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
Automatically Tracked
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:
46.87%
Gain -0.11%
Monthly
0.7%
Yearly
8.79%
Drawdown
16.89%
$143.95M
Equity
Holdings
$143.95M
Investment
$113.92M
$43.56M
Profit -$88,255.7
Realized
$9.61M
Unrealized
$33.95M
Dividends
$10.88M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$88,255.7
Win %
70%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$68,553.12
Win %
70%
This Month
Compared to last month
Gain
-0.63%
Profit
-$905,132.64
Win %
70%
This Year
Compared to last year
Gain
-0.63%
Profit
-$918,498.5
Win %
67%
AMGN Amgen Inc.
+4.48%
+$61,364.92 
LOW Lowe's Companies Inc.
+3.16%
+$8,717.07 
MDLZ Mondelez International, Inc.
+2.98%
+$14,834.76 
AMT American Tower Corporation
+2.85%
+$13,637.37 
NVO Novo Nordisk A/S Sponsored ADR
+2.6%
+$9,229.95 
ABBV AbbVie Inc.
+2.56%
+$36,417.51 
HD The Home Depot, Inc.
+2.49%
+$19,609.21 
GOOGL Alphabet Inc
+2.19%
+$68,911.7 
PSA Public Storage Common Stock
+1.99%
+$6,230.71 
ALLE Allegion plc
+1.95%
+$13,305.54 
UNM Unum Group
+1.75%
+$15,057.72 
EMR Emerson Electric Co.
+1.68%
+$14,761.31 
AVAV AeroVironment Inc.
+1.37%
+$5,675.87 
SYY Sysco Corporation
+1.32%
+$9,843.52 
MSFT Microsoft Corp.
+1.09%
+$36,821.91 
AAPL Apple Inc.
+0.94%
+$162,227.92 
CAVA Cava Group Inc.
+0.71%
+$2,019.4 
LHX L3Harris Technologies, Inc.
+0.57%
+$1,265.91 
DOW Dow Inc.
+0.35%
+$1,200.7 
JPM JPMorgan Chase & Co.
+0.31%
+$4,234.61 
IEF iShares 7-10 Year Treasury Bond ETF
+0.3%
+$5,887 
NVDA NVIDIA Corporation
+0.25%
+$2,578.05 
UCBI United Community Banks, Inc.
+0.23%
+$3,337.44 
PG Procter & Gamble Co
+0.02%
+$188.37 
XOM Exxon Mobil Corporation
+0.01%
+$83.92 
AFRM Affirm Holdings, Inc.
0%
-$0.01 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
+$0.03 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.01 
AVGO Broadcom Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
BAR GraniteShares Gold Trust
0%
$0 
BBIO BridgeBio Pharma, Inc.
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
-$0.02 
FMS Fresenius Medical Care AG & Co. KGaA ADR
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.08 
IMKTA Ingles Markets Inc.
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.07 
IXUS iShares Core International Stock ETF
0%
$0 
JBL Jabil Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KYMR Kymera Therapeutics Inc.
0%
-$0.01 
LLY Eli Lilly and Company
0%
$0 
LNC Lincoln National Corporation
0%
$0 
LRCX Lam Research Corporation
0%
+$0.02 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
-$0.03 
NFLX Netflix, Inc.
0%
$0 
NMR Nomura Holdings Inc. Sponsored ADR
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.08 
SCHP Schwab U.S. TIPS ETF
0%
+$0.02 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SE Sea Ltd.
0%
$0 
SHEL Shell plc
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
SO The Southern Company
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
-$0.01 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.02 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
QBTS D-Wave Quantum Inc.
-16.91%
-$92,528.7 
AMD Advanced Micro Devices, Inc.
-8.15%
-$294,288.08 
INTC Intel Corporation
-5.86%
-$144,571.14 
RKLB Rocket Lab Corporation
-4.56%
-$10,836.65 
CAT Caterpillar Inc.
-3.71%
-$54,223.01 
APH Amphenol Corporation
-3.64%
-$6,244.5 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.9%
-$31,650.13 
FCX Freeport-McMoRan Inc.
-1.72%
-$6,503.76 
IAU iShares Gold Trust
-1.41%
-$16,716.24 
CVX Chevron Corporation
-1.27%
-$17,288.48 
STT State Street Corp
-1.13%
-$11,045.65 
AEP American Electric Power Company, Inc.
-0.43%
-$1,675.8 
AMZN Amazon.com Inc
-0.23%
-$5,475.43 
META Meta Platforms Inc Class A
-0.08%
-$1,569.52 
T AT&T Inc.
-0.04%
-$263.19 
GNMA iShares GNMA Bond ETF
-0.01%
-$100.5 
SGOV iShares 0-3 Month Treasury Bond ETF
-0.01%
-$57.65 Events
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Dividends
Dividend Analysis
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| Trades 2279 | Longs Won 1247/2279 54% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $171,790.37 |
| Average Win $48,008 | Best Trade (Jul 29) $7.15M | Sharpe Ratio -9.17 |
| Average Loss -$15,798.42 | Worst Trade (Mar 31) -$635,717.25 | Z-Score -4.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 4d | Expectancy $19,114.53 |
| 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 | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Donie Carlson?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $2.65M, Exxon Mobil Corporation - $1.38M, Meta Platforms Inc Class A - $1.15M, Advanced Micro Devices, Inc - $1.08M, and Eli Lilly and Company - $1.02M. 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: Pfizer Inc - $651,697.92, Moderna, Inc - $568,952.23, iShares International Treasury Bond ETF - $430,144.49, Conagra Brands Inc - $374,277.71, and Newell Brands Inc - $331,064.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donie Carlson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.88M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $773,557.12, Invesco Senior Loan ETF - $432,205.39, iShares 5-10 Year Investment Grade Corporate Bond ETF - $410,130.48, iShares 1-5 Year Investment Grade Corporate Bond ETF - $409,309.57, and Apple Inc - $327,168.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donie Carlson's monthly returns?
Donie Carlson'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 Donie Carlson's strategy be considered aggressive or moderate?
Donie Carlson's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Donie Carlson's strategy?
Donie Carlson's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
