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
Automatically Tracked
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:
31.82%
Gain +0.03%
Monthly
1.39%
Yearly
18.04%
Drawdown
17.13%
$146.06M
Equity
Holdings
$146.06M
Investment
$113.03M
$34.11M
Profit +$71,488.92
Realized
$1.08M
Unrealized
$33.03M
Dividends
$3.09M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$71,488.92
Win %
83%
This Week
Compared To Last Week
Gain
0.05%
Profit
$71,488.92
Win %
83%
This Month
Compared to last month
Gain
2.6%
Profit
$3.7M
Win %
83%
This Year
Compared to last year
Gain
1.37%
Profit
$1.98M
Win %
80%
STX Seagate Technology Holdings plc
+5.65%
+$52,070 
T AT&T Inc.
+1.26%
+$3,779.52 
CVX Chevron Corporation
+1.16%
+$3,962.9 
WFC Wells Fargo & Company
+0.81%
+$2,598.6 
IWO iShares Russell 2000 Growth ETF
+0.75%
+$43,143.46 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$2,714.4 
DVY iShares Select Dividend ETF
+0.45%
+$9,820.67 
IWN iShares Russell 2000 Value ETF
+0.29%
+$3,459.67 
CAT Caterpillar Inc.
+0.23%
+$1,075.64 
FNRN First Northern Community Bancorp
+0.23%
+$2,731.52 
AAPL Apple Inc.
+0.22%
+$10,489.52 
PG Procter & Gamble Co
+0.2%
+$617.72 
RWL Invesco S&P 500 Revenue ETF
+0.19%
+$461.22 
GILD Gilead Sciences Inc.
+0.16%
+$654.5 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$2,459.41 
AMAT Applied Materials, Inc.
-5.12%
-$21,887.99 
OKLO Oklo Inc.
-4.46%
-$10,350 
BN Brookfield Corporation
-2.79%
-$14,418.18 
LLY Eli Lilly and Company
-2.38%
-$14,823.74 
IBM International Business Machines Corporation
-1.19%
-$2,010.65 
META Meta Platforms Inc Class A
-0.86%
-$2,191.36 
JNJ Johnson & Johnson
-0.66%
-$3,728.1 
EMR Emerson Electric Co.
-0.63%
-$1,558.97 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$6,913.6 
ABBV AbbVie Inc.
-0.54%
-$1,927.12 
VUG Vanguard Growth ETF
-0.43%
-$1,057.68 
ETN Eaton Corporation plc
-0.4%
-$2,888.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$74,973.7 
IBB iShares Biotechnology ETF
-0.34%
-$2,032.55 
MSFT Microsoft Corp.
-0.3%
-$2,628.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$24,901.59 
FDVV Fidelity High Dividend ETF
-0.2%
-$16,954.21 
IVV iShares Core S&P 500 ETF
-0.18%
-$69,240.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$736.06 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$27,747 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$272.24 
NVDA NVIDIA Corporation
-0.06%
-$281.96 
ATO Atmos Energy Corporation
-0.02%
-$48.01 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$3,159.02 
SEIC SEI Investments Company
-0.01%
-$40 Events
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Dividends
Dividend Analysis
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| Trades 181 | Longs Won 139/181 76% | Profit Factor 54.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $915,808.97 |
| Average Win $249,992.65 | Best Trade (Aug 15) $8.8M | Sharpe Ratio -12.72 |
| Average Loss -$15,190.55 | Worst Trade (Sep 01) -$86,726.04 | Z-Score 11.11 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $188,458.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,656 | $4.07M | $4.79M | - | $714,743.95 | 17.54% | +0.219% |
| ABBV AbbVie Inc. | 1,417 | $251,953.37 | $353,484.83 | - | $101,531.46 | 40.3% | -0.542% |
| AGG iShares Core U.S. Aggregate Bond ETF | 118,579 | $11.53M | $11.56M | - | $31,850.08 | 0.28% | -0.215% |
| AMAT Applied Materials, Inc. | 800 | $121,158.71 | $405,743.99 | - | $284,585.28 | 234.89% | -5.118% |
| ATO Atmos Energy Corporation | 1,200 | $204,900 | $203,904 | - | -$996 | -0.49% | -0.024% |
| BN Brookfield Corporation | 11,443 | $438,266.9 | $501,775.55 | - | $63,508.65 | 14.49% | -2.793% |
| BRK-B Berkshire Hathaway Inc. | 2,384 | $1.08M | $1.2M | - | $120,208.43 | 11.12% | -0.572% |
| CAT Caterpillar Inc. | 546 | $181,025.33 | $467,687.23 | - | $286,661.9 | 158.35% | +0.231% |
| CVX Chevron Corporation | 1,723 | $249,559 | $344,600 | - | $95,041 | 38.08% | +1.163% |
| DVY iShares Select Dividend ETF | 13,271 | $1.75M | $2.2M | - | $450,408.44 | 25.8% | +0.449% |
| EMR Emerson Electric Co. | 1,499 | $214,582 | $244,591.83 | - | $30,009.83 | 13.99% | -0.633% |
| ETN Eaton Corporation plc | 1,587 | $526,624.56 | $716,546.39 | - | $189,921.83 | 36.06% | -0.401% |
| FDVV Fidelity High Dividend ETF | 130,417 | $6.56M | $8.37M | - | $1.81M | 27.58% | -0.202% |
| FNRN First Northern Community Bancorp | 68,288 | $1.23M | $1.2M | - | -$26,632.6 | -2.17% | +0.228% |
| GILD Gilead Sciences Inc. | 2,975 | $275,036.14 | $411,621 | - | $136,584.86 | 49.66% | +0.159% |
| IBB iShares Biotechnology ETF | 2,989 | $395,116.09 | $592,599.11 | - | $197,483.02 | 49.98% | -0.342% |
| IBM International Business Machines Corporation | 713 | $200,503 | $167,070.17 | - | -$33,432.83 | -16.67% | -1.189% |
| IEFA iShares Core MSCI EAFE ETF | 157,951 | $11.21M | $15.98M | - | $4.78M | 42.62% | -0.02% |
| IJR iShares Core S&P Small-Cap ETF | 3,770 | $435,182.65 | $567,158.8 | - | $131,976.15 | 30.33% | +0.481% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 2,831 | $372,227.05 | $482,515.64 | - | $110,288.59 | 29.63% | -0.152% |
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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 - $685,543.46, Applied Materials, Inc - $606,965.64, iShares Core S&P 500 ETF - $598,486.65, and ISHARES S&P 500 GROWTH ETF (3IS8) - $426,125.18. 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 $3.09M 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 - $685,543.46, iShares Core S&P 500 ETF - $561,377.02, Fidelity High Dividend ETF - $323,581.81, and ISHARES S&P 500 VALUE ETF - $157,237.57. 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.
