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:
45.07%
Gain +0.02%
Monthly
1.12%
Yearly
14.26%
Drawdown
14.51%
$160.1M
Equity
Holdings
$160.1M
Investment
$119.78M
$44.15M
Profit +$500.87
Realized
$3.83M
Unrealized
$40.32M
Dividends
$4.89M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$500.87
Win %
67%
This Week
Compared To Last Week
Gain
1.24%
Profit
$1.97M
Win %
67%
This Month
Compared to last month
Gain
3.67%
Profit
$5.67M
Win %
67%
This Year
Compared to last year
Gain
3.67%
Profit
$5.67M
Win %
66%
PCT PureCycle Technologies, Inc.
+2.97%
+$3,022.9 
PM Philip Morris International Inc.
+2.42%
+$82,027.89 
AMT American Tower Corporation
+1.91%
+$59,488.19 
ED Consolidated Edison, Inc.
+1.6%
+$8,448 
NEM Newmont Corporation
+1.48%
+$65,708.46 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.39%
+$12,919.5 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$41,997.9 
COST Costco Wholesale Corporation
+1.19%
+$3,561.81 
HD The Home Depot, Inc.
+1.11%
+$22,509.41 
LOW Lowe's Companies Inc.
+1.09%
+$5,840.06 
AAPL Apple Inc.
+0.93%
+$176,777.91 
V Visa Inc. Class A
+0.7%
+$31,572.43 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$136,422.61 
WMT Walmart Inc.
+0.56%
+$5,373.72 
ABBV AbbVie Inc.
+0.42%
+$986.48 
PLD Prologis Inc.
+0.39%
+$4,952.97 
ICE Intercontinental Exchange, Inc.
+0.39%
+$11,508.26 
CME CME Group Inc.
+0.27%
+$9,838.27 
MA Mastercard Incorporated
+0.24%
+$5,768.46 
GDX VanEck Gold Miners ETF
+0.22%
+$4,444.48 
WM Waste Management, Inc.
+0.19%
+$2,098.4 
NVDA NVIDIA Corporation
+0.12%
+$895.05 
VIG Vanguard Dividend Appreciation ETF
+0.12%
+$874.72 
SHY iShares 1-3 Year Treasury Bond ETF
+0.06%
+$3,348.91 
IEI iShares 3-7 Year Treasury Bond ETF
+0.05%
+$419.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$4,108.84 
PAVE Global X U.S. Infrastructure Development ETF
+0.04%
+$596.98 
PACB Pacific Biosciences of California, Inc.
-9.44%
-$22,200 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.9%
-$88,152.75 
IGV iShares Expanded Tech-Software Sector ETF
-4.7%
-$51,984.1 
CATX Perspective Therapeutics Inc.
-2.35%
-$1,428.62 
CNTB Connect Biopharma Holdings Ltd.
-2.08%
-$932.48 
MSFT Microsoft Corp.
-2.04%
-$76,211.22 
MBX MBX Biosciences, Inc.
-1.62%
-$12,802.66 
URA Global X Uranium ETF
-1.58%
-$33,159.75 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$10,112.85 
GOOGL Alphabet Inc
-1.42%
-$165,401.08 
QCOM QUALCOMM Incorporated
-1.29%
-$4,850.98 
FICO Fair Isaac Corporation
-1.21%
-$31,247.97 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$11,492.1 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.08%
-$8,837.01 
VRTX Vertex Pharmaceuticals Incorporated
-0.9%
-$10,204.24 
BX Blackstone Inc.
-0.84%
-$31,540.97 
DHR Danaher Corporation
-0.78%
-$39,353.02 
DXCM DexCom, Inc.
-0.72%
-$1,606.5 
AMZN Amazon.com Inc
-0.66%
-$31,925.2 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$2,570.53 
PSMT PriceSmart Inc.
-0.51%
-$6,150.15 
HALO Halozyme Therapeutics Inc.
-0.31%
-$35,336.96 
BN Brookfield Corporation
-0.22%
-$3,801.52 
IAU iShares Gold Trust
-0.18%
-$706.44 
IXUS iShares Core International Stock ETF
-0.18%
-$569.25 
B BARRICK MINING CORP Common Stock (ABR0)
-0.16%
-$4,570.67 
REXR Rexford Industrial Realty, Inc.
-0.15%
-$564.85 
CPRT Copart Inc.
-0.13%
-$2,496.2 Events
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Dividends
Dividend Analysis
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| Trades 581 | Longs Won 412/581 70% | Profit Factor 4.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $593,942.07 |
| Average Win $139,875.34 | Best Trade (Oct 16) $8.48M | Sharpe Ratio -134.21 |
| Average Loss -$79,784.23 | Worst Trade (Sep 29) -$1.23M | Z-Score -0.22 (17.4%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $75,981.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 2,008 | 1,807 | 1,606 | 1,406 | 1,205 | 1,004 | 803 | 602 | 402 | 201 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 55,854 | $10.75M | $19.28M | - | $8.53M | 79.39% | +0.925% |
| ABBV AbbVie Inc. | 836 | $210,404.92 | $237,908.88 | - | $27,503.96 | 13.07% | +0.416% |
| AMT American Tower Corporation | 17,218 | $3.44M | $3.18M | - | -$255,053.01 | -7.42% | +1.905% |
| AMZN Amazon.com Inc | 19,117 | $3.12M | $4.84M | - | $1.71M | 54.85% | -0.656% |
| B BARRICK MINING CORP Common Stock (ABR0) | 70,318 | $1.57M | $2.85M | - | $1.28M | 81.66% | -0.16% |
| BN Brookfield Corporation | 47,519 | $1.5M | $1.75M | - | $245,038.25 | 16.33% | -0.217% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 24,211 | $857,795.67 | $808,042.12 | - | -$49,753.55 | -5.8% | -1.082% |
| BRK-B Berkshire Hathaway Inc. | 38,978 | $13.97M | $20.63M | - | $6.66M | 47.68% | +0.666% |
| BX Blackstone Inc. | 34,471 | $4.49M | $3.73M | - | -$758,724.45 | -16.89% | -0.838% |
| CATX Perspective Therapeutics Inc. | 25,975 | $82,860 | $59,352.87 | - | -$23,507.13 | -28.37% | -2.35% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 17,370 | $1.34M | $1.71M | - | $372,237.7 | 27.82% | -4.902% |
| CME CME Group Inc. | 12,613 | $2.98M | $3.66M | - | $681,995.77 | 22.89% | +0.269% |
| CNTB Connect Biopharma Holdings Ltd. | 49,600 | $74,896 | $44,015.04 | - | -$30,880.96 | -41.23% | -2.075% |
| COST Costco Wholesale Corporation | 306 | $210,721.12 | $302,832.87 | - | $92,111.75 | 43.71% | +1.19% |
| CPRT Copart Inc. | 71,320 | $2.54M | $1.98M | - | -$566,273.65 | -22.27% | -0.126% |
| DHR Danaher Corporation | 21,742 | $4.84M | $4.99M | - | $158,258.58 | 3.27% | -0.782% |
| DXCM DexCom, Inc. | 2,550 | $220,040 | $222,054 | - | $2,014 | 0.92% | -0.718% |
| ED Consolidated Edison, Inc. | 4,800 | $436,656 | $535,776 | - | $99,120 | 22.7% | +1.602% |
| FICO Fair Isaac Corporation | 3,360 | $5.18M | $2.56M | - | -$2.63M | -50.71% | -1.208% |
| GDX VanEck Gold Miners ETF | 23,392 | $824,349.95 | $2.04M | - | $1.22M | 147.47% | +0.218% |
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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 Michael Souza?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.78M, Apple Inc - $1.27M, Philip Morris International Inc - $985,817.92, VanEck Gold Miners ETF - $855,178.19, and iShares 0-3 Month Treasury Bond ETF - $799,649.66. 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: RH - $1.43M, Constellation Brands, Inc - $1.38M, Innovative Industrial Properties Inc - $1.31M, StoneCo Ltd - $933,665.35, and DexCom, Inc - $192,429.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Souza's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.89M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $789,005.48, iShares 1-3 Year Treasury Bond ETF - $486,242.28, Innovative Industrial Properties Inc - $485,425.8, American Tower Corporation - $320,282.92, and Philip Morris International Inc - $304,909.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Souza's monthly returns?
Michael Souza'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 Michael Souza's strategy be considered aggressive or moderate?
Michael Souza'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 Michael Souza's strategy?
Michael Souza'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.
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