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
Automatically Tracked
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:
58.33%
Gain -0.34%
Monthly
0.49%
Yearly
6.05%
Drawdown
18.48%
$191.95M
Equity
Holdings
$191.95M
Investment
$173.42M
$30.04M
Profit -$518,897.62
Realized
$3.46M
Unrealized
$26.58M
Dividends
$14.35M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$518,897.62
Win %
73%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$609,561.97
Win %
73%
This Month
Compared to last month
Gain
0.34%
Profit
$642,480.23
Win %
73%
This Year
Compared to last year
Gain
0.34%
Profit
$642,480.23
Win %
73%
VHT Vanguard Health Care ETF
+2.14%
+$7,118.99 
BTC Grayscale Bitcoin Mini Trust ETF
+1.26%
+$17.58 
TLT iShares 20+ Year Treasury Bond ETF
+0.66%
+$25,636.52 
AAPL Apple Inc.
+0.49%
+$1,357.07 
AMZN Amazon.com Inc
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
-$0.19 
BWX SPDR Bloomberg International Treasury Bond ETF
0%
$0 
CTA Simplify Managed Futures Strategy ETF
0%
$0 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
DJP iPath Bloomberg Commodity Index Total Return ETN
0%
$0 
EWH iShares MSCI Hong Kong ETF
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FXI iShares China Large-Cap ETF
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GWX SPDR S&P International Small Cap ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
RWX SPDR Dow Jones International Real Estate ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
+$0.04 
TIP iShares TIPS Bond ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
ARKB Ark 21Shares Bitcoin ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
MU Micron Technology, Inc.
-4.08%
-$11,673 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$11,052.72 
IBIT iShares Bitcoin Trust
-1.89%
-$128,091.47 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$13,691.88 
GLD SPDR Gold Shares
-1.49%
-$19,970.95 
SPEM SPDR Portfolio Emerging Markets ETF
-1.32%
-$14,862.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$39,716.16 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.1%
-$8,160.35 
VOO Vanguard S&P 500 ETF
-1.09%
-$64,638.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.08%
-$239,721.48 
IGOV iShares International Treasury Bond ETF
-0.3%
-$1,386.36 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1143 | Longs Won 656/1143 57% | Profit Factor 2.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $201,134.35 |
| Average Win $72,081.34 | Best Trade (Oct 15) $3.16M | Sharpe Ratio -8.66 |
| Average Loss -$35,409.17 | Worst Trade (Dec 31) -$2.65M | Z-Score 1.78 (92.57%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 2d | Expectancy $26,282.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 803 | $203,793.37 | $275,396.87 | - | $71,603.5 | 35.14% | +0.495% |
| AMZN Amazon.com Inc | 822 | $204,801.29 | $212,552.75 | - | $7,751.46 | 3.78% | 0.0 |
| ARKB Ark 21Shares Bitcoin ETF | 13,635 | $305,539.14 | $376,189.65 | - | $70,650.51 | 23.12% | 0.0 |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 13,746 | $333,890.34 | $364,818.84 | - | $30,928.5 | 9.26% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 19,619 | $1.8M | $1.8M | - | -$2,200.79 | -0.12% | 0.0 |
| BITB Bitwise Bitcoin ETF | 7,922 | $291,608.82 | $357,757.52 | - | $66,148.7 | 22.68% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 110,108 | $5.36M | $5.18M | - | -$180,624.69 | -3.37% | 0.0 |
| BTC Grayscale Bitcoin Mini Trust ETF | 38,227 | $1,240.69 | $1,412.49 | - | $171.8 | 13.85% | +1.261% |
| BWX SPDR Bloomberg International Treasury Bond ETF | 149,456 | $3.3M | $3.17M | - | -$131,396.9 | -3.98% | 0.0 |
| CTA Simplify Managed Futures Strategy ETF | 155,195 | $4.54M | $4.65M | - | $110,387.17 | 2.43% | 0.0 |
| DBMF iMGP DBi Managed Futures Strategy ETF | 232,932 | $6.17M | $7.74M | - | $1.57M | 25.45% | 0.0 |
| DJP iPath Bloomberg Commodity Index Total Return ETN | 4,078 | $186,763.84 | $215,766.98 | - | $29,003.14 | 15.53% | 0.0 |
| EWH iShares MSCI Hong Kong ETF | 11,246 | $210,661.02 | $251,348.1 | - | $40,687.08 | 19.31% | 0.0 |
| EZU iShares MSCI Eurozone ETF | 12,563 | $629,168.03 | $827,650.44 | - | $198,482.41 | 31.55% | 0.0 |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 12,924 | $797,272.11 | $935,051.4 | - | $137,779.29 | 17.28% | 0.0 |
| FEZ SPDR Euro Stoxx 50 ETF | 14,309 | $790,441 | $941,102.93 | - | $150,661.93 | 19.06% | 0.0 |
| FNDC Schwab Fundamental International Small Company Index ETF | 11,511 | $422,234.51 | $572,557.14 | - | $150,322.63 | 35.6% | 0.0 |
| FXI iShares China Large-Cap ETF | 16,212 | $509,612.94 | $553,964.04 | - | $44,351.1 | 8.7% | 0.0 |
| GBIL Goldman Sachs Access Treasury 0-1 Year ETF | 4,706 | $470,910.44 | $470,411.76 | - | -$498.68 | -0.11% | 0.0 |
| GBTC Grayscale Bitcoin Trust ETF | 18,937 | $1.2M | $1.22M | - | $16,184.73 | 1.35% | 0.0 |
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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 - $5.7M, abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $3.02M, SPDR Gold MiniShares Trust - $1.86M, Vanguard FTSE All-World ex-US ETF - $1.58M, and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $1.05M. 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 - $3.15M, 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 Vanguard Global ex-US Real Estate Index Fund - $284,483.34. 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 $14.35M 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 - $1.03M, 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.
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