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:
96.12%
Gain +0.46%
Monthly
1.22%
Yearly
15.67%
Drawdown
23.03%
$866.04M
Equity
Holdings
$866.04M
Investment
$688.57M
$222.4M
Profit +$1.3M
Realized
$44.93M
Unrealized
$177.47M
Dividends
$43.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.3M
Win %
69%
This Week
Compared To Last Week
Gain
0.7%
Profit
$6M
Win %
69%
This Month
Compared to last month
Gain
-1.65%
Profit
-$14.51M
Win %
69%
This Year
Compared to last year
Gain
11.24%
Profit
$87.51M
Win %
69%
MSTR Strategy Inc.
+5.17%
+$29,012.31 
TER Teradyne, Inc.
+4.75%
+$29,441.13 
MU Micron Technology, Inc.
+4.61%
+$111,434.97 
AMD Advanced Micro Devices, Inc.
+3.12%
+$53,361.31 
ELV Elevance Health, Inc.
+2.98%
+$21,270.98 
MPWR Monolithic Power Systems, Inc.
+2.91%
+$22,003.2 
DASH DoorDash, Inc.
+2.89%
+$14,385.28 
AVGO Broadcom Inc.
+2.84%
+$41,877.85 
STX Seagate Technology Holdings plc
+2.45%
+$536,156.21 
PLTR Palantir Technologies Inc.
+2.36%
+$5,775.12 
ISRG Intuitive Surgical, Inc.
+2.29%
+$22,775.7 
FFIV F5 Inc.
+2.12%
+$170,420.14 
MSFT Microsoft Corp.
+2.11%
+$196,402.9 
CF CF Industries Holdings, Inc.
+2.06%
+$15,059.82 
GBTC Grayscale Bitcoin Trust ETF
+2.04%
+$4,614.19 
VLO Valero Energy Corporation
+2%
+$15,419.1 
IBIT iShares Bitcoin Trust
+1.97%
+$146,297.58 
MPC Marathon Petroleum Corporation
+1.92%
+$16,202.96 
AXON Axon Enterprise, Inc.
+1.92%
+$11,982.96 
NXPI NXP Semiconductors N.V.
+1.82%
+$7,230.96 
GOOG Alphabet Inc
+1.8%
+$10,820.16 
LYB LyondellBasell Industries N.V.
+1.72%
+$34,631.04 
GOOGL Alphabet Inc
+1.66%
+$51,552 
JBL Jabil Inc.
+1.63%
+$158,740.4 
BAI iShares A.I. Innovation and Tech Active ETF
+1.6%
+$13,651.68 
RTX RTX Corporation
+1.59%
+$84,974.12 
FOX Fox Corporation Class B Common Stock
+1.56%
+$7,264.32 
CVX Chevron Corporation
+1.55%
+$8,038.8 
GDDY Godaddy Inc.
+1.47%
+$31,655.86 
CAG Conagra Brands Inc.
+1.4%
+$4,251.4 
CRWD CrowdStrike Holdings, Inc.
+1.4%
+$23,791.32 
IBM International Business Machines Corporation
+1.36%
+$74,870.49 
AMZN Amazon.com Inc
+1.33%
+$68,643.3 
ABT Abbott Laboratories
+1.3%
+$52,999.98 
EBAY eBay Inc.
+1.29%
+$111,642.75 
TXN Texas Instruments Inc
+1.23%
+$10,829.42 
DOW Dow Inc.
+1.17%
+$2,984.1 
APP AppLovin Corporation Class A Common Stock
+1.15%
+$10,153.95 
XLE Energy Select Sector SPDR Fund
+1.12%
+$5,332.86 
NRG NRG Energy, Inc.
+1.06%
+$1,949.18 
FENY Fidelity MSCI Energy Index ETF
+1.05%
+$2,428.75 
DVN Devon Energy Corporation
+1.04%
+$2,890.16 
XOM Exxon Mobil Corporation
+1.04%
+$17,129.88 
V Visa Inc. Class A
+1%
+$51,564.58 
EEM iShares MSCI Emerging Markets ETF
+0.94%
+$30,822.78 
MTUM iShares MSCI USA Momentum Factor ETF
+0.92%
+$4,945.62 
GEV GE Vernova Inc.
+0.92%
+$15,613.68 
TRMB Trimble Inc.
+0.87%
+$3,910.92 
EL The Estée Lauder Companies Inc. Class A
+0.79%
+$2,363.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.78%
+$9,696.6 
MCHP Microchip Technology Incorporated
+0.76%
+$2,665.41 
VGT Vanguard Information Technology ETF
+0.73%
+$2,580.6 
MDT Medtronic plc
+0.71%
+$29,826.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$11,012.94 
FTEC Fidelity MSCI Information Technology Index ETF
+0.67%
+$102,610.64 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$7,308.84 
HOOD Robinhood Markets, Inc.
+0.66%
+$5,793.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$12,166.08 
GEN Gen Digital Inc.
+0.62%
+$38,664.94 
FCOM Fidelity MSCI Communication Services Index ETF
+0.61%
+$3,048.05 
META Meta Platforms Inc Class A
+0.58%
+$10,349.64 
HON Honeywell International Inc.
+0.57%
+$14,163.84 
LMT Lockheed Martin Corporation
+0.56%
+$4,188.4 
CDNS Cadence Design Systems, Inc.
+0.55%
+$3,410.68 
BLCR iShares Large Cap Core ACT ETF
+0.55%
+$2,373.07 
TEL TE Connectivity plc
+0.54%
+$1,172.6 
DFAE Dimensional Emerging Core Equity Market ETF
+0.51%
+$4,077.4 
T AT&T Inc.
+0.5%
+$1,738.99 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.49%
+$52,386.75 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.49%
+$17,318.92 
DLTR Dollar Tree, Inc.
+0.48%
+$4,159.59 
BSX Boston Scientific Corporation
+0.42%
+$1,543.27 
ETN Eaton Corporation plc
+0.42%
+$7,074.52 
NVDA NVIDIA Corporation
+0.42%
+$18,829.2 
UBER Uber Technologies, Inc.
+0.4%
+$4,240.09 
VUG Vanguard Growth ETF
+0.39%
+$6,225.12 
CME CME Group Inc.
+0.38%
+$1,514.04 
SCHW Charles Schwab Corporation
+0.34%
+$1,003.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.34%
+$1,371.11 
SPEM SPDR Portfolio Emerging Markets ETF
+0.34%
+$4,813.89 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.33%
+$936.79 
EWJ iShares MSCI Japan ETF
+0.32%
+$9,096.43 
HST Host Hotels & Resorts Inc.
+0.31%
+$798.15 
HIG The Hartford Insurance Group, Inc.
+0.31%
+$20,778.21 
TJX The TJX Companies, Inc.
+0.29%
+$10,656.9 
CMCSA Comcast Corp
+0.27%
+$1,517.04 
THRO iShares U.S. Thematic Rotation Active ETF
+0.27%
+$1,531.22 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$550.16 
ADSK Autodesk, Inc.
+0.2%
+$1,108.36 
KEYS Keysight Technologies, Inc.
+0.19%
+$12,897.22 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.16%
+$5,049.52 
WELL Welltower Inc.
+0.16%
+$809.3 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.13%
+$2,106.54 
ADI Analog Devices, Inc.
+0.12%
+$466.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$6,235.53 
GDEC FT VEST US Equity Moderate B Fund
+0.12%
+$368.2 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.12%
+$1,720.11 
IVV iShares Core S&P 500 ETF
+0.11%
+$7,433.6 
VOO Vanguard S&P 500 ETF
+0.11%
+$2,299.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$913.9 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$7,889.9 
MO Altria Group, Inc.
+0.09%
+$9,645.72 
L Loews Corporation
+0.09%
+$4,486.6 
SCHX Schwab U.S. Large-Cap ETF
+0.09%
+$594.02 
BUFR FT Vestladder Buffer ETF-USD I
+0.08%
+$424.89 
EA Electronic Arts Inc.
+0.07%
+$762.45 
QCOM QUALCOMM Incorporated
+0.06%
+$5,502.09 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$145.78 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$249.51 
FAPR FT Vest U.S. Equity Buffer ETF
+0.04%
+$100.49 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.04%
+$127.2 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.02%
+$105.61 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$55.48 
AMAT Applied Materials, Inc.
0%
+$99.67 
BRK-B Berkshire Hathaway Inc.
0%
+$16.95 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$7.26 
BPRE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CVNA Carvana Co.
-4.2%
-$9,508.8 
UPS United Parcel Service, Inc.
-3.64%
-$17,825.6 
ORCL Oracle Corporation
-2.97%
-$196,279.52 
GSK GSK plc Sponsored ADR
-2.76%
-$6,091.8 
AAPL Apple Inc.
-2.7%
-$330,519.49 
ALB Albemarle Corporation
-2.69%
-$7,715.5 
DRI Darden Restaurants, Inc.
-2.64%
-$14,780.41 
DELL Dell Technologies Inc.
-2.49%
-$659,781.9 
TSLA Tesla, Inc.
-2.4%
-$45,166.06 
GE General Electric Company
-2.26%
-$20,182.62 
PKG Packaging Corporation of America
-2.2%
-$12,585.89 
WAB Wabtec Corporation
-2.15%
-$125,216.83 
PEP PepsiCo, Inc.
-2.14%
-$18,786.6 
HPQ HP Inc.
-2.01%
-$124,003.5 
LOW Lowe's Companies Inc.
-1.99%
-$6,723 
DE Deere & Company
-1.96%
-$125,135.64 
BA Boeing Company
-1.96%
-$20,517 
HD The Home Depot, Inc.
-1.91%
-$21,335.58 
ITW Illinois Tool Works Inc.
-1.87%
-$103,036.05 
MRK Merck & Co., Inc.
-1.85%
-$159,618.58 
CARR Carrier Global Corporation
-1.83%
-$34,729.38 
CL Colgate-Palmolive Company
-1.73%
-$11,703.4 
AMCR Amcor plc
-1.69%
-$71,667.02 
WMT Walmart Inc.
-1.68%
-$33,855.36 
BIIB Biogen Inc.
-1.68%
-$11,971.58 
NFLX Netflix, Inc.
-1.65%
-$18,050.76 
CAT Caterpillar Inc.
-1.64%
-$136,938.23 
GRMN Garmin Ltd.
-1.62%
-$103,197.76 
KLAC KLA Corporation
-1.6%
-$25,670 
XPH SPDR S&P Pharmaceuticals ETF
-1.47%
-$4,525.52 
INCY Incyte Corporation
-1.45%
-$17,157.42 
ED Consolidated Edison, Inc.
-1.39%
-$7,581.6 
BKNG Booking Holdings Inc.
-1.36%
-$4,190.5 
UNP Union Pacific Corporation
-1.33%
-$5,607.89 
LLY Eli Lilly and Company
-1.32%
-$29,479.47 
PNW Pinnacle West Capital Corporation
-1.29%
-$4,548.96 
DGX Quest Diagnostics Inc.
-1.26%
-$10,673.1 
BDX Becton, Dickinson and Company
-1.25%
-$2,575.98 
HPE Hewlett Packard Enterprise Company
-1.22%
-$174,367.2 
JNJ Johnson & Johnson
-1.21%
-$112,898.7 
DIS The Walt Disney Company
-1.15%
-$7,122.37 
KR Kroger Co.
-1.12%
-$54,364.86 
AEP American Electric Power Company, Inc.
-1.12%
-$4,776.05 
GIS General Mills, Inc.
-1.11%
-$6,291.18 
IHE iShares U.S. Pharmaceuticals ETF
-1.1%
-$3,855.03 
LYG Lloyds Banking Group Plc ADR
-1.09%
-$1,616.29 
PCAR PACCAR Inc.
-1.07%
-$93,530.7 
WFC Wells Fargo & Company
-0.99%
-$3,562.19 
BAC Bank of America Corporation
-0.97%
-$2,514.47 
AEE Ameren Corporation
-0.95%
-$2,444.43 
FMAT Fidelity MSCI Materials Index ETF
-0.94%
-$20,631.74 
RSG Republic Services, Inc.
-0.85%
-$49,191 
PG Procter & Gamble Co
-0.84%
-$8,661.45 
VTRS Viatris Inc.
-0.83%
-$32,452.18 
UNH UnitedHealth Group Incorporated
-0.76%
-$6,565.34 
PFE Pfizer Inc.
-0.76%
-$52,816.24 
CLX The Clorox Company
-0.76%
-$44,686.95 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.76%
-$1,692.4 
SYY Sysco Corporation
-0.75%
-$2,639.47 
SO The Southern Company
-0.74%
-$58,446.49 
ATO Atmos Energy Corporation
-0.73%
-$2,494.7 
IYR iShares U.S. Real Estate ETF
-0.71%
-$2,797.5 
VGK Vanguard FTSE Europe ETF
-0.7%
-$22,258.12 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$16,673.47 
FIDU Fidelity MSCI Industrials Index ETF
-0.69%
-$73,556.5 
HEI Heico Corporation
-0.68%
-$2,178.51 
BBY Best Buy Co., Inc.
-0.68%
-$1,898.92 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.66%
-$16,258.22 
XLI Industrial Select Sector SPDR Fund
-0.64%
-$2,080.35 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.63%
-$3,672.72 
XLP Consumer Staples Select Sector SPDR Fund
-0.63%
-$1,350.34 
TLH iShares 10-20 Year Treasury Bond ETF
-0.62%
-$2,665.41 
EVRG Evergy Inc.
-0.61%
-$30,269.72 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.6%
-$21,592.64 
FHLC Fidelity MSCI Health Care Index ETF
-0.58%
-$42,495.18 
HRL Hormel Foods Corporation
-0.57%
-$3,858.59 
PNR Pentair plc
-0.55%
-$15,893.11 
XLV Health Care Select Sector SPDR Fund
-0.53%
-$2,247.18 
COST Costco Wholesale Corporation
-0.52%
-$4,566.56 
TRV The Travelers Companies, Inc.
-0.51%
-$3,972.78 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$1,180.48 
JPM JPMorgan Chase & Co.
-0.5%
-$6,346.8 
MCD McDonald's Corporation
-0.5%
-$2,541.84 
ABBV AbbVie Inc.
-0.49%
-$50,018.22 
JCI Johnson Controls International plc
-0.49%
-$2,642.39 
XEL Xcel Energy Inc.
-0.49%
-$3,788.85 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.49%
-$1,266.49 
CMI Cummins Inc.
-0.49%
-$37,393.62 
HWM Howmet Aerospace Inc.
-0.48%
-$4,293.96 
AXP American Express Company
-0.48%
-$6,192 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.48%
-$8,985.11 
EFG iShares MSCI EAFE Growth ETF
-0.45%
-$4,462.56 
IVE ISHARES S&P 500 VALUE ETF
-0.45%
-$5,971.94 
EFA iShares MSCI EAFE ETF
-0.45%
-$3,317.52 
GILD Gilead Sciences Inc.
-0.44%
-$44,185.89 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$6,203.1 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$1,212.8 
FE FirstEnergy Corp.
-0.41%
-$1,701 
MSI Motorola Solutions, Inc.
-0.4%
-$9,754.41 
CSCO Cisco Systems, Inc.
-0.39%
-$42,328.88 
TROW T. Rowe Price Group, Inc.
-0.39%
-$1,217.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$76,662.62 
GWX SPDR S&P International Small Cap ETF
-0.37%
-$1,353.28 
BMY Bristol-Myers Squibb Company
-0.37%
-$1,133.78 
IEF iShares 7-10 Year Treasury Bond ETF
-0.37%
-$9,002.77 
RWO SPDR Dow Jones Global Real Estate ETF
-0.36%
-$1,024.6 
BRTR iShares Total Return Act ETF
-0.35%
-$903.35 
CPB The Campbell's Company
-0.34%
-$20,525.92 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$1,086.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$1,868.18 
DNP DNP Select Income Fund Inc.
-0.32%
-$542.85 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$180,379.23 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.31%
-$3,756.42 
NTAP NetApp, Inc.
-0.31%
-$25,595.92 
OTIS Otis Worldwide Corporation
-0.31%
-$11,564.33 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.31%
-$636.24 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.3%
-$2,677.07 
LIN Linde plc
-0.3%
-$18,973.53 
GOVT iShares U.S. Treasury Bond ETF
-0.3%
-$76,160.16 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$2,363.49 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.29%
-$942.03 
RUNN Running Oak Efficient Growth ETF
-0.27%
-$756 
EG Everest Group, Ltd.
-0.27%
-$2,554.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$2,238.45 
SCHF Schwab International Equity ETF
-0.26%
-$1,096.48 
MBB iShares MBS ETF
-0.26%
-$44,735.04 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$2,324.26 
KO The Coca-Cola Company
-0.25%
-$2,762.17 
FELV Fidelity Enhanced Large Cap Value ETF
-0.24%
-$798.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$2,030.7 
AMGN Amgen Inc.
-0.24%
-$2,087.36 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.24%
-$516.6 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.24%
-$12,292.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$1,862.87 
VTV Vanguard Value ETF
-0.21%
-$3,862.35 
VB Vanguard Small-Cap ETF
-0.19%
-$962.48 
BNDX Vanguard Total International Bond ETF
-0.18%
-$31,469.29 
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF
-0.18%
-$617.31 
VZ Verizon Communications Inc.
-0.17%
-$1,185.55 
SPDN Direxion Daily S&P 500 Bear 1X Shares
-0.17%
-$367.04 
TAXF American Century Diversified Municipal Bond ETF
-0.17%
-$693.07 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$3,772.99 
AAVM Alpha Value Momentum Trend ETF
-0.16%
-$793.42 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.16%
-$575.79 
PM Philip Morris International Inc.
-0.15%
-$897.98 
IWM iShares Russell 2000 ETF
-0.14%
-$5,362.27 
VRSN Verisign Inc.
-0.13%
-$3,909.85 
MUB iShares National Muni Bond ETF
-0.12%
-$6,581.25 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.12%
-$732.65 
LMUB iShares Long-Term National Muni Bond ETF
-0.12%
-$446.28 
OUNZ VanEck Merk Gold Trust
-0.12%
-$7,476.61 
GLD SPDR Gold Shares
-0.11%
-$13,791.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$653.28 
IAU iShares Gold Trust
-0.11%
-$16,680.56 
SGOL abrdn Physical Gold Shares ETF
-0.1%
-$848.16 
DVA DaVita Inc.
-0.1%
-$434.4 
CVS CVS Health Corporation
-0.1%
-$602.6 
BINC iShares Flexible Income Active ETF
-0.1%
-$236.15 
VGSH Vanguard Short-Term Treasury Fund
-0.1%
-$636.79 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$376.92 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$239.01 
ADP Automatic Data Processing Inc.
-0.08%
-$3,774.97 
DAL Delta Air Lines, Inc.
-0.08%
-$302.4 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.08%
-$2,145.88 
CTVA Corteva Inc.
-0.08%
-$1,261.26 
GLW Corning Incorporated
-0.07%
-$6,423.78 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$10,812.8 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,047.68 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$232.15 
KMB Kimberly-Clark Corporation
-0.06%
-$340.62 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.04%
-$93.84 
VO Vanguard Mid-Cap ETF
-0.04%
-$291.13 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$188.97 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$46.92 
VRTX Vertex Pharmaceuticals Incorporated
-0.01%
-$75.55 Events
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Dividends
Dividend Analysis
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| Trades 3730 | Longs Won 2327/3730 62% | Profit Factor 4.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $337,793.72 |
| Average Win $123,540.82 | Best Trade (Jul 22) $10.95M | Sharpe Ratio -28.59 |
| Average Loss -$46,383.35 | Worst Trade (Sep 30) -$2.11M | Z-Score 4.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3d | Expectancy $59,625.64 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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Returns
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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: Eli Lilly and Company - $4.48M, Seagate Technology Holdings plc - $4.35M, Broadcom Inc - $3.85M, Fidelity MSCI Information Technology Index ETF - $3.83M, 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 - $2.31M, Celanese Corporation - $1.23M, SPDR S&P 500 ETF Trust - $1.17M, Dow Inc - $1.04M, and Intercontinental Exchange, Inc - $780,733.89. 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 $43.3M 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 - $1.93M, iShares U.S. Treasury Bond ETF - $1.8M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.56M, and Vanguard Total International Bond ETF - $1.56M. 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.
