XV

Xavier Volatier Portfolio

Invests via Transatlantique Private Wealth LLC | Managed by Xavier Volatier
Invests via Transatlantique Private Wealth LLC
Managed by Xavier Volatier
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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:
74.43%
Gain +1.12%
Monthly
1.36%
Yearly
17.57%
Drawdown
22.05%
$341.32M
Equity
Holdings
$341.32M
Investment
$233.38M
$129.89M
Profit +$2.46M
Realized
$21.95M
Unrealized
$107.94M
Dividends
$15.37M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
1.12%
Profit
$2.46M
Win %
70%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$4.1M
Win %
70%
This Month
Compared to last month
Gain
-0.63%
Profit
-$2.17M
Win %
70%
This Year
Compared to last year
Gain
11.2%
Profit
$34.38M
Win %
70%
Bloom Energy Corporation logo
BE Bloom Energy Corporation
+5.86%
+$93,020.22
Eaton Corporation plc logo
ETN Eaton Corporation plc
+3.46%
+$26,960.66
Quanta Services Inc. logo
PWR Quanta Services Inc.
+3.39%
+$53,293.66
ICON plc logo
ICLR ICON plc
+3.26%
+$21,718.8
Texas Instruments Inc logo
TXN Texas Instruments Inc
+3.13%
+$25,627.57
nVent Electric plc logo
NVT nVent Electric plc
+3.09%
+$34,382.4
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+3.07%
+$43,339.4
TE Connectivity plc logo
TEL TE Connectivity plc
+2.91%
+$46,053
VanEck Junior Gold Miners ETF logo
GDXJ VanEck Junior Gold Miners ETF
+2.89%
+$13,558.47
International Business Machines Corporation logo
IBM International Business Machines Corporation
+2.86%
+$51,713.67
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+2.79%
+$70,557.64
Wesco International Inc. logo
WCC Wesco International Inc.
+2.77%
+$16,142.75
Hubbell Inc. logo
HUBB Hubbell Inc.
+2.73%
+$22,021.38
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.54%
+$18,476.64
Flowserve Corporation logo
FLS Flowserve Corporation
+2.5%
+$9,378.46
Intel Corporation logo
INTC Intel Corporation
+2.45%
+$32,496.83
Wheaton Precious Metals Corp. logo
WPM Wheaton Precious Metals Corp.
+2.34%
+$25,853.72
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+2.26%
+$70,688.25
Regal Rexnord Corporation logo
RRX Regal Rexnord Corporation
+2.2%
+$7,942.96
Salesforce Inc logo
CRM Salesforce Inc
+2.18%
+$22,646.49
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+2.1%
+$17,327.73
iShares MSCI Global Gold Miners ETF logo
RING iShares MSCI Global Gold Miners ETF
+2.08%
+$34,571.68
Generac Holdings Inc. logo
GNRC Generac Holdings Inc.
+2.06%
+$12,523.45
BlackRock, Inc. logo
BLK BlackRock, Inc.
+2.05%
+$16,994.54
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
+2.04%
+$28,716.37
Novanta Inc. logo
NOVT Novanta Inc.
+2.01%
+$14,505.53
Esab Corporation logo
ESAB Esab Corporation
+1.83%
+$7,199.63
Apple Inc. logo
AAPL Apple Inc.
+1.82%
+$223,323.42
Alphabet Inc logo
GOOGL Alphabet Inc
+1.8%
+$189,237.85
Itt Inc. logo
ITT Itt Inc.
+1.8%
+$22,930.88
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
+1.78%
+$7,223.58
Alphabet Inc logo
GOOG Alphabet Inc
+1.75%
+$77,284.79
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.74%
+$123,853.26
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.73%
+$9,672.66
Deere & Company logo
DE Deere & Company
+1.67%
+$70,438.61
Global X Robotics & Artificial Intelligence ETF logo
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.67%
+$8,414.64
ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) logo
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+1.64%
+$21,925.9
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
+1.6%
+$4,191.66
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+1.58%
+$17,841.16
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+1.55%
+$50,420.64
UBS Group AG logo
UBS UBS Group AG
+1.46%
+$47,715.31
CRH plc logo
CRH CRH plc
+1.4%
+$24,993.67
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
+1.38%
+$9,984.97
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.38%
+$83,486.41
KraneShares CSI China Internet ETF logo
KWEB KraneShares CSI China Internet ETF
+1.31%
+$2,850.24
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+1.3%
+$44,125.08
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+1.29%
+$140,817.6
Williams-Sonoma, Inc. logo
WSM Williams-Sonoma, Inc.
+1.27%
+$21,850.95
Lennar Corporation logo
LEN Lennar Corporation
+1.25%
+$2,141.1
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.25%
+$19,698.25
American Express Company logo
AXP American Express Company
+1.21%
+$22,188.62
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+1.2%
+$8,742.35
Ecolab Inc. logo
ECL Ecolab Inc.
+1.17%
+$18,807.55
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+1.15%
+$10,696.41
Allegion plc logo
ALLE Allegion plc
+1.12%
+$13,132.99
iShares Global 100 ETF logo
IOO iShares Global 100 ETF
+1.11%
+$17,844.57
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
+1.1%
+$38,927.65
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.07%
+$5,832.8
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+1.05%
+$32,429.5
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+1.04%
+$13,703.69
Valmont Industries, Inc. logo
VMI Valmont Industries, Inc.
+1.04%
+$4,855.99
argenx SE American Depositary Receipt logo
ARGX argenx SE American Depositary Receipt
+1.02%
+$2,888.74
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
+1.02%
+$19,470.98
Microsoft Corp. logo
MSFT Microsoft Corp.
+1.01%
+$138,045
CAE Inc. logo
CAE CAE Inc.
+1.01%
+$8,073.84
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+1%
+$87,965.9
Accenture plc Class A logo
ACN Accenture plc Class A
+0.98%
+$6,037.5
iShares U.S. Tech Breakthrough Multisector ETF logo
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.98%
+$9,722.97
Morgan Stanley logo
MS Morgan Stanley
+0.97%
+$8,594.32
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
+0.97%
+$23,023.04
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
+0.97%
+$12,160.07
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.96%
+$26,709.47
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.95%
+$9,448.5
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.95%
+$2,352.62
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.95%
+$2,388.59
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
+0.93%
+$7,480
Invesco FTSE RAFI US 1000 ETF logo
PRF Invesco FTSE RAFI US 1000 ETF
+0.89%
+$2,338.87
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.89%
+$4,922.6
United Rentals, Inc. logo
URI United Rentals, Inc.
+0.89%
+$11,896.06
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+0.87%
+$36,033.56
Anheuser-Busch InBev S.A. ADR logo
BUD Anheuser-Busch InBev S.A. ADR
+0.86%
+$9,855.03
Trane Technologies plc logo
TT Trane Technologies plc
+0.85%
+$5,128.65
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+0.85%
+$22,155.53
Equinix, Inc. logo
EQIX Equinix, Inc.
+0.84%
+$5,168.6
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.83%
+$5,950.56
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
+0.83%
+$13,347.06
Epam Systems Inc. logo
EPAM Epam Systems Inc.
+0.79%
+$3,903.26
Bank of America Corporation logo
BAC Bank of America Corporation
+0.78%
+$16,868.74
iShares Core MSCI Europe ETF logo
IEUR iShares Core MSCI Europe ETF
+0.78%
+$20,914.91
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.78%
+$8,434.89
Vulcan Materials Company logo
VMC Vulcan Materials Company
+0.77%
+$3,863.47
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.76%
+$13,089.38
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.75%
+$2,536.8
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
+0.74%
+$6,006
Mettler-Toledo International Inc. logo
MTD Mettler-Toledo International Inc.
+0.73%
+$2,505.74
CF Industries Holdings, Inc. logo
CF CF Industries Holdings, Inc.
+0.71%
+$7,291.2
iShares U.S. Consumer Discretionary ETF logo
IYC iShares U.S. Consumer Discretionary ETF
+0.7%
+$27,756.92
Republic Services, Inc. logo
RSG Republic Services, Inc.
+0.7%
+$4,287.36
Teledyne Technologies Incorporated logo
TDY Teledyne Technologies Incorporated
+0.69%
+$3,241.62
Brookfield Corporation logo
BN Brookfield Corporation
+0.68%
+$1,372.03
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
+0.68%
+$10,166
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
+0.67%
+$2,117.93
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.67%
+$17,774.06
Ul Solutions Inc. logo
ULS Ul Solutions Inc.
+0.64%
+$1,846.8
Citigroup Inc. logo
C Citigroup Inc.
+0.63%
+$16,870
KLA Corporation logo
KLAC KLA Corporation
+0.63%
+$15,950.84
The Walt Disney Company logo
DIS The Walt Disney Company
+0.61%
+$7,768.38
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.6%
+$14,056.68
Visa Inc. Class A logo
V Visa Inc. Class A
+0.6%
+$5,600.17
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
+0.58%
+$4,451.48
Netflix, Inc. logo
NFLX Netflix, Inc.
+0.58%
+$8,876.52
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$3,514.93
Vanguard Long-Term Corporate Bond Fund logo
VCLT Vanguard Long-Term Corporate Bond Fund
+0.55%
+$4,531.41
Dnow Inc. logo
DNOW Dnow Inc.
+0.55%
+$2,553.74
RPM International Inc. logo
RPM RPM International Inc.
+0.52%
+$4,166.35
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.51%
+$18,697.33
Linde plc logo
LIN Linde plc
+0.5%
+$4,310.2
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.47%
+$5,025
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.47%
+$21,610.55
Prologis Inc. logo
PLD Prologis Inc.
+0.44%
+$2,159.85
W.R. Berkley Corporation logo
WRB W.R. Berkley Corporation
+0.44%
+$2,507.88
Wabtec Corporation logo
WAB Wabtec Corporation
+0.43%
+$10,726.65
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+0.4%
+$2,433.6
Clean Harbors Inc. logo
CLH Clean Harbors Inc.
+0.39%
+$2,280.6
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.39%
+$1,110
CenterPoint Energy Inc. logo
CNP CenterPoint Energy Inc.
+0.38%
+$2,022.3
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$5,164.12
QIAGEN N.V. logo
QGEN QIAGEN N.V.
+0.38%
+$1,872.34
iShares Biotechnology ETF logo
IBB iShares Biotechnology ETF
+0.38%
+$2,297.3
SPDR Bloomberg Emerging Markets Local Bond ETF logo
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.36%
+$970.27
DraftKings Inc. logo
DKNG DraftKings Inc.
+0.34%
+$2,142.64
Invesco Preferred ETF logo
PGX Invesco Preferred ETF
+0.34%
+$9,450.07
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.32%
+$4,075.38
Walmart Inc. logo
WMT Walmart Inc.
+0.28%
+$4,056
Amrize Ltd. logo
AMRZ Amrize Ltd.
+0.27%
+$323.73
MetLife Inc. logo
MET MetLife Inc.
+0.26%
+$1,340.5
iShares Global Healthcare ETF logo
IXJ iShares Global Healthcare ETF
+0.26%
+$10,326.68
iShares Broad USD Investment Grade Corporate Bond ETF logo
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.25%
+$6,230.37
Expedia Group, Inc. logo
EXPE Expedia Group, Inc.
+0.24%
+$5,392.16
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.24%
+$5,092
Genpact Ltd. logo
G Genpact Ltd.
+0.23%
+$2,071.36
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$12,066.94
Invesco S&P 500 Low Volatility ETF logo
SPLV Invesco S&P 500 Low Volatility ETF
+0.2%
+$5,379.21
McKesson Corporation logo
MCK McKesson Corporation
+0.2%
+$5,740.17
SPDR Portfolio Corporate Bond ETF logo
SPBO SPDR Portfolio Corporate Bond ETF
+0.2%
+$4,837.74
iShares 5-10 Year Investment Grade Corporate Bond ETF logo
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.18%
+$10,773.76
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
+0.17%
+$468.72
Vanguard Mortgage-Backed Securities Fund logo
VMBS Vanguard Mortgage-Backed Securities Fund
+0.14%
+$1,200.29
SPDR Portfolio Intermediate Term Corporate Bond ETF logo
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.14%
+$8,128.71
Janus Henderson Mortgage-Backed Securities ETF logo
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.13%
+$928.4
VANGUARD CONSUMER STAPLES ETF logo
VDC VANGUARD CONSUMER STAPLES ETF
+0.12%
+$1,421.68
TCW Strategic Income Fund Inc. logo
TSI TCW Strategic Income Fund Inc.
+0.12%
+$168.63
Canadian Pacific Kansas City Limited logo
CP Canadian Pacific Kansas City Limited
+0.11%
+$1,736.9
NATERA INC (Common Stock) – ticker 45E logo
NTRA NATERA INC (Common Stock) – ticker 45E
+0.11%
+$2,310.12
iShares 7-10 Year Treasury Bond ETF logo
IEF iShares 7-10 Year Treasury Bond ETF
+0.1%
+$714.88
SPDR Dow Jones REIT ETF logo
RWR SPDR Dow Jones REIT ETF
+0.06%
+$1,981.63
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$977
iShares 1-5 Year Investment Grade Corporate Bond ETF logo
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$875.12
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$159.16
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$136.07
Liberty Media Corporation Series C Formula One Group Common Stock logo
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.03%
+$162.7
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
The Magnum Ice Cream Company N.V. logo
MICC The Magnum Ice Cream Company N.V.
0%
$0
AZN
AZN
0%
$0
Chewy Inc. logo
CHWY Chewy Inc.
-5.12%
-$11,275.2
SanDisk Corporation logo
SNDK SanDisk Corporation
-4.18%
-$266,406.84
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
-4.16%
-$343,933.45
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
-2.41%
-$7,118.95
Procept BioRobotics Corporation logo
PRCT Procept BioRobotics Corporation
-1.89%
-$45,005.68
Caci International Inc. logo
CACI Caci International Inc.
-1.53%
-$31,163.1
Zoetis Inc. logo
ZTS Zoetis Inc.
-1.39%
-$7,313.41
SiteOne Landscape Supply Inc. logo
SITE SiteOne Landscape Supply Inc.
-1.38%
-$7,468.31
The Cooper Companies, Inc. logo
COO The Cooper Companies, Inc.
-1.31%
-$2,642.62
Adobe Inc. logo
ADBE Adobe Inc.
-1.16%
-$2,050.56
Abbott Laboratories logo
ABT Abbott Laboratories
-1.02%
-$12,738.07
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-0.96%
-$6,523.34
American Water Works Company, Inc. logo
AWK American Water Works Company, Inc.
-0.96%
-$3,180.93
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-0.92%
-$37,155.55
US Foods Holding Corp logo
USFD US Foods Holding Corp
-0.92%
-$5,625.84
Kenvue Inc. logo
KVUE Kenvue Inc.
-0.81%
-$4,304.76
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.72%
-$2,386.74
Stryker Corporation logo
SYK Stryker Corporation
-0.58%
-$1,186.47
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-0.56%
-$4,189.5
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-0.5%
-$9,535.81
Post Holdings Inc. logo
POST Post Holdings Inc.
-0.5%
-$1,621.6
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.47%
-$6,364.8
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-0.46%
-$4,538.47
Chubb Limited logo
CB Chubb Limited
-0.38%
-$6,937.67
Medtronic plc logo
MDT Medtronic plc
-0.37%
-$3,315.34
Simpson Manufacturing Co., Inc. logo
SSD Simpson Manufacturing Co., Inc.
-0.36%
-$3,745.68
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
-0.32%
-$391.79
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.32%
-$1,215.51
Union Pacific Corporation logo
UNP Union Pacific Corporation
-0.32%
-$1,779.05
MongoDB Inc. logo
MDB MongoDB Inc.
-0.3%
-$2,832.75
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.3%
-$643.67
McDonald's Corporation logo
MCD McDonald's Corporation
-0.2%
-$449.5
NVR, Inc. logo
NVR NVR, Inc.
-0.18%
-$743.81
Synopsys, Inc. logo
SNPS Synopsys, Inc.
-0.17%
-$1,878.39
Tapestry Inc. logo
TPR Tapestry Inc.
-0.16%
-$3,932.62
CVS Health Corporation logo
CVS CVS Health Corporation
-0.13%
-$838.92
American International Group Inc. logo
AIG American International Group Inc.
-0.12%
-$597.59
Antero Midstream Corporation logo
AM Antero Midstream Corporation
-0.11%
-$705.65
Danaher Corporation logo
DHR Danaher Corporation
-0.1%
-$1,267.77
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.04%
-$200.97
Regions Financial Corporation logo
RF Regions Financial Corporation
-0.02%
-$113.19
Arch Capital Group Ltd logo
ACGL Arch Capital Group Ltd
-0.01%
-$34.26
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Dividends

Dividend Analysis

Yearly
$
Trades
2558
Longs Won
1686/2558 65%
Profit Factor
5.88
Profitability
Shorts Won
0/0 0%
Standard Deviation
$315,324.39
Average Win
$92,833.27
Best Trade
(Aug 17) $8.67M
Sharpe Ratio
-13.76
Average Loss
-$30,532.91
Worst Trade
(Aug 03) -$5.08M
Z-Score
3.13 (99.82%)
Commissions
$0
Avg. Trade Length
1y 8m 2w 4d
Expectancy
$50,778.81
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 11,236 10,112 8,989 7,865 6,742 5,618 4,494 3,371 2,247 1,124
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
37,660 $5.37M $12.52M - $7.15M 133.09%
+1.816%
AbbVie Inc. logo
ABBV AbbVie Inc.
6,175 $1.08M $1.59M - $510,573.71 47.11%
+1.251%
Abbott Laboratories logo
ABT Abbott Laboratories
12,074 $1.36M $1.24M - -$126,030.71 -9.26%
-1.021%
Arch Capital Group Ltd logo
ACGL Arch Capital Group Ltd
3,426 $383,300.88 $329,546.94 - -$53,753.94 -14.02%
-0.01%
Accenture plc Class A logo
ACN Accenture plc Class A
3,450 $974,828.97 $619,827 - -$355,001.97 -36.42%
+0.984%
Adobe Inc. logo
ADBE Adobe Inc.
712 $251,158 $175,116.4 - -$76,041.6 -30.28%
-1.157%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
2,289 $551,094.66 $844,228.98 - $293,134.32 53.19%
+2.096%
American International Group Inc. logo
AIG American International Group Inc.
6,640 $337,745.29 $497,601.6 - $159,856.31 47.33%
-0.12%
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
11,477 $440,213.61 $733,954.15 - $293,740.54 66.73%
+1.379%
ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) logo
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
4,702 $833,391.44 $1.36M - $526,394.52 63.16%
+1.639%
Allegion plc logo
ALLE Allegion plc
7,771 $825,661.11 $1.19M - $362,991.05 43.96%
+1.117%
Antero Midstream Corporation logo
AM Antero Midstream Corporation
28,226 $368,195.9 $627,887.37 - $259,691.47 70.53%
-0.112%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
2,247 $363,542.13 $1.15M - $785,888.25 216.18%
+1.577%
Amrize Ltd. logo
AMRZ Amrize Ltd.
2,943 $159,157.44 $119,338.65 - -$39,818.79 -25.02%
+0.272%
Amazon.com Inc logo
AMZN Amazon.com Inc
28,277 $5.51M $7.25M - $1.74M 31.58%
+1.739%
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
386 $275,075.72 $121,001.35 - -$154,074.37 -56.01%
-0.323%
argenx SE American Depositary Receipt logo
ARGX argenx SE American Depositary Receipt
287 $167,630.94 $285,308.22 - $117,677.28 70.2%
+1.023%
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
1,136 $757,832.83 $1.94M - $1.18M 155.52%
+1.016%
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
13,663 $1.08M $1.27M - $188,743.22 17.44%
+0.966%
Broadcom Inc. logo
AVGO Broadcom Inc.
10,134 $1.07M $3.68M - $2.6M 242.69%
+0.511%
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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 - $1.25M, 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, Diageo plc Sponsored ADR - $564,107.46, Biohaven Ltd - $467,829.18, The Estée Lauder Companies Inc. Class A - $421,456.53, and Bristol-Myers Squibb Company - $361,633.05. 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 $15.37M earned over time. The largest contributors to dividend income include iShares 5-10 Year Investment Grade Corporate Bond ETF - $530,987.34, SPDR Portfolio Intermediate Term Corporate Bond ETF - $506,382.89, Vanguard Intermediate-Term Corporate Bond Fund - $497,235.35, JPMorgan Chase & Co - $385,311.55, and Microsoft Corp - $381,326.69. 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.
Account USV