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Donna DiMaria Portfolio
Invests via OLYMPUS WEALTH MANAGEMENT, LLC | Managed by Donna DiMaria, Matthew Krull
Invests via OLYMPUS WEALTH MANAGEMENT, LLC
Managed by Donna DiMaria, Matthew Krull
Automatically Tracked
Donna DiMaria Profile
A senior financial-services executive with extensive experience spanning capital markets, investor relations, strategic finance and M&A. Donna DiMaria has led corporate finance, portfolio management and cross-border transactions, advised boards on capital allocation and risk frameworks, and overseen investor communications during transformative events. Market-focused operator with private-equity and public-company engagement, known for driving profitable growth, balance-sheet optimization and integration of fintech and analytics into operations.
A senior financial-services executive with extensive experience spanning capital markets, investor relations, strategic finance and M&A. Donna DiMaria has led corporate finance, portfolio management and cross-border transactions, advised boards on capital allocation and risk frameworks, and overseen investor communications during transformative events. Market-focused operator with private-equity and public-company engagement, known for driving profitable growth, balance-sheet optimization and integration of fintech and analytics into operations.
Investment Philosophy & Strategy
Operates with a capital-markets native, value-oriented investment philosophy that prioritizes balance-sheet efficiency, risk-adjusted returns and catalytic strategic repositioning. Focuses on resilient financial services, fintech and analytics-enabled businesses where operational improvements and M&A can unlock value. Allocates capital with disciplined return thresholds, staged deployment and active governance, blending three- to seven-year value realization with liquidity-aware exit planning. Uses rigorous scenario analysis, investor-communications discipline and integration playbooks to manage downside and accelerate profitable growth.
Operates with a capital-markets native, value-oriented investment philosophy that prioritizes balance-sheet efficiency, risk-adjusted returns and catalytic strategic repositioning. Focuses on resilient financial services, fintech and analytics-enabled businesses where operational improvements and M&A can unlock value. Allocates capital with disciplined return thresholds, staged deployment and active governance, blending three- to seven-year value realization with liquidity-aware exit planning. Uses rigorous scenario analysis, investor-communications discipline and integration playbooks to manage downside and accelerate profitable growth.
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:
63.9%
Gain -1.06%
Monthly
0.69%
Yearly
8.64%
Drawdown
13.33%
$360.16M
Equity
Holdings
$360.16M
Investment
$259.43M
$113.61M
Profit -$3.01M
Realized
$12.87M
Unrealized
$100.74M
Dividends
$23.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.06%
Profit
-$3.01M
Win %
77%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$5.34M
Win %
77%
This Month
Compared to last month
Gain
-0.24%
Profit
-$854,175.25
Win %
77%
This Year
Compared to last year
Gain
10.89%
Profit
$35.36M
Win %
77%
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.54%
+$84,611.57 
DBC Invesco DB Commodity Index Tracking Fund
+1.4%
+$70,289.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$95,622.36 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.28%
+$619.19 
TIP iShares TIPS Bond ETF
+0.14%
+$628.8 
XLRE The Real Estate Select Sector SPDR Fund
+0.12%
+$990.85 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.07%
+$3,816.61 
JMUB JPMorgan Municipal Bond ETF
+0.02%
+$1,171.49 
IWF iShares Russell 1000 Growth ETF
-2.29%
-$287,542.2 
VONG Vanguard Russell 1000 Growth Fund
-2.22%
-$12,004.68 
GSBD Goldman Sachs BDC Inc.
-1.96%
-$10,907.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.65%
-$456,705.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.29%
-$508,256.19 
VOO Vanguard S&P 500 ETF
-1.24%
-$998,258.52 
SPY SPDR S&P 500 ETF Trust
-1.22%
-$613,165.59 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.09%
-$53,424.38 
IJH iShares Core S&P Mid-Cap ETF
-1.07%
-$168,371.58 
GLD SPDR Gold Shares
-0.42%
-$24,702.25 
GLDM SPDR Gold MiniShares Trust
-0.4%
-$11,498.85 
EFA iShares MSCI EAFE ETF
-0.18%
-$6,425.8 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$114,683.94 Events
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Dividends
Dividend Analysis
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| Trades 221 | Longs Won 145/221 65% | Profit Factor 5.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.81M |
| Average Win $947,853.88 | Best Trade (Oct 14) $15.2M | Sharpe Ratio -9.11 |
| Average Loss -$313,598.2 | Worst Trade (Dec 31) -$5.9M | Z-Score -0.78 (56.55%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $514,051.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,148 | 1,033 | 918 | 804 | 689 | 574 | 459 | 344 | 230 | 115 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| DBC Invesco DB Commodity Index Tracking Fund | 151,160 | $3.51M | $5.1M | - | $1.59M | 45.35% | +1.396% |
| EFA iShares MSCI EAFE ETF | 33,820 | $2.65M | $3.5M | - | $850,574.06 | 32.11% | -0.183% |
| GLD SPDR Gold Shares | 15,439 | $3.32M | $5.88M | - | $2.56M | 77.25% | -0.418% |
| GLDM SPDR Gold MiniShares Trust | 34,845 | $2.21M | $2.87M | - | $656,261.43 | 29.69% | -0.4% |
| GSBD Goldman Sachs BDC Inc. | 62,328 | $933,494.49 | $545,058.36 | - | -$388,436.13 | -41.61% | -1.962% |
| IEFA iShares Core MSCI EAFE ETF | 819,171 | $55.34M | $79.03M | - | $23.69M | 42.81% | -0.145% |
| IEMG iShares Core MSCI Emerging Markets ETF | 354,036 | $18.16M | $27.19M | - | $9.03M | 49.71% | -1.652% |
| IJH iShares Core S&P Mid-Cap ETF | 215,861 | $13.24M | $15.6M | - | $2.35M | 17.75% | -1.068% |
| IWF iShares Russell 1000 Growth ETF | 100,892 | $8.88M | $12.25M | - | $3.36M | 37.87% | -2.294% |
| JCPI J.P. Morgan Inflation Managed Bond Fund | 4,763 | $222,401 | $221,622.39 | - | -$778.61 | -0.35% | +0.28% |
| JMUB JPMorgan Municipal Bond ETF | 117,149 | $5.93M | $5.65M | - | -$286,762.17 | -4.83% | +0.021% |
| MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | 109,046 | $5.63M | $5.5M | - | -$131,844.88 | -2.34% | +0.069% |
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 277,415 | $3.61M | $5.59M | - | $1.98M | 54.8% | +1.538% |
| SCHD Schwab U.S. Dividend Equity ETF | 478,107 | $12.42M | $16.4M | - | $3.98M | 32.06% | +0.587% |
| SPSM SPDR Portfolio S&P 600 Small Cap ETF | 92,111 | $3.8M | $4.86M | - | $1.06M | 27.93% | -1.087% |
| SPY SPDR S&P 500 ETF Trust | 65,023 | $35.39M | $49.57M | - | $14.18M | 40.08% | -1.222% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 434,407 | $29.87M | $38.95M | - | $9.08M | 30.39% | -1.288% |
| TIP iShares TIPS Bond ETF | 4,192 | $447,618.49 | $442,004.48 | - | -$5,614.01 | -1.25% | +0.142% |
| VONG Vanguard Russell 1000 Growth Fund | 4,227 | $461,634 | $528,586.35 | - | $66,952.35 | 14.5% | -2.221% |
| VOO Vanguard S&P 500 ETF | 113,697 | $52.6M | $79.66M | - | $27.06M | 51.45% | -1.238% |
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FAQ
Which stocks have generated the highest profits for Donna DiMaria?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $10.62M, iShares Core MSCI EAFE ETF - $8.22M, Vanguard S&P 500 ETF - $5.46M, Schwab U.S. Dividend Equity ETF - $4.84M, and SPDR Gold Shares - $4.16M. 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: iShares MSCI Emerging Markets ETF - $2.41M, Medifast Inc - $1.4M, iShares TIPS Bond ETF - $1.09M, iShares MSCI EAFE ETF - $367,352, and iShares iBoxx $ High Yield Corporate Bond ETF - $282,268.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donna DiMaria's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.6M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $7.65M, SPDR S&P 500 ETF Trust - $3.05M, Vanguard S&P 500 ETF - $2.6M, iShares Core MSCI Emerging Markets ETF - $2.36M, and Schwab U.S. Dividend Equity ETF - $2.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donna DiMaria's monthly returns?
Donna DiMaria'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 Donna DiMaria's strategy be considered aggressive or moderate?
Donna DiMaria'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 Donna DiMaria's strategy?
Donna DiMaria'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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