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:
52.68%
Gain -2.24%
Monthly
1.99%
Yearly
26.68%
Drawdown
25.3%
$153.32M
Equity
Holdings
$153.32M
Investment
$110.74M
$48.44M
Profit -$2.97M
Realized
$5.86M
Unrealized
$42.58M
Dividends
$758,748.56
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.24%
Profit
-$2.97M
Win %
60%
This Week
Compared To Last Week
Gain
-7.34%
Profit
-$12.14M
Win %
60%
This Month
Compared to last month
Gain
-5.41%
Profit
-$8.76M
Win %
60%
This Year
Compared to last year
Gain
-4.99%
Profit
-$8.05M
Win %
53%
LLY Eli Lilly and Company
+5.23%
+$197,561.76 
BLDR Builders FirstSource, Inc.
+5.21%
+$30,397.54 
DECK Deckers Outdoor Corporation
+4.19%
+$41,910.66 
QXO Qxo Inc.
+4.16%
+$12,638.99 
V Visa Inc. Class A
+2.16%
+$5,064 
OC Owens Corning
+1.6%
+$26,114.38 
MSFT Microsoft Corp.
+1.14%
+$58,502.66 
GLD SPDR Gold Shares
+1.12%
+$47,050.96 
MELI MercadoLibre, Inc.
+1.02%
+$6,634.95 
EZPW EzCorp Inc.
+0.79%
+$2,308.62 
MMM 3M Company
+0.74%
+$4,521.32 
IBIT iShares Bitcoin Trust
+0.49%
+$15,811.87 
BG Bunge Global S.A.
+0.48%
+$6,203.6 
AAPL Apple Inc.
+0.33%
+$8,607.37 
SHV iShares Short Treasury Bond ETF
+0.02%
+$281.02 
GOOGL Alphabet Inc
+0.01%
+$1,426.6 
RKLB Rocket Lab Corporation
-11.29%
-$13,864.36 
AXTI AXT, Inc.
-11.17%
-$35,700.32 
SEI Solaris Energy Infrastructure Inc.
-10.71%
-$24,400.12 
LBRT Liberty Energy Inc.
-9.6%
-$181,487.38 
IREN IREN Limited
-8.7%
-$11,698.68 
AAOI Applied Optoelectronics, Inc.
-7.19%
-$21,154.4 
HPE Hewlett Packard Enterprise Company
-6.78%
-$29,698.92 
VRT Vertiv Holdings Co
-6.62%
-$48,973.68 
ANET Arista Networks, Inc.
-6.41%
-$195,249.4 
FIX Comfort Systems USA, Inc.
-6.36%
-$182,330.81 
CIFR Cipher Mining Inc.
-6.24%
-$18,479.98 
LITE Lumentum Holdings Inc.
-5.98%
-$231,112.71 
STX Seagate Technology Holdings plc
-5.71%
-$107,908 
WDC Western Digital Corporation
-5.64%
-$80,391.6 
NBIS Nebius Group N.V.
-5.6%
-$30,801.5 
JCI Johnson Controls International plc
-5.19%
-$75,050.08 
LRCX Lam Research Corporation
-4.92%
-$69,131.57 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.83%
-$35,302.83 
BE Bloom Energy Corporation
-4.39%
-$181,249.08 
AMD Advanced Micro Devices, Inc.
-4.36%
-$212,403.93 
MRVL Marvell Technology, Inc.
-4.24%
-$466,201.44 
GEV GE Vernova Inc.
-3.1%
-$125,544.71 
VLO Valero Energy Corporation
-2.88%
-$38,504.5 
CRWV CoreWeave, Inc.
-2.79%
-$23,319.18 
FTI TechnipFMC plc
-2.53%
-$198,088 
AVGO Broadcom Inc.
-2.5%
-$87,128.26 
SMH VanEck Semiconductor ETF
-2.48%
-$13,593.99 
NVDA NVIDIA Corporation
-2.36%
-$248,284.56 
TSLA Tesla, Inc.
-1.99%
-$34,118.47 
SLB Schlumberger Limited
-1.81%
-$63,824.64 
TS Tenaris S.A.
-1.46%
-$12,257.85 
XOM Exxon Mobil Corporation
-1.1%
-$2,940.84 
PLTR Palantir Technologies Inc.
-1.06%
-$148,984.98 
MU Micron Technology, Inc.
-0.8%
-$135,517.2 
CVX Chevron Corporation
-0.69%
-$4,430.58 
AMZN Amazon.com Inc
-0.53%
-$26,992.81 
MGY Magnolia Oil & Gas Corp.
-0.5%
-$4,754.75 
META Meta Platforms Inc Class A
-0.47%
-$10,341.52 
SCCO Southern Copper Corporation
-0.18%
-$2,616.11 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$725.28 Events
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Dividends
Dividend Analysis
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| Trades 294 | Longs Won 160/294 54% | Profit Factor 3.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $978,939.16 |
| Average Win $448,890.21 | Best Trade (Oct 14) $9.99M | Sharpe Ratio -75.66 |
| Average Loss -$174,515.29 | Worst Trade (Mar 30) -$1.4M | Z-Score -2.75 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 5d | Expectancy $164,753 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.39% |
| Consecutive Losing Trades | 879 | 791 | 703 | 615 | 527 | 439 | 351 | 264 | 176 | 88 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,412 | $505,522 | $273,028.24 | - | -$232,493.76 | -45.99% | -7.191% |
| AAPL Apple Inc. | 7,651 | $1.92M | $2.63M | - | $716,552.74 | 37.4% | +0.328% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,433 | $1.18M | $695,278.41 | - | -$479,909.59 | -40.84% | -4.832% |
| AMD Advanced Micro Devices, Inc. | 8,544 | $2.61M | $4.66M | - | $2.05M | 78.51% | -4.355% |
| AMZN Amazon.com Inc | 20,069 | $4.17M | $5.07M | - | $899,986.45 | 21.57% | -0.529% |
| ANET Arista Networks, Inc. | 15,595 | $2.04M | $2.85M | - | $816,841.26 | 40.13% | -6.407% |
| AVGO Broadcom Inc. | 10,061 | $2.89M | $3.4M | - | $507,223.81 | 17.56% | -2.501% |
| AXTI AXT, Inc. | 5,189 | $404,274.99 | $283,890.19 | - | -$120,384.8 | -29.78% | -11.171% |
| BE Bloom Energy Corporation | 17,229 | $3.43M | $3.94M | - | $515,097.69 | 15.03% | -4.395% |
| BG Bunge Global S.A. | 11,930 | $1.27M | $1.31M | - | $32,210.9 | 2.53% | +0.477% |
| BLDR Builders FirstSource, Inc. | 11,558 | $1.03M | $614,307.7 | - | -$419,902.3 | -40.6% | +5.206% |
| CIFR Cipher Mining Inc. | 29,792 | $439,729.95 | $277,652.5 | - | -$162,077.45 | -36.86% | -6.24% |
| CRWV CoreWeave, Inc. | 12,708 | $910,020.11 | $812,613.06 | - | -$97,407.05 | -10.7% | -2.79% |
| CVX Chevron Corporation | 2,877 | $446,769 | $634,378.5 | - | $187,609.5 | 41.99% | -0.694% |
| DECK Deckers Outdoor Corporation | 12,078 | $2.17M | $1.04M | - | -$1.13M | -51.99% | +4.19% |
| EZPW EzCorp Inc. | 8,893 | $225,704 | $293,287.58 | - | $67,583.58 | 29.94% | +0.793% |
| FIX Comfort Systems USA, Inc. | 1,859 | $599,211.48 | $2.68M | - | $2.08M | 347.86% | -6.362% |
| FTI TechnipFMC plc | 112,550 | $3.26M | $7.62M | - | $4.37M | 134.07% | -2.532% |
| GEV GE Vernova Inc. | 4,298 | $2.38M | $3.92M | - | $1.55M | 65.14% | -3.102% |
| GLD SPDR Gold Shares | 11,176 | $3.94M | $4.25M | - | $307,784.45 | 7.81% | +1.12% |
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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 - $1.22M, 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 $758,748.56 earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $111,847.38, Magnolia Oil & Gas Corp - $81,475.36, Microsoft Corp - $58,636.46, TechnipFMC plc - $56,037.2, and Alphabet Inc - $46,947.39. 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.
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