Kurt Threlfall Portfolio

Invests via NSI Retail Advisors LLC | Managed by Kurt Threlfall

Invests via NSI Retail Advisors LLC

Managed by Kurt Threlfall

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:05 PM

Kurt Threlfall Profile

Kurt Threlfall has built a robust career as an operating executive in the technology sector, leveraging extensive experience to drive growth and innovation. His leadership at various firms has enabled him to navigate complex market landscapes while enhancing organizational capabilities. Known for his strategic vision, he plays a critical role in fostering relationships with key stakeholders and aligning operational efficiency with business objectives. Kurt's insights into market trends position him as a valuable contributor within corporate finance circles, facilitating discussions around emerging opportunities and competitive positioning.

Investment Philosophy & Strategy

Opportunity identification hinges on insights drawn from deep industry experience. Kurt Threlfall excels at recognizing emerging trends and positioning organizations to capitalize on them effectively. His entrepreneurial spirit, combined with a strong foundation in operational excellence, drives both innovation and strategic agility within technology enterprises. By fostering collaboration among cross-functional teams, he enhances decision-making processes that reflect market dynamics while prioritizing scalable growth initiatives. This capacity for adaptation and responsiveness underlines his commitment to transforming concepts into sustainable business practices.

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:

52.66%

Gain +0.52%

Monthly

0.67%

Yearly

8.32%

Drawdown

15.2%

$707.75M

Equity

Holdings

$707.75M

Investment

$455.49M

$268.08M

Profit +$4.2M

Realized

$15.82M

Unrealized

$252.26M

Dividends

$41.96M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.52%

Profit

$4.2M

Win %

97%

This Week

Compared To Last Week

Gain

-0.25%

Profit

-$1.79M

Win %

97%

This Month

Compared to last month

Gain

-0.75%

Profit

-$5.35M

Win %

97%

This Year

Compared to last year

Gain

10.26%

Profit

$65.83M

Win %

97%

Gainers
Losers

XLF Financial Select Sector SPDR Fund

+1.39%

+$502,897

SPSM SPDR Portfolio S&P 600 Small Cap ETF

+0.97%

+$21,654

VTV Vanguard Value ETF

+0.94%

+$717,857.74

SPEM SPDR Portfolio Emerging Markets ETF

+0.91%

+$37,318

IWM iShares Russell 2000 ETF

+0.9%

+$590,286

HDV iShares Core High Dividend ETF

+0.87%

+$277,080

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.75%

+$114,760.3

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$755,216

IVV iShares Core S&P 500 ETF

+0.58%

+$93,310.26

SPY SPDR S&P 500 ETF Trust

+0.57%

+$547,529.91

IWV ISHARES RUSSELL 3000 ETF

+0.56%

+$219,490.93

SPYM State Street SPDR Portfolio S&P 500 ETF

+0.29%

+$55,029

SPDW SPDR Portfolio Developed World ex-US ETF

+0.28%

+$34,684

VUG Vanguard Growth ETF

+0.22%

+$235,737.18

EZU iShares MSCI Eurozone ETF

+0.04%

+$13,287.5

66263L593

66263L775

66263L825

IEI iShares 3-7 Year Treasury Bond ETF

-0.12%

-$31,738

Events

Dividends

Dividend Analysis

No Data

Trades 422	Longs Won 175/422 41%	Profit Factor 10.94
Profitability	Shorts Won 0/0 0%	Standard Deviation $3.32M
Average Win $1.69M	Best Trade (Jun 12) $47.05M	Sharpe Ratio -10.87
Average Loss -$109,206.43	Worst Trade (Jun 30) -$8.59M	Z-Score -0.94 (65.27%)
Commissions $0	Avg. Trade Length 1y 4m 3w 6d	Expectancy $635,264.67

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%	0.02%
Consecutive Losing Trades	6,494	5,844	5,195	4,545	3,896	3,247	2,597	1,948	1,299	649