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:
49.42%
Gain +0.19%
Monthly
1.4%
Yearly
18.23%
Drawdown
10.78%
$163.31M
Equity
Holdings
$163.31M
Investment
$137.55M
$67.34M
Profit +$251,977.98
Realized
$41.57M
Unrealized
$25.77M
Dividends
$8.5M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$251,977.98
Win %
55%
This Week
Compared To Last Week
Gain
1.54%
Profit
$2.47M
Win %
55%
This Month
Compared to last month
Gain
1.54%
Profit
$2.47M
Win %
55%
This Year
Compared to last year
Gain
1.38%
Profit
$2.22M
Win %
64%
MSFT Microsoft Corp.
+3.02%
+$9,915.36 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$154,734.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$67,563.52 
AVLC Avantis U.S. Large Cap Equity ETF
+0.46%
+$44,628.09 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,949.46 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,403.2 
JPM JPMorgan Chase & Co.
+0.27%
+$593.14 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$5,830.8 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PSLV Sprott Physical Silver Trust
-1.98%
-$6,080 
PHYS Sprott Physical Gold Trust
-1.61%
-$5,000 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$6,440.88 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$101,033.46 
IWM iShares Russell 2000 ETF
-0.47%
-$931.29 
AVDE Avantis International Equity ETF
-0.46%
-$19,297.32 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$38,731.12 
L Loews Corporation
-0.31%
-$1,943.64 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.29%
-$20,450.22 
VCRB Vanguard Core Bond ETF
-0.25%
-$20,969.52 
LSCC Lattice Semiconductor Corporation
-0.21%
-$390 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$5,758.6 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$25,733.12 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$11,936.38 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$8,364.84 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.12%
-$795.17 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$13,815.96 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,059.55 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$311.98 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$616.7 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$573.44 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$566.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$2,923.32 
CGIE Capital Group International Equity ETF
-0.03%
-$1,815.24 Events
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Dividends
Dividend Analysis
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| Trades 3000 | Longs Won 1688/3000 56% | Profit Factor 16.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $174,263.85 |
| Average Win $42,419.04 | Best Trade (Aug 05) $3.38M | Sharpe Ratio -14.74 |
| Average Loss -$3,249.8 | Worst Trade (Sep 30) -$202,372.5 | Z-Score -13.36 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $22,446.54 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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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 - $8.11M, Meta Platforms Inc Class A - $6.39M, Invesco S&P 500 Equal Weight ETF - $4.95M, Par Technology Corporation - $4.22M, and Loews Corporation - $3.71M. 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 $8.5M earned over time. The largest contributors to dividend income include iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.34M, Dimensional International Core Equity Market ETF - $870,574.67, iShares 1-5 Year Investment Grade Corporate Bond ETF - $840,840.84, Invesco S&P 500 Equal Weight ETF - $730,502.33, and Vanguard Mortgage-Backed Securities Fund - $718,285.77. 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.
