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:
21.33%
Gain 0%
Monthly
0.31%
Yearly
3.78%
Drawdown
12.36%
$3.1B
Equity
Holdings
$3.1B
Investment
$2.15B
$1.72B
Profit +$61,891.9
Realized
$736.58M
Unrealized
$979.36M
Dividends
$309.04M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$61,891.9
Win %
73%
This Week
Compared To Last Week
Gain
0.002%
Profit
$61,891.9
Win %
73%
This Month
Compared to last month
Gain
-1.16%
Profit
-$35.78M
Win %
73%
This Year
Compared to last year
Gain
-0.03%
Profit
$1.22M
Win %
74%
RIVN Rivian Automotive, Inc.
+7.85%
+$9,069.48 
INTC Intel Corporation
+6.51%
+$38,240.25 
AMD Advanced Micro Devices, Inc.
+4.73%
+$18,657.84 
TFPM Triple Flag Precious Metals Corp
+4.14%
+$1.43M 
GEV GE Vernova Inc.
+3.73%
+$10,161 
DPZ Domino's Pizza Inc.
+3.72%
+$1.53M 
NTR Nutrien Ltd.
+3.14%
+$7,448.96 
AEM Agnico Eagle Mines Limited
+3.09%
+$14,391.15 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+3.08%
+$160,716 
WPM Wheaton Precious Metals Corp.
+3.05%
+$3.2M 
KGC Kinross Gold Corporation
+2.9%
+$9,977.04 
JPM JPMorgan Chase & Co.
+2.31%
+$650,158.65 
HCA HCA Healthcare Inc.
+2.29%
+$651,895.8 
CMCSA Comcast Corp
+2.21%
+$263.41 
CCJ Cameco Corporation
+2.01%
+$3,277.53 
EXE Expand Energy Corporation
+1.95%
+$3,478.2 
TECK Teck Resources Ltd.
+1.95%
+$3,913.44 
GIL Gildan Activewear Inc.
+1.81%
+$347.76 
TMUS T-Mobile US, Inc.
+1.76%
+$3,207.84 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$43,434 
OTEX Open Text Corporation
+1.65%
+$52.2 
LIN Linde plc
+1.58%
+$1,341.45 
BNS Bank of Nova Scotia
+1.57%
+$11,276.2 
DVN Devon Energy Corporation
+1.57%
+$2,118.9 
HDB HDFC Bank Limited ADR
+1.51%
+$94,680 
COF Capital One Financial Corporation
+1.48%
+$2,945.56 
TXN Texas Instruments Inc
+1.35%
+$1.03M 
SPGI S&P Global Inc.
+1.35%
+$16.71 
MFC Manulife Financial Corporation
+1.31%
+$5,499.52 
IBN ICICI Bank Limited Sponsored ADR
+1.2%
+$54,120 
ICE Intercontinental Exchange, Inc.
+1.11%
+$1.09M 
VSNT Versant Media Group, Inc.
+1.1%
+$8.36 
IR Ingersoll Rand Inc.
+1.09%
+$1,476 
SLF Sun Life Financial Inc.
+1.05%
+$4,240.8 
V Visa Inc. Class A
+1.05%
+$1.28M 
BMO Bank of Montreal
+1.02%
+$6,140.36 
TFII TFI International Inc.
+0.99%
+$1.39M 
SMMD iShares Russell 2500 ETF
+0.98%
+$29.58 
DT Dynatrace, Inc.
+0.94%
+$713.64 
FTS Fortis Inc.
+0.87%
+$1,293.6 
CP Canadian Pacific Kansas City Limited
+0.86%
+$168,274.7 
FTNT Fortinet Inc.
+0.85%
+$418,617.24 
BKNG Booking Holdings Inc.
+0.82%
+$1,316.25 
CSL Carlisle Companies Inc.
+0.81%
+$246,452.56 
ACM Aecom
+0.76%
+$1,176.6 
MEOH Methanex Corporation
+0.75%
+$858,484.44 
UNH UnitedHealth Group Incorporated
+0.73%
+$1,585.98 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$945 
MA Mastercard Incorporated
+0.71%
+$83,401.45 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$755,774.72 
ROP Roper Technologies Inc.
+0.68%
+$330,831.56 
CNI Canadian National Railway Company
+0.6%
+$318,390.27 
FHN First Horizon Corporation
+0.6%
+$2,011.5 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$459.98 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$6,192.46 
GOOGL Alphabet Inc
+0.53%
+$839,834.64 
ALC Alcon Inc.
+0.51%
+$843.54 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$8 
GOOG Alphabet Inc
+0.45%
+$5,588.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$81,440 
PGR Progressive Corporation
+0.42%
+$481.96 
WCN Waste Connections Inc.
+0.41%
+$70,275.84 
AME Ametek Inc.
+0.4%
+$363,799.44 
BN Brookfield Corporation
+0.4%
+$364,732.07 
MAS Masco Corporation
+0.38%
+$294 
MIDD The Middleby Corporation
+0.35%
+$274.96 
REDWX GreenFi Redwood Fund
+0.32%
+$41.94 
SLB Schlumberger Limited
+0.32%
+$577.8 
CDNS Cadence Design Systems, Inc.
+0.32%
+$82,317.06 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$502.44 
BLD TopBuild Corp
+0.3%
+$24,955.98 
CIGI Colliers International Group Inc.
+0.29%
+$22,123.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$28.6 
ARKK ARK Innovation ETF Fund
+0.25%
+$24.13 
MSA Msa Safety Inc.
+0.25%
+$141.6 
OEF iShares S&P 100 ETF
+0.24%
+$343.13 
ONT Onterris, Inc.
+0.23%
+$121.32 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$445,743.54 
NVDA NVIDIA Corporation
+0.16%
+$627.84 
RY Royal Bank of Canada
+0.14%
+$219,283.72 
APTV Aptiv PLC
+0.13%
+$174.7 
PH Parker-Hannifin Corporation
+0.12%
+$176.49 
TRP TC Energy Corporation
+0.12%
+$483.36 
KO The Coca-Cola Company
+0.11%
+$46.08 
MSFT Microsoft Corp.
+0.1%
+$137,385.77 
BCE BCE Inc.
+0.08%
+$83.28 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$1.7 
ENB Enbridge Inc.
+0.07%
+$312.84 
TJX The TJX Companies, Inc.
+0.04%
+$101.85 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$8.5 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$0.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$28.72 
ORCL Oracle Corporation
+0.02%
+$6.33 
ATS
0%
$0 
AZN
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BYDGF Boyd Group Services Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TRI
0%
$0 
PINS Pinterest, Inc. Class A
-6%
-$4,237.65 
ORIO Orion Digital Corp.
-5.3%
-$33.58 
ADSK Autodesk, Inc.
-3.47%
-$3,555.73 
MDB MongoDB Inc.
-3.28%
-$11,877.04 
SE Sea Ltd.
-3.21%
-$203,500 
LLY Eli Lilly and Company
-2.41%
-$11,403.58 
ZTS Zoetis Inc.
-2.25%
-$915 
HEI Heico Corporation
-2.24%
-$1.53M 
BIO Bio-Rad Laboratories Inc.
-2.22%
-$3,568.5 
SHOP Shopify Inc.
-2.02%
-$180,014.52 
AAPL Apple Inc.
-1.52%
-$1,606.5 
MU Micron Technology, Inc.
-1.43%
-$26,266.94 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$1.32M 
CERT Certara, Inc.
-1.33%
-$107,651.32 
MELI MercadoLibre, Inc.
-1.27%
-$169,320.17 
AMZN Amazon.com Inc
-1.23%
-$873,907.45 
NFLX Netflix, Inc.
-1.14%
-$368,609.22 
UBER Uber Technologies, Inc.
-1.01%
-$246,696.1 
LSPD Lightspeed Commerce Inc.
-0.93%
-$225 
AVGO Broadcom Inc.
-0.91%
-$5,145 
NOW ServiceNow, Inc.
-0.9%
-$892.8 
SPOT Spotify Technology S.A.
-0.82%
-$448,176 
DSGX The Descartes Systems Group Inc.
-0.79%
-$197,414.6 
PBA Pembina Pipeline Corporation
-0.64%
-$1,164.36 
MICC The Magnum Ice Cream Company N.V.
-0.61%
-$66.66 
RCI Rogers Communications Inc.
-0.54%
-$36.75 
DHR Danaher Corporation
-0.38%
-$127,847.08 
GIB CGI Inc.
-0.34%
-$418.14 
SU Suncor Energy Inc.
-0.32%
-$1,003.8 
CNQ Canadian Natural Resources Limited
-0.31%
-$238,377.44 
DIS The Walt Disney Company
-0.3%
-$712.8 
META Meta Platforms Inc Class A
-0.26%
-$93,925.85 
BIP Brookfield Infrastructure Partners L.P.
-0.23%
-$215,569.98 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.18%
-$47.76 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$232.65 
LOW Lowe's Companies Inc.
-0.12%
-$56,956.86 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,979.64 
TU TELUS Corporation
-0.08%
-$2.67 
WMS Advanced Drainage Systems, Inc.
-0.08%
-$155.43 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$0.78 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$11.13 Events
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Dividends
Dividend Analysis
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| Trades 4164 | Longs Won 2765/4164 66% | Profit Factor 7.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.49M |
| Average Win $728,958.04 | Best Trade (Jun 14) $76.89M | Sharpe Ratio -2.91 |
| Average Loss -$188,338.97 | Worst Trade (Jun 14) -$8.08M | Z-Score -9.98 (100%) |
| Commissions $0 | Avg. Trade Length 3y 9m 3w 1d | Expectancy $412,091.01 |
| 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 | 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
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