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:
6.13%
Gain
Monthly
0.19%
Yearly
2.37%
Drawdown
37.96%
$298.83M
Equity
Holdings
$298.83M
Investment
$237.16M
$68.39M
Profit -$1.71M
Realized
$6.73M
Unrealized
$61.66M
Dividends
$9.92M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.71M
Win %
75%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$2M
Win %
75%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.98M
Win %
75%
This Year
Compared to last year
Gain
-0.78%
Profit
-$2.34M
Win %
77%
GEV GE Vernova Inc.
+1.7%
+$10,331.1 
JNJ Johnson & Johnson
+1.37%
+$4,548.17 
XOM Exxon Mobil Corporation
+1.32%
+$8,363.52 
ABT Abbott Laboratories
+1.3%
+$6,159.75 
GE General Electric Company
+1.13%
+$9,289.8 
PM Philip Morris International Inc.
+0.87%
+$3,466.08 
IAU iShares Gold Trust
+0.84%
+$3,133.12 
ABBV AbbVie Inc.
+0.75%
+$9,754.6 
CVS CVS Health Corporation
+0.42%
+$3,450.09 
DFIP Dimensional Inflation-Protected Securities ETF
+0.32%
+$16,567.15 
TLH iShares 10-20 Year Treasury Bond ETF
+0.3%
+$4,819.71 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.21%
+$2,165.86 
AAPL Apple Inc.
+0.2%
+$722.18 
GOVT iShares U.S. Treasury Bond ETF
+0.15%
+$2,963.49 
ICVT iShares Convertible Bond ETF
+0.12%
+$297.22 
IUSB iShares Core Universal USD Bond ETF
+0.1%
+$7,778.02 
MBB iShares MBS ETF
+0.09%
+$1,807.53 
SYSB iShares Systematic Bond ETF
+0.09%
+$182.64 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$332.54 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$7,141.43 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$2,022.32 
KO The Coca-Cola Company
-4.14%
-$30,682.44 
BAX Baxter International Inc.
-2.72%
-$13,434.06 
GOOG Alphabet Inc
-2.56%
-$9,900.7 
NVDA NVIDIA Corporation
-1.98%
-$12,546.64 
BX Blackstone Inc.
-1.69%
-$6,747.1 
MSFT Microsoft Corp.
-1.49%
-$3,769.87 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.48%
-$184,740.42 
EME EMCOR Group, Inc.
-1.44%
-$3,606.39 
INTC Intel Corporation
-1.44%
-$3,857 
IWY iShares Russell Top 200 Growth ETF
-1.29%
-$5,134.98 
IEMG iShares Core MSCI Emerging Markets ETF
-1.28%
-$29,156 
QUAL iShares MSCI USA Quality Factor ETF
-1.22%
-$5,783.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.17%
-$48,863.88 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$8,932.16 
MGC Vanguard Mega Cap ETF
-0.91%
-$5,687.66 
ESGU iShares ESG Aware MSCI USA ETF
-0.91%
-$3,489 
IVV iShares Core S&P 500 ETF
-0.86%
-$89,239.09 
AMZN Amazon.com Inc
-0.84%
-$2,715.31 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$4,911.02 
SPHQ Invesco S&P 500 Quality ETF
-0.77%
-$2,653.2 
BAI iShares A.I. Innovation and Tech Active ETF
-0.77%
-$12,310.65 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$1M 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$2,359.31 
EFG iShares MSCI EAFE Growth ETF
-0.7%
-$15,205.65 
BLCR iShares Large Cap Core ACT ETF
-0.68%
-$9,363.75 
INRO iShares U.S. Infrastructure Index ETF
-0.59%
-$6,815.09 
THRO iShares U.S. Thematic Rotation Active ETF
-0.59%
-$6,754.25 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$3,573.45 
DGRO iShares Core Dividend Growth ETF
-0.55%
-$2,243.15 
DFIC Dimensional International Core Equity Market ETF
-0.52%
-$219,231.48 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.5%
-$20,374.5 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.49%
-$1,592.16 
IVE ISHARES S&P 500 VALUE ETF
-0.43%
-$15,302.1 
WMT Walmart Inc.
-0.38%
-$1,307.24 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$4,817.52 
JPM JPMorgan Chase & Co.
-0.29%
-$930.6 
MTUM iShares MSCI USA Momentum Factor ETF
-0.2%
-$2,953.8 
IGOV iShares International Treasury Bond ETF
-0.15%
-$1,627.74 
DFAR Dimensional US Real Estate ETF
-0.13%
-$6,209.03 
IALT iShares Systematic Alternatives Active ETF
-0.12%
-$1,632.05 
MUB iShares National Muni Bond ETF
-0.08%
-$335.07 
BINC iShares Flexible Income Active ETF
-0.05%
-$198.6 Events
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Dividends
Dividend Analysis
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| Trades 537 | Longs Won 394/537 73% | Profit Factor 50.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $892,934.37 |
| Average Win $177,092.78 | Best Trade (Jul 15) $18.63M | Sharpe Ratio -12.18 |
| Average Loss -$9,683.12 | Worst Trade (Jul 15) -$303,674.38 | Z-Score 11.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 5d | Expectancy $127,355.44 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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