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:
50.86%
Gain -0.19%
Monthly
0.58%
Yearly
7.25%
Drawdown
16.5%
$1.27B
Equity
Holdings
$1.27B
Investment
$1.13B
$372.82M
Profit -$2.41M
Realized
$235.05M
Unrealized
$137.77M
Dividends
$106.91M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$2.41M
Win %
57%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$583,617.99
Win %
57%
This Month
Compared to last month
Gain
-0.32%
Profit
-$4.03M
Win %
57%
This Year
Compared to last year
Gain
-2.04%
Profit
-$26.44M
Win %
66%
PANW Palo Alto Networks, Inc.
+6.15%
+$25,202.1 
EGY VAALCO Energy, Inc.
+5.14%
+$10,311.68 
FF FutureFuel Corp.
+3.35%
+$5,094.72 
SD SandRidge Energy Inc.
+3.19%
+$4,999.09 
AXGN Axogen, Inc.
+3.19%
+$11,835.72 
TK Teekay Corporation Ltd. Common Stock
+2.83%
+$7,086.8 
JBL Jabil Inc.
+2.83%
+$10,726.2 
ASC Ardmore Shipping Corporation
+2.38%
+$5,271.14 
AMD Advanced Micro Devices Inc.
+2.38%
+$4,707.3 
SB Safe Bulkers, Inc. Common Stock
+1.83%
+$5,956.45 
OZK Bank OZK
+1.65%
+$4,428 
CSCO Cisco Systems, Inc.
+1.61%
+$6,740 
TER Teradyne, Inc.
+1.35%
+$3,261.2 
PANL Pangaea Logistics Solutions Ltd.
+1.09%
+$2,263.97 
AVGO Broadcom Inc.
+1.01%
+$5,034.97 
IXN iShares Global Tech ETF
+0.92%
+$9,327.5 
VGT Vanguard Information Technology ETF
+0.85%
+$3,041.13 
XLK State Street Technology Select Sector SPDR ETF
+0.78%
+$25,293.84 
ARTY iShares Future AI & Tech ETF
+0.73%
+$1,891.73 
MSFT Microsoft Corporation Common Stock
+0.71%
+$10,779.47 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.69%
+$2,922.04 
IYW iShares U.S. Technology ETF
+0.64%
+$1,664.25 
IBM International Business Machines Corporation
+0.58%
+$2,342.55 
JCI Johnson Controls International plc
+0.57%
+$1,670.75 
ICF iShares Select U.S. REIT ETF
+0.54%
+$13,590.85 
ESGE iShares ESG Aware MSCI EM ETF
+0.45%
+$13,937.4 
XCEM Columbia EM Core ex-China ETF
+0.37%
+$2,002 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$4,368.2 
VPL Vanguard FTSE Pacific ETF
+0.36%
+$1,833.78 
BLBD Blue Bird Corporation
+0.35%
+$706.2 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.35%
+$1,108.48 
ESOA Energy Services of America Corporation
+0.33%
+$367.08 
EEM iShares MSCI Emerging Markets ETF
+0.32%
+$148,629.6 
TCMD Tactile Systems Technology, Inc.
+0.32%
+$632.25 
TIC TIC Solutions, Inc.
+0.31%
+$1,190.13 
SCHH Schwab U.S. REIT ETF
+0.24%
+$5,876.97 
UBCP United Bancorp Inc.
+0.22%
+$708.69 
IEMG iShares Core MSCI Emerging Markets ETF
+0.2%
+$552.3 
VGSR Vert Global Sustainable Real Estate ETF
+0.18%
+$3,835.18 
NVDA NVIDIA Corporation
+0.16%
+$13,290.68 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$700.73 
DVA DaVita Inc.
+0.05%
+$404.9 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$495.92 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$226.2 
CGW Invesco S&P Global Water Index ETF
+0.04%
+$709.83 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$840.47 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.03%
+$196.31 
REX Rex American Resources Corporation
+0.03%
+$67.6 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$200.87 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$149.47 
IVW iShares S&P 500 Growth ETF
+0.01%
+$205.48 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$167 
BNDX Vanguard Total International Bond ETF
0%
$0 LAC
LAC
0%
$0 
SFM Sprouts Farmers Market Inc.
-3.86%
-$16,492 
TGT Target Corp.
-2.88%
-$26,019.36 
HD The Home Depot, Inc.
-2.83%
-$9,066.56 
BRK-B Berkshire Hathaway Inc.
-2.72%
-$71,788.66 
CPB The Campbell's Company Common Stock
-2.56%
-$9,869.95 
CAT Caterpillar Inc.
-2.44%
-$14,955.3 
GE General Electric Company
-2.44%
-$51,751.7 
KO The Coca-Cola Company
-2.07%
-$6,908.79 
PG The Procter & Gamble Company
-1.98%
-$18,160.03 
LLY Eli Lilly and Company
-1.95%
-$4,626.44 
MCD McDonald's Corporation
-1.86%
-$4,047.47 
HBB Hamilton Beach Brands Holding Company Class A Common Stock
-1.8%
-$5,615.4 
NKE Nike, Inc. Class B Common Stock
-1.68%
-$6,021.07 
JNJ Johnson & Johnson
-1.67%
-$7,371.03 
RCKY Rocky Brands, Inc.
-1.64%
-$4,937.4 
VZ Verizon Communications Inc.
-1.43%
-$9,110.62 
HCI HCI Group, Inc.
-1.39%
-$3,533.75 
KHC The Kraft Heinz Company
-1.37%
-$5,005.6 
MS Morgan Stanley Common Stock
-1.37%
-$5,037.48 
MO Altria Group, Inc.
-1.34%
-$13,968.9 
MQY BlackRock MuniYield Quality Fund, Inc.
-1.3%
-$2,019.87 
JPM JPMorgan Chase & Co.
-1.21%
-$3,500.2 
GSK GSK plc ADR
-1.19%
-$2,665.7 
TM Toyota Motor Corporation Sponsored ADR
-1.12%
-$4,451.1 
LHX L3Harris Technologies, Inc.
-1.11%
-$12,986.1 
XJH iShares ESG Select Screened S&P Mid-Cap ETF
-1.06%
-$72,832.24 
MMM 3M Company
-1.04%
-$5,179.72 
GS The Goldman Sachs Group, Inc.
-0.96%
-$2,870.95 
VIRC Virco Manufacturing Corporation
-0.96%
-$889.56 
SDY State Street SPDR S&P Dividend ETF
-0.94%
-$4,696.5 
AEP American Electric Power Company, Inc.
-0.93%
-$2,582.74 
MDXG MiMedx Group, Inc.
-0.89%
-$586.28 
WMT Walmart Inc.
-0.84%
-$2,149.38 
RY Royal Bank of Canada
-0.76%
-$2,244.8 
USB U.S. Bancorp
-0.72%
-$1,524.78 
EBAY eBay Inc.
-0.67%
-$2,279.6 
GEHC GE HealthCare Technologies Inc.
-0.66%
-$1,848.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.62%
-$7,522.59 
DUK Duke Energy Corporation
-0.61%
-$1,248.94 
EFG iShares MSCI EAFE Growth ETF
-0.59%
-$4,950.48 
BAC Bank of America Corporation
-0.57%
-$1,833.96 
LYG Lloyds Banking Group plc ADR
-0.56%
-$306.81 
ISMD Inspire Small/Mid Cap ETF
-0.49%
-$4,367.24 
IEFA iShares Core MSCI EAFE ETF
-0.49%
-$4,803.4 
EFA iShares MSCI EAFE ETF
-0.47%
-$2,310.05 
AMZN Amazon.com Inc
-0.47%
-$8,288.21 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.46%
-$1,467 
VTV Vanguard Morningstar Value ETF
-0.45%
-$1,140.36 
PYPL PayPal Holdings, Inc.
-0.44%
-$5,768.35 
IVE iShares S&P 500 Value ETF
-0.42%
-$32,911.37 
META Meta Platforms Inc Class A
-0.42%
-$5,093.75 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.41%
-$13,730.18 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-0.41%
-$5,968.62 
VB Vanguard Small-Cap ETF
-0.4%
-$1,154.6 
TSLA Tesla, Inc.
-0.39%
-$3,093.74 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.38%
-$739.57 
DIS The Walt Disney Company
-0.38%
-$1,054 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.37%
-$4,420.14 
IWS iShares Russell Mid-Cap Value ETF
-0.37%
-$1,166.76 
IJH iShares Core S&P Mid-Cap ETF
-0.37%
-$2,712.96 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.37%
-$369,893.29 
GTBP GT Biopharma Inc.
-0.36%
-$8 
BLV Vanguard Long-Term Bond ETF
-0.36%
-$88,179.99 
IWM iShares Russell 2000 ETF
-0.35%
-$1,059.38 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.35%
-$1,567.05 
QVMT Invesco S&P 500 Concentrated QVM ETF
-0.35%
-$1,826.16 
SCHA Schwab U.S. Small-Cap ETF
-0.34%
-$915.64 
EFIV State Street SPDR S&P 500 ESG ETF
-0.32%
-$95,769.32 
SCHF Schwab International Equity ETF
-0.32%
-$3,095.53 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.32%
-$1,794.52 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.28%
-$1,561.84 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$3,704.5 
EFV iShares MSCI EAFE Value ETF
-0.28%
-$2,501.47 
IVV iShares Core S&P 500 ETF
-0.27%
-$19,335.46 
FITB Fifth Third Bancorp
-0.26%
-$829.5 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.26%
-$161,362.95 
SPY State Street SPDR S&P 500 ETF Trust
-0.24%
-$9,658.65 
GEV GE Vernova Inc.
-0.24%
-$3,631.96 
WWJD Inspire International ETF
-0.24%
-$1,372.37 
VEA Vanguard FTSE Developed Markets ETF
-0.24%
-$2,648.58 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.24%
-$282,915.36 
IJS iShares S&P Small-Cap 600 Value ETF
-0.23%
-$685.8 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.22%
-$353,161.92 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.21%
-$1,402.35 
IWB iShares Russell 1000 ETF
-0.21%
-$16,839.66 
VOO Vanguard S&P 500 ETF
-0.2%
-$1,124.57 
GOOGL Alphabet Inc
-0.2%
-$2,200.91 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.2%
-$653.26 
UNH UnitedHealth Group Inc.
-0.19%
-$727.38 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.18%
-$3,036.2 
VTI Vanguard Total Stock Market ETF
-0.18%
-$1,844.02 
VSGX Vanguard ESG International Stock ETF
-0.18%
-$8,164.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$152,954.44 
CATH Global X S&P 500 Catholic Values ETF
-0.16%
-$3,195.95 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$262.17 
AAPL Apple Inc.
-0.15%
-$5,803.35 
BKLN Invesco Senior Loan ETF
-0.15%
-$49,184.4 
GOOG Alphabet Inc
-0.14%
-$2,854.24 
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF
-0.14%
-$660.52 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$512,334.64 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.13%
-$53,267.13 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-0.12%
-$323.07 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.12%
-$7,557.02 
VUG Vanguard Morningstar Growth ETF
-0.12%
-$369.4 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.11%
-$1,019.2 
SPEM SPDR Portfolio Emerging Markets ETF
-0.11%
-$440 
VWO Vanguard FTSE Emerging Markets ETF
-0.1%
-$5,562.1 
GVI iShares Intermediate Government/Credit Bond ETF
-0.1%
-$6,502.1 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.08%
-$1,168.83 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$339.54 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.07%
-$3,065.12 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$2,509.5 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
-0.06%
-$293.55 
VGSH Vanguard Short-Term Treasury ETF
-0.05%
-$226.74 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.02%
-$145 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
-0.02%
-$144.01 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$80.54 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$38.3 Events
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Dividends
Dividend Analysis
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| Trades 4584 | Longs Won 2690/4584 58% | Profit Factor 4.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $180,420.56 | Best Trade (Oct 15) $84.11M | Sharpe Ratio -3.65 |
| Average Loss -$59,404.12 | Worst Trade (Jun 30) -$14.2M | Z-Score -21.3 (100%) |
| Commissions $0 | Avg. Trade Length 12m 4d | Expectancy $81,330.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,054 | $2.58M | $3.84M | - | $1.26M | 48.85% | -0.151% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 2.21M | $158.87M | $162.21M | - | $3.34M | 2.1% | -0.217% |
| AEP American Electric Power Company, Inc. | 2,117 | $236,422.62 | $273,982.14 | - | $37,559.52 | 15.89% | -0.934% |
| AGG iShares Core U.S. Aggregate Bond ETF | 899,732 | $88.86M | $86.33M | - | -$2.53M | -2.85% | -0.177% |
| AMD Advanced Micro Devices Inc. | 390 | $226,554.89 | $202,800 | - | -$23,754.89 | -10.49% | +2.376% |
| AMZN Amazon.com Inc | 7,084 | $1.55M | $1.77M | - | $211,244.95 | 13.59% | -0.467% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,839 | $278,581.23 | $330,140.77 | - | $51,559.54 | 18.51% | -0.197% |
| ARTY iShares Future AI & Tech ETF | 3,746 | $285,295.36 | $259,841.29 | - | -$25,454.07 | -8.92% | +0.733% |
| ASC Ardmore Shipping Corporation | 11,459 | $116,934.29 | $226,888.2 | - | $109,953.91 | 94.03% | +2.378% |
| AVGO Broadcom Inc. | 1,535 | $362,884 | $501,208.37 | - | $138,324.37 | 38.12% | +1.015% |
| AXGN Axogen, Inc. | 10,116 | $73,239.84 | $382,890.6 | - | $309,650.76 | 422.79% | +3.19% |
| BAC Bank of America Corporation | 6,324 | $275,764.2 | $321,195.96 | - | $45,431.76 | 16.47% | -0.568% |
| BKLN Invesco Senior Loan ETF | 1.64M | $33.43M | $33.22M | - | -$213,053.68 | -0.64% | -0.148% |
| BLBD Blue Bird Corporation | 3,531 | $114,298.47 | $201,019.83 | - | $86,721.36 | 75.87% | +0.353% |
| BLV Vanguard Long-Term Bond ETF | 375,234 | $26.35M | $24.38M | - | -$1.96M | -7.44% | -0.36% |
| BNDX Vanguard Total International Bond ETF | 8,748 | $420,377.5 | $413,080.56 | - | -$7,296.94 | -1.74% | 0.0 |
| BOND PIMCO Active Bond Exchange-Traded Fund | 1.35M | $123.86M | $119.2M | - | -$4.66M | -3.76% | -0.237% |
| BRK-B Berkshire Hathaway Inc. | 4,831 | $2.09M | $2.57M | - | $480,473.07 | 22.99% | -2.717% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 49,101 | $946,801.55 | $957,965.42 | - | $11,163.87 | 1.18% | +0.052% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 46,715 | $904,399.61 | $913,044.67 | - | $8,645.06 | 0.96% | +0.077% |
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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 - $35.1M, iShares S&P 500 Value ETF - $19.19M, SPDR Portfolio Emerging Markets ETF - $17.75M, and iShares Broad USD High Yield Corporate Bond ETF - $12.58M. 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 ETF - $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 $106.91M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $10.83M, Schwab U.S. Large-Cap ETF - $8.53M, PIMCO Active Bond Exchange-Traded Fund - $7.92M, VanEck Emerging Markets High Yield Bond ETF - $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.
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