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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:
157.74%
Gain -0.61%
Monthly
1.44%
Yearly
18.7%
Drawdown
25.35%
$431.65M
Equity
Holdings
$431.65M
Investment
$307.69M
$162.4M
Profit -$1.72M
Realized
$24.03M
Unrealized
$138.38M
Dividends
$13.66M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$1.72M
Win %
76%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$1.06M
Win %
76%
This Month
Compared to last month
Gain
1.75%
Profit
$7.41M
Win %
76%
This Year
Compared to last year
Gain
1.27%
Profit
$5.68M
Win %
75%
PEP PepsiCo, Inc.
+1.55%
+$27,558.33 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$350,642.96 
BDX Becton, Dickinson and Company
+0.81%
+$70,096.32 
AAPL Apple Inc.
+0.49%
+$5,913.28 
FERG Ferguson Enterprises Inc
+0.04%
+$1,350 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$2,804.25 
ADI Analog Devices, Inc.
0%
+$0.6 
AMZN Amazon.com Inc
0%
-$1.48 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BN Brookfield Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
ENTG Entegris, Inc.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
+$0.02 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
+$0.01 
ICE Intercontinental Exchange, Inc.
0%
$0 
LIN Linde plc
0%
-$0.24 
LRCX Lam Research Corporation
0%
-$0.15 
MKTW MarketWise Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.64 
OTIS Otis Worldwide Corporation
0%
$0 
PM Philip Morris International Inc.
0%
-$0.25 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RTX RTX Corporation
0%
+$0.2 
SGHC Super Group (SGHC) Limited
0%
$0 
SPGI S&P Global Inc.
0%
-$0.4 
TDY Teledyne Technologies Incorporated
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FXY Invesco CurrencyShares Japanese Yen Trust
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
WFC-PL Wells Fargo & Company
0%
$0 
BAC-PL Bank of America Corporation
0%
$0 
EP-PC El Paso Energy Capital Trust I PFD CV TR SECS
0%
$0 8486
84862C401
0%
$0 
SUIG Mill City Ventures III, Ltd.
-7.91%
-$3,526.6 
HONIV Honeywell International Inc.
-5.79%
-$398.73 
ETN Eaton Corporation plc
-4.54%
-$63,011.45 
ET-PI Energy Transfer LP
-3.97%
-$58,999.05 
AMAT Applied Materials, Inc.
-3.79%
-$323,618.97 
META Meta Platforms Inc Class A
-3.27%
-$627,594.74 
NVDA NVIDIA Corporation
-3.16%
-$57,760 
AVGO Broadcom Inc.
-3.1%
-$11,060 
SNPS Synopsys, Inc.
-2.95%
-$208,567.04 
SPCX Space Exploration Technologies Corp. Class A
-2.8%
-$7,336.48 
TXN Texas Instruments Inc
-2.5%
-$188,251.72 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$6,213.5 
IBIT iShares Bitcoin Trust
-1.89%
-$66,928 
GOOGL Alphabet Inc
-1.74%
-$462,850.87 
V Visa Inc. Class A
-1.17%
-$135,307.41 
BSX Boston Scientific Corporation
-0.72%
-$10,754.83 Events
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Dividends
Dividend Analysis
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| Trades 854 | Longs Won 540/854 63% | Profit Factor 7.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $716,496.85 |
| Average Win $349,391.43 | Best Trade (Oct 15) $7.92M | Sharpe Ratio -9.11 |
| Average Loss -$83,660.34 | Worst Trade (Sep 29) -$2.01M | Z-Score 5.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4d | Expectancy $190,166.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,155 | 4,639 | 4,124 | 3,608 | 3,093 | 2,577 | 2,062 | 1,546 | 1,031 | 515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8486 84862C401 | 50,327 | $8.84 | $8.84 | - | - | - | 0.0 |
| AAPL Apple Inc. | 3,499 | $480,965.2 | $1.2M | - | $719,051.81 | 149.5% | +0.495% |
| ADI Analog Devices, Inc. | 59,564 | $13.69M | $24.7M | - | $11.01M | 80.48% | 0.0 |
| AMAT Applied Materials, Inc. | 18,377 | $2.77M | $8.21M | - | $5.44M | 196.05% | -3.793% |
| AMZN Amazon.com Inc | 147,528 | $22.78M | $38.15M | - | $15.37M | 67.49% | 0.0 |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 17,610 | $611,784.9 | $565,457.1 | - | -$46,327.8 | -7.57% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 13,164 | $12.02M | $22.61M | - | $10.59M | 88.1% | 0.0 |
| AVGO Broadcom Inc. | 1,000 | $275,650 | $346,250 | - | $70,600 | 25.61% | -3.095% |
| BAC Bank of America Corporation | 94,130 | $2.94M | $5.08M | - | $2.14M | 73% | 0.0 |
| BAC-PL Bank of America Corporation | 11,971 | $14.11M | $14.23M | - | $127,866.49 | 0.91% | 0.0 |
| BDX Becton, Dickinson and Company | 46,116 | $8.74M | $8.71M | - | -$25,229.66 | -0.29% | +0.811% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,383 | $218,378.12 | $218,092.16 | - | -$285.96 | -0.13% | 0.0 |
| BN Brookfield Corporation | 30,172 | $1.24M | $1.11M | - | -$137,752.69 | -11.07% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 18,695 | $5.95M | $9.74M | - | $3.79M | 63.67% | +0.029% |
| BSX Boston Scientific Corporation | 34,693 | $2.18M | $1.49M | - | -$685,186.75 | -31.47% | -0.716% |
| DHR Danaher Corporation | 67,454 | $13.7M | $15.03M | - | $1.33M | 9.71% | 0.0 |
| ENTG Entegris, Inc. | 95,864 | $8.34M | $15.45M | - | $7.11M | 85.28% | 0.0 |
| EP-PC El Paso Energy Capital Trust I PFD CV TR SECS | 23,745 | $1.19M | $1.18M | - | -$2,849.4 | -0.24% | 0.0 |
| EPD Enterprise Products Partners L.P. | 22,209 | $717,251.44 | $800,412.38 | - | $83,160.94 | 11.59% | 0.0 |
| ET-PI Energy Transfer LP | 135,630 | $1.53M | $1.43M | - | -$107,551.5 | -7.02% | -3.974% |
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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 - $7.5M, Philip Morris International Inc - $5.97M, RTX Corporation - $5.27M, 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 - $2.24M, Liberty Broadband Corporation - $2.05M, Honeywell Aerospace Inc - $2.01M, Match Group, Inc - $1.38M, and The Walt Disney Company - $1.27M. 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 $13.66M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $1.43M, Honeywell International Inc - $1.23M, Analog Devices, Inc - $1.01M, RTX Corporation - $1.01M, and The Williams Companies, Inc - $890,202.35. 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.
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