JPN
John P. Nelson Portfolio
Invests via Ames National Corp | Managed by John P. Nelson
Invests via Ames National Corp
Managed by John P. Nelson
Automatically Tracked
John P. Nelson Profile
With a distinguished career in corporate finance, John P. Nelson has played pivotal roles within high-growth organizations across various sectors. His extensive expertise includes steering significant mergers and acquisitions, as well as implementing strategic initiatives that drive operational efficiencies. Known for his exceptional leadership skills, he effectively bridges the gap between complex financial concepts and organizational execution, fostering team collaboration and innovation. As a seasoned executive, he brings invaluable insights to investment decision-making processes while enhancing business value through disciplined governance practices.
With a distinguished career in corporate finance, John P. Nelson has played pivotal roles within high-growth organizations across various sectors. His extensive expertise includes steering significant mergers and acquisitions, as well as implementing strategic initiatives that drive operational efficiencies. Known for his exceptional leadership skills, he effectively bridges the gap between complex financial concepts and organizational execution, fostering team collaboration and innovation. As a seasoned executive, he brings invaluable insights to investment decision-making processes while enhancing business value through disciplined governance practices.
Investment Philosophy & Strategy
Through a lens of operational excellence, John P. Nelson emphasizes transformative strategies that prioritize innovation and team dynamics. His extensive background in corporate finance allows him to identify opportunities for growth in competitive landscapes, often focusing on businesses with potential for expansion through thoughtful acquisition. An advocate of strategic governance, he navigates complex financial terrains while enhancing organizational effectiveness. By harnessing his leadership prowess, the investment approach tends to lean towards leveraging synergies between robust financial practices and agile execution capabilities.
Through a lens of operational excellence, John P. Nelson emphasizes transformative strategies that prioritize innovation and team dynamics. His extensive background in corporate finance allows him to identify opportunities for growth in competitive landscapes, often focusing on businesses with potential for expansion through thoughtful acquisition. An advocate of strategic governance, he navigates complex financial terrains while enhancing organizational effectiveness. By harnessing his leadership prowess, the investment approach tends to lean towards leveraging synergies between robust financial practices and agile execution capabilities.
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:
20.62%
Gain -0.31%
Monthly
0.89%
Yearly
11.23%
Drawdown
11.13%
$184.37M
Equity
Holdings
$184.37M
Investment
$156.8M
$31.81M
Profit -$536,434.98
Realized
$4.24M
Unrealized
$27.58M
Dividends
$5.6M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$536,434.98
Win %
64%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$536,434.98
Win %
64%
This Month
Compared to last month
Gain
-0.22%
Profit
-$399,472.59
Win %
64%
This Year
Compared to last year
Gain
1.39%
Profit
$2.52M
Win %
65%
KLAC KLA Corporation
+4.07%
+$12,240 
QCOM QUALCOMM Incorporated
+2.59%
+$12,726.87 
CAT Caterpillar Inc.
+2.35%
+$7,437.86 
CSCO Cisco Systems, Inc.
+2.24%
+$29,233.64 
INTC Intel Corporation
+2.19%
+$4,208 
NSC Norfolk Southern Corporation
+2.08%
+$8,398 
UNP Union Pacific Corporation
+1.95%
+$21,104.56 
APD Air Products and Chemicals, Inc.
+1.66%
+$5,720.4 
LNT Alliant Energy Corporation
+1.44%
+$3,850.2 
IJR iShares Core S&P Small-Cap ETF
+1.33%
+$38,494.82 
GOOGL Alphabet Inc
+1.3%
+$11,251.6 
DE Deere & Company
+1.26%
+$5,511.32 
GOOG Alphabet Inc
+1.26%
+$39,597.25 
VGT Vanguard Information Technology ETF
+1.23%
+$2,770.56 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$58,831.2 
IJH iShares Core S&P Mid-Cap ETF
+1.19%
+$50,075.71 
SYK Stryker Corporation
+1.1%
+$1,995 
PPG PPG Industries Inc.
+1.04%
+$4,958.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.96%
+$2,463.07 
IWM iShares Russell 2000 ETF
+0.94%
+$40,528.3 
BX Blackstone Inc.
+0.85%
+$3,744 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.82%
+$53,626.8 
DIS The Walt Disney Company
+0.8%
+$1,817.64 
ATLO Ames National Corp
+0.74%
+$11,001.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.73%
+$27,964.65 
IWR iShares Russell Mid-Cap ETF
+0.72%
+$42,219.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$330,286.71 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$4,318.03 
UNH UnitedHealth Group Incorporated
+0.65%
+$3,515.69 
CRS Carpenter Technology Corporation
+0.65%
+$996 
VOO Vanguard S&P 500 ETF
+0.64%
+$5,177.5 
AAPL Apple Inc.
+0.64%
+$36,831.9 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$3,638.56 
PFF iShares Preferred and Income Securities ETF
+0.47%
+$1,043 
HD The Home Depot, Inc.
+0.42%
+$8,870.4 
ABBV AbbVie Inc.
+0.26%
+$981.56 
MSFT Microsoft Corp.
+0.26%
+$20,771.68 
ABT Abbott Laboratories
+0.19%
+$430.12 
BLK BlackRock, Inc.
+0.17%
+$1,004.2 
RTX RTX Corporation
+0.16%
+$646.13 
BRK-B Berkshire Hathaway Inc.
+0.13%
+$3,081.12 
PG Procter & Gamble Co
+0.09%
+$981.5 
MCD McDonald's Corporation
+0.04%
+$434.36 
XOM Exxon Mobil Corporation
+0.01%
+$175.21 GEI0
GEI001202
0%
$0 
NKE Nike, Inc. - Class B
-5.55%
-$10,553.4 
ADP Automatic Data Processing Inc.
-1.86%
-$25,546.68 
PFE Pfizer Inc.
-1.8%
-$7,588.64 
GD General Dynamics Corporation
-1.03%
-$6,061.28 
AMGN Amgen Inc.
-0.98%
-$2,382.97 
CASY Casey's General Stores Inc.
-0.98%
-$7,260 
KO The Coca-Cola Company
-0.84%
-$3,309.84 
JNJ Johnson & Johnson
-0.7%
-$19,962.49 
JPM JPMorgan Chase & Co.
-0.61%
-$14,872.68 
TRV The Travelers Companies, Inc.
-0.48%
-$8,999.5 
AFL Aflac Inc.
-0.41%
-$1,660.5 
CVX Chevron Corporation
-0.25%
-$4,311.58 
T AT&T Inc.
-0.23%
-$772.03 
PEP PepsiCo, Inc.
-0.22%
-$822.64 
MRK Merck & Co., Inc.
-0.22%
-$2,434.74 
WMT Walmart Inc.
-0.16%
-$1,285.52 
V Visa Inc. Class A
-0.13%
-$777.14 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$16,077.61 
SYY Sysco Corporation
-0.12%
-$334.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$13,786.82 
VZ Verizon Communications Inc.
-0.11%
-$348.15 
WFC Wells Fargo & Company
-0.09%
-$210 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$11,104.01 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.08%
-$4,000.12 Events
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Dividends
Dividend Analysis
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| Trades 337 | Longs Won 225/337 66% | Profit Factor 8.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $584,135.28 |
| Average Win $160,364.67 | Best Trade (Aug 14) $9.72M | Sharpe Ratio -11.45 |
| Average Loss -$38,101.87 | Worst Trade (Oct 06) -$797,055.71 | Z-Score 0.36 (28.28%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $94,405.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,831 | 4,348 | 3,865 | 3,382 | 2,899 | 2,415 | 1,932 | 1,449 | 966 | 483 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,539 | $4.39M | $5.83M | - | $1.44M | 32.75% | +0.636% |
| ABBV AbbVie Inc. | 1,465 | $271,933 | $381,779 | - | $109,846 | 40.39% | +0.258% |
| ABT Abbott Laboratories | 2,325 | $262,981 | $225,234.37 | - | -$37,746.63 | -14.35% | +0.191% |
| ADP Automatic Data Processing Inc. | 5,203 | $1.52M | $1.35M | - | -$175,301.17 | -11.51% | -1.86% |
| AFL Aflac Inc. | 3,690 | $381,693.23 | $408,593.7 | - | $26,900.47 | 7.05% | -0.405% |
| AGG iShares Core U.S. Aggregate Bond ETF | 131,303 | $12.8M | $12.38M | - | -$417,084.39 | -3.26% | -0.111% |
| AMGN Amgen Inc. | 595 | $209,058 | $239,942.67 | - | $30,884.67 | 14.77% | -0.983% |
| APD Air Products and Chemicals, Inc. | 1,260 | $365,450.01 | $350,116.2 | - | -$15,333.81 | -4.2% | +1.661% |
| ATLO Ames National Corp | 46,557 | $919,554.91 | $1.49M | - | $568,700.12 | 61.85% | +0.745% |
| BLK BlackRock, Inc. | 561 | $582,580.7 | $598,110.15 | - | $15,529.45 | 2.67% | +0.168% |
| BND Vanguard Total Bond Market Index Fund | 178,648 | $12.93M | $12.51M | - | -$422,988.63 | -3.27% | -0.128% |
| BRK-B Berkshire Hathaway Inc. | 4,704 | $2.25M | $2.36M | - | $102,648.6 | 4.55% | +0.131% |
| BSV Vanguard Short-Term Bond ETF | 170,831 | $13.25M | $13.02M | - | -$223,519.13 | -1.69% | -0.085% |
| BX Blackstone Inc. | 3,900 | $672,438 | $441,480 | - | -$230,958 | -34.35% | +0.855% |
| CASY Casey's General Stores Inc. | 1,200 | $678,384 | $736,140 | - | $57,756 | 8.51% | -0.977% |
| CAT Caterpillar Inc. | 383 | $219,410 | $323,929.91 | - | $104,519.91 | 47.64% | +2.35% |
| CRS Carpenter Technology Corporation | 400 | $246,736 | $154,472 | - | -$92,264 | -37.39% | +0.649% |
| CSCO Cisco Systems, Inc. | 11,981 | $710,964.93 | $1.33M | - | $621,322.27 | 87.39% | +2.243% |
| CVX Chevron Corporation | 8,372 | $1.24M | $1.73M | - | $486,937.68 | 39.19% | -0.249% |
| DE Deere & Company | 653 | $279,192.16 | $441,232.1 | - | $162,039.94 | 58.04% | +1.265% |
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FAQ
Which stocks have generated the highest profits for John P. Nelson?
The largest contributions to the portfolio's profits come from the following stocks: Amgen Inc - $1.89M, iShares Core S&P 500 ETF - $825,022.47, Vanguard Total Bond Market Index Fund - $758,439.07, iShares Core U.S. Aggregate Bond ETF - $757,703.06, and Vanguard Short-Term Bond ETF - $571,941.84. 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: UnitedHealth Group Incorporated - $88,507.05, Capital One Financial Corporation - $38,257.19, Emerson Electric Co - $29,117, Danaher Corporation - $23,139.4, and Procter & Gamble Co - $13,522.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John P. Nelson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.6M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $745,728.23, iShares Core U.S. Aggregate Bond ETF - $745,122.03, iShares Core S&P 500 ETF - $680,833.46, Vanguard Short-Term Bond ETF - $562,244.98, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $328,138.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John P. Nelson's monthly returns?
John P. Nelson's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can John P. Nelson's strategy be considered aggressive or moderate?
John P. Nelson's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow John P. Nelson's strategy?
John P. Nelson's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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