Michael Souza Portfolio
Invests via Koa Wealth Management, LLC | Managed by Michael Souza
Invests via Koa Wealth Management, LLC
Managed by Michael Souza
Automatically Tracked
Michael Souza Profile
Seasoned growth investor and former operator focused on technology and SaaS companies, active in board advisory and capital allocation across late‑seed to growth stages. Michael Souza brings experience in scaling go‑to‑market teams, M&A execution and portfolio value creation, with a market-oriented investment approach emphasizing unit economics and margin expansion.
Seasoned growth investor and former operator focused on technology and SaaS companies, active in board advisory and capital allocation across late‑seed to growth stages. Michael Souza brings experience in scaling go‑to‑market teams, M&A execution and portfolio value creation, with a market-oriented investment approach emphasizing unit economics and margin expansion.
Investment Philosophy & Strategy
Focuses on growth-stage technology and SaaS investments with an operator’s lens, prioritizing companies that demonstrate scalable unit economics, clear path to margin expansion, and repeatable GTM motion. Deploys capital selectively across late‑seed to growth rounds, combining board-level engagement, go‑to‑market scaling playbooks, and M&A to accelerate outcomes. Investment decisions favor measurable KPIs, disciplined burn-to-growth tradeoffs, and exit-oriented value creation through operational improvements and strategic consolidation.
Focuses on growth-stage technology and SaaS investments with an operator’s lens, prioritizing companies that demonstrate scalable unit economics, clear path to margin expansion, and repeatable GTM motion. Deploys capital selectively across late‑seed to growth rounds, combining board-level engagement, go‑to‑market scaling playbooks, and M&A to accelerate outcomes. Investment decisions favor measurable KPIs, disciplined burn-to-growth tradeoffs, and exit-oriented value creation through operational improvements and strategic consolidation.
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:
4.61%
Gain
Monthly
0.15%
Yearly
1.79%
Drawdown
24.8%
$150.06M
Equity
Holdings
$150.06M
Investment
$117.29M
$37.56M
Profit +$430,504.24
Realized
$4.79M
Unrealized
$32.77M
Dividends
$4.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$430,504.24
Win %
65%
This Week
Compared To Last Week
Gain
0.9%
Profit
$1.34M
Win %
65%
This Month
Compared to last month
Gain
3.37%
Profit
$4.89M
Win %
65%
This Year
Compared to last year
Gain
8.49%
Profit
$11.74M
Win %
65%
REXR Rexford Industrial Realty, Inc.
+7.21%
+$117,058.04 
WM Waste Management, Inc.
+4.16%
+$48,576.02 
PM Philip Morris International Inc.
+3.74%
+$117,664.56 
PLD Prologis Inc.
+3.65%
+$55,889.84 
CPRT Copart Inc.
+3.04%
+$43,574.17 
FICO Fair Isaac Corporation
+3.03%
+$72,977.1 
COST Costco Wholesale Corporation
+2.92%
+$7,801.04 
AON Aon plc
+2.82%
+$26,439.08 
MA Mastercard Incorporated
+2.43%
+$48,815 
WMT Walmart Inc.
+2.41%
+$21,453.7 
HALO Halozyme Therapeutics Inc.
+2.18%
+$154,806.3 
LOW Lowe's Companies Inc.
+2.14%
+$35,757.72 
MSFT Microsoft Corp.
+2.13%
+$37,601.84 
V Visa Inc. Class A
+1.96%
+$76,498.66 
ICE Intercontinental Exchange, Inc.
+1.69%
+$34,028.84 
VRTX Vertex Pharmaceuticals Incorporated
+1.5%
+$17,695.56 
AAPL Apple Inc.
+1.36%
+$252,466.3 
ED Consolidated Edison, Inc.
+1.22%
+$6,432 
HD The Home Depot, Inc.
+1.17%
+$25,519.94 
PSMT PriceSmart Inc.
+1.12%
+$15,715.82 
DHR Danaher Corporation
+1.08%
+$43,826.4 
BX Blackstone Inc.
+0.73%
+$28,042.29 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$1,748 
AMT American Tower Corporation
+0.58%
+$19,899.88 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$4,340.48 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$71,813.69 
TMO Thermo Fisher Scientific Inc.
+0.35%
+$7,719.7 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$630 
CME CME Group Inc.
+0.04%
+$953.2 
XLU Utilities Select Sector SPDR Fund
+0.02%
+$459.62 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
PCT PureCycle Technologies, Inc.
-10.28%
-$10,023.12 
CATX Perspective Therapeutics Inc.
-8.23%
-$6,883.37 
CNTB Connect Biopharma Holdings Ltd.
-5.14%
-$6,200 
URA Global X Uranium ETF
-4.68%
-$76,353.28 
NEM Newmont Corporation
-4.53%
-$169,206.29 
QCOM QUALCOMM Incorporated
-4.08%
-$16,702.37 
MBX MBX Biosciences, Inc.
-3.91%
-$42,495.01 
GDX VanEck Gold Miners ETF
-3.7%
-$61,739.89 
PACB Pacific Biosciences of California, Inc.
-3.6%
-$6,600 
B BARRICK MINING CORP Common Stock (ABR0)
-3.41%
-$80,091.73 
GOOGL Alphabet Inc
-2.97%
-$349,217.32 
NVDA NVIDIA Corporation
-2.61%
-$11,202.92 
IAU iShares Gold Trust
-1.82%
-$8,731.98 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$10,707.82 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.47%
-$13,006.2 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.04%
-$11,885.91 
AMZN Amazon.com Inc
-0.94%
-$44,539.2 
BN Brookfield Corporation
-0.85%
-$18,547.8 
NIO Nio Inc.
-0.8%
-$440 
IVV iShares Core S&P 500 ETF
-0.58%
-$4,430.8 
RH RH
-0.58%
-$10,100.2 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$2,196.75 
PAVE Global X U.S. Infrastructure Development ETF
-0.25%
-$4,318.16 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$443.08 
SHY iShares 1-3 Year Treasury Bond ETF
0%
-$100.14 Events
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Dividends
Dividend Analysis
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| Trades 482 | Longs Won 340/482 70% | Profit Factor 4.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $574,634.7 |
| Average Win $142,384.54 | Best Trade (Jul 16) $7.87M | Sharpe Ratio -144.25 |
| Average Loss -$76,411.47 | Worst Trade (Sep 29) -$1.23M | Z-Score -1.08 (71.99%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $77,925.96 |
| 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% | 0.06% |
| Consecutive Losing Trades | 1,965 | 1,768 | 1,572 | 1,375 | 1,179 | 982 | 786 | 589 | 393 | 196 |
Hover over the desired column for a detailed explanation.
Returns
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