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:
77.03%
Gain +2.32%
Monthly
0.95%
Yearly
11.97%
Drawdown
20.9%
$935.45M
Equity
Holdings
$935.45M
Investment
$729.66M
$245.35M
Profit +$13M
Realized
$39.56M
Unrealized
$205.79M
Dividends
$55.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.32%
Profit
$13M
Win %
82%
This Week
Compared To Last Week
Gain
1.4%
Profit
$12.95M
Win %
82%
This Month
Compared to last month
Gain
2.82%
Profit
$25.67M
Win %
82%
This Year
Compared to last year
Gain
2.53%
Profit
$23.1M
Win %
76%
KLAC KLA Corporation
+4.01%
+$25,137.93 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$47,052.61 
ANET Arista Networks, Inc.
+3.31%
+$12,811.92 
ETN Eaton Corporation plc
+3.22%
+$11,363.7 
MCK McKesson Corporation
+2.49%
+$6,832.8 
MPWR Monolithic Power Systems, Inc.
+1.52%
+$6,260.99 
APG Api Group Corporation
+1.35%
+$2,974.83 
ABT Abbott Laboratories
+1.01%
+$3,886.3 
GLW Corning Incorporated
+0.91%
+$4,045.5 
CVX Chevron Corporation
+0.9%
+$8,820 
EOG EOG Resources, Inc.
+0.83%
+$1,849.06 
TSLA Tesla, Inc.
+0.58%
+$14,374.64 
MSGS Madison Square Garden Sports Corp.
+0.41%
+$928 
NSC Norfolk Southern Corporation
+0.2%
+$673.39 
BA Boeing Company
+0.19%
+$875.27 
PM Philip Morris International Inc.
+0.12%
+$1,125.96 
NOW ServiceNow, Inc.
+0.08%
+$312 
RSPE Invesco ESG S&P 500 Equal Weight ETF
0%
+$4.04 
ABBV AbbVie Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.02 
AMD Advanced Micro Devices, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.14 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BFH Bread Financial Holdings Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.06 
CB Chubb Limited
0%
+$0.01 
CDNS Cadence Design Systems, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CMI Cummins Inc.
0%
-$0.01 
COF Capital One Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.01 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
-$0.02 
CVS CVS Health Corporation
0%
$0 
CVNA Carvana Co.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.02 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.05 
GILD Gilead Sciences Inc.
0%
+$0.01 
GOOGL Alphabet Inc
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
GWW W.W. Grainger, Inc.
0%
+$0.01 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HUBB Hubbell Inc.
0%
+$0.01 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.15 
LMT Lockheed Martin Corporation
0%
+$0.02 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.06 
MCD McDonald's Corporation
0%
$0 
META Meta Platforms Inc Class A
0%
+$0.15 
MKSI MKS Instruments Inc.
0%
-$0.01 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.05 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.03 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.02 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLD Prologis Inc.
0%
+$0.02 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
+$0.01 
QCOM QUALCOMM Incorporated
0%
$0 
RC Ready Capital Corporation
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHOP Shopify Inc.
0%
+$0.02 
SNPS Synopsys, Inc.
0%
+$0.01 
SO The Southern Company
0%
$0 
SRE Sempra
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
T AT&T Inc.
0%
+$0.03 
TD The Toronto-Dominion Bank
0%
$0 
TER Teradyne, Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
+$0.01 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNM Unum Group
0%
$0 
UNP Union Pacific Corporation
0%
+$0.02 
UNH UnitedHealth Group Incorporated
0%
+$0.04 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.06 
VLO Valero Energy Corporation
0%
-$0.01 
VRT Vertiv Holdings Co
0%
-$0.01 
VZ Verizon Communications Inc.
0%
+$0.01 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.11 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
CATH Global X S&P 500 Catholic Values ETF
0%
+$0.01 
CLIP Global X 1-3 Month T-Bill ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.03 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RPG Invesco S&P 500 Pure Growth ETF
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SAMT Strategas Macro Thematic Opportunities ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.05 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SUSA iShares MSCI USA ESG Select ETF
0%
-$0.02 
TCHP T. Rowe Price Blue Chip Growth ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.03 
VOO Vanguard S&P 500 ETF
0%
-$2.86 
VOTE TCW Transform 500 ETF
0%
-$1.59 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$2.73 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.04 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.03 
VUG Vanguard Growth ETF
0%
$0 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
ISPY ProShares S&P High Income ETF
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
GEV GE Vernova Inc.
0%
+$0.02 
GENM Genter Capital Municipal Quality Intermediate ETF
0%
$0 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
0%
$0 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
0%
+$0.96 
EFAA Invesco MSCI EAFE Income Advantage ETF
0%
+$6.98 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
ITWO ProShares Russell 2000 High Income ETF
0%
$0 
BKDV BNY Mellon Dynamic Value ETF
0%
-$1.08 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
SGVT Schwab Government Money Market ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
ORCL Oracle Corporation
-3.69%
-$29,537.73 
AMZN Amazon.com Inc
-2.09%
-$213,902.31 
TJX The TJX Companies, Inc.
-1.94%
-$11,935.04 
AMX América Móvil, S.A.B. de C.V.
-1.93%
-$3,671.26 
AAPL Apple Inc.
-1.09%
-$471,753.7 
CL Colgate-Palmolive Company
-0.9%
-$2,733.36 
CLUB Town Sports International Holdings Inc
-0.7%
-$3,487.16 
LIN Linde plc
-0.39%
-$1,690.67 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$2,993.68 
WDC Western Digital Corporation
-0.09%
-$428.45 
ES Eversource Energy
-0.06%
-$190.84 
ADM Archer-Daniels-Midland Co
-0.04%
-$112.59 
ADP Automatic Data Processing Inc.
0%
-$12.18 
ROST Ross Stores, Inc.
0%
-$4.76 
ADI Analog Devices, Inc.
0%
-$5.5 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
0%
-$1.8 Events
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Dividends
Dividend Analysis
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| Trades 4001 | Longs Won 2569/4001 64% | Profit Factor 8.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $509,609.42 |
| Average Win $109,128.77 | Best Trade (Aug 14) $21.2M | Sharpe Ratio -9.22 |
| Average Loss -$24,442.06 | Worst Trade (Sep 30) -$3.62M | Z-Score 16.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $61,322.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 140,822 | $27.09M | $42.94M | - | $15.84M | 58.48% | -1.087% |
| ABBV AbbVie Inc. | 8,151 | $1.4M | $2.02M | - | $619,721.08 | 44.22% | 0.0 |
| ABT Abbott Laboratories | 3,533 | $396,348.77 | $387,640.76 | - | -$8,708.01 | -2.2% | +1.013% |
| ADI Analog Devices, Inc. | 1,099 | $273,952.42 | $421,933.56 | - | $147,981.14 | 54.02% | -0.001% |
| ADM Archer-Daniels-Midland Co | 3,753 | $198,633.33 | $301,966.38 | - | $103,333.05 | 52.02% | -0.037% |
| ADP Automatic Data Processing Inc. | 2,440 | $571,605.18 | $667,767 | - | $96,161.82 | 16.82% | -0.002% |
| AEP American Electric Power Company, Inc. | 3,111 | $326,728.17 | $382,155.24 | - | $55,427.07 | 16.96% | 0.0 |
| AIQ Global X Artificial Intelligence & Technology ETF | 6,656 | $436,700.16 | $422,722.56 | - | -$13,977.6 | -3.2% | 0.0 |
| AMAT Applied Materials, Inc. | 1,844 | $656,364.44 | $962,789.28 | - | $306,424.84 | 46.69% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 3,915 | $1.01M | $1.84M | - | $826,771.43 | 81.73% | 0.0 |
| AMGN Amgen Inc. | 2,286 | $651,793.75 | $953,719.2 | - | $301,925.45 | 46.32% | 0.0 |
| AMX América Móvil, S.A.B. de C.V. | 7,981 | $207,426.19 | $186,994.83 | - | -$20,431.36 | -9.85% | -1.925% |
| AMZN Amazon.com Inc | 36,753 | $6.43M | $10.01M | - | $3.58M | 55.74% | -2.093% |
| ANET Arista Networks, Inc. | 2,024 | $294,609.89 | $400,448.4 | - | $105,838.51 | 35.92% | +3.305% |
| APG Api Group Corporation | 5,219 | $199,678.94 | $223,842.91 | - | $24,163.97 | 12.1% | +1.347% |
| APH Amphenol Corporation | 16,474 | $597,006.13 | $1.38M | - | $784,338.77 | 131.38% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 714 | $659,854.26 | $1.28M | - | $624,903.06 | 94.7% | +3.802% |
| AVEM Avantis Emerging Markets Equity ETF | 116,393 | $9.38M | $10.69M | - | $1.31M | 13.97% | 0.0 |
| AVGO Broadcom Inc. | 14,178 | $3.74M | $5.99M | - | $2.25M | 60.25% | 0.0 |
| AVUV Avantis U.S. Small Cap Value ETF | 113,757 | $11.45M | $14.45M | - | $3M | 26.2% | 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 Chris Nelson?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Equal Weight ETF - $10.11M, Vanguard S&P 500 ETF - $10.09M, Vanguard Dividend Appreciation ETF - $7.8M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $6.37M, and Apple Inc - $4.66M. 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: First Trust NASDAQ Cybersecurity ETF - $3.65M, VanEck Agribusiness ETF - $2.71M, Brown Advisory Sustainable Growth ETF - $801,282.42, PayPal Holdings Inc - $608,400.02, and SPDR Gold Shares - $578,740.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Nelson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $55.94M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $6.21M, Janus Henderson AAA CLO ETF - $4.49M, Vanguard Dividend Appreciation ETF - $4.09M, Vanguard S&P 500 ETF - $3.4M, and iShares 7-10 Year Treasury Bond ETF - $2.75M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Nelson's monthly returns?
Chris Nelson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Chris Nelson's strategy be considered aggressive or moderate?
Chris Nelson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Chris Nelson's strategy?
Chris Nelson's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
