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

Tracking: 0 Updated: Jul 17 at 02:15 PM

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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.

Investment Philosophy & Strategy

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:

0.3%

Gain

Monthly

0.02%

Yearly

0.19%

Drawdown

23.82%

$142.54M

Equity

Holdings

$142.54M

Investment

$111.69M

$31.17M

Profit -$861,879.13

Realized

$325,325.4

Unrealized

$30.85M

Dividends

$3.05M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$861,879.13

Win %

83%

This Week

Compared To Last Week

Gain

-1.1%

Profit

-$1.58M

Win %

83%

This Month

Compared to last month

Gain

-0.81%

Profit

-$1.17M

Win %

83%

This Year

Compared to last year

Gain

13.94%

Profit

$17.44M

Win %

84%

Gainers
Losers

T AT&T Inc.

+2.09%

+$5,608.32

BRK-B Berkshire Hathaway Inc.

+1.86%

+$21,931.02

GILD Gilead Sciences Inc.

+1.75%

+$7,080.5

CVX Chevron Corporation

+1.69%

+$5,358.53

JNJ Johnson & Johnson

+1.53%

+$8,232.1

WFC Wells Fargo & Company

+1.45%

+$4,684.8

ABBV AbbVie Inc.

+1.36%

+$4,888.65

LLY Eli Lilly and Company

+1.2%

+$7,003.01

ATO Atmos Energy Corporation

+1.04%

+$2,226

WMT Walmart Inc.

+1.03%

+$1,953.54

IBB iShares Biotechnology ETF

+0.74%

+$4,376.4

PG Procter & Gamble Co

+0.74%

+$2,385.6

ETN Eaton Corporation plc

+0.74%

+$4,638.01

DVY iShares Select Dividend ETF

+0.71%

+$15,112.63

RWL Invesco S&P 500 Revenue ETF

+0.28%

+$647.51

AGG iShares Core U.S. Aggregate Bond ETF

+0.23%

+$26,671.72

IVE ISHARES S&P 500 VALUE ETF

+0.18%

+$12,667.36

IWO iShares Russell 2000 Growth ETF

+0.1%

+$5,430.34

AMAT Applied Materials, Inc.

-4.82%

-$50,646.96

META Meta Platforms Inc Class A

-4.27%

-$12,150.92

MSFT Microsoft Corp.

-2.2%

-$15,832.17

GOOG Alphabet Inc

-2.08%

-$6,182.39

NVDA NVIDIA Corporation

-1.41%

-$7,215.32

QQQ Invesco QQQ Trust, Series 1

-1.34%

-$263,291.04

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-1.23%

-$231,737.52

BN Brookfield Corporation

-1.11%

-$5,607.07

AAPL Apple Inc.

-0.92%

-$51,441.09

OKLO Oklo Inc.

-0.83%

-$1,725

IEFA iShares Core MSCI EAFE ETF

-0.78%

-$117,986.87

IVV iShares Core S&P 500 ETF

-0.61%

-$222,979.84

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.56%

-$2,689.56

STX Seagate Technology Holdings plc

-0.54%

-$3,987.9

SEIC SEI Investments Company

-0.49%

-$1,980

IJR iShares Core S&P Small-Cap ETF

-0.23%

-$1,288.26

IWN iShares Russell 2000 Value ETF

-0.09%

-$1,103.76

CAT Caterpillar Inc.

-0.07%

-$389.36

FDVV Fidelity High Dividend ETF

-0.06%

-$4,516.68

Events

Dividends

Dividend Analysis

No Data

Trades 156	Longs Won 118/156 75%	Profit Factor 93.51
Profitability	Shorts Won 0/0 0%	Standard Deviation $876,272.49
Average Win $267,015.92	Best Trade (Jul 14) $7.7M	Sharpe Ratio -13.44
Average Loss -$8,867.41	Worst Trade (Jul 17) -$73,200	Z-Score 9.83 (100%)
Commissions $0	Avg. Trade Length 10m 3w 6d	Expectancy $199,813.57

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%	0.04%
Consecutive Losing Trades	16,129	14,516	12,903	11,290	9,677	8,065	6,452	4,839	3,226	1,613