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:
0.91%
Gain -11.84%
Monthly
0.05%
Yearly
0.6%
Drawdown
11.85%
$140.32M
Equity
Holdings
$140.32M
Investment
$123.03M
$18.49M
Profit -$63,452.97
Realized
$1.2M
Unrealized
$17.29M
Dividends
$4.75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-11.84%
Profit
-$63,452.97
Win %
68%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$63,452.97
Win %
68%
This Month
Compared to last month
Gain
1.07%
Profit
$1.48M
Win %
68%
This Year
Compared to last year
Gain
5.67%
Profit
$7.53M
Win %
68%
CHEV Charging Robotics Inc.
+658.16%
+$7,348.36 
AAPL Apple Inc.
+4.84%
+$251,954.25 
MCD McDonald's Corporation
+4.16%
+$49,896.04 
DIS The Walt Disney Company
+3.96%
+$9,747.88 
RTX RTX Corporation
+3.9%
+$16,643.16 
JNJ Johnson & Johnson
+3.57%
+$111,392.81 
KO The Coca-Cola Company
+3.51%
+$13,671.45 
ABT Abbott Laboratories
+3.49%
+$7,486.5 
MRK Merck & Co., Inc.
+3.34%
+$33,955.76 
V Visa Inc. Class A
+3.15%
+$21,437.03 
LNT Alliant Energy Corporation
+2.96%
+$50,216.3 
GD General Dynamics Corporation
+2.94%
+$18,818.2 
WMT Walmart Inc.
+2.77%
+$25,437.46 
ADP Automatic Data Processing Inc.
+2.77%
+$38,932.62 
BX Blackstone Inc.
+2.7%
+$12,597 
PG Procter & Gamble Co
+2.7%
+$37,022.05 
APD Air Products and Chemicals, Inc.
+2.54%
+$10,010.16 
NKE Nike, Inc. - Class B
+2.39%
+$6,301.53 
TRV The Travelers Companies, Inc.
+2.3%
+$46,539.88 
PEP PepsiCo, Inc.
+2.17%
+$9,256.5 
AFL Aflac Inc.
+2.02%
+$9,285.15 
HD The Home Depot, Inc.
+2.01%
+$57,002.36 
PFE Pfizer Inc.
+1.84%
+$6,702.52 
CASY Casey's General Stores Inc.
+1.68%
+$15,767.94 
UNP Union Pacific Corporation
+1.63%
+$24,914.18 
MSFT Microsoft Corp.
+1.62%
+$98,012.27 
BRK-B Berkshire Hathaway Inc.
+1.61%
+$37,578.96 
BLK BlackRock, Inc.
+1.57%
+$9,424.89 
SYY Sysco Corporation
+1.56%
+$6,363.5 
COP ConocoPhillips
+1.46%
+$5,718.37 
VZ Verizon Communications Inc.
+1.36%
+$7,556.49 
NSC Norfolk Southern Corporation
+1.17%
+$8,184 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$1,642.05 
XOM Exxon Mobil Corporation
+0.59%
+$7,099.61 
DNP DNP Select Income Fund Inc.
+0.56%
+$1,080 
T AT&T Inc.
+0.49%
+$4,173.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.37%
+$24,378.4 
PPG PPG Industries Inc.
+0.33%
+$1,828 
BSV Vanguard Short-Term Bond ETF
+0.17%
+$19,511.18 
COF Capital One Financial Corporation
+0.15%
+$194.09 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$8,809.92 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$5,433.84 
JPM JPMorgan Chase & Co.
+0.12%
+$3,091.95 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$19,372.32 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$7,718.76 
PFF iShares Preferred and Income Securities ETF
+0.03%
+$116.25 
GEI001202
0%
$0 
CSCO Cisco Systems, Inc.
-3.69%
-$54,457.95 
ATLO Ames National Corp
-3.34%
-$59,728.14 
QCOM QUALCOMM Incorporated
-3.12%
-$19,357.38 
CAT Caterpillar Inc.
-2.81%
-$10,678.02 
XLK State Street Technology Select Sector SPDR ETF
-2.71%
-$123,184.7 
AIA iShares Asia 50 ETF
-1.52%
-$3,032.55 
DE Deere & Company
-1.01%
-$4,102.19 
IJR iShares Core S&P Small-Cap ETF
-0.72%
-$21,492.36 
IWM iShares Russell 2000 ETF
-0.58%
-$28,052.6 
WFC Wells Fargo & Company
-0.5%
-$4,730 
GOOG Alphabet Inc
-0.48%
-$16,561.54 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$19,374.47 
GOOGL Alphabet Inc
-0.36%
-$3,721.87 
UNH UnitedHealth Group Incorporated
-0.28%
-$1,827.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$5,217.1 
SPY SPDR S&P 500 ETF Trust
-0.13%
-$860.42 
VOO Vanguard S&P 500 ETF
-0.09%
-$663.39 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$197.75 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 247 | Longs Won 163/247 65% | Profit Factor 7.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $270,312.82 |
| Average Win $131,526.62 | Best Trade (Jul 06) $1.93M | Sharpe Ratio -12.02 |
| Average Loss -$35,139.52 | Worst Trade (Jul 06) -$580,580.84 | Z-Score 1.8 (92.74%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $74,846.64 |
| 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 | 4,000 | 3,600 | 3,200 | 2,800 | 2,400 | 2,000 | 1,600 | 1,200 | 800 | 400 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
