The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. and Lynda Harris, Portfolio Manager, Nelson Portfolio Management Corp. as of October 2nd, 2024. The market and index returns noted below are based on the price changes for each quoted item for the period ending Monday, … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. and Lynda Harris, Portfolio Manager, Nelson Portfolio Management Corp. as of June 30th, 2024. The market and index returns noted below are based on the price changes for each quoted item for the period ending Friday, … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. and Lynda Harris, Portfolio Manager, Nelson Portfolio Management Corp. as of March 31st, 2024. The market and index returns noted below are based on the price changes for each quoted item for the period ending Thursday, … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. and Lynda Harris, Portfolio Manager, Nelson Portfolio Management Corp. as of January 3rd, 2024. The market and index returns noted below are based on the price changes for each quoted item for the period ending December … Continued
Happy 10th Anniversary! On August 3, 2023 Nelson Portfolio Management Corp. turned 10 years old and 30 days later, on September 3rd, 2023 the NFC Tactical Asset Allocation Pool also turned 10. It has been an amazing decade of growth, where our overall business has evolved significantly, both in terms of the depth of our … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. as of July 5th, 2023. Market and index returns noted below are based on the price changes for each quoted item for the period ending June 30th, 2023. Throughout this report, whenever I reference a specific … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. as of April 1st, 2023. Market and index returns noted below are based on the price changes for each quoted item for the period ending March 31, 2023. Throughout this report, whenever I reference a specific … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. as of January 5th, 2023. Market and indices returns noted below are based on the price changes for each quoted item for the period ending December 31st, 2022 and, in other instances, January 5th, 2023, where … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. as of October 10th, 2022. Market and index returns noted below are based on the price changes for each quoted item for the period ending September 30th, 2022 and, in other instances, October 7th, 2022. Market … Continued
The following commentary represents the opinions and analysis of Doug Nelson, Portfolio Manager and Founder, Nelson Portfolio Management Corp. as of July 3rd, 2022. Market and index returns noted below are based on the price changes for each quoted item for the period ending June 30th, 2022. Market Statistics: Source: https://ycharts.com “The S&P 500 index … Continued
