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:
63.95%
Gain -0.9%
Monthly
1.32%
Yearly
17.11%
Drawdown
21.89%
$331.59M
Equity
Holdings
$331.59M
Investment
$233.38M
$121.49M
Profit -$2.91M
Realized
$23.28M
Unrealized
$98.21M
Dividends
$14.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$2.91M
Win %
70%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.54M
Win %
70%
This Month
Compared to last month
Gain
-3.22%
Profit
-$11.02M
Win %
70%
This Year
Compared to last year
Gain
8.03%
Profit
$24.65M
Win %
70%
CHWY Chewy Inc.
+5.02%
+$10,962 
BABA Alibaba Group Holding Limited SP ADR
+4.69%
+$12,996.56 
MDB MongoDB Inc.
+3.53%
+$27,773.54 
MRVL Marvell Technology, Inc.
+3.32%
+$38,924.68 
SPOT Spotify Technology S.A.
+2.98%
+$65,034.14 
SNDK SanDisk Corporation
+2.59%
+$132,224.26 
KWEB KraneShares CSI China Internet ETF
+2.35%
+$5,611.41 
MSFT Microsoft Corp.
+2.15%
+$233,848.23 
INTC Intel Corporation
+2.12%
+$26,738.74 
AVGO Broadcom Inc.
+1.98%
+$74,332.89 
MU Micron Technology, Inc.
+1.95%
+$68,235.83 
STX Seagate Technology Holdings plc
+1.88%
+$141,850.89 
CF CF Industries Holdings, Inc.
+1.82%
+$16,784.95 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+1.8%
+$25,719.94 
CRM Salesforce Inc
+1.76%
+$12,843 
TMUS T-Mobile US, Inc.
+1.67%
+$56,656.5 
AMD Advanced Micro Devices, Inc.
+1.57%
+$17,549.05 
WRB W.R. Berkley Corporation
+1.55%
+$8,979.9 
GOOG Alphabet Inc
+1.52%
+$70,077 
GOOGL Alphabet Inc
+1.5%
+$164,774.52 
NOW ServiceNow, Inc.
+1.48%
+$4,723.11 
ICE Intercontinental Exchange, Inc.
+1.4%
+$11,620.05 
AMZN Amazon.com Inc
+1.12%
+$78,044.52 
WMB The Williams Companies, Inc.
+1.08%
+$25,238.13 
ABT Abbott Laboratories
+0.99%
+$12,074 
ACN Accenture plc Class A
+0.86%
+$4,243.5 
EPAM Epam Systems Inc.
+0.8%
+$3,040.66 
TJX The TJX Companies, Inc.
+0.79%
+$6,550.07 
AIQ Global X Artificial Intelligence & Technology ETF
+0.75%
+$5,049.88 
MA Mastercard Incorporated
+0.72%
+$14,819.92 
XOM Exxon Mobil Corporation
+0.7%
+$4,480.17 
V Visa Inc. Class A
+0.67%
+$6,106.94 
PWR Quanta Services Inc.
+0.64%
+$10,194.08 
ALLE Allegion plc
+0.63%
+$6,683.06 
POST Post Holdings Inc.
+0.51%
+$1,804.03 
ACGL Arch Capital Group Ltd
+0.47%
+$1,644.48 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.47%
+$4,376.13 
PYPL PayPal Holdings Inc
+0.46%
+$1,551.16 
ETN Eaton Corporation plc
+0.39%
+$2,970.24 
BUD Anheuser-Busch InBev S.A. ADR
+0.35%
+$4,118.52 
DNOW Dnow Inc.
+0.25%
+$1,051.54 
KVUE Kenvue Inc.
+0.24%
+$1,335.96 
NVDA NVIDIA Corporation
+0.23%
+$7,302.55 
TSI TCW Strategic Income Fund Inc.
+0.23%
+$337.27 
IUSG iShares Core S&P U.S. Growth ETF
+0.19%
+$16,247 
MDT Medtronic plc
+0.16%
+$1,267.63 
IBM International Business Machines Corporation
+0.14%
+$2,319 
CVS CVS Health Corporation
+0.14%
+$1,048.65 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$5,572.2 
VGT Vanguard Information Technology ETF
+0.12%
+$11,887.38 
CB Chubb Limited
+0.11%
+$2,097.42 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$2,498.5 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.05%
+$129.37 
AM Antero Midstream Corporation
+0.04%
+$282.26 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$106.11 
TXN Texas Instruments Inc
+0.02%
+$157.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$81.64 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$23.16 
AZN
0%
$0 
PRCT Procept BioRobotics Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BE Bloom Energy Corporation
-8.22%
-$108,625.92 
ESAB Esab Corporation
-7.62%
-$38,775.96 
NOVT Novanta Inc.
-3.47%
-$25,892.88 
RPM RPM International Inc.
-3.28%
-$27,870.05 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.18%
-$57,853.44 
URI United Rentals, Inc.
-3.11%
-$44,202.9 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-2.94%
-$19,524 
MTD Mettler-Toledo International Inc.
-2.9%
-$10,238.14 
CRH CRH plc
-2.89%
-$60,596.91 
BN Brookfield Corporation
-2.87%
-$6,596.25 
PANW Palo Alto Networks, Inc.
-2.79%
-$29,058 
LLY Eli Lilly and Company
-2.74%
-$6,171.21 
WCC Wesco International Inc.
-2.69%
-$14,906.86 
VMC Vulcan Materials Company
-2.64%
-$15,281.3 
FLS Flowserve Corporation
-2.5%
-$8,811.63 
DKNG DraftKings Inc.
-2.49%
-$16,605.46 
KLAC KLA Corporation
-2.48%
-$75,945.45 
ULS Ul Solutions Inc.
-2.43%
-$8,626.5 
MRK Merck & Co., Inc.
-2.42%
-$40,923.96 
UBS UBS Group AG
-2.31%
-$73,686.78 
USFD US Foods Holding Corp
-2.26%
-$14,064.6 
ICLR ICON plc
-2.25%
-$15,364.04 
WSM Williams-Sonoma, Inc.
-2.23%
-$39,025.03 
CP Canadian Pacific Kansas City Limited
-2.2%
-$35,780.14 
CACI Caci International Inc.
-2.14%
-$32,340.3 
AAPL Apple Inc.
-2.14%
-$269,269 
MS Morgan Stanley
-2.1%
-$18,899.12 
NFLX Netflix, Inc.
-2%
-$27,840.12 
LOW Lowe's Companies Inc.
-1.91%
-$12,464.4 
SSD Simpson Manufacturing Co., Inc.
-1.89%
-$21,395.07 
AMRZ Amrize Ltd.
-1.87%
-$2,736.99 
DE Deere & Company
-1.86%
-$69,008.64 
UNP Union Pacific Corporation
-1.85%
-$10,928.45 
WMT Walmart Inc.
-1.79%
-$27,580.8 
HD The Home Depot, Inc.
-1.71%
-$49,201.43 
IBB iShares Biotechnology ETF
-1.7%
-$9,699.69 
BLK BlackRock, Inc.
-1.7%
-$14,222 
ARGX argenx SE American Depositary Receipt
-1.67%
-$4,121.31 
JNJ Johnson & Johnson
-1.66%
-$27,218.3 
RF Regions Financial Corporation
-1.64%
-$11,771.24 
QGEN QIAGEN N.V.
-1.63%
-$7,840.41 
WAB Wabtec Corporation
-1.57%
-$36,435.06 
PLD Prologis Inc.
-1.55%
-$8,439.75 
ECL Ecolab Inc.
-1.52%
-$24,681.28 
SNPS Synopsys, Inc.
-1.51%
-$16,549.49 
TDY Teledyne Technologies Incorporated
-1.4%
-$6,945.21 
EXPE Expedia Group, Inc.
-1.37%
-$29,697.2 
BAC Bank of America Corporation
-1.35%
-$28,573.58 
NVO Novo Nordisk A/S Sponsored ADR
-1.34%
-$4,533.3 
FERG Ferguson Enterprises Inc
-1.33%
-$10,197.21 
DIS The Walt Disney Company
-1.26%
-$14,814.12 
BKNG Booking Holdings Inc.
-1.23%
-$9,533.25 
MCK McKesson Corporation
-1.22%
-$34,175.4 
LEN Lennar Corporation
-1.18%
-$2,174.04 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$31,867.68 
DHR Danaher Corporation
-1.13%
-$13,945.47 
IXJ iShares Global Healthcare ETF
-1.11%
-$43,689.8 
CSCO Cisco Systems, Inc.
-1.11%
-$8,392.32 
VMI Valmont Industries, Inc.
-1.07%
-$5,597.4 
AWK American Water Works Company, Inc.
-1.07%
-$3,405.58 
IEUR iShares Core MSCI Europe ETF
-1.06%
-$28,359.2 
ADBE Adobe Inc.
-1.06%
-$1,787.12 
MET MetLife Inc.
-1.05%
-$5,308.38 
PAVE Global X U.S. Infrastructure Development ETF
-1.02%
-$38,262.22 
UNH UnitedHealth Group Incorporated
-0.99%
-$3,633.68 
AXP American Express Company
-0.97%
-$19,621.82 
SITE SiteOne Landscape Supply Inc.
-0.89%
-$5,244.92 
AIG American International Group Inc.
-0.84%
-$4,515.2 
G Genpact Ltd.
-0.81%
-$6,473 
GILD Gilead Sciences Inc.
-0.8%
-$2,796.98 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$5,143.8 
RSG Republic Services, Inc.
-0.79%
-$4,872 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$21,439.83 
ADI Analog Devices, Inc.
-0.77%
-$6,638.1 
AVDE Avantis International Equity ETF
-0.73%
-$8,880.95 
HUBB Hubbell Inc.
-0.7%
-$6,143.84 
IWO iShares Russell 2000 Growth ETF
-0.7%
-$5,830 
MSI Motorola Solutions, Inc.
-0.7%
-$8,233.61 
IYC iShares U.S. Consumer Discretionary ETF
-0.69%
-$28,165.11 
WPM Wheaton Precious Metals Corp.
-0.67%
-$5,090.18 
ITT Itt Inc.
-0.67%
-$8,314.94 
ROK Rockwell Automation, Inc.
-0.66%
-$10,229.58 
GNRC Generac Holdings Inc.
-0.66%
-$4,761.23 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$7,162.53 
JPM JPMorgan Chase & Co.
-0.65%
-$37,886.03 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.63%
-$5,344.74 
SPLV Invesco S&P 500 Low Volatility ETF
-0.61%
-$17,436.06 
RRX Regal Rexnord Corporation
-0.59%
-$2,816.98 
NVR NVR, Inc.
-0.58%
-$2,593.02 
RING iShares MSCI Global Gold Miners ETF
-0.57%
-$6,875.05 
CAE CAE Inc.
-0.57%
-$4,709.74 
GDXJ VanEck Junior Gold Miners ETF
-0.56%
-$1,966.64 
PG Procter & Gamble Co
-0.56%
-$6,383.16 
COST Costco Wholesale Corporation
-0.54%
-$3,087.63 
SPGI S&P Global Inc.
-0.54%
-$7,544.18 
XLU Utilities Select Sector SPDR Fund
-0.53%
-$1,607.04 
VNQ Vanguard Real Estate ETF
-0.53%
-$1,589.99 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$6,753.08 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$9,724.16 
C Citigroup Inc.
-0.48%
-$11,953.79 
PGX Invesco Preferred ETF
-0.46%
-$13,500.1 
ZTS Zoetis Inc.
-0.46%
-$2,534.35 
VBK Vanguard Small-Cap Growth ETF
-0.44%
-$7,217.78 
PRF Invesco FTSE RAFI US 1000 ETF
-0.44%
-$1,134 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.44%
-$2,176.2 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.43%
-$2,433.97 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$19,615.73 
ABBV AbbVie Inc.
-0.41%
-$6,514.62 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$5,194.65 
VO Vanguard Mid-Cap ETF
-0.39%
-$1,310.68 
XLF Financial Select Sector SPDR Fund
-0.38%
-$3,074.5 
RWR SPDR Dow Jones REIT ETF
-0.37%
-$12,455.96 
UBER Uber Technologies, Inc.
-0.37%
-$5,054.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$1,902 
CNP CenterPoint Energy Inc.
-0.35%
-$2,022.3 
SPBO SPDR Portfolio Corporate Bond ETF
-0.35%
-$8,795.9 
TT Trane Technologies plc
-0.34%
-$2,196.04 
IEF iShares 7-10 Year Treasury Bond ETF
-0.32%
-$2,279.1 
MICC The Magnum Ice Cream Company N.V.
-0.29%
-$2,973.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$16,820.59 
TPR Tapestry Inc.
-0.28%
-$8,072.22 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$6,728.81 
EQIX Equinix, Inc.
-0.26%
-$1,616.69 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.25%
-$14,743.04 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.25%
-$1,856.8 
SYK Stryker Corporation
-0.24%
-$595.13 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.24%
-$2,031.26 
LIN Linde plc
-0.23%
-$2,192.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$550.93 
IWB iShares Russell 1000 ETF
-0.2%
-$1,982.85 
VOO Vanguard S&P 500 ETF
-0.17%
-$421.19 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$4,598.68 
COO The Cooper Companies, Inc.
-0.17%
-$446.64 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.15%
-$9,031.9 
TRV The Travelers Companies, Inc.
-0.14%
-$785.2 
CLH Clean Harbors Inc.
-0.11%
-$633.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$1,563.2 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$763.11 
IOO iShares Global 100 ETF
-0.09%
-$1,346.76 
TEL TE Connectivity plc
-0.07%
-$1,083.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$1,225.17 
NVT nVent Electric plc
-0.04%
-$429.78 
MCD McDonald's Corporation
-0.03%
-$71.93 
META Meta Platforms Inc Class A
-0.03%
-$805.12 
VOT Vanguard Mid-Cap Growth ETF
-0.01%
-$228.74 Events
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Dividends
Dividend Analysis
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| Trades 2558 | Longs Won 1663/2558 65% | Profit Factor 5.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $295,059.25 |
| Average Win $87,712.84 | Best Trade (Jul 22) $8.11M | Sharpe Ratio -13.76 |
| Average Loss -$27,239.02 | Worst Trade (Jul 27) -$5.26M | Z-Score 7.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $47,493.17 |
| 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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FAQ
Which stocks have generated the highest profits for Xavier Volatier?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.44M, Alphabet Inc - $1.36M, JPMorgan Chase & Co - $1.23M, Spotify Technology S.A - $1.18M, and Oracle Corporation - $1.15M. 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 - $574,112.07, Biohaven Ltd - $467,829.18, The Estée Lauder Companies Inc. Class A - $421,456.53, Block, Inc - $354,458.36, and Bristol-Myers Squibb Company - $353,847.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Xavier Volatier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.92M earned over time. The largest contributors to dividend income include iShares 5-10 Year Investment Grade Corporate Bond ETF - $480,864.4, SPDR Portfolio Intermediate Term Corporate Bond ETF - $460,139.56, Vanguard Intermediate-Term Corporate Bond Fund - $447,344.02, JPMorgan Chase & Co - $359,597.05, and Invesco Preferred ETF - $359,312.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Xavier Volatier's monthly returns?
Xavier Volatier'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 Xavier Volatier's strategy be considered aggressive or moderate?
Xavier Volatier'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 Xavier Volatier's strategy?
Xavier Volatier'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.
