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:
55.88%
Gain +0.95%
Monthly
2.24%
Yearly
30.54%
Drawdown
25.29%
$156.02M
Equity
Holdings
$156.02M
Investment
$110.74M
$51.13M
Profit +$1.3M
Realized
$5.86M
Unrealized
$45.27M
Dividends
$645,499.26
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.95%
Profit
$1.3M
Win %
63%
This Week
Compared To Last Week
Gain
0.84%
Profit
$1.3M
Win %
63%
This Month
Compared to last month
Gain
8.3%
Profit
$11.96M
Win %
63%
This Year
Compared to last year
Gain
-3.32%
Profit
-$5.35M
Win %
54%
AXTI AXT, Inc.
+28.74%
+$69,999.61 
AMZN Amazon.com Inc
+15.32%
+$724,089.32 
GOOGL Alphabet Inc
+6.73%
+$641,114.04 
VRT Vertiv Holdings Co
+6.18%
+$46,684.29 
ANET Arista Networks, Inc.
+5.46%
+$145,501.44 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$14,364.52 
LBRT Liberty Energy Inc.
+4.23%
+$79,728.56 
FTI TechnipFMC plc
+3.98%
+$308,387 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$28,076.84 
META Meta Platforms Inc Class A
+3.28%
+$53,269.81 
MSFT Microsoft Corp.
+3.02%
+$131,269.46 
LITE Lumentum Holdings Inc.
+2.99%
+$89,237.74 
NVDA NVIDIA Corporation
+2.93%
+$271,893.4 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$25,865.8 
CVX Chevron Corporation
+2.35%
+$13,004.04 
MRVL Marvell Technology, Inc.
+2.32%
+$190,779.84 
WDC Western Digital Corporation
+2.21%
+$46,161.8 
EZPW EzCorp Inc.
+2.09%
+$5,424.73 
JCI Johnson Controls International plc
+1.93%
+$26,376.64 
FIX Comfort Systems USA, Inc.
+1.88%
+$59,209.09 
HPE Hewlett Packard Enterprise Company
+1.61%
+$5,273.64 
SLB Schlumberger Limited
+1.39%
+$49,319.04 
BG Bunge Global S.A.
+1.1%
+$13,838.8 
TS Tenaris S.A.
+1.06%
+$8,652.6 
NBIS Nebius Group N.V.
+1.05%
+$5,852.91 
GEV GE Vernova Inc.
+0.85%
+$35,716.38 
TSLA Tesla, Inc.
+0.76%
+$10,999.87 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,068.78 
PLTR Palantir Technologies Inc.
+0.65%
+$55,956.66 
BLDR Builders FirstSource, Inc.
+0.65%
+$4,969.92 
STX Seagate Technology Holdings plc
+0.52%
+$11,792.53 
RKLB Rocket Lab Corporation
+0.42%
+$560.52 
VLO Valero Energy Corporation
+0.38%
+$3,458.14 
AVGO Broadcom Inc.
+0.37%
+$14,487.84 
SMH VanEck Semiconductor ETF
+0.3%
+$1,582.74 
SEI Solaris Energy Infrastructure Inc.
+0.25%
+$426.92 
MMM 3M Company
+0.12%
+$778.23 
OC Owens Corning
+0.06%
+$1,173.39 
SHV iShares Short Treasury Bond ETF
+0.03%
+$421.53 
AAPL Apple Inc.
-7.35%
-$187,602.44 
MU Micron Technology, Inc.
-5.9%
-$961,091.35 
IREN IREN Limited
-3.82%
-$6,421.08 
IBIT iShares Bitcoin Trust
-2.89%
-$74,491.5 
CRWV CoreWeave, Inc.
-2.88%
-$27,068.04 
DECK Deckers Outdoor Corporation
-2.82%
-$33,939.18 
AMD Advanced Micro Devices, Inc.
-1.9%
-$78,946.73 
LRCX Lam Research Corporation
-1.58%
-$23,011.25 
GLD SPDR Gold Shares
-1.49%
-$62,809.01 
CIFR Cipher Mining Inc.
-1.48%
-$9,980.32 
SCCO Southern Copper Corporation
-1.24%
-$16,444.42 
QXO Qxo Inc.
-1.19%
-$4,702.88 
XOM Exxon Mobil Corporation
-0.97%
-$2,313.36 
BE Bloom Energy Corporation
-0.63%
-$22,569.99 
LLY Eli Lilly and Company
-0.53%
-$19,150.12 
MELI MercadoLibre, Inc.
-0.41%
-$2,761.91 
V Visa Inc. Class A
-0.04%
-$83.99 Events
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Dividends
Dividend Analysis
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| Trades 294 | Longs Won 163/294 55% | Profit Factor 3.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $976,983.91 |
| Average Win $450,450.61 | Best Trade (Aug 24) $10.47M | Sharpe Ratio -76.22 |
| Average Loss -$170,151.57 | Worst Trade (Mar 30) -$1.4M | Z-Score -1.75 (93.27%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $173,923.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.25% |
| Consecutive Losing Trades | 917 | 825 | 733 | 642 | 550 | 458 | 367 | 275 | 183 | 92 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,412 | $505,522 | $321,819.84 | - | -$183,702.16 | -36.34% | +4.672% |
| AAPL Apple Inc. | 7,651 | $1.92M | $2.36M | - | $447,428.82 | 23.35% | -7.354% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,433 | $1.18M | $757,222.61 | - | -$417,965.39 | -35.57% | +3.851% |
| AMD Advanced Micro Devices, Inc. | 8,544 | $2.61M | $4.07M | - | $1.46M | 55.69% | -1.904% |
| AMZN Amazon.com Inc | 20,069 | $4.17M | $5.45M | - | $1.28M | 30.64% | +15.321% |
| ANET Arista Networks, Inc. | 15,595 | $2.04M | $2.81M | - | $777,074.17 | 38.18% | +5.456% |
| AVGO Broadcom Inc. | 10,061 | $2.89M | $3.92M | - | $1.03M | 35.55% | +0.371% |
| AXTI AXT, Inc. | 5,189 | $404,274.99 | $313,571.27 | - | -$90,703.72 | -22.44% | +28.739% |
| BE Bloom Energy Corporation | 17,229 | $3.43M | $3.55M | - | $118,658.4 | 3.46% | -0.632% |
| BG Bunge Global S.A. | 11,930 | $1.27M | $1.27M | - | -$5,965.1 | -0.47% | +1.104% |
| BLDR Builders FirstSource, Inc. | 11,558 | $1.03M | $767,913.52 | - | -$266,296.48 | -25.75% | +0.651% |
| CIFR Cipher Mining Inc. | 29,792 | $439,729.95 | $664,957.44 | - | $225,227.49 | 51.22% | -1.479% |
| CRWV CoreWeave, Inc. | 12,708 | $910,020.11 | $912,053.16 | - | $2,033.05 | 0.22% | -2.882% |
| CVX Chevron Corporation | 2,877 | $446,769 | $566,279.91 | - | $119,510.91 | 26.75% | +2.35% |
| DECK Deckers Outdoor Corporation | 12,078 | $2.17M | $1.17M | - | -$1M | -46.1% | -2.819% |
| EZPW EzCorp Inc. | 8,893 | $225,704 | $264,744.61 | - | $39,040.61 | 17.3% | +2.092% |
| FIX Comfort Systems USA, Inc. | 1,859 | $599,211.48 | $3.22M | - | $2.62M | 436.62% | +1.876% |
| FTI TechnipFMC plc | 112,550 | $3.26M | $8.07M | - | $4.81M | 147.62% | +3.976% |
| GEV GE Vernova Inc. | 4,298 | $2.38M | $4.26M | - | $1.88M | 79.2% | +0.846% |
| GLD SPDR Gold Shares | 11,176 | $3.94M | $4.15M | - | $211,000.4 | 5.35% | -1.49% |
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FAQ
Which stocks have generated the highest profits for Michael Bosman?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $3.94M, Comfort Systems USA, Inc - $1.87M, CyberArk Software Ltd - $1.82M, TechnipFMC plc - $1.21M, and CrowdStrike Holdings, Inc - $1.17M. 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: SoFi Technologies, Inc - $1.4M, Spotify Technology S.A - $940,097.34, Deckers Outdoor Corporation - $753,583.71, Oscar Health, Inc - $627,487.3, and iShares Ethereum Trust - $576,384.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Bosman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $645,499.26 earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $102,897.32, Magnolia Oil & Gas Corp - $81,475.36, TechnipFMC plc - $50,409.7, Microsoft Corp - $49,865.88, and Alphabet Inc - $40,670.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Bosman's monthly returns?
Michael Bosman's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michael Bosman's strategy be considered aggressive or moderate?
Michael Bosman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Bosman's strategy?
Michael Bosman's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
