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:
76.81%
Gain -0.18%
Monthly
0.67%
Yearly
8.35%
Drawdown
21.12%
$137.84M
Equity
Holdings
$137.84M
Investment
$94.18M
$50.17M
Profit -$322,211.29
Realized
$6.5M
Unrealized
$43.67M
Dividends
$6.54M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$322,211.29
Win %
76%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$1.22M
Win %
76%
This Month
Compared to last month
Gain
-2.55%
Profit
-$3.61M
Win %
76%
This Year
Compared to last year
Gain
-2.57%
Profit
-$3.64M
Win %
75%
PANW Palo Alto Networks, Inc.
+6.39%
+$24,557.01 
CRWD CrowdStrike Holdings, Inc.
+6.08%
+$65,671.1 
DDOG Datadog Inc. Class A
+5.41%
+$8,359.8 
DOUG Douglas Elliman Inc.
+5.33%
+$160 
APA APA Corporation
+4.67%
+$235.62 
BUG Global X Cybersecurity ETF
+4.25%
+$6,817.5 
TEM Tempus AI Inc Class A Common Stock
+3.93%
+$1,252.5 
PAA Plains All American Pipeline, L.P. Common Units
+2.97%
+$9,240 
ISRG Intuitive Surgical Inc.
+2.8%
+$3,732 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.64%
+$129.87 
XLE State Street Energy Select Sector SPDR ETF
+2.57%
+$13,480.95 
CVX Chevron Corporation
+2.47%
+$3,920.01 
BP BP Plc Sponsored ADR
+2.4%
+$196.8 
DOW Dow Inc.
+2.39%
+$171 
XOM ExxonMobil Holdings Corporation
+2.28%
+$17,023.58 
DMLP Dorchester Minerals, L.P. Common Units
+2.23%
+$11,390 
DELL Dell Technologies Inc. Class C Common Stock
+2.23%
+$1,515 
AMPL Amplitude Inc. Class A Common Stock
+2.23%
+$19 
HONA Honeywell Aerospace Inc.
+2.12%
+$438.79 
EPD Enterprise Products Partners L.P.
+1.97%
+$7,920 
SNPS Synopsys Inc.
+1.94%
+$17,010.83 
MRVL Marvell Technology Inc.
+1.92%
+$31,960.5 
APG APi Group Corporation Common Stock
+1.89%
+$1,102.5 
IOT Samsara Inc. Class A Common Stock
+1.82%
+$500.85 
ET Energy Transfer LP
+1.72%
+$8,624.98 
BSM Black Stone Minerals, L.P.
+1.67%
+$7,350 
AMLP Alerian MLP ETF
+1.6%
+$13,675.2 
SPCX Space Exploration Technologies Corp. Class A
+1.58%
+$32.06 
MPLX MPLX LP
+1.5%
+$6,525 
CAMT Camtek Ltd.
+1.48%
+$65.49 
IGV iShares Expanded Tech-Software Sector ETF
+1.48%
+$15,549.38 
WES Western Midstream Partners, LP
+1.37%
+$9,150 
CSCO Cisco Systems, Inc.
+1.34%
+$324.56 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.22%
+$52.19 
AMKR Amkor Technology Inc.
+1.14%
+$5,304.41 
USAC USA Compression Partners, L.P.
+1.12%
+$4,200 
NRP Natural Resource Partners L.P.
+1.01%
+$8,120 
DTM DT Midstream, Inc.
+0.98%
+$394.46 
SUN Sunoco LP
+0.98%
+$5,005 
HCA HCA Healthcare, Inc.
+0.95%
+$1,602 
AI C3.ai, Inc. Class A Common Stock
+0.91%
+$28.6 
ZETA Zeta Global Holdings Corp. Class A Common Stock
+0.86%
+$87 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.78%
+$15,376.5 
RMD ResMed Inc.
+0.75%
+$47.25 
MSFT Microsoft Corporation Common Stock
+0.71%
+$20,048.75 
AXON Axon Enterprise, Inc.
+0.63%
+$28,728.3 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$32.98 
EMR Emerson Electric Co.
+0.48%
+$157.85 
BITW Bitwise 10 Crypto Index Fund
+0.47%
+$122.75 
NRXS NeurAxis, Inc.
+0.46%
+$35 
LOUP Innovator Deepwater Frontier Tech ETF
+0.44%
+$549.75 
VRT Vertiv Holdings Co Class A Common Stock
+0.43%
+$22,082.76 
LRCX Lam Research Corp.
+0.42%
+$194 
DD DuPont de Nemours, Inc.
+0.38%
+$38.62 
DRNZ REX Drone ETF
+0.36%
+$17.7 
AVGO Broadcom Inc.
+0.34%
+$1,125.31 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$304.5 
SYK Stryker Corp.
+0.33%
+$184.5 
FRDM Freedom 100 Emerging Markets ETF
+0.33%
+$8.4 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.24%
+$353.75 
QQQ Invesco QQQ Trust, Series 1
+0.18%
+$11,814.03 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.15%
+$7,775.73 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.14%
+$2,136.56 
ITWO ProShares Russell 2000 High Income ETF
+0.14%
+$44.25 
MPC Marathon Petroleum Corp.
+0.06%
+$24.75 
Q Qnity Electronics Inc.
+0.05%
+$5.6 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$0.5 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LFCR Lifecore Biomedical Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ACN Accenture plc
-4.8%
-$409.69 
ALVO Alvotech SA
-3.55%
-$19,550 
USAR USA Rare Earth, Inc.
-3.06%
-$261.67 
TGT Target Corp.
-3.03%
-$2,021.38 
HD The Home Depot, Inc.
-3%
-$186.58 
LOW Lowe's Companies, Inc.
-2.92%
-$48,536.1 
SJM The J. M. Smucker Company
-2.92%
-$1,046.41 
PG The Procter & Gamble Company
-2.89%
-$5,640.4 
BKNG Booking Holdings Inc.
-2.87%
-$2,196.88 
PEP PepsiCo, Inc.
-2.79%
-$1,408.44 
SOLV Solventum Corporation
-2.74%
-$349.67 
XYZ Block Inc. Class A Common Stock
-2.68%
-$41,551.94 
INTU Intuit Inc.
-2.6%
-$16,789.6 
KMB Kimberly-Clark Corporation
-2.58%
-$6,436.26 
KO The Coca-Cola Company
-2.49%
-$47.5 
CAT Caterpillar Inc.
-2.45%
-$8,009.62 
CECO CECO Environmental Corp.
-2.37%
-$1,738.5 
EROC ERock, Inc. Class A Common Stock
-2.35%
-$47.58 
NSC Norfolk Southern Corp.
-2.34%
-$2,373 
SKY Champion Homes, Inc.
-2.33%
-$83,169.9 
LLY Eli Lilly and Company
-2.29%
-$5,997.99 
LZ LegalZoom.com, Inc.
-2.18%
-$38.75 
BMY Bristol-Myers Squibb Company
-2.15%
-$81.3 
RGLD Royal Gold, Inc.
-2.12%
-$4,352.52 
BX Blackstone Inc.
-2.07%
-$305.04 
MA Mastercard Inc. Class A Common Stock
-2.03%
-$1,260.28 
MO Altria Group, Inc.
-2%
-$1,112.64 
NKE Nike, Inc. Class B Common Stock
-1.98%
-$30.4 
CB Chubb Limited
-1.96%
-$249.2 
BABA Alibaba Group Holding Ltd. ADR
-1.92%
-$19.55 
MPWR Monolithic Power Systems Inc.
-1.86%
-$544.13 
FDX FedEx Corp.
-1.85%
-$562 
JNJ Johnson & Johnson
-1.74%
-$6,602.99 
MCI Barings Corporate Investors
-1.7%
-$219.47 
RTX RTX Corporation
-1.68%
-$7,288.85 
WPM Wheaton Precious Metals Corp.
-1.65%
-$918 
JPM JPMorgan Chase & Co.
-1.64%
-$1,392.77 
GDX VanEck Gold Miners ETF
-1.56%
-$2,361.3 
MRK Merck & Co., Inc.
-1.53%
-$2,162.83 
CRM Salesforce, Inc.
-1.53%
-$802.56 
V Visa Inc. Class A
-1.49%
-$43,298.64 
VICI VICI Properties Inc.
-1.46%
-$2,021.25 
ITW Illinois Tool Works Inc.
-1.44%
-$529.32 
SOLS Sollensys Corp
-1.41%
-$29.48 
GDXJ VanEck Junior Gold Miners ETF
-1.4%
-$1,704 
WMT Walmart Inc.
-1.38%
-$1,574.81 
AEP American Electric Power Company, Inc.
-1.37%
-$89.5 
SLV iShares Silver Trust
-1.32%
-$6,240 
COST Costco Wholesale Corp
-1.3%
-$8,169.09 
CVS CVS Health Corporation Common Stock
-1.29%
-$13.42 
GS The Goldman Sachs Group, Inc.
-1.26%
-$2,252 
SPLV Invesco S&P 500 Low Volatility ETF
-1.22%
-$209.25 
CCJ Cameco Corporation
-1.19%
-$748 
VICR Vicor Corp.
-1.18%
-$816.39 
XLI State Street Industrial Select Sector SPDR ETF
-1.16%
-$194 
PGR The Progressive Corporation
-1.16%
-$1,134.75 
ECL Ecolab Inc.
-1.16%
-$4,478.19 
EXC Exelon Corp.
-1.14%
-$102 
BSX Boston Scientific Corp.
-1.13%
-$10,719.24 
WFC Wells Fargo & Company
-1.11%
-$1,260.4 
SCHW The Charles Schwab Corporation
-1.08%
-$1,916.64 
TMO Thermo Fisher Scientific Inc.
-1.07%
-$289.8 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-1.04%
-$414.46 
DTE DTE Energy Company
-1.02%
-$795.6 
NFLX Netflix Inc.
-1.01%
-$94.5 
XLV State Street Health Care Select Sector SPDR ETF
-0.99%
-$1,199.3 
TSLA Tesla, Inc.
-0.94%
-$299.2 
BRK-B Berkshire Hathaway Inc.
-0.93%
-$10,459.82 
VPU Vanguard Utilities ETF
-0.92%
-$416.5 
PM Philip Morris International Inc.
-0.92%
-$2,427.21 
USB U.S. Bancorp
-0.92%
-$653.4 
ETR Entergy Corporation Common Stock
-0.89%
-$386 
MMM 3M Company
-0.86%
-$880.42 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$110.01 
VIG Vanguard Dividend Appreciation ETF
-0.85%
-$501.6 
FDVV Fidelity High Dividend ETF
-0.85%
-$53 
DGRO iShares Core Dividend Growth ETF
-0.85%
-$299.2 
BRK-A Berkshire Hathaway Inc.
-0.83%
-$13,606.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.8%
-$1,167.08 
CPNG Coupang, Inc. Class A Common Stock
-0.79%
-$921.25 
GLD SPDR Gold Shares
-0.73%
-$3,617.85 
META Meta Platforms Inc Class A
-0.71%
-$48,809.25 
UNH UnitedHealth Group Inc.
-0.71%
-$17,546.25 
JEPI JPMorgan Equity Premium Income ETF
-0.71%
-$37,127.57 
VMD Viemed Healthcare, Inc.
-0.71%
-$1,110.9 
EW Edwards Lifesciences Corporation
-0.7%
-$387.45 
VTV Vanguard Morningstar Value ETF
-0.69%
-$982.82 
APD Air Products and Chemicals Inc.
-0.69%
-$158.25 
CDW CDW Corporation
-0.67%
-$69.93 
IJH iShares Core S&P Mid-Cap ETF
-0.67%
-$31.85 
VYM Vanguard High Dividend Yield ETF
-0.67%
-$321.55 
SCHM Schwab U.S. Mid-Cap ETF
-0.66%
-$17,977.94 
LMND Lemonade Inc.
-0.66%
-$30 
UMH UMH Properties Inc.
-0.65%
-$7,979.5 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.58%
-$108.12 
FDXF FedEx Freight Holding Company, Inc.
-0.58%
-$32 
CARR Carrier Global Corp.
-0.57%
-$704.92 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$230.64 
VB Vanguard Small-Cap ETF
-0.57%
-$912.93 
GOOGL Alphabet Inc
-0.57%
-$23,510.83 
AAPL Apple Inc.
-0.55%
-$24,157.72 
AMZN Amazon.com Inc
-0.54%
-$29,074.24 
DIS The Walt Disney Company
-0.54%
-$91.5 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
-0.54%
-$11.4 
VYMI Vanguard International High Dividend Yield ETF
-0.53%
-$118.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$6.66 
SMMD iShares Russell 2500 ETF
-0.52%
-$7,503.32 
IWR iShares Russell Mid-Cap ETF
-0.5%
-$1,663.75 
MPV Barings Participation Investors
-0.5%
-$58.24 
VTWO Vanguard Russell 2000 ETF
-0.49%
-$22 
SCHF Schwab International Equity ETF
-0.48%
-$126.75 
ICE Intercontinental Exchange, Inc.
-0.48%
-$7,087.86 
CEG Constellation Energy Corporation
-0.46%
-$107.38 
IVV iShares Core S&P 500 ETF
-0.46%
-$177.25 
VEA Vanguard FTSE Developed Markets ETF
-0.46%
-$179.84 
VOO Vanguard S&P 500 ETF
-0.46%
-$4,596.71 
DSI iShares ESG MSCI KLD 400 ETF
-0.46%
-$2,480.45 
GOOG Alphabet Inc
-0.44%
-$43,259.11 
SPY State Street SPDR S&P 500 ETF Trust
-0.44%
-$8,275.73 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.43%
-$42.3 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-0.43%
-$1,873.84 
IJS iShares S&P Small-Cap 600 Value ETF
-0.43%
-$141.25 
VTI Vanguard Total Stock Market ETF
-0.43%
-$483.1 
IWM iShares Russell 2000 ETF
-0.42%
-$58 
SUSA iShares ESG Optimized MSCI USA ETF
-0.41%
-$1,543.05 
CNP CenterPoint Energy, Inc.
-0.4%
-$99.5 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$5,005.24 
OTIS Otis Worldwide Corporation
-0.39%
-$271.69 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.38%
-$4,461.66 
XYLD Global X S&P 500 Covered Call ETF
-0.37%
-$46.5 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.36%
-$577.5 
NVT nVent Electric plc
-0.34%
-$23.32 
NEE NextEra Energy Inc.
-0.34%
-$122.1 
VNQ Vanguard Real Estate ETF
-0.32%
-$51 
GNRC Generac Holdings Inc.
-0.32%
-$1,899.71 
VUG Vanguard Morningstar Growth ETF
-0.31%
-$145.8 
SWK Stanley Black & Decker Inc.
-0.31%
-$29.59 
WFC-PL Wells Fargo & Company
-0.31%
-$207.36 
JIVE JPMorgan International Value ETF
-0.3%
-$11.39 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.3%
-$262.5 
URA Global X Uranium ETF
-0.29%
-$357.4 
NVDA NVIDIA Corporation
-0.28%
-$30,854.31 
VWO Vanguard FTSE Emerging Markets ETF
-0.28%
-$74.56 
ROCY JPMorgan Equity Premium Yield ETF
-0.27%
-$321 
BTCC Grayscale Bitcoin Covered Call ETF
-0.26%
-$84.5 
IUSG iShares Core S&P U.S. Growth ETF
-0.24%
-$2,252.21 
RYLD Global X Russell 2000 Covered Call ETF
-0.23%
-$378 
IWF iShares Russell 1000 Growth ETF
-0.21%
-$654.99 
COUR Coursera, Inc.
-0.2%
-$23.18 
LNTH Lantheus Holdings Inc.
-0.18%
-$753.87 
DLR Digital Realty Trust Inc.
-0.18%
-$74.72 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
-0.17%
-$474 
MIR Mirion Technologies, Inc. Class A Common Stock
-0.1%
-$567.67 
XOVR ERShares Private-Public Crossover ETF
-0.1%
-$1 
LH Labcorp Holdings Inc.
-0.09%
-$323.32 
GRMN Garmin Ltd.
-0.09%
-$3.51 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
-0.04%
-$112.5 
SCCO Southern Copper Corporation
-0.02%
-$15.33 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$220 Events
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Dividends
Dividend Analysis
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| Trades 1973 | Longs Won 1104/1973 55% | Profit Factor 2.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $264,618.71 |
| Average Win $68,709.45 | Best Trade (Oct 15) $6.26M | Sharpe Ratio -259.35 |
| Average Loss -$29,559.81 | Worst Trade (Jun 30) -$954,319.4 | Z-Score -1.37 (83.23%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4d | Expectancy $25,427.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,673 | 4,206 | 3,738 | 3,271 | 2,804 | 2,336 | 1,869 | 1,402 | 935 | 467 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,615 | $2.25M | $4.37M | - | $2.12M | 94.36% | -0.55% |
| ACN Accenture plc | 33 | $8,137.8 | $8,128.72 | - | -$9.08 | -0.11% | -4.798% |
| AEP American Electric Power Company, Inc. | 50 | $4,448.5 | $6,442.5 | - | $1,994 | 44.82% | -1.37% |
| AI C3.ai, Inc. Class A Common Stock | 260 | $7,529.6 | $3,156.4 | - | -$4,373.2 | -58.08% | +0.914% |
| AIQ Global X Artificial Intelligence & Technology ETF | 1,450 | $49,242 | $90,306 | - | $41,064 | 83.39% | +0.338% |
| ALVO Alvotech SA | 115,000 | $574,394 | $531,300 | - | -$43,094 | -7.5% | -3.549% |
| AMKR Amkor Technology Inc. | 11,920 | $416,777.4 | $470,780.4 | - | $54,003 | 12.96% | +1.14% |
| AMLP Alerian MLP ETF | 16,280 | $767,221.23 | $866,258.8 | - | $99,037.57 | 12.91% | +1.604% |
| AMPL Amplitude Inc. Class A Common Stock | 50 | $692.5 | $872.5 | - | $180 | 25.99% | +2.226% |
| AMZN Amazon.com Inc | 21,457 | $3.64M | $5.34M | - | $1.7M | 46.84% | -0.541% |
| APA APA Corporation | 102 | $3,002.88 | $5,278.5 | - | $2,275.62 | 75.78% | +4.672% |
| APD Air Products and Chemicals Inc. | 75 | $22,819.5 | $22,958.25 | - | $138.75 | 0.61% | -0.685% |
| APG APi Group Corporation Common Stock | 1,500 | $36,902.61 | $59,302.5 | - | $22,399.89 | 60.7% | +1.894% |
| AVGO Broadcom Inc. | 1,023 | $229,474.34 | $331,799.82 | - | $102,325.48 | 44.59% | +0.34% |
| AXON Axon Enterprise, Inc. | 10,965 | $2.04M | $4.57M | - | $2.53M | 123.76% | +0.632% |
| BABA Alibaba Group Holding Ltd. ADR | 10 | $880.9 | $998.65 | - | $117.75 | 13.37% | -1.92% |
| BITW Bitwise 10 Crypto Index Fund | 500 | $24,215 | $26,297.5 | - | $2,082.5 | 8.6% | +0.469% |
| BKNG Booking Holdings Inc. | 475 | $45,585.75 | $74,325.62 | - | $28,739.87 | 63.05% | -2.871% |
| BMY Bristol-Myers Squibb Company | 60 | $4,381.8 | $3,698.7 | - | -$683.1 | -15.59% | -2.151% |
| BP BP Plc Sponsored ADR | 164 | $5,651.44 | $8,405 | - | $2,753.56 | 48.72% | +2.398% |
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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 James RG Skjong?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.78M, Axon Enterprise, Inc - $5.64M, Vertiv Holdings Co Class A Common Stock - $2.44M, Alphabet Inc - $2.13M, and Alphabet Inc - $1.13M. 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, Wells Fargo & Company - $1.39M, Super Micro Computer Inc - $1.28M, Fidelity National Information Services, Inc - $884,129.86, and Cleveland-Cliffs Inc - $800,927.81. 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 $6.54M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $853,676.53, JPMorgan Equity Premium Income ETF - $631,665.13, UnitedHealth Group Inc - $416,869.74, Expand Energy Corp - $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.
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