KA
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:
35.7%
Gain +0.47%
Monthly
1.06%
Yearly
13.49%
Drawdown
8.47%
$145.83M
Equity
Holdings
$145.83M
Investment
$120.89M
$65.25M
Profit +$742,006.67
Realized
$40.31M
Unrealized
$24.94M
Dividends
$7.67M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$742,006.67
Win %
61%
This Week
Compared To Last Week
Gain
0.52%
Profit
$752,778.01
Win %
61%
This Month
Compared to last month
Gain
0.58%
Profit
$838,480.95
Win %
61%
This Year
Compared to last year
Gain
1.43%
Profit
$2.45M
Win %
69%
PSLV Sprott Physical Silver Trust
+3.89%
+$13,428.8 
PHYS Sprott Physical Gold Trust
+2.72%
+$8,650 
MSFT Microsoft Corp.
+2.15%
+$6,293.38 
DFUS Dimensional U.S. Equity Market ETF
+1.81%
+$360,417.84 
AVLC Avantis U.S. Large Cap Equity ETF
+1.59%
+$130,601.25 
IVV iShares Core S&P 500 ETF
+1.54%
+$153,185.82 
BRK-B Berkshire Hathaway Inc.
+1.39%
+$30,699.81 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.33%
+$9,595.75 
CGIE Capital Group International Equity ETF
+1.05%
+$71,565.73 
RSP Invesco S&P 500 Equal Weight ETF
+0.76%
+$66,026.25 
AVDE Avantis International Equity ETF
+0.76%
+$23,117.28 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.72%
+$39,047.85 
AVLV Avantis U.S. Large Cap Value ETF
+0.66%
+$18,637.2 
DFAI Dimensional International Core Equity Market ETF
+0.57%
+$89,115.74 
DFAS Dimensional U.S. Small Cap ETF
+0.35%
+$46,737.32 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.16%
+$13,843.42 
PHYL PGIM Active High Yield Bond ETF
+0.14%
+$469.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.12%
+$13,564.2 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.12%
+$787.65 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$1,244.56 
GVI iShares Intermediate Government Bond ETF
+0.08%
+$152.32 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$593.87 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.06%
+$1,520.73 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$545.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$4,346.11 
JPST JPMorgan Ultra-Short Income ETF
+0.06%
+$547.32 
VCRB Vanguard Core Bond ETF
+0.05%
+$2,217.8 
IBTI iShares iBonds Dec 2028 Term ETF
+0.04%
+$309.09 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$91.94 
L
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 2969 | Longs Won 1232/2969 41% | Profit Factor 19.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $171,603.31 |
| Average Win $55,873.23 | Best Trade (Mar 31) $3.26M | Sharpe Ratio -12.67 |
| Average Loss -$2,063.91 | Worst Trade (Sep 29) -$208,272.05 | Z-Score -25.1 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $21,977.37 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
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