Christopher Schurmann Portfolio
Invests via Summit Investment Advisory Services LLC | Managed by Christopher Schurmann, Sean P. McDermott
Invests via Summit Investment Advisory Services LLC
Managed by Christopher Schurmann, Sean P. McDermott
Automatically Tracked
Christopher Schurmann Profile
With a solid foundation in finance and technology, Christopher Schurmann has distinguished himself as an accomplished operating executive specializing in digital transformation within the financial sector. His career features significant leadership roles where he has driven innovative strategies to enhance operational efficiencies and client engagement through cutting-edge solutions. Known for fostering cross-functional collaboration, he plays a pivotal role in shaping corporate initiatives that bridge technology with market demands. Schurmann's extensive experience across diverse markets positions him as a key player at the intersection of finance and technological innovation, empowering organizations to navigate evolving landscapes successfully.
With a solid foundation in finance and technology, Christopher Schurmann has distinguished himself as an accomplished operating executive specializing in digital transformation within the financial sector. His career features significant leadership roles where he has driven innovative strategies to enhance operational efficiencies and client engagement through cutting-edge solutions. Known for fostering cross-functional collaboration, he plays a pivotal role in shaping corporate initiatives that bridge technology with market demands. Schurmann's extensive experience across diverse markets positions him as a key player at the intersection of finance and technological innovation, empowering organizations to navigate evolving landscapes successfully.
Investment Philosophy & Strategy
At the nexus of finance and technology, Christopher Schurmann leverages his substantial operating experience to identify and capitalize on transformative opportunities within organizations. His proactive approach centers on enhancing operational capabilities while responding adeptly to shifting market dynamics. By championing innovative methodologies, he elevates stakeholder engagement through technological integration that drives business growth. With a keen eye for sustainable competitive advantages, investment decisions are often influenced by a thorough analysis of both industry trends and customer needs. This leadership style reflects an entrepreneurial mindset focused on fostering resilience in an ever-evolving economic landscape.
At the nexus of finance and technology, Christopher Schurmann leverages his substantial operating experience to identify and capitalize on transformative opportunities within organizations. His proactive approach centers on enhancing operational capabilities while responding adeptly to shifting market dynamics. By championing innovative methodologies, he elevates stakeholder engagement through technological integration that drives business growth. With a keen eye for sustainable competitive advantages, investment decisions are often influenced by a thorough analysis of both industry trends and customer needs. This leadership style reflects an entrepreneurial mindset focused on fostering resilience in an ever-evolving economic landscape.
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:
57.93%
Gain +0.35%
Monthly
1.17%
Yearly
14.94%
Drawdown
19.17%
$405.39M
Equity
Holdings
$405.39M
Investment
$360.97M
$82.57M
Profit +$1.02M
Realized
$38.15M
Unrealized
$44.42M
Dividends
$11.87M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$1.02M
Win %
81%
This Week
Compared To Last Week
Gain
0.59%
Profit
$2.38M
Win %
81%
This Month
Compared to last month
Gain
0.36%
Profit
$1.44M
Win %
81%
This Year
Compared to last year
Gain
1.92%
Profit
$7.79M
Win %
79%
PEG Public Service Enterprise Group Incorporated
+3.74%
+$8,653.19 
MSFT Microsoft Corp.
+1.87%
+$8,361.08 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.38%
+$5,098.34 
NVDA NVIDIA Corporation
+1.25%
+$14,112.49 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.83%
+$29,338.05 
AMZN Amazon.com Inc
+0.82%
+$6,855.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.82%
+$77,966.95 
IWF iShares Russell 1000 Growth ETF
+0.81%
+$3,631.65 
MGK Vanguard Mega Cap Growth ETF
+0.77%
+$6,972.23 
FTC First Trust Large Cap Growth Fund
+0.73%
+$1,428.95 
VUG Vanguard Growth ETF
+0.71%
+$22,930.31 
XNTK SPDR NYSE Technology ETF
+0.7%
+$2,885.22 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.64%
+$3,472.52 
VO Vanguard Mid-Cap ETF
+0.57%
+$7,975.94 
ROBO ROBO Global Robotics & Automation Index ETF
+0.55%
+$2,592.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.55%
+$7,444.5 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$1,359.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$24,442.55 
FLCG Federated Hermes MDT Large Cap Growth ETF
+0.54%
+$155,359.62 
SCHX Schwab U.S. Large-Cap ETF
+0.52%
+$1,804.8 
QQQ Invesco QQQ Trust, Series 1
+0.52%
+$2,034.24 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$11,610.37 
IVV iShares Core S&P 500 ETF
+0.52%
+$5,599.44 
VOO Vanguard S&P 500 ETF
+0.5%
+$4,049.51 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.5%
+$54,342.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$34,365.05 
USMV iShares MSCI USA Min Vol Factor ETF
+0.47%
+$9,575.31 
MGC Vanguard Mega Cap ETF
+0.47%
+$2,919.92 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,303.15 
MTUM iShares MSCI USA Momentum Factor ETF
+0.45%
+$1,518.39 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.45%
+$8,849.28 
DGRO iShares Core Dividend Growth ETF
+0.44%
+$113,788.11 
CGDV Capital Group Dividend Value ETF
+0.42%
+$214,368.42 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.42%
+$2,552.64 
CGUS Capital Group Core Equity ETF
+0.42%
+$95,568.67 
IWD iShares Russell 1000 Value ETF
+0.41%
+$1,454.96 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.37%
+$569.45 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$11,071.77 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.36%
+$808.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.36%
+$6,144.45 
CGDG Capital Group Dividend Growers ETF
+0.35%
+$1,275.95 
IWR iShares Russell Mid-Cap ETF
+0.35%
+$3,070.02 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.34%
+$867.42 
CGGR Capital Group Growth ETF
+0.33%
+$149,451.52 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.32%
+$694.98 
IUSV iShares Core S&P U.S. Value ETF
+0.3%
+$1,017.39 
VTV Vanguard Value ETF
+0.29%
+$4,429.51 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.29%
+$5,847 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.28%
+$2,467.4 
PVAL Putnam Focused Large Cap Value ETF
+0.27%
+$125,569.71 
PYLD PIMCO Multisector Bond Active ETF
+0.26%
+$3,989.64 
IVE ISHARES S&P 500 VALUE ETF
+0.25%
+$8,713.92 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.25%
+$2,750.64 
VUSE Vident U.S. Equity Strategy ETF
+0.24%
+$1,149.29 
EFA iShares MSCI EAFE ETF
+0.23%
+$577.92 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.22%
+$4,107.37 
DUSA Davis Select U.S. Equity ETF
+0.16%
+$757.98 
AAPL Apple Inc.
+0.16%
+$840.76 
AMLP Alerian MLP ETF
+0.16%
+$696.49 
QUAL iShares MSCI USA Quality Factor ETF
+0.15%
+$455.4 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.14%
+$748.5 
GLD SPDR Gold Shares
+0.12%
+$402.33 
VB Vanguard Small-Cap ETF
+0.1%
+$2,009.29 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.09%
+$203.99 
ENTG Entegris, Inc.
+0.08%
+$490.32 
SCHF Schwab International Equity ETF
+0.08%
+$238.4 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.04%
+$409.79 
GOOG Alphabet Inc
+0.03%
+$77.21 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$56.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$89.56 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.02%
+$141.19 
VIDI Vident International Equity Strategy ETF
0%
$0 BPRE
BPRE
0%
$0 
ARKG ARK Genomic Revolution ETF
-5.58%
-$27,591.68 
TER Teradyne, Inc.
-2.29%
-$4,352.76 
ARKK ARK Innovation ETF Fund
-0.93%
-$9,632 
IWM iShares Russell 2000 ETF
-0.52%
-$3,128.72 
CXSE WisdomTree China ex-State-Owned Enterprises Fund
-0.48%
-$904.71 
CGXU Capital Group International Focus Equity ETF
-0.46%
-$135,557.92 
FESM Fidelity Enhanced Small Cap ETF
-0.33%
-$46,485.15 
MDT Medtronic plc
-0.21%
-$632.7 
INCM Franklin Income Focus ETF
-0.14%
-$44,226.68 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.14%
-$376.52 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.02%
-$158.55 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$22.12 
FTCS First Trust Capital Strength ETF
-0.01%
-$22.12 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$114.39 
IXUS iShares Core International Stock ETF
-0.01%
-$19.24 
FSCC Federated Hermes MDT Small Cap Core ETF
-0.01%
-$707.71 Events
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Dividends
Dividend Analysis
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| Trades 888 | Longs Won 615/888 69% | Profit Factor 12.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $525,172 |
| Average Win $145,722.26 | Best Trade (Aug 13) $8.8M | Sharpe Ratio -9.35 |
| Average Loss -$25,306.86 | Worst Trade (Jun 29) -$817,545.99 | Z-Score -4.23 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $92,982.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,557 | $354,530.64 | $519,150.51 | - | $164,619.87 | 46.43% | +0.162% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 3,487 | $376,124.96 | $375,382.87 | - | -$742.09 | -0.2% | +1.377% |
| AMLP Alerian MLP ETF | 8,194 | $399,658.52 | $434,732.67 | - | $35,074.15 | 8.78% | +0.16% |
| AMZN Amazon.com Inc | 3,304 | $787,477 | $837,481.4 | - | $50,004.4 | 6.35% | +0.825% |
| ARKG ARK Genomic Revolution ETF | 8,704 | $241,042.08 | $466,534.4 | - | $225,492.32 | 93.55% | -5.584% |
| ARKK ARK Innovation ETF Fund | 11,200 | $966,334.88 | $1.03M | - | $63,169.12 | 6.54% | -0.927% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 2,266 | $225,308 | $224,594.59 | - | -$713.41 | -0.32% | +0.025% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 5,988 | $553,179.15 | $518,051.82 | - | -$35,127.33 | -6.35% | +0.145% |
| BPRE BPRE | 71,422 | $1.07M | $1.07M | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 496 | $240,975.37 | $251,472 | - | $10,496.63 | 4.36% | +0.543% |
| CGDG Capital Group Dividend Growers ETF | 9,815 | $350,342.78 | $366,590.25 | - | $16,247.47 | 4.64% | +0.349% |
| CGDV Capital Group Dividend Value ETF | 1.02M | $43.19M | $50.81M | - | $7.62M | 17.63% | +0.424% |
| CGGR Capital Group Growth ETF | 934,072 | $40.8M | $45.29M | - | $4.5M | 11.02% | +0.331% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 34,426 | $1.05M | $1.09M | - | $42,047.23 | 4% | +0.252% |
| CGUS Capital Group Core Equity ETF | 502,993 | $20.03M | $22.88M | - | $2.84M | 14.19% | +0.42% |
| CGXU Capital Group International Focus Equity ETF | 847,237 | $24.99M | $29.51M | - | $4.52M | 18.09% | -0.457% |
| CXSE WisdomTree China ex-State-Owned Enterprises Fund | 5,347 | $202,235 | $186,770.71 | - | -$15,464.29 | -7.65% | -0.482% |
| DGRO iShares Core Dividend Growth ETF | 339,666 | $23.18M | $25.95M | - | $2.77M | 11.93% | +0.44% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 20,112 | $1.79M | $2M | - | $203,992.16 | 11.39% | +0.445% |
| DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund | 4,731 | $218,491 | $216,017.46 | - | -$2,473.54 | -1.13% | +0.323% |
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FAQ
Which stocks have generated the highest profits for Christopher Schurmann?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Growth ETF - $7.5M, Capital Group Dividend Value ETF - $6.75M, iShares Core Dividend Growth ETF - $4.9M, Capital Group Core Equity ETF - $4.39M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $2.39M. 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: Fidelity Enhanced Small Cap ETF - $498,380.86, ARK Genomic Revolution ETF - $54,925.82, LPL Financial Holdings Inc - $48,244.47, JPMorgan International Research Enhanced Equity ETF - $46,540.98, and Amazon.com Inc - $18,561.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Schurmann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.87M earned over time. The largest contributors to dividend income include iShares Core Dividend Growth ETF - $1.84M, Franklin Income Focus ETF - $1.82M, Capital Group Dividend Value ETF - $1.22M, Capital Group Core Equity ETF - $569,553.23, and Capital Group International Focus Equity ETF - $398,405.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Schurmann's monthly returns?
Christopher Schurmann'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 Christopher Schurmann's strategy be considered aggressive or moderate?
Christopher Schurmann'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 Christopher Schurmann's strategy?
Christopher Schurmann'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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