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:
22.53%
Gain +1.48%
Monthly
1.04%
Yearly
13.25%
Drawdown
11.13%
$187.22M
Equity
Holdings
$187.22M
Investment
$156.8M
$34.67M
Profit +$2.69M
Realized
$4.24M
Unrealized
$30.43M
Dividends
$5.18M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.48%
Profit
$2.69M
Win %
70%
This Week
Compared To Last Week
Gain
1.76%
Profit
$3.23M
Win %
70%
This Month
Compared to last month
Gain
2.35%
Profit
$4.3M
Win %
70%
This Year
Compared to last year
Gain
2.95%
Profit
$5.37M
Win %
69%
INTC Intel Corporation
+3.58%
+$5,776 
BLK BlackRock, Inc.
+1.89%
+$12,302.71 
UNP Union Pacific Corporation
+1.38%
+$16,166.88 
AAPL Apple Inc.
+1%
+$52,792.39 
GOOGL Alphabet Inc
+0.82%
+$7,227.63 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$4,462.93 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$13,989.6 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$0.05 
AFL Aflac Inc.
0%
$0 
AMGN Amgen Inc.
0%
+$0.01 
APD Air Products and Chemicals, Inc.
0%
$0 
ATLO Ames National Corp
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
-$0.03 
CRS Carpenter Technology Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.08 
DE Deere & Company
0%
$0 
DIS The Walt Disney Company
0%
$0 
GD General Dynamics Corporation
0%
+$0.02 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.11 
JPM JPMorgan Chase & Co.
0%
+$0.07 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
MCD McDonald's Corporation
0%
-$0.04 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.16 
NKE Nike, Inc. - Class B
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.02 
PPG PPG Industries Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RTX RTX Corporation
0%
$0 
SYK Stryker Corporation
0%
+$0.01 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.15 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.12 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
+$0.15 
IWR iShares Russell Mid-Cap ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.02 
VGT Vanguard Information Technology ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.1 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
GEI001202
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 337 | Longs Won 234/337 69% | Profit Factor 16.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $563,499.39 |
| Average Win $157,464.44 | Best Trade (Aug 14) $9.72M | Sharpe Ratio -11.45 |
| Average Loss -$21,174.97 | Worst Trade (Aug 19) -$380,590.35 | Z-Score 2.37 (98.24%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $102,865.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,539 | $4.39M | $5.35M | - | $961,867.58 | 21.9% | +0.996% |
| ABBV AbbVie Inc. | 1,465 | $271,933 | $364,433.39 | - | $92,500.39 | 34.02% | 0.0 |
| ABT Abbott Laboratories | 2,325 | $262,981 | $257,865.75 | - | -$5,115.25 | -1.95% | 0.0 |
| ADP Automatic Data Processing Inc. | 5,203 | $1.52M | $1.4M | - | -$121,814.33 | -8% | 0.0 |
| AFL Aflac Inc. | 3,690 | $381,693.23 | $445,493.7 | - | $63,800.47 | 16.72% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 131,303 | $12.8M | $12.79M | - | -$8,075.54 | -0.06% | 0.0 |
| AMGN Amgen Inc. | 595 | $209,058 | $247,627.1 | - | $38,569.1 | 18.45% | 0.0 |
| APD Air Products and Chemicals, Inc. | 1,260 | $365,450.01 | $383,128.21 | - | $17,678.2 | 4.84% | 0.0 |
| ATLO Ames National Corp | 46,557 | $919,554.91 | $1.47M | - | $554,905.28 | 60.34% | 0.0 |
| BLK BlackRock, Inc. | 561 | $582,580.7 | $663,573.24 | - | $80,992.54 | 13.9% | +1.889% |
| BND Vanguard Total Bond Market Index Fund | 178,648 | $12.93M | $12.91M | - | -$15,671.19 | -0.12% | 0.0 |
 BRK-B Berkshire Hathaway Inc. | 4,704 | $2.25M | $2.4M | - | $143,879.16 | 6.38% | -0.016% |
| BSV Vanguard Short-Term Bond ETF | 170,831 | $13.25M | $13.25M | - | $4,540.26 | 0.03% | 0.0 |
| BX Blackstone Inc. | 3,900 | $672,438 | $570,999 | - | -$101,439 | -15.09% | 0.0 |
| CASY Casey's General Stores Inc. | 1,200 | $678,384 | $1.01M | - | $328,452 | 48.42% | 0.0 |
| CAT Caterpillar Inc. | 383 | $219,410 | $327,694.79 | - | $108,284.79 | 49.35% | 0.0 |
| CRS Carpenter Technology Corporation | 400 | $246,736 | $211,456 | - | -$35,280 | -14.3% | 0.0 |
| CSCO Cisco Systems, Inc. | 11,981 | $710,964.93 | $1.48M | - | $773,241.35 | 108.76% | 0.0 |
| CVX Chevron Corporation | 8,372 | $1.24M | $1.65M | - | $403,343.26 | 32.46% | 0.0 |
| DE Deere & Company | 653 | $279,192.16 | $404,709.82 | - | $125,517.66 | 44.96% | 0.0 |
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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 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, iShares Core U.S. Aggregate Bond ETF - $713,453.95, Vanguard Total Bond Market Index Fund - $713,258.99, and Vanguard Short-Term Bond ETF - $526,090.8. 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 - $91,919.77, 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 $5.18M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $700,872.92, Vanguard Total Bond Market Index Fund - $700,548.15, iShares Core S&P 500 ETF - $680,833.46, Vanguard Short-Term Bond ETF - $516,393.94, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $234,835.6. 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.
