Beverly Wong Portfolio
Invests via Dixon Mitchell Investment Counsel Inc. | Managed by Ken O'Kennedy, Saurabh Suryavanshi, Rajiv Mukhi, Parry Pasricha
Invests via Dixon Mitchell Investment Counsel Inc.
Managed by Ken O'Kennedy, Saurabh Suryavanshi, Rajiv Mukhi, Parry Pasricha
Automatically Tracked
Beverly Wong Profile
Senior investment professional and operating executive focused on growth-stage technology and consumer businesses. Beverly Wong combines portfolio construction, capital raising and corporate strategy experience with a track record advising founders and institutional investors. Active in deal sourcing, operational scaling and governance; known for bridging strategic partnerships and executing value-creation plans across public and private markets.
Senior investment professional and operating executive focused on growth-stage technology and consumer businesses. Beverly Wong combines portfolio construction, capital raising and corporate strategy experience with a track record advising founders and institutional investors. Active in deal sourcing, operational scaling and governance; known for bridging strategic partnerships and executing value-creation plans across public and private markets.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer opportunities, blending portfolio construction with hands-on operating support to accelerate scale and liquidity. Prioritizes differentiated founders and durable unit economics, deploying concentrated, conviction-weighted capital with a 3–7 year growth-to-exit horizon. Emphasizes active governance, strategic partnerships and operational value-creation to derisk execution, while maintaining downside discipline through milestone-based tranches and rigorous KPIs.
Focuses on growth-stage technology and consumer opportunities, blending portfolio construction with hands-on operating support to accelerate scale and liquidity. Prioritizes differentiated founders and durable unit economics, deploying concentrated, conviction-weighted capital with a 3–7 year growth-to-exit horizon. Emphasizes active governance, strategic partnerships and operational value-creation to derisk execution, while maintaining downside discipline through milestone-based tranches and rigorous KPIs.
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:
129.21%
Gain -1.54%
Monthly
1.11%
Yearly
14.21%
Drawdown
28.49%
$3.12B
Equity
Holdings
$3.12B
Investment
$2.08B
$1.78B
Profit -$18.24M
Realized
$737.97M
Unrealized
$1.04B
Dividends
$325.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.54%
Profit
-$18.24M
Win %
77%
This Week
Compared To Last Week
Gain
1.13%
Profit
$34.82M
Win %
77%
This Month
Compared to last month
Gain
3.71%
Profit
$111.6M
Win %
77%
This Year
Compared to last year
Gain
10.37%
Profit
$293.27M
Win %
77%
BYDGF Boyd Group Services Inc.
+25.32%
+$19.76M 
EXE Expand Energy Corporation
+4.29%
+$7,774.8 
KGC Kinross Gold Corporation
+4.27%
+$13,857 
AEM Agnico Eagle Mines Limited
+3.9%
+$16,278.48 
TFPM Triple Flag Precious Metals Corp
+3.23%
+$1.14M 
MEOH Methanex Corporation
+3.19%
+$3.43M 
WPM Wheaton Precious Metals Corp.
+3%
+$3.07M 
NFLX Netflix, Inc.
+2.59%
+$705,510.12 
DVN Devon Energy Corporation
+2.54%
+$3,390.25 
SLB Schlumberger Limited
+2.52%
+$3,771.75 
IR Ingersoll Rand Inc.
+2.49%
+$3,717.68 
SU Suncor Energy Inc.
+2.21%
+$7,076.79 
ICE Intercontinental Exchange, Inc.
+2.21%
+$2.14M 
MICC The Magnum Ice Cream Company N.V.
+2.15%
+$233.31 
CNQ Canadian Natural Resources Limited
+2.1%
+$1.61M 
RIO Rio Tinto Plc Sponsored ADR
+2.06%
+$47,371 
CCJ Cameco Corporation
+2.02%
+$2,948.13 
TU TELUS Corporation
+2.01%
+$54.73 
TRP TC Energy Corporation
+1.52%
+$6,313.89 
MAS Masco Corporation
+1.51%
+$1,218 
FTS Fortis Inc.
+1.42%
+$2,164.8 
BIP Brookfield Infrastructure Partners L.P.
+1.35%
+$1.28M 
PH Parker-Hannifin Corporation
+1.33%
+$2,035.2 
MFC Manulife Financial Corporation
+1.24%
+$5,621.14 
BCE BCE Inc.
+1.16%
+$1,041 
APO Apollo Global Management, Inc.
+1.09%
+$1,435.77 
CMS CMS Energy Corporation
+1.04%
+$901.47 
GIL Gildan Activewear Inc.
+1%
+$173.88 
APTV Aptiv PLC
+1%
+$1,125.78 
AMD Advanced Micro Devices, Inc.
+0.98%
+$4,317.47 
CSL Carlisle Companies Inc.
+0.97%
+$277,480.76 
BNS Bank of Nova Scotia
+0.97%
+$7,329.53 
TD The Toronto-Dominion Bank
+0.94%
+$1.7M 
TJX The TJX Companies, Inc.
+0.88%
+$1,978.8 
BMO Bank of Montreal
+0.86%
+$5,544.42 
SLF Sun Life Financial Inc.
+0.85%
+$3,657.69 
DIS The Walt Disney Company
+0.83%
+$1,900.8 
PBA Pembina Pipeline Corporation
+0.79%
+$1,502.4 
BIO Bio-Rad Laboratories Inc.
+0.78%
+$1,292.89 
KO The Coca-Cola Company
+0.72%
+$302.08 
RY Royal Bank of Canada
+0.69%
+$1.19M 
WMS Advanced Drainage Systems, Inc.
+0.68%
+$1,342.35 
TMUS T-Mobile US, Inc.
+0.65%
+$1,212.72 
MSA Msa Safety Inc.
+0.62%
+$375.24 
CP Canadian Pacific Kansas City Limited
+0.62%
+$123,473.97 
WCN Waste Connections Inc.
+0.59%
+$109,807.1 
ALC Alcon Inc.
+0.55%
+$917.97 
ORCL Oracle Corporation
+0.5%
+$135.04 
LIN Linde plc
+0.46%
+$384.45 
HCA HCA Healthcare Inc.
+0.45%
+$127,447.35 
IEFA iShares Core MSCI EAFE ETF
+0.42%
+$1M 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$551.25 
BN Brookfield Corporation
+0.36%
+$303,941.7 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+0.34%
+$17,025 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$338,545.57 
FHN First Horizon Corporation
+0.31%
+$1,072.8 
GOOG Alphabet Inc
+0.3%
+$3,615.26 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.26%
+$4.29 
HEI Heico Corporation
+0.24%
+$167,181.92 
AZN AstraZeneca PLC American Depositary Shares
+0.22%
+$458.28 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.21%
+$39,446.99 
AME Ametek Inc.
+0.17%
+$159,917.6 
JPM JPMorgan Chase & Co.
+0.15%
+$46,760.1 
RRX Regal Rexnord Corporation
+0.13%
+$195.72 
GOOGL Alphabet Inc
+0.12%
+$180,283.04 
GIB CGI Inc.
+0.1%
+$127.26 
ONT Onterris, Inc.
+0.1%
+$60.66 
LOW Lowe's Companies Inc.
+0.06%
+$27,425.48 
RCI Rogers Communications Inc.
+0.06%
+$3.5 
INTC Intel Corporation
+0.02%
+$100.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$8.62 
ATS
0%
$0 
BLD TopBuild Corp
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRI
0%
$0 
GEV GE Vernova Inc.
-6.62%
-$21,432.02 
NOW ServiceNow, Inc.
-4.27%
-$4,185.6 
DHR Danaher Corporation
-3.35%
-$1.11M 
COF Capital One Financial Corporation
-3.15%
-$7,117.39 
MRSH Marsh & McLennan Companies, Inc.
-3.07%
-$5,280.36 
ADSK Autodesk, Inc.
-2.9%
-$3,052.74 
ROP Roper Technologies Inc.
-2.75%
-$1.41M 
SPOT Spotify Technology S.A.
-2.56%
-$1.42M 
SHOP Shopify Inc.
-2.42%
-$240,153.9 
HDB HDFC Bank Limited ADR
-2.38%
-$148,595 
META Meta Platforms Inc Class A
-2.22%
-$927,268.44 
LSPD Lightspeed Commerce Inc.
-2.15%
-$550 
DSGX The Descartes Systems Group Inc.
-2.14%
-$517,362.4 
MDB MongoDB Inc.
-2.02%
-$6,363.06 
MSFT Microsoft Corp.
-1.96%
-$2.67M 
DT Dynatrace, Inc.
-1.89%
-$1,521.18 
OTEX Open Text Corporation
-1.69%
-$55.83 
PINS Pinterest, Inc. Class A
-1.6%
-$1,199.03 
LLY Eli Lilly and Company
-1.55%
-$7,443.97 
SE Sea Ltd.
-1.49%
-$116,920 
IBN ICICI Bank Limited Sponsored ADR
-1.45%
-$71,340 
ACM Aecom
-1.39%
-$2,131.2 
UBER Uber Technologies, Inc.
-1.38%
-$348,898.77 
CIGI Colliers International Group Inc.
-1.38%
-$106,664.85 
BTC Grayscale Bitcoin Mini Trust ETF
-1.21%
-$30.18 
AMZN Amazon.com Inc
-1.2%
-$879,815.2 
GBTC Grayscale Bitcoin Trust ETF
-1.2%
-$263.5 
RIVN Rivian Automotive, Inc.
-1.13%
-$1,486.8 
FTNT Fortinet Inc.
-1.07%
-$573,913.18 
MELI MercadoLibre, Inc.
-1.06%
-$159,864.97 
ARKK ARK Innovation ETF Fund
-0.97%
-$95.89 
AAPL Apple Inc.
-0.97%
-$1,133.47 
DPZ Domino's Pizza Inc.
-0.9%
-$387,915.36 
CERT Certara, Inc.
-0.8%
-$84,583.18 
TXN Texas Instruments Inc
-0.65%
-$482,144.01 
TTWO Take-Two Interactive Software, Inc.
-0.64%
-$1,071.59 
BKNG Booking Holdings Inc.
-0.63%
-$1,101.74 
UNH UnitedHealth Group Incorporated
-0.55%
-$1,278.94 
CDNS Cadence Design Systems, Inc.
-0.51%
-$118,078.42 
PGR Progressive Corporation
-0.49%
-$578.33 
MA Mastercard Incorporated
-0.44%
-$57,203.06 
MIDD The Middleby Corporation
-0.38%
-$243.04 
NVDA NVIDIA Corporation
-0.38%
-$1,530.34 
ORIO Orion Digital Corp.
-0.36%
-$1.78 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$358,842.61 
QQQ Invesco QQQ Trust, Series 1
-0.32%
-$246.88 
OEF iShares S&P 100 ETF
-0.28%
-$420.94 
TECK Teck Resources Ltd.
-0.28%
-$504.96 
ZTS Zoetis Inc.
-0.21%
-$80 
AVGO Broadcom Inc.
-0.21%
-$1,190.7 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$1.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.16%
-$0.96 
V Visa Inc. Class A
-0.14%
-$183,348.46 
SPGI S&P Global Inc.
-0.13%
-$1.73 
MU Micron Technology, Inc.
-0.12%
-$2,210.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,979.64 
TFII TFI International Inc.
-0.12%
-$159,214.5 
CMCSA Comcast Corp
-0.1%
-$12.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$11.05 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$1,109.73 
SMMD iShares Russell 2500 ETF
-0.08%
-$2.55 
VSNT Versant Media Group, Inc.
-0.08%
-$0.57 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$42.42 Events
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Dividends
Dividend Analysis
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| Trades 4164 | Longs Won 2726/4164 65% | Profit Factor 8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.38M |
| Average Win $745,047.98 | Best Trade (Jul 22) $73.72M | Sharpe Ratio -32.05 |
| Average Loss -$176,492.49 | Worst Trade (Jul 22) -$8.13M | Z-Score 0.37 (28.62%) |
| Commissions $0 | Avg. Trade Length 3y 9m 1w 3d | Expectancy $426,802.26 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Beverly Wong?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $104.03M, Oracle Corporation - $67.74M, Alphabet Inc - $57.99M, Visa Inc. Class A - $55.67M, and Microsoft Corp - $55.56M. 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: Baytex Energy Corp - $11.9M, CVS Health Corporation - $11.47M, Enbridge Inc. Preferred Stock 2.983% Perpetual - $8.41M, EGR Exploration Ltd - $8.34M, and Encana Corp - $6.28M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beverly Wong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $325.96M earned over time. The largest contributors to dividend income include The Toronto-Dominion Bank - $34.11M, Bank of Nova Scotia - $29.83M, Royal Bank of Canada - $27.65M, Canadian Natural Resources Limited - $13.91M, and iShares Core MSCI EAFE ETF - $13.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beverly Wong's monthly returns?
Beverly Wong's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Beverly Wong's strategy be considered aggressive or moderate?
Beverly Wong's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Beverly Wong's strategy?
Beverly Wong's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
