RDK
Randy D. Kurtz Portfolio
Invests via Upper Left Wealth Management LLC | Managed by Randy D. Kurtz
Invests via Upper Left Wealth Management LLC
Managed by Randy D. Kurtz
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Randy D. Kurtz Profile
A seasoned investment professional, Randy D. Kurtz possesses extensive experience in strategic financial management and corporate development. His career spans multiple sectors, with a significant focus on leveraging market opportunities to enhance organizational value. Known for his leadership roles in high-growth companies, he has been instrumental in driving operational efficiencies and developing innovative business strategies that propel revenue generation. With a robust background rooted in finance and entrepreneurship, he exemplifies the qualities necessary for fostering investor confidence and supporting ambitious corporate initiatives.
A seasoned investment professional, Randy D. Kurtz possesses extensive experience in strategic financial management and corporate development. His career spans multiple sectors, with a significant focus on leveraging market opportunities to enhance organizational value. Known for his leadership roles in high-growth companies, he has been instrumental in driving operational efficiencies and developing innovative business strategies that propel revenue generation. With a robust background rooted in finance and entrepreneurship, he exemplifies the qualities necessary for fostering investor confidence and supporting ambitious corporate initiatives.
Investment Philosophy & Strategy
Opportunities in evolving markets drive investment decisions for Randy D. Kurtz, who blends operational insights with a forward-thinking approach to corporate growth. His leadership is marked by identifying and capitalizing on untapped potential within various sectors, ensuring a dynamic strategy that fosters expansion and value creation. Balancing innovation with rigorous financial analysis, he actively seeks ventures that enhance competitive positioning while optimizing resource allocation. A collaborative mindset allows him to forge alliances beneficial for strategic partnerships, further enhancing his capacity to navigate complex business landscapes.
Opportunities in evolving markets drive investment decisions for Randy D. Kurtz, who blends operational insights with a forward-thinking approach to corporate growth. His leadership is marked by identifying and capitalizing on untapped potential within various sectors, ensuring a dynamic strategy that fosters expansion and value creation. Balancing innovation with rigorous financial analysis, he actively seeks ventures that enhance competitive positioning while optimizing resource allocation. A collaborative mindset allows him to forge alliances beneficial for strategic partnerships, further enhancing his capacity to navigate complex business landscapes.
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:
29.05%
Gain +0.87%
Monthly
0.21%
Yearly
2.58%
Drawdown
19.8%
$176.49M
Equity
Holdings
$176.49M
Investment
$142.34M
$29.54M
Profit +$1.76M
Realized
-$4.6M
Unrealized
$34.15M
Dividends
$13.12M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$1.76M
Win %
80%
This Week
Compared To Last Week
Gain
1.01%
Profit
$1.76M
Win %
80%
This Month
Compared to last month
Gain
-1.19%
Profit
-$2.12M
Win %
80%
This Year
Compared to last year
Gain
2.69%
Profit
$4.74M
Win %
80%
ARKB Ark 21Shares Bitcoin ETF
+4.89%
+$14,139.84 
GBTC Grayscale Bitcoin Trust ETF
+4.87%
+$46,322.71 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+4.84%
+$35,057.08 
BITB Bitwise Bitcoin ETF
+4.84%
+$25,866.63 
BTC Grayscale Bitcoin Mini Trust ETF
+4.83%
+$40,931.92 
IBIT iShares Bitcoin Trust
+4.83%
+$263,390.61 
QQQ Invesco QQQ Trust, Series 1
+3.05%
+$16,581.04 
IAU iShares Gold Trust
+2.59%
+$326,114 
SGOL abrdn Physical Gold Shares ETF
+2.58%
+$12,323.75 
GLDM SPDR Gold MiniShares Trust
+2.56%
+$134,932 
GLD SPDR Gold Shares
+2.54%
+$32,396.15 
IEMG iShares Core MSCI Emerging Markets ETF
+2.27%
+$30,754.02 
VWO Vanguard FTSE Emerging Markets ETF
+2.2%
+$81,018.26 
SCHE Schwab Emerging Markets Equity ETF
+2.13%
+$104,023.92 
SPEM SPDR Portfolio Emerging Markets ETF
+2%
+$23,251.25 
AAPL Apple Inc.
+1.75%
+$4,083.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.72%
+$180,820.74 
VOO Vanguard S&P 500 ETF
+1.71%
+$13,653.79 
SPY SPDR S&P 500 ETF Trust
+1.7%
+$37,780.96 
IVV iShares Core S&P 500 ETF
+1.45%
+$51,619.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.44%
+$44,357.5 
VEU Vanguard FTSE All-World ex-US ETF
+1.43%
+$57,073.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.38%
+$38,843.24 
SCHF Schwab International Equity ETF
+1.21%
+$71,043.79 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.2%
+$9,270.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.13%
+$36,592.56 
FNDC Schwab Fundamental International Small Company Index ETF
+1.1%
+$6,431.55 
FEZ SPDR Euro Stoxx 50 ETF
+1.09%
+$36,463.48 
SCHA Schwab U.S. Small-Cap ETF
+1.03%
+$58,540.68 
SCHC Schwab International Small-Cap Equity ETF
+1%
+$47,725.5 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.88%
+$35,814.37 
VB Vanguard Small-Cap ETF
+0.8%
+$10,004.04 
GWX SPDR S&P International Small Cap ETF
+0.74%
+$10,235.02 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.74%
+$4,344.34 
IWM iShares Russell 2000 ETF
+0.59%
+$4,259.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.4%
+$923.23 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.36%
+$24,999.68 
VGK Vanguard FTSE Europe ETF
+0.28%
+$709.41 
IGOV iShares International Treasury Bond ETF
+0.22%
+$1,685.52 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.21%
+$13,011.31 
MCHI iShares MSCI China ETF
+0.16%
+$8,452.98 
IAGG iShares International Aggregate Bond Fund
+0.13%
+$981.57 
IEI iShares 3-7 Year Treasury Bond ETF
+0.11%
+$1,049.93 
SCHP Schwab U.S. TIPS ETF
+0.09%
+$4,121.32 
TIP iShares TIPS Bond ETF
+0.09%
+$457.05 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.08%
+$3,517.64 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.03%
+$1,545.45 
BNDX Vanguard Total International Bond ETF
+0.03%
+$2,240.68 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$30.17 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$274.36 
IFGL iShares International Developed Real Estate ETF
-1.81%
-$4,477.44 
USRT iShares Core U.S. REIT ETF
-1.45%
-$6,806.49 
IYR iShares U.S. Real Estate ETF
-1.4%
-$20,627.2 
CTA Simplify Managed Futures Strategy ETF
-1.34%
-$50,536.2 
REET iShares Global REIT ETF
-1.31%
-$3,470.78 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.08%
-$7,181.52 
SCHH Schwab U.S. REIT ETF
-1.05%
-$71,037.9 
IEFA iShares Core MSCI EAFE ETF
-0.95%
-$2,873.26 
VNQ Vanguard Real Estate ETF
-0.91%
-$8,656.44 
EZU iShares MSCI Eurozone ETF
-0.85%
-$6,515.25 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.72%
-$2,111.83 
EWH iShares MSCI Hong Kong ETF
-0.61%
-$2,281.23 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.58%
-$49,930.15 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.56%
-$1,616.94 
FXI iShares China Large-Cap ETF
-0.54%
-$1,677.32 
VHT Vanguard Health Care ETF
-0.51%
-$1,527.76 
RWX SPDR Dow Jones International Real Estate ETF
-0.22%
-$2,292.3 
IJR iShares Core S&P Small-Cap ETF
-0.16%
-$1,244.7 Events
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Dividends
Dividend Analysis
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| Trades 1012 | Longs Won 585/1012 57% | Profit Factor 2.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,496.17 |
| Average Win $77,888.75 | Best Trade (Jun 15) $5.67M | Sharpe Ratio -8.99 |
| Average Loss -$37,524.2 | Worst Trade (Dec 31) -$2.65M | Z-Score 1.09 (72.22%) |
| Commissions $0 | Avg. Trade Length 1y 10m 6d | Expectancy $29,191.79 |
| 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 | 4,695 | 4,225 | 3,756 | 3,286 | 2,817 | 2,347 | 1,878 | 1,408 | 939 | 469 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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