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:
83.68%
Gain +0.12%
Monthly
1.07%
Yearly
13.59%
Drawdown
19.68%
$256.39M
Equity
Holdings
$256.39M
Investment
$163.05M
$99.6M
Profit +$264,539.53
Realized
$6.26M
Unrealized
$93.34M
Dividends
$15.32M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$264,539.53
Win %
85%
This Week
Compared To Last Week
Gain
0.15%
Profit
$379,172.64
Win %
85%
This Month
Compared to last month
Gain
0.34%
Profit
$864,237.17
Win %
85%
This Year
Compared to last year
Gain
3.83%
Profit
$9.45M
Win %
84%
ORCL Oracle Corporation
+5.69%
+$13,065.04 
META Meta Platforms Inc Class A
+3.01%
+$9,467.73 
MSFT Microsoft Corp.
+2.66%
+$91,366.31 
NVDA NVIDIA Corporation
+1.82%
+$25,464.34 
ARTY iShares Future AI & Tech ETF
+1.75%
+$3,724.8 
JPM JPMorgan Chase & Co.
+1.64%
+$14,883.99 
GOOG Alphabet Inc
+1.59%
+$12,681.59 
AMZN Amazon.com Inc
+1.55%
+$77,199.71 
GOOGL Alphabet Inc
+1.54%
+$23,538.78 
PRI Primerica Inc.
+1.47%
+$20,996.81 
IWF iShares Russell 1000 Growth ETF
+1.35%
+$107,161.88 
AVIV Avantis International Large Cap Value ETF
+1.33%
+$23,914 
DFIS Dimensional International Small Cap ETF
+1.32%
+$2,974.3 
DFIV Dimensional International Value ETF
+1.28%
+$919,078.19 
GE General Electric Company
+1.22%
+$2,921.75 
DFAI Dimensional International Core Equity Market ETF
+1.22%
+$5,160.75 
QQQ Invesco QQQ Trust, Series 1
+1.19%
+$7,030.62 
DFSU Dimensional US Sustainability Core 1 ETF
+1.1%
+$2,513.79 
ABNB Airbnb, Inc.
+1.09%
+$9,187.83 
DFUS Dimensional U.S. Equity Market ETF
+1.03%
+$368,976.98 
AAPL Apple Inc.
+1%
+$90,366.25 
AVLC Avantis U.S. Large Cap Equity ETF
+1%
+$10,870.96 
DFAU Dimensional US Core Equity Market ETF
+0.94%
+$5,452.5 
SRE Sempra
+0.93%
+$1,818.96 
DIHP Dimensional International High Profitability Portfolio
+0.93%
+$3,174.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.85%
+$3,359.51 
IWD iShares Russell 1000 Value ETF
+0.84%
+$41,078.35 
DUHP Dimensional US High Profitability ETF
+0.76%
+$2,414.72 
AVLV Avantis U.S. Large Cap Value ETF
+0.75%
+$12,754.44 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.75%
+$2,202.34 
DFLV Dimensional US Large Cap Value ETF
+0.64%
+$2,448.09 
DFUV Dimensional US Marketwide Value ETF
+0.61%
+$261,024.4 
DFAS Dimensional U.S. Small Cap ETF
+0.58%
+$260,228.66 
BRK-B Berkshire Hathaway Inc.
+0.55%
+$1,723.6 
AVEM Avantis Emerging Markets Equity ETF
+0.53%
+$4,954 
BRK-A Berkshire Hathaway Inc.
+0.42%
+$15,780 
AVDS Avantis International Small Cap Equity ETF
+0.31%
+$3,591.38 
AMGN Amgen Inc.
+0.29%
+$1,722.87 
AVSC Avantis U.S. Small Cap Equity ETF
+0.27%
+$4,345.77 
MU Micron Technology, Inc.
+0.23%
+$3,746.88 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$732.51 
AVGO Broadcom Inc.
-2.75%
-$11,491.19 
STX Seagate Technology Holdings plc
-1.23%
-$3,684.03 
DIS The Walt Disney Company
-0.76%
-$2,159.06 
NSC Norfolk Southern Corporation
-0.65%
-$2,365 
AMAT Applied Materials, Inc.
-0.58%
-$3,169.66 
MCK McKesson Corporation
-0.4%
-$1,919.41 
CVX Chevron Corporation
-0.23%
-$2,881.44 Events
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Dividends
Dividend Analysis
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| Trades 363 | Longs Won 255/363 70% | Profit Factor 59.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.15M |
| Average Win $397,241.94 | Best Trade (Sep 03) $32.4M | Sharpe Ratio -10.68 |
| Average Loss -$15,687.95 | Worst Trade (Aug 20) -$241,358 | Z-Score 9.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4w 1d | Expectancy $274,386.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% | 4.15% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,805 | $5.86M | $9.13M | - | $3.27M | 55.78% | +1% |
| ABNB Airbnb, Inc. | 4,617 | $583,034.76 | $855,299.25 | - | $272,264.49 | 46.7% | +1.086% |
| AMAT Applied Materials, Inc. | 1,243 | $201,495.57 | $541,836.13 | - | $340,340.56 | 168.91% | -0.582% |
| AMGN Amgen Inc. | 1,346 | $313,194.64 | $597,785.52 | - | $284,590.88 | 90.87% | +0.289% |
| AMZN Amazon.com Inc | 19,569 | $3.43M | $5.07M | - | $1.64M | 47.67% | +1.547% |
| ARTY iShares Future AI & Tech ETF | 2,910 | $221,625.6 | $216,504 | - | -$5,121.6 | -2.31% | +1.751% |
| AVDS Avantis International Small Cap Equity ETF | 14,540 | $772,946.4 | $1.16M | - | $388,319.78 | 50.24% | +0.31% |
| AVEM Avantis Emerging Markets Equity ETF | 9,908 | $580,552.2 | $944,331.48 | - | $363,779.28 | 62.66% | +0.527% |
| AVGO Broadcom Inc. | 1,140 | $375,995.4 | $407,162.4 | - | $31,167 | 8.29% | -2.745% |
| AVIV Avantis International Large Cap Value ETF | 21,740 | $1.18M | $1.82M | - | $646,330.2 | 54.97% | +1.33% |
| AVLC Avantis U.S. Large Cap Equity ETF | 11,933 | $737,578.73 | $1.1M | - | $361,689.23 | 49.04% | +0.999% |
| AVLV Avantis U.S. Large Cap Value ETF | 17,964 | $1.15M | $1.7M | - | $549,339.12 | 47.59% | +0.754% |
| AVSC Avantis U.S. Small Cap Equity ETF | 22,286 | $1.17M | $1.62M | - | $456,751.57 | 39.14% | +0.268% |
| BRK-A Berkshire Hathaway Inc. | 5 | $3.99M | $3.81M | - | -$183,928 | -4.61% | +0.416% |
| BRK-B Berkshire Hathaway Inc. | 620 | $283,457.14 | $314,972.4 | - | $31,515.26 | 11.12% | +0.55% |
| CVX Chevron Corporation | 6,003 | $775,569.75 | $1.27M | - | $492,864.15 | 63.55% | -0.227% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 8,726 | $312,739.84 | $399,258.13 | - | $86,518.29 | 27.66% | +0.849% |
| DFAI Dimensional International Core Equity Market ETF | 9,830 | $307,605.98 | $426,966.05 | - | $119,360.07 | 38.8% | +1.223% |
| DFAS Dimensional U.S. Small Cap ETF | 553,678 | $33.22M | $45.42M | - | $12.2M | 36.74% | +0.576% |
| DFAU Dimensional US Core Equity Market ETF | 10,905 | $391,130.37 | $582,436.05 | - | $191,305.68 | 48.91% | +0.945% |
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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 - $895,010.59. 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 - $52,218.4, VANGUARD TOTAL STOCK MKT ETF - $42,440.51, Wells Fargo & Company - $30,944.7, and Sempra - $30,571.35. 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 $15.32M 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 Chevron Corporation - $210,697.75. 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.
