Kurt Ahrens Portfolio
Invests via Mendota Financial Group LLC | Managed by Kurt M. Ahrens, Dan Gresch, Brian Hellmer
Invests via Mendota Financial Group LLC
Managed by Kurt M. Ahrens, Dan Gresch, Brian Hellmer
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Kurt Ahrens Profile
Kurt Ahrens has a dynamic professional trajectory that combines extensive operating experience with entrepreneurial ventures in technology and financial services. His expertise spans the development of innovative platforms that enhance operational efficiencies across sectors. A seasoned executive, he plays a pivotal role in steering startups toward significant growth phases while fostering collaboration among diverse teams. His strategic insights have shaped key business initiatives, reinforcing his influence within capital markets. With an impressive background anchored in both engineering and business management, Kurt stands out as a thought leader committed to advancing technological solutions.
Kurt Ahrens has a dynamic professional trajectory that combines extensive operating experience with entrepreneurial ventures in technology and financial services. His expertise spans the development of innovative platforms that enhance operational efficiencies across sectors. A seasoned executive, he plays a pivotal role in steering startups toward significant growth phases while fostering collaboration among diverse teams. His strategic insights have shaped key business initiatives, reinforcing his influence within capital markets. With an impressive background anchored in both engineering and business management, Kurt stands out as a thought leader committed to advancing technological solutions.
Investment Philosophy & Strategy
Innovation emerges as a central theme in Kurt Ahrens' investment approach, characterized by a profound understanding of the technology landscape. Leveraging his entrepreneurial background, he identifies disruptive opportunities that resonate with evolving market needs. His tenure in financial services equips him to assess and nurture high-potential startups effectively, aligning resources toward scalable solutions. Focused on collaboration and operational efficiency, he prioritizes investments that drive transformative growth within targeted sectors. This dynamic strategy reflects his belief in harnessing ingenuity to build sustainable competitive advantages.
Innovation emerges as a central theme in Kurt Ahrens' investment approach, characterized by a profound understanding of the technology landscape. Leveraging his entrepreneurial background, he identifies disruptive opportunities that resonate with evolving market needs. His tenure in financial services equips him to assess and nurture high-potential startups effectively, aligning resources toward scalable solutions. Focused on collaboration and operational efficiency, he prioritizes investments that drive transformative growth within targeted sectors. This dynamic strategy reflects his belief in harnessing ingenuity to build sustainable competitive advantages.
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:
51.56%
Gain -0.15%
Monthly
1.28%
Yearly
16.53%
Drawdown
10.78%
$162.68M
Equity
Holdings
$162.68M
Investment
$141.74M
$63.75M
Profit -$251,760.06
Realized
$42.81M
Unrealized
$20.94M
Dividends
$9.04M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$251,760.06
Win %
50%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$142,013.12
Win %
50%
This Month
Compared to last month
Gain
0.91%
Profit
$1.46M
Win %
50%
This Year
Compared to last year
Gain
0.86%
Profit
$1.39M
Win %
62%
JPM JPMorgan Chase & Co.
+0.15%
+$321.82 
PSLV Sprott Physical Silver Trust
-3.8%
-$11,760 
PHYS Sprott Physical Gold Trust
-1.46%
-$4,600 
AVSC Avantis U.S. Small Cap Equity ETF
-0.97%
-$50,775.6 
DFAS Dimensional U.S. Small Cap ETF
-0.72%
-$97,777.77 
AVLV Avantis U.S. Large Cap Value ETF
-0.56%
-$27,615.12 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.53%
-$33,750.38 
AVDE Avantis International Equity ETF
-0.51%
-$26,139.21 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.5%
-$49,584.6 
AVLC Avantis U.S. Large Cap Equity ETF
-0.46%
-$56,996.37 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.44%
-$2,511.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.44%
-$52,076.42 
DFAI Dimensional International Core Equity Market ETF
-0.43%
-$65,879.82 
CGIE Capital Group International Equity ETF
-0.42%
-$25,704.74 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.42%
-$15,927.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.41%
-$19,675.92 
IVV iShares Core S&P 500 ETF
-0.35%
-$35,787.57 
VCRB Vanguard Core Bond ETF
-0.35%
-$32,822.48 
OBDC Blue Owl Capital Corporation
-0.35%
-$401.1 
DFUS Dimensional U.S. Equity Market ETF
-0.31%
-$71,071.78 
L Loews Corporation
-0.3%
-$1,273.47 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.26%
-$1,766.11 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.24%
-$18,441.37 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.2%
-$2,807.24 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$2,007.87 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.18%
-$1,616.03 
PHYL PGIM Active High Yield Bond ETF
-0.16%
-$2,047.92 
IBTI iShares iBonds Dec 2028 Term ETF
-0.16%
-$1,102.26 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.1%
-$1,431.83 
STIP iShares 0-5 Year TIPS Bond ETF
-0.07%
-$1,591.98 
JPST JPMorgan Ultra-Short Income ETF
-0.05%
-$465.48 
MSFT Microsoft Corp.
-0.02%
-$64.99 Events
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Dividends
Dividend Analysis
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| Trades 3029 | Longs Won 1698/3029 56% | Profit Factor 12.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $169,077.5 |
| Average Win $40,742.69 | Best Trade (Oct 14) $3.3M | Sharpe Ratio -14.4 |
| Average Loss -$4,082.89 | Worst Trade (Sep 30) -$202,372.5 | Z-Score -5.34 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $21,045.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVDE Avantis International Equity ETF | 56,824 | $4.81M | $5.09M | - | $285,544.42 | 5.94% | -0.511% |
| AVLC Avantis U.S. Large Cap Equity ETF | 135,835 | $10.97M | $12.45M | - | $1.48M | 13.49% | -0.456% |
| AVLV Avantis U.S. Large Cap Value ETF | 53,106 | $4.21M | $4.91M | - | $702,071.5 | 16.67% | -0.559% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 82,318 | $5.79M | $6.39M | - | $596,284.27 | 10.3% | -0.526% |
| AVSC Avantis U.S. Small Cap Equity ETF | 74,670 | $4.46M | $5.18M | - | $717,504.72 | 16.08% | -0.971% |
| BRK-B Berkshire Hathaway Inc. | 2,159 | $666,634.41 | $1.12M | - | $455,311.53 | 68.3% | -0.179% |
| CGIE Capital Group International Equity ETF | 165,837 | $4.91M | $6.02M | - | $1.11M | 22.56% | -0.425% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 12,558 | $329,019.95 | $566,993.7 | - | $237,973.75 | 72.33% | -0.441% |
| DFAI Dimensional International Core Equity Market ETF | 365,999 | $11.41M | $15.12M | - | $3.71M | 32.48% | -0.434% |
| DFAS Dimensional U.S. Small Cap ETF | 173,058 | $11.24M | $13.45M | - | $2.21M | 19.64% | -0.722% |
| DFUS Dimensional U.S. Equity Market ETF | 273,353 | $17.27M | $23.07M | - | $5.8M | 33.56% | -0.307% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 57,273 | $1.46M | $1.43M | - | -$28,730.54 | -1.97% | -0.1% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 62,383 | $1.46M | $1.41M | - | -$43,968.35 | -3.02% | -0.198% |
| IBTI iShares iBonds Dec 2028 Term ETF | 31,493 | $704,739.86 | $688,594.44 | - | -$16,145.42 | -2.29% | -0.16% |
| IBTJ iShares iBonds Dec 2029 Term Fund | 32,111 | $704,653.26 | $680,271.53 | - | -$24,381.73 | -3.46% | -0.259% |
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 236,711 | $12.35M | $11.9M | - | -$450,882.83 | -3.65% | -0.436% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 147,531 | $7.67M | $7.54M | - | -$121,045.32 | -1.58% | -0.244% |
| IVV iShares Core S&P 500 ETF | 13,109 | $6.95M | $10.21M | - | $3.25M | 46.8% | -0.349% |
| JPM JPMorgan Chase & Co. | 631 | $206,546 | $209,454.14 | - | $2,908.14 | 1.41% | +0.154% |
| JPST JPMorgan Ultra-Short Income ETF | 18,619 | $944,416.68 | $936,256.41 | - | -$8,160.27 | -0.86% | -0.05% |
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FAQ
Which stocks have generated the highest profits for Kurt Ahrens?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $8.2M, Meta Platforms Inc Class A - $6.39M, Invesco S&P 500 Equal Weight ETF - $5.5M, Par Technology Corporation - $4.22M, and Loews Corporation - $3.78M. 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: Sprott Physical Silver Trust - $210,506.24, Akre Focus ETF - $183,431.35, Evi Industries Inc - $130,908.46, The Walt Disney Company - $129,186.08, and MGP Ingredients Inc - $88,952.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kurt Ahrens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.04M earned over time. The largest contributors to dividend income include iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.39M, Dimensional International Core Equity Market ETF - $939,438.33, iShares 1-5 Year Investment Grade Corporate Bond ETF - $870,372.22, Vanguard Mortgage-Backed Securities Fund - $788,212.21, and Invesco S&P 500 Equal Weight ETF - $756,149.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kurt Ahrens's monthly returns?
Kurt Ahrens's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kurt Ahrens's strategy be considered aggressive or moderate?
Kurt Ahrens'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 Kurt Ahrens's strategy?
Kurt Ahrens'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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