Scott L. Comeau Portfolio
Invests via BCU Wealth Advisors, LLC | Managed by Scott L. Comeau
Invests via BCU Wealth Advisors, LLC
Managed by Scott L. Comeau
Automatically Tracked
Scott L. Comeau Profile
Veteran equity strategist and portfolio manager focused on small- and mid-cap growth and value opportunities in North American markets. Scott L. Comeau leads research-driven active equity portfolios with emphasis on fundamental analysis, thematic stock selection and risk-managed position sizing. Prior experience spans sell-side research, institutional portfolio management and public company advisory roles; known for integrating macro insights with bottom-up stock picking. Works with institutional clients on portfolio construction and performance attribution.
Veteran equity strategist and portfolio manager focused on small- and mid-cap growth and value opportunities in North American markets. Scott L. Comeau leads research-driven active equity portfolios with emphasis on fundamental analysis, thematic stock selection and risk-managed position sizing. Prior experience spans sell-side research, institutional portfolio management and public company advisory roles; known for integrating macro insights with bottom-up stock picking. Works with institutional clients on portfolio construction and performance attribution.
Investment Philosophy & Strategy
Research-driven investor targeting small- and mid-cap North American equities through a blend of fundamental, thematic and macro-informed stock selection. Prefers concentrated, high-conviction positions sized by risk budget and active loss limits; balances growth and value opportunities across sectors. Emphasizes rigorous due diligence, performance attribution and portfolio construction for institutional mandates, pursuing multi-quarter to multi-year horizons while managing downside with disciplined position sizing and liquidity awareness.
Research-driven investor targeting small- and mid-cap North American equities through a blend of fundamental, thematic and macro-informed stock selection. Prefers concentrated, high-conviction positions sized by risk budget and active loss limits; balances growth and value opportunities across sectors. Emphasizes rigorous due diligence, performance attribution and portfolio construction for institutional mandates, pursuing multi-quarter to multi-year horizons while managing downside with disciplined position sizing and liquidity awareness.
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:
69.19%
Gain
Monthly
1.58%
Yearly
20.7%
Drawdown
20.25%
$310.18M
Equity
Holdings
$310.18M
Investment
$248.06M
$69.76M
Profit +$11.91
Realized
$7.63M
Unrealized
$62.13M
Dividends
$11.3M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$11.91
Win %
70%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$3.05M
Win %
70%
This Month
Compared to last month
Gain
0.27%
Profit
$841,965.51
Win %
70%
This Year
Compared to last year
Gain
0.27%
Profit
$841,489.95
Win %
73%
PM Philip Morris International Inc.
+2.65%
+$11,066.4 
XOM Exxon Mobil Corporation
+2.46%
+$18,687.8 
KO The Coca-Cola Company
+2.06%
+$16,537.6 
JPM JPMorgan Chase & Co.
+1.25%
+$3,930.22 
JNJ Johnson & Johnson
+0.9%
+$3,021 
WMT Walmart Inc.
+0.8%
+$2,778.64 
ABBV AbbVie Inc.
+0.71%
+$10,413.1 
GE General Electric Company
+0.59%
+$4,245.6 
AAPL Apple Inc.
+0.43%
+$1,522.78 
DFIC Dimensional International Core Equity Market ETF
+0.37%
+$167,947.22 
DGRO iShares Core Dividend Growth ETF
+0.36%
+$1,455.16 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$3,351.78 
IGOV iShares International Treasury Bond ETF
+0.23%
+$1,369.17 
DFIP Dimensional Inflation-Protected Securities ETF
+0.2%
+$11,112.16 
ABT Abbott Laboratories
+0.19%
+$959 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$2,599.47 
TLH iShares 10-20 Year Treasury Bond ETF
+0.07%
+$1,158.22 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$8,626.88 
BINC iShares Flexible Income Active ETF
+0.02%
+$77.95 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$51.69 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
INTC Intel Corporation
-5.79%
-$15,108.24 
BAI iShares A.I. Innovation and Tech Active ETF
-4.78%
-$76,625.19 
XLK State Street Technology Select Sector SPDR ETF
-3.02%
-$10,313.16 
MTUM iShares MSCI USA Momentum Factor ETF
-2.78%
-$25,352.73 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$19,747 
BX Blackstone Inc.
-2.35%
-$7,627.76 
GOOG Alphabet Inc
-2.32%
-$8,648 
IWY iShares Russell Top 200 Growth ETF
-2.24%
-$9,182.17 
ICVT iShares Convertible Bond ETF
-2.21%
-$5,059.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.93%
-$84,257.74 
MSFT Microsoft Corp.
-1.93%
-$6,327.51 
AMZN Amazon.com Inc
-1.87%
-$6,011.88 
BAX Baxter International Inc.
-1.86%
-$9,750.72 
IEMG iShares Core MSCI Emerging Markets ETF
-1.67%
-$30,420 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.59%
-$222,481.03 
EME EMCOR Group, Inc.
-1.48%
-$3,619.71 
BLCR iShares Large Cap Core ACT ETF
-1.43%
-$24,370.75 
NVDA NVIDIA Corporation
-1.43%
-$9,089.2 
MGC Vanguard Mega Cap ETF
-1.28%
-$8,259.16 
INRO iShares U.S. Infrastructure Index ETF
-1.27%
-$8,820.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.15%
-$7,142.7 
THRO iShares U.S. Thematic Rotation Active ETF
-1.11%
-$13,180.51 
ESGU iShares ESG Aware MSCI USA ETF
-1.11%
-$4,355.23 
IVV iShares Core S&P 500 ETF
-1.09%
-$118,248.72 
SPHQ Invesco S&P 500 Quality ETF
-1.08%
-$3,703 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.08%
-$44,978.25 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.91%
-$1.31M 
QUAL iShares MSCI USA Quality Factor ETF
-0.79%
-$3,503.03 
IALT iShares Systematic Alternatives Active ETF
-0.57%
-$8,117.5 
GEV GE Vernova Inc.
-0.57%
-$3,065.4 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.56%
-$4,045.86 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$9,878.4 
CORO Ishares International Country Rotational Active ETF
-0.48%
-$5,522.11 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.43%
-$4,290.91 
CVS CVS Health Corporation
-0.24%
-$1,643.84 
IAU iShares Gold Trust
-0.17%
-$716.56 
MUB iShares National Muni Bond ETF
-0.13%
-$373.88 
VIG Vanguard Dividend Appreciation ETF
-0.12%
-$743.12 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.1%
-$393.61 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$3,045.6 
MBB iShares MBS ETF
-0.08%
-$884.17 Events
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Dividends
Dividend Analysis
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| Trades 598 | Longs Won 425/598 71% | Profit Factor 26.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $879,165.04 |
| Average Win $170,671.08 | Best Trade (Oct 17) $19.13M | Sharpe Ratio -9.09 |
| Average Loss -$16,041.51 | Worst Trade (Oct 17) -$241,262.24 | Z-Score 8.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $116,655.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,043 | $270,277.54 | $358,228.78 | - | $87,951.24 | 32.54% | +0.427% |
| ABBV AbbVie Inc. | 5,155 | $817,444.87 | $1.47M | - | $653,895.23 | 79.99% | +0.713% |
| ABT Abbott Laboratories | 4,795 | $532,447.24 | $502,899.6 | - | -$29,547.64 | -5.55% | +0.191% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,633 | $728,447 | $714,961.26 | - | -$13,485.74 | -1.85% | -0.563% |
| AMZN Amazon.com Inc | 1,263 | $232,224.47 | $315,750 | - | $83,525.53 | 35.97% | -1.868% |
| BAI iShares A.I. Innovation and Tech Active ETF | 37,017 | $1.26M | $1.53M | - | $269,091.8 | 21.39% | -4.777% |
| BAX Baxter International Inc. | 20,314 | $771,352.72 | $513,537.92 | - | -$257,814.8 | -33.42% | -1.863% |
| BINC iShares Flexible Income Active ETF | 7,795 | $408,627.75 | $395,206.5 | - | -$13,421.25 | -3.28% | +0.02% |
| BLCR iShares Large Cap Core ACT ETF | 34,325 | $1.47M | $1.68M | - | $206,760.37 | 14.06% | -1.432% |
| BND Vanguard Total Bond Market Index Fund | 5,169 | $382,593.53 | $366,068.58 | - | -$16,524.95 | -4.32% | +0.014% |
| BX Blackstone Inc. | 2,968 | $443,953.44 | $316,477.84 | - | -$127,475.6 | -28.71% | -2.353% |
| CORO Ishares International Country Rotational Active ETF | 32,483 | $1.18M | $1.15M | - | -$26,960.84 | -2.28% | -0.476% |
| CVS CVS Health Corporation | 7,472 | $588,343.27 | $690,113.92 | - | $101,770.65 | 17.3% | -0.238% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 3.19M | $105.17M | $143.05M | - | $37.89M | 36.03% | -0.907% |
| DFCF Dimensional Core Fixed Income ETF | 308,184 | $12.99M | $12.52M | - | -$474,602.57 | -3.65% | 0.0 |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 364,723 | $10.3M | $13.8M | - | $3.51M | 34.08% | -1.586% |
| DFIC Dimensional International Core Equity Market ETF | 1.2M | $33.74M | $45.31M | - | $11.57M | 34.28% | +0.372% |
| DFIP Dimensional Inflation-Protected Securities ETF | 138,902 | $5.69M | $5.5M | - | -$192,832.63 | -3.39% | +0.202% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 431,344 | $20.41M | $20.2M | - | -$210,980.04 | -1.03% | +0.043% |
| DGRO iShares Core Dividend Growth ETF | 5,197 | $309,472.57 | $409,887.39 | - | $100,414.82 | 32.45% | +0.356% |
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FAQ
Which stocks have generated the highest profits for Scott L. Comeau?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $2.91M, Dimensional International Core Equity Market ETF - $2.12M, Dimensional Short-Duration Fixed Income ETF - $1.54M, iShares Core S&P 500 ETF - $1.14M, and Dimensional Emerging Markets Core Equity 2 ETF - $1.02M. 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: Alphabet Inc - $33,933.1, Oracle Corporation - $31,192.65, Johnson & Johnson - $27,927.17, iShares MSCI Emerging Markets ex China ETF - $27,912.33, and iShares International Treasury Bond ETF - $15,014.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott L. Comeau's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.3M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.52M, Dimensional International Core Equity Market ETF - $2.01M, Dimensional Short-Duration Fixed Income ETF - $1.54M, Dimensional Core Fixed Income ETF - $1.01M, and iShares Core Universal USD Bond ETF - $660,938.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott L. Comeau's monthly returns?
Scott L. Comeau'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 Scott L. Comeau's strategy be considered aggressive or moderate?
Scott L. Comeau's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Scott L. Comeau's strategy?
Scott L. Comeau'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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