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:
54.78%
Gain +0.02%
Monthly
1.03%
Yearly
13.1%
Drawdown
15.74%
$449.25M
Equity
Holdings
$449.25M
Investment
$335.32M
$133.89M
Profit +$102,867.64
Realized
$19.96M
Unrealized
$113.93M
Dividends
$26.93M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$102,867.64
Win %
72%
This Week
Compared To Last Week
Gain
0.02%
Profit
$102,867.64
Win %
72%
This Month
Compared to last month
Gain
-0.54%
Profit
-$2.43M
Win %
72%
This Year
Compared to last year
Gain
-0.6%
Profit
-$2.72M
Win %
75%
ORCL Oracle Corporation
+4.69%
+$9,439.88 
TXN Texas Instruments Inc
+4.55%
+$12,321.58 
INTC Intel Corporation
+3.82%
+$17,820.78 
AMD Advanced Micro Devices, Inc.
+3.81%
+$9,233.39 
AVGO Broadcom Inc.
+3.67%
+$16,656.82 
ADI Analog Devices, Inc.
+3.51%
+$7,676.78 
NVDA NVIDIA Corporation
+2.57%
+$18,200.16 
CSCO Cisco Systems, Inc.
+2.24%
+$6,778.2 
GOOG Alphabet Inc
+2.23%
+$16,687.98 
GOOGL Alphabet Inc
+2.1%
+$30,074.09 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.61%
+$133,131.52 
AMZN Amazon.com Inc
+1.61%
+$18,952.28 
IJR iShares Core S&P Small-Cap ETF
+1.6%
+$3,236.82 
EMR Emerson Electric Co.
+1.59%
+$3,968.98 
IEMG iShares Core MSCI Emerging Markets ETF
+1.58%
+$23,733.95 
QQQ Invesco QQQ Trust, Series 1
+1.55%
+$3,458.99 
DFAE Dimensional Emerging Core Equity Market ETF
+1.51%
+$68,165.58 
AVEM Avantis Emerging Markets Equity ETF
+1.49%
+$63,275.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.47%
+$81,833.22 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.42%
+$4,860 
AVSC Avantis U.S. Small Cap Equity ETF
+1.41%
+$26,117.98 
IWN iShares Russell 2000 Value ETF
+1.36%
+$11,388.37 
DFAS Dimensional U.S. Small Cap ETF
+1.35%
+$361,253.1 
VB Vanguard Small-Cap ETF
+1.32%
+$26,097.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.26%
+$4,372.89 
DFSI Dimensional International Sustainability Core 1 ETF
+1.24%
+$3,736.26 
EFA iShares MSCI EAFE ETF
+1.22%
+$3,537.84 
DFUS Dimensional U.S. Equity Market ETF
+1.17%
+$138,523.12 
DFAT Dimensional US Targeted Value ETF
+1.17%
+$260,561.91 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$2,568.39 
DFAI Dimensional International Core Equity Market ETF
+1.16%
+$100,551.8 
AVDE Avantis International Equity ETF
+1.15%
+$21,260.23 
DFIC Dimensional International Core Equity Market ETF
+1.11%
+$152,283.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.1%
+$110,353.87 
DFSU Dimensional US Sustainability Core 1 ETF
+1.09%
+$8,844.61 
DFIS Dimensional International Small Cap ETF
+1.09%
+$136,719.57 
AVUV Avantis U.S. Small Cap Value ETF
+1.08%
+$90,435.59 
VNQ Vanguard Real Estate ETF
+1.08%
+$45,048 
VT Vanguard Total World Stock ETF
+1.08%
+$5,261.5 
SPY SPDR S&P 500 ETF Trust
+1.07%
+$51,089.82 
AAPL Apple Inc.
+1.06%
+$25,078.88 
DLS WisdomTree International SmallCap Dividend Fund
+1.05%
+$5,812.2 
VOO Vanguard S&P 500 ETF
+1.01%
+$7,949.37 
AVGE FRCL 3 2022Q3 Hb Float
+1%
+$2,228.49 
DFSV Dimensional US Small Cap Value ETF
+0.98%
+$3,406.59 
IYR iShares U.S. Real Estate ETF
+0.97%
+$2,921 
AVDV Avantis International Small Cap Value ETF
+0.96%
+$29,485.04 
AVDS Avantis International Small Cap Equity ETF
+0.93%
+$2,612.16 
DFAR Dimensional US Real Estate ETF
+0.92%
+$26,782.65 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.91%
+$667,223.32 
AVUS Avantis U.S. Equity ETF
+0.88%
+$48,970.81 
AVIV Avantis International Large Cap Value ETF
+0.85%
+$25,761.5 
DFIV Dimensional International Value ETF
+0.79%
+$93,546.32 
MSFT Microsoft Corp.
+0.77%
+$15,352.03 
DFGR Dimensional Global Real Estate ETF
+0.71%
+$1,325.44 
DFUV Dimensional US Marketwide Value ETF
+0.69%
+$266,779 
DISV Dimensional International Small Cap Equity Fund
+0.68%
+$32,935.01 
UNH UnitedHealth Group Incorporated
+0.68%
+$2,306.4 
CMF iShares California Muni Bond ETF
+0.66%
+$6,885.36 
MUB iShares National Muni Bond ETF
+0.62%
+$1,239.84 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.59%
+$2,660.32 
DFNM Dimensional National Municipal Bond ETF
+0.51%
+$24,915.17 
DFLV Dimensional US Large Cap Value ETF
+0.45%
+$2,176.38 
WFC Wells Fargo & Company
+0.38%
+$1,062.01 
AVLV Avantis U.S. Large Cap Value ETF
+0.37%
+$24,069.62 
LLY Eli Lilly and Company
+0.34%
+$1,295.91 
VTV Vanguard Value ETF
+0.3%
+$6,194.5 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.24%
+$1,093.44 
WMT Walmart Inc.
+0.22%
+$471.07 
DFCF Dimensional Core Fixed Income ETF
+0.21%
+$63,096.69 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$11,624.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$14,455.87 
AVIG Avantis Core Fixed Income ETF
+0.15%
+$2,370.82 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$1,985.8 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.12%
+$10,899.7 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.12%
+$240 
PM Philip Morris International Inc.
+0.1%
+$307.86 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$18,248.85 
AXP American Express Company
+0.07%
+$161.7 
AVSF Avantis Short-Term Fixed Income ETF
+0.07%
+$1,692.9 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$732.45 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$1,712.12 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$1,741.2 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$562.86 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$635.14 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$1,140.34 
MU Micron Technology, Inc.
-0.9%
-$2,260.89 
VRTX Vertex Pharmaceuticals Incorporated
-0.69%
-$1,788.16 
KO The Coca-Cola Company
-0.64%
-$2,052.39 
XOM Exxon Mobil Corporation
-0.56%
-$3,493.24 
JNJ Johnson & Johnson
-0.46%
-$2,397.6 
JPM JPMorgan Chase & Co.
-0.46%
-$4,047.76 
ABBV AbbVie Inc.
-0.2%
-$1,527.24 
MMM 3M Company
-0.03%
-$104.01 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 713/907 78% | Profit Factor 28.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $194,705.84 | Best Trade (Aug 14) $35.75M | Sharpe Ratio -10.33 |
| Average Loss -$25,423.05 | Worst Trade (Oct 01) -$371,126 | Z-Score 11.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w | Expectancy $147,622.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,145 | $1.48M | $2.39M | - | $905,955.42 | 61.24% | +1.063% |
| ABBV AbbVie Inc. | 2,937 | $495,603.72 | $761,887.17 | - | $266,283.45 | 53.73% | -0.2% |
| ADI Analog Devices, Inc. | 541 | $146,719.2 | $226,565.39 | - | $79,846.19 | 54.42% | +3.507% |
| AGG iShares Core U.S. Aggregate Bond ETF | 64,579 | $6.36M | $6.11M | - | -$251,888.38 | -3.96% | +0.191% |
| AMD Advanced Micro Devices, Inc. | 394 | $228,879 | $251,831.01 | - | $22,952.01 | 10.03% | +3.806% |
| AMZN Amazon.com Inc | 4,744 | $736,159.51 | $1.2M | - | $460,395.89 | 62.54% | +1.609% |
| AVDE Avantis International Equity ETF | 20,641 | $1.41M | $1.87M | - | $456,824.24 | 32.43% | +1.153% |
| AVDS Avantis International Small Cap Equity ETF | 3,628 | $246,542.72 | $283,383.08 | - | $36,840.36 | 14.94% | +0.93% |
| AVDV Avantis International Small Cap Value ETF | 28,351 | $1.9M | $3.09M | - | $1.2M | 63.15% | +0.962% |
| AVEM Avantis Emerging Markets Equity ETF | 45,197 | $2.94M | $4.31M | - | $1.38M | 46.87% | +1.488% |
| AVGE FRCL 3 2022Q3 Hb Float | 2,251 | $223,075 | $224,042.03 | - | $967.03 | 0.43% | +1.005% |
| AVGO Broadcom Inc. | 1,320 | $375,709.35 | $470,261.62 | - | $94,552.27 | 25.17% | +3.672% |
| AVIG Avantis Core Fixed Income ETF | 39,448 | $1.63M | $1.56M | - | -$66,544.38 | -4.09% | +0.152% |
| AVIV Avantis International Large Cap Value ETF | 38,450 | $2.21M | $3.05M | - | $846,217.73 | 38.34% | +0.851% |
| AVLV Avantis U.S. Large Cap Value ETF | 70,793 | $5.07M | $6.48M | - | $1.41M | 27.72% | +0.373% |
| AVSC Avantis U.S. Small Cap Equity ETF | 26,651 | $1.23M | $1.88M | - | $654,725.77 | 53.27% | +1.406% |
| AVSF Avantis Short-Term Fixed Income ETF | 56,430 | $2.61M | $2.58M | - | -$28,135.78 | -1.08% | +0.066% |
| AVUS Avantis U.S. Equity ETF | 43,337 | $4.62M | $5.63M | - | $1.01M | 21.78% | +0.878% |
| AVUV Avantis U.S. Small Cap Value ETF | 70,105 | $6.4M | $8.44M | - | $2.04M | 31.79% | +1.083% |
| AXP American Express Company | 770 | $115,479.8 | $232,771 | - | $117,291.2 | 101.57% | +0.07% |
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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 - $6.1M, Dimensional US Marketwide Value ETF - $4.01M, Dimensional Core Fixed Income ETF - $3.11M, Dimensional International Value ETF - $2.86M, and Dimensional US Targeted Value ETF - $2.08M. 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 - $62,459.85, 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 $26.93M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $3.06M, Dimensional U.S. Core Equity 2 ETF - $2.53M, Dimensional US Marketwide Value ETF - $2.04M, Dimensional Short-Duration Fixed Income ETF - $1.59M, and Vanguard Short-Term Bond ETF - $1.53M. 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.
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