Kelly Dixon Portfolio
Invests via Cannon Financial Strategists, Inc. | Managed by Jeff Young
Invests via Cannon Financial Strategists, Inc.
Managed by Jeff Young
Automatically Tracked
Kelly Dixon Profile
Veteran digital-media operator and growth investor focused on scaling subscription and direct-to-consumer businesses. Kelly Dixon combines senior operating experience with board-level oversight, leading product, go-to-market and M&A initiatives across consumer tech and content businesses. Active in later-stage venture and private-equity-backed rollups, advisors and strategic acquisitions, with a track record of driving recurring revenue expansion and operational improvements.
Veteran digital-media operator and growth investor focused on scaling subscription and direct-to-consumer businesses. Kelly Dixon combines senior operating experience with board-level oversight, leading product, go-to-market and M&A initiatives across consumer tech and content businesses. Active in later-stage venture and private-equity-backed rollups, advisors and strategic acquisitions, with a track record of driving recurring revenue expansion and operational improvements.
Investment Philosophy & Strategy
Focuses on scaling subscription and direct-to-consumer businesses through an operator-investor lens, prioritizing recurring revenue expansion, retention improvement and unit economics optimization. Emphasizes product-led growth, repeatable go-to-market motions and M&A-driven consolidation—deploying capital into later-stage growth, PE-backed rollups and strategic tuck-ins that accelerate revenue synergies. Decision-making is metrics-driven (LTV/CAC, ARPU, churn) with an operational playbook for margin expansion and customer lifecycle management. Time horizon is medium-to-long, blending active board oversight with hands-on integration to de-risk scaling and unlock multiples.
Focuses on scaling subscription and direct-to-consumer businesses through an operator-investor lens, prioritizing recurring revenue expansion, retention improvement and unit economics optimization. Emphasizes product-led growth, repeatable go-to-market motions and M&A-driven consolidation—deploying capital into later-stage growth, PE-backed rollups and strategic tuck-ins that accelerate revenue synergies. Decision-making is metrics-driven (LTV/CAC, ARPU, churn) with an operational playbook for margin expansion and customer lifecycle management. Time horizon is medium-to-long, blending active board oversight with hands-on integration to de-risk scaling and unlock multiples.
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:
76.71%
Gain +0.05%
Monthly
0.83%
Yearly
10.49%
Drawdown
16.17%
$877.22M
Equity
Holdings
$877.22M
Investment
$684.79M
$417.68M
Profit +$309,844.37
Realized
$225.25M
Unrealized
$192.43M
Dividends
$76.49M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$309,844.37
Win %
58%
This Week
Compared To Last Week
Gain
0.42%
Profit
$3.71M
Win %
58%
This Month
Compared to last month
Gain
1.18%
Profit
$10.21M
Win %
58%
This Year
Compared to last year
Gain
-0.17%
Profit
-$1.44M
Win %
60%
BEAT HeartBeam Inc.
+15.98%
+$4,265.38 
GLW Corning Incorporated
+4.38%
+$13,648.44 
PSX Phillips 66
+3.48%
+$35,773.36 
MU Micron Technology, Inc.
+3.03%
+$13,589.88 
IBM International Business Machines Corporation
+2.61%
+$9,878.56 
SGC Superior Group of Companies, Inc.
+2.13%
+$3,237.84 
CAT Caterpillar Inc.
+1.92%
+$10,036.2 
ETN Eaton Corporation plc
+1.85%
+$12,179.96 
ROK Rockwell Automation, Inc.
+1.61%
+$8,901.36 
CVX Chevron Corporation
+1.45%
+$6,813.92 
KMI Kinder Morgan, Inc.
+1.29%
+$5,902.65 
VLUE iShares MSCI USA Value Factor ETF
+1.22%
+$45,571.02 
NVDA NVIDIA Corporation
+1.13%
+$5,415.69 
XLK State Street Technology Select Sector SPDR ETF
+1.08%
+$2,764.48 
HSY The Hershey Company
+1.07%
+$2,966.88 
IJH iShares Core S&P Mid-Cap ETF
+1.03%
+$2,106.11 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.02%
+$7,475.77 
DFSV Dimensional US Small Cap Value ETF
+1.01%
+$3,088.64 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.91%
+$145,840 
DAL Delta Air Lines, Inc.
+0.83%
+$1,747.77 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.82%
+$840,955.92 
AVLV Avantis U.S. Large Cap Value ETF
+0.78%
+$796,888.99 
VBK Vanguard Small-Cap Growth ETF
+0.76%
+$1,999.37 
JPM JPMorgan Chase & Co.
+0.76%
+$4,030 
SO The Southern Company
+0.71%
+$9,984.19 
XOM Exxon Mobil Corporation
+0.69%
+$7,447.83 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$1,408.78 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.62%
+$49,718.91 
PHYS Sprott Physical Gold Trust
+0.61%
+$2,912.13 
DOV Dover Corporation
+0.56%
+$1,755.6 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$13,218.9 
IWN iShares Russell 2000 Value ETF
+0.55%
+$1,467.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.54%
+$1,899.7 
COST Costco Wholesale Corporation
+0.51%
+$3,357.28 
GLD SPDR Gold Shares
+0.51%
+$2,233.01 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.5%
+$4,503.2 
UPS United Parcel Service, Inc.
+0.5%
+$1,161.57 
RSP Invesco S&P 500 Equal Weight ETF
+0.48%
+$1,728.59 
CEF Sprott Physical Gold and Silver Trust
+0.47%
+$2,784.99 
TXN Texas Instruments Inc
+0.44%
+$1,665.3 
FSMB First Trust Short Duration Managed Municipal ETF
+0.36%
+$889.42 
DFLV Dimensional US Large Cap Value ETF
+0.35%
+$6,541.08 
AER AerCap Holdings N.V.
+0.33%
+$847.88 
WMT Walmart Inc.
+0.33%
+$2,571.76 
IWF iShares Russell 1000 Growth ETF
+0.33%
+$8,147.11 
CGMU Capital Group Municipal Income ETF
+0.31%
+$24,462.72 
EFIV SPDR S&P 500 ESG ETF
+0.28%
+$1,208.56 
VTV Vanguard Value ETF
+0.28%
+$3,434.9 
WFC Wells Fargo & Company
+0.28%
+$810 
CGSM Capital Group Short Duration Municipal Income ETF
+0.27%
+$9,584.33 
TMB Thornburg Multi-Sector Bond ETF
+0.27%
+$10,193.4 
SCHX Schwab U.S. Large-Cap ETF
+0.27%
+$617.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.27%
+$70,857.27 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.25%
+$22,134.45 
TIP iShares TIPS Bond ETF
+0.24%
+$6,376.47 
MUB iShares National Muni Bond ETF
+0.23%
+$5,951.37 
IUSG iShares Core S&P U.S. Growth ETF
+0.23%
+$990 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.23%
+$255,983.69 
CGSD Capital Group Short Duration Income ETF
+0.22%
+$6,109.68 
CGCP Capital Group Core Plus Income ETF
+0.21%
+$958.82 
IVV iShares Core S&P 500 ETF
+0.2%
+$6,812.23 
VOO Vanguard S&P 500 ETF
+0.2%
+$5,881.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$883.26 
VTEB Vanguard Tax-Exempt Bond ETF
+0.19%
+$5,644.35 
SPY SPDR S&P 500 ETF Trust
+0.18%
+$4,103.28 
CGCB Capital Group Core Bond ETF
+0.18%
+$30,234.65 
IWV ISHARES RUSSELL 3000 ETF
+0.17%
+$520.56 
SPIP SPDR Portfolio TIPS ETF
+0.16%
+$49,151.56 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.14%
+$4,347.54 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$561.88 
VUG Vanguard Growth ETF
+0.09%
+$33,647.93 
IWD iShares Russell 1000 Value ETF
+0.08%
+$203.01 
DFAE Dimensional Emerging Core Equity Market ETF
+0.06%
+$1,716.1 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$201.31 
KO The Coca-Cola Company
+0.05%
+$2,483.32 
GE General Electric Company
+0.02%
+$44.38 
AVEM Avantis Emerging Markets Equity ETF
+0.01%
+$3,218.3 
TTRX Turn Therapeutics Inc.
-6.95%
-$10,000 
AMGN Amgen Inc.
-3.38%
-$17,458.24 
NFLX Netflix, Inc.
-2.49%
-$7,176.04 
MPT Medical Properties Trust, Inc.
-2.46%
-$1,700 
JNJ Johnson & Johnson
-2.28%
-$19,642.05 
ABT Abbott Laboratories
-2.17%
-$9,418.69 
AVGO Broadcom Inc.
-2.1%
-$15,112.55 
RYTM Rhythm Pharmaceuticals Inc.
-1.89%
-$18,000 
SPCX Space Exploration Technologies Corp. Class A
-1.83%
-$5,108.76 
GOOG Alphabet Inc
-1.72%
-$9,159.11 
EFV iShares MSCI EAFE Value ETF
-1.59%
-$3,444.84 
GIS General Mills, Inc.
-1.55%
-$5,220 
PFE Pfizer Inc.
-1.4%
-$4,356.8 
DFIS Dimensional International Small Cap ETF
-1.12%
-$4,518.99 
MRK Merck & Co., Inc.
-1.04%
-$6,505.41 
LOW Lowe's Companies Inc.
-1.03%
-$1,794.57 
DFAI Dimensional International Core Equity Market ETF
-0.91%
-$2,274.75 
DFIC Dimensional International Core Equity Market ETF
-0.89%
-$1.21M 
PG Procter & Gamble Co
-0.89%
-$9,686.61 
AVDE Avantis International Equity ETF
-0.85%
-$207,780.65 
PEP PepsiCo, Inc.
-0.85%
-$1,939.68 
SCHF Schwab International Equity ETF
-0.78%
-$2,056.91 
AAPL Apple Inc.
-0.77%
-$12,489.85 
HD The Home Depot, Inc.
-0.71%
-$7,623.93 
USB U.S. Bancorp
-0.64%
-$1,423.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.64%
-$114,687.46 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.64%
-$7,795.84 
ABBV AbbVie Inc.
-0.63%
-$13,808.85 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.63%
-$1,544.25 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.6%
-$2,273.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$11,419 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.58%
-$9,236.48 
LLY Eli Lilly and Company
-0.58%
-$2,377.09 
VEU Vanguard FTSE All-World ex-US ETF
-0.54%
-$1,775.7 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,753.76 
USRT iShares Core U.S. REIT ETF
-0.53%
-$68,980.27 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.5%
-$20,217.91 
VWO Vanguard FTSE Emerging Markets ETF
-0.48%
-$5,326.36 
EFG iShares MSCI EAFE Growth ETF
-0.43%
-$9,848.8 
RTX RTX Corporation
-0.36%
-$3,059.22 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.31%
-$3,058.35 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.29%
-$4,120.76 
ICSH iShares Short Treasury Bond ETF
-0.29%
-$27,056.71 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.28%
-$4,128.41 
WPM Wheaton Precious Metals Corp.
-0.26%
-$661.15 
IBTH iShares iBonds Dec 2027 Term
-0.25%
-$3,573.18 
DUK Duke Energy Corporation
-0.22%
-$1,527.21 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.21%
-$10,320.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.18%
-$768.56 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.15%
-$337.32 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.12%
-$1,426.56 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$48,759.27 
VT Vanguard Total World Stock ETF
-0.07%
-$185.35 
MS Morgan Stanley
-0.03%
-$57.05 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.01%
-$362.06 
MSFT Microsoft Corp.
-0.01%
-$341.69 Events
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Dividends
Dividend Analysis
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| Trades 1936 | Longs Won 1113/1936 57% | Profit Factor 2.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.14M |
| Average Win $702,846.28 | Best Trade (Mar 30) $122.59M | Sharpe Ratio -9.92 |
| Average Loss -$443,000.17 | Worst Trade (Jun 29) -$139.83M | Z-Score -9.38 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $215,743.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 0.61% | 4.12% | 22.18% |
| Consecutive Losing Trades | 1,980 | 1,782 | 1,584 | 1,386 | 1,188 | 990 | 792 | 594 | 396 | 198 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,898 | $1.2M | $1.62M | - | $420,885.97 | 35.14% | -0.766% |
| ABBV AbbVie Inc. | 8,369 | $1.71M | $2.18M | - | $467,604.8 | 27.38% | -0.631% |
| ABT Abbott Laboratories | 4,391 | $483,673.39 | $424,521.88 | - | -$59,151.51 | -12.23% | -2.171% |
| AER AerCap Holdings N.V. | 1,804 | $211,068 | $259,757.96 | - | $48,689.96 | 23.07% | +0.327% |
| AMGN Amgen Inc. | 1,226 | $331,786.84 | $499,313.02 | - | $167,526.18 | 50.49% | -3.378% |
| AVDE Avantis International Equity ETF | 269,845 | $17.44M | $24.11M | - | $6.67M | 38.24% | -0.855% |
| AVEM Avantis Emerging Markets Equity ETF | 321,733 | $18.8M | $30.25M | - | $11.45M | 60.88% | +0.011% |
| AVGO Broadcom Inc. | 2,045 | $772,499 | $703,071 | - | -$69,428 | -8.99% | -2.104% |
| AVLV Avantis U.S. Large Cap Value ETF | 1.13M | $74.17M | $103.02M | - | $28.86M | 38.91% | +0.78% |
| BEAT HeartBeam Inc. | 72,788 | $153,377.5 | $30,949.46 | - | -$122,428.04 | -79.82% | +15.985% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 696,561 | $52.99M | $50.7M | - | -$2.29M | -4.32% | -0.096% |
| BRK-B Berkshire Hathaway Inc. | 4,755 | $2.05M | $2.38M | - | $327,920.85 | 15.97% | +0.558% |
| CAT Caterpillar Inc. | 645 | $686,861 | $532,995.75 | - | -$153,865.25 | -22.4% | +1.919% |
| CEF Sprott Physical Gold and Silver Trust | 14,282 | $417,974.96 | $596,059.27 | - | $178,084.31 | 42.61% | +0.469% |
| CGCB Capital Group Core Bond ETF | 671,881 | $17.47M | $16.81M | - | -$654,131.35 | -3.74% | +0.18% |
| CGCP Capital Group Core Plus Income ETF | 21,307 | $475,987.58 | $452,028 | - | -$23,959.58 | -5.03% | +0.213% |
| CGMU Capital Group Municipal Income ETF | 305,784 | $8.35M | $7.96M | - | -$395,732.44 | -4.74% | +0.308% |
| CGSD Capital Group Short Duration Income ETF | 111,085 | $2.87M | $2.81M | - | -$56,336.47 | -1.96% | +0.218% |
| CGSM Capital Group Short Duration Municipal Income ETF | 136,919 | $3.61M | $3.53M | - | -$82,841.18 | -2.29% | +0.272% |
| COST Costco Wholesale Corporation | 722 | $671,768.87 | $660,622.78 | - | -$11,146.09 | -1.66% | +0.511% |
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FAQ
Which stocks have generated the highest profits for Kelly Dixon?
The largest contributions to the portfolio's profits come from the following stocks: United Rentals, Inc - $123.94M, AbbVie Inc - $75.33M, S&P Global Inc - $63.21M, SPDR S&P 600 Small Cap Value ETF - $19.06M, and McDonald's Corporation - $18.5M. 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: Alphabet Inc - $139.86M, Zoetis Inc - $25.28M, Sysco Corporation - $19.21M, Scotts Miracle-Gro Co - $13.63M, and Crown Castle Inc - $11.54M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kelly Dixon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $76.49M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $7.67M, SPDR S&P 600 Small Cap Value ETF - $5.34M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $5.2M, AbbVie Inc - $4.18M, and SPDR Portfolio TIPS ETF - $3.57M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kelly Dixon's monthly returns?
Kelly Dixon'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 Kelly Dixon's strategy be considered aggressive or moderate?
Kelly Dixon's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kelly Dixon's strategy?
Kelly Dixon's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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