JRS
James RG Skjong Portfolio
Invests via Ulland Investment Advisors LLC | Managed by Nathaniel (Nat) J. Beebe, CFA, Jared P. Plotz, CFA
Invests via Ulland Investment Advisors LLC
Managed by Nathaniel (Nat) J. Beebe, CFA, Jared P. Plotz, CFA
Automatically Tracked
James RG Skjong Profile
With a multifaceted background in investment and corporate leadership, James RG Skjong has established himself as a significant player in the financial services sector. His experience spans both private equity and public markets, positioning him uniquely to drive value across various investment platforms. As an operating executive, he plays a crucial role in overseeing strategic initiatives that align with long-term growth objectives while navigating complex market dynamics. Known for his analytical acumen, he combines operational insight with financial expertise to optimize performance and create sustainable competitive advantages within the organizations he engages.
With a multifaceted background in investment and corporate leadership, James RG Skjong has established himself as a significant player in the financial services sector. His experience spans both private equity and public markets, positioning him uniquely to drive value across various investment platforms. As an operating executive, he plays a crucial role in overseeing strategic initiatives that align with long-term growth objectives while navigating complex market dynamics. Known for his analytical acumen, he combines operational insight with financial expertise to optimize performance and create sustainable competitive advantages within the organizations he engages.
Investment Philosophy & Strategy
In the realm of investment, James RG Skjong exhibits a distinctive contrarian approach, strategically identifying opportunities often overlooked by conventional investors. He leverages his extensive leadership experience to uncover value in underappreciated sectors and asset classes. By applying deep analytical rigor alongside operational expertise, he adeptly evaluates potential investments while prioritizing innovative growth avenues. His commitment to navigating complex market landscapes allows for thoughtful capital allocation that seeks not only appreciation but also durability against market fluctuations. The fusion of these elements fosters an environment where transformational outcomes can flourish.
In the realm of investment, James RG Skjong exhibits a distinctive contrarian approach, strategically identifying opportunities often overlooked by conventional investors. He leverages his extensive leadership experience to uncover value in underappreciated sectors and asset classes. By applying deep analytical rigor alongside operational expertise, he adeptly evaluates potential investments while prioritizing innovative growth avenues. His commitment to navigating complex market landscapes allows for thoughtful capital allocation that seeks not only appreciation but also durability against market fluctuations. The fusion of these elements fosters an environment where transformational outcomes can flourish.
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:
71.99%
Gain -0.47%
Monthly
0.69%
Yearly
8.64%
Drawdown
21.19%
$133.54M
Equity
Holdings
$133.54M
Investment
$86.6M
$50.94M
Profit -$484,355.21
Realized
$4M
Unrealized
$46.95M
Dividends
$6.31M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$484,355.21
Win %
79%
This Week
Compared To Last Week
Gain
-2.04%
Profit
-$2.77M
Win %
79%
This Month
Compared to last month
Gain
-1.56%
Profit
-$2.11M
Win %
79%
This Year
Compared to last year
Gain
-1.64%
Profit
-$2.22M
Win %
77%
ALVO Alvotech SA
+15.41%
+$60,225 
AMZN Amazon.com Inc
+15.32%
+$774,168.35 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$2,746.25 
GOOG Alphabet Inc
+6.88%
+$713,448.2 
GOOGL Alphabet Inc
+6.73%
+$287,458.71 
NVT nVent Electric plc
+6.24%
+$478.59 
VRT Vertiv Holdings Co
+6.18%
+$371,251.28 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$59.3 
SOLS Sollensys Corp
+4.84%
+$97.3 
SNPS Synopsys, Inc.
+4.41%
+$32,531.44 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$926.1 
AMKR Amkor Technology Inc.
+3.34%
+$10,473.05 
META Meta Platforms Inc Class A
+3.28%
+$188,115.1 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$23,800.8 
MSFT Microsoft Corp.
+3.02%
+$72,853.33 
NVDA NVIDIA Corporation
+2.93%
+$296,115.25 
APA APA Corporation
+2.73%
+$100.98 
GNRC Generac Holdings Inc.
+2.71%
+$13,650 
DMLP Dorchester Minerals, L.P.
+2.45%
+$10,560 
CVX Chevron Corporation
+2.35%
+$3,164 
MRVL Marvell Technology, Inc.
+2.32%
+$30,054.3 
BP BP p.l.c. Sponsored ADR
+2.26%
+$164 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$149 
CSCO Cisco Systems, Inc.
+2.14%
+$561.33 
USAR USA Rare Earth, Inc.
+2.05%
+$161.1 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,660.45 
CRM Salesforce Inc
+1.83%
+$691.79 
HCA HCA Healthcare Inc.
+1.72%
+$2,448 
CPNG Coupang Inc.
+1.62%
+$936 
ACN Accenture plc Class A
+1.61%
+$86.79 
BSX Boston Scientific Corporation
+1.59%
+$13,821.82 
CDW CDW Corporation
+1.55%
+$141.75 
BUG Global X Cybersecurity ETF
+1.52%
+$1,923.76 
SAP SAP SE Sponsored ADR
+1.51%
+$274 
MPLX MPLX LP
+1.46%
+$6,300 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$63.25 
LFCR Lifecore Biomedical, Inc.
+1.38%
+$30 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$13,421.1 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$12,448.54 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$7,091.29 
APG Api Group Corporation
+1.22%
+$720 
AI C3.ai Inc.
+1.21%
+$28.6 
WFC Wells Fargo & Company
+1.19%
+$1,397.4 
HONA Honeywell Aerospace Inc.
+1.18%
+$307.34 
PSI Invesco Semiconductors ETF
+1.16%
+$6,086.89 
RMD ResMed Inc.
+1.16%
+$60.5 
ITW Illinois Tool Works Inc.
+1.15%
+$429 
VUG Vanguard Growth ETF
+1.1%
+$502.2 
ZETA Zeta Global Holdings Corp.
+1.08%
+$69 
BSM Black Stone Minerals, L.P.
+1.01%
+$3,555 
ADBE Adobe Inc.
+1.01%
+$296.18 
XLE Energy Select Sector SPDR Fund
+1%
+$4,702.3 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$260.96 
SUN Sunoco L.P.
+0.95%
+$4,644 
MIR Mirion Technologies, Inc.
+0.94%
+$2,073.4 
AMLP Alerian MLP ETF
+0.89%
+$8,075.2 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.89%
+$3,914 
SCHW Charles Schwab Corporation
+0.87%
+$1,761.76 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$145 
EMR Emerson Electric Co.
+0.79%
+$241.9 
TSLA Tesla, Inc.
+0.76%
+$200.6 
MPC Marathon Petroleum Corporation
+0.76%
+$215.1 
COUR Coursera Inc.
+0.76%
+$10 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,385.2 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.73%
+$1,083.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,360.75 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,901.26 
CAT Caterpillar Inc.
+0.7%
+$2,636.55 
BMY Bristol-Myers Squibb Company
+0.69%
+$27 
IVV iShares Core S&P 500 ETF
+0.69%
+$256 
CARR Carrier Global Corporation
+0.68%
+$910.98 
DOW Dow Inc.
+0.67%
+$45 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$17.2 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$9,605.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$42,304.32 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$8,160.88 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$1,042.8 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$6,537.16 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$11,845.53 
ET Energy Transfer L.P.
+0.59%
+$3,000 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$81.6 
ROCY JPMorgan Equity Premium Yield ETF
+0.59%
+$96 
MO Altria Group, Inc.
+0.57%
+$285.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$29,490.78 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
+0.57%
+$31 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$487.5 
DRNZ REX Drone ETF
+0.56%
+$34.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$583.94 
EXC Exelon Corporation
+0.53%
+$48 
Q Qnity Electronics Inc.
+0.51%
+$73.92 
MPV Barings Participation Investors
+0.49%
+$56 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$60 
AXON Axon Enterprise, Inc.
+0.47%
+$27,539.92 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$66.12 
NSC Norfolk Southern Corporation
+0.46%
+$465.01 
WFC-PL Wells Fargo & Company
+0.41%
+$344.88 
RTX RTX Corporation
+0.39%
+$1,872.36 
AVGO Broadcom Inc.
+0.37%
+$1,473.12 
PG Procter & Gamble Co
+0.37%
+$625.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,686.52 
OTIS Otis Worldwide Corporation
+0.36%
+$271.18 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$12.78 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$290 
VICR Vicor Corporation
+0.34%
+$270.2 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$17,479.05 
MRK Merck & Co., Inc.
+0.32%
+$392.38 
JPM JPMorgan Chase & Co.
+0.27%
+$237.82 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$784.93 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$781.5 
INTU Intuit Inc.
+0.18%
+$1,000.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2.16 
USB U.S. Bancorp
+0.17%
+$149.05 
USAC Usa Compression Partners L.P.
+0.15%
+$520 
VICI Vici Properties Inc.
+0.15%
+$242 
CB Chubb Limited
+0.15%
+$18.55 
DELL Dell Technologies Inc.
+0.14%
+$84 
LZ LegalZoom.com, Inc.
+0.13%
+$2.5 
MMM 3M Company
+0.12%
+$122.85 
ISRG Intuitive Surgical, Inc.
+0.1%
+$108 
WMT Walmart Inc.
+0.09%
+$94.3 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$30 
AEP American Electric Power Company, Inc.
+0.06%
+$3.5 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$1.3 
DIS The Walt Disney Company
+0.03%
+$4.5 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$8.48 
SGVT Schwab Government Money Market ETF
+0.02%
+$8 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$1,532.17 
AAPL Apple Inc.
-7.35%
-$312,654.52 
SYK Stryker Corporation
-6.42%
-$4,914.8 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-5.49%
-$13,667 
WPM Wheaton Precious Metals Corp.
-3.84%
-$2,044.5 
CAMT Camtek Ltd.
-3.48%
-$176.49 
BITW Bitwise 10 Crypto Index Fund
-2.78%
-$580 
ICE Intercontinental Exchange, Inc.
-2.42%
-$35,474.4 
DLR Digital Realty Trust, Inc.
-2.42%
-$1,144.15 
SJM The J.M. Smucker Company
-2.41%
-$787.65 
SLV iShares Silver Trust
-2.13%
-$798 
CCJ Cameco Corporation
-2.1%
-$1,480 
LH Labcorp Holdings Inc.
-2.01%
-$6,602.18 
WES Western Midstream Partners, LP
-2%
-$13,917.5 
NFLX Netflix, Inc.
-2%
-$204.4 
APD Air Products and Chemicals, Inc.
-1.77%
-$398.25 
UNH UnitedHealth Group Incorporated
-1.68%
-$41,882.74 
URA Global X Uranium ETF
-1.64%
-$2,323.1 
SQ Block, Inc.
-1.64%
-$17,000.55 
SOLV Solventum Corporation
-1.59%
-$201.48 
LRCX Lam Research Corporation
-1.58%
-$940 
GLD SPDR Gold Shares
-1.49%
-$646.3 
NKE Nike, Inc. - Class B
-1.37%
-$23.2 
LNTH Lantheus Holdings, Inc.
-1.35%
-$5,678 
DD DuPont de Nemours, Inc.
-1.32%
-$138 
UMH UMH Properties, Inc.
-1.31%
-$15,203 
LOUP Innovator Deepwater Frontier Tech ETF
-1.29%
-$1,348.65 
GRMN Garmin Ltd.
-1.27%
-$49.01 
SCCO Southern Copper Corporation
-1.24%
-$1,161.02 
NEE NextEra Energy, Inc.
-1.15%
-$448.44 
LOW Lowe's Companies Inc.
-1.08%
-$18,475.55 
KO The Coca-Cola Company
-1.02%
-$18 
SWK Stanley Black & Decker Inc.
-1.01%
-$94.09 
PAA Plains All American Pipeline, L.P.
-1.01%
-$2,875 
EW Edwards Lifesciences Corporation
-0.98%
-$522.75 
XOM Exxon Mobil Corporation
-0.97%
-$6,975.27 
SKY Skyline Champion Corporation
-0.88%
-$32,061.47 
PGR Progressive Corporation
-0.87%
-$790.5 
KMB Kimberly-Clark Corporation
-0.8%
-$1,592.8 
MCI Barings Corporate Investors
-0.78%
-$95.55 
VMD Viemed Healthcare Inc.
-0.77%
-$2,569.05 
CVS CVS Health Corporation
-0.75%
-$8.69 
MA Mastercard Incorporated
-0.74%
-$416.5 
VPU Vanguard Utilities ETF
-0.71%
-$333.2 
BTCC Grayscale Bitcoin Covered Call ETF
-0.69%
-$180 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$264.14 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$12 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,296 
PM Philip Morris International Inc.
-0.61%
-$1,548.15 
ITWO ProShares Russell 2000 High Income ETF
-0.61%
-$210 
ECL Ecolab Inc.
-0.61%
-$2,258.91 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$649.9 
NRP Natural Resource Partners L.P.
-0.59%
-$3,190.01 
SCHF Schwab International Equity ETF
-0.58%
-$156 
VNQ Vanguard Real Estate ETF
-0.54%
-$91.8 
LLY Eli Lilly and Company
-0.53%
-$1,226 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$116.6 
NRXS Neuraxis Inc.
-0.48%
-$30 
IWM iShares Russell 2000 ETF
-0.47%
-$69.5 
JIVE JPMorgan International Value ETF
-0.46%
-$17.6 
PEP PepsiCo, Inc.
-0.46%
-$273.92 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$98.8 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$20 
HD The Home Depot, Inc.
-0.42%
-$95.91 
ETR Entergy Corporation
-0.38%
-$164 
FDX FedEx Corporation
-0.37%
-$115 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$213.6 
FDVV Fidelity High Dividend ETF
-0.35%
-$22 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$17 
CEG Constellation Energy Corporation
-0.31%
-$73.71 
SMMD iShares Russell 2500 ETF
-0.29%
-$4,474.41 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$937.75 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$96.8 
VTV Vanguard Value ETF
-0.27%
-$369.33 
CNP CenterPoint Energy Inc.
-0.26%
-$66.33 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$27 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$7,158.69 
BX Blackstone Inc.
-0.25%
-$39.68 
COST Costco Wholesale Corporation
-0.24%
-$1,406.74 
VB Vanguard Small-Cap ETF
-0.22%
-$366.29 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$354 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$12.92 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$63.75 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$324.01 
EPD Enterprise Products Partners L.P.
-0.18%
-$742.01 
BKNG Booking Holdings Inc.
-0.18%
-$161.51 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$246.05 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$30 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$19.84 
V Visa Inc. Class A
-0.04%
-$997.29 
TGT Target Corporation
-0.01%
-$8.43 Events
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Dividends
Dividend Analysis
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| Trades 1880 | Longs Won 1048/1880 55% | Profit Factor 2.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,925.24 |
| Average Win $74,940.46 | Best Trade (Sep 08) $6.67M | Sharpe Ratio -12.48 |
| Average Loss -$32,604.17 | Worst Trade (Sep 30) -$1.01M | Z-Score -1.22 (77.87%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $27,096.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,751 | $2.27M | $3.94M | - | $1.67M | 73.38% | -7.354% |
| ACN Accenture plc Class A | 33 | $8,137.8 | $5,475.36 | - | -$2,662.44 | -32.72% | +1.611% |
| ADBE Adobe Inc. | 118 | $47,081.61 | $29,548.38 | - | -$17,533.23 | -37.24% | +1.013% |
| AEP American Electric Power Company, Inc. | 50 | $4,448.5 | $6,392.5 | - | $1,944 | 43.7% | +0.055% |
| AI C3.ai Inc. | 260 | $7,529.6 | $2,386.8 | - | -$5,142.8 | -68.3% | +1.213% |
| AIQ Global X Artificial Intelligence & Technology ETF | 1,450 | $49,242 | $85,390.5 | - | $36,148.5 | 73.41% | +0.341% |
| ALVO Alvotech SA | 109,500 | $542,494 | $451,140 | - | -$91,354 | -16.84% | +15.406% |
| AMKR Amkor Technology Inc. | 6,505 | $133,139.7 | $324,404.35 | - | $191,264.65 | 143.66% | +3.336% |
| AMLP Alerian MLP ETF | 16,480 | $775,661.23 | $911,673.6 | - | $136,012.37 | 17.54% | +0.894% |
| AMZN Amazon.com Inc | 21,457 | $3.64M | $5.83M | - | $2.19M | 60.14% | +15.321% |
| APA APA Corporation | 102 | $3,002.88 | $3,806.64 | - | $803.76 | 26.77% | +2.725% |
| APD Air Products and Chemicals, Inc. | 75 | $22,819.5 | $22,116.75 | - | -$702.75 | -3.08% | -1.769% |
| APG Api Group Corporation | 1,500 | $36,902.61 | $59,520 | - | $22,617.39 | 61.29% | +1.224% |
| AVGO Broadcom Inc. | 1,023 | $229,474.34 | $398,233.44 | - | $168,759.1 | 73.54% | +0.371% |
| AXON Axon Enterprise, Inc. | 11,195 | $2.08M | $5.91M | - | $3.83M | 183.97% | +0.468% |
| BABA Alibaba Group Holding Limited SP ADR | 10 | $880.9 | $1,222.5 | - | $341.6 | 38.78% | +5.098% |
| BITW Bitwise 10 Crypto Index Fund | 500 | $24,215 | $20,255 | - | -$3,960 | -16.35% | -2.784% |
| BKNG Booking Holdings Inc. | 475 | $45,585.75 | $91,627.5 | - | $46,041.75 | 101% | -0.176% |
| BMY Bristol-Myers Squibb Company | 60 | $4,381.8 | $3,918.6 | - | -$463.2 | -10.57% | +0.694% |
| BP BP p.l.c. Sponsored ADR | 164 | $5,651.44 | $7,416.08 | - | $1,764.64 | 31.22% | +2.261% |
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FAQ
Which stocks have generated the highest profits for James RG Skjong?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.69M, Axon Enterprise, Inc - $5.58M, Vertiv Holdings Co - $2.42M, Alphabet Inc - $2.05M, and Alphabet Inc - $1.12M. 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: Stem, Inc - $1.65M, Invesco Semiconductors ETF - $1.55M, Wells Fargo & Company - $1.39M, Super Micro Computer Inc - $1.28M, and Fidelity National Information Services, Inc - $884,129.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James RG Skjong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.31M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $792,682.45, JPMorgan Equity Premium Income Fund - $631,698.25, UnitedHealth Group Incorporated - $403,126.06, Expand Energy Corporation - $292,510.6, and Lowe's Companies Inc - $246,963.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James RG Skjong's monthly returns?
James RG Skjong'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 James RG Skjong's strategy be considered aggressive or moderate?
James RG Skjong'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 James RG Skjong's strategy?
James RG Skjong'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.
