Donald Hatcher Portfolio
Invests via Solutions 4 Wealth, Ltd | Managed by Donald Hatcher, Matthew Winebrenner
Invests via Solutions 4 Wealth, Ltd
Managed by Donald Hatcher, Matthew Winebrenner
Automatically Tracked
Donald Hatcher Profile
Seasoned operating executive and investor focused on scaling mid-market technology and healthcare businesses. Donald Hatcher is known for leading revenue and M&A teams, advising PE sponsors and serving on corporate boards. Active in growth equity and strategic M&A, with experience managing P&L, go-to-market strategy, and cross-border integrations. Frequently partners with sponsors on buy-and-build platforms and drawn to data-driven SaaS models. Background combines operating leadership, capital-raising, and board governance.
Seasoned operating executive and investor focused on scaling mid-market technology and healthcare businesses. Donald Hatcher is known for leading revenue and M&A teams, advising PE sponsors and serving on corporate boards. Active in growth equity and strategic M&A, with experience managing P&L, go-to-market strategy, and cross-border integrations. Frequently partners with sponsors on buy-and-build platforms and drawn to data-driven SaaS models. Background combines operating leadership, capital-raising, and board governance.
Investment Philosophy & Strategy
Operates as a growth-focused, operator-investor concentrating on mid-market technology and healthcare companies, prioritizing data-driven SaaS and asset-light models. Emphasizes revenue-led value creation: scaling go-to-market, optimizing P&L, and executing strategic M&A and buy‑and‑build plays with private equity partners. Capital allocation favors growth equity and minority or control stakes that unlock commercial acceleration and cross-border integration. Risk discipline centers on measurable KPIs, repeatable unit economics, and board-level governance to drive exit-ready performance.
Operates as a growth-focused, operator-investor concentrating on mid-market technology and healthcare companies, prioritizing data-driven SaaS and asset-light models. Emphasizes revenue-led value creation: scaling go-to-market, optimizing P&L, and executing strategic M&A and buy‑and‑build plays with private equity partners. Capital allocation favors growth equity and minority or control stakes that unlock commercial acceleration and cross-border integration. Risk discipline centers on measurable KPIs, repeatable unit economics, and board-level governance to drive exit-ready performance.
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:
32.03%
Gain -0.81%
Monthly
0.87%
Yearly
10.97%
Drawdown
25.22%
$77.26M
Equity
Holdings
$77.26M
Investment
$68.3M
$10.95M
Profit -$424,311.82
Realized
$1.99M
Unrealized
$8.96M
Dividends
$7.55M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$424,311.82
Win %
80%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$529,510.6
Win %
80%
This Month
Compared to last month
Gain
-0.55%
Profit
-$424,311.82
Win %
80%
This Year
Compared to last year
Gain
-0.22%
Profit
-$168,465.41
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$38,100.47 
GOOGL Alphabet Inc
+6.73%
+$18,852.33 
TT Trane Technologies plc
+3.33%
+$8,904.7 
NVDA NVIDIA Corporation
+2.93%
+$6,686.42 
EONR Eon Resources Inc.
+2.43%
+$594.05 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$31,126.62 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$12,040.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$11,548.05 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$18,455.2 
COP ConocoPhillips
+1.22%
+$5,307 
IEP Icahn Enterprises L.P.
+1.04%
+$3,859.52 
VDE Vanguard Energy ETF
+1.02%
+$4,772.56 
QUBT Quantum Computing Inc.
+1%
+$896 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$14,090.1 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$15,543.9 
SBSI Southside Bancshares Inc.
+0.78%
+$6,060.5 
TSLA Tesla, Inc.
+0.76%
+$1,779.42 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,362.8 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$39,674.43 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,045.84 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,551.98 
WTPI WisdomTree Equity Premium Income Fund
+0.55%
+$43,293.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,436.78 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$2,090.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$761.28 
BAC Bank of America Corporation
+0.36%
+$1,153.68 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$9,698.8 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$11,273.84 
SMH VanEck Semiconductor ETF
+0.3%
+$839.46 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$6,666.9 
JNJ Johnson & Johnson
+0.21%
+$869.73 
PWV Invesco Large Cap Value ETF
+0.12%
+$2,329.88 
SCYB Schwab High Yield Bond ETF
+0.08%
+$1,616.32 
GALT Galectin Therapeutics Inc.
-8.05%
-$6,507.02 
AAPL Apple Inc.
-7.35%
-$291,248.56 
GETY Getty Images Holdings, Inc. Class A Common Stock
-1.59%
-$97.64 
GLD SPDR Gold Shares
-1.49%
-$3,355.13 
NVS Novartis AG Sponsored ADR
-1.45%
-$22,959.64 
XOM Exxon Mobil Corporation
-0.97%
-$6,020.55 
ALC Alcon Inc.
-0.96%
-$2,431.43 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$9,702.5 
VHT Vanguard Health Care ETF
-0.76%
-$1,988.99 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$4,763.46 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.53%
-$6,967.6 
VGT Vanguard Information Technology ETF
-0.38%
-$2,397.68 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$11,477.68 
VVR Invesco Senior Income Trust
-0.34%
-$27,070.77 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,095.78 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$3,937.5 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,086.42 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$1,522 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$9,246.3 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$2,432.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$883.68 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$1,903.89 
XLF Financial Select Sector SPDR Fund
-0.1%
-$332.52 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$668.76 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$31.44 Events
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Dividends
Dividend Analysis
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| Trades 444 | Longs Won 351/444 79% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $154,593.85 |
| Average Win $43,808.73 | Best Trade (Aug 13) $2.13M | Sharpe Ratio -10.54 |
| Average Loss -$47,583.09 | Worst Trade (Aug 28) -$838,125.46 | Z-Score 18.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $24,665.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,623 | 1,461 | 1,299 | 1,136 | 974 | 812 | 649 | 487 | 325 | 162 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,878 | $2.29M | $3.67M | - | $1.37M | 59.93% | -7.354% |
| AIQ Global X Artificial Intelligence & Technology ETF | 48,494 | $2.33M | $2.86M | - | $526,403.22 | 22.6% | +0.341% |
| ALC Alcon Inc. | 3,629 | $323,271 | $250,183.26 | - | -$73,087.74 | -22.61% | -0.963% |
| AMZN Amazon.com Inc | 1,056 | $251,687 | $286,788.47 | - | $35,101.47 | 13.95% | +15.321% |
| BAC Bank of America Corporation | 5,244 | $199,525.51 | $324,865.8 | - | $125,340.29 | 62.82% | +0.356% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 17,197 | $1.02M | $1.58M | - | $554,723.67 | 54.15% | +2.011% |
| COP ConocoPhillips | 3,660 | $402,468.73 | $440,956.8 | - | $38,488.07 | 9.56% | +1.218% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 4,758 | $211,047 | $211,683.42 | - | $636.42 | 0.3% | +0.361% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 22,292 | $1.06M | $1.05M | - | -$9,585.72 | -0.9% | -0.063% |
| DTCR Global X Data Center & Digital Infrastructure ETF | 38,810 | $929,888.03 | $1.06M | - | $135,058.37 | 14.52% | -0.903% |
| EONR Eon Resources Inc. | 49,504 | $41,088 | $25,049.02 | - | -$16,038.98 | -39.04% | +2.429% |
| FNX First Trust Mid Cap Core AlphaDEX Fund | 21,656 | $2.27M | $3.1M | - | $829,091.38 | 36.46% | -0.369% |
| GALT Galectin Therapeutics Inc. | 25,027 | $41,544.75 | $74,330.19 | - | $32,785.44 | 78.92% | -8.05% |
| GETY Getty Images Holdings, Inc. Class A Common Stock | 16,273 | $15,296.62 | $6,053.56 | - | -$9,243.06 | -60.43% | -1.587% |
| GLD SPDR Gold Shares | 597 | $186,730.92 | $221,809.39 | - | $35,078.47 | 18.79% | -1.49% |
| GOOGL Alphabet Inc | 839 | $203,976.28 | $298,793.07 | - | $94,816.79 | 46.48% | +6.734% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 4,443 | $726,806.93 | $796,852.09 | - | $70,045.16 | 9.64% | +1.534% |
| IEP Icahn Enterprises L.P. | 48,244 | $369,763.02 | $375,820.76 | - | $6,057.74 | 1.64% | +1.038% |
| IHAK iShares Cybersecurity and Tech ETF | 21,712 | $986,600.49 | $1.31M | - | $326,975.51 | 33.14% | +1.425% |
| JEPI JPMorgan Equity Premium Income Fund | 59,336 | $3.37M | $3.41M | - | $40,372.4 | 1.2% | +0.332% |
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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 Donald Hatcher?
The largest contributions to the portfolio's profits come from the following stocks: Invesco Senior Income Trust - $2.58M, Global X Nasdaq 100 Covered Call ETF - $1.26M, WisdomTree Equity Premium Income Fund - $1.04M, Financial Select Sector SPDR Fund - $476,313.44, and Veritex Holdings Inc - $295,243.48. 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: Meta Platforms Inc Class A - $25,220.25, Dimensional Emerging Markets Core Equity 2 ETF - $18,480.61, Global X Nasdaq 100 Covered Call Growth ETF - $9,553.48, ConocoPhillips - $7,257.01, and iShares Russell 1000 Growth ETF - $7,027.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donald Hatcher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.55M earned over time. The largest contributors to dividend income include Invesco Senior Income Trust - $3.31M, Global X Nasdaq 100 Covered Call ETF - $1.26M, WisdomTree Equity Premium Income Fund - $1.04M, JPMorgan Equity Premium Income Fund - $272,339.18, and Global X Russell 2000 Covered Call ETF - $256,321.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donald Hatcher's monthly returns?
Donald Hatcher's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Donald Hatcher's strategy be considered aggressive or moderate?
Donald Hatcher'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 Donald Hatcher's strategy?
Donald Hatcher'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.
