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:
4.89%
Gain
Monthly
0.16%
Yearly
1.9%
Drawdown
25.2%
$72.91M
Equity
Holdings
$72.91M
Investment
$64.15M
$10.59M
Profit -$254,316.49
Realized
$1.83M
Unrealized
$8.76M
Dividends
$7.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$254,316.49
Win %
80%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$578,743.75
Win %
80%
This Month
Compared to last month
Gain
-0.74%
Profit
-$539,791.08
Win %
80%
This Year
Compared to last year
Gain
9.66%
Profit
$6.42M
Win %
80%
SBSI Southside Bancshares Inc.
+3.41%
+$28,847.98 
ALC Alcon Inc.
+2.76%
+$6,858.81 
MSFT Microsoft Corp.
+1.89%
+$5,154.16 
XMVM Invesco S&P MidCap Value with Momentum ETF
+1.69%
+$17,344.78 
VHT Vanguard Health Care ETF
+1.54%
+$3,973.82 
AAPL Apple Inc.
+1.4%
+$54,218.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$5,421.74 
IEP Icahn Enterprises L.P.
+1.2%
+$2,541.96 
NVS Novartis AG Sponsored ADR
+1.02%
+$16,577.85 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.89%
+$3,788.52 
XOM Exxon Mobil Corporation
+0.89%
+$5,035.52 
VDE Vanguard Energy ETF
+0.74%
+$3,346.44 
PWV Invesco Large Cap Value ETF
+0.66%
+$9,874.8 
COP ConocoPhillips
+0.64%
+$2,616.18 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.6%
+$19,021.19 
VVR Invesco Senior Income Trust
+0.51%
+$42,334.93 
JNJ Johnson & Johnson
+0.46%
+$1,853.94 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$12,025.75 
XMHQ Invesco S&P MidCap Quality ETF
+0.38%
+$8,248.83 
MGV Vanguard Mega Cap Value ETF
+0.28%
+$1,375.4 
XLF Financial Select Sector SPDR Fund
+0.28%
+$1,124.48 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.26%
+$3,342.9 
GOOGL Alphabet Inc
+0.21%
+$667 
BAC Bank of America Corporation
+0.18%
+$576.29 
RYLD Global X Russell 2000 Covered Call ETF
+0.15%
+$1,541.5 
GALT Galectin Therapeutics Inc.
-10.61%
-$12,638.64 
QUBT Quantum Computing Inc.
-4.29%
-$3,864 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.82%
-$23,463.4 
DTCR Global X Data Center & Digital Infrastructure ETF
-2.71%
-$30,366.42 
AIQ Global X Artificial Intelligence & Technology ETF
-2.55%
-$76,023.48 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$100,177.8 
VGT Vanguard Information Technology ETF
-1.85%
-$12,016.28 
NUKZ Range Nuclear Renaissance ETF
-1.79%
-$22,738.95 
GLD SPDR Gold Shares
-1.68%
-$3,731.25 
TSLA Tesla, Inc.
-1.51%
-$4,660.72 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.4%
-$22,864.9 
VONG Vanguard Russell 1000 Growth Fund
-1.39%
-$23,003.24 
EONR Eon Resources Inc.
-1.34%
-$366.33 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$8,363.84 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.2%
-$73,668.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.1%
-$9,360.17 
TT Trane Technologies plc
-1.08%
-$3,144.26 
ROBO ROBO Global Robotics & Automation Index ETF
-1.07%
-$18,189.22 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$8,424.9 
IHAK iShares Cybersecurity and Tech ETF
-0.87%
-$12,087.57 
XSMO Invesco S&P SmallCap Momentum ETF
-0.55%
-$3,746.54 
WTPI WisdomTree Equity Premium Income Fund
-0.51%
-$33,488.64 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$2,485.65 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$1,502 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$2,114.82 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$819.99 
XYLD Global X S&P 500 Covered Call ETF
-0.06%
-$255.35 
SCYB Schwab High Yield Bond ETF
-0.06%
-$541.59 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$64.32 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$145.49 Events
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Dividends
Dividend Analysis
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| Trades 398 | Longs Won 314/398 78% | Profit Factor 3.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $161,334.63 |
| Average Win $46,968.22 | Best Trade (Jul 10) $2.05M | Sharpe Ratio -55.25 |
| Average Loss -$49,448.63 | Worst Trade (Jul 16) -$799,212.49 | Z-Score 14.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $26,618.94 |
| 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 | 1,475 | 1,327 | 1,180 | 1,032 | 885 | 737 | 590 | 442 | 295 | 147 |
Hover over the desired column for a detailed explanation.
Returns
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