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Jeffrey Sjovall Portfolio
Invests via Phraction Management LLC | Managed by Jason Lee Stollman, Thomas J. Gagnier
Invests via Phraction Management LLC
Managed by Jason Lee Stollman, Thomas J. Gagnier
Automatically Tracked
Jeffrey Sjovall Profile
With a distinguished career in private equity and corporate development, Jeffrey Sjovall has made significant contributions to investment operations and strategic growth initiatives. His leadership experience includes spearheading acquisition strategies across multiple sectors, notably enhancing portfolio value through targeted operational improvements. Known for fostering key partnerships, he adeptly navigates complex financial landscapes to unlock market opportunities. His background in management consulting complements his role as an investor-operator, enabling him to drive innovation while aligning business objectives with competitive advantages.
With a distinguished career in private equity and corporate development, Jeffrey Sjovall has made significant contributions to investment operations and strategic growth initiatives. His leadership experience includes spearheading acquisition strategies across multiple sectors, notably enhancing portfolio value through targeted operational improvements. Known for fostering key partnerships, he adeptly navigates complex financial landscapes to unlock market opportunities. His background in management consulting complements his role as an investor-operator, enabling him to drive innovation while aligning business objectives with competitive advantages.
Investment Philosophy & Strategy
Opportunity arises from Jeffrey Sjovall's unique blend of private equity expertise and corporate growth acumen. His track record in leading acquisition initiatives enables him to identify and seize transformative investments that promise significant returns. By prioritizing operational enhancements, he positions companies for long-term success while navigating competitive dynamics with agility. The ability to build strategic alliances further amplifies his investment approach, ensuring sustained value creation across diverse sectors. With a sharp focus on innovation, he continually seeks ways to integrate emerging market trends into investment strategies.
Opportunity arises from Jeffrey Sjovall's unique blend of private equity expertise and corporate growth acumen. His track record in leading acquisition initiatives enables him to identify and seize transformative investments that promise significant returns. By prioritizing operational enhancements, he positions companies for long-term success while navigating competitive dynamics with agility. The ability to build strategic alliances further amplifies his investment approach, ensuring sustained value creation across diverse sectors. With a sharp focus on innovation, he continually seeks ways to integrate emerging market trends into investment strategies.
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:
139.09%
Gain -0.94%
Monthly
1.48%
Yearly
19.28%
Drawdown
25.35%
$414.18M
Equity
Holdings
$414.18M
Investment
$280.03M
$158.03M
Profit -$2.41M
Realized
$23.88M
Unrealized
$134.15M
Dividends
$12.67M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$2.41M
Win %
76%
This Week
Compared To Last Week
Gain
2.57%
Profit
$10.36M
Win %
76%
This Month
Compared to last month
Gain
2.57%
Profit
$10.36M
Win %
76%
This Year
Compared to last year
Gain
1.55%
Profit
$6.48M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$5.24M 
ETN Eaton Corporation plc
+7.32%
+$91,667.78 
SBEV Splash Beverage Group Inc.
+7.25%
+$772.8 
GOOG Alphabet Inc
+6.88%
+$1.03M 
GOOGL Alphabet Inc
+6.73%
+$1.73M 
SNPS Synopsys, Inc.
+4.41%
+$235,212.17 
FERG Ferguson Enterprises Inc
+3.52%
+$146,448.75 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$8,914.42 
META Meta Platforms Inc Class A
+3.28%
+$282,243.38 
MSFT Microsoft Corp.
+3.02%
+$852,856.53 
NVDA NVIDIA Corporation
+2.93%
+$45,680.06 
ENTG Entegris, Inc.
+1.66%
+$186,170.45 
BSX Boston Scientific Corporation
+1.59%
+$26,687.34 
NOC Northrop Grumman Corporation
+1.43%
+$4,616.15 
BN Brookfield Corporation
+1.19%
+$15,086.03 
HONA Honeywell Aerospace Inc.
+1.18%
+$74,586.82 
AMAT Applied Materials, Inc.
+1.18%
+$126,225.03 
TDY Teledyne Technologies Incorporated
+0.98%
+$76,322.4 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.97%
+$4,729.35 
WMB The Williams Companies, Inc.
+0.89%
+$68,213.25 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,628.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,887 
ET-PI Energy Transfer LP
+0.47%
+$3,911.6 
WFC-PL Wells Fargo & Company
+0.41%
+$31,240.38 
RTX RTX Corporation
+0.39%
+$42,806.4 
AVGO Broadcom Inc.
+0.37%
+$1,440 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$34,642.5 
TDG TransDigm Group Inc.
+0.36%
+$34,660.15 
BAC Bank of America Corporation
+0.36%
+$21,083.7 
BAC-PL Bank of America Corporation
+0.29%
+$44,863.02 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,182.82 
ADI Analog Devices, Inc.
+0.2%
+$35,171.72 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$1,019.6 
BDX Becton, Dickinson and Company
+0.1%
+$7,896.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$71.49 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$67.1 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$85,795.48 
LIN Linde plc
-5.95%
-$730,960.8 
MARA MARA Holdings Inc
-4.23%
-$12,500 
GDX VanEck Gold Miners ETF
-3.49%
-$36,903.63 
IBIT iShares Bitcoin Trust
-2.89%
-$79,712 
ICE Intercontinental Exchange, Inc.
-2.42%
-$142,219.75 
PHYS Sprott Physical Gold Trust
-1.61%
-$145,233.5 
LRCX Lam Research Corporation
-1.58%
-$74,137.97 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$303,208.47 
MKTW MarketWise Inc.
-1.15%
-$21,232.68 
SUIG Mill City Ventures III, Ltd.
-1.15%
-$320.6 
TXN Texas Instruments Inc
-1.08%
-$78,961.44 
FE FirstEnergy Corp.
-0.82%
-$1,762 
SPGI S&P Global Inc.
-0.74%
-$66,020.57 
GUTS Fractyl Health Inc.
-0.72%
-$205 
PM Philip Morris International Inc.
-0.61%
-$29,504.47 
DHR Danaher Corporation
-0.61%
-$82,180.21 
SGHC Super Group (SGHC) Limited
-0.57%
-$2,402.48 
PEP PepsiCo, Inc.
-0.46%
-$9,386.24 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$2,550.93 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$85,302.49 
HD The Home Depot, Inc.
-0.42%
-$1,716.67 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,171.15 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
-0.2%
-$1,232.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$645.69 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,554.65 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,089.79 
V Visa Inc. Class A
-0.04%
-$4,101.43 Events
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Dividends
Dividend Analysis
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| Trades 814 | Longs Won 517/814 63% | Profit Factor 6.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $758,248.38 |
| Average Win $357,872.12 | Best Trade (Aug 05) $7.86M | Sharpe Ratio -9.44 |
| Average Loss -$90,861.59 | Worst Trade (Dec 31) -$1.38M | Z-Score 5.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 2d | Expectancy $194,144.95 |
| 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 | 4,566 | 4,110 | 3,653 | 3,196 | 2,740 | 2,283 | 1,826 | 1,370 | 913 | 457 |
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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FAQ
Which stocks have generated the highest profits for Jeffrey Sjovall?
The largest contributions to the portfolio's profits come from the following stocks: Analog Devices, Inc - $7.45M, Philip Morris International Inc - $5.92M, RTX Corporation - $5.15M, Honeywell International Inc - $3.51M, and Berkshire Hathaway Inc - $3.17M. 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: Meta Platforms Inc Class A - $2.25M, Liberty Broadband Corporation - $2.05M, Match Group, Inc - $1.38M, The Walt Disney Company - $1.27M, and Diageo plc Sponsored ADR - $1.25M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Sjovall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.67M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $1.39M, Honeywell International Inc - $1.23M, RTX Corporation - $967,961.39, Analog Devices, Inc - $960,613.21, and The Williams Companies, Inc - $833,357.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Sjovall's monthly returns?
Jeffrey Sjovall'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 Jeffrey Sjovall's strategy be considered aggressive or moderate?
Jeffrey Sjovall'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 Jeffrey Sjovall's strategy?
Jeffrey Sjovall'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.
