KDS
Kurt D. Schrader Portfolio
Invests via Carbahal Olsen Financial Services Group LLC | Managed by Kurt D. Schrader, Manuel A. Carbahal, John M. Carbahal
Invests via Carbahal Olsen Financial Services Group LLC
Managed by Kurt D. Schrader, Manuel A. Carbahal, John M. Carbahal
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Former U.S. congressman and trained veterinarian with a bipartisan reputation focused on healthcare, agriculture and rural economic policy. Kurt D. Schrader brought legislative experience on energy, commerce and agriculture issues and was a go-to voice on drug policy, Medicare and farm programs, making him relevant to investors tracking regulatory change, agri-tech and health-care services in regional and national markets.
Former U.S. congressman and trained veterinarian with a bipartisan reputation focused on healthcare, agriculture and rural economic policy. Kurt D. Schrader brought legislative experience on energy, commerce and agriculture issues and was a go-to voice on drug policy, Medicare and farm programs, making him relevant to investors tracking regulatory change, agri-tech and health-care services in regional and national markets.
Investment Philosophy & Strategy
Former U.S. congressman and trained veterinarian with a bipartisan reputation focused on healthcare, agriculture and rural economic policy. Kurt D. Schrader brought legislative experience on energy, commerce and agriculture issues and was a go-to voice on drug policy, Medicare and farm programs, making him relevant to investors tracking regulatory change, agri-tech and health-care services in regional and national markets.
Former U.S. congressman and trained veterinarian with a bipartisan reputation focused on healthcare, agriculture and rural economic policy. Kurt D. Schrader brought legislative experience on energy, commerce and agriculture issues and was a go-to voice on drug policy, Medicare and farm programs, making him relevant to investors tracking regulatory change, agri-tech and health-care services in regional and national markets.
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:
29.81%
Gain -1.24%
Monthly
1.22%
Yearly
15.67%
Drawdown
17.13%
$143.96M
Equity
Holdings
$143.96M
Investment
$113.03M
$32.01M
Profit -$1.72M
Realized
$1.08M
Unrealized
$30.93M
Dividends
$3.4M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.24%
Profit
-$1.72M
Win %
82%
This Week
Compared To Last Week
Gain
-2.09%
Profit
-$3.08M
Win %
82%
This Month
Compared to last month
Gain
-0.92%
Profit
-$1.33M
Win %
82%
This Year
Compared to last year
Gain
-0.08%
Profit
-$117,503.72
Win %
79%
CVX Chevron Corporation
+2.59%
+$9,803.87 
ATO Atmos Energy Corporation
+2.04%
+$4,014 
PG Procter & Gamble Co
+1.41%
+$4,728.6 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$12,754.47 
JNJ Johnson & Johnson
+1%
+$5,473.7 
FNRN First Northern Community Bancorp
+0.96%
+$10,926.08 
ABBV AbbVie Inc.
+0.81%
+$3,237.86 
DVY iShares Select Dividend ETF
+0.69%
+$14,465.39 
WFC Wells Fargo & Company
+0.63%
+$1,903.2 
AAPL Apple Inc.
+0.62%
+$33,190.72 
LLY Eli Lilly and Company
+0.56%
+$3,628.85 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$592.89 
OKLO Oklo Inc.
-7.98%
-$11,975 
STX Seagate Technology Holdings plc
-7.8%
-$53,860 
AMAT Applied Materials, Inc.
-4.78%
-$16,432.01 
META Meta Platforms Inc Class A
-4.56%
-$14,382.94 
IBB iShares Biotechnology ETF
-2.8%
-$17,366.09 
ETN Eaton Corporation plc
-2.77%
-$17,710.94 
IWO iShares Russell 2000 Growth ETF
-2.71%
-$138,059.85 
QQQ Invesco QQQ Trust, Series 1
-2.69%
-$544,118.67 
MSFT Microsoft Corp.
-2.51%
-$24,011.52 
VUG Vanguard Growth ETF
-2.26%
-$5,505.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.11%
-$400,313.16 
NVDA NVIDIA Corporation
-1.44%
-$6,283.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.34%
-$6,383.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.31%
-$3,000.8 
IVV iShares Core S&P 500 ETF
-1.24%
-$463,377.95 
IBM International Business Machines Corporation
-1.13%
-$1,889.45 
IJR iShares Core S&P Small-Cap ETF
-1.12%
-$5,805.8 
SEIC SEI Investments Company
-1.07%
-$4,520 
GILD Gilead Sciences Inc.
-1.03%
-$4,819.5 
IWN iShares Russell 2000 Value ETF
-1%
-$11,008.15 
BN Brookfield Corporation
-0.98%
-$4,119.48 
CAT Caterpillar Inc.
-0.86%
-$3,472.57 
EMR Emerson Electric Co.
-0.81%
-$1,963.68 
RWL Invesco S&P 500 Revenue ETF
-0.32%
-$762.82 
FDVV Fidelity High Dividend ETF
-0.24%
-$19,562.55 
T AT&T Inc.
-0.19%
-$548.64 
IEFA iShares Core MSCI EAFE ETF
-0.19%
-$29,220.94 
IVE ISHARES S&P 500 VALUE ETF
-0.16%
-$11,374.54 Events
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Dividends
Dividend Analysis
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No Data
| Trades 181 | Longs Won 138/181 76% | Profit Factor 38.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $874,348.26 |
| Average Win $238,231.02 | Best Trade (Oct 14) $8.64M | Sharpe Ratio -12.72 |
| Average Loss -$20,052.85 | Worst Trade (Oct 14) -$255,721.8 | Z-Score 10.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $176,870.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,656 | $4.07M | $5.39M | - | $1.31M | 32.21% | +0.62% |
| ABBV AbbVie Inc. | 1,417 | $251,953.37 | $404,815.64 | - | $152,862.27 | 60.67% | +0.806% |
| AGG iShares Core U.S. Aggregate Bond ETF | 118,579 | $11.53M | $11.31M | - | -$213,015.56 | -1.85% | +0.005% |
| AMAT Applied Materials, Inc. | 800 | $121,158.71 | $327,576 | - | $206,417.29 | 170.37% | -4.777% |
| ATO Atmos Energy Corporation | 1,200 | $204,900 | $200,754 | - | -$4,146 | -2.02% | +2.04% |
| BN Brookfield Corporation | 11,443 | $438,266.9 | $417,097.35 | - | -$21,169.55 | -4.83% | -0.978% |
| BRK-B Berkshire Hathaway Inc. | 2,384 | $1.08M | $1.27M | - | $184,576.5 | 17.07% | +1.018% |
| CAT Caterpillar Inc. | 546 | $181,025.33 | $398,186.88 | - | $217,161.55 | 119.96% | -0.865% |
| CVX Chevron Corporation | 1,723 | $249,559 | $387,692.23 | - | $138,133.23 | 55.35% | +2.594% |
| DVY iShares Select Dividend ETF | 13,271 | $1.75M | $2.11M | - | $364,545.07 | 20.88% | +0.69% |
| EMR Emerson Electric Co. | 1,499 | $214,582 | $241,099.16 | - | $26,517.16 | 12.36% | -0.808% |
| ETN Eaton Corporation plc | 1,587 | $526,624.56 | $621,024.84 | - | $94,400.28 | 17.93% | -2.773% |
| FDVV Fidelity High Dividend ETF | 130,417 | $6.56M | $8.04M | - | $1.48M | 22.49% | -0.243% |
| FNRN First Northern Community Bancorp | 68,288 | $1.23M | $1.15M | - | -$75,799.96 | -6.19% | +0.96% |
| GILD Gilead Sciences Inc. | 2,975 | $275,036.14 | $463,356.25 | - | $188,320.11 | 68.47% | -1.029% |
| IBB iShares Biotechnology ETF | 2,989 | $395,116.09 | $602,582.4 | - | $207,466.31 | 52.51% | -2.801% |
| IBM International Business Machines Corporation | 713 | $200,503 | $165,038.11 | - | -$35,464.89 | -17.69% | -1.132% |
| IEFA iShares Core MSCI EAFE ETF | 157,951 | $11.21M | $15.23M | - | $4.03M | 35.92% | -0.191% |
| IJR iShares Core S&P Small-Cap ETF | 3,770 | $435,182.65 | $511,400.5 | - | $76,217.85 | 17.51% | -1.123% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 2,831 | $372,227.05 | $469,252.4 | - | $97,025.35 | 26.07% | -1.342% |
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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 Kurt D. Schrader?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $735,424.52, iShares Core U.S. Aggregate Bond ETF - $725,511.7, iShares Core S&P 500 ETF - $705,137.03, Applied Materials, Inc - $607,389.64, and ISHARES S&P 500 GROWTH ETF (3IS8) - $443,303.84. 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: Accenture plc Class A - $93,959.08, Biomarin Pharmaceutical Inc - $53,531, The Home Depot, Inc - $40,982.34, Amazon.com Inc - $27,280.42, and Alphabet Inc - $23,732.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kurt D. Schrader's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.4M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $735,424.52, iShares Core U.S. Aggregate Bond ETF - $725,511.7, iShares Core S&P 500 ETF - $668,027.4, Fidelity High Dividend ETF - $370,792.76, and ISHARES S&P 500 VALUE ETF - $185,854.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kurt D. Schrader's monthly returns?
Kurt D. Schrader'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 D. Schrader's strategy be considered aggressive or moderate?
Kurt D. Schrader'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 Kurt D. Schrader's strategy?
Kurt D. Schrader'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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