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:
121.42%
Gain -0.55%
Monthly
1.21%
Yearly
15.55%
Drawdown
23.04%
$946.49M
Equity
Holdings
$946.49M
Investment
$766.92M
$233.11M
Profit -$2.41M
Realized
$53.54M
Unrealized
$179.57M
Dividends
$47.03M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$2.41M
Win %
68%
This Week
Compared To Last Week
Gain
0.32%
Profit
$2.99M
Win %
68%
This Month
Compared to last month
Gain
-0.46%
Profit
-$4.38M
Win %
68%
This Year
Compared to last year
Gain
-0.57%
Profit
-$5.39M
Win %
69%
CRWD CrowdStrike Holdings, Inc.
+5.93%
+$116,702.82 
DVN Devon Energy Corporation
+4.35%
+$12,512.58 
HPE Hewlett Packard Enterprise Company
+3.25%
+$495,396 
MU Micron Technology Inc.
+3.13%
+$79,244.85 
MSTR Strategy Inc.
+3.11%
+$26,077.76 
ISRG Intuitive Surgical Inc.
+3.03%
+$41,820.19 
JBL Jabil Inc.
+2.7%
+$230,823.4 
FENY Fidelity MSCI Energy Index ETF
+2.61%
+$6,902.65 
XLE State Street Energy Select Sector SPDR ETF
+2.58%
+$16,190.7 
CVX Chevron Corporation
+2.47%
+$23,215.31 
LMT Lockheed Martin Corporation
+2.42%
+$21,407.14 
HONA Honeywell Aerospace Inc.
+2.37%
+$48,044.86 
XOM ExxonMobil Holdings Corporation
+2.32%
+$58,212.53 
DELL Dell Technologies Inc. Class C Common Stock
+2.23%
+$618,913.37 
CDNS Cadence Design Systems, Inc.
+1.73%
+$10,503.74 
NTAP NetApp, Inc.
+1.73%
+$176,224.64 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.64%
+$48,190.07 
TXN Texas Instruments Inc.
+1.54%
+$13,390.2 
CF CF Industries Holdings, Inc.
+1.52%
+$11,197.8 
AMD Advanced Micro Devices Inc.
+1.51%
+$29,656.57 
ALB Albemarle Corporation
+1.45%
+$4,792.23 
ORCL Oracle Corporation
+1.42%
+$76,436.76 
KEYS Keysight Technologies, Inc.
+1.39%
+$102,798.96 
LYB LyondellBasell Industries N.V.
+1.38%
+$9,195.3 
INTC Intel Corporation
+1.35%
+$3,976.66 
CSCO Cisco Systems, Inc.
+1.33%
+$132,430.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.27%
+$57,486.18 
GLW Corning Incorporated
+1.09%
+$88,145.46 
AMAT Applied Materials Inc.
+1.08%
+$18,030.64 
ANET Arista Networks Inc.
+1.03%
+$2,208.95 
TER Teradyne, Inc.
+0.96%
+$5,706.7 
QCOM QUALCOMM Incorporated
+0.91%
+$63,855.04 
ADI Analog Devices, Inc.
+0.91%
+$2,764.99 
ABT Abbott Laboratories
+0.88%
+$39,299.4 
JCI Johnson Controls International plc
+0.84%
+$3,872.87 
NUE Nucor Corporation
+0.8%
+$3,298.06 
SMH VanEck Semiconductor ETF
+0.79%
+$1,489.86 
CHPY YieldMax Semiconductor Portfolio Option Income ETF
+0.77%
+$1,789.04 
BAI iShares A.I. Innovation and Tech Active ETF
+0.73%
+$6,069.33 
AXON Axon Enterprise, Inc.
+0.73%
+$5,301.74 
MSFT Microsoft Corporation Common Stock
+0.65%
+$116,991.81 
FFIV F5, Inc.
+0.65%
+$63,039.23 
EMR Emerson Electric Co.
+0.55%
+$2,106.32 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+0.53%
+$820.93 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$2,705.28 
VGT Vanguard Information Technology ETF
+0.51%
+$1,142.24 
MTUM iShares MSCI USA Momentum Factor ETF
+0.5%
+$2,229.1 
FTEC Fidelity MSCI Information Technology Index ETF
+0.48%
+$77,407.74 
DY Dycom Industries, Inc.
+0.48%
+$542.5 
STX Seagate Technology Holdings plc
+0.46%
+$77,999.26 
SNDK Sandisk Corp.
+0.39%
+$2,002.81 
ABBV AbbVie Inc.
+0.38%
+$47,251.08 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.33%
+$1,039.09 
TROW T. Rowe Price Group Inc.
+0.32%
+$743.49 
LMUB iShares Long-Term National Muni Bond ETF
+0.3%
+$1,657.93 
BA The Boeing Company
+0.3%
+$3,158.4 
IBM International Business Machines Corporation
+0.3%
+$20,365.32 
SYK Stryker Corp.
+0.29%
+$822.64 
AVGO Broadcom Inc.
+0.27%
+$5,365.6 
GEN Gen Digital Inc.
+0.24%
+$13,566.3 
LRCX Lam Research Corp.
+0.24%
+$277.21 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.23%
+$490.85 
EEM iShares MSCI Emerging Markets ETF
+0.23%
+$19,680.5 
CMI Cummins Inc.
+0.22%
+$13,697.23 
GBTC Grayscale Bitcoin Trust ETF
+0.17%
+$490.16 
IBIT iShares Bitcoin Trust ETF
+0.17%
+$19,270.32 
MPC Marathon Petroleum Corp.
+0.16%
+$1,976.54 
SBAR Simplify Barrier Income ETF
+0.16%
+$1,004.4 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$482.55 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.12%
+$516.12 
QQQ Invesco QQQ Trust, Series 1
+0.11%
+$11,569.96 
MUB iShares National Muni Bond ETF
+0.1%
+$4,928.8 
QQQM Invesco NASDAQ 100 ETF
+0.1%
+$252.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.09%
+$741.93 
QDEC FT Vest Nasdaq-100 Buffer ETF - December
+0.07%
+$203.65 
DFAE Dimensional Emerging Core Equity Market ETF
+0.06%
+$409.42 
CME CME Group Inc. Class A Common Stock
+0.04%
+$204.99 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$127.89 
CTAS Cintas Corporation
+0.04%
+$96.55 
BNDX Vanguard Total International Bond ETF
+0.03%
+$6,065.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$123.03 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$5,564.88 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$3,715.04 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.03%
+$86.3 
TIPX State Street SPDR Bloomberg 1-10 Year TIPS ETF
+0.03%
+$87.8 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$81.62 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.01%
+$57.32 
GEV GE Vernova Inc.
+0.01%
+$97.59 
DVA DaVita Inc.
+0.01%
+$18.08 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
T AT&T Inc.
-6.25%
-$18,685.78 
DLTR Dollar Tree Inc.
-5.72%
-$51,584.95 
HWM Howmet Aerospace Inc.
-4.06%
-$29,564.6 
AXP American Express Company
-3.98%
-$49,456.72 
DAL Delta Air Lines, Inc.
-3.74%
-$12,224.69 
CL Colgate-Palmolive Co.
-3.72%
-$34,071.37 
CPB The Campbell's Company Common Stock
-3.48%
-$219,789.62 
TGT Target Corp.
-3.07%
-$19,104.15 
CLX The Clorox Company
-3%
-$193,640.02 
PG The Procter & Gamble Company
-2.95%
-$39,270.51 
LOW Lowe's Companies, Inc.
-2.88%
-$11,601.24 
HD The Home Depot, Inc.
-2.86%
-$32,661.19 
BKNG Booking Holdings Inc.
-2.69%
-$7,621.06 
GIS General Mills Inc.
-2.67%
-$9,621.84 
BLK BlackRock, Inc.
-2.64%
-$6,355.76 
WDC Western Digital Corp.
-2.63%
-$19,303.77 
PEP PepsiCo, Inc.
-2.62%
-$28,811.14 
LLY Eli Lilly and Company
-2.6%
-$64,530.73 
SYY Sysco Corp.
-2.55%
-$16,763.17 
XPH State Street SPDR S&P Pharmaceuticals ETF
-2.55%
-$6,222.16 
KO The Coca-Cola Company
-2.51%
-$39,552.11 
CAT Caterpillar Inc.
-2.51%
-$181,665.13 
DRI Darden Restaurants, Inc.
-2.43%
-$13,120.8 
BMY Bristol-Myers Squibb Company
-2.4%
-$6,556.92 
AFL Aflac Incorporated
-2.4%
-$5,277.63 
GE General Electric Company
-2.35%
-$18,788.9 
KMB Kimberly-Clark Corporation
-2.31%
-$10,384.4 
CTVA Corteva Inc.
-2.31%
-$6,674.18 
UBER Uber Technologies Inc.
-2.18%
-$24,955.91 
NRG NRG Energy, Inc.
-2.18%
-$2,835.9 
IHE iShares U.S. Pharmaceuticals ETF
-2.17%
-$6,399.57 
VTRS Viatris Inc.
-2.08%
-$29,184.92 
PCAR PACCAR Inc.
-2.04%
-$164,792.54 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.03%
-$5,631.95 
CAG Conagra Brands Inc.
-1.96%
-$4,400.81 
UNP Union Pacific Corp.
-1.95%
-$7,232.6 
KVUE Kenvue Inc.
-1.94%
-$5,172.48 
FSTA Fidelity MSCI Consumer Staples Index ETF
-1.94%
-$76,773.4 
FOX Fox Corporation Class B Common Stock
-1.92%
-$8,091.72 
MCD McDonald's Corporation
-1.89%
-$12,584.36 
MA Mastercard Inc. Class A Common Stock
-1.88%
-$4,974.21 
MO Altria Group, Inc.
-1.86%
-$219,779.21 
HRL Hormel Foods Corporation
-1.85%
-$13,805.25 
CB Chubb Limited
-1.79%
-$7,310.74 
KR The Kroger Co.
-1.78%
-$157,452.46 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.78%
-$30,863.78 
HIG The Hartford Insurance Group, Inc.
-1.74%
-$129,996.98 
RTX RTX Corporation
-1.74%
-$140,703.06 
BEN Franklin Templeton Inc.
-1.73%
-$4,796 
JPM JPMorgan Chase & Co.
-1.69%
-$21,986.16 
XEL Xcel Energy Inc.
-1.68%
-$11,820.33 
HPQ HP Inc.
-1.66%
-$131,178.88 
CHRW C.H. Robinson Worldwide Inc.
-1.66%
-$5,718.28 
JNJ Johnson & Johnson
-1.6%
-$178,402.82 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.56%
-$39,326.04 
MRK Merck & Co., Inc.
-1.56%
-$169,322.14 
VZ Verizon Communications Inc.
-1.56%
-$13,480.31 
CAH Cardinal Health, Inc.
-1.55%
-$12,616.56 
MPWR Monolithic Power Systems Inc.
-1.51%
-$10,090.56 
PFE Pfizer Inc.
-1.5%
-$153,719.48 
GDDY GoDaddy Inc. Class A Common Stock
-1.49%
-$6,198.75 
CVNA Carvana Co. Class A Common Stock
-1.45%
-$2,828.8 
AEP American Electric Power Company, Inc.
-1.44%
-$5,025.41 
FNCL Fidelity MSCI Financials Index ETF
-1.44%
-$34,788.6 
LYG Lloyds Banking Group plc ADR
-1.39%
-$1,966.95 
WMT Walmart Inc.
-1.35%
-$31,256.76 
L Loews Corp.
-1.35%
-$99,814.91 
BIIB Biogen Inc.
-1.33%
-$11,225.25 
V Visa Inc. Class A
-1.3%
-$96,720.16 
AMGN Amgen Inc. Common Stock
-1.29%
-$10,375.92 
EG Everest Group, Ltd.
-1.28%
-$7,201.71 
DASH DoorDash, Inc. Class A Common Stock
-1.24%
-$4,831.9 
COST Costco Wholesale Corp
-1.23%
-$11,458.15 
ITW Illinois Tool Works Inc.
-1.23%
-$74,043.19 
WAB Wabtec Corporation
-1.21%
-$79,500.08 
TRV The Travelers Companies, Inc.
-1.21%
-$10,265.5 
SCHW The Charles Schwab Corporation
-1.21%
-$3,391.24 
FE FirstEnergy Corp.
-1.21%
-$5,248.32 
RDVY First Trust Rising Dividend Achievers ETF
-1.18%
-$2,636.7 
NFLX Netflix Inc.
-1.18%
-$18,140.77 
XLI State Street Industrial Select Sector SPDR ETF
-1.17%
-$4,609.89 
AEE Ameren Corporation
-1.16%
-$2,730.42 
FIDU Fidelity MSCI Industrials Index ETF
-1.16%
-$116,821.62 
CVS CVS Health Corporation Common Stock
-1.15%
-$4,918.08 
RUNN Running Oak Efficient Growth ETF
-1.15%
-$3,372.03 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.13%
-$7,114.84 
SO The Southern Company
-1.09%
-$95,129.23 
SEIV SEI QiM U.S. Large Cap Value Active ETF
-1.07%
-$3,283.2 
MOAT VanEck Morningstar Wide Moat ETF
-1.05%
-$2,803.64 
TJX The TJX Companies, Inc.
-1.04%
-$48,753.45 
TSLA Tesla, Inc.
-1.03%
-$20,168.45 
BSX Boston Scientific Corp.
-1.02%
-$3,523.58 
UPS United Parcel Service, Inc. Class B Common Stock
-1.02%
-$3,851.24 
FHLC Fidelity MSCI Health Care Index ETF
-1.01%
-$84,222.16 
CINF Cincinnati Financial Corporation
-1%
-$2,939.89 
UNH UnitedHealth Group Inc.
-1%
-$7,831.3 
FCOM Fidelity MSCI Communication Services Index ETF
-0.99%
-$4,668.96 
XLV State Street Health Care Select Sector SPDR ETF
-0.99%
-$6,721.45 
WFC Wells Fargo & Company
-0.98%
-$3,159.81 
RSG Republic Services Inc.
-0.97%
-$64,675.09 
FUTY Fidelity MSCI Utilities Index ETF
-0.97%
-$22,258.67 
ADP Automatic Data Processing Inc.
-0.96%
-$54,864.1 
ED Consolidated Edison Inc.
-0.94%
-$6,475.83 
BRK-B Berkshire Hathaway Inc.
-0.92%
-$11,184.56 
VRSN VeriSign, Inc.
-0.92%
-$45,943.45 
ADSK Autodesk Inc.
-0.85%
-$3,994.97 
HEI HEICO Corporation
-0.83%
-$2,310.71 
PNW Pinnacle West Capital Corporation
-0.8%
-$2,606.95 
SGOL abrdn Physical Gold Shares ETF
-0.8%
-$5,441.51 
FMAT Fidelity MSCI Materials Index ETF
-0.79%
-$17,781.85 
EVRG Evergy Inc.
-0.78%
-$46,175.61 
ES Eversource Energy
-0.78%
-$2,104.63 
IAU iShares Gold Trust
-0.78%
-$136,974.4 
GLD SPDR Gold Shares
-0.78%
-$32,626.88 
OUNZ VanEck Merk Gold Trust
-0.76%
-$48,703.03 
EBAY eBay Inc.
-0.76%
-$78,960.8 
BDX Becton, Dickinson and Company
-0.76%
-$2,272.5 
VGK Vanguard FTSE Europe ETF
-0.76%
-$1,885.74 
EFG iShares MSCI EAFE Growth ETF
-0.75%
-$7,767.92 
GOOGL Alphabet Inc
-0.75%
-$23,747.46 
INCY Incyte Corp.
-0.74%
-$10,676.69 
QUAL iShares MSCI USA Quality Factor ETF
-0.73%
-$5,061.96 
O Realty Income Corp.
-0.73%
-$2,496.65 
PM Philip Morris International Inc.
-0.72%
-$3,396.26 
FELV Fidelity Enhanced Large Cap Value ETF
-0.71%
-$2,454.47 
MDT Medtronic plc
-0.69%
-$37,517.32 
EWJ iShares MSCI Japan ETF
-0.69%
-$17,995.25 
ATO Atmos Energy Corporation
-0.68%
-$2,117.59 
CMCSA Comcast Corp. Class A Common Stock
-0.68%
-$2,908.89 
VTV Vanguard Morningstar Value ETF
-0.68%
-$12,715.83 
IVE iShares S&P 500 Value ETF
-0.66%
-$8,592.36 
IEFA iShares Core MSCI EAFE ETF
-0.66%
-$1,413.51 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.65%
-$9,402.24 
DNP DNP Select Income Fund Inc.
-0.64%
-$1,026.67 
EFA iShares MSCI EAFE ETF
-0.63%
-$4,687.8 
GOOG Alphabet Inc
-0.63%
-$3,713.63 
META Meta Platforms Inc Class A
-0.63%
-$13,381.69 
KLAC KLA Corporation
-0.61%
-$6,259.5 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$5,767.24 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$1,913.56 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.6%
-$5,748.26 
DIS The Walt Disney Company
-0.59%
-$4,228.37 
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF
-0.59%
-$1,547 
VBR Vanguard Small-Cap Value ETF
-0.59%
-$1,265.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.59%
-$10,015.67 
AMZN Amazon.com Inc
-0.58%
-$32,246.12 
AAPL Apple Inc.
-0.58%
-$76,949.9 
MCHP Microchip Technology Inc.
-0.57%
-$2,496.45 
IMCV iShares Morningstar Mid-Cap Value ETF
-0.54%
-$1,192.82 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.54%
-$4,504.76 
GWW W.W. Grainger Inc.
-0.53%
-$1,648.01 
ELV Elevance Health, Inc.
-0.53%
-$4,658.19 
CARR Carrier Global Corp.
-0.52%
-$1,494.97 
VB Vanguard Small-Cap ETF
-0.52%
-$2,397.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.52%
-$10,205.54 
DGX Quest Diagnostics Incorporated
-0.51%
-$4,366.04 
PKG Packaging Corporation of America
-0.51%
-$2,937.06 
TRMB Trimble Inc.
-0.5%
-$3,196.18 
GWX SPDR S&P International Small Cap ETF
-0.49%
-$1,824.9 
EFV iShares MSCI EAFE Value ETF
-0.49%
-$4,731.85 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.49%
-$6,308.55 
SCHF Schwab International Equity ETF
-0.48%
-$2,965.95 
OTIS Otis Worldwide Corporation
-0.48%
-$19,460.71 
APD Air Products and Chemicals Inc.
-0.48%
-$1,033.97 
VEA Vanguard FTSE Developed Markets ETF
-0.48%
-$7,174.53 
BLCR iShares Large Cap Core Active ETF
-0.47%
-$2,189.14 
SPY State Street SPDR S&P 500 ETF Trust
-0.47%
-$59,693.31 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.47%
-$287,445.95 
VOO Vanguard S&P 500 ETF
-0.46%
-$12,104.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.46%
-$23,657.49 
VV Vanguard Morningstar Large-Cap ETF
-0.45%
-$18,723.71 
IVV iShares Core S&P 500 ETF
-0.45%
-$38,225.79 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$1,218.58 
VTI Vanguard Total Stock Market ETF
-0.42%
-$2,850.85 
HST Host Hotels & Resorts, Inc.
-0.42%
-$953.61 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.42%
-$3,013.65 
IDEF iShares Defense Industrials Active ETF
-0.42%
-$1,502.87 
IWM iShares Russell 2000 ETF
-0.41%
-$13,121.4 
NEE NextEra Energy Inc.
-0.4%
-$1,252.02 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$3,514.71 
APP AppLovin Corporation Class A Common Stock
-0.39%
-$1,822.63 
LIN Linde plc
-0.39%
-$29,468.15 
VLO Valero Energy Corporation
-0.37%
-$3,075.06 
GRMN Garmin Ltd.
-0.37%
-$31,200.12 
CORO iShares International Country Rotation Active ETF
-0.35%
-$2,222.12 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.34%
-$6,249.96 
VUG Vanguard Morningstar Growth ETF
-0.34%
-$5,643.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.33%
-$67,431.63 
WELL Welltower Inc.
-0.32%
-$1,274.23 
IVW iShares S&P 500 Growth ETF
-0.31%
-$5,614.51 
GD General Dynamics Corp.
-0.3%
-$1,038.81 
NVDA NVIDIA Corporation
-0.3%
-$16,653.05 
RWO SPDR Dow Jones Global Real Estate ETF
-0.3%
-$750.4 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.28%
-$1,110.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$1,047.6 
BUFR FT Vest Laddered Buffer ETF
-0.28%
-$1,487.12 
AAVM Alpha Architect Global Factor Equity ETF
-0.27%
-$858.78 
VWO Vanguard FTSE Emerging Markets ETF
-0.26%
-$999.9 
THRO iShares U.S. Thematic Rotation Active ETF
-0.26%
-$1,073.3 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.26%
-$814.32 
IYR iShares U.S. Real Estate ETF
-0.26%
-$652.29 
SPEM SPDR Portfolio Emerging Markets ETF
-0.25%
-$3,347.37 
EMHC State Street SPDR Bloomberg Emerging Markets USD Bond ETF
-0.23%
-$460.2 
SEIM SEI QiM U.S. Large Cap Momentum Active ETF
-0.22%
-$631.58 
ETN Eaton Corporation plc
-0.22%
-$1,032.74 
EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF
-0.22%
-$932.45 
FRT Federal Realty Investment Trust
-0.22%
-$652.6 
FAPR FT Vest U.S. Equity Buffer ETF - April
-0.21%
-$523.18 
SPHY SPDR Portfolio High Yield Bond ETF
-0.21%
-$1,244.36 
MSI Motorola Solutions, Inc.
-0.19%
-$3,810.97 
BBY Best Buy Co., Inc.
-0.17%
-$645.75 
BND Vanguard Total Bond Market ETF
-0.16%
-$1,007.05 
GMAY FT Vest U.S. Equity Moderate Buffer ETF - May
-0.16%
-$458.06 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.16%
-$1,329.02 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$41,455.57 
GILD Gilead Sciences Inc.
-0.15%
-$22,390.32 
AMCR Amcor plc
-0.15%
-$8,426.18 
AVT Avnet Inc.
-0.15%
-$322.79 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$982.52 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$1,697.21 
GDEC FT Vest U.S. Equity Moderate Buffer ETF - December
-0.14%
-$432.44 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.12%
-$447.84 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$3,127.53 
BINC iShares Flexible Income Active ETF
-0.11%
-$240.19 
DE Deere & Company
-0.11%
-$8,172.36 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.1%
-$4,740.65 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.1%
-$239.85 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$725.55 
FLTR VanEck IG Floating Rate ETF
-0.07%
-$186.37 
BRTR iShares Total Return Active ETF
-0.07%
-$294.07 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.07%
-$547.6 
SRLN State Street Blackstone Senior Loan ETF
-0.06%
-$133.07 
PNR Pentair plc
-0.05%
-$1,506.87 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.05%
-$1,244.69 
IAGG iShares Core International Aggregate Bond ETF
-0.05%
-$106.85 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$711.28 
SCHP Schwab U.S. TIPS ETF
-0.04%
-$92.7 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$191.12 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$176.16 
TAXF American Century Diversified Municipal Bond ETF
-0.02%
-$74.39 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$39.95 
MBB iShares MBS ETF
-0.01%
-$965.6 Events
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Dividends
Dividend Analysis
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| Trades 4056 | Longs Won 2569/4056 63% | Profit Factor 4.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,254.66 |
| Average Win $118,848.88 | Best Trade (Oct 15) $7.58M | Sharpe Ratio -27.38 |
| Average Loss -$48,565.47 | Worst Trade (Sep 30) -$2.11M | Z-Score -0.92 (64.2%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 1d | Expectancy $57,471.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 38,379 | $7.78M | $13.29M | - | $5.5M | 70.71% | -0.576% |
| AAVM Alpha Architect Global Factor Equity ETF | 9,542 | $253,053.84 | $321,088.3 | - | $68,034.46 | 26.89% | -0.267% |
| ABBV AbbVie Inc. | 43,751 | $7.83M | $12.52M | - | $4.7M | 59.98% | +0.379% |
| ABT Abbott Laboratories | 43,666 | $5.09M | $4.52M | - | -$577,275.14 | -11.34% | +0.878% |
| ADI Analog Devices, Inc. | 790 | $156,261.8 | $307,515.4 | - | $151,253.6 | 96.79% | +0.907% |
| ADP Automatic Data Processing Inc. | 18,598 | $4.59M | $5.67M | - | $1.08M | 23.49% | -0.958% |
| ADSK Autodesk Inc. | 1,841 | $532,249.14 | $465,367.98 | - | -$66,881.16 | -12.57% | -0.851% |
| AEE Ameren Corporation | 2,167 | $238,196.64 | $233,342.56 | - | -$4,854.08 | -2.04% | -1.157% |
| AEP American Electric Power Company, Inc. | 2,666 | $299,925 | $343,260.83 | - | $43,335.83 | 14.45% | -1.443% |
| AFL Aflac Incorporated | 1,786 | $209,408.5 | $214,882.59 | - | $5,474.09 | 2.61% | -2.397% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,018 | $707,052.71 | $673,587.64 | - | -$33,465.07 | -4.73% | -0.146% |
| ALB Albemarle Corporation | 3,563 | $586,754.89 | $334,512.25 | - | -$252,242.64 | -42.99% | +1.453% |
| AMAT Applied Materials Inc. | 4,426 | $1.01M | $1.68M | - | $665,898.98 | 65.64% | +1.085% |
| AMCR Amcor plc | 120,374 | $4.87M | $5.56M | - | $692,731.64 | 14.23% | -0.151% |
| AMD Advanced Micro Devices Inc. | 3,854 | $938,031.05 | $1.99M | - | $1.05M | 111.85% | +1.515% |
| AMGN Amgen Inc. Common Stock | 1,801 | $469,412.64 | $795,175.36 | - | $325,762.72 | 69.4% | -1.288% |
| AMZN Amazon.com Inc | 22,011 | $4.54M | $5.48M | - | $942,021.05 | 20.76% | -0.585% |
| ANET Arista Networks Inc. | 1,248 | $212,010.24 | $215,704.32 | - | $3,694.08 | 1.74% | +1.035% |
| APD Air Products and Chemicals Inc. | 701 | $205,519.17 | $215,028.24 | - | $9,509.07 | 4.63% | -0.479% |
| APP AppLovin Corporation Class A Common Stock | 1,761 | $1.02M | $463,574.44 | - | -$552,014.18 | -54.35% | -0.392% |
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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 - $5.33M, Eli Lilly and Company - $4.49M, Fidelity MSCI Information Technology Index ETF - $3.9M, 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. Class A Common Stock - $3.48M, Celanese Corp. Common Stock - $1.23M, State Street SPDR S&P 500 ETF Trust - $1.14M, 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 $47.03M earned over time. The largest contributors to dividend income include State Street 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 Short-Term Inflation-Protected Securities ETF - $1.95M, and Vanguard Total International Bond ETF - $1.66M. 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.
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