Wendy C. Skjerven Portfolio
Invests via TRAVELERS COMPANIES Inc. | Managed by Wendy C. Skjerven
Invests via TRAVELERS COMPANIES Inc.
Managed by Wendy C. Skjerven
Automatically Tracked
Wendy C. Skjerven Profile
An accomplished professional in the investment landscape, Wendy C. Skjerven has made significant contributions as an operating executive and investor-operator. With a robust career history encompassing leadership roles within various organizations, she possesses extensive expertise in strategic growth initiatives and corporate development. Skjerven's operational insights are complemented by her ability to navigate complex market dynamics, enabling her to drive impactful decisions that foster innovation and expansion. Her background reflects a blend of entrepreneurial spirit and corporate acumen, positioning her uniquely within capital markets discussions.
An accomplished professional in the investment landscape, Wendy C. Skjerven has made significant contributions as an operating executive and investor-operator. With a robust career history encompassing leadership roles within various organizations, she possesses extensive expertise in strategic growth initiatives and corporate development. Skjerven's operational insights are complemented by her ability to navigate complex market dynamics, enabling her to drive impactful decisions that foster innovation and expansion. Her background reflects a blend of entrepreneurial spirit and corporate acumen, positioning her uniquely within capital markets discussions.
Investment Philosophy & Strategy
In the realm of investment, strategic growth initiatives take precedence. Wendy C. Skjerven harnesses her extensive operational expertise to identify transformative opportunities across diverse sectors. Her background in leadership roles imbues her approach with a distinctive entrepreneurial spirit, driving value creation through innovation and tactical decision-making. Navigating complex market landscapes, she emphasizes scalable ventures that align with sustainable development goals. This foresight allows for proactive engagement in dynamic environments, making informed decisions that are poised to capitalize on evolving industry trends.
In the realm of investment, strategic growth initiatives take precedence. Wendy C. Skjerven harnesses her extensive operational expertise to identify transformative opportunities across diverse sectors. Her background in leadership roles imbues her approach with a distinctive entrepreneurial spirit, driving value creation through innovation and tactical decision-making. Navigating complex market landscapes, she emphasizes scalable ventures that align with sustainable development goals. This foresight allows for proactive engagement in dynamic environments, making informed decisions that are poised to capitalize on evolving industry trends.
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:
81.14%
Gain -0.01%
Monthly
0.37%
Yearly
4.48%
Drawdown
39.69%
$141.56M
Equity
Holdings
$141.56M
Investment
$73.8M
$820.07M
Profit -$9,119.92
Realized
$752.3M
Unrealized
$67.76M
Dividends
$160M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$9,119.92
Win %
50%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$5,503.4
Win %
50%
This Month
Compared to last month
Gain
0.001%
Profit
$1,257.92
Win %
50%
This Year
Compared to last year
Gain
4.17%
Profit
$6.08M
Win %
66%
Events
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Dividends
Dividend Analysis
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| Trades 4212 | Longs Won 1793/4212 42% | Profit Factor 1.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.02M |
| Average Win $1.2M | Best Trade (Jun 30) $772.68M | Sharpe Ratio -34.76 |
| Average Loss -$547,996.81 | Worst Trade (Sep 29) -$42.95M | Z-Score -8.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $194,697.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 54.17% | 65.15% | 72.58% | 78.35% | 83.15% | 87.29% | 90.94% | 94.23% | 97.23% |
| Consecutive Losing Trades | 258 | 232 | 207 | 181 | 155 | 129 | 103 | 77 | 52 | 26 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Wendy C. Skjerven?
The largest contributions to the portfolio's profits come from the following stocks: JNC - $1.24B, Magellan Midstream Partners LP - $65.82M, SCSS - $42.72M, Enterprise Products Partners L.P - $35.02M, and Citigroup Inc - $31.61M. 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: State Street Technology Select Sector SPDR ETF - $46.57M, NT - $46.41M, 46116T100 - $45M, LU - $40.66M, and Microsoft Corp - $35.86M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wendy C. Skjerven's portfolio generate?
The portfolio generates substantial dividend income, with a total of $160M earned over time. The largest contributors to dividend income include Citigroup Inc - $24.08M, Enterprise Products Partners L.P - $17.82M, General Electric Company - $16.46M, Magellan Midstream Partners LP - $14.88M, and Plains All American Pipeline, L.P - $14.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wendy C. Skjerven's monthly returns?
Wendy C. Skjerven'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 Wendy C. Skjerven's strategy be considered aggressive or moderate?
Wendy C. Skjerven's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Wendy C. Skjerven's strategy?
Wendy C. Skjerven's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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