DR
Donna Rittershausen Portfolio
Invests via Koss-Olinger Consulting LLC | Managed by Koss-Olinger Consulting LLC
Invests via Koss-Olinger Consulting LLC
Managed by Koss-Olinger Consulting LLC
Automatically Tracked
Donna Rittershausen Profile
Donna Rittershausen possesses a rich background in corporate leadership, focusing on operational excellence and strategic market expansion. With extensive experience driving performance improvements in competitive sectors, she has established herself as an influential executive capable of steering organizations through complex growth phases. Her track record includes key roles that bridge both entrepreneurial initiatives and large-scale enterprise management, highlighting her unique ability to integrate innovative practices into traditional business models. Recognized for her insights into industry dynamics, she actively contributes to discussions around transforming organizational capabilities in the face of evolving market demands.
Donna Rittershausen possesses a rich background in corporate leadership, focusing on operational excellence and strategic market expansion. With extensive experience driving performance improvements in competitive sectors, she has established herself as an influential executive capable of steering organizations through complex growth phases. Her track record includes key roles that bridge both entrepreneurial initiatives and large-scale enterprise management, highlighting her unique ability to integrate innovative practices into traditional business models. Recognized for her insights into industry dynamics, she actively contributes to discussions around transforming organizational capabilities in the face of evolving market demands.
Investment Philosophy & Strategy
In a rapidly evolving marketplace, Donna Rittershausen leverages her extensive corporate leadership to identify and capitalize on growth opportunities. Her strategic focus is characterized by an entrepreneurial mindset combined with rigorous operational discipline, allowing her to drive transformative initiatives effectively. With a keen eye for market expansion and competitive differentiation, she champions innovative practices that align with the changing dynamics of industries. This approach not only enhances organizational performance but also cultivates resilient business models that can adapt over time. Through her executive acumen, she empowers teams to embrace challenges and foster continuous improvement within their sectors.
In a rapidly evolving marketplace, Donna Rittershausen leverages her extensive corporate leadership to identify and capitalize on growth opportunities. Her strategic focus is characterized by an entrepreneurial mindset combined with rigorous operational discipline, allowing her to drive transformative initiatives effectively. With a keen eye for market expansion and competitive differentiation, she champions innovative practices that align with the changing dynamics of industries. This approach not only enhances organizational performance but also cultivates resilient business models that can adapt over time. Through her executive acumen, she empowers teams to embrace challenges and foster continuous improvement within their sectors.
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:
37.37%
Gain +0.52%
Monthly
0.54%
Yearly
6.63%
Drawdown
14.99%
$1.3B
Equity
Holdings
$1.3B
Investment
$1.08B
$383.86M
Profit +$7.18M
Realized
$172.5M
Unrealized
$211.36M
Dividends
$96.32M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.52%
Profit
$7.18M
Win %
71%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$1.6M
Win %
71%
This Month
Compared to last month
Gain
-0.21%
Profit
-$2.73M
Win %
71%
This Year
Compared to last year
Gain
2.82%
Profit
$34.06M
Win %
72%
LAR Lithium Argentina AG
+10.93%
+$18,125.69 
TER Teradyne, Inc.
+9.73%
+$45,373.02 
INTC Intel Corporation
+9.28%
+$76,272.32 
ALB Albemarle Corporation
+8%
+$130,529.3 
HOV Hovnanian Enterprises Inc.
+7.96%
+$29,322.81 
BELFB Bel Fuse Inc.
+7.08%
+$98,196 
JBL Jabil Inc.
+6.92%
+$34,522.08 
VFC V.F. Corporation
+6.7%
+$86,762.5 
ST Sensata Technologies Holding plc
+6.06%
+$144,557.7 
NXPI NXP Semiconductors N.V.
+5.95%
+$113,136.41 
TEX Terex Corporation
+5.53%
+$36,265.67 
UPS United Parcel Service, Inc.
+5.22%
+$36,086.05 
XCEM Columbia EM Core ex-China ETF
+5.12%
+$35,759.96 
TIC Acuren Corporation
+5.1%
+$16,066.75 
BWA BorgWarner Inc.
+5.06%
+$19,353.21 
VPL Vanguard FTSE Pacific ETF
+4.88%
+$32,398.8 
AMN Amn Healthcare Services Inc.
+4.87%
+$42,675.49 
LYG Lloyds Banking Group Plc ADR
+4.84%
+$57,195.75 
CAT Caterpillar Inc.
+4.83%
+$44,977.95 
ESOA Energy Services of America Corporation
+4.79%
+$27,834.75 
GPN Global Payments Inc.
+4.77%
+$23,595.64 
IXN iShares Global Tech ETF
+4.73%
+$70,128.76 
SCVL Shoe Carnival Inc.
+4.68%
+$12,877.8 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+4.66%
+$6,178.68 
TSLA Tesla, Inc.
+4.63%
+$97,874.13 
BZH Beazer Homes USA Inc.
+4.58%
+$19,754.46 
GEV GE Vernova Inc.
+4.58%
+$70,859.5 
NKE Nike, Inc. - Class B
+4.54%
+$39,856.11 
PII Polaris Inc.
+4.46%
+$93,103.96 
GE General Electric Company
+4.43%
+$101,240.47 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$172,752.58 
IFF International Flavors & Fragrances Inc.
+4.41%
+$33,722.68 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$17,294.85 
CMP Compass Minerals International Inc.
+4.35%
+$57,330 
FMC FMC Corporation
+4.35%
+$8,673.85 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.35%
+$138,689.42 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.32%
+$58,524 
COIN Coinbase Global, Inc.
+4.2%
+$9,795.58 
HII Huntington Ingalls Industries Inc.
+4.08%
+$79,122.69 
DG Dollar General Corporation
+3.98%
+$38,863.12 
BLBD Blue Bird Corporation
+3.96%
+$33,450.56 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$324,052.56 
HY Hyster-Yale Materials Handling, Inc.
+3.92%
+$11,636.17 
RTX RTX Corporation
+3.83%
+$19,536.4 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$129,410.97 
SCHF Schwab International Equity ETF
+3.67%
+$67,044.74 
TGT Target Corporation
+3.64%
+$26,562 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$39,752.5 
GILD Gilead Sciences Inc.
+3.6%
+$18,571.87 
AVGO Broadcom Inc.
+3.47%
+$66,215.65 
VSGX Vanguard ESG International Stock ETF
+3.47%
+$158,167.79 
RSPT Invesco S&P 500 Equal Weight ETF
+3.46%
+$13,703.34 
GS The Goldman Sachs Group, Inc.
+3.43%
+$11,456.21 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$3M 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$16,959.04 
VGT Vanguard Information Technology ETF
+3.32%
+$10,951.28 
GSK GSK plc Sponsored ADR
+3.28%
+$81,553.92 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$40,249.8 
PK Park Hotels & Resorts Inc.
+3.16%
+$24,210.12 
EFA iShares MSCI EAFE ETF
+3.12%
+$25,315.62 
GLD SPDR Gold Shares
+3.1%
+$8,560.26 
EL The Estée Lauder Companies Inc. Class A
+3.08%
+$48,689.19 
LHX L3Harris Technologies, Inc.
+3.05%
+$42,499.54 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+3.04%
+$99,578.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
+3.03%
+$45,246.94 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$23,598.27 
EBAY eBay Inc.
+3.01%
+$18,412.8 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$36,315.08 
IWM iShares Russell 2000 ETF
+2.99%
+$10,562.81 
MS Morgan Stanley
+2.91%
+$11,973.78 
RCKY Rocky Brands Inc.
+2.84%
+$23,692.51 
WWJD Inspire International ETF
+2.75%
+$15,168.3 
DVA DaVita Inc.
+2.71%
+$22,585.24 
LEGH Legacy Housing Corporation
+2.67%
+$11,889.15 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$149,846.08 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$25,141.72 
CVS CVS Health Corporation
+2.54%
+$13,787.13 
CSCO Cisco Systems, Inc.
+2.53%
+$11,760.07 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$1.73M 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$18,935.84 
VB Vanguard Small-Cap ETF
+2.52%
+$9,544.84 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$9,559.44 
AXGN Axogen Inc.
+2.47%
+$10,573.32 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$440,736.12 
SPEM SPDR Portfolio Emerging Markets ETF
+2.33%
+$880,946.85 
INCY Incyte Corporation
+2.31%
+$52,201.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$14,602.67 
HD The Home Depot, Inc.
+2.26%
+$7,000.9 
MLR Miller Industries Inc.
+2.26%
+$8,223.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$228,150.88 
IWR iShares Russell Mid-Cap ETF
+2.23%
+$268,706.05 
PFE Pfizer Inc.
+2.23%
+$20,273.19 
APH Amphenol Corporation
+2.21%
+$26,320 
QVMT Invesco S&P 500 Concentrated QVM ETF
+2.18%
+$28,772.98 
LW Lamb Weston Holdings, Inc.
+2.17%
+$13,215.36 
NVDA NVIDIA Corporation
+2.17%
+$201,166.04 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$6,027.18 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$19,486.62 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.98%
+$57,633.94 
NOC Northrop Grumman Corporation
+1.9%
+$15,413.45 
IJS iShares S&P Small-Cap 600 Value ETF
+1.87%
+$6,642.03 
VO Vanguard Mid-Cap ETF
+1.83%
+$14,188.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$17,606.38 
VIRC Virco Mfg. Corporation
+1.82%
+$5,309.48 
HAS Hasbro Inc.
+1.8%
+$3,504.64 
VUG Vanguard Growth ETF
+1.78%
+$5,542.8 
DIS The Walt Disney Company
+1.77%
+$29,666 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.76%
+$26,996.38 
IWB iShares Russell 1000 ETF
+1.74%
+$266,961.33 
PHG Koninklijke Philips N.V.
+1.73%
+$3,603.16 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$53,995.48 
VOO Vanguard S&P 500 ETF
+1.72%
+$9,706.01 
IVV iShares Core S&P 500 ETF
+1.72%
+$142,415.23 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$5.14M 
DEO Diageo plc Sponsored ADR
+1.71%
+$4,548.18 
EFIV SPDR S&P 500 ESG ETF
+1.7%
+$494,892 
TM Toyota Motor Corporation
+1.7%
+$5,986 
VTV Vanguard Value ETF
+1.68%
+$85,070 
AXP American Express Company
+1.64%
+$7,029.75 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$51,541.14 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.59%
+$5,539.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$5,480.8 
CATH Global X S&P 500 Catholic Values ETF
+1.57%
+$29,927.27 
FITB Fifth Third Bancorp
+1.51%
+$4,674.6 
ISMD Inspire Small/Mid Cap ETF
+1.5%
+$13,481.48 
SFM Sprouts Farmers Market, Inc.
+1.5%
+$10,010 
TCMD Tactile Systems Technology Inc.
+1.46%
+$11,075.86 
AMZN Amazon.com Inc
+1.45%
+$57,897.9 
USB U.S. Bancorp
+1.43%
+$4,160.16 
RPRX Royalty Pharma plc
+1.41%
+$18,589.34 
JPM JPMorgan Chase & Co.
+1.4%
+$4,268.15 
AAPL Apple Inc.
+1.39%
+$45,679.95 
MRK Merck & Co., Inc.
+1.39%
+$3,587.11 
MDXG MiMedx Group, Inc.
+1.37%
+$2,569.95 
PYPL PayPal Holdings Inc
+1.35%
+$21,611.15 
HCA HCA Healthcare Inc.
+1.34%
+$2,645.54 
JAKK Jakks Pacific Inc.
+1.29%
+$5,057.9 
BUD Anheuser-Busch InBev S.A. ADR
+1.24%
+$28,667.84 
XJH iShares ESG Screened S&P Mid-Cap ETF
+1.21%
+$81,535.2 
BLV Vanguard Long-Term Bond ETF
+1.19%
+$312,137.14 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$3,336.82 
GEHC GE HealthCare Technologies Inc.
+1.18%
+$2,995.5 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$79,338.5 
HBB Hamilton Beach Brands Holding Company
+1.12%
+$6,751.14 
BAC Bank of America Corporation
+1.09%
+$4,339.93 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$223,540.48 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$74,423.16 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.95%
+$565,508.9 
GOOG Alphabet Inc
+0.91%
+$50,423.37 
IBM International Business Machines Corporation
+0.91%
+$4,518.58 
CGW Invesco S&P Global Water Index ETF
+0.89%
+$21,640.85 
SLB Schlumberger Limited
+0.88%
+$8,773.45 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.88%
+$1,487.9 
SDY SPDR S&P Dividend ETF
+0.85%
+$8,497.64 
MCD McDonald's Corporation
+0.83%
+$1,896.46 
CTA-PA EIDP, Inc.
+0.81%
+$10,246.9 
TTWO Take-Two Interactive Software, Inc.
+0.77%
+$2,263.14 
RY Royal Bank of Canada
+0.77%
+$2,237.44 
SB-PC Safe Bulkers, Inc.
+0.74%
+$26,865.62 
KHC The Kraft Heinz Company
+0.71%
+$7,268.18 
PLTR Palantir Technologies Inc.
+0.69%
+$9,130.44 
PANL Pangaea Logistics Solutions Ltd.
+0.69%
+$4,616.75 
MMM 3M Company
+0.68%
+$3,040.94 
HRL Hormel Foods Corporation
+0.66%
+$2,370.08 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.63%
+$3,900.8 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.63%
+$3,533.44 
BNDX Vanguard Total International Bond ETF
+0.58%
+$2,422.84 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$464,467.92 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.57%
+$35,302.75 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.55%
+$633,285 
HCI HCI Group, Inc.
+0.54%
+$3,699.24 
BIO Bio-Rad Laboratories Inc.
+0.54%
+$5,366.4 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.52%
+$238,751.72 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.51%
+$4,653.6 
POWW Ammo Inc.
+0.5%
+$139.1 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.45%
+$1,154.44 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.42%
+$728.63 
GOOGL Alphabet Inc
+0.42%
+$5,476.19 
ICF iShares Cohen & Steers Realty Majors ETF
+0.41%
+$30,917.6 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.39%
+$1,850.11 
GVI iShares Intermediate Government Bond ETF
+0.35%
+$56,668.87 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.31%
+$1,601.04 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.3%
+$1,230.9 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$22,407.6 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.27%
+$39,909.61 
PRDO Perdoceo Education Corporation
+0.26%
+$1,253.43 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$8,464.12 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.23%
+$642.05 
VGSR Vert Global Sustainable Real Estate ETF
+0.23%
+$6,672.41 
FF FutureFuel Corp
+0.22%
+$777.28 
IBTI iShares iBonds Dec 2028 Term ETF
+0.2%
+$1,296.94 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.17%
+$1,390.65 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$1,891.75 
TMUS T-Mobile US, Inc.
+0.16%
+$351.48 
BBW Build-A-Bear Workshop Inc.
+0.15%
+$462.85 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.14%
+$332.61 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$588.08 
MDT Medtronic plc
+0.11%
+$321.66 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.11%
+$558.92 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$2,626 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$3,337.5 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$695.61 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$279.48 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$429.36 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$169.4 
BKLN Invesco Senior Loan ETF
+0.05%
+$8,177.72 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$288.86 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$243.47 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$148.57 
SCHH Schwab U.S. REIT ETF
+0.02%
+$530.54 
CMCSA Comcast Corp
0%
$0 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
GDEN Golden Entertainment Inc.
0%
$0 
JCI
0%
$0 
LAC
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
DVN Devon Energy Corporation
-4.27%
-$82,467.59 
REPX Riley Exploration Permian, Inc.
-4.26%
-$22,422.15 
PAYC Paycom Software, Inc.
-3.26%
-$18,700.78 
SD SandRidge Energy Inc.
-3.23%
-$20,520.22 
APA APA Corporation
-3.21%
-$40,333.2 
EML The Eastern Company
-3.21%
-$11,493.91 
TRU TransUnion
-3.18%
-$6,277.52 
XOM Exxon Mobil Corporation
-2.68%
-$7,870.59 
CRM Salesforce Inc
-2.6%
-$7,144.78 
MO Altria Group, Inc.
-2.35%
-$24,996.76 
EGY Vaalco Energy Inc.
-2.16%
-$12,520.2 
CVX Chevron Corporation
-2.1%
-$6,328.2 
MSFT Microsoft Corp.
-1.77%
-$61,059.96 
REX Rex American Resources Corporation
-1.64%
-$17,033.04 
VCYT Veracyte Inc.
-1.56%
-$4,893 
VEEV Veeva Systems Inc.
-1.35%
-$14,316.38 
KO The Coca-Cola Company
-1.27%
-$4,498.64 
CTSH Cognizant Technology Solutions Corporation
-1.22%
-$11,687.76 
AMCX AMC Networks Inc.
-1.18%
-$1,245 
WTRG Essential Utilities Inc.
-1.17%
-$8,756.44 
ZBH Zimmer Biomet Holdings, Inc.
-1.15%
-$9,003.05 
UBCP United Bancorp Inc.
-0.95%
-$3,500.7 
NFLX Netflix, Inc.
-0.9%
-$1,580.25 
T AT&T Inc.
-0.86%
-$2,061.2 
DUK Duke Energy Corporation
-0.67%
-$1,345.18 
CPB The Campbell's Company
-0.66%
-$5,239.95 
UNH UnitedHealth Group Incorporated
-0.54%
-$2,171.27 
META Meta Platforms Inc Class A
-0.45%
-$7,780.3 
PG Procter & Gamble Co
-0.45%
-$3,802.27 
TK Teekay Corporation Ltd.
-0.34%
-$2,695.6 
AXR Amrep Corp.
-0.31%
-$1,262.32 
ASC Ardmore Shipping Corporation
-0.21%
-$1,382.08 
AEP American Electric Power Company, Inc.
-0.1%
-$304.98 
TZOO Travelzoo Inc.
-0.1%
-$261.98 
WMT Walmart Inc.
-0.09%
-$300.08 
ABBV AbbVie Inc.
-0.08%
-$221.92 
JNJ Johnson & Johnson
-0.05%
-$220.36 
VZ Verizon Communications Inc.
-0.04%
-$327.46 Events
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Dividends
Dividend Analysis
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| Trades 4420 | Longs Won 2523/4420 57% | Profit Factor 5.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.24M |
| Average Win $184,215.3 | Best Trade (Jun 12) $71.75M | Sharpe Ratio -3.28 |
| Average Loss -$42,653.72 | Worst Trade (Jun 30) -$14.2M | Z-Score -18.98 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $86,846.4 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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