Somerville Kurt F Portfolio
Invests via Somerville Kurt F
Invests via Somerville Kurt F
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Somerville Kurt F Profile
With a notable trajectory in entrepreneurship and investment, Kurt F. Somerville exemplifies the multifaceted nature of a modern investor-operator. He has cultivated extensive expertise through his involvement in diverse sectors, providing strategic insight into market dynamics and growth opportunities. His leadership extends beyond traditional investing; it encompasses operational management within various enterprises, underscoring his role as a catalyst for innovation and performance enhancement. The depth of his experience positions him as an influential figure across financial markets, particularly in fostering emerging ventures poised for scale.
With a notable trajectory in entrepreneurship and investment, Kurt F. Somerville exemplifies the multifaceted nature of a modern investor-operator. He has cultivated extensive expertise through his involvement in diverse sectors, providing strategic insight into market dynamics and growth opportunities. His leadership extends beyond traditional investing; it encompasses operational management within various enterprises, underscoring his role as a catalyst for innovation and performance enhancement. The depth of his experience positions him as an influential figure across financial markets, particularly in fostering emerging ventures poised for scale.
Investment Philosophy & Strategy
Through a unique lens on emerging opportunities, Kurt F. Somerville channels his entrepreneurial acumen into investment strategies that emphasize growth potential and operational excellence. His approach integrates hands-on management with astute market analysis, enabling him to identify high-impact ventures ready for significant scalability. With a history rooted in diverse sectors, he navigates the complexities of business dynamics effectively while championing innovation as a means to enhance value creation. This leadership mindset not only informs his investments but also drives transformational outcomes within the organizations he engages with.
Through a unique lens on emerging opportunities, Kurt F. Somerville channels his entrepreneurial acumen into investment strategies that emphasize growth potential and operational excellence. His approach integrates hands-on management with astute market analysis, enabling him to identify high-impact ventures ready for significant scalability. With a history rooted in diverse sectors, he navigates the complexities of business dynamics effectively while championing innovation as a means to enhance value creation. This leadership mindset not only informs his investments but also drives transformational outcomes within the organizations he engages with.
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:
0.8%
Gain 0%
Monthly
-0.04%
Yearly
-0.5%
Drawdown
12.06%
$9.01B
Equity
Holdings
$9.01B
Investment
$10.15B
-$1.14B
Profit +$31,870.33
Realized
-$0
Unrealized
-$1.14B
Dividends
$50.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.003%
Profit
$31,870.33
Win %
70%
This Week
Compared To Last Week
Gain
0.01%
Profit
$447,827.86
Win %
70%
This Month
Compared to last month
Gain
0.03%
Profit
$2.77M
Win %
70%
This Year
Compared to last year
Gain
0.42%
Profit
$37.82M
Win %
70%
IP International Paper Company
+6.93%
+$18,931.46 
LLY Eli Lilly and Company
+4.61%
+$525,645.45 
ORCL Oracle Corporation
+2.85%
+$56,730 
WFC Wells Fargo & Company
+2.36%
+$21,392 
IBM International Business Machines Corporation
+2.33%
+$120,865.72 
DIS The Walt Disney Company
+2.16%
+$74,583.47 
USB U.S. Bancorp
+2.04%
+$27,025 
DOW Dow Inc.
+1.73%
+$4,565.2 
MSFT Microsoft Corp.
+1.27%
+$451,992.28 
PFE Pfizer Inc.
+1.27%
+$17,147.03 
DD DuPont de Nemours, Inc.
+1.26%
+$20,854.27 
GE General Electric Company
+0.97%
+$25,491.99 
UNP Union Pacific Corporation
+0.68%
+$34,920.18 
PG Procter & Gamble Co
+0.49%
+$30,109.68 
KO The Coca-Cola Company
+0.46%
+$19,817.28 
PEP PepsiCo, Inc.
+0.41%
+$11,736.3 
VZ Verizon Communications Inc.
+0.36%
+$2,354.68 
STT State Street Corp
+0.27%
+$21,060.58 
NOK Nokia Corporation Sponsored ADR
+0.05%
+$168 
CDNMF EGR Exploration Ltd.
0%
$0 
GCI Gannett Co., Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
MNI McClatchy Co-The
0%
$0 RX
RX
0%
$0 L
L
0%
$0 KRB
KRB
0%
$0 WYE
WYE
0%
$0 RD
RD
0%
$0 CMCS
CMCSK
0%
$0 EMC
EMC
0%
$0 4495
449536101
0%
$0 SEPR
SEPR
0%
$0 SLE
SLE
0%
$0 0326
032654AD7
0%
$0 JP
JP
0%
$0 HPQ
HPQ
0%
$0 EV
EV
0%
$0 
CSCO Cisco Systems, Inc.
-3.89%
-$221,830.96 
INTC Intel Corporation
-3.74%
-$536,733.83 
KOPN Kopin Corporation
-3.14%
-$10,905 
FCEL FuelCell Energy, Inc.
-2.93%
-$2.64 
HP Helmerich & Payne Inc.
-2.62%
-$33,380.5 
CVX Chevron Corporation
-1.38%
-$157,803.78 
XOM Exxon Mobil Corporation
-1.38%
-$396,508.87 
JNJ Johnson & Johnson
-0.37%
-$58,616.52 
MRK Merck & Co., Inc.
-0.25%
-$26,041.96 
EMR Emerson Electric Co.
-0.13%
-$11,696.27 Events
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Dividends
Dividend Analysis
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| Trades 47 | Longs Won 25/47 53% | Profit Factor 0.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $114.72M |
| Average Win $6.2M | Best Trade (Oct 15) $34.36M | Sharpe Ratio -340.07 |
| Average Loss -$58.8M | Worst Trade (Oct 14) -$712.75M | Z-Score 0.32 (25.45%) |
| Commissions $0 | Avg. Trade Length 23y 9m 3w 3d | Expectancy -$24.23M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 153 | 138 | 123 | 107 | 92 | 77 | 61 | 46 | 31 | 15 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0326 032654AD7 | 975,000 | $968.91M | $968.91M | - | - | - | 0.0 |
| 4495 449536101 | 27,850 | $1.19B | $1.19B | - | - | - | 0.0 |
| CDNMF EGR Exploration Ltd. | 28.55 | $712.75M | $2.86 | - | -$712.75M | -100% | 0.0 |
| CMCS CMCSK | 9,948 | $224.72M | $224.72M | - | - | - | 0.0 |
| CSCO Cisco Systems, Inc. | 50,188 | $657,462.8 | $5.48M | - | $4.82M | 733.74% | -3.889% |
| CVX Chevron Corporation | 51,402 | $1.71M | $11.26M | - | $9.55M | 558.75% | -1.383% |
| DD DuPont de Nemours, Inc. | 12,873.01 | $684,123.07 | $1.67M | - | $990,655.12 | 144.81% | +1.261% |
| DIS The Walt Disney Company | 31,670.26 | $509,416.16 | $3.53M | - | $3.02M | 592.23% | +2.161% |
| DOW Dow Inc. | 9,040 | $268.49M | $268,442.8 | - | -$268.22M | -99.9% | +1.73% |
| EMC EMC | 82,916 | $509.1M | $509.1M | - | - | - | 0.0 |
| EMR Emerson Electric Co. | 55,696 | $1.42M | $8.96M | - | $7.54M | 532.6% | -0.13% |
| EV EV | 9,000 | $254.25M | $254.25M | - | - | - | 0.0 |
| FCEL FuelCell Energy, Inc. | 6.37 | $183,564.5 | $87.57 | - | -$183,476.93 | -99.95% | -2.931% |
| GCI Gannett Co., Inc. | 2,850 | $204.63M | $204.63M | - | - | - | 0.0 |
| GE General Electric Company | 8,525.75 | $994,920.92 | $2.64M | - | $1.65M | 165.66% | +0.974% |
| HP Helmerich & Payne Inc. | 33,050 | $461,378 | $1.24M | - | $780,641 | 169.2% | -2.617% |
| HPQ HPQ | 13,379 | $232.26M | $232.26M | - | - | - | 0.0 |
| IBM International Business Machines Corporation | 22,719.12 | $1.68M | $5.3M | - | $3.61M | 214.74% | +2.335% |
| INTC Intel Corporation | 146,249 | $2.28M | $13.81M | - | $11.54M | 506.62% | -3.74% |
| IP International Paper Company | 8,566.27 | $279,757.31 | $292,195.54 | - | $12,438.23 | 4.45% | +6.928% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Somerville Kurt F?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $9.86M, Chevron Corporation - $4.8M, Johnson & Johnson - $4.38M, General Electric Company - $4.28M, and Merck & Co., Inc - $3.19M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Somerville Kurt F's portfolio generate?
The portfolio generates substantial dividend income, with a total of $50.51M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $9.86M, Chevron Corporation - $4.8M, Johnson & Johnson - $4.38M, General Electric Company - $4.28M, and Merck & Co., Inc - $3.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Somerville Kurt F's monthly returns?
Somerville Kurt F's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Somerville Kurt F's strategy be considered aggressive or moderate?
Somerville Kurt F's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Somerville Kurt F's strategy?
Somerville Kurt F's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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