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:
53.83%
Gain +3.8%
Monthly
0.54%
Yearly
6.68%
Drawdown
18.52%
$186.11M
Equity
Holdings
$186.11M
Investment
$151.24M
$31.12M
Profit +$4.21M
Realized
-$3.76M
Unrealized
$34.87M
Dividends
$13.92M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.8%
Profit
$4.21M
Win %
80%
This Week
Compared To Last Week
Gain
2.45%
Profit
$4.45M
Win %
80%
This Month
Compared to last month
Gain
2.45%
Profit
$4.45M
Win %
80%
This Year
Compared to last year
Gain
2.57%
Profit
$4.67M
Win %
80%
TT Trane Technologies plc
+3.33%
+$7,335.01 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$37,290.4 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$41,139.35 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$8,556.21 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$10,614.74 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,970.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,695.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$26,864.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$71,460.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,356.64 
MCHI iShares MSCI China ETF
+0.54%
+$27,606.9 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$13,836.22 
GXC SPDR S&P China ETF
+0.38%
+$1,389.84 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$2,028.3 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$17,053.84 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$3,476.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,745.43 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.02%
+$83.75 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$57.36 
AAPL Apple Inc.
-7.35%
-$19,689.56 
MU Micron Technology, Inc.
-5.9%
-$16,366.69 
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$8,879.85 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$22,727.1 
IBIT iShares Bitcoin Trust
-2.89%
-$173,363 
BITB Bitwise Bitcoin ETF
-2.87%
-$9,917.19 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$35,518.3 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$27,543.23 
GLD SPDR Gold Shares
-1.49%
-$18,388.61 
IAUM iShares Gold Trust Micro
-1.46%
-$13,212.6 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$73,988.25 
IAU iShares Gold Trust
-1.46%
-$187,012.74 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$18,091.8 
RWX SPDR Dow Jones International Real Estate ETF
-1.41%
-$18,205.65 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$54,661.65 
DE Deere & Company
-1.13%
-$3,175.6 
IFGL iShares International Developed Real Estate ETF
-1.03%
-$2,635.92 
EWH iShares MSCI Hong Kong ETF
-0.94%
-$3,628.9 
VHT Vanguard Health Care ETF
-0.76%
-$2,456.99 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$4,200.48 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$5,341.31 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$10,216.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$22,257.6 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,745.1 
REET iShares Global REIT ETF
-0.59%
-$1,647.81 
SCHF Schwab International Equity ETF
-0.58%
-$36,065.44 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,644.06 
IYR iShares U.S. Real Estate ETF
-0.55%
-$8,061.48 
VNQ Vanguard Real Estate ETF
-0.54%
-$6,761.34 
USRT iShares Core U.S. REIT ETF
-0.54%
-$2,536.72 
SCHH Schwab U.S. REIT ETF
-0.49%
-$34,590.72 
IWM iShares Russell 2000 ETF
-0.47%
-$3,183.08 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,083.6 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$19,498 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$20,989.15 
IGOV iShares International Treasury Bond ETF
-0.34%
-$4,582.82 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$1,755.3 
BNDX Vanguard Total International Bond ETF
-0.23%
-$17,625.52 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$15,335.9 
VB Vanguard Small-Cap ETF
-0.22%
-$3,138.86 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$8,226.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$6,949.26 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$17,754.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$9,540.35 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,038.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$4,393.74 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$6,540.08 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$334.62 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,217.92 
EZU iShares MSCI Eurozone ETF
-0.12%
-$1,014.72 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$5,121.03 
TIP iShares TIPS Bond ETF
-0.1%
-$640.64 
FXI iShares China Large-Cap ETF
-0.06%
-$342.68 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$213.39 Events
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Dividends
Dividend Analysis
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| Trades 1081 | Longs Won 643/1081 59% | Profit Factor 2.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $247,619.88 |
| Average Win $74,330.2 | Best Trade (Aug 10) $5.62M | Sharpe Ratio -10.05 |
| Average Loss -$38,580.58 | Worst Trade (Dec 31) -$2.65M | Z-Score 2.36 (98.19%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 6d | Expectancy $28,786.11 |
| 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 | 4,831 | 4,348 | 3,865 | 3,382 | 2,899 | 2,415 | 1,932 | 1,449 | 966 | 483 |
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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FAQ
Which stocks have generated the highest profits for Randy D. Kurtz?
The largest contributions to the portfolio's profits come from the following stocks: iShares Gold Trust - $3.66M, SPDR Gold MiniShares Trust - $1.48M, abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $1.33M, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $948,127.19, and VanEck J.P. Morgan EM Local Currency Bond ETF - $629,231.77. 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: SPDR S&P 500 ETF Trust - $3.16M, SPDR FTSE International Government Inflation-Protected Bond ETF - $564,794.31, ProShares Short VIX Short-Term Futures ETF - $541,328.22, iShares Asia 50 ETF - $463,155.13, and SPDR MSCI Emerging Markets StrategicFactors ETF - $217,865.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Randy D. Kurtz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.92M earned over time. The largest contributors to dividend income include abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $1.3M, VanEck J.P. Morgan EM Local Currency Bond ETF - $1M, SPDR FTSE International Government Inflation-Protected Bond ETF - $837,365.4, Schwab Emerging Markets Equity ETF - $629,948.23, and Vanguard Global ex-US Real Estate Index Fund - $609,552.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Randy D. Kurtz's monthly returns?
Randy D. Kurtz'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 Randy D. Kurtz's strategy be considered aggressive or moderate?
Randy D. Kurtz'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 Randy D. Kurtz's strategy?
Randy D. Kurtz'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.
