Michael Koch Portfolio
Invests via Counterweight Ventures, LLC | Managed by Michael Koch
Invests via Counterweight Ventures, LLC
Managed by Michael Koch
Automatically Tracked
Michael Koch Profile
Seasoned private-equity and operating executive with experience scaling mid-market industrial and technology businesses, focused on value creation via operations, commercial growth and disciplined capital structure. Michael Koch has held senior investment and COO roles, directing carve-outs, integrations and portfolio-company transformations across North America and Europe. Market profile: hands-on deal leader oriented to EBITDA expansion, restructuring and strategic M&A execution.
Seasoned private-equity and operating executive with experience scaling mid-market industrial and technology businesses, focused on value creation via operations, commercial growth and disciplined capital structure. Michael Koch has held senior investment and COO roles, directing carve-outs, integrations and portfolio-company transformations across North America and Europe. Market profile: hands-on deal leader oriented to EBITDA expansion, restructuring and strategic M&A execution.
Investment Philosophy & Strategy
Focuses on hands-on operational value creation in mid‑market industrial and technology businesses, prioritizing EBITDA expansion through restructuring, commercial growth and rigorous cost discipline. Prefers control or lead positions and carve-outs where operational playbooks and integration can unlock value. Uses conservative, disciplined leverage and a capital-structure-first underwriting approach, targets 3–5 year value-creation horizons, and drives exits via strategic sale or M&A while partnering closely with management to execute measurable KPI-driven improvements.
Focuses on hands-on operational value creation in mid‑market industrial and technology businesses, prioritizing EBITDA expansion through restructuring, commercial growth and rigorous cost discipline. Prefers control or lead positions and carve-outs where operational playbooks and integration can unlock value. Uses conservative, disciplined leverage and a capital-structure-first underwriting approach, targets 3–5 year value-creation horizons, and drives exits via strategic sale or M&A while partnering closely with management to execute measurable KPI-driven improvements.
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:
66.15%
Gain -0.06%
Monthly
1.53%
Yearly
19.97%
Drawdown
17.3%
$208.17M
Equity
Holdings
$208.17M
Investment
$149.99M
$69.6M
Profit -$92,537.94
Realized
$11.42M
Unrealized
$58.18M
Dividends
$7.51M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$92,537.94
Win %
77%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.62M
Win %
77%
This Month
Compared to last month
Gain
1.22%
Profit
$2.52M
Win %
77%
This Year
Compared to last year
Gain
3.66%
Profit
$7.35M
Win %
77%
UNH UnitedHealth Group Incorporated
+3.76%
+$36,408.71 
HD The Home Depot, Inc.
+3.5%
+$78,998.22 
WM Waste Management, Inc.
+3.41%
+$44,026.5 
AMGN Amgen Inc.
+3.32%
+$107,978.65 
ZBH Zimmer Biomet Holdings, Inc.
+2.78%
+$15,937.5 
V Visa Inc. Class A
+2.71%
+$110,840.94 
KHC The Kraft Heinz Company
+2.4%
+$5,299.03 
IYH iShares U.S. Healthcare ETF
+2.39%
+$10,769.5 
WMT Walmart Inc.
+2.13%
+$7,147.36 
QCOM QUALCOMM Incorporated
+2.11%
+$6,872.32 
MCD McDonald's Corporation
+1.97%
+$3,643.32 
IBM International Business Machines Corporation
+1.87%
+$8,375.16 
LMT Lockheed Martin Corporation
+1.77%
+$8,417.16 
DWX SPDR S&P International Dividend ETF
+1.74%
+$5,299.95 
KIM Kimco Realty Corporation
+1.59%
+$4,873.44 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.56%
+$10,198.81 
ABBV AbbVie Inc.
+1.54%
+$80,736.99 
RY Royal Bank of Canada
+1.25%
+$87,015.94 
XLF Financial Select Sector SPDR Fund
+1.24%
+$24,079.95 
RSP Invesco S&P 500 Equal Weight ETF
+1.06%
+$33,945.02 
MSFT Microsoft Corp.
+1.04%
+$66,929.59 
CSX CSX Corporation
+0.9%
+$17,242.1 
IJR iShares Core S&P Small-Cap ETF
+0.89%
+$73,590.99 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.87%
+$2,064.94 
IYK iShares U.S. Consumer Staples ETF
+0.84%
+$8,520.32 
COST Costco Wholesale Corporation
+0.84%
+$29,942.5 
GE General Electric Company
+0.81%
+$14,427.44 
DGRO iShares Core Dividend Growth ETF
+0.79%
+$22,119.09 
PG Procter & Gamble Co
+0.75%
+$1,737.45 
VZ Verizon Communications Inc.
+0.71%
+$2,848.23 
KO The Coca-Cola Company
+0.68%
+$14,041.76 
EFA iShares MSCI EAFE ETF
+0.68%
+$22,793.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.64%
+$35,292.93 
AGG iShares Core U.S. Aggregate Bond ETF
+0.64%
+$43,889.12 
PEP PepsiCo, Inc.
+0.62%
+$1,595.33 
NEE NextEra Energy, Inc.
+0.61%
+$2,379.36 
IJH iShares Core S&P Mid-Cap ETF
+0.61%
+$23,923.68 
MDY SPDR S&P MidCap 400 ETF Trust
+0.6%
+$2,051.46 
GOOGL Alphabet Inc
+0.52%
+$1,808.99 
IBIT iShares Bitcoin Trust
+0.5%
+$7,025.12 
GOOG Alphabet Inc
+0.49%
+$33,649.03 
IYM iShares U.S. Basic Materials ETF
+0.47%
+$9,811.2 
ETHA iShares Ethereum Trust
+0.42%
+$9,195.09 
MRK Merck & Co., Inc.
+0.35%
+$12,522.12 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.35%
+$13,870.75 
SHEL Shell plc
+0.18%
+$603.25 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$4,296.75 
META Meta Platforms Inc Class A
+0.08%
+$1,853.78 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,578.02 
IVV iShares Core S&P 500 ETF
+0.01%
+$219.73 
STX Seagate Technology Holdings plc
-5.86%
-$66,927.97 
CSCO Cisco Systems, Inc.
-4.16%
-$93,904.69 
PWR Quanta Services Inc.
-4.14%
-$82,290.72 
AMD Advanced Micro Devices, Inc.
-3.47%
-$91,587.34 
CAT Caterpillar Inc.
-2.96%
-$69,046.34 
PSX Phillips 66
-2.46%
-$88,396.44 
AVGO Broadcom Inc.
-2.38%
-$89,015.68 
NVDA NVIDIA Corporation
-1.93%
-$169,083.46 
OIH VanEck Oil Services ETF
-1.8%
-$7,189.6 
TSLA Tesla, Inc.
-1.79%
-$40,205.53 
MPC Marathon Petroleum Corporation
-1.75%
-$16,001.76 
PANW Palo Alto Networks, Inc.
-1.63%
-$111,886.32 
IYE iShares U.S. Energy ETF
-1.36%
-$44,279.99 
XOM Exxon Mobil Corporation
-1.19%
-$10,088.4 
NUE Nucor Corporation
-1.12%
-$40,599.22 
MU Micron Technology, Inc.
-1.04%
-$4,235.76 
CVX Chevron Corporation
-1.02%
-$12,278.39 
BCRX BioCryst Pharmaceuticals Inc.
-1%
-$4,995.02 
PLTR Palantir Technologies Inc.
-1%
-$19,841.7 
IYW iShares U.S. Technology ETF
-0.99%
-$51,102.26 
IWF iShares Russell 1000 Growth ETF
-0.55%
-$49,769.2 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.45%
-$7,568 
RTX RTX Corporation
-0.42%
-$2,990.85 
JPM JPMorgan Chase & Co.
-0.39%
-$19,481.65 
AAPL Apple Inc.
-0.24%
-$22,312.68 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$2,239.91 
AMZN Amazon.com Inc
-0.17%
-$9,320.12 
XLU Utilities Select Sector SPDR Fund
-0.17%
-$1,988.63 
DUK Duke Energy Corporation
-0.12%
-$3,354.54 
VIS Vanguard Industrials ETF
-0.08%
-$771.37 
JNJ Johnson & Johnson
-0.05%
-$213.98 Events
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Dividends
Dividend Analysis
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| Trades 623 | Longs Won 468/623 75% | Profit Factor 14.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $453,553.91 |
| Average Win $159,988.42 | Best Trade (Oct 14) $6.27M | Sharpe Ratio -12.56 |
| Average Loss -$34,024.97 | Worst Trade (Oct 15) -$715,075.3 | Z-Score 13.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $111,718.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,046 | $5.25M | $9.25M | - | $4.01M | 76.41% | -0.241% |
| ABBV AbbVie Inc. | 18,646 | $3.14M | $5.33M | - | $2.2M | 69.93% | +1.537% |
| AGG iShares Core U.S. Aggregate Bond ETF | 72,592 | $7.22M | $6.93M | - | -$290,042 | -4.02% | +0.638% |
| AMD Advanced Micro Devices, Inc. | 4,620 | $681,034.04 | $2.55M | - | $1.86M | 273.78% | -3.473% |
| AMGN Amgen Inc. | 7,631 | $2.21M | $3.36M | - | $1.15M | 52.33% | +3.321% |
| AMZN Amazon.com Inc | 21,182 | $3.42M | $5.37M | - | $1.96M | 57.25% | -0.173% |
| AVGO Broadcom Inc. | 10,816 | $1.3M | $3.66M | - | $2.35M | 180.51% | -2.377% |
| BCRX BioCryst Pharmaceuticals Inc. | 62,050 | $471,979.74 | $494,507.47 | - | $22,527.73 | 4.77% | -1% |
| CAT Caterpillar Inc. | 3,113 | $1.13M | $2.26M | - | $1.13M | 100.24% | -2.961% |
| COST Costco Wholesale Corporation | 3,625 | $2.51M | $3.59M | - | $1.08M | 43.21% | +0.841% |
| CSCO Cisco Systems, Inc. | 19,853 | $1M | $2.16M | - | $1.16M | 115.58% | -4.162% |
| CSX CSX Corporation | 39,637 | $1.63M | $1.93M | - | $303,817.5 | 18.67% | +0.901% |
| CVX Chevron Corporation | 5,409 | $831,673.54 | $1.19M | - | $357,062.39 | 42.93% | -1.022% |
| DGRO iShares Core Dividend Growth ETF | 35,966 | $2.06M | $2.83M | - | $760,702.52 | 36.84% | +0.789% |
| DUK Duke Energy Corporation | 23,961 | $2.61M | $2.86M | - | $254,858.18 | 9.77% | -0.117% |
| DWX SPDR S&P International Dividend ETF | 6,675 | $237,296.08 | $310,480.95 | - | $73,184.87 | 30.84% | +1.737% |
| EFA iShares MSCI EAFE ETF | 32,796 | $2.77M | $3.39M | - | $622,688.42 | 22.48% | +0.676% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 7,058 | $489,401.82 | $662,852.07 | - | $173,450.25 | 35.44% | +1.563% |
| ETHA iShares Ethereum Trust | 39,978.65 | $2.77M | $2.2M | - | -$569,637.43 | -20.54% | +0.419% |
| GE General Electric Company | 5,771 | $1.74M | $1.79M | - | $49,472.14 | 2.85% | +0.814% |
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FAQ
Which stocks have generated the highest profits for Michael Koch?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.08M, Broadcom Inc - $2.17M, Alphabet Inc - $1.08M, Seagate Technology Holdings plc - $685,331.21, and iShares U.S. Technology ETF - $675,780.65. 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: UnitedHealth Group Incorporated - $509,967.33, iShares 20+ Year Treasury Bond ETF - $225,501.57, Adobe Inc - $198,989.2, iShares Biotechnology ETF - $101,985.43, and VanEck Oil Services ETF - $82,626.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Koch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.51M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $504,525.59, Vanguard Intermediate-Term Corporate Bond Fund - $501,446.26, iShares Core U.S. Aggregate Bond ETF - $469,033.22, Royal Bank of Canada - $389,003.14, and AbbVie Inc - $334,535.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Koch's monthly returns?
Michael Koch'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 Koch's strategy be considered aggressive or moderate?
Michael Koch'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 Koch's strategy?
Michael Koch'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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