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:
-0.3%
Gain
Monthly
-0.02%
Yearly
-0.2%
Drawdown
22.93%
$204.04M
Equity
Holdings
$204.04M
Investment
$186.11M
$17.29M
Profit +$93,501.14
Realized
-$642,702.5
Unrealized
$17.93M
Dividends
$2.26M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$93,501.14
Win %
68%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.59M
Win %
68%
This Month
Compared to last month
Gain
-1.6%
Profit
-$3.31M
Win %
68%
This Year
Compared to last year
Gain
-1.83%
Profit
-$3.8M
Win %
68%
AAPL Apple Inc.
+3.93%
+$179,813.43 
BKNG Booking Holdings Inc.
+3.52%
+$9,234.9 
GOOGL Alphabet Inc
+3.13%
+$136,730.18 
AMZN Amazon.com Inc
+3.05%
+$12,319.54 
BTI British American Tobacco p.l.c. ADR
+1.92%
+$5,122.88 
MAR Marriott International Inc. - Class A
+1.74%
+$65,038.18 
EWS iShares MSCI Singapore ETF
+1.47%
+$6,025.94 
EWL iShares MSCI Switzerland ETF
+1.42%
+$24,473.79 
FDX FedEx Corporation
+1.36%
+$47,027.65 
EWU iShares MSCI United Kingdom ETF
+1.05%
+$6,377.75 
EUAD STOXX Europe Aerospace & Defense ETF
+0.88%
+$2,223.95 
IEUR iShares Core MSCI Europe ETF
+0.82%
+$7,396.6 
VGK Vanguard FTSE Europe ETF
+0.81%
+$172,776.89 
MS Morgan Stanley
+0.8%
+$37,340 
IDV iShares International Select Dividend ETF
+0.62%
+$28,454.11 
EZU iShares MSCI Eurozone ETF
+0.45%
+$29,260.17 
FSZ First Trust Switzerland Fund
+0.44%
+$1,198.56 
EWP iShares MSCI Spain ETF
+0.35%
+$1,255.62 
RGLD Royal Gold Inc.
+0.32%
+$1,325.33 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.27%
+$1,794.5 
URTH iShares MSCI World ETF
+0.27%
+$967.14 
WMT Walmart Inc.
+0.26%
+$9,793.59 
ITA iShares U.S. Aerospace & Defense ETF
+0.23%
+$1,642.85 
IVV iShares Core S&P 500 ETF
+0.23%
+$3,248.47 
EWI iShares MSCI Italy ETF
+0.22%
+$655.56 
VOO Vanguard S&P 500 ETF
+0.2%
+$4,365.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$28,445.66 
VT Vanguard Total World Stock ETF
+0.18%
+$1,673.56 
MXI iShares Global Materials ETF
+0.14%
+$696.15 
FJP First Trust Japan AlphaDEX Fund
+0.12%
+$267.12 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.12%
+$1,239.42 
ILF iShares Latin America 40 ETF
+0.09%
+$337.83 
LVHI Franklin International Low Volatility High Dividend ETF
+0.08%
+$639.03 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-4.88%
-$9,123.3 
CSCO Cisco Systems, Inc.
-4.57%
-$33,004.15 
AMD Advanced Micro Devices, Inc.
-3.69%
-$11,866.5 
SMH VanEck Semiconductor ETF
-2.48%
-$19,940.7 
COPX Global X Copper Miners ETF
-1.75%
-$16,919.37 
QTUM Defiance Quantum ETF
-1.55%
-$253,292.48 
NVDA NVIDIA Corporation
-1.28%
-$5,944.4 
HAL Halliburton Company
-1.21%
-$51,730.71 
GDX VanEck Gold Miners ETF
-1.09%
-$59,662.07 
SETM Sprott Critical Materials ETF
-1.06%
-$129,360.96 
ADI Analog Devices, Inc.
-0.94%
-$42,887.46 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.84%
-$77,960.22 
CDE Coeur Mining, Inc.
-0.83%
-$5,882.72 
CRAK VANECK OIL REFINERS ETF
-0.83%
-$4,872 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.72%
-$101,858.61 
MCD McDonald's Corporation
-0.67%
-$2,715 
QQQ Invesco QQQ Trust, Series 1
-0.53%
-$2,903.14 
EWJ iShares MSCI Japan ETF
-0.51%
-$3,191.53 
EEM iShares MSCI Emerging Markets ETF
-0.47%
-$3,410 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.32%
-$113,495.4 
IEMG iShares Core MSCI Emerging Markets ETF
-0.31%
-$2,186.25 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.27%
-$2,208.75 
DD DuPont de Nemours, Inc.
-0.26%
-$8,899.9 
EWZ iShares MSCI Brazil ETF
-0.15%
-$495 
NKE Nike, Inc. - Class B
-0.15%
-$470.88 
EWO iShares MSCI Austria ETF
-0.13%
-$591.52 
KO The Coca-Cola Company
-0.04%
-$105 
ENOR iShares MSCI Norway ETF
-0.01%
-$85.23 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 267 | Longs Won 144/267 53% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $615,170.3 |
| Average Win $251,556.99 | Best Trade (Jul 11) $6.86M | Sharpe Ratio -10.38 |
| Average Loss -$61,966.74 | Worst Trade (Mar 31) -$1.55M | Z-Score -2.12 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 2d | Expectancy $64,743.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 3,289 | 2,961 | 2,632 | 2,303 | 1,974 | 1,645 | 1,316 | 987 | 658 | 329 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
