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:
36.05%
Gain -0.65%
Monthly
0.6%
Yearly
7.49%
Drawdown
16.49%
$1.28B
Equity
Holdings
$1.28B
Investment
$1.08B
$367.82M
Profit -$8.63M
Realized
$170.26M
Unrealized
$197.57M
Dividends
$101.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$8.63M
Win %
67%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$6.3M
Win %
67%
This Month
Compared to last month
Gain
-1.31%
Profit
-$17M
Win %
67%
This Year
Compared to last year
Gain
7.53%
Profit
$89.64M
Win %
70%
GPN Global Payments Inc.
+6.03%
+$37,135.42 
SB Safe Bulkers Inc.
+5.58%
+$53,731.24 
TER Teradyne, Inc.
+5.31%
+$22,976.52 
BLBD Blue Bird Corporation
+4.37%
+$42,057.93 
INTC Intel Corporation
+3.8%
+$27,728.4 
COIN Coinbase Global, Inc.
+3.12%
+$7,433.74 
AVGO Broadcom Inc.
+2.93%
+$55,693.1 
ASC Ardmore Shipping Corporation
+2.92%
+$17,769.6 
SCVL Shoe Carnival Inc.
+2.62%
+$6,273.8 
PANL Pangaea Logistics Solutions Ltd.
+2.44%
+$15,835.45 
GOOG Alphabet Inc
+2.41%
+$130,351.85 
GOOGL Alphabet Inc
+2.3%
+$29,212.46 
JBL Jabil Inc.
+2.16%
+$9,189.84 
NXPI NXP Semiconductors N.V.
+2.11%
+$37,490.17 
AMZN Amazon.com Inc
+2.01%
+$83,406.54 
MSFT Microsoft Corp.
+2%
+$68,453.17 
HCI HCI Group, Inc.
+1.98%
+$14,967.04 
AMCX AMC Networks Inc.
+1.95%
+$2,126.87 
VEEV Veeva Systems Inc.
+1.79%
+$22,673 
PLTR Palantir Technologies Inc.
+1.74%
+$23,255.15 
TK Teekay Corporation Ltd.
+1.74%
+$12,467.15 
EBAY eBay Inc.
+1.7%
+$10,932.6 
GEV GE Vernova Inc.
+1.62%
+$30,701.39 
TTWO Take-Two Interactive Software, Inc.
+1.59%
+$5,266.69 
NOC Northrop Grumman Corporation
+1.55%
+$12,079.6 
RTX RTX Corporation
+1.54%
+$8,547.2 
IBM International Business Machines Corporation
+1.52%
+$5,875.95 
PAYC Paycom Software, Inc.
+1.47%
+$9,098.81 
CVX Chevron Corporation
+1.39%
+$4,149.9 
CRM Salesforce Inc
+1.38%
+$3,801.96 
HII Huntington Ingalls Industries Inc.
+1.26%
+$22,783.85 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$4,446.11 
HAS Hasbro Inc.
+1.03%
+$1,989.12 
EEM iShares MSCI Emerging Markets ETF
+1.03%
+$39,261.95 
XOM Exxon Mobil Corporation
+1%
+$2,890.44 
DVN Devon Energy Corporation
+0.95%
+$17,198.01 
TMUS T-Mobile US, Inc.
+0.94%
+$2,181.6 
ESGE iShares ESG Aware MSCI EM ETF
+0.93%
+$28,842.49 
IXN iShares Global Tech ETF
+0.92%
+$13,679.58 
EL The Estée Lauder Companies Inc. Class A
+0.88%
+$13,421.92 
SD SandRidge Energy Inc.
+0.88%
+$4,974.6 
META Meta Platforms Inc Class A
+0.88%
+$17,002.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$88,254.31 
BBW Build-A-Bear Workshop Inc.
+0.85%
+$2,684.53 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.85%
+$5,564.27 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$3,258.45 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$9,965.1 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$27,716.98 
UBCP United Bancorp Inc.
+0.78%
+$2,800.56 
VGT Vanguard Information Technology ETF
+0.74%
+$2,466.24 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.7%
+$9,217.53 
MDT Medtronic plc
+0.69%
+$2,037.18 
BELFB Bel Fuse Inc.
+0.67%
+$9,043.05 
MMM 3M Company
+0.66%
+$3,012.49 
DEO Diageo plc Sponsored ADR
+0.61%
+$1,699.32 
NVDA NVIDIA Corporation
+0.6%
+$56,289.58 
BIO Bio-Rad Laboratories Inc.
+0.57%
+$5,985.6 
TM Toyota Motor Corporation
+0.54%
+$1,957.75 
VUG Vanguard Growth ETF
+0.52%
+$1,636.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.5%
+$92,618.46 
TGT Target Corporation
+0.48%
+$3,847.5 
APH Amphenol Corporation
+0.46%
+$5,600 
VPL Vanguard FTSE Pacific ETF
+0.46%
+$3,045 
REPX Riley Exploration Permian, Inc.
+0.46%
+$2,344.8 
PYPL PayPal Holdings Inc
+0.43%
+$9,626.78 
SPEM SPDR Portfolio Emerging Markets ETF
+0.42%
+$157,445.82 
BUD Anheuser-Busch InBev S.A. ADR
+0.42%
+$9,508.64 
EFIV SPDR S&P 500 ESG ETF
+0.4%
+$117,536.85 
CATH Global X S&P 500 Catholic Values ETF
+0.39%
+$7,604.15 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.35%
+$1,263.75 
QVMT Invesco S&P 500 Concentrated QVM ETF
+0.35%
+$4,601.26 
LHX L3Harris Technologies, Inc.
+0.29%
+$3,822.15 
KHC The Kraft Heinz Company
+0.29%
+$3,206.55 
DUK Duke Energy Corporation
+0.26%
+$518.74 
IWB iShares Russell 1000 ETF
+0.25%
+$39,406.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.25%
+$3,918.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$2,378.85 
IVV iShares Core S&P 500 ETF
+0.24%
+$20,134.09 
T AT&T Inc.
+0.23%
+$515.3 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$7,222.41 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$681,898.94 
SCHA Schwab U.S. Small-Cap ETF
+0.22%
+$1,125.6 
VOO Vanguard S&P 500 ETF
+0.21%
+$1,232.26 
MOAT VanEck Morningstar Wide Moat Fund
+0.21%
+$15,522.75 
CTVA Corteva Inc.
+0.15%
+$3,217.05 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.15%
+$4,948 
CMCSA Comcast Corp
+0.15%
+$1,197.53 
ESOA Energy Services of America Corporation
+0.12%
+$742.26 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$7,574.4 
USB U.S. Bancorp
+0.09%
+$282.48 
VO Vanguard Mid-Cap ETF
+0.08%
+$649.48 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.07%
+$1,098.56 
VSGX Vanguard ESG International Stock ETF
+0.06%
+$2,602.39 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$25,131.76 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.04%
+$74.39 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.04%
+$35,830.32 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.04%
+$254.4 
VRTX Vertex Pharmaceuticals Incorporated
+0.04%
+$122.74 
POWW Ammo Inc.
+0.04%
+$11.13 
PK Park Hotels & Resorts Inc.
+0.03%
+$275.12 
GEHC GE HealthCare Technologies Inc.
+0.03%
+$79.88 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$148.57 
XCEM Columbia EM Core ex-China ETF
+0.02%
+$142.47 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$42.35 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$30.38 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
GDEN Golden Entertainment Inc.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LAC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LAR Lithium Argentina AG
-6.6%
-$8,602.02 
HY Hyster-Yale Materials Handling, Inc.
-3.46%
-$9,973.86 
UPS United Parcel Service, Inc.
-3.38%
-$26,646.1 
TEX Terex Corporation
-3.03%
-$21,825.54 
AAPL Apple Inc.
-2.84%
-$107,037.6 
PRDO Perdoceo Education Corporation
-2.65%
-$11,698.68 
GSK GSK plc Sponsored ADR
-2.6%
-$65,291.68 
LW Lamb Weston Holdings, Inc.
-2.46%
-$15,830.9 
HOV Hovnanian Enterprises Inc.
-2.37%
-$10,267.92 
ALB Albemarle Corporation
-2.25%
-$30,164.8 
GE General Electric Company
-2.2%
-$55,065.53 
AMN Amn Healthcare Services Inc.
-2.17%
-$22,680.68 
REX Rex American Resources Corporation
-2.09%
-$23,420.43 
TSLA Tesla, Inc.
-2.07%
-$43,702.71 
RY Royal Bank of Canada
-1.99%
-$6,322.25 
MS Morgan Stanley
-1.93%
-$8,254.35 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.88%
-$2,116.77 
TIC Acuren Corporation
-1.82%
-$4,958.87 
VCYT Veracyte Inc.
-1.78%
-$6,850.2 
NFLX Netflix, Inc.
-1.75%
-$2,590.75 
HD The Home Depot, Inc.
-1.61%
-$5,291.95 
MRK Merck & Co., Inc.
-1.46%
-$4,043.64 
WTRG Essential Utilities Inc.
-1.44%
-$11,343.57 
CAT Caterpillar Inc.
-1.43%
-$13,708.83 
WMT Walmart Inc.
-1.42%
-$4,433 
ZBH Zimmer Biomet Holdings, Inc.
-1.31%
-$10,555.3 
INCY Incyte Corporation
-1.3%
-$32,508.18 
FITB Fifth Third Bancorp
-1.29%
-$4,410 
EML The Eastern Company
-1.21%
-$5,126.78 
NKE Nike, Inc. - Class B
-1.21%
-$10,588.34 
UNH UnitedHealth Group Incorporated
-1.15%
-$4,880.4 
FF FutureFuel Corp
-1.15%
-$4,275.04 
AXR Amrep Corp.
-1.13%
-$4,575.91 
TCMD Tactile Systems Technology Inc.
-1.07%
-$8,983.11 
CGW Invesco S&P Global Water Index ETF
-1.06%
-$27,542.9 
AXGN Axogen Inc.
-1.04%
-$4,301.89 
SFM Sprouts Farmers Market, Inc.
-1%
-$5,852 
TRU TransUnion
-0.97%
-$2,257.57 
AEP American Electric Power Company, Inc.
-0.96%
-$2,991.15 
DIS The Walt Disney Company
-0.96%
-$15,934.88 
LYG Lloyds Banking Group Plc ADR
-0.92%
-$12,583.07 
HBB Hamilton Beach Brands Holding Company
-0.91%
-$6,444.27 
VFC V.F. Corporation
-0.88%
-$11,831.25 
PII Polaris Inc.
-0.87%
-$20,096.64 
JNJ Johnson & Johnson
-0.86%
-$4,196.03 
BZH Beazer Homes USA Inc.
-0.84%
-$4,489.65 
GS The Goldman Sachs Group, Inc.
-0.83%
-$2,952.55 
BAC Bank of America Corporation
-0.77%
-$3,428.18 
RCKY Rocky Brands Inc.
-0.74%
-$6,599.28 
PG Procter & Gamble Co
-0.71%
-$6,072.25 
CPB The Campbell's Company
-0.7%
-$5,414.61 
BLV Vanguard Long-Term Bond ETF
-0.68%
-$178,364.08 
LEGH Legacy Housing Corporation
-0.68%
-$3,316.16 
SCHH Schwab U.S. REIT ETF
-0.67%
-$17,507.82 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.6%
-$18,050.19 
HRL Hormel Foods Corporation
-0.59%
-$2,221.95 
ICF iShares Cohen & Steers Realty Majors ETF
-0.59%
-$45,272.2 
ISMD Inspire Small/Mid Cap ETF
-0.57%
-$5,411.58 
VGSR Vert Global Sustainable Real Estate ETF
-0.56%
-$16,875.76 
AXP American Express Company
-0.54%
-$2,634.44 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.54%
-$936.81 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.53%
-$2,537.92 
PFE Pfizer Inc.
-0.5%
-$4,445.84 
VIRC Virco Mfg. Corporation
-0.49%
-$1,448.04 
BKLN Invesco Senior Loan ETF
-0.46%
-$77,688.34 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.46%
-$1,902.3 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.44%
-$2,264.76 
JAKK Jakks Pacific Inc.
-0.43%
-$1,863.43 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.43%
-$500,295.15 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.42%
-$3,377.3 
IFF International Flavors & Fragrances Inc.
-0.4%
-$3,243.55 
EFA iShares MSCI EAFE ETF
-0.4%
-$3,274.26 
MO Altria Group, Inc.
-0.39%
-$4,214.57 
VZ Verizon Communications Inc.
-0.39%
-$2,783.41 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.39%
-$28,351.68 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$22,438.88 
CMP Compass Minerals International Inc.
-0.37%
-$5,005 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$30,120.27 
BWA BorgWarner Inc.
-0.36%
-$1,206.22 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$75,595.32 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.35%
-$3,195.17 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$4,219.71 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.34%
-$21,181.65 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.33%
-$1,697.1 
JPM JPMorgan Chase & Co.
-0.32%
-$1,067.05 
SDY SPDR S&P Dividend ETF
-0.32%
-$3,278.59 
CTSH Cognizant Technology Solutions Corporation
-0.31%
-$2,597.28 
RTO Rentokil Initial plc Sponsored ADR
-0.31%
-$5,571.56 
MCD McDonald's Corporation
-0.31%
-$673.85 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$2,921.58 
GILD Gilead Sciences Inc.
-0.3%
-$1,740.45 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.3%
-$20,791.48 
IJS iShares S&P Small-Cap 600 Value ETF
-0.3%
-$1,093.5 
SLB Schlumberger Limited
-0.29%
-$2,417.18 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$228,086.92 
FMC FMC Corporation
-0.27%
-$553.65 
ABBV AbbVie Inc.
-0.27%
-$794.25 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.26%
-$2,404.36 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.26%
-$1,437.67 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$2,521.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$2,703.17 
MDXG MiMedx Group, Inc.
-0.23%
-$513.99 
MDY SPDR S&P MidCap 400 ETF Trust
-0.22%
-$2,274.24 
MLR Miller Industries Inc.
-0.22%
-$837.54 
RPRX Royalty Pharma plc
-0.21%
-$3,017.75 
GVI iShares Intermediate Government Bond ETF
-0.21%
-$34,001.32 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.21%
-$129,552.95 
JCI Johnson Controls International plc
-0.21%
-$594.5 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$1,582.24 
SCHF Schwab International Equity ETF
-0.18%
-$3,324.87 
BNDX Vanguard Total International Bond ETF
-0.18%
-$735.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.17%
-$122,284.45 
HCA HCA Healthcare Inc.
-0.15%
-$289.85 
PHG Koninklijke Philips N.V.
-0.15%
-$323.88 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$584.99 
CSCO Cisco Systems, Inc.
-0.14%
-$625.12 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.14%
-$19,954.81 
DVA DaVita Inc.
-0.13%
-$1,301.38 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$3,916.5 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.12%
-$321.02 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.11%
-$274.78 
IBTI iShares iBonds Dec 2028 Term ETF
-0.11%
-$720.52 
VYM Vanguard High Dividend Yield ETF
-0.11%
-$304.98 
GLD SPDR Gold Shares
-0.1%
-$265.33 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$3,341.1 
VGSH Vanguard Short-Term Treasury Fund
-0.1%
-$404.31 
EGY Vaalco Energy Inc.
-0.09%
-$521.67 
IWM iShares Russell 2000 ETF
-0.09%
-$338.31 
VTV Vanguard Value ETF
-0.09%
-$4,779.2 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.08%
-$282.1 
TZOO Travelzoo Inc.
-0.07%
-$201.72 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$1,838.2 
VB Vanguard Small-Cap ETF
-0.06%
-$251.18 
WWJD Inspire International ETF
-0.06%
-$361.15 
APA APA Corporation
-0.06%
-$661.2 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$567.52 
KO The Coca-Cola Company
-0.05%
-$169.76 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,668.75 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$224.66 
DG Dollar General Corporation
-0.02%
-$266.49 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$143.12 
ST Sensata Technologies Holding plc
-0.02%
-$507.22 
CVS CVS Health Corporation
-0.02%
-$110.74 
IWR iShares Russell Mid-Cap ETF
-0.01%
-$571.72 Events
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Dividends
Dividend Analysis
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| Trades 4420 | Longs Won 2508/4420 56% | Profit Factor 5.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $180,971.71 | Best Trade (Jul 22) $74.27M | Sharpe Ratio -4.82 |
| Average Loss -$45,007.93 | Worst Trade (Jun 30) -$14.2M | Z-Score -20.57 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w | Expectancy $83,217.63 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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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FAQ
Which stocks have generated the highest profits for Donna Rittershausen?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $44.37M, Schwab U.S. Large-Cap ETF - $16.95M, ISHARES S&P 500 VALUE ETF - $16.44M, iShares Broad USD High Yield Corporate Bond ETF - $11.77M, and JPMorgan Diversified Return U.S. Small Cap Equity ETF - $9.85M. 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: Pacer Trendpilot US Bond ETF - $12.92M, Vanguard Total Bond Market Index Fund - $3.81M, Paramount Global - $1.2M, Millicom International Cellular S.A - $1.12M, and iShares 0-5 Year TIPS Bond ETF - $932,387.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donna Rittershausen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $101.85M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $10.08M, Schwab U.S. Large-Cap ETF - $7.7M, VanEck Emerging Markets High Yield Bond Fund - $7.34M, PIMCO Active Bond Exchange-Traded Fund - $7.33M, and iShares Core U.S. Aggregate Bond ETF - $5.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donna Rittershausen's monthly returns?
Donna Rittershausen's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Donna Rittershausen's strategy be considered aggressive or moderate?
Donna Rittershausen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Donna Rittershausen's strategy?
Donna Rittershausen'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.
