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:
44.52%
Gain -0.58%
Monthly
1.16%
Yearly
14.8%
Drawdown
14.5%
$157.79M
Equity
Holdings
$157.79M
Investment
$118.03M
$43.63M
Profit -$777,472.36
Realized
$3.87M
Unrealized
$39.76M
Dividends
$4.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$777,472.36
Win %
71%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$274,225.46
Win %
71%
This Month
Compared to last month
Gain
-0.49%
Profit
-$777,472.36
Win %
71%
This Year
Compared to last year
Gain
7.73%
Profit
$11.32M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$661,634.86 
GOOGL Alphabet Inc
+6.73%
+$713,220.27 
MSFT Microsoft Corp.
+3.02%
+$65,811.79 
NVDA NVIDIA Corporation
+2.93%
+$19,042.87 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$31,819.85 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$12,981.38 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$6,404.61 
BN Brookfield Corporation
+1.19%
+$24,197.55 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$7,748.48 
PSMT PriceSmart Inc.
+0.79%
+$11,103.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,670.01 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,836.16 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$7,799.02 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$72,022.92 
PCT PureCycle Technologies, Inc.
+0.32%
+$314.5 
DOV Dover Corporation
+0.27%
+$504 
CME CME Group Inc.
+0.21%
+$6,559.68 
WM Waste Management, Inc.
+0.1%
+$1,102.86 
WMT Walmart Inc.
+0.09%
+$834.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,006.44 
AAPL Apple Inc.
-7.35%
-$1.39M 
PACB Pacific Biosciences of California, Inc.
-5.41%
-$9,600 
GDX VanEck Gold Miners ETF
-3.49%
-$63,323.09 
CNTB Connect Biopharma Holdings Ltd.
-3.35%
-$3,472 
CATX Perspective Therapeutics Inc.
-2.68%
-$2,078 
QCOM QUALCOMM Incorporated
-2.63%
-$8,379.02 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$66,789.35 
ABBV AbbVie Inc.
-2.51%
-$5,389.51 
ICE Intercontinental Exchange, Inc.
-2.42%
-$56,292.87 
NEM Newmont Corporation
-2.14%
-$80,478.9 
URA Global X Uranium ETF
-1.64%
-$25,935 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$26,168.39 
CPRT Copart Inc.
-1.52%
-$25,881.75 
IAU iShares Gold Trust
-1.46%
-$5,807.07 
FICO Fair Isaac Corporation
-1.45%
-$54,896.64 
LOW Lowe's Companies Inc.
-1.08%
-$17,842.22 
PLD Prologis Inc.
-1.08%
-$16,291.38 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$12,176.2 
HALO Halozyme Therapeutics Inc.
-0.91%
-$71,693.08 
MBX MBX Biosciences, Inc.
-0.8%
-$9,069.89 
ED Consolidated Edison, Inc.
-0.74%
-$3,888 
MA Mastercard Incorporated
-0.74%
-$15,895.01 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$14,250.39 
AMT American Tower Corporation
-0.63%
-$21,786.8 
PM Philip Morris International Inc.
-0.61%
-$20,640.39 
DHR Danaher Corporation
-0.61%
-$26,081.23 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$9,257.67 
HD The Home Depot, Inc.
-0.42%
-$8,828.02 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,992.17 
BX Blackstone Inc.
-0.25%
-$11,295.29 
COST Costco Wholesale Corporation
-0.24%
-$690.83 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,209.76 
V Visa Inc. Class A
-0.04%
-$1,613.8 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$730.9 Events
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Dividends
Dividend Analysis
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| Trades 531 | Longs Won 387/531 72% | Profit Factor 4.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $555,329.58 |
| Average Win $141,447.84 | Best Trade (Aug 05) $7.51M | Sharpe Ratio -140.31 |
| Average Loss -$77,178.5 | Worst Trade (Sep 29) -$1.23M | Z-Score 4.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $82,159.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 2,045 | 1,840 | 1,636 | 1,431 | 1,227 | 1,022 | 818 | 613 | 409 | 204 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 56,710 | $10.91M | $17.52M | - | $6.61M | 60.55% | -7.354% |
| ABBV AbbVie Inc. | 833 | $209,620 | $209,033.02 | - | -$586.98 | -0.28% | -2.513% |
| AMT American Tower Corporation | 19,806 | $4M | $3.43M | - | -$562,328.97 | -14.07% | -0.631% |
| AMZN Amazon.com Inc | 18,338 | $2.93M | $4.98M | - | $2.05M | 69.95% | +15.321% |
| B BARRICK MINING CORP Common Stock (ABR0) | 68,855 | $1.51M | $2.53M | - | $1.02M | 67.75% | -2.573% |
| BN Brookfield Corporation | 48,395 | $1.52M | $2.06M | - | $534,474.36 | 35.08% | +1.19% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 24,214 | $857,901.96 | $852,817.08 | - | -$5,084.88 | -0.59% | +0.917% |
| BRK-B Berkshire Hathaway Inc. | 38,722 | $13.84M | $19.81M | - | $5.97M | 43.13% | +0.365% |
| BX Blackstone Inc. | 35,297 | $4.6M | $4.51M | - | -$90,366.06 | -1.96% | -0.25% |
| CATX Perspective Therapeutics Inc. | 25,975 | $82,860 | $75,587.25 | - | -$7,272.75 | -8.78% | -2.676% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 17,580 | $1.35M | $1.61M | - | $261,441.25 | 19.32% | +2.011% |
| CME CME Group Inc. | 11,508 | $2.69M | $3.08M | - | $392,411.91 | 14.59% | +0.213% |
| CNTB Connect Biopharma Holdings Ltd. | 49,600 | $74,896 | $100,192 | - | $25,296 | 33.77% | -3.349% |
| COST Costco Wholesale Corporation | 303 | $207,990.1 | $288,422.67 | - | $80,432.57 | 38.67% | -0.239% |
| CPRT Copart Inc. | 57,515 | $2.17M | $1.67M | - | -$491,470.17 | -22.69% | -1.522% |
| DHR Danaher Corporation | 21,917 | $4.88M | $4.27M | - | -$602,769.02 | -12.36% | -0.607% |
| DOV Dover Corporation | 900 | $201,852 | $184,158 | - | -$17,694 | -8.77% | +0.274% |
| ED Consolidated Edison, Inc. | 4,800 | $436,656 | $522,480 | - | $85,824 | 19.65% | -0.739% |
| FICO Fair Isaac Corporation | 3,313 | $5.16M | $3.72M | - | -$1.44M | -27.85% | -1.454% |
| GDX VanEck Gold Miners ETF | 23,628 | $831,812.26 | $1.75M | - | $919,022.49 | 110.48% | -3.49% |
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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 - $1.77M, Apple Inc - $1.15M, Philip Morris International Inc - $909,405.2, VanEck Gold Miners ETF - $841,919.88, and Alphabet Inc - $792,605.15. 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 $4.57M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $727,277.57, Innovative Industrial Properties Inc - $485,425.8, iShares 1-3 Year Treasury Bond ETF - $451,615.92, American Tower Corporation - $284,830.18, and Philip Morris International Inc - $277,736.25. 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.
