DC
Donie Carlson Portfolio
Invests via DMC Group LLC | Managed by Donie M. Carlson, Ken Carlson, CFA
Invests via DMC Group LLC
Managed by Donie M. Carlson, Ken Carlson, CFA
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Donie Carlson Profile
With extensive experience in digital media and marketing, Donie Carlson stands out as a leading figure in the entrepreneurial landscape. His career is marked by innovative ventures that leverage technology to reshape audience engagement strategies. In addition to founding multiple successful startups, he has played key roles in advisory capacities for various firms looking to enhance their market penetration through data-driven insights. This blend of operational expertise and strategic foresight positions him as an influential player within investment circles focused on media tech companies.
With extensive experience in digital media and marketing, Donie Carlson stands out as a leading figure in the entrepreneurial landscape. His career is marked by innovative ventures that leverage technology to reshape audience engagement strategies. In addition to founding multiple successful startups, he has played key roles in advisory capacities for various firms looking to enhance their market penetration through data-driven insights. This blend of operational expertise and strategic foresight positions him as an influential player within investment circles focused on media tech companies.
Investment Philosophy & Strategy
In the dynamic realm of digital media, opportunities abound for innovative thinkers. Donie Carlson's approach revolves around identifying disruptive technologies that drive audience engagement. His entrepreneurial spirit fosters a culture where creative ideas can flourish, often leading to strategic investments in emerging media tech startups with scalable models. Through hands-on operational involvement and keen market insights, he strategically positions his ventures to capitalize on evolving consumer behaviors while enhancing value creation across portfolios. This forward-thinking mindset not only underpins his investment philosophy but also shapes partnerships aimed at harnessing technological advancements for sustainable growth.
In the dynamic realm of digital media, opportunities abound for innovative thinkers. Donie Carlson's approach revolves around identifying disruptive technologies that drive audience engagement. His entrepreneurial spirit fosters a culture where creative ideas can flourish, often leading to strategic investments in emerging media tech startups with scalable models. Through hands-on operational involvement and keen market insights, he strategically positions his ventures to capitalize on evolving consumer behaviors while enhancing value creation across portfolios. This forward-thinking mindset not only underpins his investment philosophy but also shapes partnerships aimed at harnessing technological advancements for sustainable growth.
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:
50.75%
Gain +10.83%
Monthly
0.66%
Yearly
8.27%
Drawdown
14.24%
$184.36M
Equity
Holdings
$184.36M
Investment
$123.37M
$63.16M
Profit +$20.42M
Realized
$2.17M
Unrealized
$60.99M
Dividends
$10.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
10.83%
Profit
$20.42M
Win %
67%
This Week
Compared To Last Week
Gain
11.67%
Profit
$19.26M
Win %
67%
This Month
Compared to last month
Gain
11.07%
Profit
$18.37M
Win %
67%
This Year
Compared to last year
Gain
15.57%
Profit
$25.53M
Win %
66%
INTC Intel Corporation
+6.51%
+$244,113.58 
KLAC KLA Corporation
+5.55%
+$1.16M 
AMD Advanced Micro Devices, Inc.
+4.73%
+$230,367.68 
PKX Posco Holdings Inc.
+3.63%
+$23,225.64 
GWRE GUIDEWIRE SOFTWARE INC
+3.42%
+$5,506.69 
CAVA Cava Group Inc.
+3.1%
+$13,475.32 
FCX Freeport-McMoRan Inc.
+3.1%
+$15,287.15 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.93%
+$14,711.3 
CG The Carlyle Group Inc.
+2.69%
+$5,190 
GS The Goldman Sachs Group, Inc.
+2.61%
+$6,914.56 
T AT&T Inc.
+2.46%
+$19,618.49 
VZ Verizon Communications Inc.
+2.45%
+$23,576.15 
JPM JPMorgan Chase & Co.
+2.3%
+$35,634.89 
JBL Jabil Inc.
+2.15%
+$9,107.53 
LNC Lincoln National Corporation
+1.93%
+$22,075.67 
ING ING Groep N.V. Sponsored ADR
+1.77%
+$6,254.32 
TMUS T-Mobile US, Inc.
+1.76%
+$3,280 
ET Energy Transfer L.P.
+1.63%
+$9,150 
STT State Street Corp
+1.63%
+$17,425.36 
WFC Wells Fargo & Company
+1.62%
+$14,639.61 
UNP Union Pacific Corporation
+1.58%
+$4,938.5 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$8,833.86 
BLK BlackRock, Inc.
+1.56%
+$19,876.69 
HDB HDFC Bank Limited ADR
+1.53%
+$7,172.98 
CAT Caterpillar Inc.
+1.49%
+$23,554.11 
HWC Hancock Whitney Corporation
+1.36%
+$4,046.84 
ABBV AbbVie Inc.
+1.29%
+$19,163.59 
MTZ MasTec, Inc. Common Stock
+1.24%
+$13,194.12 
VLO Valero Energy Corporation
+1.2%
+$18,941 
LRCX Lam Research Corporation
+1.18%
+$6,529.38 
STLD Steel Dynamics Inc.
+1.15%
+$25,994.58 
GL Globe Life Inc.
+1.11%
+$7,164.45 
UNM Unum Group
+1.1%
+$11,644.29 
UCB United Community Banks, Inc.
+1.05%
+$16,440.48 
JNJ Johnson & Johnson
+1.05%
+$4,775 
V Visa Inc. Class A
+1.03%
+$3,084.61 
ORLY O'Reilly Automotive Inc.
+1.02%
+$4,140 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$4,200.33 
HIG The Hartford Insurance Group, Inc.
+0.93%
+$5,700.1 
PG Procter & Gamble Co
+0.86%
+$11,084.8 
FTNT Fortinet Inc.
+0.85%
+$18,998.04 
DEO Diageo plc Sponsored ADR
+0.85%
+$2,372.91 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.84%
+$3,958.3 
SO The Southern Company
+0.79%
+$12,329.88 
XLE Energy Select Sector SPDR Fund
+0.76%
+$1,580.79 
CVX Chevron Corporation
+0.74%
+$10,881.91 
HD The Home Depot, Inc.
+0.72%
+$5,618.34 
PYPL PayPal Holdings Inc
+0.7%
+$1,806.41 
COST Costco Wholesale Corporation
+0.68%
+$12,587.4 
EMR Emerson Electric Co.
+0.64%
+$5,916.82 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$5,635.24 
IYW iShares U.S. Technology ETF
+0.62%
+$2,286.06 
DOW Dow Inc.
+0.61%
+$2,460.82 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,751.44 
AEP American Electric Power Company, Inc.
+0.58%
+$2,393.25 
MAA Mid-America Apartment Communities, Inc.
+0.57%
+$1,406.99 
HON Honeywell International Inc.
+0.54%
+$3,848.46 
GOOGL Alphabet Inc
+0.53%
+$22,350.82 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$3,748 
IXUS iShares Core International Stock ETF
+0.43%
+$2,919.61 
WMT Walmart Inc.
+0.41%
+$1,270 
ROK Rockwell Automation, Inc.
+0.41%
+$2,784.28 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.4%
+$4,197.84 
PEP PepsiCo, Inc.
+0.38%
+$1,044.36 
PSA Public Storage Common Stock
+0.34%
+$1,083.04 
CWI SPDR MSCI ACWI ex-US ETF
+0.32%
+$1,069.38 
AMGN Amgen Inc.
+0.32%
+$4,206.6 
SLB Schlumberger Limited
+0.31%
+$1,129.97 
SAP SAP SE Sponsored ADR
+0.31%
+$3,287.46 
VPL Vanguard FTSE Pacific ETF
+0.31%
+$840 
NMR Nomura Holdings Inc. Sponsored ADR
+0.29%
+$1,243.75 
XOM Exxon Mobil Corporation
+0.28%
+$3,771.59 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.22%
+$10,683.36 
ALLE Allegion plc
+0.19%
+$1,302.6 
NVDA NVIDIA Corporation
+0.14%
+$1,635.3 
KO The Coca-Cola Company
+0.11%
+$267.66 
MSFT Microsoft Corp.
+0.1%
+$3,945.6 
BAR GraniteShares Gold Trust
+0.1%
+$978.6 
IAU iShares Gold Trust
+0.09%
+$1,264.9 
EOG EOG Resources, Inc.
+0.08%
+$485.32 
IGOV iShares International Treasury Bond ETF
+0.07%
+$2,564.07 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$238.59 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$124.08 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$206.64 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$122.73 
TIP iShares TIPS Bond ETF
+0.01%
+$24.06 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
RKLB Rocket Lab Corporation
-10.76%
-$41,780.05 
AVAV AeroVironment Inc.
-7.14%
-$43,066.35 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.88%
-$26,216.58 
LLY Eli Lilly and Company
-2.41%
-$13,583.7 
PLTR Palantir Technologies Inc.
-2.36%
-$26,567.82 
NKE Nike, Inc. - Class B
-2.32%
-$4,195.03 
SHOP Shopify Inc.
-2.02%
-$21,990.03 
QBTS D-Wave Quantum Inc.
-1.97%
-$15,111.44 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$36,037.79 
ABT Abbott Laboratories
-1.7%
-$4,610.16 
AAPL Apple Inc.
-1.52%
-$260,185.5 
LHX L3Harris Technologies, Inc.
-1.43%
-$4,389.54 
FSLR First Solar, Inc.
-1.43%
-$11,640.03 
MRK Merck & Co., Inc.
-1.42%
-$5,058.52 
AMZN Amazon.com Inc
-1.23%
-$39,113.44 
AMT American Tower Corporation
-1.16%
-$6,540.6 
NFLX Netflix, Inc.
-1.14%
-$15,198.99 
IMKTA Ingles Markets Inc.
-1.12%
-$7,625.28 
BBIO BridgeBio Pharma, Inc.
-1.11%
-$2,625 
UBER Uber Technologies, Inc.
-1.01%
-$3,239.6 
AXON Axon Enterprise, Inc.
-1%
-$4,849.95 
IBM International Business Machines Corporation
-0.96%
-$5,377.28 
AVGO Broadcom Inc.
-0.91%
-$3,213 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-0.67%
-$1,480.7 
CSCO Cisco Systems, Inc.
-0.6%
-$13,831.31 
MDLZ Mondelez International, Inc.
-0.58%
-$1,326.45 
BSX Boston Scientific Corporation
-0.58%
-$2,123.28 
LQDA Liquidia Corporation
-0.55%
-$3,422.68 
SYY Sysco Corporation
-0.54%
-$3,830.44 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,978.32 
RTX RTX Corporation
-0.33%
-$7,888.52 
DIS The Walt Disney Company
-0.31%
-$707.73 
SMG Scotts Miracle-Gro Co.
-0.29%
-$813.6 
GNMA iShares GNMA Bond ETF
-0.29%
-$2,758.16 
META Meta Platforms Inc Class A
-0.26%
-$6,641 
GILD Gilead Sciences Inc.
-0.22%
-$3,556.56 
SHEL Shell plc
-0.22%
-$1,445.71 
CRM Salesforce Inc
-0.22%
-$616.32 
MDT Medtronic plc
-0.19%
-$404.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$731.55 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$3,035.68 
MBB iShares MBS ETF
-0.15%
-$1,921.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$7,489.15 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$2,417.8 
LOW Lowe's Companies Inc.
-0.1%
-$346.5 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$1,058.88 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$1,948.02 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$92.26 
TSCO Tractor Supply Company
-0.03%
-$128.23 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$102.02 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$136.28 
MCD McDonald's Corporation
-0.02%
-$140.94 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$589.52 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$749.2 Events
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Dividends
Dividend Analysis
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| Trades 2153 | Longs Won 1168/2153 54% | Profit Factor 4.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,082.61 |
| Average Win $67,779.63 | Best Trade (Jun 12) $19.19M | Sharpe Ratio -9.12 |
| Average Loss -$16,249.33 | Worst Trade (Mar 31) -$635,717.25 | Z-Score 6.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 3d | Expectancy $29,336.28 |
| 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% | 0.32% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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