Wayne Freeman Portfolio
Invests via DIXON FNANCIAL SERVICES Inc. | Managed by DIXON FINANCIAL SERVICES Inc., Michael A. Dixon, Wayne Thomas Freeman, Tyler Mullen
Invests via DIXON FNANCIAL SERVICES Inc.
Managed by DIXON FINANCIAL SERVICES Inc., Michael A. Dixon, Wayne Thomas Freeman, Tyler Mullen
Automatically Tracked
Wayne Freeman Profile
Wayne Freeman has built a substantial career as an operating executive in the technology sector, focusing on digital innovation and strategic transformations. With experience spanning multiple high-growth companies, he is recognized for his role in driving operational excellence and market expansion initiatives. His leadership emphasizes fostering collaboration among cross-functional teams to unlock value through technological advancements. In addition to his corporate endeavors, Wayne actively participates in mentorship programs aimed at nurturing emerging entrepreneurs within tech startups. His contributions have significantly impacted business growth trajectories and competitive positioning within the industry.
Wayne Freeman has built a substantial career as an operating executive in the technology sector, focusing on digital innovation and strategic transformations. With experience spanning multiple high-growth companies, he is recognized for his role in driving operational excellence and market expansion initiatives. His leadership emphasizes fostering collaboration among cross-functional teams to unlock value through technological advancements. In addition to his corporate endeavors, Wayne actively participates in mentorship programs aimed at nurturing emerging entrepreneurs within tech startups. His contributions have significantly impacted business growth trajectories and competitive positioning within the industry.
Investment Philosophy & Strategy
Opportunity identification in technology-driven markets is at the forefront of Wayne Freeman's investment approach. Leveraging his extensive background as an operational executive, he focuses on transformative digital initiatives that enhance scalability and competitiveness. His strategies are shaped by a keen understanding of market dynamics, where fostering innovation is crucial for unlocking potential value. Collaboration with diverse teams enables him to uncover growth avenues and refine business models within emerging sectors. By mentoring up-and-coming entrepreneurs, he promotes a culture of ingenuity that can reshape industry standards.
Opportunity identification in technology-driven markets is at the forefront of Wayne Freeman's investment approach. Leveraging his extensive background as an operational executive, he focuses on transformative digital initiatives that enhance scalability and competitiveness. His strategies are shaped by a keen understanding of market dynamics, where fostering innovation is crucial for unlocking potential value. Collaboration with diverse teams enables him to uncover growth avenues and refine business models within emerging sectors. By mentoring up-and-coming entrepreneurs, he promotes a culture of ingenuity that can reshape industry standards.
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:
71.41%
Gain +0.87%
Monthly
1.02%
Yearly
13.03%
Drawdown
19.66%
$249.18M
Equity
Holdings
$249.18M
Investment
$163.05M
$92.39M
Profit +$1.81M
Realized
$6.26M
Unrealized
$86.13M
Dividends
$15.25M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$1.81M
Win %
83%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$127,410.58
Win %
83%
This Month
Compared to last month
Gain
0.91%
Profit
$2.24M
Win %
83%
This Year
Compared to last year
Gain
0.91%
Profit
$2.24M
Win %
83%
MU Micron Technology, Inc.
+2.95%
+$41,841.83 
STX Seagate Technology Holdings plc
+2.67%
+$7,813.26 
AVGO Broadcom Inc.
+2.23%
+$9,422.1 
MSFT Microsoft Corp.
+1.6%
+$43,507.8 
CVX Chevron Corporation
+1.33%
+$15,007.56 
GOOG Alphabet Inc
+1.29%
+$10,665.42 
GOOGL Alphabet Inc
+1.17%
+$18,388.26 
ARTY iShares Future AI & Tech ETF
+0.87%
+$1,658.7 
AMZN Amazon.com Inc
+0.8%
+$38,746.62 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$2,099.18 
NVDA NVIDIA Corporation
+0.34%
+$4,296 
IWF iShares Russell 1000 Growth ETF
+0.23%
+$18,240.32 
AVEM Avantis Emerging Markets Equity ETF
+0.22%
+$1,932.06 
BRK-A Berkshire Hathaway Inc.
+0.2%
+$7,469.4 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$139.5 
META Meta Platforms Inc Class A
+0.01%
+$37.17 
ORCL Oracle Corporation
-2.83%
-$5,642.08 
GE General Electric Company
-2.5%
-$6,332.8 
AAPL Apple Inc.
-2.48%
-$229,669.02 
DIS The Walt Disney Company
-1.54%
-$3,949.5 
NSC Norfolk Southern Corporation
-1.42%
-$5,329.5 
SRE Sempra
-1.4%
-$3,008.28 
MCK McKesson Corporation
-0.89%
-$3,927.73 
JPM JPMorgan Chase & Co.
-0.82%
-$7,122.87 
ABNB Airbnb, Inc.
-0.77%
-$5,170.99 
DFIV Dimensional International Value ETF
-0.74%
-$511,969.73 
DFAI Dimensional International Core Equity Market ETF
-0.65%
-$2,654.1 
AVIV Avantis International Large Cap Value ETF
-0.65%
-$11,087.4 
DFIS Dimensional International Small Cap ETF
-0.61%
-$1,305.05 
DUHP Dimensional US High Profitability ETF
-0.55%
-$1,697.85 
AVSC Avantis U.S. Small Cap Equity ETF
-0.54%
-$8,802.97 
DFAS Dimensional U.S. Small Cap ETF
-0.52%
-$235,313.15 
AMGN Amgen Inc.
-0.5%
-$2,443.8 
DIHP Dimensional International High Profitability Portfolio
-0.49%
-$1,611.72 
IWD iShares Russell 1000 Value ETF
-0.43%
-$20,160.45 
DFSU Dimensional US Sustainability Core 1 ETF
-0.41%
-$924.88 
AMAT Applied Materials, Inc.
-0.38%
-$2,473.57 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.35%
-$1,006.37 
AVLV Avantis U.S. Large Cap Value ETF
-0.33%
-$5,389.2 
PRI Primerica Inc.
-0.3%
-$4,565.58 
DFLV Dimensional US Large Cap Value ETF
-0.24%
-$861.37 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.21%
-$828.97 
DFUV Dimensional US Marketwide Value ETF
-0.21%
-$85,765.16 
AVDS Avantis International Small Cap Equity ETF
-0.2%
-$2,181 
DFAU Dimensional US Core Equity Market ETF
-0.18%
-$1,035.97 
AVLC Avantis U.S. Large Cap Equity ETF
-0.12%
-$1,312.63 
DFUS Dimensional U.S. Equity Market ETF
-0.11%
-$38,613.87 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.09%
-$732.51 Events
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Dividends
Dividend Analysis
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| Trades 363 | Longs Won 248/363 68% | Profit Factor 48.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.01M |
| Average Win $380,322.48 | Best Trade (Jul 30) $29.92M | Sharpe Ratio -10.72 |
| Average Loss -$16,744.32 | Worst Trade (Jul 24) -$414,837.54 | Z-Score 9.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 3d | Expectancy $254,529.97 |
| 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% | 0.1% | 3.76% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Wayne Freeman?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $10.36M, Dimensional US Marketwide Value ETF - $2.95M, Dimensional U.S. Equity Market ETF - $2.01M, Dimensional U.S. Small Cap ETF - $1.8M, and JPMorgan Chase & Co - $891,181.09. 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: CVS Health Corporation - $108,248.71, Intel Corporation - $72,817.55, VANGUARD TOTAL STOCK MKT ETF - $42,440.51, iShares Micro-Cap ETF - $25,970.68, and Meta Platforms Inc Class A - $19,423.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wayne Freeman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.25M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $8.24M, Dimensional US Marketwide Value ETF - $2.14M, Dimensional U.S. Small Cap ETF - $1.66M, Dimensional U.S. Equity Market ETF - $1.41M, and iShares Russell 1000 Value ETF - $205,080.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wayne Freeman's monthly returns?
Wayne Freeman'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 Wayne Freeman's strategy be considered aggressive or moderate?
Wayne Freeman'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 Wayne Freeman's strategy?
Wayne Freeman's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
