Carl Jurgens Portfolio

Invests via Walker Financial Services Inc. | Managed by Carl Jurgens

Invests via Walker Financial Services Inc.

Managed by Carl Jurgens

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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.

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.

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:

13.02%

Gain +0.27%

Monthly

0.06%

Yearly

0.77%

Drawdown

13.66%

$305.28M

Equity

Holdings

$305.28M

Investment

$284.1M

$20.29M

Profit +$811,040.01

Realized

-$892,817.83

Unrealized

$21.18M

Dividends

$19.98M

Goals

Avg. 90.5% completed goals

Yearly

Gain > 5%

2026

81%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.27%

Profit

$811,040.01

Win %

75%

This Week

Compared To Last Week

Gain

0.23%

Profit

$692,151.57

Win %

75%

This Month

Compared to last month

Gain

-0.07%

Profit

-$217,065.67

Win %

75%

This Year

Compared to last year

Gain

4.06%

Profit

$11.97M

Win %

77%

Gainers
Losers

JPM JPMorgan Chase & Co.

+3.08%

+$17,010.95

HD The Home Depot, Inc.

+2.02%

+$4,402.26

AAPL Apple Inc.

+0.85%

+$15,696.72

FBND Fidelity Total Bond ETF

+0.23%

+$12,174.65

AGG iShares Core U.S. Aggregate Bond ETF

+0.21%

+$19,327.56

SCHZ Schwab U.S. Aggregate Bond ETF

+0.2%

+$597.69

VGIT Vanguard Intermediate-Term Treasury Fund

+0.2%

+$5,565.19

SCHR Schwab Intermediate-Term U.S. Treasury ETF

+0.14%

+$18,492.46

FSTA Fidelity MSCI Consumer Staples Index ETF

+0.13%

+$1,256.5

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF

+0.12%

+$18,685.68

XOM Exxon Mobil Corporation

+0.11%

+$312.48

WMT Walmart Inc.

+0.11%

+$1,038.39

SPSB SPDR Portfolio Short Term Corporate Bond ETF

+0.03%

+$9,491.79

TFLO iShares Treasury Floating Rate Bond ETF

+0.03%

+$11,650.56

SPTS SPDR Portfolio Short Term Treasury ETF

+0.03%

+$881.2

TBUX T. Rowe Price Ultra Short-Term Bond ETF

+0.02%

+$1,233.22

VUSB Vanguard Ultra-Short Bond ETF

+0.01%

+$410.75

SHV iShares Short Treasury Bond ETF

+0.01%

+$376.66

ANTM Anthem Inc

NVDA NVIDIA Corporation

-1.96%

-$5,231.63

MSFT Microsoft Corp.

-1.74%

-$31,540.92

QQQ Invesco QQQ Trust, Series 1

-1.66%

-$25,143.78

QQQM Invesco NASDAQ 100 ETF

-1.64%

-$303,631.05

IEMG iShares Core MSCI Emerging Markets ETF

-1.49%

-$90,016.92

KO The Coca-Cola Company

-0.86%

-$10,554.45

SCHX Schwab U.S. Large-Cap ETF

-0.56%

-$5,870.2

IVV iShares Core S&P 500 ETF

-0.55%

-$2,052.38

SCHB Schwab U.S. Broad Market ETF

-0.55%

-$125,547.68

SPY SPDR S&P 500 ETF Trust

-0.54%

-$2,351.75

VOO Vanguard S&P 500 ETF

-0.53%

-$2,146

VTI VANGUARD TOTAL STOCK MKT ETF

-0.51%

-$1,996.9

VB Vanguard Small-Cap ETF

-0.44%

-$1,281.8

VXUS Vanguard Total International Stock Index Fund Investor Shares

-0.41%

-$17,437.24

SCHD Schwab U.S. Dividend Equity ETF

-0.31%

-$89,064

VRSK Verisk Analytics Inc.

-0.3%

-$1,102.43

CVX Chevron Corporation

-0.29%

-$797.65

BRK-B Berkshire Hathaway Inc.

-0.26%

-$4,104.23

SYY Sysco Corporation

-0.24%

-$1,064.76

RSP Invesco S&P 500 Equal Weight ETF

-0.21%

-$35,371.24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.1%

-$5,546.73

STIP iShares 0-5 Year TIPS Bond ETF

-0.08%

-$17,203.84

KR Kroger Co.

-0.06%

-$125.52

FLOT iShares Floating Rate Bond ETF

-0.03%

-$9,754.2

Events

Dividends

Dividend Analysis

No Data

Trades 459	Longs Won 297/459 64%	Profit Factor 3.25
Profitability	Shorts Won 0/0 0%	Standard Deviation $241,932.39
Average Win $98,643.28	Best Trade (Jun 15) $1.92M	Sharpe Ratio -11.97
Average Loss -$55,625.22	Worst Trade (Sep 30) -$2.67M	Z-Score 2.95 (99.68%)
Commissions $0	Avg. Trade Length 1y 7m 2d	Expectancy $44,195.58

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	5,495	4,945	4,396	3,846	3,297	2,747	2,198	1,648	1,099	549