Mary Casey O'Dell Dixon Portfolio
Invests via Lanham O'Dell & Company Inc. | Managed by Mary Casey O'Dell Dixon
Invests via Lanham O'Dell & Company Inc.
Managed by Mary Casey O'Dell Dixon
Automatically Tracked
Mary Casey O'Dell Dixon Profile
With a robust background in corporate leadership and entrepreneurial initiatives, Mary Casey O'Dell Dixon has established herself as an influential figure in the business landscape. Leveraging her experience from various high-level executive positions, she adeptly navigates complex market dynamics to drive growth and innovation within organizations. Her proficiency extends into investment realms where she is recognized for fostering strategic partnerships and enabling capital expansion opportunities. Her commitment to enhancing organizational performance makes her a key player in cultivating sustainable businesses that resonate with evolving market demands.
With a robust background in corporate leadership and entrepreneurial initiatives, Mary Casey O'Dell Dixon has established herself as an influential figure in the business landscape. Leveraging her experience from various high-level executive positions, she adeptly navigates complex market dynamics to drive growth and innovation within organizations. Her proficiency extends into investment realms where she is recognized for fostering strategic partnerships and enabling capital expansion opportunities. Her commitment to enhancing organizational performance makes her a key player in cultivating sustainable businesses that resonate with evolving market demands.
Investment Philosophy & Strategy
Growth opportunities in emerging markets often inspire decisive action. Mary Casey O'Dell Dixon combines her extensive corporate leadership background with an entrepreneurial mindset, driving transformative initiatives that align investment strategies with market demands. Her focus on strategic partnerships facilitates not only capital expansion but also a culture of innovation within organizations. Emphasizing adaptability, she seeks ventures poised for significant growth, all while cultivating long-term sustainability across diverse business environments.
Growth opportunities in emerging markets often inspire decisive action. Mary Casey O'Dell Dixon combines her extensive corporate leadership background with an entrepreneurial mindset, driving transformative initiatives that align investment strategies with market demands. Her focus on strategic partnerships facilitates not only capital expansion but also a culture of innovation within organizations. Emphasizing adaptability, she seeks ventures poised for significant growth, all while cultivating long-term sustainability across diverse business environments.
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:
109.66%
Gain +1.1%
Monthly
1.19%
Yearly
15.32%
Drawdown
14.18%
$377.26M
Equity
Holdings
$377.26M
Investment
$313.54M
$78.43M
Profit +$2.25M
Realized
$14.71M
Unrealized
$63.73M
Dividends
$11.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.1%
Profit
$2.25M
Win %
90%
This Week
Compared To Last Week
Gain
1%
Profit
$3.74M
Win %
90%
This Month
Compared to last month
Gain
-0.18%
Profit
-$684,486.91
Win %
90%
This Year
Compared to last year
Gain
8.07%
Profit
$28.16M
Win %
90%
AVGO Broadcom Inc.
+4.41%
+$11,663.99 
CSCO Cisco Systems, Inc.
+2.26%
+$8,654.7 
OCGN Ocugen Inc.
+1.92%
+$2,000 
LLY Eli Lilly and Company
+1.72%
+$7,202.88 
MRK Merck & Co., Inc.
+1.58%
+$5,947.14 
AMZN Amazon.com Inc
+1.49%
+$9,097.52 
PLTR Palantir Technologies Inc.
+1.46%
+$3,753.61 
MSFT Microsoft Corp.
+1.28%
+$6,652.39 
NVDA NVIDIA Corporation
+1.14%
+$14,965.91 
VUG Vanguard Growth ETF
+0.89%
+$2,263.21 
CVX Chevron Corporation
+0.87%
+$6,868.8 
D Dominion Energy, Inc.
+0.87%
+$1,848.64 
AEP American Electric Power Company, Inc.
+0.86%
+$7,893.92 
GS The Goldman Sachs Group, Inc.
+0.86%
+$2,417.39 
XOM Exxon Mobil Corporation
+0.83%
+$2,848.23 
SPY SPDR S&P 500 ETF Trust
+0.81%
+$398,179.36 
IWV ISHARES RUSSELL 3000 ETF
+0.8%
+$1,850.62 
VOO Vanguard S&P 500 ETF
+0.79%
+$178,917.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.78%
+$377,165.82 
BRK-B Berkshire Hathaway Inc.
+0.73%
+$425,507.14 
VTV Vanguard Value ETF
+0.71%
+$86,394.46 
SDY SPDR S&P Dividend ETF
+0.66%
+$210,726.45 
VT Vanguard Total World Stock ETF
+0.66%
+$192,931.2 
MA Mastercard Incorporated
+0.65%
+$1,335.77 
JNJ Johnson & Johnson
+0.58%
+$2,144.66 
GLD SPDR Gold Shares
+0.58%
+$6,505.43 
IBM International Business Machines Corporation
+0.56%
+$1,426.42 
VEU Vanguard FTSE All-World ex-US ETF
+0.35%
+$119,493.34 
AGG iShares Core U.S. Aggregate Bond ETF
+0.29%
+$675 
BND Vanguard Total Bond Market Index Fund
+0.27%
+$731.12 
BINC iShares Flexible Income Active ETF
+0.23%
+$153,766.96 
MU Micron Technology, Inc.
+0.12%
+$955.92 
AMGN Amgen Inc.
+0.09%
+$264.47 
AAPL Apple Inc.
+0.04%
+$2,530.66 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 364 | Longs Won 259/364 71% | Profit Factor 3.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $412,638.79 | Best Trade (Aug 07) $10.98M | Sharpe Ratio -10.43 |
| Average Loss -$270,854.73 | Worst Trade (Jun 30) -$10.22M | Z-Score 10.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4d | Expectancy $215,477.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,393 | 1,253 | 1,114 | 975 | 836 | 696 | 557 | 418 | 279 | 139 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,454 | $4.4M | $5.81M | - | $1.41M | 31.96% | +0.044% |
| AEP American Electric Power Company, Inc. | 7,664 | $691,633.2 | $925,504.64 | - | $233,871.44 | 33.81% | +0.86% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,500 | $242,250 | $236,000 | - | -$6,250 | -2.58% | +0.287% |
| AMGN Amgen Inc. | 745 | $232,029.47 | $300,484.57 | - | $68,455.1 | 29.5% | +0.088% |
| AMZN Amazon.com Inc | 2,426 | $392,946.04 | $618,993.9 | - | $226,047.86 | 57.53% | +1.492% |
| AVGO Broadcom Inc. | 729 | $241,411.03 | $275,933.79 | - | $34,522.76 | 14.3% | +4.414% |
| BINC iShares Flexible Income Active ETF | 1.34M | $70.94M | $67.8M | - | -$3.14M | -4.43% | +0.227% |
| BND Vanguard Total Bond Market Index Fund | 3,848 | $279,486.44 | $269,629.36 | - | -$9,857.08 | -3.53% | +0.272% |
| BRK-B Berkshire Hathaway Inc. | 115,942 | $43.04M | $58.89M | - | $15.85M | 36.84% | +0.728% |
 CHCO City Holding Company | 12,278 | $1.35M | $1.74M | - | $382,214.14 | 28.23% | -0.268% |
| CPRX Catalyst Pharmaceuticals Inc. | 12,000 | $157,710 | $377,880 | - | $220,170 | 139.6% | 0.0 |
| CSCO Cisco Systems, Inc. | 3,394 | $201,083.2 | $391,565.78 | - | $190,482.58 | 94.73% | +2.26% |
| CVX Chevron Corporation | 3,816 | $556,287.54 | $794,758.32 | - | $238,470.78 | 42.87% | +0.872% |
| D Dominion Energy, Inc. | 3,488 | $213,353.22 | $214,686.4 | - | $1,333.18 | 0.62% | +0.869% |
| GLD SPDR Gold Shares | 2,957 | $908,170.26 | $1.13M | - | $220,664.49 | 24.3% | +0.58% |
| GS The Goldman Sachs Group, Inc. | 316 | $223,649 | $284,750.76 | - | $61,101.76 | 27.32% | +0.856% |
| IBM International Business Machines Corporation | 1,155 | $166,133.76 | $257,351.32 | - | $91,217.56 | 54.91% | +0.557% |
| IWV ISHARES RUSSELL 3000 ETF | 525 | $203,096.25 | $232,304.62 | - | $29,208.37 | 14.38% | +0.803% |
| JNJ Johnson & Johnson | 1,454 | $238,932.24 | $369,904.87 | - | $130,972.63 | 54.82% | +0.583% |
 JPM JPMorgan Chase & Co. | 1,777 | $203,869.4 | $590,070.62 | - | $386,201.22 | 189.44% | -0.096% |
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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 Mary Casey O'Dell Dixon?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $18.81M, iShares Flexible Income Active ETF - $3.95M, SPDR S&P 500 ETF Trust - $3.11M, VANGUARD TOTAL STOCK MKT ETF - $1.84M, and Vanguard Value ETF - $1.42M. 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: Vanguard S&P 500 ETF - $9.6M, Caesars Entertainment, Inc - $547,602.17, Global Payments Inc - $170,831.07, Invesco S&P 500 Equal Weight ETF - $125,293.43, and Apple Inc - $86,936.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary Casey O'Dell Dixon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.19M earned over time. The largest contributors to dividend income include iShares Flexible Income Active ETF - $3.95M, Vanguard S&P 500 ETF - $1.26M, VANGUARD TOTAL STOCK MKT ETF - $1.11M, SPDR S&P Dividend ETF - $895,394.99, and Vanguard FTSE All-World ex-US ETF - $856,073.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary Casey O'Dell Dixon's monthly returns?
Mary Casey O'Dell Dixon'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 Mary Casey O'Dell Dixon's strategy be considered aggressive or moderate?
Mary Casey O'Dell Dixon'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 Mary Casey O'Dell Dixon's strategy?
Mary Casey O'Dell Dixon'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.
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