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:
83.38%
Gain -0.34%
Monthly
0.88%
Yearly
11.13%
Drawdown
16.17%
$895.21M
Equity
Holdings
$895.21M
Investment
$684.79M
$435.67M
Profit -$2.28M
Realized
$225.25M
Unrealized
$210.42M
Dividends
$73.59M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$2.28M
Win %
67%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$2.28M
Win %
67%
This Month
Compared to last month
Gain
2.7%
Profit
$23.54M
Win %
67%
This Year
Compared to last year
Gain
1.88%
Profit
$16.55M
Win %
68%
SPCX Space Exploration Technologies Corp. Class A
+15.82%
+$33,653.59 
TTRX Turn Therapeutics Inc.
+8.32%
+$8,000 
WPM Wheaton Precious Metals Corp.
+7.2%
+$17,038.8 
GLW Corning Incorporated
+5.41%
+$17,258.3 
RYTM Rhythm Pharmaceuticals Inc.
+3.19%
+$35,700.02 
CEF Sprott Physical Gold and Silver Trust
+2.95%
+$17,852.5 
TXN Texas Instruments Inc
+2.76%
+$10,483.2 
BEAT HeartBeam Inc.
+2.69%
+$997.2 
MPT Medical Properties Trust, Inc.
+2.61%
+$2,400 
VBK Vanguard Small-Cap Growth ETF
+2.46%
+$6,771.28 
NVDA NVIDIA Corporation
+2.28%
+$10,434.07 
GIS General Mills, Inc.
+2.27%
+$8,560.8 
GLD SPDR Gold Shares
+2.27%
+$10,227.88 
LOW Lowe's Companies Inc.
+2.25%
+$4,659.26 
PFE Pfizer Inc.
+2.1%
+$5,990.6 
PHYS Sprott Physical Gold Trust
+2.06%
+$10,192.45 
HD The Home Depot, Inc.
+1.74%
+$23,023.55 
AVGO Broadcom Inc.
+1.65%
+$14,222.93 
IBM International Business Machines Corporation
+1.59%
+$6,402.12 
AMGN Amgen Inc.
+1.51%
+$7,515.38 
EFG iShares MSCI EAFE Growth ETF
+1.47%
+$34,660.2 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$3,442.56 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$2,954.22 
UPS United Parcel Service, Inc.
+1.24%
+$3,197.44 
MS Morgan Stanley
+1.18%
+$2,875.32 
DFIS Dimensional International Small Cap ETF
+1.14%
+$4,686.36 
AVDE Avantis International Equity ETF
+1.1%
+$275,241.9 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$2,851.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$17,571.84 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$13,155.48 
DFIC Dimensional International Core Equity Market ETF
+1.06%
+$1.48M 
SCHF Schwab International Equity ETF
+1.04%
+$2,774.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$20,325.82 
VEU Vanguard FTSE All-World ex-US ETF
+1.02%
+$3,393.56 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.01%
+$41,528.68 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.99%
+$4,416.3 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.96%
+$166,257.6 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$24,025.4 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$22,255.52 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.89%
+$976,112.55 
JNJ Johnson & Johnson
+0.88%
+$7,317 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$9,718.28 
VT Vanguard Total World Stock ETF
+0.86%
+$2,308.43 
ABBV AbbVie Inc.
+0.83%
+$16,905.38 
VUG Vanguard Growth ETF
+0.8%
+$281,059.18 
DUK Duke Energy Corporation
+0.78%
+$5,779.39 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.78%
+$6,150.37 
EFV iShares MSCI EAFE Value ETF
+0.76%
+$1,695.08 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$1,705.74 
IWV ISHARES RUSSELL 3000 ETF
+0.75%
+$2,378.68 
IWN iShares Russell 2000 Value ETF
+0.75%
+$2,125.19 
VLUE iShares MSCI USA Value Factor ETF
+0.73%
+$26,928.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$193,962.33 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$1,659.15 
IUSG iShares Core S&P U.S. Growth ETF
+0.7%
+$3,060 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$2,597.19 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$767,958.39 
AVEM Avantis Emerging Markets Equity ETF
+0.68%
+$199,474.46 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.67%
+$59,667.56 
IVV iShares Core S&P 500 ETF
+0.6%
+$20,219.65 
VOO Vanguard S&P 500 ETF
+0.59%
+$17,707.03 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$13,461.12 
NFLX Netflix, Inc.
+0.58%
+$1,783.64 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.58%
+$5,741.58 
IWD iShares Russell 1000 Value ETF
+0.57%
+$1,492.05 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$48,337.8 
EFIV SPDR S&P 500 ESG ETF
+0.53%
+$2,301.99 
USRT iShares Core U.S. REIT ETF
+0.45%
+$63,674.1 
DFSV Dimensional US Small Cap Value ETF
+0.44%
+$1,446.78 
VTV Vanguard Value ETF
+0.43%
+$5,377.6 
PEP PepsiCo, Inc.
+0.42%
+$1,045.28 
VNQ Vanguard Real Estate ETF
+0.41%
+$2,294.79 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$7,008.3 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.34%
+$875.08 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$2,119.82 
JPM JPMorgan Chase & Co.
+0.33%
+$1,886.06 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$1,130.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.3%
+$57,343.73 
AAPL Apple Inc.
+0.29%
+$4,506.16 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$8,780.1 
CGCB Capital Group Core Bond ETF
+0.27%
+$47,031.67 
MUB iShares National Muni Bond ETF
+0.27%
+$7,217.62 
KO The Coca-Cola Company
+0.24%
+$11,312.92 
CGCP Capital Group Core Plus Income ETF
+0.23%
+$1,065.33 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$118,415.37 
TIP iShares TIPS Bond ETF
+0.21%
+$5,611.22 
SPIP SPDR Portfolio TIPS ETF
+0.2%
+$61,438.22 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.2%
+$6,159.16 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$864.63 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.19%
+$9,288.63 
CGMU Capital Group Municipal Income ETF
+0.18%
+$15,289.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.18%
+$192,157.63 
USB U.S. Bancorp
+0.18%
+$442.52 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.17%
+$5,286.08 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.17%
+$365.43 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.16%
+$634.5 
MRK Merck & Co., Inc.
+0.16%
+$858.84 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.14%
+$1,664.32 
CGSM Capital Group Short Duration Municipal Income ETF
+0.13%
+$4,792.16 
CGSD Capital Group Short Duration Income ETF
+0.12%
+$3,332.55 
DOV Dover Corporation
+0.11%
+$401.28 
FSMB First Trust Short Duration Managed Municipal ETF
+0.11%
+$279.53 
ETN Eaton Corporation plc
+0.11%
+$736.34 
IBTH iShares iBonds Dec 2027 Term
+0.09%
+$1,299.34 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$1,177.36 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$5,597.94 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$123.88 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$203.89 
MSFT Microsoft Corp.
+0.01%
+$205.07 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
AER AerCap Holdings N.V.
-2.31%
-$6,458.34 
CAT Caterpillar Inc.
-1.72%
-$9,500.88 
CVX Chevron Corporation
-1.42%
-$6,169.36 
KMI Kinder Morgan, Inc.
-1.41%
-$6,659.4 
XOM Exxon Mobil Corporation
-1.22%
-$12,489.88 
GE General Electric Company
-1.2%
-$2,853 
GOOG Alphabet Inc
-0.91%
-$5,035.55 
PG Procter & Gamble Co
-0.82%
-$9,048.34 
PSX Phillips 66
-0.79%
-$6,559.12 
DAL Delta Air Lines, Inc.
-0.72%
-$1,671.78 
LLY Eli Lilly and Company
-0.58%
-$2,428.43 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$13,361.55 
MU Micron Technology, Inc.
-0.44%
-$1,646.1 
HSY The Hershey Company
-0.41%
-$1,324.51 
WFC Wells Fargo & Company
-0.41%
-$1,278 
SGC Superior Group of Companies, Inc.
-0.35%
-$599.6 
WMT Walmart Inc.
-0.22%
-$1,891 
SO The Southern Company
-0.21%
-$3,413.4 
ROK Rockwell Automation, Inc.
-0.19%
-$1,052.43 
COST Costco Wholesale Corporation
-0.14%
-$981.95 
ABT Abbott Laboratories
-0.14%
-$658.65 
RTX RTX Corporation
-0.12%
-$1,232.82 
TMB Thornburg Multi-Sector Bond ETF
-0.02%
-$918.32 Events
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Dividends
Dividend Analysis
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| Trades 1936 | Longs Won 1156/1936 59% | Profit Factor 2.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.15M |
| Average Win $687,527.98 | Best Trade (Mar 30) $122.59M | Sharpe Ratio -9.92 |
| Average Loss -$460,405.12 | Worst Trade (Jun 29) -$139.83M | Z-Score -6.8 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 3d | Expectancy $225,034.27 |
| 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% | 0.04% | 0.46% | 3.43% | 20.33% |
| Consecutive Losing Trades | 1,946 | 1,751 | 1,556 | 1,362 | 1,167 | 973 | 778 | 584 | 389 | 195 |
Hover over the desired column for a detailed explanation.
Returns
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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 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 - $18.53M, 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 $73.59M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $7.01M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $5M, SPDR S&P 600 Small Cap Value ETF - $4.81M, AbbVie Inc - $4.18M, and SPDR Portfolio TIPS ETF - $3.54M. 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.
