MCO
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:
33.03%
Gain +1.01%
Monthly
0.23%
Yearly
2.77%
Drawdown
19.98%
$373.61M
Equity
Holdings
$373.61M
Investment
$313.54M
$70.66M
Profit +$4.11M
Realized
$10.59M
Unrealized
$60.07M
Dividends
$8.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$4.11M
Win %
88%
This Week
Compared To Last Week
Gain
1.11%
Profit
$4.1M
Win %
88%
This Month
Compared to last month
Gain
0.93%
Profit
$3.44M
Win %
88%
This Year
Compared to last year
Gain
7.02%
Profit
$24.51M
Win %
88%
MU Micron Technology, Inc.
+10.92%
+$82,949.59 
PLTR Palantir Technologies Inc.
+4.8%
+$8,364 
META Meta Platforms Inc Class A
+4.43%
+$12,016.93 
AVGO Broadcom Inc.
+3.34%
+$9,302.03 
NVDA NVIDIA Corporation
+3.26%
+$36,619.76 
AMZN Amazon.com Inc
+3.08%
+$17,806.84 
GLD SPDR Gold Shares
+2.62%
+$29,924.84 
VUG Vanguard Growth ETF
+2.6%
+$6,113.4 
MSFT Microsoft Corp.
+2.03%
+$7,841.72 
VOO Vanguard S&P 500 ETF
+1.75%
+$377,503.7 
SPY SPDR S&P 500 ETF Trust
+1.74%
+$821,247.57 
GS The Goldman Sachs Group, Inc.
+1.71%
+$5,749.62 
AAPL Apple Inc.
+1.7%
+$86,222.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.7%
+$787,290.11 
IWV ISHARES RUSSELL 3000 ETF
+1.68%
+$3,722.25 
VT Vanguard Total World Stock ETF
+1.58%
+$452,928.96 
VEU Vanguard FTSE All-World ex-US ETF
+1.41%
+$486,214.28 
BRK-B Berkshire Hathaway Inc.
+1.18%
+$666,666.5 
UNH UnitedHealth Group Incorporated
+1.15%
+$4,091.25 
D Dominion Energy, Inc.
+0.9%
+$2,127.68 
VTV Vanguard Value ETF
+0.77%
+$93,082.46 
AEP American Electric Power Company, Inc.
+0.44%
+$4,368.48 
SDY SPDR S&P Dividend ETF
+0.2%
+$67,346.26 
BINC iShares Flexible Income Active ETF
+0.18%
+$127,024.88 
JPM JPMorgan Chase & Co.
+0.13%
+$746.34 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$262.5 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$288.6 
CSCO Cisco Systems, Inc.
+0.02%
+$67.88 
OCGN Ocugen Inc.
0%
$0 
XOM Exxon Mobil Corporation
-3.61%
-$11,029.09 
CVX Chevron Corporation
-3.18%
-$22,743.36 
MRK Merck & Co., Inc.
-2.81%
-$8,987.94 
CHCO City Holding Company
-2.07%
-$33,211.99 
IBM International Business Machines Corporation
-2.02%
-$6,352.5 
JNJ Johnson & Johnson
-1.77%
-$6,215.85 
AMGN Amgen Inc.
-0.53%
-$1,411.78 
LLY Eli Lilly and Company
-0.32%
-$1,330.41 
MA Mastercard Incorporated
-0.18%
-$325.8 
LAMR Lamar Advertising Company
-0.14%
-$512.82 
CPRX Catalyst Pharmaceuticals Inc.
-0.05%
-$180 Events
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Dividends
Dividend Analysis
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| Trades 364 | Longs Won 230/364 63% | Profit Factor 3.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $419,549.26 | Best Trade (Jun 15) $9.33M | Sharpe Ratio -7.01 |
| Average Loss -$192,831.07 | Worst Trade (Jun 30) -$10.22M | Z-Score 6.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $194,112.55 |
| 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 | 1,938 | 1,744 | 1,550 | 1,357 | 1,163 | 969 | 775 | 581 | 388 | 194 |
Hover over the desired column for a detailed explanation.
Returns
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