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

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Tracking: 0 Updated: Jun 12 at 08:10 PM

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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.

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.

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:

47.47%

Gain +0.47%

Monthly

0.66%

Yearly

8.16%

Drawdown

14.96%

$248.41M

Equity

Holdings

$248.41M

Investment

$162.95M

$90.45M

Profit +$1.45M

Realized

$4.99M

Unrealized

$85.46M

Dividends

$13.72M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.47%

Profit

$1.45M

Win %

87%

This Week

Compared To Last Week

Gain

0.09%

Profit

$224,238.11

Win %

87%

This Month

Compared to last month

Gain

-0.04%

Profit

-$96,661.87

Win %

87%

This Year

Compared to last year

Gain

9.14%

Profit

$20.85M

Win %

86%

Gainers
Losers

AMAT Applied Materials, Inc.

+2.64%

+$18,160.23

JPM JPMorgan Chase & Co.

+2.3%

+$18,419.9

AVSC Avantis U.S. Small Cap Equity ETF

+1.15%

+$18,051.66

NSC Norfolk Southern Corporation

+1.11%

+$3,784

ABNB Airbnb, Inc.

+1.09%

+$8,747.31

PRI Primerica Inc.

+1.09%

+$14,813.85

IWD iShares Russell 1000 Value ETF

+1.02%

+$46,283.85

DFAS Dimensional U.S. Small Cap ETF

+1%

+$445,993.6

BRK-A Berkshire Hathaway Inc.

+0.93%

+$33,945

DFUV Dimensional US Marketwide Value ETF

+0.91%

+$371,529.67

SRE Sempra

+0.82%

+$1,760.66

GE General Electric Company

+0.81%

+$1,957.49

DFLV Dimensional US Large Cap Value ETF

+0.81%

+$2,182.72

DLN WisdomTree U.S. LargeCap Dividend Fund

+0.77%

+$2,148.22

CVX Chevron Corporation

+0.75%

+$8,258.54

AVLV Avantis U.S. Large Cap Value ETF

+0.74%

+$12,035.88

AVDS Avantis International Small Cap Equity ETF

+0.69%

+$7,706.2

BRK-B Berkshire Hathaway Inc.

+0.69%

+$2,077.01

DFAC Dimensional U.S. Core Equity 2 ETF

+0.69%

+$2,617.8

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$3,834.88

DFAU Dimensional US Core Equity Market ETF

+0.61%

+$3,351.43

AVLC Avantis U.S. Large Cap Equity ETF

+0.59%

+$6,205.16

DFIV Dimensional International Value ETF

+0.58%

+$403,955.83

GOOGL Alphabet Inc

+0.56%

+$10,216.05

DFUS Dimensional U.S. Equity Market ETF

+0.55%

+$189,715.24

AVEM Avantis Emerging Markets Equity ETF

+0.48%

+$4,557.68

AVIV Avantis International Large Cap Value ETF

+0.48%

+$8,152.5

GOOG Alphabet Inc

+0.46%

+$3,896.64

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$1,646.7

DUHP Dimensional US High Profitability ETF

+0.39%

+$891.68

AMGN Amgen Inc.

+0.34%

+$1,642.12

DIHP Dimensional International High Profitability Portfolio

+0.29%

+$723.2

NVDA NVIDIA Corporation

+0.14%

+$1,798.14

MSFT Microsoft Corp.

+0.1%

+$3,295.6

IWF iShares Russell 1000 Growth ETF

+0.06%

+$4,885.8

ORCL Oracle Corporation

+0.05%

+$141.82

AAPL Apple Inc.

-1.52%

-$120,339

MU Micron Technology, Inc.

-1.42%

-$32,426.91

AMZN Amazon.com Inc

-1.21%

-$57,375.06

AVGO Broadcom Inc.

-0.94%

-$4,144.91

MCK McKesson Corporation

-0.36%

-$1,464.4

DIS The Walt Disney Company

-0.3%

-$803.07

META Meta Platforms Inc Class A

-0.23%

-$664.29

DFSD Dimensional Short-Duration Fixed Income ETF

-0.03%

-$189.44

Events

Dividends

Dividend Analysis

No Data

Trades 336	Longs Won 230/336 68%	Profit Factor 47.34
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.05M
Average Win $401,755.4	Best Trade (Jun 12) $28.73M	Sharpe Ratio -9.37
Average Loss -$18,415.95	Worst Trade (Jun 11) -$405,620.28	Z-Score 7.14 (100%)
Commissions $0	Avg. Trade Length 1y 11m 3d	Expectancy $269,201.34

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%	0.09%	3.59%
Consecutive Losing Trades	13,514	12,162	10,811	9,459	8,108	6,757	5,405	4,054	2,703	1,351