Craig Kurth Portfolio
Invests via PCG Wealth Advisors LLC | Managed by Craig Kurth
Invests via PCG Wealth Advisors LLC
Managed by Craig Kurth
Automatically Tracked
Craig Kurth Profile
With a robust background in corporate finance and strategic consulting, Craig Kurth has established himself as a key figure within the private equity landscape. His leadership experience encompasses both operational and investment roles, allowing him to adeptly navigate complex market environments. Focused on enhancing value creation, he leverages his deep industry knowledge to drive growth initiatives in dynamic sectors. By fostering relationships with entrepreneurs and management teams, Kurth actively seeks out opportunities that align with emerging trends and technological advancements. His contributions not only shape portfolio performance but also influence broader market movements.
With a robust background in corporate finance and strategic consulting, Craig Kurth has established himself as a key figure within the private equity landscape. His leadership experience encompasses both operational and investment roles, allowing him to adeptly navigate complex market environments. Focused on enhancing value creation, he leverages his deep industry knowledge to drive growth initiatives in dynamic sectors. By fostering relationships with entrepreneurs and management teams, Kurth actively seeks out opportunities that align with emerging trends and technological advancements. His contributions not only shape portfolio performance but also influence broader market movements.
Investment Philosophy & Strategy
In navigating the private equity landscape, Craig Kurth exemplifies a growth-oriented approach marked by an entrepreneurial spirit. His extensive experience in corporate finance equips him to identify and capitalize on high-potential investments across various sectors. By emphasizing strategic partnerships with management teams, he catalyzes innovation while ensuring alignment with market demands. The focus remains steadfast on enhancing operational efficiencies and driving sustainable growth through thoughtful capital deployment. Kurth's ability to anticipate industry shifts positions his initiatives for success within competitive environments.
In navigating the private equity landscape, Craig Kurth exemplifies a growth-oriented approach marked by an entrepreneurial spirit. His extensive experience in corporate finance equips him to identify and capitalize on high-potential investments across various sectors. By emphasizing strategic partnerships with management teams, he catalyzes innovation while ensuring alignment with market demands. The focus remains steadfast on enhancing operational efficiencies and driving sustainable growth through thoughtful capital deployment. Kurth's ability to anticipate industry shifts positions his initiatives for success within competitive environments.
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:
62.06%
Gain +1.2%
Monthly
0.69%
Yearly
8.57%
Drawdown
17.07%
$422.71M
Equity
Holdings
$422.71M
Investment
$349.3M
$115.08M
Profit +$3.7M
Realized
$41.66M
Unrealized
$73.41M
Dividends
$23.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.2%
Profit
$3.7M
Win %
84%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$2.52M
Win %
84%
This Month
Compared to last month
Gain
-1.57%
Profit
-$6.75M
Win %
84%
This Year
Compared to last year
Gain
6.9%
Profit
$27.26M
Win %
82%
HUT Hut 8 Corp.
+11.28%
+$67,727.44 
APLD Applied Digital Corporation
+8.96%
+$21,252 
ABTC Gryphon Digital Mining, Inc
+8.09%
+$20,219.66 
BLOK Amplify Transformational Data Sharing ETF
+4.34%
+$19,992.34 
ETHA iShares Ethereum Trust
+3.85%
+$13,576.16 
AVGO Broadcom Inc.
+3%
+$22,806.25 
CIEN Ciena Corporation
+2.69%
+$6,186.9 
IBIT iShares Bitcoin Trust
+2.37%
+$9,719.03 
MSFT Microsoft Corp.
+2.03%
+$49,181.34 
GOOG Alphabet Inc
+1.9%
+$17,674.38 
GOOGL Alphabet Inc
+1.77%
+$27,232.69 
TTEQ T. Rowe Price Technology ETF
+1.76%
+$14,640.5 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.73%
+$71,603.14 
EPD Enterprise Products Partners L.P.
+1.54%
+$3,233.2 
SMH VanEck Semiconductor ETF
+1.45%
+$98,815.35 
AMZN Amazon.com Inc
+1.42%
+$33,029.5 
ALAI Alger AI Enablers & Adopters ETF
+1.41%
+$20,706.3 
CVX Chevron Corporation
+1.33%
+$2,740.01 
CRAK VANECK OIL REFINERS ETF
+1.33%
+$4,608 
XAR SPDR S&P Aerospace & Defense ETF
+1.29%
+$5,327.3 
SLV iShares Silver Trust
+1.13%
+$34,629.95 
NLR VanEck Uranium and Nuclear ETF
+1.11%
+$79,567.88 
FPX First Trust US Equity Opportunities ETF
+1.05%
+$15,501.28 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$10,510.8 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.02%
+$10,146.92 
NVDA NVIDIA Corporation
+0.99%
+$52,131.62 
XLE Energy Select Sector SPDR Fund
+0.94%
+$20,048.37 
FDN First Trust Dow Jones Internet Index Fund
+0.94%
+$12,360.66 
COPX Global X Copper Miners ETF
+0.89%
+$47,108.1 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.88%
+$42,893.45 
XOM Exxon Mobil Corporation
+0.87%
+$3,904.83 
FLMX Franklin FTSE Mexico ETF
+0.83%
+$30,710.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.82%
+$18,500.26 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$21,070.07 
QQQM Invesco NASDAQ 100 ETF
+0.81%
+$63,108.64 
QTUM Defiance Quantum ETF
+0.8%
+$4,090.6 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.73%
+$25,334.92 
AVEM Avantis Emerging Markets Equity ETF
+0.63%
+$6,255.45 
PXE Invesco Energy Exploration & Production ETF
+0.62%
+$2,743.9 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
+0.62%
+$3,753.44 
B BARRICK MINING CORP Common Stock (ABR0)
+0.62%
+$1,300.75 
CGGR Capital Group Growth ETF
+0.61%
+$4,046.07 
T AT&T Inc.
+0.57%
+$1,615 
VUG Vanguard Growth ETF
+0.57%
+$2,019.54 
QGRO American Century U.S. Quality Growth ETF
+0.55%
+$21,186.25 
IHI iShares U.S. Medical Devices ETF
+0.54%
+$1,576.8 
OKE ONEOK, Inc.
+0.49%
+$1,673.94 
FCG First Trust Natural Gas ETF
+0.45%
+$20,140.12 
META Meta Platforms Inc Class A
+0.43%
+$1,345.15 
FTGS First Trust Growth Strength ETF
+0.43%
+$20,999.68 
MOAT VanEck Morningstar Wide Moat Fund
+0.39%
+$3,443.67 
XLG Invesco S&P 500 Top 50 ETF
+0.39%
+$9,429.61 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.38%
+$7,783.17 
BP BP p.l.c. Sponsored ADR
+0.36%
+$1,031.7 
BUFQ FT Nasdaq Buffer ETF July.
+0.35%
+$3,330.18 
AMAT Applied Materials, Inc.
+0.34%
+$2,488.1 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$14,073.78 
GDXJ VanEck Junior Gold Miners ETF
+0.26%
+$5,649.36 
FNY First Trust Mid Cap Growth Fund
+0.26%
+$2,386.29 
VOO Vanguard S&P 500 ETF
+0.25%
+$2,046.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.24%
+$21,460.6 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$53,893.06 
IVV iShares Core S&P 500 ETF
+0.24%
+$7,938.8 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.23%
+$3,993.05 
DFUS Dimensional U.S. Equity Market ETF
+0.23%
+$1,323.49 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.22%
+$963.59 
CGUS Capital Group Core Equity ETF
+0.22%
+$2,298.72 
NXTG First Trust Indxx NextG ETF
+0.21%
+$553.97 
RAAX VanEck Real Assets ETF
+0.19%
+$2,800.12 
OIH VanEck Oil Services ETF
+0.18%
+$6,792.95 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.16%
+$2,706.61 
BUFR FT Vestladder Buffer ETF-USD I
+0.15%
+$12,393.7 
SILJ Amplify Junior Silver Miners ETF
+0.15%
+$1,806.17 
SPHQ Invesco S&P 500 Quality ETF
+0.14%
+$882.36 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$415.4 
AVUS Avantis U.S. Equity ETF
+0.13%
+$379.67 
ET Energy Transfer L.P.
+0.12%
+$503.71 
FEGE First Eagle Global Equity ETF
+0.12%
+$1,926.42 
XMMO Invesco S&P MidCap Momentum ETF
+0.1%
+$3,025.2 
CGDV Capital Group Dividend Value ETF
+0.09%
+$29,131.69 
TRGP Targa Resources Corp.
+0.09%
+$290.39 
FEOE First Eagle Overseas Equity ETF
+0.07%
+$3,324.28 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+0.07%
+$1,961.26 
CGBL Capital Group Core Balanced ETF
+0.07%
+$8,673.83 
HGER Harbor Commodity All-Weather Fund
+0.06%
+$1,719.74 
TGT Target Corporation
+0.06%
+$195.05 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$891.33 
EMLP First Trust North American Energy Infrastructure Fund
+0.04%
+$1,132.28 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.04%
+$2,900.48 
XMHQ Invesco S&P MidCap Quality ETF
+0.04%
+$6,341.58 
BKUI BNY Mellon Ultra Short Income ETF
+0.03%
+$385.47 
FPE First Trust Preferred Securities and Income ETF
+0.03%
+$278.91 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$285.18 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$272.89 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$373.09 
CGC
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.43%
-$38,253.87 
AAPL Apple Inc.
-2.48%
-$85,784.61 
SQQQ ProShares UltraPro Short QQQ
-2.43%
-$2,995.95 
NFLX Netflix, Inc.
-2.23%
-$3,300.25 
PEP PepsiCo, Inc.
-1.89%
-$7,790.72 
LLY Eli Lilly and Company
-1.82%
-$4,899.72 
TSLA Tesla, Inc.
-1.79%
-$23,392 
WMT Walmart Inc.
-1.64%
-$6,564.37 
UNP Union Pacific Corporation
-1.58%
-$5,490.27 
JNJ Johnson & Johnson
-1.42%
-$3,313.58 
GRMN Garmin Ltd.
-1.38%
-$6,494.72 
PAVE Global X U.S. Infrastructure Development ETF
-0.91%
-$20,321.97 
PG Procter & Gamble Co
-0.77%
-$2,171.2 
COST Costco Wholesale Corporation
-0.68%
-$3,422.65 
XLP Consumer Staples Select Sector SPDR Fund
-0.56%
-$18,592.32 
FXH First Trust Health Care AlphaDEX Fund
-0.56%
-$9,477.15 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.5%
-$2,486.07 
SLB Schlumberger Limited
-0.5%
-$1,081.23 
FDVV Fidelity High Dividend ETF
-0.43%
-$49,112.46 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.43%
-$18,635.54 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.4%
-$14,794.67 
FVD First Trust Value Line Dividend Index Fund
-0.38%
-$9,333.94 
AVDE Avantis International Equity ETF
-0.37%
-$34,302.32 
AVRE Avantis Real Estate ETF
-0.37%
-$6,220.98 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.35%
-$1,082.16 
FTCS First Trust Capital Strength ETF
-0.35%
-$24,655.78 
AVSC Avantis U.S. Small Cap Equity ETF
-0.34%
-$4,126.75 
EPR EPR Properties
-0.3%
-$5,059.51 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$1,110.04 
FENI Fidelity Enhanced International ETF
-0.28%
-$9,310.51 
IDMO Invesco S&P International Developed Momentum ETF
-0.27%
-$10,672.16 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.26%
-$6,529.11 
CGCV Capital Group Conservative Equity ETF
-0.23%
-$2,352.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$1,375.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.2%
-$661.5 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.2%
-$4,256 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$12,940.4 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.17%
-$566.44 
OUNZ VanEck Merk Gold Trust
-0.17%
-$360.49 
GLD SPDR Gold Shares
-0.16%
-$14,554.2 
PLTM GraniteShares Platinum Trust
-0.16%
-$3,724.28 
VTV Vanguard Value ETF
-0.16%
-$880.26 
TOUS T. Rowe Price International Equity ETF
-0.14%
-$4,631.6 
URA Global X Uranium ETF
-0.14%
-$1,159.18 
EQWL Invesco S&P 100 Equal Weight ETF
-0.14%
-$8,266.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.13%
-$482.25 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.13%
-$338.62 
GDX VanEck Gold Miners ETF
-0.13%
-$3,899.61 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$3,276.38 
WTV WisdomTree U.S. Value Fund
-0.1%
-$1,228.04 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.1%
-$213.33 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.09%
-$220.53 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.09%
-$6,176.17 
AVLV Avantis U.S. Large Cap Value ETF
-0.09%
-$8,056.72 
AVSF Avantis Short-Term Fixed Income ETF
-0.09%
-$1,201.6 
AVDV Avantis International Small Cap Value ETF
-0.08%
-$5,111.68 
FTSL First Trust Senior Loan ETF
-0.08%
-$3,123.86 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$152.8 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$282.27 
ITA iShares U.S. Aerospace & Defense ETF
-0.04%
-$176.6 
JSI Janus Henderson Securitized Income ETF
-0.04%
-$91.2 
CLOI VanEck CLO ETF
-0.04%
-$497.78 
HCA HCA Healthcare Inc.
-0.03%
-$125.38 
VOLT Tema Electrification Fund
-0.02%
-$246.3 
AVXC Avantis Emerging Markets Ex China ETF
-0.01%
-$383.56 
CGIC Capital Group International Core Equity ETF
-0.01%
-$224.77 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.01%
-$196.12 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$224.78 Events
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Dividends
Dividend Analysis
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| Trades 1916 | Longs Won 1212/1916 63% | Profit Factor 3.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,396.99 |
| Average Win $127,210.06 | Best Trade (Dec 31) $6.06M | Sharpe Ratio -10.07 |
| Average Loss -$55,542.56 | Worst Trade (Dec 31) -$2.26M | Z-Score -3.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $60,060.87 |
| 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 | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
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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 Craig Kurth?
The largest contributions to the portfolio's profits come from the following stocks: Global X Silver Miners UCITS ETF USD Accumulating - $16.67M, VanEck Gold Miners ETF - $14.71M, VanEck Junior Gold Miners ETF - $4.68M, SPDR Gold Shares - $3.79M, and First Trust Global Tactical Commodity Strategy Fund - $3.12M. 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: Innovative Industrial Properties Inc - $2.15M, First Trust Rising Dividend Achievers ETF - $1.52M, Consumer Discretionary Select Sector SPDR Fund - $1.12M, American Century Quality Diversified International ETF - $983,301.21, and First Trust US Equity Opportunities ETF - $983,078.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig Kurth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.43M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $4.08M, First Trust Value Line Dividend Index Fund - $1.03M, First Trust Capital Strength ETF - $731,129.24, SPDR S&P 500 ETF Trust - $654,010.85, and First Trust Enhanced Short Maturity Fund - $646,107.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig Kurth's monthly returns?
Craig Kurth's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Craig Kurth's strategy be considered aggressive or moderate?
Craig Kurth's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Craig Kurth's strategy?
Craig Kurth's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
