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:
26.64%
Gain +0.11%
Monthly
0.21%
Yearly
2.49%
Drawdown
13.86%
$323.19M
Equity
Holdings
$323.19M
Investment
$304.3M
$18.93M
Profit +$146,167.34
Realized
$47,598.53
Unrealized
$18.89M
Dividends
$23.48M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$146,167.34
Win %
61%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$345,941.57
Win %
61%
This Month
Compared to last month
Gain
-0.01%
Profit
-$39,056.99
Win %
61%
This Year
Compared to last year
Gain
-0.05%
Profit
-$150,892.58
Win %
64%
TSLA Tesla, Inc.
+5.46%
+$14,609.25 
EXPD Expeditors International of Washington, Inc.
+2.43%
+$7,540.48 
GOOG Alphabet Inc
+2.23%
+$4,549.23 
IEMG iShares Core MSCI Emerging Markets ETF
+1.58%
+$106,620.3 
QQQ Invesco QQQ Trust, Series 1
+1.55%
+$17,248.84 
QQQM Invesco NASDAQ 100 ETF
+1.53%
+$327,396.47 
ELV Elevance Health, Inc.
+1.45%
+$7,187.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.42%
+$93,008 
VB Vanguard Small-Cap ETF
+1.32%
+$3,737.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.26%
+$39,773.49 
SCHB Schwab U.S. Broad Market ETF
+1.12%
+$306,559.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.1%
+$4,340.64 
SPY SPDR S&P 500 ETF Trust
+1.07%
+$4,577.77 
IVV iShares Core S&P 500 ETF
+1.06%
+$2,303.94 
AAPL Apple Inc.
+1.06%
+$18,202.81 
SCHX Schwab U.S. Large-Cap ETF
+1.06%
+$10,906.24 
VOO Vanguard S&P 500 ETF
+1.01%
+$4,116.39 
DUK Duke Energy Corporation
+0.83%
+$1,961.82 
MSFT Microsoft Corp.
+0.77%
+$15,451.28 
VIG Vanguard Dividend Appreciation ETF
+0.72%
+$2,661.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.68%
+$131,923.83 
HD The Home Depot, Inc.
+0.66%
+$1,084.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.31%
+$84,280.6 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$3,455.31 
FBND Fidelity Total Bond ETF
+0.24%
+$9,665.04 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.24%
+$1,601.16 
WMT Walmart Inc.
+0.22%
+$3,358.61 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$13,579.92 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.14%
+$383.19 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.12%
+$20,004.32 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.12%
+$2,816.52 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.08%
+$11,949.16 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.05%
+$1,616.27 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$1,555.06 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$14,650.58 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,243.83 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$12,779.53 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.03%
+$1,749.56 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$4,878.6 
Events
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Dividends
Dividend Analysis
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| Trades 502 | Longs Won 299/502 59% | Profit Factor 2.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $248,443.05 |
| Average Win $103,359.35 | Best Trade (Oct 07) $2.08M | Sharpe Ratio -10.36 |
| Average Loss -$58,972.23 | Worst Trade (Sep 30) -$2.67M | Z-Score 1.64 (89.9%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w | Expectancy $37,715.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,495 | 4,945 | 4,396 | 3,846 | 3,297 | 2,747 | 2,198 | 1,648 | 1,099 | 549 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,186 | $1.04M | $1.73M | - | $690,959.74 | 66.42% | +1.063% |
| AGG iShares Core U.S. Aggregate Bond ETF | 75,444 | $7.46M | $7.14M | - | -$327,155.39 | -4.38% | +0.191% |
| BRK-B Berkshire Hathaway Inc. | 2,319 | $903,567.36 | $1.16M | - | $260,547.45 | 28.84% | +0.298% |
 CVX Chevron Corporation | 1,436 | $218,220.19 | $295,507.4 | - | $77,287.21 | 35.42% | -0.635% |
| DUK Duke Energy Corporation | 2,076 | $262,823 | $238,086.06 | - | -$24,736.94 | -9.41% | +0.831% |
| ELV Elevance Health, Inc. | 1,302 | $381,201 | $504,121.38 | - | $122,920.38 | 32.25% | +1.446% |
| EXPD Expeditors International of Washington, Inc. | 1,650 | $268,917 | $317,311.5 | - | $48,394.5 | 18% | +2.434% |
| FBND Fidelity Total Bond ETF | 92,048 | $4.19M | $4M | - | -$187,238.18 | -4.47% | +0.242% |
| FLOT iShares Floating Rate Bond ETF | 732,529 | $37.38M | $37.27M | - | -$109,059.1 | -0.29% | +0.039% |
| FSTA Fidelity MSCI Consumer Staples Index ETF | 13,343 | $642,427.39 | $678,358.12 | - | $35,930.73 | 5.59% | +0.237% |
| GOOG Alphabet Inc | 609 | $215,361 | $208,521.6 | - | -$6,839.4 | -3.18% | +2.23% |
| HD The Home Depot, Inc. | 586 | $192,694.71 | $166,605.66 | - | -$26,089.05 | -13.54% | +0.655% |
| IEMG iShares Core MSCI Emerging Markets ETF | 82,973 | $5.74M | $6.85M | - | $1.1M | 19.24% | +1.582% |
| IVV iShares Core S&P 500 ETF | 282 | $151,159.49 | $218,705.1 | - | $67,545.61 | 44.68% | +1.065% |
 JPM JPMorgan Chase & Co. | 1,660 | $354,902.18 | $550,555.6 | - | $195,653.42 | 55.13% | -0.456% |
 KO The Coca-Cola Company | 11,396 | $748,418.99 | $974,874.24 | - | $226,455.25 | 30.26% | -0.644% |
| MSFT Microsoft Corp. | 3,892 | $1.23M | $2.01M | - | $781,926.11 | 63.61% | +0.774% |
| QQQ Invesco QQQ Trust, Series 1 | 1,496 | $611,001.5 | $1.13M | - | $516,324.26 | 84.5% | +1.554% |
| QQQM Invesco NASDAQ 100 ETF | 69,882 | $17.75M | $21.68M | - | $3.93M | 22.15% | +1.533% |
| RSP Invesco S&P 500 Equal Weight ETF | 93,563 | $18.17M | $19.69M | - | $1.52M | 8.35% | +0.675% |
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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 - $5.19M, Schwab U.S. Dividend Equity ETF - $4.39M, iShares Core U.S. Aggregate Bond ETF - $3.16M, iShares 0-5 Year TIPS Bond ETF - $2.61M, and Vanguard Total International Stock Index Fund Investor Shares - $1.98M. 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 $23.48M earned over time. The largest contributors to dividend income include SPDR Portfolio Short Term Corporate Bond ETF - $4.79M, Schwab U.S. Dividend Equity ETF - $3.12M, iShares Core U.S. Aggregate Bond ETF - $2.36M, iShares 0-5 Year TIPS Bond ETF - $2.34M, and iShares Treasury Floating Rate Bond ETF - $1.51M. 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.
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