Benjamin Cannon Portfolio
Invests via Tillman Hartley LLC | Managed by Kevin Schwall, Benjamin (Ben) Cannon, Mike Lambert
Invests via Tillman Hartley LLC
Managed by Kevin Schwall, Benjamin (Ben) Cannon, Mike Lambert
Automatically Tracked
Benjamin Cannon Profile
With a diverse entrepreneurial background, Benjamin Cannon is recognized for his impactful ventures in the technology and innovation sectors. His expertise encompasses founding startups that focus on leveraging cutting-edge solutions to address market inefficiencies. Through strategic vision and leadership, he has driven growth and established partnerships that enhance competitive positioning within dynamic markets. As an influential figure in business development, Cannon remains deeply engaged with emerging trends, often guiding fellow entrepreneurs toward sustainable practices. His ability to navigate complex market landscapes positions him as a key player in fostering entrepreneurship and technological advancement.
With a diverse entrepreneurial background, Benjamin Cannon is recognized for his impactful ventures in the technology and innovation sectors. His expertise encompasses founding startups that focus on leveraging cutting-edge solutions to address market inefficiencies. Through strategic vision and leadership, he has driven growth and established partnerships that enhance competitive positioning within dynamic markets. As an influential figure in business development, Cannon remains deeply engaged with emerging trends, often guiding fellow entrepreneurs toward sustainable practices. His ability to navigate complex market landscapes positions him as a key player in fostering entrepreneurship and technological advancement.
Investment Philosophy & Strategy
In the rapidly evolving landscape of technology, strategic foresight is paramount. Benjamin Cannon leverages his entrepreneurial acumen to identify transformative opportunities that challenge conventional norms. His investment approach focuses on fostering innovation and addressing market gaps through startups poised for scalable growth. By emphasizing collaboration within emerging ecosystems, he cultivates a network that accelerates success while encouraging sustainable practices. This proactive stance not only enhances competitive edges but also drives long-term value creation in disruptive markets.
In the rapidly evolving landscape of technology, strategic foresight is paramount. Benjamin Cannon leverages his entrepreneurial acumen to identify transformative opportunities that challenge conventional norms. His investment approach focuses on fostering innovation and addressing market gaps through startups poised for scalable growth. By emphasizing collaboration within emerging ecosystems, he cultivates a network that accelerates success while encouraging sustainable practices. This proactive stance not only enhances competitive edges but also drives long-term value creation in disruptive markets.
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:
52.34%
Gain +2.59%
Monthly
1.16%
Yearly
14.81%
Drawdown
15.74%
$461.41M
Equity
Holdings
$461.41M
Investment
$335.32M
$146.05M
Profit +$8.78M
Realized
$19.96M
Unrealized
$126.09M
Dividends
$25.29M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.59%
Profit
$8.78M
Win %
81%
This Week
Compared To Last Week
Gain
1.94%
Profit
$8.78M
Win %
81%
This Month
Compared to last month
Gain
1.99%
Profit
$8.98M
Win %
81%
This Year
Compared to last year
Gain
2.09%
Profit
$9.44M
Win %
82%
AMD Advanced Micro Devices, Inc.
+2.21%
+$4,188.22 
AVGO Broadcom Inc.
+1.54%
+$8,500.8 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$105,158.2 
AAPL Apple Inc.
+0.45%
+$10,074.38 
ADI Analog Devices, Inc.
+0.45%
+$925.11 
GOOG Alphabet Inc
+0.43%
+$3,462.7 
DFAR Dimensional US Real Estate ETF
+0.34%
+$10,951.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.27%
+$7,939.25 
DFUS Dimensional U.S. Equity Market ETF
+0.26%
+$31,256.5 
DFGR Dimensional Global Real Estate ETF
+0.2%
+$418.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$131,797.2 
AVDV Avantis International Small Cap Value ETF
+0.11%
+$3,402.18 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$4,316.06 
DFLV Dimensional US Large Cap Value ETF
+0.06%
+$302.27 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$439.47 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVIG Avantis Core Fixed Income ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EMR Emerson Electric Co.
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MMM 3M Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
ORCL Oracle Corporation
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.6%
-$293,305.38 
DFAE Dimensional Emerging Core Equity Market ETF
-3.12%
-$138,622.44 
DFSU Dimensional US Sustainability Core 1 ETF
-2.98%
-$24,833.6 
AVDS Avantis International Small Cap Equity ETF
-2.77%
-$7,890.9 
DFIS Dimensional International Small Cap ETF
-2.7%
-$348,810.18 
AVSC Avantis U.S. Small Cap Equity ETF
-2.6%
-$51,436.43 
MU Micron Technology, Inc.
-2.6%
-$5,336 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-2.59%
-$146,996.71 
AVUS Avantis U.S. Equity ETF
-2.46%
-$139,545.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$8,407.8 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$5,143.43 
UNH UnitedHealth Group Incorporated
-2.13%
-$8,165.4 
DFSI Dimensional International Sustainability Core 1 ETF
-2.07%
-$6,530.04 
DISV Dimensional International Small Cap Equity Fund
-1.97%
-$96,533.65 
VTV Vanguard Value ETF
-1.8%
-$38,501.3 
DFAT Dimensional US Targeted Value ETF
-1.79%
-$428,183.54 
DFIC Dimensional International Core Equity Market ETF
-1.78%
-$253,193.43 
DFUV Dimensional US Marketwide Value ETF
-1.77%
-$702,050 
IWN iShares Russell 2000 Value ETF
-1.71%
-$15,263.97 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$154,532.66 
DFSV Dimensional US Small Cap Value ETF
-1.59%
-$5,892.48 
AVLV Avantis U.S. Large Cap Value ETF
-1.52%
-$100,526.06 
GOOGL Alphabet Inc
-1.29%
-$19,763.6 
INTC Intel Corporation
-1.24%
-$4,863.74 
AVGE FRCL 3 2022Q3 Hb Float
-1.2%
-$2,723.72 
JNJ Johnson & Johnson
-1.03%
-$5,314.7 
ABBV AbbVie Inc.
-0.97%
-$7,048.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$2,014.98 
JPM JPMorgan Chase & Co.
-0.82%
-$7,829.19 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.72%
-$1,512 
DFCF Dimensional Core Fixed Income ETF
-0.72%
-$222,694.2 
IYR iShares U.S. Real Estate ETF
-0.72%
-$2,397.12 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.71%
-$3,325.88 
AXP American Express Company
-0.65%
-$1,755.6 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.47%
-$2,201.64 
DFIV Dimensional International Value ETF
-0.43%
-$53,762.25 
DLS WisdomTree International SmallCap Dividend Fund
-0.4%
-$2,290.65 
VB Vanguard Small-Cap ETF
-0.37%
-$7,734.63 
AVSF Avantis Short-Term Fixed Income ETF
-0.34%
-$9,028.8 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.34%
-$64,884.8 
WMT Walmart Inc.
-0.33%
-$758.13 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$4,632.2 
DFNM Dimensional National Municipal Bond ETF
-0.31%
-$15,903.3 
KO The Coca-Cola Company
-0.31%
-$999 
AVIV Avantis International Large Cap Value ETF
-0.31%
-$9,612.5 
CMF iShares California Muni Bond ETF
-0.27%
-$2,868.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$780.14 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$17,128.1 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$7,700.9 
MUB iShares National Muni Bond ETF
-0.15%
-$314.88 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.15%
-$8,161.87 
AMZN Amazon.com Inc
-0.14%
-$1,850.11 
PM Philip Morris International Inc.
-0.14%
-$440.94 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$23,947.14 
NVDA NVIDIA Corporation
-0.1%
-$704.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$3,335.97 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 758/907 83% | Profit Factor 62.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $195,820.16 | Best Trade (Aug 10) $35.26M | Sharpe Ratio -10.33 |
| Average Loss -$15,954.75 | Worst Trade (Sep 29) -$180,986 | Z-Score 25.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 1d | Expectancy $161,030.23 |
| 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% | 0.02% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Benjamin Cannon?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $5.94M, Dimensional US Marketwide Value ETF - $3.86M, Dimensional Core Fixed Income ETF - $2.99M, Dimensional International Value ETF - $2.8M, and Dimensional US Targeted Value ETF - $2M. 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: Pfizer Inc - $158,421.1, The Walt Disney Company - $144,067.5, UnitedHealth Group Incorporated - $64,617.45, Tesla, Inc - $41,870.25, and Meta Platforms Inc Class A - $36,067.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Benjamin Cannon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.29M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $2.94M, Dimensional U.S. Core Equity 2 ETF - $2.37M, Dimensional US Marketwide Value ETF - $1.89M, Dimensional Short-Duration Fixed Income ETF - $1.52M, and Vanguard Short-Term Bond ETF - $1.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Benjamin Cannon's monthly returns?
Benjamin Cannon's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Benjamin Cannon's strategy be considered aggressive or moderate?
Benjamin Cannon's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Benjamin Cannon's strategy?
Benjamin Cannon's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
