DD
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:
7.7%
Gain
Monthly
0.06%
Yearly
0.77%
Drawdown
32.93%
$357.67M
Equity
Holdings
$357.67M
Investment
$259.43M
$114.76M
Profit -$1.93M
Realized
$16.51M
Unrealized
$98.25M
Dividends
$23.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.93M
Win %
89%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$2.01M
Win %
89%
This Month
Compared to last month
Gain
-0.06%
Profit
-$219,865.18
Win %
89%
This Year
Compared to last year
Gain
10.12%
Profit
$32.87M
Win %
89%
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$294,035.8 
XLRE The Real Estate Select Sector SPDR Fund
+1.45%
+$12,781.97 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$38,226.07 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$36,696.37 
GSBD Goldman Sachs BDC Inc.
+0.22%
+$1,246.56 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$554,066.34 
GLD SPDR Gold Shares
-1.78%
-$102,514.96 
GLDM SPDR Gold MiniShares Trust
-1.72%
-$48,086.1 
IWF iShares Russell 1000 Growth ETF
-1.48%
-$184,632.36 
VONG Vanguard Russell 1000 Growth Fund
-1.48%
-$7,946.76 
EFA iShares MSCI EAFE ETF
-0.85%
-$30,099.8 
DBC Invesco DB Commodity Index Tracking Fund
-0.81%
-$35,477.25 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$651,240.94 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.81%
-$38,838.1 
VOO Vanguard S&P 500 ETF
-0.39%
-$303,570.99 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$187,916.47 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$147,698.38 
JMUB JPMorgan Municipal Bond ETF
-0.18%
-$10,543.41 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$8,178.45 
TIP iShares TIPS Bond ETF
-0.11%
-$482.08 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.1%
-$238.15 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 221 | Longs Won 138/221 62% | Profit Factor 7.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.74M |
| Average Win $965,986.01 | Best Trade (Jul 16) $13.51M | Sharpe Ratio -9.1 |
| Average Loss -$223,464.97 | Worst Trade (Dec 31) -$5.9M | Z-Score -3.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $519,269.12 |
| 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 | 1,600 | 1,440 | 1,280 | 1,120 | 960 | 800 | 640 | 480 | 320 | 160 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
