Kurt Van Dyken Portfolio
Invests via Lifeworks Advisors LLC | Managed by Kurt Van Dyken
Invests via Lifeworks Advisors LLC
Managed by Kurt Van Dyken
Automatically Tracked
Kurt Van Dyken Profile
Kurt Van Dyken is a seasoned entrepreneurial founder known for his contributions to technology commercialization in emerging markets. With an extensive track record in building innovative startups, he has successfully led multiple ventures that bridge technological gaps and drive industry advancements. His strategic insights into market expansion have positioned him as a key player in fostering growth across various sectors, particularly within tech-driven landscapes. Beyond his operational expertise, he plays an influential role in advising early-stage companies seeking to navigate complex financial ecosystems effectively.
Kurt Van Dyken is a seasoned entrepreneurial founder known for his contributions to technology commercialization in emerging markets. With an extensive track record in building innovative startups, he has successfully led multiple ventures that bridge technological gaps and drive industry advancements. His strategic insights into market expansion have positioned him as a key player in fostering growth across various sectors, particularly within tech-driven landscapes. Beyond his operational expertise, he plays an influential role in advising early-stage companies seeking to navigate complex financial ecosystems effectively.
Investment Philosophy & Strategy
Innovation drives the approach of Kurt Van Dyken, whose entrepreneurial acumen is evident in his ability to identify and capitalize on emerging market opportunities. With a profound understanding of technology commercialization, he engages with startups to optimize their growth potential while effectively addressing sector-specific challenges. His hands-on experience enables him to guide businesses through pivotal transitions, emphasizing scalable solutions that resonate within dynamic industries. By leveraging strategic relationships and financial insights, he cultivates ecosystems conducive to sustainable development, ensuring that innovative initiatives can thrive amidst evolving market conditions.
Innovation drives the approach of Kurt Van Dyken, whose entrepreneurial acumen is evident in his ability to identify and capitalize on emerging market opportunities. With a profound understanding of technology commercialization, he engages with startups to optimize their growth potential while effectively addressing sector-specific challenges. His hands-on experience enables him to guide businesses through pivotal transitions, emphasizing scalable solutions that resonate within dynamic industries. By leveraging strategic relationships and financial insights, he cultivates ecosystems conducive to sustainable development, ensuring that innovative initiatives can thrive amidst evolving market conditions.
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:
110.59%
Gain +2.36%
Monthly
1.29%
Yearly
16.67%
Drawdown
23.04%
$964.38M
Equity
Holdings
$964.38M
Investment
$766.92M
$250.99M
Profit +$11.31M
Realized
$53.54M
Unrealized
$197.46M
Dividends
$44.93M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.36%
Profit
$11.31M
Win %
67%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$2.67M
Win %
67%
This Month
Compared to last month
Gain
0.51%
Profit
$4.9M
Win %
67%
This Year
Compared to last year
Gain
1.31%
Profit
$12.49M
Win %
68%
DELL Dell Technologies Inc.
+11.27%
+$3.49M 
HPE Hewlett Packard Enterprise Company
+10.47%
+$1.59M 
HPQ HP Inc.
+9.88%
+$757,792.28 
NTAP NetApp, Inc.
+6.75%
+$593,798.8 
AVT Avnet Inc.
+6.65%
+$15,352.39 
MSTR Strategy Inc.
+4.82%
+$35,555.36 
ANET Arista Networks, Inc.
+4.73%
+$11,157.12 
JBL Jabil Inc.
+4.56%
+$441,825.4 
TXN Texas Instruments Inc
+3.79%
+$30,579.48 
ETN Eaton Corporation plc
+3.67%
+$19,137.76 
FFIV F5 Inc.
+3.54%
+$303,576.65 
GEV GE Vernova Inc.
+3.27%
+$58,861.73 
KEYS Keysight Technologies, Inc.
+3.25%
+$252,237.6 
DY Dycom Industries Inc.
+3.24%
+$4,792.5 
CSCO Cisco Systems, Inc.
+3.23%
+$328,237.71 
ADI Analog Devices, Inc.
+3.12%
+$8,903.3 
KR Kroger Co.
+2.88%
+$213,406.64 
MPC Marathon Petroleum Corporation
+2.85%
+$29,835.07 
QCOM QUALCOMM Incorporated
+2.72%
+$195,428.96 
TER Teradyne, Inc.
+2.6%
+$18,403.13 
INTC Intel Corporation
+2.59%
+$8,951.8 
BBY Best Buy Co., Inc.
+2.46%
+$7,988.85 
AAPL Apple Inc.
+2.41%
+$301,658.56 
BLK BlackRock, Inc.
+2.35%
+$5,280.92 
ISRG Intuitive Surgical, Inc.
+2.3%
+$25,725.96 
GOOGL Alphabet Inc
+2.22%
+$72,321.71 
T AT&T Inc.
+2.17%
+$7,303.24 
TRMB Trimble Inc.
+2.13%
+$12,085.48 
IBM International Business Machines Corporation
+2.12%
+$135,859.81 
VLO Valero Energy Corporation
+2.08%
+$15,530.04 
AMD Advanced Micro Devices, Inc.
+2.04%
+$39,657.62 
GOOG Alphabet Inc
+2.03%
+$12,348.08 
NRG NRG Energy, Inc.
+2%
+$3,077.4 
IBIT iShares Bitcoin Trust
+1.98%
+$208,360.33 
EWJ iShares MSCI Japan ETF
+1.98%
+$52,739.93 
GBTC Grayscale Bitcoin Trust ETF
+1.95%
+$5,168.96 
MPWR Monolithic Power Systems, Inc.
+1.82%
+$12,372.79 
MCHP Microchip Technology Incorporated
+1.77%
+$7,459.98 
JCI Johnson Controls International plc
+1.72%
+$7,874.3 
BA Boeing Company
+1.69%
+$19,514.4 
DAL Delta Air Lines, Inc.
+1.69%
+$5,442.36 
CTAS Cintas Corporation
+1.65%
+$3,894.57 
CAT Caterpillar Inc.
+1.56%
+$129,587.74 
GLW Corning Incorporated
+1.56%
+$165,882.6 
PM Philip Morris International Inc.
+1.55%
+$6,864.65 
GRMN Garmin Ltd.
+1.55%
+$119,412.44 
GWW W.W. Grainger, Inc.
+1.51%
+$4,358.39 
GEN Gen Digital Inc.
+1.49%
+$100,616.73 
SYY Sysco Corporation
+1.46%
+$9,358.46 
DE Deere & Company
+1.44%
+$115,833.96 
EMR Emerson Electric Co.
+1.42%
+$5,021.8 
OTIS Otis Worldwide Corporation
+1.39%
+$50,117.98 
VGT Vanguard Information Technology ETF
+1.37%
+$3,086.88 
META Meta Platforms Inc Class A
+1.31%
+$27,735.84 
KLAC KLA Corporation
+1.3%
+$15,996.57 
VZ Verizon Communications Inc.
+1.27%
+$12,141.83 
FTEC Fidelity MSCI Information Technology Index ETF
+1.26%
+$203,689.71 
XLK State Street Technology Select Sector SPDR ETF
+1.26%
+$6,594.12 
CARR Carrier Global Corporation
+1.25%
+$3,588.34 
GLD SPDR Gold Shares
+1.25%
+$56,412.67 
HONA Honeywell Aerospace Inc.
+1.24%
+$23,778.16 
SMH VanEck Semiconductor ETF
+1.24%
+$2,495.05 
AMZN Amazon.com Inc
+1.24%
+$68,564.26 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+1.2%
+$3,678.4 
DASH DoorDash, Inc.
+1.2%
+$5,056.18 
DIS The Walt Disney Company
+1.18%
+$7,888.75 
IAU iShares Gold Trust
+1.18%
+$222,873.6 
SGOL abrdn Physical Gold Shares ETF
+1.18%
+$8,652.89 
OUNZ VanEck Merk Gold Trust
+1.16%
+$79,245.6 
CPB The Campbell's Company
+1.15%
+$71,283.12 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+1.13%
+$3,295.2 
FCOM Fidelity MSCI Communication Services Index ETF
+1.12%
+$5,452.8 
EEM iShares MSCI Emerging Markets ETF
+1.1%
+$103,322.62 
AAVM Alpha Value Momentum Trend ETF
+1.09%
+$3,530.54 
GWX SPDR S&P International Small Cap ETF
+1.09%
+$4,147.5 
CHPY YieldMax Semiconductor Portfolio Option Income ETF (YLDMX SMICON PO OPTN INC)
+1.09%
+$2,927.52 
IEMG iShares Core MSCI Emerging Markets ETF
+1.07%
+$9,221.13 
DFAE Dimensional Emerging Core Equity Market ETF
+1.06%
+$8,597.82 
VUG Vanguard Growth ETF
+1.04%
+$17,581.2 
HST Host Hotels & Resorts Inc.
+1.04%
+$2,088.86 
CORO Ishares International Country Rotational Active ETF
+1.02%
+$6,666.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.02%
+$15,979.64 
SCHF Schwab International Equity ETF
+1%
+$6,388.2 
AMAT Applied Materials, Inc.
+1%
+$20,138.26 
SPDW SPDR Portfolio Developed World ex-US ETF
+1%
+$637,380.15 
GDDY Godaddy Inc.
+1%
+$3,480 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.99%
+$4,166.06 
EFV iShares MSCI EAFE Value ETF
+0.98%
+$9,645.74 
IEFA iShares Core MSCI EAFE ETF
+0.96%
+$2,114.7 
BLCR iShares Large Cap Core ACT ETF
+0.95%
+$4,425.87 
ITW Illinois Tool Works Inc.
+0.95%
+$54,183.37 
HD The Home Depot, Inc.
+0.94%
+$10,062.98 
LYG Lloyds Banking Group Plc ADR
+0.93%
+$1,442.43 
TRV The Travelers Companies, Inc.
+0.92%
+$7,060.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.91%
+$16,820.88 
CMI Cummins Inc.
+0.9%
+$60,293.9 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.89%
+$21,974.69 
PKG Packaging Corporation of America
+0.89%
+$4,825.17 
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF
+0.89%
+$2,355.31 
EBAY eBay Inc.
+0.89%
+$78,960.8 
EFA iShares MSCI EAFE ETF
+0.88%
+$6,738.17 
PNR Pentair plc
+0.85%
+$24,361.06 
CDNS Cadence Design Systems, Inc.
+0.84%
+$4,674.82 
MSI Motorola Solutions, Inc.
+0.83%
+$15,951.91 
QQQM Invesco NASDAQ 100 ETF
+0.83%
+$2,176.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.82%
+$14,885.11 
FIDU Fidelity MSCI Industrials Index ETF
+0.82%
+$85,325.6 
THRO iShares U.S. Thematic Rotation Active ETF
+0.82%
+$3,313.22 
MTUM iShares MSCI USA Momentum Factor ETF
+0.82%
+$3,831.3 
IVV iShares Core S&P 500 ETF
+0.81%
+$67,821.99 
SCHX Schwab U.S. Large-Cap ETF
+0.8%
+$7,029.36 
SPY SPDR S&P 500 ETF Trust
+0.8%
+$100,258.87 
VOO Vanguard S&P 500 ETF
+0.8%
+$20,772.09 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$5,325.23 
XLI Industrial Select Sector SPDR Fund
+0.79%
+$3,159.72 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.77%
+$31,577.91 
IVE ISHARES S&P 500 VALUE ETF
+0.77%
+$9,673.16 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.77%
+$15,236.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.76%
+$9,743.2 
QQQ Invesco QQQ Trust, Series 1
+0.76%
+$82,683.36 
PG Procter & Gamble Co
+0.74%
+$8,521.34 
EFG iShares MSCI EAFE Growth ETF
+0.74%
+$7,767.92 
LMUB iShares Long-Term National Muni Bond ETF
+0.73%
+$4,000.76 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$10,308.48 
AVGO Broadcom Inc.
+0.72%
+$16,315.05 
NVDA NVIDIA Corporation
+0.71%
+$40,971.15 
ORCL Oracle Corporation
+0.71%
+$46,377.36 
BAI iShares A.I. Innovation and Tech Active ETF
+0.69%
+$6,275.07 
QUAL iShares MSCI USA Quality Factor ETF
+0.69%
+$4,674.96 
JNJ Johnson & Johnson
+0.69%
+$76,487.89 
FELV Fidelity Enhanced Large Cap Value ETF
+0.69%
+$2,314.78 
V Visa Inc. Class A
+0.67%
+$44,363.85 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.67%
+$1,434.12 
HOOD Robinhood Markets, Inc.
+0.67%
+$6,540.56 
IYR iShares U.S. Real Estate ETF
+0.65%
+$1,662.7 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$10,960.55 
VB Vanguard Small-Cap ETF
+0.64%
+$2,969.58 
PCAR PACCAR Inc.
+0.64%
+$58,061.66 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.64%
+$1,374.38 
DRI Darden Restaurants, Inc.
+0.63%
+$3,255.35 
LIN Linde plc
+0.63%
+$42,996.9 
VGK Vanguard FTSE Europe ETF
+0.63%
+$1,612.24 
AXON Axon Enterprise, Inc.
+0.62%
+$5,153.17 
NFLX Netflix, Inc.
+0.61%
+$10,677.75 
AXP American Express Company
+0.61%
+$7,452.94 
VO Vanguard Mid-Cap ETF
+0.6%
+$5,650.73 
CVNA Carvana Co.
+0.6%
+$1,397.76 
SPEM SPDR Portfolio Emerging Markets ETF
+0.59%
+$8,298.81 
DVA DaVita Inc.
+0.59%
+$1,936.7 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.58%
+$1,710.66 
VWO Vanguard FTSE Emerging Markets ETF
+0.58%
+$2,299.77 
ABBV AbbVie Inc.
+0.57%
+$63,876.46 
IMCV iShares Morningstar Mid-Cap ETF
+0.57%
+$1,215.07 
CME CME Group Inc.
+0.57%
+$2,460.12 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$1,804.84 
MUB iShares National Muni Bond ETF
+0.55%
+$27,847.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.55%
+$27,932.94 
BUFR FT Vestladder Buffer ETF-USD I
+0.53%
+$2,761.78 
IWM iShares Russell 2000 ETF
+0.53%
+$17,379.98 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.53%
+$5,143.18 
RUNN Running Oak Efficient Growth ETF
+0.52%
+$1,431.24 
LYB LyondellBasell Industries N.V.
+0.5%
+$3,269.44 
RSG Republic Services, Inc.
+0.5%
+$30,209.3 
VRSN Verisign Inc.
+0.5%
+$23,647.37 
FMAT Fidelity MSCI Materials Index ETF
+0.49%
+$11,138.08 
FAPR FT Vest U.S. Equity Buffer ETF
+0.48%
+$1,191.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.47%
+$3,482.46 
VTV Vanguard Value ETF
+0.46%
+$8,560.33 
TLH iShares 10-20 Year Treasury Bond ETF
+0.46%
+$1,687.8 
APP AppLovin Corporation Class A Common Stock
+0.44%
+$2,430.18 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.43%
+$3,605.44 
VTEB Vanguard Tax-Exempt Bond ETF
+0.42%
+$1,318.97 
TAXF American Century Diversified Municipal Bond ETF
+0.42%
+$1,524.99 
TSLA Tesla, Inc.
+0.42%
+$7,994.25 
SCHA Schwab U.S. Small-Cap ETF
+0.42%
+$1,176.56 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.41%
+$1,174.5 
JPM JPMorgan Chase & Co.
+0.41%
+$5,583.48 
WFC Wells Fargo & Company
+0.39%
+$1,365.35 
CVX Chevron Corporation
+0.39%
+$3,447.03 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.38%
+$1,442.76 
RDVY First Trust Rising Dividend Achievers ETF
+0.37%
+$841.5 
MSFT Microsoft Corp.
+0.37%
+$63,220.56 
GDEC FT VEST US Equity Moderate B Fund
+0.36%
+$1,135.93 
LOW Lowe's Companies Inc.
+0.36%
+$1,381.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.31%
+$63,522.55 
VTRS Viatris Inc.
+0.31%
+$3,835.73 
CHRW C.H. Robinson Worldwide, Inc.
+0.3%
+$1,126.69 
IHE iShares U.S. Pharmaceuticals ETF
+0.27%
+$773.58 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.26%
+$1,139.65 
KO The Coca-Cola Company
+0.25%
+$3,640.78 
RWO SPDR Dow Jones Global Real Estate ETF
+0.25%
+$643.2 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.24%
+$951.6 
FOX Fox Corporation Class B Common Stock
+0.24%
+$968.24 
MA Mastercard Incorporated
+0.22%
+$522.5 
FNCL Fidelity MSCI Financials Index ETF
+0.2%
+$4,819.2 
MBB iShares MBS ETF
+0.2%
+$34,761.6 
PLTR Palantir Technologies Inc.
+0.2%
+$606.45 
XLP Consumer Staples Select Sector SPDR Fund
+0.19%
+$493.76 
EL The Estée Lauder Companies Inc. Class A
+0.19%
+$541.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$1,263.22 
WMT Walmart Inc.
+0.18%
+$3,621.21 
SBAR Simplify Barrier Income ETF
+0.18%
+$1,127.44 
WAB Wabtec Corporation
+0.17%
+$11,611.04 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$1,094.62 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.17%
+$538.7 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.16%
+$337.76 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.16%
+$361.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.16%
+$962.89 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.15%
+$5,583.52 
SPHY SPDR Portfolio High Yield Bond ETF
+0.15%
+$919.51 
ADSK Autodesk, Inc.
+0.15%
+$579.91 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.14%
+$346.45 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.14%
+$6,636.91 
MOAT VanEck Morningstar Wide Moat Fund
+0.14%
+$353.4 
TGT Target Corporation
+0.12%
+$768.11 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$1,438.72 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$3,127.53 
ELV Elevance Health, Inc.
+0.11%
+$939.53 
BRTR iShares Total Return Act ETF
+0.11%
+$462.11 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$29,611.12 
IAGG iShares International Aggregate Bond Fund
+0.11%
+$235.07 
AFL Aflac Inc.
+0.11%
+$223.25 
AEP American Electric Power Company, Inc.
+0.1%
+$346.58 
AEE Ameren Corporation
+0.1%
+$227.53 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$193.22 
BNDX Vanguard Total International Bond ETF
+0.06%
+$12,131.79 
XLE Energy Select Sector SPDR Fund
+0.06%
+$372.2 
NEE NextEra Energy, Inc.
+0.06%
+$189.7 
MO Altria Group, Inc.
+0.06%
+$6,212.84 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.05%
+$410.7 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$234.6 
HWM Howmet Aerospace Inc.
+0.05%
+$433.67 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$163.25 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$127.89 
CMCSA Comcast Corp
+0.04%
+$187.67 
XEL Xcel Energy Inc.
+0.04%
+$267.63 
BINC iShares Flexible Income Active ETF
+0.03%
+$65.07 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$217.66 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$3,139.47 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$114.64 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$493.93 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$117.44 
EVRG Evergy Inc.
+0.02%
+$1,041.56 
PNW Pinnacle West Capital Corporation
+0.01%
+$30.67 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$32.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$37.74 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
STX Seagate Technology Holdings plc
-4.83%
-$1.11M 
SNDK SanDisk Corporation
-4.03%
-$28,110.75 
WDC Western Digital Corporation
-3.41%
-$32,545.37 
CLX The Clorox Company
-2.77%
-$179,080.62 
UNH UnitedHealth Group Incorporated
-2.6%
-$18,654.7 
ALB Albemarle Corporation
-2.23%
-$9,691.36 
UBER Uber Technologies, Inc.
-1.9%
-$22,883.16 
CRWD CrowdStrike Holdings, Inc.
-1.81%
-$31,253.04 
GSG iShares S&P GSCI Commodity-Indexed Trust
-1.61%
-$47,393.54 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.52%
-$68,757.98 
LMT Lockheed Martin Corporation
-1.33%
-$10,561.33 
HRL Hormel Foods Corporation
-1.32%
-$9,611.25 
ABT Abbott Laboratories
-1.24%
-$56,110.81 
CVS CVS Health Corporation
-1.17%
-$5,008.32 
DVN Devon Energy Corporation
-1.07%
-$3,128.14 
CAG Conagra Brands Inc.
-1.05%
-$2,312.29 
TROW T. Rowe Price Group, Inc.
-1.04%
-$2,515.02 
SCHW Charles Schwab Corporation
-0.98%
-$3,222.45 
CAH Cardinal Health Inc.
-0.97%
-$7,264.09 
MDT Medtronic plc
-0.95%
-$48,996.5 
AMGN Amgen Inc.
-0.94%
-$6,492.6 
CF CF Industries Holdings, Inc.
-0.94%
-$7,900.67 
TJX The TJX Companies, Inc.
-0.91%
-$36,804.07 
INCY Incyte Corporation
-0.91%
-$13,814.29 
CB Chubb Limited
-0.79%
-$2,998.41 
CTVA Corteva Inc.
-0.78%
-$14,831.52 
SPDN Direxion Daily S&P 500 Bear 1X Shares
-0.7%
-$1,096.4 
RTX RTX Corporation
-0.69%
-$57,030.36 
DGX Quest Diagnostics Inc.
-0.61%
-$4,982.22 
AMCR Amcor plc
-0.59%
-$30,695.37 
GILD Gilead Sciences Inc.
-0.58%
-$78,366.12 
BMY Bristol-Myers Squibb Company
-0.56%
-$1,558.08 
UNP Union Pacific Corporation
-0.56%
-$1,995.2 
FE FirstEnergy Corp.
-0.54%
-$2,343 
PFE Pfizer Inc.
-0.52%
-$48,987.53 
ES Eversource Energy
-0.52%
-$1,429.56 
BEN Franklin Resources Inc.
-0.52%
-$1,540 
HIG The Hartford Insurance Group, Inc.
-0.52%
-$38,060.97 
EG Everest Group, Ltd.
-0.52%
-$2,630.07 
DLTR Dollar Tree, Inc.
-0.51%
-$4,195.58 
KMB Kimberly-Clark Corporation
-0.5%
-$1,957.06 
KVUE Kenvue Inc.
-0.48%
-$1,141.97 
NUE Nucor Corporation
-0.47%
-$1,905.19 
LLY Eli Lilly and Company
-0.43%
-$9,267.61 
UPS United Parcel Service, Inc.
-0.43%
-$1,600.03 
BKNG Booking Holdings Inc.
-0.43%
-$1,308.22 
L Loews Corporation
-0.42%
-$29,911.96 
ATO Atmos Energy Corporation
-0.41%
-$1,215.16 
GD General Dynamics Corporation
-0.36%
-$1,254.4 
GIS General Mills, Inc.
-0.35%
-$1,279.5 
APD Air Products and Chemicals, Inc.
-0.34%
-$693.99 
CL Colgate-Palmolive Company
-0.31%
-$2,584.72 
MRK Merck & Co., Inc.
-0.3%
-$32,024.57 
LRCX Lam Research Corporation
-0.28%
-$423.37 
XOM Exxon Mobil Corporation
-0.27%
-$6,335.1 
FRT Federal Realty Investment Trust
-0.27%
-$860.87 
O Realty Income Corporation
-0.27%
-$962.56 
ED Consolidated Edison, Inc.
-0.26%
-$1,655.92 
VRTX Vertex Pharmaceuticals Incorporated
-0.25%
-$4,149.76 
GE General Electric Company
-0.23%
-$2,057.35 
CINF Cincinnati Financial Corporation
-0.19%
-$527.04 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.19%
-$614.6 
WELL Welltower Inc.
-0.19%
-$747.56 
DNP DNP Select Income Fund Inc.
-0.18%
-$301.68 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.16%
-$29,679.36 
MU Micron Technology, Inc.
-0.16%
-$4,614.39 
ADP Automatic Data Processing Inc.
-0.16%
-$7,810.97 
XLV Health Care Select Sector SPDR Fund
-0.15%
-$919.98 
SCHP Schwab U.S. TIPS ETF
-0.14%
-$324.45 
FHLC Fidelity MSCI Health Care Index ETF
-0.12%
-$9,570.7 
SO The Southern Company
-0.11%
-$9,280.9 
HEI Heico Corporation
-0.1%
-$292.33 
SYK Stryker Corporation
-0.09%
-$218.16 
BDX Becton, Dickinson and Company
-0.08%
-$202.5 
MCD McDonald's Corporation
-0.07%
-$448.98 
BIIB Biogen Inc.
-0.06%
-$432.38 
XPH SPDR S&P Pharmaceuticals ETF
-0.06%
-$151.76 
BRK-B Berkshire Hathaway Inc.
-0.05%
-$612.7 
BSX Boston Scientific Corporation
-0.05%
-$149.94 
FENY Fidelity MSCI Energy Index ETF
-0.04%
-$107.3 
FUTY Fidelity MSCI Utilities Index ETF
-0.04%
-$832.1 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.04%
-$82.29 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$474.19 
PEP PepsiCo, Inc.
-0.03%
-$317.04 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$135.7 
COST Costco Wholesale Corporation
0%
-$27.39 Events
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Dividends
Dividend Analysis
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| Trades 4056 | Longs Won 2555/4056 62% | Profit Factor 4.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $346,062.76 |
| Average Win $125,362.85 | Best Trade (Aug 15) $10.7M | Sharpe Ratio -27.38 |
| Average Loss -$46,174.85 | Worst Trade (Sep 30) -$2.11M | Z-Score 6.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w 1d | Expectancy $61,882.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 38,379 | $7.78M | $12.84M | - | $5.05M | 64.9% | +2.407% |
| AAVM Alpha Value Momentum Trend ETF | 9,542 | $253,053.84 | $327,481.44 | - | $74,427.6 | 29.41% | +1.09% |
| ABBV AbbVie Inc. | 43,751 | $7.83M | $11.22M | - | $3.39M | 43.32% | +0.573% |
| ABT Abbott Laboratories | 43,666 | $5.09M | $4.46M | - | -$635,569.25 | -12.48% | -1.243% |
| ADI Analog Devices, Inc. | 790 | $156,261.8 | $294,290.8 | - | $138,029 | 88.33% | +3.12% |
| ADP Automatic Data Processing Inc. | 18,598 | $4.59M | $4.96M | - | $370,765.86 | 8.07% | -0.157% |
| ADSK Autodesk, Inc. | 1,841 | $532,249.14 | $390,153.92 | - | -$142,095.22 | -26.7% | +0.149% |
| AEE Ameren Corporation | 2,167 | $238,196.64 | $227,654.18 | - | -$10,542.46 | -4.43% | +0.1% |
| AEP American Electric Power Company, Inc. | 2,666 | $299,925 | $329,517.6 | - | $29,592.6 | 9.87% | +0.105% |
| AFL Aflac Inc. | 1,786 | $209,408.5 | $204,666.67 | - | -$4,741.83 | -2.26% | +0.109% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,018 | $707,052.71 | $675,342.14 | - | -$31,710.57 | -4.48% | +0.187% |
| ALB Albemarle Corporation | 3,563 | $586,754.89 | $423,925.74 | - | -$162,829.15 | -27.75% | -2.235% |
| AMAT Applied Materials, Inc. | 4,426 | $1.01M | $2.03M | - | $1.02M | 100.07% | +1.002% |
| AMCR Amcor plc | 120,374 | $4.87M | $5.14M | - | $275,033.86 | 5.65% | -0.593% |
| AMD Advanced Micro Devices, Inc. | 3,854 | $938,031.05 | $1.98M | - | $1.04M | 111.14% | +2.043% |
| AMGN Amgen Inc. | 1,801 | $469,412.64 | $682,335.86 | - | $212,923.22 | 45.36% | -0.943% |
| AMZN Amazon.com Inc | 22,011 | $4.54M | $5.61M | - | $1.08M | 23.72% | +1.237% |
| ANET Arista Networks, Inc. | 1,248 | $212,010.24 | $247,016.64 | - | $35,006.4 | 16.51% | +4.73% |
| APD Air Products and Chemicals, Inc. | 701 | $205,519.17 | $205,154.66 | - | -$364.51 | -0.18% | -0.337% |
| APP AppLovin Corporation Class A Common Stock | 1,761 | $1.02M | $556,247.07 | - | -$459,341.55 | -45.23% | +0.439% |
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FAQ
Which stocks have generated the highest profits for Kurt Van Dyken?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $5.31M, Eli Lilly and Company - $4.49M, Fidelity MSCI Information Technology Index ETF - $3.88M, Broadcom Inc - $3.85M, and Meta Platforms Inc Class A - $3.13M. 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: Godaddy Inc - $3.48M, Celanese Corporation - $1.23M, SPDR S&P 500 ETF Trust - $1.17M, iShares S&P GSCI Commodity-Indexed Trust - $942,889.9, and Dow Inc - $883,202.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kurt Van Dyken's portfolio generate?
The portfolio generates substantial dividend income, with a total of $44.93M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $2.69M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.11M, iShares U.S. Treasury Bond ETF - $1.98M, Vanguard Total International Bond ETF - $1.66M, and iShares MBS ETF - $1.65M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kurt Van Dyken's monthly returns?
Kurt Van Dyken's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kurt Van Dyken's strategy be considered aggressive or moderate?
Kurt Van Dyken's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kurt Van Dyken's strategy?
Kurt Van Dyken's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
