CN
Chris Nelson Portfolio
Invests via MJP ASSOCIATES Inc. /ADV | Managed by Chris Nelson
Invests via MJP ASSOCIATES Inc. /ADV
Managed by Chris Nelson
Automatically Tracked
Chris Nelson Profile
With a rich background in venture capital, Chris Nelson has effectively leveraged his expertise to drive growth and innovation across technology startups. His career is marked by hands-on leadership roles that have facilitated strategic partnerships and accelerated market penetration for emerging companies. Known for fostering talent within teams, he champions collaborative environments that encourage creative solutions to business challenges. Throughout his journey, he has been instrumental in identifying lucrative investment opportunities while simultaneously supporting founders through various stages of development. His reputation as a thought leader positions him prominently in the entrepreneurial ecosystem.
With a rich background in venture capital, Chris Nelson has effectively leveraged his expertise to drive growth and innovation across technology startups. His career is marked by hands-on leadership roles that have facilitated strategic partnerships and accelerated market penetration for emerging companies. Known for fostering talent within teams, he champions collaborative environments that encourage creative solutions to business challenges. Throughout his journey, he has been instrumental in identifying lucrative investment opportunities while simultaneously supporting founders through various stages of development. His reputation as a thought leader positions him prominently in the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Focused on identifying transformative opportunities, Chris Nelson employs a proactive investment approach centered around disruptive technology. His acute market insights enable him to spot early-stage ventures with the potential for substantial growth. By emphasizing strategic collaboration, he accelerates innovation among portfolio companies while leveraging operational expertise to optimize performance. Through his extensive experience in venture capital, he encourages an entrepreneurial spirit that resonates throughout his investments. This commitment not only supports the foundational aspects of startups but also amplifies their ability to capture significant market share.
Focused on identifying transformative opportunities, Chris Nelson employs a proactive investment approach centered around disruptive technology. His acute market insights enable him to spot early-stage ventures with the potential for substantial growth. By emphasizing strategic collaboration, he accelerates innovation among portfolio companies while leveraging operational expertise to optimize performance. Through his extensive experience in venture capital, he encourages an entrepreneurial spirit that resonates throughout his investments. This commitment not only supports the foundational aspects of startups but also amplifies their ability to capture significant market share.
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:
4.67%
Gain -35.04%
Monthly
0.19%
Yearly
2.31%
Drawdown
38.32%
$888.16M
Equity
Holdings
$888.16M
Investment
$709.01M
$214.33M
Profit +$7.18M
Realized
$35.18M
Unrealized
$179.15M
Dividends
$53.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-35.04%
Profit
$7.18M
Win %
78%
This Week
Compared To Last Week
Gain
0.96%
Profit
$8.42M
Win %
78%
This Month
Compared to last month
Gain
-1.37%
Profit
-$12.31M
Win %
78%
This Year
Compared to last year
Gain
9.2%
Profit
$74.85M
Win %
74%
NOW ServiceNow, Inc.
+9.85%
+$38,966.76 
LLY Eli Lilly and Company
+7.13%
+$300,164.98 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+6.96%
+$6,013.44 
MSFT Microsoft Corp.
+5.71%
+$543,921.25 
RDDT Reddit Inc Class A
+5.64%
+$77,238.25 
BRO Brown & Brown Inc.
+5.57%
+$18,848.4 
UBER Uber Technologies, Inc.
+5.47%
+$13,765.75 
CRM Salesforce Inc
+5.45%
+$14,053.24 
PLTR Palantir Technologies Inc.
+5.28%
+$24,468.18 
SYK Stryker Corporation
+5.25%
+$13,313.2 
IBM International Business Machines Corporation
+5.17%
+$99,972.95 
INTU Intuit Inc.
+4.96%
+$7,855.65 
SHOP Shopify Inc.
+4.69%
+$11,543.72 
SPOT Spotify Technology S.A.
+4.26%
+$8,709.03 
MRSH Marsh & McLennan Companies, Inc.
+4.19%
+$8,500 
NFLX Netflix, Inc.
+4.1%
+$35,987.97 
PGR Progressive Corporation
+4.08%
+$10,084.81 
JNJ Johnson & Johnson
+3.99%
+$72,117.72 
BMY Bristol-Myers Squibb Company
+3.85%
+$10,833.18 
PANW Palo Alto Networks, Inc.
+3.79%
+$36,785.26 
ADP Automatic Data Processing Inc.
+3.35%
+$14,248.32 
CRWD CrowdStrike Holdings, Inc.
+3.31%
+$19,522.81 
GILD Gilead Sciences Inc.
+3.26%
+$11,659.44 
CB Chubb Limited
+3.21%
+$18,000.88 
AAPL Apple Inc.
+3.14%
+$1.2M 
UNH UnitedHealth Group Incorporated
+2.98%
+$46,498.36 
RC Ready Capital Corporation
+2.89%
+$1,185.1 
KO The Coca-Cola Company
+2.75%
+$34,834.02 
HIG The Hartford Insurance Group, Inc.
+2.7%
+$7,796.8 
PFE Pfizer Inc.
+2.62%
+$14,682.84 
MRK Merck & Co., Inc.
+2.56%
+$53,308.47 
ACN Accenture plc Class A
+2.51%
+$3,412.8 
AMZN Amazon.com Inc
+2.5%
+$216,203.73 
BKNG Booking Holdings Inc.
+2.49%
+$5,292.01 
CDNS Cadence Design Systems, Inc.
+2.46%
+$6,852.3 
SKYY First Trust Cloud Computing ETF
+2.41%
+$6,981.47 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$53,338.6 
CMCSA Comcast Corp
+2.12%
+$3,431.52 
CBRE CBRE Group Inc.
+2.1%
+$4,480.96 
MA Mastercard Incorporated
+2.07%
+$31,421.03 
MCD McDonald's Corporation
+1.97%
+$12,898.62 
ES Eversource Energy
+1.94%
+$6,694.79 
V Visa Inc. Class A
+1.73%
+$27,516.59 
VLO Valero Energy Corporation
+1.69%
+$4,262.59 
CTAS Cintas Corporation
+1.66%
+$7,249.78 
AMGN Amgen Inc.
+1.56%
+$14,331.46 
DHR Danaher Corporation
+1.54%
+$5,021.28 
SHW The Sherwin-Williams Company
+1.47%
+$4,520.96 
TMO Thermo Fisher Scientific Inc.
+1.44%
+$8,772.43 
SCHW Charles Schwab Corporation
+1.37%
+$3,412.02 
UNM Unum Group
+1.35%
+$3,616.8 
PEP PepsiCo, Inc.
+1.34%
+$7,281.78 
T AT&T Inc.
+1.34%
+$9,452.7 
SO The Southern Company
+1.3%
+$5,208.75 
ISRG Intuitive Surgical, Inc.
+1.25%
+$4,934.86 
AEP American Electric Power Company, Inc.
+1.23%
+$5,365.75 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
+1.23%
+$2,520.84 
HCA HCA Healthcare Inc.
+1.23%
+$3,242.15 
TSLA Tesla, Inc.
+1.22%
+$30,931.94 
EW Edwards Lifesciences Corporation
+1.18%
+$2,785.68 
HDV iShares Core High Dividend ETF
+1.16%
+$80,985.6 
IAU iShares Gold Trust
+1.12%
+$2,897.65 
SGOL abrdn Physical Gold Shares ETF
+1.12%
+$2,451.86 
HD The Home Depot, Inc.
+1.12%
+$14,054.22 
CL Colgate-Palmolive Company
+1.11%
+$3,395.63 
COST Costco Wholesale Corporation
+1.09%
+$22,732.08 
IAUM iShares Gold Trust Micro
+1.07%
+$3,423.66 
BX Blackstone Inc.
+1.07%
+$2,530.28 
PM Philip Morris International Inc.
+1.03%
+$10,120.06 
VZ Verizon Communications Inc.
+1.02%
+$4,574.04 
DUK Duke Energy Corporation
+1.01%
+$6,155.83 
NEE NextEra Energy, Inc.
+0.98%
+$4,309.46 
ABT Abbott Laboratories
+0.94%
+$2,398.88 
SRE Sempra
+0.9%
+$4,805.64 
IWF iShares Russell 1000 Growth ETF
+0.8%
+$162,372.36 
MO Altria Group, Inc.
+0.79%
+$3,898.76 
IJR iShares Core S&P Small-Cap ETF
+0.78%
+$2,753.1 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.76%
+$41,782.24 
DIS The Walt Disney Company
+0.76%
+$4,573.92 
RTX RTX Corporation
+0.75%
+$16,662.92 
AVUV Avantis U.S. Small Cap Value ETF
+0.63%
+$89,054.94 
TMUS T-Mobile US, Inc.
+0.61%
+$2,663.95 
GD General Dynamics Corporation
+0.58%
+$1,593.91 
MDT Medtronic plc
+0.57%
+$1,328.02 
WMB The Williams Companies, Inc.
+0.5%
+$3,545.49 
LMT Lockheed Martin Corporation
+0.47%
+$1,370.88 
ETR Entergy Corporation
+0.46%
+$1,123.6 
PG Procter & Gamble Co
+0.35%
+$4,670.16 
ADM Archer-Daniels-Midland Co
+0.33%
+$946.75 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.32%
+$11,914.11 
SAMT Strategas Macro Thematic Opportunities ETF
+0.29%
+$10,824.84 
FDVV Fidelity High Dividend ETF
+0.25%
+$661.05 
LOW Lowe's Companies Inc.
+0.25%
+$636.36 
NSC Norfolk Southern Corporation
+0.24%
+$771 
UNP Union Pacific Corporation
+0.23%
+$1,337.34 
MPC Marathon Petroleum Corporation
+0.2%
+$502 
TJX The TJX Companies, Inc.
+0.15%
+$912.44 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
+0.14%
+$385.8 
NOC Northrop Grumman Corporation
+0.14%
+$277.9 
VOTE TCW Transform 500 ETF
+0.12%
+$872.16 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$14,090.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$299.43 
CLIP Global X 1-3 Month T-Bill ETF
+0.05%
+$137.25 
GENM Genter Capital Municipal Quality Intermediate ETF
+0.05%
+$182.68 
SGVT Schwab Government Money Market ETF
+0.03%
+$5,074.86 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$11,429.29 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$11,355.38 
75737FAE8
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
DFAX
0%
$0 
FPE
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
WDC Western Digital Corporation
-13.17%
-$87,428.02 
STX Seagate Technology Holdings plc
-12.24%
-$93,467.68 
MPWR Monolithic Power Systems, Inc.
-8.69%
-$38,743.83 
TXN Texas Instruments Inc
-8.46%
-$85,814.17 
QCOM QUALCOMM Incorporated
-7.57%
-$53,959.26 
ADI Analog Devices, Inc.
-7.42%
-$34,277.09 
MU Micron Technology, Inc.
-6.69%
-$195,845.77 
AMAT Applied Materials, Inc.
-6.16%
-$53,754.92 
CVNA Carvana Co.
-5.82%
-$31,454.5 
CMI Cummins Inc.
-5.73%
-$35,003.11 
LRCX Lam Research Corporation
-5.66%
-$54,870.25 
CAT Caterpillar Inc.
-5.63%
-$79,664.57 
TT Trane Technologies plc
-5.08%
-$16,773.91 
ANET Arista Networks, Inc.
-4.75%
-$14,632.38 
CSCO Cisco Systems, Inc.
-4.37%
-$64,147.2 
PWR Quanta Services Inc.
-4.28%
-$15,575.06 
GS The Goldman Sachs Group, Inc.
-4.27%
-$24,331.79 
ETN Eaton Corporation plc
-4.09%
-$13,923.91 
MS Morgan Stanley
-4.08%
-$35,481.36 
KLAC KLA Corporation
-3.93%
-$33,324.77 
GEV GE Vernova Inc.
-3.71%
-$52,551.11 
AVGO Broadcom Inc.
-3.67%
-$134,719.22 
HUBB Hubbell Inc.
-3.55%
-$17,650.52 
INTC Intel Corporation
-3.42%
-$53,990.18 
CARR Carrier Global Corporation
-3.17%
-$20,518.74 
GLW Corning Incorporated
-3.05%
-$20,838.21 
REMX VanEck Rare Earth and Strategic Metals ETF
-3%
-$5,440.4 
DE Deere & Company
-2.78%
-$13,560.5 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.7%
-$9,560.4 
ORCL Oracle Corporation
-2.58%
-$18,667.55 
ASML ASML Holding N.V. New York Registry Shares
-2.53%
-$34,128.52 
RPG Invesco S&P 500 Pure Growth ETF
-2.48%
-$19,039.8 
DELL Dell Technologies Inc.
-2.43%
-$15,936.03 
C Citigroup Inc.
-2.22%
-$12,426.02 
GOOG Alphabet Inc
-2.19%
-$90,187.5 
PH Parker-Hannifin Corporation
-2.12%
-$9,697.38 
AMD Advanced Micro Devices, Inc.
-2.06%
-$32,002.85 
GOOGL Alphabet Inc
-1.84%
-$188,986.36 
JPM JPMorgan Chase & Co.
-1.81%
-$96,003.31 
AIA iShares Asia 50 ETF
-1.75%
-$19,660.4 
CEG Constellation Energy Corporation
-1.74%
-$5,272.44 
NVDA NVIDIA Corporation
-1.64%
-$351,120.52 
HWM Howmet Aerospace Inc.
-1.56%
-$4,705.55 
GWW W.W. Grainger, Inc.
-1.54%
-$3,916.46 
ISPY ProShares S&P High Income ETF
-1.41%
-$113,899.33 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$9,179.64 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.35%
-$97,319.29 
AVEM Avantis Emerging Markets Equity ETF
-1.28%
-$141,749.36 
APA APA Corporation
-1.23%
-$2,018.03 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.18%
-$5,226.31 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$59,732.46 
WFC Wells Fargo & Company
-1.04%
-$3,343.12 
WBD Warner Bros. Discovery, Inc.
-0.89%
-$2,215.2 
ROST Ross Stores, Inc.
-0.87%
-$2,262.71 
APH Amphenol Corporation
-0.87%
-$13,496.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$179,759.4 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.83%
-$1,696.8 
VOO Vanguard S&P 500 ETF
-0.81%
-$746,635.02 
VONV Vanguard Russell 1000 Value Index Fund
-0.77%
-$108,181.37 
VO Vanguard Mid-Cap ETF
-0.77%
-$83,273.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.74%
-$2,683.36 
BLK BlackRock, Inc.
-0.74%
-$1,874.59 
EOG EOG Resources, Inc.
-0.74%
-$1,614.67 
XOM Exxon Mobil Corporation
-0.73%
-$16,624.76 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$5,187.87 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$14,837.76 
IWD iShares Russell 1000 Value ETF
-0.68%
-$2,846.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$3,324.75 
GE General Electric Company
-0.64%
-$13,673.78 
IXUS iShares Core International Stock ETF
-0.62%
-$2,510.45 
AXP American Express Company
-0.61%
-$3,152.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.61%
-$5,971.63 
BKDV BNY Mellon Dynamic Value ETF
-0.56%
-$212,932.05 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$2,634.12 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.56%
-$18,446.3 
MGC Vanguard Mega Cap ETF
-0.55%
-$9,115.36 
BAC Bank of America Corporation
-0.53%
-$8,557.86 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.51%
-$49,160.88 
LIN Linde plc
-0.51%
-$2,322.21 
USB U.S. Bancorp
-0.49%
-$1,573.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$89,375.07 
SCHA Schwab U.S. Small-Cap ETF
-0.48%
-$2,855.66 
DFUV Dimensional US Marketwide Value ETF
-0.47%
-$1,140.36 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$16,189.21 
HGER Harbor Commodity All-Weather Fund
-0.44%
-$63,378.12 
COF Capital One Financial Corporation
-0.44%
-$1,503.88 
COP ConocoPhillips
-0.42%
-$721.35 
DFIC Dimensional International Core Equity Market ETF
-0.4%
-$142,421.45 
BA Boeing Company
-0.4%
-$1,779.15 
PLD Prologis Inc.
-0.4%
-$913.92 
VUG Vanguard Growth ETF
-0.35%
-$12,844.81 
IJH iShares Core S&P Mid-Cap ETF
-0.31%
-$730.56 
VDE Vanguard Energy ETF
-0.31%
-$2,523.34 
SCHB Schwab U.S. Broad Market ETF
-0.28%
-$815.92 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.28%
-$12,280.5 
DFUS Dimensional U.S. Equity Market ETF
-0.27%
-$840.62 
SUSA iShares MSCI USA ESG Select ETF
-0.27%
-$693.29 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$163,706.92 
APIE ActivePassive International Equity ETF
-0.26%
-$511.46 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.24%
-$989.43 
CATH Global X S&P 500 Catholic Values ETF
-0.21%
-$1,289.37 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$710.35 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.21%
-$95,397.7 
D Dominion Energy, Inc.
-0.17%
-$434.28 
SNPS Synopsys, Inc.
-0.15%
-$414.11 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.11%
-$2,611.55 
F-PD Ford Motor Company 6.500% Notes
-0.09%
-$228.3 
ITWO ProShares Russell 2000 High Income ETF
-0.09%
-$1,787.96 
WMT Walmart Inc.
-0.08%
-$2,065.68 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$189.57 
PSX Phillips 66
-0.06%
-$141.24 
VB Vanguard Small-Cap ETF
-0.04%
-$401.64 
MCK McKesson Corporation
-0.04%
-$141 
RSPE Invesco ESG S&P 500 Equal Weight ETF
-0.03%
-$137.35 
BINC iShares Flexible Income Active ETF
-0.02%
-$8,934.95 Events
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Dividends
Dividend Analysis
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| Trades 3778 | Longs Won 2319/3778 61% | Profit Factor 7.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $472,874.52 |
| Average Win $107,107.34 | Best Trade (Jun 30) $18.96M | Sharpe Ratio -15.36 |
| Average Loss -$23,336.32 | Worst Trade (Sep 30) -$3.62M | Z-Score 3.55 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4d | Expectancy $56,732.2 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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