CS
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:
29.41%
Gain +1.42%
Monthly
0.82%
Yearly
10.27%
Drawdown
17.72%
$307.2M
Equity
Holdings
$307.2M
Investment
$269.26M
$73.47M
Profit +$4.29M
Realized
$35.52M
Unrealized
$37.95M
Dividends
$10.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.42%
Profit
$4.29M
Win %
89%
This Week
Compared To Last Week
Gain
1.38%
Profit
$4.19M
Win %
89%
This Month
Compared to last month
Gain
0.81%
Profit
$2.46M
Win %
89%
This Year
Compared to last year
Gain
7.65%
Profit
$22.99M
Win %
85%
ENTG Entegris, Inc.
+8.22%
+$44,927.84 
ARKK ARK Innovation ETF Fund
+5.26%
+$44,902.36 
ARKG ARK Genomic Revolution ETF
+4.87%
+$15,110.08 
XNTK SPDR NYSE Technology ETF
+4.36%
+$16,926.7 
NVDA NVIDIA Corporation
+3.54%
+$15,383.94 
QQQ Invesco QQQ Trust, Series 1
+3.14%
+$10,355.61 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.87%
+$99,669.2 
MTUM iShares MSCI USA Momentum Factor ETF
+2.85%
+$9,589.98 
VUG Vanguard Growth ETF
+2.81%
+$89,568 
MGK Vanguard Mega Cap Growth ETF
+2.77%
+$25,570.1 
CGGR Capital Group Growth ETF
+2.77%
+$1.18M 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.76%
+$252,729.88 
CGXU Capital Group International Focus Equity ETF
+2.7%
+$799,735.08 
ROBO ROBO Global Robotics & Automation Index ETF
+2.66%
+$8,395.79 
GLD SPDR Gold Shares
+2.59%
+$8,218.19 
CXSE WisdomTree China ex-State-Owned Enterprises Fund
+2.33%
+$4,850.8 
MSFT Microsoft Corp.
+2.31%
+$7,676.04 
IWF iShares Russell 1000 Growth ETF
+2.26%
+$9,603 
VUSE Vident U.S. Equity Strategy ETF
+2.11%
+$9,937.43 
MGC Vanguard Mega Cap ETF
+1.96%
+$11,443.55 
AAPL Apple Inc.
+1.82%
+$6,596.63 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$36,911.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.76%
+$23,133.63 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$5,752.8 
VOO Vanguard S&P 500 ETF
+1.74%
+$13,376.89 
VBK Vanguard Small-Cap Growth ETF
+1.71%
+$4,750.06 
CGUS Capital Group Core Equity ETF
+1.69%
+$356,961.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$116,465.11 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.62%
+$173,107.82 
VIDI Vident International Equity Strategy ETF
+1.58%
+$5,527.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.52%
+$5,799.3 
IVV iShares Core S&P 500 ETF
+1.5%
+$15,525.85 
KOMP SPDR S&P Kensho New Economies Composite ETF
+1.43%
+$11,302.91 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.43%
+$62,245.68 
CGDV Capital Group Dividend Value ETF
+1.38%
+$662,715.09 
BRK-B Berkshire Hathaway Inc.
+1.28%
+$3,109.92 
VO Vanguard Mid-Cap ETF
+1.24%
+$17,063.64 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.24%
+$3,356.02 
SCHF Schwab International Equity ETF
+1.23%
+$3,618.62 
CGMM Capital Group U.S. Small and Mid Cap ETF
+1.13%
+$8,022.24 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.09%
+$20,714.36 
QUAL iShares MSCI USA Quality Factor ETF
+1.06%
+$3,155.62 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.81%
+$2,214.12 
FESM Fidelity Enhanced Small Cap ETF
+0.76%
+$112,476.35 
DUSA Davis Select U.S. Equity ETF
+0.73%
+$3,453.02 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.71%
+$2,396.6 
VB Vanguard Small-Cap ETF
+0.69%
+$14,928.82 
IWD iShares Russell 1000 Value ETF
+0.68%
+$2,308.35 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.68%
+$1,552.97 
IWR iShares Russell Mid-Cap ETF
+0.65%
+$5,695.62 
IWM iShares Russell 2000 ETF
+0.58%
+$3,572.66 
PEG Public Service Enterprise Group Incorporated
+0.56%
+$1,515.15 
VTV Vanguard Value ETF
+0.53%
+$9,052.91 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.52%
+$4,808.38 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$3,151.72 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$8,133.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.39%
+$7,311.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.3%
+$6,796.66 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.28%
+$1,668 
PYLD PIMCO Multisector Bond Active ETF
+0.23%
+$3,370.02 
MDT Medtronic plc
+0.22%
+$791.82 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.21%
+$318.74 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.19%
+$979.5 
IXUS iShares Core International Stock ETF
+0.19%
+$692.64 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$4,989.68 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.11%
+$1,267.8 
INCM Franklin Income Focus ETF
+0.1%
+$30,062.73 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.09%
+$435.44 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.07%
+$606.32 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.02%
+$479.79 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$45.32 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$305.06 
BPRE
0%
$0 
AMLP Alerian MLP ETF
-1.71%
-$7,200.99 
EFA iShares MSCI EAFE ETF
-0.9%
-$2,263.51 
DGRO iShares Core Dividend Growth ETF
-0.37%
-$92,957.48 
IJR iShares Core S&P Small-Cap ETF
-0.2%
-$3,283.56 
FTCS First Trust Capital Strength ETF
-0.17%
-$426.4 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.16%
-$435.6 
CGDG Capital Group Dividend Growers ETF
-0.13%
-$490.1 
IUSV iShares Core S&P U.S. Value ETF
-0.01%
-$30.73 Events
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Dividends
Dividend Analysis
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| Trades 816 | Longs Won 517/816 63% | Profit Factor 12.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $526,513.79 |
| Average Win $154,137.84 | Best Trade (Jun 15) $7.04M | Sharpe Ratio -8.62 |
| Average Loss -$20,794.35 | Worst Trade (Jun 29) -$817,545.99 | Z-Score -8.71 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 6d | Expectancy $90,038.91 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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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