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:
31.63%
Gain +0.08%
Monthly
0.82%
Yearly
10.36%
Drawdown
25.22%
$77.01M
Equity
Holdings
$77.01M
Investment
$68.3M
$10.7M
Profit +$16,726.05
Realized
$1.99M
Unrealized
$8.72M
Dividends
$8.1M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$16,726.05
Win %
80%
This Week
Compared To Last Week
Gain
-1.26%
Profit
-$982,556.13
Win %
80%
This Month
Compared to last month
Gain
0.21%
Profit
$158,578.39
Win %
80%
This Year
Compared to last year
Gain
-0.54%
Profit
-$417,700.27
Win %
79%
QUBT Quantum Computing Inc.
+4.52%
+$3,192 
GALT Galectin Therapeutics Inc.
+4.12%
+$3,754.05 
ALC Alcon Inc.
+3.87%
+$8,963.27 
NVS Novartis AG Sponsored ADR
+2.98%
+$43,863.75 
VHT Vanguard Health Care ETF
+2.51%
+$6,885 
SBSI Southside Bancshares Inc.
+1.16%
+$8,484.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.13%
+$4,841.83 
XLF Financial Select Sector SPDR Fund
+1.09%
+$3,297.49 
GLD SPDR Gold Shares
+1.08%
+$2,429.79 
FNX First Trust Mid Cap Core AlphaDEX Fund
+1.03%
+$30,318.4 
JNJ Johnson & Johnson
+0.96%
+$4,012.24 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.91%
+$3,584.16 
BAC Bank of America Corporation
+0.76%
+$2,045.16 
XMVM Invesco S&P MidCap Value with Momentum ETF
+0.75%
+$9,360.97 
MGV Vanguard Mega Cap Value ETF
+0.74%
+$3,487.98 
XMHQ Invesco S&P MidCap Quality ETF
+0.73%
+$18,556.21 
RYLD Global X Russell 2000 Covered Call ETF
+0.69%
+$6,663.4 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.53%
+$7,350 
VVR Invesco Senior Income Trust
+0.53%
+$40,606.15 
PWV Invesco Large Cap Value ETF
+0.48%
+$8,737.12 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$16,020.72 
AAPL Apple Inc.
+0.41%
+$16,807.49 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$761.28 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,517.19 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.21%
+$2,229.2 
SCYB Schwab High Yield Bond ETF
+0.2%
+$4,040.8 
SCHB Schwab U.S. Broad Market ETF
+0.15%
+$940.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$1,166.37 
GOOGL Alphabet Inc
+0.09%
+$260.08 
IHAK iShares Cybersecurity and Tech ETF
+0.09%
+$1,302.72 
SPY SPDR S&P 500 ETF Trust
+0.07%
+$433.01 
XYLD Global X S&P 500 Covered Call ETF
+0.06%
+$261.35 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$76.83 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
GETY Getty Images Holdings, Inc. Class A Common Stock
-10.9%
-$27.66 
EONR Eon Resources Inc.
-5.19%
-$1,188.1 
TT Trane Technologies plc
-4.84%
-$13,851.75 
SMH VanEck Semiconductor ETF
-2.22%
-$6,468.4 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.09%
-$16,216.95 
TSLA Tesla, Inc.
-1.97%
-$5,465.36 
NVDA NVIDIA Corporation
-1.96%
-$5,070.43 
ROBO ROBO Global Robotics & Automation Index ETF
-1.83%
-$30,072.9 
VDE Vanguard Energy ETF
-1.57%
-$8,359.04 
XOM Exxon Mobil Corporation
-1.31%
-$9,129.2 
XLK State Street Technology Select Sector SPDR ETF
-1.28%
-$59,372.52 
VGT Vanguard Information Technology ETF
-1.07%
-$7,332.44 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.06%
-$10,866.8 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.86%
-$15,305.33 
AIQ Global X Artificial Intelligence & Technology ETF
-0.73%
-$22,792.18 
NUKZ Range Nuclear Renaissance ETF
-0.73%
-$7,951.75 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$3,395.71 
VONG Vanguard Russell 1000 Growth Fund
-0.51%
-$10,080.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.38%
-$3,250.05 
AMZN Amazon.com Inc
-0.33%
-$887.04 
XSMO Invesco S&P SmallCap Momentum ETF
-0.29%
-$1,750.3 
IEP Icahn Enterprises L.P.
-0.23%
-$723.66 
COP ConocoPhillips
-0.15%
-$805.2 
WTPI WisdomTree Equity Premium Income Fund
-0.12%
-$9,620.72 Events
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Dividends
Dividend Analysis
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No Data
| Trades 444 | Longs Won 349/444 78% | Profit Factor 3.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $164,765 |
| Average Win $44,503.09 | Best Trade (Oct 14) $2.22M | Sharpe Ratio -51.61 |
| Average Loss -$50,833.44 | Worst Trade (Oct 14) -$877,038.42 | Z-Score 16.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $24,104.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,515 | 1,364 | 1,212 | 1,061 | 909 | 758 | 606 | 455 | 303 | 152 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,878 | $2.29M | $4.09M | - | $1.8M | 78.29% | +0.413% |
| AIQ Global X Artificial Intelligence & Technology ETF | 48,494 | $2.33M | $3.08M | - | $748,505.74 | 32.13% | -0.735% |
| ALC Alcon Inc. | 3,629 | $323,271 | $240,747.5 | - | -$82,523.5 | -25.53% | +3.867% |
| AMZN Amazon.com Inc | 1,056 | $251,687 | $267,421.44 | - | $15,734.44 | 6.25% | -0.331% |
| BAC Bank of America Corporation | 5,244 | $199,525.51 | $271,534.32 | - | $72,008.81 | 36.09% | +0.759% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 17,197 | $1.02M | $1.77M | - | $744,234.61 | 72.65% | -0.858% |
| COP ConocoPhillips | 3,660 | $402,468.73 | $520,159.2 | - | $117,690.47 | 29.24% | -0.155% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 4,758 | $211,047 | $214,324.11 | - | $3,277.11 | 1.55% | +0.356% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 22,292 | $1.06M | $1.04M | - | -$20,954.64 | -1.97% | +0.214% |
| DTCR Global X Data Center & Digital Infrastructure ETF | 38,810 | $929,888.03 | $1.01M | - | $79,560.07 | 8.56% | -1.065% |
| EONR Eon Resources Inc. | 49,504 | $41,088 | $21,712.45 | - | -$19,375.55 | -47.16% | -5.188% |
| FNX First Trust Mid Cap Core AlphaDEX Fund | 21,656 | $2.27M | $2.97M | - | $699,155.38 | 30.75% | +1.03% |
| GALT Galectin Therapeutics Inc. | 25,027 | $41,544.75 | $94,852.33 | - | $53,307.58 | 128.31% | +4.121% |
| GETY Getty Images Holdings, Inc. Class A Common Stock | 16,273 | $15,296.62 | $226.19 | - | -$15,070.43 | -98.52% | -10.897% |
| GLD SPDR Gold Shares | 597 | $186,730.92 | $226,895.82 | - | $40,164.9 | 21.51% | +1.082% |
| GOOGL Alphabet Inc | 839 | $203,976.28 | $291,930.05 | - | $87,953.77 | 43.12% | +0.089% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 4,443 | $726,806.93 | $758,997.69 | - | $32,190.76 | 4.43% | -2.092% |
| IEP Icahn Enterprises L.P. | 48,244 | $369,763.02 | $319,616.5 | - | -$50,146.52 | -13.56% | -0.226% |
| IHAK iShares Cybersecurity and Tech ETF | 21,712 | $986,600.49 | $1.5M | - | $509,790.55 | 51.67% | +0.087% |
| JEPI JPMorgan Equity Premium Income Fund | 59,336 | $3.37M | $3.39M | - | $23,164.96 | 0.69% | +0.475% |
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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 - $2.74M, Global X Nasdaq 100 Covered Call ETF - $1.32M, WisdomTree Equity Premium Income Fund - $1.2M, Financial Select Sector SPDR Fund - $477,405.21, 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 $8.1M earned over time. The largest contributors to dividend income include Invesco Senior Income Trust - $3.47M, Global X Nasdaq 100 Covered Call ETF - $1.32M, WisdomTree Equity Premium Income Fund - $1.2M, JPMorgan Equity Premium Income Fund - $294,377.76, and Global X Russell 2000 Covered Call ETF - $265,701.02. 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.
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