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:
158.5%
Gain -2.01%
Monthly
1.14%
Yearly
14.55%
Drawdown
28.48%
$3.22B
Equity
Holdings
$3.22B
Investment
$2.17B
$1.88B
Profit -$46.41M
Realized
$832.49M
Unrealized
$1.05B
Dividends
$329.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.01%
Profit
-$46.41M
Win %
76%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$39.98M
Win %
76%
This Month
Compared to last month
Gain
-1.31%
Profit
-$43.3M
Win %
76%
This Year
Compared to last year
Gain
8.04%
Profit
$242.32M
Win %
74%
MICC The Magnum Ice Cream Company N.V.
+9.84%
+$631.82 
CIGI Colliers International Group Inc.
+4.89%
+$389,524.23 
MU Micron Technology, Inc.
+4.23%
+$47,288.6 
INTC Intel Corporation
+3.58%
+$12,097.11 
CMCSA Comcast Corp
+2.79%
+$91.59 
META Meta Platforms Inc Class A
+2.79%
+$1.24M 
SPOT Spotify Technology S.A.
+1.76%
+$1.21M 
AAPL Apple Inc.
+1%
+$1,074.57 
TFII TFI International Inc.
+0.82%
+$1M 
BCE BCE Inc.
+0.82%
+$527.25 
GOOGL Alphabet Inc
+0.82%
+$1.13M 
TJX The TJX Companies, Inc.
+0.79%
+$1,162.8 
PBR Petrobras S.A. Sponsored ADR
+0.73%
+$24,830 
PGR Progressive Corporation
+0.72%
+$567 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$6,327.87 
ACM Aecom
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
+$0.02 
ALC Alcon Inc.
0%
$0 
AME Ametek Inc.
0%
+$4.13 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APG Api Group Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.29 
APTV Aptiv PLC
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BIO Bio-Rad Laboratories Inc.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BMO Bank of Montreal
0%
-$0.02 
BN Brookfield Corporation
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
CCJ Cameco Corporation
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CERT Certara, Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CSL Carlisle Companies Inc.
0%
+$0.89 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
+$1.86 
DPZ Domino's Pizza Inc.
0%
$0 
DT Dynatrace, Inc.
0%
$0 
DSGX The Descartes Systems Group Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQNR Equinor ASA Sponsored ADR
0%
$0 
FHN First Horizon Corporation
0%
$0 
FTNT Fortinet Inc.
0%
$0 
FTS Fortis Inc.
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
GIB CGI Inc.
0%
$0 
GMAB Genmab A/S Sponsored ADR
0%
$0 
GOOG Alphabet Inc
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
+$0.9 
KO The Coca-Cola Company
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LOW Lowe's Companies Inc.
0%
$0 
LSPD Lightspeed Commerce Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.48 
MAS Masco Corporation
0%
$0 
MDB MongoDB Inc.
0%
+$0.01 
MEOH Methanex Corporation
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MSFT Microsoft Corp.
0%
+$3.55 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
-$0.67 
ORCL Oracle Corporation
0%
$0 
OTEX Open Text Corporation
0%
$0 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
0%
-$0.42 
PBA Pembina Pipeline Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
RCI Rogers Communications Inc.
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
-$1.51 
RRX Regal Rexnord Corporation
0%
$0 
RY Royal Bank of Canada
0%
$0 
SE Sea Ltd.
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SU Suncor Energy Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TECK Teck Resources Ltd.
0%
$0 
TFPM Triple Flag Precious Metals Corp
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$2.22 
TRP TC Energy Corporation
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TTE TotalEnergies SE
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TU TELUS Corporation
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBS UBS Group AG
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
V Visa Inc. Class A
0%
-$4.01 
WCN Waste Connections Inc.
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
-$2.23 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
EXE Expand Energy Corporation
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
ORIO Orion Digital Corp.
0%
$0 
VGNT Versigent plc
0%
$0 
ONT Onterris, Inc.
0%
$0 
BYDGF Boyd Group Services Inc.
-40.63%
-$47.11M ATS
ATS
-14.74%
-$1.01M 
KGC Kinross Gold Corporation
-2.29%
-$5,819.31 
MIDD The Middleby Corporation
-1.62%
-$77.2 
UNH UnitedHealth Group Incorporated
-1.61%
-$2,331.21 
BLD TopBuild Corp
-1.45%
-$36.61 
MSA Msa Safety Inc.
-1.18%
-$537.99 
SLB Schlumberger Limited
-1.04%
-$1,176.45 
IR Ingersoll Rand Inc.
-0.57%
-$590.4 
HEI Heico Corporation
-0.41%
-$324,897.45 
GIL Gildan Activewear Inc.
-0.4%
-$74.06 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$21,420.96 
MELI MercadoLibre, Inc.
0%
-$436.84 Events
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Dividends
Dividend Analysis
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| Trades 4290 | Longs Won 2880/4290 67% | Profit Factor 6.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.55M |
| Average Win $748,974.85 | Best Trade (Aug 26) $62.8M | Sharpe Ratio -76.12 |
| Average Loss -$223,489.24 | Worst Trade (Aug 14) -$39.74M | Z-Score -7.43 (100%) |
| Commissions $0 | Avg. Trade Length 3y 8m 2w | Expectancy $438,735.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 357 | $96,592.51 | $108,977.82 | - | $12,385.31 | 12.82% | +0.996% |
| ACM Aecom | 1,479 | $140,993.34 | $90,278.16 | - | -$50,715.18 | -35.97% | 0.0 |
| ADSK Autodesk, Inc. | 333 | $98,571.34 | $83,086.83 | - | -$15,484.51 | -15.71% | 0.0 |
| AEM Agnico Eagle Mines Limited | 1,965 | $333,666.62 | $363,878.7 | - | $30,212.08 | 9.05% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 14,277 | $1.41M | $1.39M | - | -$22,460.68 | -1.59% | 0.0 |
| ALC Alcon Inc. | 1,653 | $130,273.19 | $121,627.74 | - | -$8,645.45 | -6.64% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 537 | $115,003.84 | $259,333.4 | - | $144,329.56 | 125.5% | 0.0 |
| AME Ametek Inc. | 413,030 | $74.2M | $106.78M | - | $32.57M | 43.9% | 0.0 |
| AMZN Amazon.com Inc | 295,677 | $40.8M | $79.03M | - | $38.23M | 93.69% | 0.0 |
| APG Api Group Corporation | 232,387 | $9.84M | $10.12M | - | $278,864.84 | 2.83% | 0.0 |
| APO Apollo Global Management, Inc. | 741 | $107,267.24 | $102,710.01 | - | -$4,557.23 | -4.25% | 0.0 |
| APP AppLovin Corporation Class A Common Stock | 29,431 | $15.16M | $8.94M | - | -$6.22M | -41.04% | 0.0 |
| APTV Aptiv PLC | 1,293 | $98,384.58 | $62,684.64 | - | -$35,699.94 | -36.29% | 0.0 |
| ARKK ARK Innovation ETF Fund | 127 | $6,164.56 | $10,333.99 | - | $4,169.43 | 67.64% | 0.0 |
| ATS ATS | 211,025 | $6.33M | $5.82M | - | -$512,995.29 | -8.1% | -14.742% |
| AVGO Broadcom Inc. | 981 | $339,524.43 | $408,145.05 | - | $68,620.62 | 20.21% | 0.0 |
| AZN AstraZeneca PLC American Depositary Shares | 804 | $158,564.67 | $127,434 | - | -$31,130.67 | -19.63% | 0.0 |
| BCE BCE Inc. | 2,775 | $67,165.8 | $64,713 | - | -$2,452.8 | -3.65% | +0.821% |
| BIO Bio-Rad Laboratories Inc. | 366 | $110,894.67 | $132,521.28 | - | $21,626.61 | 19.5% | 0.0 |
| BIP Brookfield Infrastructure Partners L.P. | 2.5M | $83.38M | $98.73M | - | $15.35M | 18.41% | 0.0 |
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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, Alphabet Inc - $69.19M, Oracle Corporation - $67.74M, Visa Inc. Class A - $55.94M, and Microsoft Corp - $55.88M. 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 - $11.97M, CVS Health Corporation - $11.47M, Enbridge Inc. Preferred Stock 2.983% Perpetual - $8.4M, EGR Exploration Ltd - $8.34M, and TRI - $7.41M. 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 $329.92M earned over time. The largest contributors to dividend income include The Toronto-Dominion Bank - $35.37M, Bank of Nova Scotia - $29.74M, Royal Bank of Canada - $28.72M, Canadian Natural Resources Limited - $13.89M, 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.
