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Michael Bosman Portfolio
Invests via Bosman Wealth Management LLC | Managed by Michael Bosman
Invests via Bosman Wealth Management LLC
Managed by Michael Bosman
Automatically Tracked
Veteran growth-oriented private equity investor and board director, Michael Bosman, focuses on scaling mid-market technology and healthcare companies across Europe. He combines prior operating experience with deal origination, value creation planning and exit execution. Known for hands-on portfolio governance and operational restructuring, he has led buyouts, minority growth investments and strategic carve-outs. Background in finance and corporate strategy supports capital raising and investor relations.
Veteran growth-oriented private equity investor and board director, Michael Bosman, focuses on scaling mid-market technology and healthcare companies across Europe. He combines prior operating experience with deal origination, value creation planning and exit execution. Known for hands-on portfolio governance and operational restructuring, he has led buyouts, minority growth investments and strategic carve-outs. Background in finance and corporate strategy supports capital raising and investor relations.
Investment Philosophy & Strategy
Growth-focused private equity approach centered on scaling mid-market technology and healthcare firms across Europe. Prefers control or influential minority positions where operational playbooks, restructuring and go-to-market expansion unlock revenue and margin upside. Allocates capital with a 3–7 year value-creation horizon, blending buyouts, carve-outs and follow-on growth funding. Underwrites deals with financial rigor and operational KPIs, prioritizing strong management alignment, disciplined leverage and clear exit pathways via strategic sale or IPO. Active board involvement and hands-on governance drive execution risk mitigation and accelerated operational improvement.
Growth-focused private equity approach centered on scaling mid-market technology and healthcare firms across Europe. Prefers control or influential minority positions where operational playbooks, restructuring and go-to-market expansion unlock revenue and margin upside. Allocates capital with a 3–7 year value-creation horizon, blending buyouts, carve-outs and follow-on growth funding. Underwrites deals with financial rigor and operational KPIs, prioritizing strong management alignment, disciplined leverage and clear exit pathways via strategic sale or IPO. Active board involvement and hands-on governance drive execution risk mitigation and accelerated operational improvement.
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:
62.66%
Gain -0.9%
Monthly
2.89%
Yearly
40.79%
Drawdown
25.65%
$157.11M
Equity
Holdings
$157.11M
Investment
$98.75M
$66.02M
Profit -$1.57M
Realized
$7.66M
Unrealized
$58.35M
Dividends
$512,095.67
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$1.57M
Win %
72%
This Week
Compared To Last Week
Gain
3.51%
Profit
$5.33M
Win %
72%
This Month
Compared to last month
Gain
3.51%
Profit
$5.33M
Win %
72%
This Year
Compared to last year
Gain
4.69%
Profit
$13.91M
Win %
65%
WDC Western Digital Corporation
+5.53%
+$108,830.48 
META Meta Platforms Inc Class A
+4.24%
+$137,574.45 
AMD Advanced Micro Devices, Inc.
+4.02%
+$120,173.44 
MRVL Marvell Technology, Inc.
+3.73%
+$532,574.4 
EZPW EzCorp Inc.
+2.51%
+$6,936.54 
XOM Exxon Mobil Corporation
+2.11%
+$4,762.82 
STX Seagate Technology Holdings plc
+1.52%
+$43,310.08 
MU Micron Technology, Inc.
+1.45%
+$257,637.38 
CVX Chevron Corporation
+1.19%
+$6,444.45 
SMH VanEck Semiconductor ETF
+0.91%
+$5,573.54 
MGY Magnolia Oil & Gas Corp.
+0.83%
+$8,978.97 
SLB Schlumberger Limited
+0.51%
+$18,695.43 
TSLA Tesla, Inc.
0%
+$71.17 
JCI
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
ONDS Ondas Holdings Inc.
-14.51%
-$39,222.7 
LITE Lumentum Holdings Inc.
-8.86%
-$70,276.65 
RCAT Red Cat Holdings, Inc.
-7.76%
-$11,922.48 
RKLB Rocket Lab Corporation
-7%
-$51,158.64 
CRWV CoreWeave, Inc.
-6.99%
-$170,060.94 
PLTR Palantir Technologies Inc.
-6.53%
-$749,615.7 
ETHA iShares Ethereum Trust
-5.56%
-$15,096.8 
BE Bloom Energy Corporation
-5.07%
-$164,137.55 
NVDA NVIDIA Corporation
-3.55%
-$380,761.92 
MSFT Microsoft Corp.
-3.11%
-$146,406.12 
DECK Deckers Outdoor Corporation
-3.1%
-$43,443.76 
OSCR Oscar Health, Inc.
-3.08%
-$7,127.25 
LPTH Lightpath Technologies Inc.
-2.86%
-$5,611.08 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$12,846.68 
IBIT iShares Bitcoin Trust
-2.76%
-$95,711.7 
BITB Bitwise Bitcoin ETF
-2.74%
-$6,917 
AMZN Amazon.com Inc
-2.53%
-$148,024.5 
SCCO Southern Copper Corporation
-2.41%
-$30,652.02 
COHR Coherent Corp.
-2.19%
-$37,686.22 
FTI TechnipFMC plc
-2.19%
-$181,912.08 
MELI MercadoLibre, Inc.
-2.05%
-$13,716 
CEG Constellation Energy Corporation
-1.98%
-$29,105.8 
AXON Axon Enterprise, Inc.
-1.76%
-$14,808.96 
FIX Comfort Systems USA, Inc.
-1.72%
-$62,357.72 
IREN IREN Limited
-1.68%
-$17,074.4 
AAPL Apple Inc.
-1.58%
-$38,092.1 
GEV GE Vernova Inc.
-1.04%
-$47,767.65 
GLD SPDR Gold Shares
-0.99%
-$51,133.18 
VRT Vertiv Holdings Co.
-0.87%
-$5,039.77 
MMM 3M Company
-0.8%
-$4,558.38 
GOOGL Alphabet Inc
-0.79%
-$86,414.9 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$8,370.94 
LBRT Liberty Energy Inc.
-0.62%
-$22,404.92 
AVGO Broadcom Inc.
-0.49%
-$29,034.72 
ANET Arista Networks, Inc.
-0.47%
-$15,777.47 
CIFR Cipher Mining Inc.
-0.19%
-$2,163.1 
OC Owens Corning
-0.12%
-$693.9 Events
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Dividends
Dividend Analysis
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| Trades 245 | Longs Won 136/245 55% | Profit Factor 6.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $577,688.77 | Best Trade (Jun 03) $12.47M | Sharpe Ratio -66.94 |
| Average Loss -$115,129.17 | Worst Trade (Jun 03) -$1.3M | Z-Score -0.07 (5.29%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $269,455.48 |
| 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% | 0.22% |
| Consecutive Losing Trades | 1,364 | 1,228 | 1,091 | 955 | 819 | 682 | 546 | 409 | 273 | 136 |
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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