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:
42.75%
Gain -0.03%
Monthly
0.63%
Yearly
7.82%
Drawdown
16.49%
$1.3B
Equity
Holdings
$1.3B
Investment
$1.13B
$399.06M
Profit -$475,957.54
Realized
$235.05M
Unrealized
$164.01M
Dividends
$104.23M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$475,957.54
Win %
61%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$12.62M
Win %
61%
This Month
Compared to last month
Gain
-0.48%
Profit
-$6.29M
Win %
61%
This Year
Compared to last year
Gain
-0.02%
Profit
-$203,460.98
Win %
68%
AAPL Apple Inc.
+3.16%
+$110,208.38 
PYPL PayPal Holdings Inc
+1.87%
+$22,055.47 
EGY Vaalco Energy Inc.
+1.7%
+$3,383.52 
TK Teekay Corporation Ltd.
+1.67%
+$4,092.63 
GTBP GT Biopharma, Inc.
+1.34%
+$32 
ASC Ardmore Shipping Corporation
+1.21%
+$2,520.98 
MO Altria Group, Inc.
+1.19%
+$11,092.95 
PANW Palo Alto Networks, Inc.
+1.01%
+$3,927 
EBAY eBay Inc.
+0.89%
+$2,557.6 
DIS The Walt Disney Company
+0.73%
+$1,897.2 
TM Toyota Motor Corporation
+0.7%
+$2,676.68 
TCMD Tactile Systems Technology Inc.
+0.69%
+$1,284.73 
GOOGL Alphabet Inc
+0.67%
+$7,635.1 
GOOG Alphabet Inc
+0.64%
+$13,123.58 
RCKY Rocky Brands Inc.
+0.59%
+$1,614.15 
TIC Acuren Corporation
+0.49%
+$1,785.19 
KO The Coca-Cola Company
+0.48%
+$1,490.47 
HCI HCI Group, Inc.
+0.3%
+$687.12 
SD SandRidge Energy Inc.
+0.27%
+$439.48 
VZ Verizon Communications Inc.
+0.27%
+$1,906.87 
FITB Fifth Third Bancorp
+0.23%
+$740.62 
USB U.S. Bancorp
+0.2%
+$443.25 
PG Procter & Gamble Co
+0.15%
+$1,197.12 
OZK Bank OZK
+0.14%
+$378 
LLY Eli Lilly and Company
+0.07%
+$145.6 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$491.01 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$149.47 LAC
LAC
0%
$0 
AXGN Axogen Inc.
-10.46%
-$50,037.78 
CPB The Campbell's Company
-4.29%
-$16,994.42 
HBB Hamilton Beach Brands Holding Company
-3.56%
-$10,388.49 
MDXG MiMedx Group, Inc.
-3.31%
-$2,596.41 
AMD Advanced Micro Devices, Inc.
-3.12%
-$6,343.51 
TER Teradyne, Inc.
-2.95%
-$8,871.39 
IBM International Business Machines Corporation
-2.85%
-$10,996.3 
GEV GE Vernova Inc.
-2.84%
-$48,563.98 
ESOA Energy Services of America Corporation
-2.6%
-$3,731.98 
JBL Jabil Inc.
-2.6%
-$11,469.6 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.25%
-$7,915.24 
NVDA NVIDIA Corporation
-2.24%
-$201,782.76 
XCEM Columbia EM Core ex-China ETF
-2.18%
-$13,098.8 
ARTY iShares Future AI & Tech ETF
-2.14%
-$6,105.98 
EEM iShares MSCI Emerging Markets ETF
-2.12%
-$1.08M 
ESGE iShares ESG Aware MSCI EM ETF
-2%
-$68,448.12 
NKE Nike, Inc. - Class B
-1.99%
-$6,954.57 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$5,971.47 
HD The Home Depot, Inc.
-1.71%
-$5,197.64 
VPL Vanguard FTSE Pacific ETF
-1.62%
-$8,957.31 
VIRC Virco Mfg. Corporation
-1.59%
-$1,482.6 
META Meta Platforms Inc Class A
-1.53%
-$18,866.43 
SPEM SPDR Portfolio Emerging Markets ETF
-1.48%
-$6,280 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$89,499.16 
IXN iShares Global Tech ETF
-1.42%
-$15,185.17 
JCI Johnson Controls International plc
-1.42%
-$4,202.5 
CSCO Cisco Systems, Inc.
-1.34%
-$5,860 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.28%
-$2.19M 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$42,274.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$14,848.1 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$3,580.15 
CAT Caterpillar Inc.
-1.25%
-$8,874 
BLV Vanguard Long-Term Bond ETF
-1.24%
-$303,939.54 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$10,542.04 
VSGX Vanguard ESG International Stock ETF
-1.2%
-$58,316 
TGT Target Corporation
-1.19%
-$10,670.22 
WWJD Inspire International ETF
-1.18%
-$6,934.08 
SCHF Schwab International Equity ETF
-1.15%
-$11,835.85 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.15%
-$17,408.47 
TSLA Tesla, Inc.
-1.15%
-$8,920.99 
MQY BlackRock MuniYield Quality Fund, Inc.
-1.12%
-$1,796.94 
GS The Goldman Sachs Group, Inc.
-1.1%
-$3,808.95 
CGW Invesco S&P Global Water Index ETF
-1.09%
-$19,875.1 
XJH iShares ESG Screened S&P Mid-Cap ETF
-1.04%
-$73,196.4 
DVA DaVita Inc.
-1.04%
-$7,693.1 
GSK GSK plc Sponsored ADR
-1.04%
-$2,206.85 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$12,522.03 
RYT Invesco S&P 500 Equal Weight ETF
-1.01%
-$4,316.66 
MS Morgan Stanley
-1.01%
-$4,357.82 
IWM iShares Russell 2000 ETF
-1.01%
-$3,178.15 
VB Vanguard Small-Cap ETF
-1%
-$2,956.78 
GEHC GE HealthCare Technologies Inc.
-0.98%
-$2,516.48 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.98%
-$5,779.41 
BLBD Blue Bird Corporation
-0.96%
-$2,128.49 
VGT Vanguard Information Technology ETF
-0.95%
-$3,479.9 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$4,347.3 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$968,018.61 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$6,983.36 
MMM 3M Company
-0.93%
-$4,325.92 
UNH UnitedHealth Group Incorporated
-0.92%
-$3,246.27 
UBCP United Bancorp Inc.
-0.92%
-$3,425.34 
SFM Sprouts Farmers Market, Inc.
-0.92%
-$4,154 
IYW iShares U.S. Technology ETF
-0.91%
-$2,425.5 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$9,146.9 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.9%
-$570,149.09 
EFIV SPDR S&P 500 ESG ETF
-0.89%
-$269,132.15 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.87%
-$1.06M 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$2,651.76 
EFA iShares MSCI EAFE ETF
-0.85%
-$4,334.33 
ICF iShares Cohen & Steers Realty Majors ETF
-0.85%
-$21,939.51 
VGSR Vert Global Sustainable Real Estate ETF
-0.84%
-$17,948.64 
KHC The Kraft Heinz Company
-0.84%
-$3,001.91 
IWR iShares Russell Mid-Cap ETF
-0.84%
-$10,994 
VO Vanguard Mid-Cap ETF
-0.81%
-$2,578.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$5,468.77 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$11,506.88 
ISMD Inspire Small/Mid Cap ETF
-0.79%
-$7,215.44 
LHX L3Harris Technologies, Inc.
-0.78%
-$8,979.7 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.77%
-$9,160.58 
AVGO Broadcom Inc.
-0.76%
-$4,267.3 
LYG Lloyds Banking Group Plc ADR
-0.76%
-$460.21 
SCHH Schwab U.S. REIT ETF
-0.75%
-$18,710.14 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.73%
-$2,449.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.73%
-$1,431.63 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.71%
-$3,960.38 
IWS iShares Russell Mid-Cap Value ETF
-0.71%
-$2,185.34 
REX Rex American Resources Corporation
-0.68%
-$1,960.4 
VTV Vanguard Value ETF
-0.67%
-$1,688.18 
IWB iShares Russell 1000 ETF
-0.67%
-$54,826.8 
AEP American Electric Power Company, Inc.
-0.67%
-$1,757.11 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$7,997.99 
RY Royal Bank of Canada
-0.66%
-$2,016.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$571,329.82 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.65%
-$42,319.34 
DUK Duke Energy Corporation
-0.64%
-$1,248.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$6,380.04 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.6%
-$9,912.3 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,339.43 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.6%
-$5,409.6 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$23,397.55 
IVV iShares Core S&P 500 ETF
-0.58%
-$42,338.4 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$2.18M 
FF FutureFuel Corp
-0.56%
-$826.17 
BNDX Vanguard Total International Bond ETF
-0.56%
-$2,291.98 
SDY SPDR S&P Dividend ETF
-0.53%
-$2,551.76 
CATH Global X S&P 500 Catholic Values ETF
-0.51%
-$10,249.07 
GVI iShares Intermediate Government Bond ETF
-0.51%
-$34,786.24 
GE General Electric Company
-0.5%
-$11,870.32 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.5%
-$3,365.64 
AMZN Amazon.com Inc
-0.49%
-$8,748.81 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.49%
-$842.32 
QVMT Invesco S&P 500 Concentrated QVM ETF
-0.48%
-$2,665.92 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.48%
-$207,149.95 
VUG Vanguard Growth ETF
-0.48%
-$1,551.48 
PANL Pangaea Logistics Solutions Ltd.
-0.44%
-$972.18 
JPM JPMorgan Chase & Co.
-0.42%
-$1,290 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.39%
-$16,201.37 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$3,565.31 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.37%
-$1,033.84 
SB Safe Bulkers Inc.
-0.36%
-$1,232.37 
BSV Vanguard Short-Term Bond ETF
-0.36%
-$13,802.25 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.34%
-$1,403.43 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$24,480.87 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$10,103.34 
JNJ Johnson & Johnson
-0.3%
-$1,319.2 
BAC Bank of America Corporation
-0.26%
-$1,011.84 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.25%
-$1,215.01 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.25%
-$3,506.47 
SUB iShares Short-Term National Muni Bond ETF
-0.25%
-$663.78 
VGSH Vanguard Short-Term Treasury Fund
-0.23%
-$1,003.59 
MCD McDonald's Corporation
-0.2%
-$435.81 
IBTI iShares iBonds Dec 2028 Term ETF
-0.18%
-$1,160.04 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$5,042.79 
STIP iShares 0-5 Year TIPS Bond ETF
-0.18%
-$6,011.82 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.16%
-$811.3 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.14%
-$1,152.97 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$322.16 
IBTH iShares iBonds Dec 2027 Term
-0.06%
-$403.23 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.06%
-$518.54 
MSFT Microsoft Corp.
-0.05%
-$730 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$226.2 
WMT Walmart Inc.
-0.04%
-$83.96 
BKLN Invesco Senior Loan ETF
-0.02%
-$8,197.4 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$169.09 Events
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Dividends
Dividend Analysis
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| Trades 4584 | Longs Won 2706/4584 59% | Profit Factor 4.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $184,658.38 | Best Trade (Aug 14) $85.03M | Sharpe Ratio -3.65 |
| Average Loss -$53,583.31 | Worst Trade (Jun 30) -$14.2M | Z-Score -19.81 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $87,054.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,054 | $2.58M | $3.6M | - | $1.01M | 39.27% | +3.162% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2.21M | $158.87M | $169.1M | - | $10.23M | 6.44% | -1.276% |
| AEP American Electric Power Company, Inc. | 2,117 | $236,422.62 | $262,169.28 | - | $25,746.66 | 10.89% | -0.666% |
| AGG iShares Core U.S. Aggregate Bond ETF | 899,732 | $88.86M | $86.41M | - | -$2.45M | -2.76% | -0.657% |
| AMD Advanced Micro Devices, Inc. | 390 | $226,554.89 | $196,883.54 | - | -$29,671.35 | -13.1% | -3.121% |
| AMZN Amazon.com Inc | 7,084 | $1.55M | $1.78M | - | $225,094.03 | 14.48% | -0.489% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,839 | $278,581.23 | $333,788.41 | - | $55,207.18 | 19.82% | -0.729% |
| ARTY iShares Future AI & Tech ETF | 3,746 | $285,295.36 | $279,788.74 | - | -$5,506.62 | -1.93% | -2.136% |
| ASC Ardmore Shipping Corporation | 11,459 | $116,934.29 | $211,418.55 | - | $94,484.26 | 80.8% | +1.207% |
| AVGO Broadcom Inc. | 1,535 | $362,884 | $555,056 | - | $192,172 | 52.96% | -0.763% |
| AXGN Axogen Inc. | 10,116 | $73,239.84 | $428,145.54 | - | $354,905.7 | 484.58% | -10.464% |
| BAC Bank of America Corporation | 6,324 | $275,764.2 | $395,313.24 | - | $119,549.04 | 43.35% | -0.255% |
| BKLN Invesco Senior Loan ETF | 1.64M | $33.43M | $33.75M | - | $319,777.32 | 0.96% | -0.024% |
| BLBD Blue Bird Corporation | 3,531 | $114,298.47 | $218,876.8 | - | $104,578.33 | 91.5% | -0.963% |
| BLV Vanguard Long-Term Bond ETF | 375,234 | $26.35M | $24.31M | - | -$2.04M | -7.74% | -1.235% |
| BNDX Vanguard Total International Bond ETF | 8,748 | $420,377.5 | $410,876.06 | - | -$9,501.44 | -2.26% | -0.555% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 1.35M | $123.86M | $119.81M | - | -$4.05M | -3.27% | -0.875% |
| BRK-B Berkshire Hathaway Inc. | 4,831 | $2.09M | $2.45M | - | $357,644.89 | 17.11% | -0.007% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 49,101 | $946,801.55 | $959,924.55 | - | $13,123 | 1.39% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 46,715 | $904,399.61 | $916,492.24 | - | $12,092.63 | 1.34% | -0.057% |
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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 - $45.13M, Schwab U.S. Large-Cap ETF - $34.05M, ISHARES S&P 500 VALUE ETF - $19.16M, SPDR Portfolio Emerging Markets ETF - $17.75M, and iShares Broad USD High Yield Corporate Bond ETF - $12.32M. 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, Ulta Beauty Inc - $1.38M, FMC Corporation - $1.24M, and Paramount Global - $1.22M. 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 $104.23M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $10.57M, PIMCO Active Bond Exchange-Traded Fund - $7.92M, Schwab U.S. Large-Cap ETF - $7.48M, VanEck Emerging Markets High Yield Bond Fund - $7.34M, and iShares Core U.S. Aggregate Bond ETF - $5.7M. 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
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.
