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:
84.28%
Gain -0.53%
Monthly
1.28%
Yearly
16.53%
Drawdown
22.05%
$335.25M
Equity
Holdings
$335.25M
Investment
$232.52M
$124.68M
Profit -$1.09M
Realized
$21.95M
Unrealized
$102.72M
Dividends
$15.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.09M
Win %
72%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$719,830.61
Win %
72%
This Month
Compared to last month
Gain
-1.01%
Profit
-$3.42M
Win %
72%
This Year
Compared to last year
Gain
9.53%
Profit
$29.16M
Win %
72%
PANW Palo Alto Networks, Inc.
+5.97%
+$61,421.97 
MU Micron Technology Inc.
+3.42%
+$121,014.28 
DNOW DNOW Inc.
+2.95%
+$13,670.02 
XOM ExxonMobil Holdings Corporation
+2.71%
+$20,848.52 
MRVL Marvell Technology Inc.
+2.52%
+$35,007.34 
SNPS Synopsys Inc.
+2.24%
+$26,951.59 
CACI CACI International, Inc.
+2.15%
+$43,556.5 
AMD Advanced Micro Devices Inc.
+2.11%
+$24,042.92 
NOVT Novanta Inc.
+2.04%
+$14,000.22 
TXN Texas Instruments Inc.
+1.96%
+$17,269.4 
MDB MongoDB, Inc. Class A Common Stock
+1.88%
+$17,147.61 
WMB The Williams Companies, Inc.
+1.84%
+$41,531.1 
INTC Intel Corporation
+1.84%
+$20,782.09 
AM Antero Midstream Corporation Common Stock
+1.79%
+$10,443.62 
ALLE Allegion plc
+1.78%
+$24,478.65 
CSCO Cisco Systems, Inc.
+1.62%
+$11,471.76 
CF CF Industries Holdings, Inc.
+1.61%
+$14,468.48 
ADI Analog Devices, Inc.
+1.51%
+$13,344.85 
SNDK Sandisk Corp.
+1.41%
+$66,997.14 
ALAB Astera Labs, Inc.
+1.33%
+$16,127.81 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.19%
+$5,658.12 
STX Seagate Technology Holdings plc
+1.17%
+$71,740.58 
ASML ASML Holding N.V. NY Registered Shares
+1.15%
+$20,402.51 
NTRA Natera, Inc.
+1.07%
+$28,725.84 
ARGX argenx SE American Depositary Receipt
+0.99%
+$2,491.16 
HUBB Hubbell Inc.
+0.9%
+$7,144.02 
ROK Rockwell Automation Inc.
+0.87%
+$12,402.53 
RRX Regal Rexnord Corporation
+0.87%
+$3,001.68 
VGT Vanguard Information Technology ETF
+0.75%
+$81,381.6 
MSFT Microsoft Corporation Common Stock
+0.7%
+$101,324.56 
SYK Stryker Corp.
+0.69%
+$1,625.2 
SITE SiteOne Landscape Supply, Inc.
+0.67%
+$3,933.69 
AVGO Broadcom Inc.
+0.66%
+$21,686.86 
FLS Flowserve Corporation
+0.66%
+$2,293.09 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.64%
+$6,497.89 
ITT ITT Inc.
+0.61%
+$7,405.5 
TDY Teledyne Technologies Incorporated
+0.58%
+$2,834.48 
AIQ Global X Artificial Intelligence & Technology ETF
+0.58%
+$4,131.72 
ABT Abbott Laboratories
+0.56%
+$6,882.18 
QGEN Qiagen N.V.
+0.42%
+$2,457.44 
PLD Prologis, Inc.
+0.32%
+$1,452 
FERG Ferguson Enterprises Inc.
+0.28%
+$2,127.86 
LEN Lennar Corp. Class A Common Stock
+0.28%
+$527.04 
VMI Valmont Industries, Inc.
+0.28%
+$1,207.86 
KLAC KLA Corporation
+0.25%
+$5,316.9 
RF Regions Financial Corp.
+0.21%
+$1,358.22 
IBM International Business Machines Corporation
+0.21%
+$4,019.6 
TEL TE Connectivity plc
+0.2%
+$3,250.8 
DE Deere & Company
+0.19%
+$7,584.74 
MSI Motorola Solutions, Inc.
+0.15%
+$2,051.28 
ETN Eaton Corporation plc
+0.12%
+$856.82 
VNQ Vanguard Real Estate ETF
+0.07%
+$180 
NVDA NVIDIA Corporation
+0.05%
+$1,631.23 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$204.66 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.04%
+$253.2 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$106.11 
LIN Linde plc
+0.01%
+$112.46 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
TSI TCW Strategic Income Fund, Inc.
0%
$0 AZN
AZN
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-12.27%
-$164,106.24 
TMUS T-Mobile US Inc.
-5.47%
-$153,201.82 
ACN Accenture plc
-4.16%
-$37,104.72 
AXP American Express Company
-3.62%
-$67,193.18 
WSM Williams-Sonoma, Inc.
-2.95%
-$58,959.15 
MET MetLife, Inc.
-2.82%
-$15,657.04 
LOW Lowe's Companies, Inc.
-2.81%
-$17,940 
EPAM EPAM Systems, Inc.
-2.71%
-$16,216.88 
PG The Procter & Gamble Company
-2.67%
-$33,625.57 
EXPE Expedia Group Inc.
-2.67%
-$64,118.42 
BKNG Booking Holdings Inc.
-2.65%
-$18,254.29 
WRB W. R. Berkley Corporation
-2.64%
-$16,139.55 
HD The Home Depot, Inc.
-2.63%
-$73,440.76 
RPM RPM International Inc.
-2.47%
-$20,305.9 
USFD US Foods Holding Corp.
-2.43%
-$16,174.31 
G Genpact Limited
-2.38%
-$25,762.54 
ADBE Adobe Inc.
-2.13%
-$4,108.23 
LLY Eli Lilly and Company
-1.94%
-$4,849.48 
MCD McDonald's Corporation
-1.89%
-$4,292.73 
CRM Salesforce, Inc.
-1.88%
-$20,163.47 
ICLR ICON plc
-1.84%
-$13,714.98 
KVUE Kenvue Inc.
-1.84%
-$10,836.12 
URI United Rentals Inc.
-1.81%
-$27,241.51 
VMC Vulcan Materials Co.
-1.8%
-$9,693.81 
JNJ Johnson & Johnson
-1.79%
-$31,180.74 
POST Post Holdings, Inc. Common Stock
-1.77%
-$5,878.3 
MA Mastercard Inc. Class A Common Stock
-1.71%
-$41,135.08 
BABA Alibaba Group Holding Ltd. ADR
-1.66%
-$4,071.21 
VDC Vanguard Consumer Staples ETF
-1.66%
-$22,090.72 
UBER Uber Technologies Inc.
-1.66%
-$21,434.4 
RING iShares MSCI Global Gold Miners ETF
-1.65%
-$23,178.74 
DHR Danaher Corp.
-1.61%
-$22,397.27 
MRK Merck & Co., Inc.
-1.61%
-$31,388.41 
CB Chubb Limited
-1.58%
-$30,977.28 
TPR Tapestry Inc.
-1.55%
-$36,635.46 
AIG American International Group, Inc.
-1.53%
-$8,432.79 
UNP Union Pacific Corp.
-1.53%
-$8,914.8 
BLK BlackRock, Inc.
-1.52%
-$13,472.28 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.4%
-$17,650.8 
MS Morgan Stanley Common Stock
-1.38%
-$10,617.74 
JPM JPMorgan Chase & Co.
-1.36%
-$78,343.68 
TMO Thermo Fisher Scientific Inc.
-1.34%
-$46,269.32 
IYC iShares U.S. Consumer Discretionary ETF
-1.32%
-$54,289.27 
ULS UL Solutions Inc. Class A Common Stock
-1.32%
-$3,928.5 
NVO Novo Nordisk A/S Sponsored ADR
-1.22%
-$3,223.68 
V Visa Inc. Class A
-1.22%
-$12,771.36 
CRH CRH plc Ordinary Shares
-1.21%
-$21,321.13 
MTD Mettler-Toledo International Inc.
-1.2%
-$5,428.42 
CP Canadian Pacific Kansas City Ltd.
-1.19%
-$18,758.52 
TJX The TJX Companies, Inc.
-1.18%
-$9,303.78 
C Citigroup Inc.
-1.18%
-$27,763.2 
CAE CAE Inc.
-1.16%
-$9,755.89 
ZTS Zoetis Inc. Class A Common Stock
-1.16%
-$6,878.95 
WPM Wheaton Precious Metals Corp.
-1.15%
-$10,363.46 
COST Costco Wholesale Corp
-1.1%
-$6,832.99 
ACGL Arch Capital Group Ltd.
-1.03%
-$3,614.43 
XLF State Street Financial Select Sector SPDR ETF
-1.02%
-$8,294 
BN Brookfield Corporation
-1.02%
-$2,058.03 
TRV The Travelers Companies, Inc.
-1.01%
-$6,160.8 
VFH Vanguard Financials Index Fund ETF Shares
-0.98%
-$45,049.68 
WMT Walmart Inc.
-0.94%
-$15,412.8 
GDXJ VanEck Junior Gold Miners ETF
-0.92%
-$3,517.26 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-0.91%
-$5,401.64 
SSD Simpson Manufacturing Co., Inc.
-0.91%
-$10,188.1 
ECL Ecolab Inc.
-0.88%
-$15,188.42 
SPLV Invesco S&P 500 Low Volatility ETF
-0.87%
-$24,484.68 
CVS CVS Health Corporation Common Stock
-0.86%
-$5,697.66 
XLC State Street Communication Services Select Sector SPDR ETF
-0.86%
-$34,361.9 
CHWY Chewy Inc. Class A Common Stock
-0.85%
-$1,983.6 
RSG Republic Services Inc.
-0.81%
-$5,484.45 
IXJ iShares Global Healthcare ETF
-0.78%
-$34,157.48 
UBS UBS Group AG
-0.77%
-$21,743.64 
EQIX Equinix, Inc.
-0.74%
-$4,243.06 
XLU State Street Utilities Select Sector SPDR ETF
-0.71%
-$2,042.28 
SPGI S&P Global Inc.
-0.64%
-$9,021.93 
WAB Wabtec Corporation
-0.64%
-$15,558.08 
DKNG DraftKings Inc. Class A Common Stock
-0.62%
-$3,481.79 
NVR NVR Inc.
-0.6%
-$2,548.85 
COO The Cooper Companies, Inc.
-0.58%
-$1,339.92 
BAC Bank of America Corporation
-0.56%
-$9,811.48 
PYPL PayPal Holdings, Inc.
-0.55%
-$1,879.29 
AWK American Water Works Company, Inc.
-0.55%
-$1,844.7 
TT Trane Technologies plc
-0.54%
-$3,314.51 
PAVE Global X U.S. Infrastructure Development ETF
-0.54%
-$18,632.04 
IEUR iShares Core MSCI Europe ETF
-0.53%
-$13,825.11 
IBB iShares Biotechnology ETF
-0.51%
-$3,183.15 
MDT Medtronic plc
-0.5%
-$4,680.48 
META Meta Platforms Inc Class A
-0.47%
-$15,397.82 
AVDE Avantis International Equity Fund Institutional Class
-0.47%
-$5,670.15 
VOT Vanguard Mid-Cap Growth ETF
-0.45%
-$6,633.31 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$12,192.68 
WCC WESCO International, Inc.
-0.41%
-$2,226.28 
VCLT Vanguard Long-Term Corporate Bond ETF
-0.4%
-$3,311.41 
CNP CenterPoint Energy, Inc.
-0.38%
-$2,089.71 
ESAB ESAB Corporation
-0.37%
-$1,417.25 
UNH UnitedHealth Group Inc.
-0.37%
-$1,362.64 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.35%
-$1,204.98 
SPOT Spotify Technology S.A.
-0.35%
-$9,254.63 
PRF Invesco RAFI US 1000 ETF
-0.35%
-$921.37 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$1,971.79 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.31%
-$8,243.04 
DIS The Walt Disney Company
-0.3%
-$4,155.18 
IWO iShares Russell 2000 Growth ETF
-0.3%
-$2,288 
NVT nVent Electric plc
-0.29%
-$2,650.31 
AMZN Amazon.com Inc
-0.28%
-$19,793.9 
RWR State Street SPDR Dow Jones REIT ETF
-0.28%
-$8,492.7 
AAPL Apple Inc.
-0.27%
-$35,023.8 
PRCT PROCEPT BioRobotics Corp.
-0.25%
-$5,921.92 
SCHD Schwab U.S. Dividend Equity ETF
-0.24%
-$3,376.54 
MCK McKesson Corporation
-0.23%
-$7,730.94 
AMRZ Amrize Ltd
-0.23%
-$264.87 
APP AppLovin Corporation Class A Common Stock
-0.23%
-$231.6 
GILD Gilead Sciences Inc.
-0.22%
-$911.5 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.22%
-$5,482.73 
ICE Intercontinental Exchange, Inc.
-0.2%
-$1,966.47 
SPBO State Street SPDR Portfolio Corporate Bond ETF
-0.2%
-$4,837.74 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.2%
-$11,340.57 
VOO Vanguard S&P 500 ETF
-0.19%
-$489.6 
GOOGL Alphabet Inc
-0.19%
-$19,255.26 
IOO iShares Global 100 ETF
-0.18%
-$2,917.98 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.18%
-$10,238.62 
VBK Vanguard Small-Cap Growth ETF
-0.17%
-$2,674.14 
EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF
-0.17%
-$452.8 
VXUS Vanguard Total International Stock ETF
-0.17%
-$887.6 
PWR Quanta Services, Inc.
-0.17%
-$2,361.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.17%
-$409.46 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$4,525.24 
IWB iShares Russell 1000 ETF
-0.16%
-$1,552.85 
GNRC Generac Holdings Inc.
-0.15%
-$972.38 
IJR iShares Core S&P Small-Cap ETF
-0.13%
-$1,349.92 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.11%
-$553.17 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.11%
-$1,925.28 
ABBV AbbVie Inc.
-0.1%
-$1,852.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$721.72 
GOOG Alphabet Inc
-0.1%
-$4,271.49 
NOW ServiceNow Inc.
-0.1%
-$463.05 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$5,419.14 
KWEB KraneShares CSI China Internet ETF
-0.09%
-$178.14 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$1,270.1 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.08%
-$646.31 
NFLX Netflix Inc.
-0.05%
-$706.15 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$381.56 
PGX Invesco Preferred ETF
-0.05%
-$1,350.01 
IUSG iShares Core S&P U.S. Growth ETF
-0.03%
-$2,785.2 
CLH Clean Harbors, Inc.
-0.02%
-$126.68 Events
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Dividends
Dividend Analysis
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| Trades 2558 | Longs Won 1704/2558 66% | Profit Factor 5.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,975.72 |
| Average Win $88,449.89 | Best Trade (Oct 15) $6.52M | Sharpe Ratio -13.76 |
| Average Loss -$30,495.86 | Worst Trade (Oct 19) -$5.07M | Z-Score 2.61 (99.1%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4d | Expectancy $48,739.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,660 | $5.37M | $13.08M | - | $7.71M | 143.46% | -0.267% |
| ABBV AbbVie Inc. | 6,175 | $1.08M | $1.76M | - | $675,446.21 | 62.32% | -0.105% |
| ABT Abbott Laboratories | 12,074 | $1.36M | $1.24M | - | -$116,673.36 | -8.57% | +0.556% |
| ACGL Arch Capital Group Ltd. | 3,426 | $383,300.88 | $348,201.51 | - | -$35,099.37 | -9.16% | -1.027% |
| ACN Accenture plc | 3,450 | $974,828.97 | $855,548.25 | - | -$119,280.72 | -12.24% | -4.157% |
| ADBE Adobe Inc. | 712 | $251,158 | $188,523.36 | - | -$62,634.64 | -24.94% | -2.133% |
| ADI Analog Devices, Inc. | 2,289 | $551,094.66 | $896,349.51 | - | $345,254.85 | 62.65% | +1.511% |
| AIG American International Group, Inc. | 6,640 | $337,745.29 | $542,886.4 | - | $205,141.11 | 60.74% | -1.53% |
| AIQ Global X Artificial Intelligence & Technology ETF | 11,477 | $440,213.61 | $716,509.11 | - | $276,295.5 | 62.76% | +0.58% |
| ALAB Astera Labs, Inc. | 4,702 | $833,391.44 | $1.23M | - | $395,006.06 | 47.4% | +1.33% |
| ALLE Allegion plc | 7,771 | $825,661.11 | $1.4M | - | $570,554.46 | 69.1% | +1.785% |
| AM Antero Midstream Corporation Common Stock | 28,226 | $368,195.9 | $592,181.48 | - | $223,985.58 | 60.83% | +1.795% |
| AMD Advanced Micro Devices Inc. | 2,247 | $363,542.13 | $1.17M | - | $801,819.48 | 220.56% | +2.107% |
| AMRZ Amrize Ltd | 2,943 | $159,157.44 | $115,807.05 | - | -$43,350.39 | -27.24% | -0.228% |
| AMZN Amazon.com Inc | 28,277 | $5.51M | $7.06M | - | $1.55M | 28.19% | -0.28% |
| APP AppLovin Corporation Class A Common Stock | 386 | $275,075.72 | $101,780.48 | - | -$173,295.24 | -63% | -0.227% |
| ARGX argenx SE American Depositary Receipt | 287 | $167,630.94 | $253,834.28 | - | $86,203.34 | 51.42% | +0.991% |
| ASML ASML Holding N.V. NY Registered Shares | 1,136 | $757,832.83 | $1.79M | - | $1.04M | 136.62% | +1.151% |
| AVDE Avantis International Equity Fund Institutional Class | 13,663 | $1.08M | $1.21M | - | $131,426.93 | 12.14% | -0.465% |
| AVGO Broadcom Inc. | 10,134 | $1.07M | $3.3M | - | $2.22M | 207.45% | +0.662% |
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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 - $1.45M, Alphabet Inc - $1.36M, JPMorgan Chase & Co - $1.28M, 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 Common Stock - $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 $15.92M earned over time. The largest contributors to dividend income include iShares 5-10 Year Investment Grade Corporate Bond ETF - $530,977.13, SPDR Portfolio Intermediate Term Corporate Bond ETF - $529,650.87, Vanguard Intermediate-Term Corporate Bond ETF - $522,100.57, JPMorgan Chase & Co - $413,597.5, and Invesco Preferred ETF - $390,494.85. 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.
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