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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:
45.99%
Gain +0.31%
Monthly
0.53%
Yearly
6.51%
Drawdown
15.32%
$431.69M
Equity
Holdings
$431.69M
Investment
$294.7M
$143.54M
Profit +$1.57M
Realized
$6.54M
Unrealized
$137M
Dividends
$11.86M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$1.57M
Win %
71%
This Week
Compared To Last Week
Gain
0.06%
Profit
$254,406.65
Win %
71%
This Month
Compared to last month
Gain
-0.82%
Profit
-$3.55M
Win %
71%
This Year
Compared to last year
Gain
5.71%
Profit
$25.32M
Win %
71%
GUTS Fractyl Health Inc.
+17.42%
+$5,170.1 
ENTG Entegris, Inc.
+3.86%
+$596,198.4 
MARA MARA Holdings Inc
+3.45%
+$11,750 
GDX VanEck Gold Miners ETF
+2.98%
+$31,946.4 
AMAT Applied Materials, Inc.
+2.64%
+$314,027.34 
PM Philip Morris International Inc.
+2.04%
+$97,037.92 
LIN Linde plc
+1.58%
+$196,502.1 
BAC Bank of America Corporation
+1.52%
+$95,800.32 
SPGI S&P Global Inc.
+1.36%
+$147,040.44 
TXN Texas Instruments Inc
+1.35%
+$127,088.28 
ADI Analog Devices, Inc.
+1.35%
+$426,829.1 
LRCX Lam Research Corporation
+1.19%
+$95,147.64 
ICE Intercontinental Exchange, Inc.
+1.11%
+$58,053.38 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$5,199.96 
V Visa Inc. Class A
+1.03%
+$95,780.74 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$11,379.28 
FERG Ferguson Enterprises Inc
+0.88%
+$37,054.35 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.86%
+$5,283 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.81%
+$4,113.2 
FE FirstEnergy Corp.
+0.75%
+$1,603 
HD The Home Depot, Inc.
+0.72%
+$2,889.9 
SPGP Invesco S&P 500 GARP ETF
+0.71%
+$5,703.5 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$60,434.18 
WMB The Williams Companies, Inc.
+0.63%
+$49,727.25 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$1,904 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$2,025.15 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,458.41 
GOOGL Alphabet Inc
+0.56%
+$178,316.89 
HON Honeywell International Inc.
+0.55%
+$73,819.68 
GOOG Alphabet Inc
+0.46%
+$94,962.56 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$4,001.8 
PEP PepsiCo, Inc.
+0.4%
+$8,506.28 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$4,040.77 
BN Brookfield Corporation
+0.4%
+$5,430.96 
TDY Teledyne Technologies Incorporated
+0.38%
+$28,426.72 
BAC-PL Bank of America Corporation
+0.21%
+$31,173.75 
PHYS Sprott Physical Gold Trust
+0.2%
+$17,320.35 
NVDA NVIDIA Corporation
+0.14%
+$2,208 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$242.22 
MSFT Microsoft Corp.
+0.1%
+$25,171.2 
WFC-PL Wells Fargo & Company
+0.09%
+$6,308.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$338.45 
IHI iShares U.S. Medical Devices ETF
+0.02%
+$110.91 
ETPRI
0%
$0 
SUIG
0%
$0 
SBEV Splash Beverage Group Inc.
-13.38%
-$2,051 
SGHC Super Group (SGHC) Limited
-2.57%
-$10,661 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$515,954.8 
AAPL Apple Inc.
-1.52%
-$15,745.5 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$203,916.83 
AMZN Amazon.com Inc
-1.23%
-$424,546.88 
AVGO Broadcom Inc.
-0.91%
-$3,500 
BDX Becton, Dickinson and Company
-0.75%
-$51,446.28 
MKTW MarketWise Inc.
-0.7%
-$11,797.92 
BSX Boston Scientific Corporation
-0.58%
-$10,067.2 
ETN Eaton Corporation plc
-0.55%
-$7,058.87 
SNPS Synopsys, Inc.
-0.53%
-$33,088.8 
NOC Northrop Grumman Corporation
-0.4%
-$1,248.3 
DHR Danaher Corporation
-0.36%
-$51,897.8 
RTX RTX Corporation
-0.33%
-$34,928.6 
META Meta Platforms Inc Class A
-0.23%
-$8,301.74 
TDG TransDigm Group Inc.
-0.14%
-$13,490.4 
EPD Enterprise Products Partners L.P.
-0.07%
-$555.23 
IBIT iShares Bitcoin Trust
-0.06%
-$1,503.92 Events
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Dividends
Dividend Analysis
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| Trades 774 | Longs Won 458/774 59% | Profit Factor 6.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $808,212.67 |
| Average Win $374,804.35 | Best Trade (Jun 11) $9.87M | Sharpe Ratio -9.48 |
| Average Loss -$89,003.8 | Worst Trade (Jun 11) -$1.78M | Z-Score 0.11 (9.04%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 3d | Expectancy $185,445.99 |
| 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 | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
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Returns
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