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:
39.89%
Gain 0%
Monthly
0.44%
Yearly
5.4%
Drawdown
15%
$837.86M
Equity
Holdings
$837.86M
Investment
$644.06M
$327.81M
Profit +$46,946.3
Realized
$134.02M
Unrealized
$193.79M
Dividends
$68.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$46,946.3
Win %
71%
This Week
Compared To Last Week
Gain
0.01%
Profit
$46,946.3
Win %
71%
This Month
Compared to last month
Gain
-0.17%
Profit
-$1.43M
Win %
71%
This Year
Compared to last year
Gain
7.96%
Profit
$62.88M
Win %
71%
WPM Wheaton Precious Metals Corp.
+3.05%
+$6,498.16 
SGC Superior Group of Companies, Inc.
+3.04%
+$4,916.72 
KGC Kinross Gold Corporation
+2.9%
+$4,745.52 
T AT&T Inc.
+2.52%
+$5,008.3 
JPM JPMorgan Chase & Co.
+2.31%
+$11,647.55 
GIS General Mills, Inc.
+2.04%
+$6,047.85 
KMI Kinder Morgan, Inc.
+1.85%
+$8,810.2 
AER AerCap Holdings N.V.
+1.52%
+$6,300.03 
UBSI United Bankshares, Inc.
+1.49%
+$3,350 
NEE NextEra Energy, Inc.
+1.35%
+$2,512.75 
TXN Texas Instruments Inc
+1.35%
+$5,487.29 
ABBV AbbVie Inc.
+1.32%
+$12,337.28 
IWN iShares Russell 2000 Value ETF
+1.17%
+$3,187.8 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.1%
+$187,830.72 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$1.18M 
JNJ Johnson & Johnson
+1.07%
+$6,990.08 
IWD iShares Russell 1000 Value ETF
+0.98%
+$2,385.25 
USRT iShares Core U.S. REIT ETF
+0.94%
+$129,603.56 
VTV Vanguard Value ETF
+0.94%
+$11,241.9 
VNQ Vanguard Real Estate ETF
+0.92%
+$5,972.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,267.98 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$70,930.76 
PG Procter & Gamble Co
+0.86%
+$9,536.43 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$15,349.95 
RYTM Rhythm Pharmaceuticals Inc.
+0.82%
+$7,200 
EFIV SPDR S&P 500 ESG ETF
+0.81%
+$3,337.9 
SO The Southern Company
+0.78%
+$13,441.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$8,380.39 
CVX Chevron Corporation
+0.75%
+$3,226.98 
HD The Home Depot, Inc.
+0.73%
+$9,039.24 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$734,572.15 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$16,452.3 
COST Costco Wholesale Corporation
+0.68%
+$1,844.81 
DUK Duke Energy Corporation
+0.63%
+$5,360.94 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$3,856.14 
AVDE Avantis International Equity ETF
+0.59%
+$138,943.21 
DFIS Dimensional International Small Cap ETF
+0.57%
+$2,339.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$145,059.02 
IVV iShares Core S&P 500 ETF
+0.55%
+$17,779.33 
VOO Vanguard S&P 500 ETF
+0.55%
+$15,646.45 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$12,408.87 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,192.5 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$1,597.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$44,312.26 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,038.92 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$13,495.13 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$1,379.67 
HSY The Hershey Company
+0.45%
+$1,448.12 
GOOG Alphabet Inc
+0.45%
+$2,494.4 
WMT Walmart Inc.
+0.45%
+$4,098.61 
VT Vanguard Total World Stock ETF
+0.44%
+$1,107.7 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$1,079.46 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$552,882.91 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$134,329.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$424,081.92 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$15,024 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$16,552.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$7,770.36 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,302.18 
ROK Rockwell Automation, Inc.
+0.38%
+$2,219 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$1,465.22 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$4,969.2 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.34%
+$3,959.67 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$905.97 
AMGN Amgen Inc.
+0.32%
+$1,397.65 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$3,651.11 
SCHF Schwab International Equity ETF
+0.29%
+$768.88 
XOM Exxon Mobil Corporation
+0.28%
+$2,714.1 
PHYS Sprott Physical Gold Trust
+0.19%
+$919.62 
VUG Vanguard Growth ETF
+0.18%
+$59,188.5 
NVDA NVIDIA Corporation
+0.16%
+$575.68 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$487.04 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.12%
+$304.5 
KO The Coca-Cola Company
+0.11%
+$4,966.65 
MSFT Microsoft Corp.
+0.1%
+$1,014.77 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$16,998.84 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$810.72 
GLD SPDR Gold Shares
+0.06%
+$254.54 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$631.53 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$954.35 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$831.52 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$112.14 
TIP iShares TIPS Bond ETF
+0.01%
+$157.39 
BEAT HeartBeam Inc.
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$9,950.18 
ABT Abbott Laboratories
-1.64%
-$6,413.61 
AAPL Apple Inc.
-1.52%
-$20,038.5 
MRK Merck & Co., Inc.
-1.42%
-$7,161.47 
IBM International Business Machines Corporation
-0.95%
-$3,199.88 
UPS United Parcel Service, Inc.
-0.51%
-$1,373.9 
MPT Medical Properties Trust, Inc.
-0.2%
-$200 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$65,746.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$574.23 
LOW Lowe's Companies Inc.
-0.12%
-$264.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$2,331.88 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$2,342.46 
SPIP SPDR Portfolio TIPS ETF
-0.08%
-$23,054.34 
CGCB Capital Group Core Bond ETF
-0.08%
-$14,042.72 
CGMU Capital Group Municipal Income ETF
-0.07%
-$2,979.48 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$210.5 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$2,042.1 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.04%
-$549.58 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$63.54 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$78.98 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$322.92 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$389.08 
MUB iShares National Muni Bond ETF
-0.01%
-$286.22 Events
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Dividends
Dividend Analysis
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| Trades 1830 | Longs Won 765/1830 41% | Profit Factor 6.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.26M |
| Average Win $506,155.86 | Best Trade (Mar 31) $71.17M | Sharpe Ratio -8.93 |
| Average Loss -$55,770.45 | Worst Trade (Mar 31) -$19.32M | Z-Score -10.76 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 5d | Expectancy $179,133.17 |
| 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% | <0.01% | <0.01% | <0.01% | 0.21% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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Returns
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Option values are updated at end of day.
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