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:
81.29%
Gain +0.7%
Monthly
0.93%
Yearly
11.75%
Drawdown
20.9%
$935.59M
Equity
Holdings
$935.59M
Investment
$729.66M
$245.49M
Profit +$3.29M
Realized
$39.56M
Unrealized
$205.93M
Dividends
$58.75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.7%
Profit
$3.29M
Win %
78%
This Week
Compared To Last Week
Gain
0.35%
Profit
$3.29M
Win %
78%
This Month
Compared to last month
Gain
0.53%
Profit
$4.9M
Win %
78%
This Year
Compared to last year
Gain
2.55%
Profit
$23.24M
Win %
73%
TMO Thermo Fisher Scientific Inc.
+4.62%
+$28,556.64 
QCOM QUALCOMM Incorporated
+4.25%
+$20,371.95 
VLO Valero Energy Corporation
+3.66%
+$13,972 
MPC Marathon Petroleum Corporation
+3.6%
+$14,537.04 
EOG EOG Resources, Inc.
+3.53%
+$8,226.75 
PSX Phillips 66
+3.09%
+$9,540 
CRWD CrowdStrike Holdings, Inc.
+3.02%
+$24,458.4 
DHR Danaher Corporation
+2.99%
+$9,639.16 
ANET Arista Networks, Inc.
+2.67%
+$10,140.24 
CVX Chevron Corporation
+2.62%
+$28,022.4 
XOM Exxon Mobil Corporation
+2.54%
+$45,284.4 
AMD Advanced Micro Devices, Inc.
+2.19%
+$42,242.85 
DELL Dell Technologies Inc.
+1.73%
+$7,954.34 
MRVL Marvell Technology, Inc.
+1.32%
+$6,356.16 
WFC Wells Fargo & Company
+1.14%
+$4,640.95 
HGER Harbor Commodity All-Weather Fund
+1.11%
+$204,760.71 
TER Teradyne, Inc.
+1.11%
+$1,653.45 
ASML ASML Holding N.V. New York Registry Shares
+1.04%
+$11,659.62 
UNM Unum Group
+1.02%
+$2,941.04 
JPM JPMorgan Chase & Co.
+1%
+$53,061.96 
GEV GE Vernova Inc.
+0.85%
+$8,795.67 
T AT&T Inc.
+0.83%
+$6,449.96 
LMT Lockheed Martin Corporation
+0.77%
+$2,276.1 
NOC Northrop Grumman Corporation
+0.73%
+$1,547.7 
META Meta Platforms Inc Class A
+0.7%
+$35,027.36 
NVDA NVIDIA Corporation
+0.57%
+$138,644.94 
GD General Dynamics Corporation
+0.51%
+$1,086.54 
ABBV AbbVie Inc.
+0.47%
+$10,066.49 
TD The Toronto-Dominion Bank
+0.47%
+$1,252.29 
SCHW Charles Schwab Corporation
+0.46%
+$1,275.47 
PLD Prologis Inc.
+0.43%
+$870.58 
MU Micron Technology, Inc.
+0.39%
+$10,306.59 
PG Procter & Gamble Co
+0.36%
+$4,378.33 
AMX América Móvil, S.A.B. de C.V.
+0.35%
+$638.48 
DE Deere & Company
+0.33%
+$1,714.5 
IAUM iShares Gold Trust Micro
+0.32%
+$947.29 
IAU iShares Gold Trust
+0.31%
+$665.25 
PANW Palo Alto Networks, Inc.
+0.31%
+$4,345.85 
VZ Verizon Communications Inc.
+0.29%
+$1,217.7 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$7,139.79 
EW Edwards Lifesciences Corporation
+0.27%
+$604.67 
JNJ Johnson & Johnson
+0.21%
+$4,388.72 
ADM Archer-Daniels-Midland Co
+0.18%
+$600.48 
DDOG Datadog, Inc. Class A Common Stock
+0.11%
+$237.12 
SMH VanEck Semiconductor ETF
+0.11%
+$1,085.8 
V Visa Inc. Class A
+0.1%
+$2,206.07 
ADI Analog Devices, Inc.
+0.1%
+$412.14 
NSC Norfolk Southern Corporation
+0.09%
+$300.44 
PGR Progressive Corporation
+0.09%
+$245.4 
RTX RTX Corporation
+0.09%
+$1,754.06 
HDV iShares Core High Dividend ETF
+0.09%
+$6,311.68 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$22,474.68 
COF Capital One Financial Corporation
+0.03%
+$64.02 
FCX Freeport-McMoRan Inc.
+0.03%
+$65.44 
BAC Bank of America Corporation
+0.03%
+$390.84 
SAMT Strategas Macro Thematic Opportunities ETF
+0.02%
+$714.91 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$44.24 
SGVT Schwab Government Money Market ETF
+0.02%
+$2,748.6 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$5,760.2 
CSCO Cisco Systems, Inc.
+0.01%
+$116.4 
C Citigroup Inc.
+0.01%
+$44.27 
CB Chubb Limited
0%
+$21.06 
TXN Texas Instruments Inc
0%
+$34.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
GENM Genter Capital Municipal Quality Intermediate ETF
0%
$0 
CVNA Carvana Co.
-5.62%
-$35,943.38 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-5.23%
-$14,134.71 
STX Seagate Technology Holdings plc
-4.19%
-$24,596.46 
SNPS Synopsys, Inc.
-3.6%
-$8,410.35 
WDC Western Digital Corporation
-3.51%
-$15,654.1 
GE General Electric Company
-3.29%
-$48,691.3 
MKSI MKS Instruments Inc.
-3.25%
-$4,693.08 
ORCL Oracle Corporation
-3.05%
-$23,439.26 
NFLX Netflix, Inc.
-3.01%
-$26,966.06 
SHOP Shopify Inc.
-3.01%
-$8,289.71 
CARR Carrier Global Corporation
-2.97%
-$11,901.7 
F Ford Motor Company
-2.54%
-$4,332.93 
BKNG Booking Holdings Inc.
-2.3%
-$6,504.42 
IBKR Interactive Brokers Group Inc.
-2.15%
-$5,688.15 
SRE Sempra
-2.15%
-$9,636.92 
DIS The Walt Disney Company
-2.03%
-$14,099.8 
AMZN Amazon.com Inc
-2.01%
-$187,072.4 
UNH UnitedHealth Group Incorporated
-1.98%
-$30,478.05 
COST Costco Wholesale Corporation
-1.91%
-$36,103.36 
CDNS Cadence Design Systems, Inc.
-1.83%
-$3,814.8 
MCD McDonald's Corporation
-1.78%
-$8,903.52 
HD The Home Depot, Inc.
-1.72%
-$17,642.3 
RDDT Reddit Inc Class A
-1.67%
-$23,276.19 
ROST Ross Stores, Inc.
-1.64%
-$3,602.34 
MSFT Microsoft Corp.
-1.64%
-$199,275.02 
ES Eversource Energy
-1.64%
-$5,343.52 
BRO Brown & Brown Inc.
-1.62%
-$7,270.5 
AVGO Broadcom Inc.
-1.58%
-$77,270.1 
UBER Uber Technologies, Inc.
-1.57%
-$3,210.24 
AMGN Amgen Inc.
-1.53%
-$13,373.1 
PWR Quanta Services Inc.
-1.43%
-$4,576.92 
CRM Salesforce Inc
-1.42%
-$5,324.66 
SNDK SanDisk Corporation
-1.36%
-$3,565.05 
TMUS T-Mobile US, Inc.
-1.33%
-$5,941.35 
AEP American Electric Power Company, Inc.
-1.32%
-$5,039.82 
MCK McKesson Corporation
-1.29%
-$3,662.88 
BX Blackstone Inc.
-1.26%
-$3,939.84 
GOOGL Alphabet Inc
-1.26%
-$131,144.58 
GOOG Alphabet Inc
-1.24%
-$92,118.69 
GS The Goldman Sachs Group, Inc.
-1.21%
-$7,593.84 
VOT Vanguard Mid-Cap Growth ETF
-1.2%
-$2,456.95 
SO The Southern Company
-1.18%
-$3,279.52 
VRT Vertiv Holdings Co
-1.18%
-$1,934.8 
APH Amphenol Corporation
-1.17%
-$30,312.16 
MO Altria Group, Inc.
-1.13%
-$3,304.8 
HIG The Hartford Insurance Group, Inc.
-1.13%
-$6,352.18 
CVS CVS Health Corporation
-1.11%
-$2,430.58 
TJX The TJX Companies, Inc.
-1.1%
-$5,386.25 
DUK Duke Energy Corporation
-1.07%
-$5,442.56 
AXP American Express Company
-1.03%
-$5,303.22 
ABT Abbott Laboratories
-1.03%
-$3,744.98 
BFH Bread Financial Holdings Inc.
-1.01%
-$2,558.6 
NET Cloudflare Inc.
-0.99%
-$2,689.5 
CL Colgate-Palmolive Company
-0.98%
-$2,798.44 
LRCX Lam Research Corporation
-0.96%
-$8,611.94 
RC Ready Capital Corporation
-0.92%
-$351.23 
HUBB Hubbell Inc.
-0.92%
-$3,598.56 
CTAS Cintas Corporation
-0.91%
-$3,985.76 
D Dominion Energy, Inc.
-0.91%
-$2,144.03 
WMT Walmart Inc.
-0.91%
-$22,969.98 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.88%
-$426,525 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$3,271.17 
SCHA Schwab U.S. Small-Cap ETF
-0.81%
-$4,657.5 
AIQ Global X Artificial Intelligence & Technology ETF
-0.8%
-$3,394.56 
TT Trane Technologies plc
-0.76%
-$2,187.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.74%
-$4,016.36 
IVV iShares Core S&P 500 ETF
-0.74%
-$18,655.78 
IJH iShares Core S&P Mid-Cap ETF
-0.74%
-$1,626.83 
VO Vanguard Mid-Cap ETF
-0.74%
-$82,993.57 
VUG Vanguard Growth ETF
-0.73%
-$31,834.24 
KO The Coca-Cola Company
-0.73%
-$9,623.9 
MRK Merck & Co., Inc.
-0.72%
-$16,890.3 
AMAT Applied Materials, Inc.
-0.72%
-$5,605.76 
BLK BlackRock, Inc.
-0.71%
-$1,786.52 
USB U.S. Bancorp
-0.7%
-$2,323.2 
EVUS iShares ESG Aware MSCI USA Value ETF
-0.69%
-$1,589.41 
NEE NextEra Energy, Inc.
-0.69%
-$2,688 
MSGS Madison Square Garden Sports Corp.
-0.68%
-$1,566 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.68%
-$25,825.18 
TSLA Tesla, Inc.
-0.67%
-$17,800.72 
IWF iShares Russell 1000 Growth ETF
-0.66%
-$142,719.2 
AVEM Avantis Emerging Markets Equity ETF
-0.66%
-$70,999.73 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$7,182.72 
KLAC KLA Corporation
-0.63%
-$3,479.64 
PFE Pfizer Inc.
-0.63%
-$3,785.95 
RSPE Invesco ESG S&P 500 Equal Weight ETF
-0.62%
-$2,866.13 
PEP PepsiCo, Inc.
-0.62%
-$3,011.4 
VOTE TCW Transform 500 ETF
-0.61%
-$4,324.57 
CATH Global X S&P 500 Catholic Values ETF
-0.58%
-$3,658.11 
CMI Cummins Inc.
-0.57%
-$2,509.08 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$30,652.19 
BMY Bristol-Myers Squibb Company
-0.53%
-$1,898.22 
FDVV Fidelity High Dividend ETF
-0.53%
-$1,454.31 
SUSA iShares MSCI USA ESG Select ETF
-0.53%
-$1,389.08 
AAPL Apple Inc.
-0.52%
-$245,031.69 
VB Vanguard Small-Cap ETF
-0.52%
-$5,050.95 
RPG Invesco S&P 500 Pure Growth ETF
-0.51%
-$3,479.57 
GWW W.W. Grainger, Inc.
-0.51%
-$1,191.33 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.5%
-$36,503.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$10,766.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$94,889.25 
MGC Vanguard Mega Cap ETF
-0.49%
-$8,376.3 
SCHB Schwab U.S. Broad Market ETF
-0.48%
-$1,428.56 
DFUS Dimensional U.S. Equity Market ETF
-0.46%
-$1,455.4 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$4,193.52 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.45%
-$1,858.95 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.45%
-$20,165.68 
WMB The Williams Companies, Inc.
-0.45%
-$2,897.28 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.45%
-$10,450.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.44%
-$2,400.55 
CFG Citizens Financial Group, Inc.
-0.44%
-$955.42 
PM Philip Morris International Inc.
-0.44%
-$4,350.3 
PLTR Palantir Technologies Inc.
-0.43%
-$3,487.5 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
-0.43%
-$18,094.1 
APG Api Group Corporation
-0.43%
-$835.04 
VOO Vanguard S&P 500 ETF
-0.43%
-$429,319.57 
VIG Vanguard Dividend Appreciation ETF
-0.43%
-$278,907.78 
VONV Vanguard Russell 1000 Value Index Fund
-0.42%
-$64,667.3 
HCA HCA Healthcare Inc.
-0.42%
-$1,077.93 
IXUS iShares Core International Stock ETF
-0.41%
-$1,659.45 
PH Parker-Hannifin Corporation
-0.4%
-$1,631.25 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$2,258.03 
IEMG iShares Core MSCI Emerging Markets ETF
-0.39%
-$23,038.58 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$1,386.22 
UNP Union Pacific Corporation
-0.37%
-$2,121 
SWK Stanley Black & Decker Inc.
-0.36%
-$700.48 
VGT Vanguard Information Technology ETF
-0.34%
-$1,066.8 
ITWO ProShares Russell 2000 High Income ETF
-0.33%
-$7,285.74 
NOW ServiceNow, Inc.
-0.32%
-$1,419.6 
LIN Linde plc
-0.31%
-$1,270.2 
DFIC Dimensional International Core Equity Market ETF
-0.3%
-$95,746.01 
BA Boeing Company
-0.29%
-$1,205.9 
FLEX Flex Ltd.
-0.29%
-$916.8 
IBM International Business Machines Corporation
-0.27%
-$4,293.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$51,073.52 
ETN Eaton Corporation plc
-0.25%
-$777.14 
WBD Warner Bros. Discovery, Inc.
-0.25%
-$643.09 
SKYY First Trust Cloud Computing ETF
-0.25%
-$851.2 
ISPY ProShares S&P High Income ETF
-0.23%
-$19,793.18 
MA Mastercard Incorporated
-0.23%
-$3,780.93 
RYT Invesco S&P 500 Equal Weight ETF
-0.22%
-$560 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.21%
-$21,931.4 
ISRG Intuitive Surgical, Inc.
-0.21%
-$626.34 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.19%
-$505.52 
VYM Vanguard High Dividend Yield ETF
-0.18%
-$6,531.6 
BKDV BNY Mellon Dynamic Value ETF
-0.17%
-$64,987.08 
MS Morgan Stanley
-0.15%
-$1,112.9 
FNDF Schwab Fundamental International Large Company Index ETF
-0.14%
-$320.08 
CAT Caterpillar Inc.
-0.14%
-$3,203.46 
DFAT Dimensional US Targeted Value ETF
-0.14%
-$274.55 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.13%
-$413.82 
AVUV Avantis U.S. Small Cap Value ETF
-0.12%
-$17,063.21 
LLY Eli Lilly and Company
-0.11%
-$4,984.2 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
-0.11%
-$289.35 
BINC iShares Flexible Income Active ETF
-0.1%
-$45,158.1 
SYK Stryker Corporation
-0.09%
-$186.25 
PYLD PIMCO Multisector Bond Active ETF
-0.08%
-$9,786.7 
GILD Gilead Sciences Inc.
-0.07%
-$323.4 
MPWR Monolithic Power Systems, Inc.
-0.07%
-$232.44 
VTV Vanguard Value ETF
-0.06%
-$1,013.18 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$395.61 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
-0.05%
-$116.4 
INTC Intel Corporation
-0.05%
-$614.95 
ADP Automatic Data Processing Inc.
-0.04%
-$244 
GLW Corning Incorporated
-0.03%
-$113.16 
CLUB Town Sports International Holdings Inc
-0.01%
-$67.75 Events
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Dividends
Dividend Analysis
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| Trades 4001 | Longs Won 2507/4001 62% | Profit Factor 7.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $519,675.89 |
| Average Win $112,801.28 | Best Trade (Aug 14) $21.2M | Sharpe Ratio -9.22 |
| Average Loss -$24,968.81 | Worst Trade (Sep 30) -$3.62M | Z-Score 13.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w 1d | Expectancy $61,357.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 140,822 | $27.09M | $46.66M | - | $19.57M | 72.21% | -0.522% |
| ABBV AbbVie Inc. | 8,151 | $1.4M | $2.14M | - | $742,271.36 | 52.96% | +0.472% |
| ABT Abbott Laboratories | 3,533 | $396,348.77 | $360,471.99 | - | -$35,876.78 | -9.05% | -1.028% |
| ADI Analog Devices, Inc. | 1,099 | $273,952.42 | $397,173.1 | - | $123,220.68 | 44.98% | +0.104% |
| ADM Archer-Daniels-Midland Co | 3,753 | $198,633.33 | $325,009.8 | - | $126,376.47 | 63.62% | +0.185% |
| ADP Automatic Data Processing Inc. | 2,440 | $571,605.18 | $674,733.2 | - | $103,128.02 | 18.04% | -0.036% |
| AEP American Electric Power Company, Inc. | 3,111 | $326,728.17 | $375,217.71 | - | $48,489.54 | 14.84% | -1.325% |
| AIQ Global X Artificial Intelligence & Technology ETF | 6,656 | $436,700.16 | $419,061.76 | - | -$17,638.4 | -4.04% | -0.804% |
| AMAT Applied Materials, Inc. | 1,844 | $656,364.44 | $776,637.48 | - | $120,273.04 | 18.32% | -0.717% |
| AMD Advanced Micro Devices, Inc. | 3,915 | $1.01M | $1.97M | - | $962,387.03 | 95.14% | +2.187% |
| AMGN Amgen Inc. | 2,286 | $651,793.75 | $858,735.9 | - | $206,942.15 | 31.75% | -1.533% |
| AMX América Móvil, S.A.B. de C.V. | 7,981 | $207,426.19 | $185,159.2 | - | -$22,266.99 | -10.73% | +0.346% |
| AMZN Amazon.com Inc | 36,753 | $6.43M | $9.13M | - | $2.71M | 42.11% | -2.008% |
| ANET Arista Networks, Inc. | 2,024 | $294,609.89 | $390,267.68 | - | $95,657.79 | 32.47% | +2.668% |
| APG Api Group Corporation | 5,219 | $199,678.94 | $192,894.24 | - | -$6,784.7 | -3.4% | -0.431% |
| APH Amphenol Corporation | 32,948 | $597,009.92 | $2.56M | - | $1.96M | 328.43% | -1.171% |
| ASML ASML Holding N.V. New York Registry Shares | 714 | $659,854.26 | $1.14M | - | $476,462.46 | 72.21% | +1.037% |
| AVEM Avantis Emerging Markets Equity ETF | 116,393 | $9.38M | $10.77M | - | $1.39M | 14.79% | -0.655% |
| AVGO Broadcom Inc. | 14,178 | $3.74M | $4.81M | - | $1.07M | 28.72% | -1.581% |
| AVUV Avantis U.S. Small Cap Value ETF | 113,757 | $11.45M | $14.09M | - | $2.64M | 23.09% | -0.121% |
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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: Vanguard S&P 500 ETF - $10.35M, Invesco S&P 500 Equal Weight ETF - $10.12M, Vanguard Dividend Appreciation ETF - $8.06M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $6.56M, and Janus Henderson AAA CLO ETF - $4.96M. 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 $58.75M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $6.4M, Janus Henderson AAA CLO ETF - $4.96M, Vanguard Dividend Appreciation ETF - $4.35M, Vanguard S&P 500 ETF - $3.66M, 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.
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