.33%
+$7,377.82 
IXJ iShares Global Healthcare ETF
+1.32%
+$42,169.68 
LIN Linde plc
+1.29%
+$11,871.99 
ULS Ul Solutions Inc.
+1.24%
+$5,130.4 
CACI Caci International Inc.
+1.24%
+$23,290.95 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.18%
+$8,654.62 
UBER Uber Technologies, Inc.
+1.11%
+$11,672.37 
XLC Communication Services Select Sector SPDR Fund
+1.06%
+$40,164.77 
BAC Bank of America Corporation
+1.04%
+$23,210.4 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+1.04%
+$4,163.48 
PYPL PayPal Holdings Inc
+1.03%
+$2,393.16 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$11,965.8 
MCD McDonald's Corporation
+0.97%
+$2,454.28 
URI United Rentals, Inc.
+0.89%
+$13,074.43 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$1,092 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$30,485.24 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$9,120.75 
ITT Itt Inc.
+0.81%
+$9,646.56 
XLF Financial Select Sector SPDR Fund
+0.79%
+$5,863 
ABT Abbott Laboratories
+0.77%
+$8,158.56 
UNP Union Pacific Corporation
+0.72%
+$3,281 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.7%
+$7,671.82 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$8,828.75 
CAE CAE Inc.
+0.69%
+$5,905.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$34,878.42 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$34,604.69 
SPBO SPDR Portfolio Corporate Bond ETF
+0.66%
+$14,167.54 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.64%
+$13,801.77 
PGX Invesco Preferred ETF
+0.6%
+$14,214.98 
TMUS T-Mobile US, Inc.
+0.6%
+$18,114.09 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.57%
+$7,306.58 
BLK BlackRock, Inc.
+0.53%
+$4,329.46 
KWEB KraneShares CSI China Internet ETF
+0.49%
+$1,207.57 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.47%
+$23,847.37 
EQIX Equinix, Inc.
+0.46%
+$3,024 
KMB Kimberly-Clark Corporation
+0.46%
+$1,535.43 
TRV The Travelers Companies, Inc.
+0.43%
+$2,065.72 
SPIP SPDR Portfolio TIPS ETF
+0.41%
+$1,587.81 
ZTS Zoetis Inc.
+0.37%
+$2,102.1 
MTD Mettler-Toledo International Inc.
+0.35%
+$1,186.96 
AIG American International Group Inc.
+0.33%
+$1,660 
ABBV AbbVie Inc.
+0.33%
+$3,941.25 
XLU Utilities Select Sector SPDR Fund
+0.33%
+$970.92 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$5,194.82 
MDT Medtronic plc
+0.29%
+$2,298.77 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$3,608.99 
RWR SPDR Dow Jones REIT ETF
+0.27%
+$1,350 
HUBB Hubbell Inc.
+0.27%
+$2,239.44 
JNJ Johnson & Johnson
+0.24%
+$3,455.85 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.15%
+$923.72 
VNQ Vanguard Real Estate ETF
+0.14%
+$420 
GOOG Alphabet Inc
+0.13%
+$7,851.57 
SPLV Invesco S&P 500 Low Volatility ETF
+0.12%
+$2,506.05 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$2,699 
TJX The TJX Companies, Inc.
+0.09%
+$860.25 
PAI Western Asset Investment Grade Fund
+0.04%
+$72 
MSI Motorola Solutions, Inc.
+0.03%
+$333.45 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$73.89 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$27.21 
AZN
0%
$0 
COO
0%
$0 
LEN
0%
$0 
ORCL Oracle Corporation
-8.43%
-$134,832 
PRCT Procept BioRobotics Corporation
-6.02%
-$207,263 
CHWY Chewy Inc.
-5.88%
-$12,833.35 
ADBE Adobe Inc.
-5.85%
-$24,492.38 
SPOT Spotify Technology S.A.
-3.14%
-$74,497.22 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$4,830.7 
SPGI S&P Global Inc.
-2.68%
-$34,422.96 
NOW ServiceNow, Inc.
-2.65%
-$9,106.52 
XOM Exxon Mobil Corporation
-2.63%
-$17,075.52 
BABA Alibaba Group Holding Limited SP ADR
-2.41%
-$7,166.84 
CRM Salesforce Inc
-2.16%
-$13,590.21 
CF CF Industries Holdings, Inc.
-1.99%
-$16,481.15 
CVX Chevron Corporation
-1.94%
-$4,782.24 
REDWX GreenFi Redwood Fund
-1.94%
-$875.88 
MSFT Microsoft Corp.
-1.83%
-$203,005.62 
RSG Republic Services, Inc.
-1.65%
-$10,249.2 
DHR Danaher Corporation
-1.58%
-$8,869.68 
SNPS Synopsys, Inc.
-1.57%
-$20,923.45 
AWK American Water Works Company, Inc.
-1.55%
-$4,858.84 
AMT American Tower Corporation
-1.31%
-$3,717 
FLUT Flutter Entertainment plc
-1.27%
-$4,227.08 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$29,835.17 
ACN Accenture plc Class A
-1.14%
-$5,389.32 
DNOW Dnow Inc.
-1.05%
-$4,356.38 
V Visa Inc. Class A
-0.94%
-$7,987.05 
NFLX Netflix, Inc.
-0.9%
-$17,005.2 
ICE Intercontinental Exchange, Inc.
-0.86%
-$7,393.88 
COST Costco Wholesale Corporation
-0.83%
-$4,764.7 
CLH Clean Harbors Inc.
-0.8%
-$4,417.3 
CB Chubb Limited
-0.7%
-$12,210.85 
WMB The Williams Companies, Inc.
-0.61%
-$12,099.12 
SYK Stryker Corporation
-0.56%
-$1,400.14 
POST Post Holdings Inc.
-0.48%
-$1,944 
G Genpact Ltd.
-0.47%
-$3,769.8 
META Meta Platforms Inc Class A
-0.38%
-$11,133.86 
CL Colgate-Palmolive Company
-0.37%
-$1,130.96 
MA Mastercard Incorporated
-0.3%
-$5,577.02 
UNH UnitedHealth Group Incorporated
-0.27%
-$942.69 
CP Canadian Pacific Kansas City Limited
-0.27%
-$4,164 
WMT Walmart Inc.
-0.27%
-$4,243.84 
EPAM Epam Systems Inc.
-0.25%
-$995.21 
RF-PF Regions Financial Corporation
-0.24%
-$1,382.22 
MCK McKesson Corporation
-0.24%
-$5,937.25 
AM Antero Midstream Corporation
-0.23%
-$1,411.3 
TSI TCW Strategic Income Fund Inc.
-0.22%
-$358.44 
PG Procter & Gamble Co
-0.21%
-$2,272.01 
CNP CenterPoint Energy Inc.
-0.17%
-$678.75 
VDC VANGUARD CONSUMER STAPLES ETF
-0.16%
-$1,683.02 
GOOGL Alphabet Inc
-0.1%
-$10,647.51 
ACGL Arch Capital Group Ltd
-0.06%
-$194.15 Events
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Dividends
Dividend Analysis
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| Trades 2378 | Longs Won 1537/2378 64% | Profit Factor 6.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $327,753.7 |
| Average Win $97,002.53 | Best Trade (Jun 11) $7.81M | Sharpe Ratio -11.75 |
| Average Loss -$27,285.4 | Worst Trade (Jun 11) -$4.08M | Z-Score 1.32 (81.22%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $53,047.04 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
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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