CJ
Carl Jurgens Portfolio
Invests via Walker Financial Services Inc. | Managed by Carl Jurgens
Invests via Walker Financial Services Inc.
Managed by Carl Jurgens
Automatically Tracked
Carl Jurgens Profile
Carl Jurgens brings a wealth of experience as an influential figure in the investment landscape. With a proven track record spanning various sectors, he has demonstrated an ability to drive growth and innovation across emerging markets. His entrepreneurial ventures have been characterized by strategic insight and adeptness at navigating complex business challenges. Notably, his engagement in operational roles has equipped him with comprehensive perspectives on market dynamics, enhancing his relevance within finance and corporate leadership circles. Through active participation in investment forums and mentorship initiatives, he remains committed to fostering new talent while advancing best practices within the industry.
Carl Jurgens brings a wealth of experience as an influential figure in the investment landscape. With a proven track record spanning various sectors, he has demonstrated an ability to drive growth and innovation across emerging markets. His entrepreneurial ventures have been characterized by strategic insight and adeptness at navigating complex business challenges. Notably, his engagement in operational roles has equipped him with comprehensive perspectives on market dynamics, enhancing his relevance within finance and corporate leadership circles. Through active participation in investment forums and mentorship initiatives, he remains committed to fostering new talent while advancing best practices within the industry.
Investment Philosophy & Strategy
Recognizing trends and patterns within diverse market environments, Carl Jurgens adopts a contrarian investment approach that seeks undervalued opportunities often overlooked by mainstream investors. His background in entrepreneurship informs his strategic thinking, enabling him to evaluate potential not solely on current metrics but also on transformative prospects. By harnessing insights from operational experiences, he effectively identifies businesses with the capacity for substantial growth through innovative practices and responsive leadership. This mindset fosters unique investment selections that align with evolving consumer demands while emphasizing sustainable long-term value creation.
Recognizing trends and patterns within diverse market environments, Carl Jurgens adopts a contrarian investment approach that seeks undervalued opportunities often overlooked by mainstream investors. His background in entrepreneurship informs his strategic thinking, enabling him to evaluate potential not solely on current metrics but also on transformative prospects. By harnessing insights from operational experiences, he effectively identifies businesses with the capacity for substantial growth through innovative practices and responsive leadership. This mindset fosters unique investment selections that align with evolving consumer demands while emphasizing sustainable long-term value creation.
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:
22.82%
Gain +0.15%
Monthly
0.24%
Yearly
2.87%
Drawdown
13.86%
$324.98M
Equity
Holdings
$324.98M
Investment
$304.3M
$20.73M
Profit +$32,138.83
Realized
$47,598.53
Unrealized
$20.68M
Dividends
$22.04M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$32,138.83
Win %
71%
This Week
Compared To Last Week
Gain
0.7%
Profit
$2.27M
Win %
71%
This Month
Compared to last month
Gain
0.7%
Profit
$2.27M
Win %
71%
This Year
Compared to last year
Gain
0.51%
Profit
$1.64M
Win %
72%
GOOG Alphabet Inc
+6.88%
+$13,988.73 
MSFT Microsoft Corp.
+3.02%
+$53,009 
CVX Chevron Corporation
+2.35%
+$6,490.72 
TSLA Tesla, Inc.
+0.76%
+$1,781.78 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$46,464.63 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,995.76 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,823.68 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$135,571.08 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,443.84 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,642.24 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$6,475.58 
SYY Sysco Corporation
+0.63%
+$2,976.48 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$157,924.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,038.94 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,452.01 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,313.34 
JPM JPMorgan Chase & Co.
+0.27%
+$1,560.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$50,568.36 
WMT Walmart Inc.
+0.09%
+$1,460.93 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,066.23 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$777.53 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$127,160.72 
KO The Coca-Cola Company
-1.02%
-$10,256.4 
XOM Exxon Mobil Corporation
-0.97%
-$2,822.85 
DUK Duke Energy Corporation
-0.67%
-$1,743.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$43,713.39 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$3,335.75 
HD The Home Depot, Inc.
-0.42%
-$814.55 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,401.75 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$894.11 
FBND Fidelity Total Bond ETF
-0.27%
-$11,045.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$18,861 
VB Vanguard Small-Cap ETF
-0.22%
-$652.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$6,722.28 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$29,872.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$34,618.82 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$4,023.6 
ELV Elevance Health, Inc.
-0.15%
-$729.11 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$15,003.24 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$2,155.02 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$19,514.38 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$12,095.8 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$7,324.56 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$1,166.37 Events
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Dividends
Dividend Analysis
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| Trades 502 | Longs Won 321/502 63% | Profit Factor 3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,679.67 |
| Average Win $96,860.29 | Best Trade (Aug 07) $1.69M | Sharpe Ratio -10.36 |
| Average Loss -$57,259.27 | Worst Trade (Sep 30) -$2.67M | Z-Score 4.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 3d | Expectancy $41,291.28 |
| 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 | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
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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FAQ
Which stocks have generated the highest profits for Carl Jurgens?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Short Term Corporate Bond ETF - $4.98M, Schwab U.S. Dividend Equity ETF - $4.16M, iShares Core U.S. Aggregate Bond ETF - $3.14M, iShares 0-5 Year TIPS Bond ETF - $2.61M, and Vanguard Total International Stock Index Fund Investor Shares - $1.97M. 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: Schwab U.S. TIPS ETF - $4.42M, iShares GNMA Bond ETF - $498,608.3, Vanguard FTSE Europe ETF - $232,965.32, Vanguard Health Care ETF - $157,140.39, and United Parcel Service, Inc - $108,093.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carl Jurgens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.04M earned over time. The largest contributors to dividend income include SPDR Portfolio Short Term Corporate Bond ETF - $4.57M, Schwab U.S. Dividend Equity ETF - $2.89M, iShares Core U.S. Aggregate Bond ETF - $2.34M, iShares 0-5 Year TIPS Bond ETF - $2.34M, and Schwab U.S. TIPS ETF - $1.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carl Jurgens's monthly returns?
Carl Jurgens's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Carl Jurgens's strategy be considered aggressive or moderate?
Carl Jurgens's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Carl Jurgens's strategy?
Carl Jurgens'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.
