Bernarda Pesantez Portfolio
Invests via BFI Infinity Ltd. | Managed by Bernarda Pesantez, Daniel Zurbrugg, Andreas Schaub
Invests via BFI Infinity Ltd.
Managed by Bernarda Pesantez, Daniel Zurbrugg, Andreas Schaub
Automatically Tracked
With a career bridging operating roles and capital allocation across Latin America, Bernarda Pesantez combines startup leadership, corporate strategy and investor relations experience. She evaluates growth-stage opportunities in fintech, digital payments and consumer platforms, prioritizing unit economics and scalable distribution. Market participants cite her deal selection discipline, hands-on portfolio support and cross-border sourcing capability; typical engagements span minority equity, growth capital and strategic partnerships.
With a career bridging operating roles and capital allocation across Latin America, Bernarda Pesantez combines startup leadership, corporate strategy and investor relations experience. She evaluates growth-stage opportunities in fintech, digital payments and consumer platforms, prioritizing unit economics and scalable distribution. Market participants cite her deal selection discipline, hands-on portfolio support and cross-border sourcing capability; typical engagements span minority equity, growth capital and strategic partnerships.
Investment Philosophy & Strategy
Combines operator-led discipline with growth-capital rigor, favoring fintech, digital payments and consumer platforms with clear unit-economics and scalable distribution. Prioritizes minority equity and strategic partnership structures that preserve founder incentives while enabling rapid regional expansion. Uses hands-on portfolio support—leveraging corporate strategy and investor-relations skills—to de-risk go-to-market execution and strengthen unit-level margins. Sources cross-border opportunities, underwriting deals on repeatable monetization, customer acquisition efficiency and regulatory navigability. Time horizon is growth-to-scale, with active risk management via milestone-based tranches and selective co-investor syndication.
Combines operator-led discipline with growth-capital rigor, favoring fintech, digital payments and consumer platforms with clear unit-economics and scalable distribution. Prioritizes minority equity and strategic partnership structures that preserve founder incentives while enabling rapid regional expansion. Uses hands-on portfolio support—leveraging corporate strategy and investor-relations skills—to de-risk go-to-market execution and strengthen unit-level margins. Sources cross-border opportunities, underwriting deals on repeatable monetization, customer acquisition efficiency and regulatory navigability. Time horizon is growth-to-scale, with active risk management via milestone-based tranches and selective co-investor syndication.
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:
7.6%
Gain -0.17%
Monthly
0.34%
Yearly
4.18%
Drawdown
22.94%
$199.11M
Equity
Holdings
$199.11M
Investment
$186.11M
$12.29M
Profit -$259,696.55
Realized
-$705,444.38
Unrealized
$13M
Dividends
$2.55M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$259,696.55
Win %
66%
This Week
Compared To Last Week
Gain
-3.02%
Profit
-$6.2M
Win %
66%
This Month
Compared to last month
Gain
-2.51%
Profit
-$5.13M
Win %
66%
This Year
Compared to last year
Gain
-4.2%
Profit
-$8.73M
Win %
62%
NKE Nike, Inc. - Class B
+5.75%
+$14,616 
BKNG Booking Holdings Inc.
+4.09%
+$9,855.01 
MAR Marriott International Inc. - Class A
+3.48%
+$133,165.97 
GDX VanEck Gold Miners ETF
+2.88%
+$175,692 
RGLD Royal Gold Inc.
+2.77%
+$13,447.2 
EUAD STOXX Europe Aerospace & Defense ETF
+2.36%
+$5,728.03 
BTI British American Tobacco p.l.c. ADR
+2.17%
+$5,626.02 
EWL iShares MSCI Switzerland ETF
+2.15%
+$35,950.2 
WMT Walmart Inc.
+2.06%
+$80,712.69 
MCD McDonald's Corporation
+2.03%
+$7,252.5 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+1.73%
+$168,811.5 
EWU iShares MSCI United Kingdom ETF
+1.65%
+$10,191.25 
VGK Vanguard FTSE Europe ETF
+1.05%
+$218,689.63 
IEUR iShares Core MSCI Europe ETF
+0.99%
+$8,659.4 
KO The Coca-Cola Company
+0.85%
+$2,730 
FSZ First Trust Switzerland Fund
+0.82%
+$2,128.5 
MXI iShares Global Materials ETF
+0.7%
+$3,522.52 
EZU iShares MSCI Eurozone ETF
+0.55%
+$34,536.6 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.52%
+$3,517.22 
IDV iShares International Select Dividend ETF
+0.51%
+$23,085.41 
EWS iShares MSCI Singapore ETF
+0.5%
+$2,008.64 
LVHI Franklin International Low Volatility High Dividend ETF
+0.49%
+$3,834.18 
DD DuPont de Nemours, Inc.
+0.45%
+$14,621.67 
ITA iShares U.S. Aerospace & Defense ETF
+0.42%
+$2,583.73 
AAPL Apple Inc.
+0.25%
+$12,656.91 
EWP iShares MSCI Spain ETF
+0.24%
+$857.5 
CDE Coeur Mining, Inc.
+0.23%
+$1,551.59 
FDX FedEx Corporation
+0.23%
+$7,252.08 
URTH iShares MSCI World ETF
+0.15%
+$555.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$19,994.12 
EWI iShares MSCI Italy ETF
+0.11%
+$291.36 
SETM Sprott Critical Materials ETF
+0.08%
+$8,085.06 
VT Vanguard Total World Stock ETF
+0.08%
+$717.24 
GOOGL Alphabet Inc
+0.07%
+$2,732.05 
VOO Vanguard S&P 500 ETF
+0.01%
+$128.43 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-5.34%
-$8,278.21 
AMD Advanced Micro Devices, Inc.
-4.19%
-$14,011.27 
CSCO Cisco Systems, Inc.
-4.05%
-$28,377.4 
FJP First Trust Japan AlphaDEX Fund
-3.31%
-$7,598.08 
SMH VanEck Semiconductor ETF
-2.33%
-$17,647.56 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.1%
-$279,921.83 
NVDA NVIDIA Corporation
-1.78%
-$8,646 
CRAK VANECK OIL REFINERS ETF
-1.73%
-$13,216 
EEMA iShares MSCI Emerging Markets Asia ETF
-1.6%
-$16,969.57 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.45%
-$509,152.97 
HAL Halliburton Company
-1.34%
-$52,921.44 
QTUM Defiance Quantum ETF
-1.32%
-$203,723.41 
EEM iShares MSCI Emerging Markets ETF
-1.18%
-$8,360 
IEMG iShares Core MSCI Emerging Markets ETF
-1.14%
-$7,870.5 
EWZ iShares MSCI Brazil ETF
-1.08%
-$4,140 
ADI Analog Devices, Inc.
-1.07%
-$50,271.45 
MS Morgan Stanley
-0.99%
-$36,825.46 
COPX Global X Copper Miners ETF
-0.9%
-$8,982.65 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.89%
-$7,410 
EWJ iShares MSCI Japan ETF
-0.79%
-$5,106.44 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$4,044.49 
AMZN Amazon.com Inc
-0.22%
-$896.5 
ILF iShares Latin America 40 ETF
-0.16%
-$675.66 
EWO iShares MSCI Austria ETF
-0.05%
-$215.1 
ENOR iShares MSCI Norway ETF
-0.03%
-$170.47 
IVV iShares Core S&P 500 ETF
0%
-$56.09 Events
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Dividends
Dividend Analysis
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| Trades 267 | Longs Won 164/267 61% | Profit Factor 3.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $561,567.13 |
| Average Win $222,965.38 | Best Trade (Oct 14) $5.55M | Sharpe Ratio -9.5 |
| Average Loss -$112,236.01 | Worst Trade (Mar 31) -$1.55M | Z-Score -0.13 (10.62%) |
| Commissions $0 | Avg. Trade Length 5m 2w 6d | Expectancy $46,041.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.22% |
| Consecutive Losing Trades | 1,773 | 1,596 | 1,418 | 1,241 | 1,064 | 887 | 709 | 532 | 355 | 177 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,548 | $4.19M | $5M | - | $808,179.68 | 19.27% | +0.254% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 315,265 | $29.61M | $34.56M | - | $4.95M | 16.73% | -1.452% |
| ADI Analog Devices, Inc. | 11,678 | $3.75M | $4.66M | - | $914,424.13 | 24.4% | -1.067% |
| AMD Advanced Micro Devices, Inc. | 586 | $340,413 | $320,489.26 | - | -$19,923.74 | -5.85% | -4.189% |
| AMZN Amazon.com Inc | 1,630 | $375,018.58 | $413,253.9 | - | $38,235.32 | 10.2% | -0.216% |
| BKNG Booking Holdings Inc. | 1,500 | $298,419.5 | $250,875 | - | -$47,544.5 | -15.93% | +4.089% |
| BTI British American Tobacco p.l.c. ADR | 4,574 | $258,979.97 | $264,788.86 | - | $5,808.89 | 2.24% | +2.171% |
| CDE Coeur Mining, Inc. | 44,331 | $795,164.94 | $665,629.96 | - | -$129,534.98 | -16.29% | +0.234% |
| COPX Global X Copper Miners ETF | 12,305 | $907,542.47 | $985,507.45 | - | $77,964.98 | 8.59% | -0.903% |
| CRAK VANECK OIL REFINERS ETF | 11,200 | $553,280 | $750,064 | - | $196,784 | 35.57% | -1.731% |
| CSCO Cisco Systems, Inc. | 6,169 | $724,611 | $672,667.76 | - | -$51,943.24 | -7.17% | -4.048% |
| DD DuPont de Nemours, Inc. | 25,429 | $3.45M | $3.28M | - | -$167,450.41 | -4.85% | +0.448% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 14,356 | $638,626.37 | $686,145.02 | - | $47,518.65 | 7.44% | +0.515% |
| EEM iShares MSCI Emerging Markets ETF | 11,000 | $601,810 | $699,930 | - | $98,120 | 16.3% | -1.18% |
| EEMA iShares MSCI Emerging Markets Asia ETF | 9,534 | $900,245.87 | $1.05M | - | $145,348.86 | 16.15% | -1.597% |
| ENOR iShares MSCI Norway ETF | 17,047 | $539,036.77 | $611,646.36 | - | $72,609.59 | 13.47% | -0.028% |
| EUAD STOXX Europe Aerospace & Defense ETF | 6,093 | $248,229 | $248,838.73 | - | $609.73 | 0.25% | +2.356% |
| EWI iShares MSCI Italy ETF | 4,856 | $262,959.93 | $272,712.96 | - | $9,753.03 | 3.71% | +0.107% |
| EWJ iShares MSCI Japan ETF | 6,719 | $552,837.09 | $638,842.52 | - | $86,005.43 | 15.56% | -0.793% |
| EWL iShares MSCI Switzerland ETF | 27,654 | $1.66M | $1.71M | - | $50,874.8 | 3.07% | +2.149% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Bernarda Pesantez?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $7.72M, Vanguard FTSE Europe ETF - $2.26M, Amplify Cybersecurity ETF - $1.29M, Monster Beverage Corporation - $1.21M, and Roblox Corporation - $1.13M. 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: Sprott Uranium Miners ETF - $1.47M, iShares Russell 2000 ETF - $1.04M, Invesco QQQ Trust, Series 1 - $611,208.57, Microsoft Corp - $513,487.94, and Exxon Mobil Corporation - $467,918.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bernarda Pesantez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.55M earned over time. The largest contributors to dividend income include Vanguard FTSE Europe ETF - $666,191.54, VANGUARD TOTAL STOCK MKT ETF - $298,374.06, iShares International Select Dividend ETF - $224,133.44, iShares MSCI All Country Asia ex Japan ETF - $129,166.54, and iShares MSCI Eurozone ETF - $113,175.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bernarda Pesantez's monthly returns?
Bernarda Pesantez's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Bernarda Pesantez's strategy be considered aggressive or moderate?
Bernarda Pesantez's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Bernarda Pesantez's strategy?
Bernarda Pesantez'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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