Thomas Herbert Portfolio
Invests via VPR Management LLC | Managed by Lisa Atchison
Invests via VPR Management LLC
Managed by Lisa Atchison
Automatically Tracked
Thomas Herbert Profile
With a diverse career spanning across sectors, Thomas Herbert stands out as a dynamic force in the entrepreneurial landscape. His strategic acumen has been instrumental in launching and scaling innovative ventures that bridge technology with market needs. Herbert's leadership roles in startups have not only showcased his ability to navigate complexities but also underscored his commitment to driving sustainable growth. Through partnerships and collaborations, he has cultivated significant networks that enhance business opportunities and foster industry relationships. His expertise lies particularly in leveraging technological advancements to create competitive differentiation within emerging markets.
With a diverse career spanning across sectors, Thomas Herbert stands out as a dynamic force in the entrepreneurial landscape. His strategic acumen has been instrumental in launching and scaling innovative ventures that bridge technology with market needs. Herbert's leadership roles in startups have not only showcased his ability to navigate complexities but also underscored his commitment to driving sustainable growth. Through partnerships and collaborations, he has cultivated significant networks that enhance business opportunities and foster industry relationships. His expertise lies particularly in leveraging technological advancements to create competitive differentiation within emerging markets.
Investment Philosophy & Strategy
Opportunities in the evolving technological landscape captivate Thomas Herbert, who employs his entrepreneurial mindset to identify and seize potential. His experience in launching startups reflects a distinctive focus on innovation, leveraging technology to fulfill market demands effectively. This agility positions him advantageously amidst changing industry dynamics. A keen understanding of business-building principles underpins decision-making processes, emphasizing scalability and sustainable growth pathways. Collaborations serve as a cornerstone for strategic expansions, while an expansive network nurtures valuable connections that open doors to new ventures and partnerships.
Opportunities in the evolving technological landscape captivate Thomas Herbert, who employs his entrepreneurial mindset to identify and seize potential. His experience in launching startups reflects a distinctive focus on innovation, leveraging technology to fulfill market demands effectively. This agility positions him advantageously amidst changing industry dynamics. A keen understanding of business-building principles underpins decision-making processes, emphasizing scalability and sustainable growth pathways. Collaborations serve as a cornerstone for strategic expansions, while an expansive network nurtures valuable connections that open doors to new ventures and partnerships.
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:
30.2%
Gain +0.48%
Monthly
0.56%
Yearly
6.9%
Drawdown
29.32%
$252.92M
Equity
Holdings
$252.92M
Investment
$160.65M
$184.03M
Profit +$1.5M
Realized
$91.76M
Unrealized
$92.27M
Dividends
$92.79M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.5M
Win %
77%
This Week
Compared To Last Week
Gain
0.98%
Profit
$2.46M
Win %
77%
This Month
Compared to last month
Gain
1.57%
Profit
$3.9M
Win %
77%
This Year
Compared to last year
Gain
0.84%
Profit
$2.1M
Win %
75%
NU Nu Holdings Ltd.
+3.5%
+$135,660 
SE Sea Ltd.
+3.08%
+$90,701.5 
PAGS PagSeguro Digital Ltd.
+2.71%
+$13,720 
DLO DLocal Limited
+2.17%
+$17,640 
XP Xp Inc.
+2.01%
+$12,417.78 
GOOG Alphabet Inc
+2%
+$6,920 
BSBR Banco Santander Brasil S.A.
+1.81%
+$8,364.75 
PBR Petrobras S.A. Sponsored ADR
+1.67%
+$39,853.8 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+1.59%
+$39,336.3 
COP ConocoPhillips
+1.55%
+$4,806 
MELI MercadoLibre, Inc.
+1.51%
+$87,515.6 
CVX Chevron Corporation
+1.47%
+$23,968.5 
AMZN Amazon.com Inc
+1.24%
+$6,120 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.16%
+$41,611.24 
ABEV Ambev S.A.
+1.16%
+$13,577.51 
STNE StoneCo Ltd.
+1.12%
+$2,755 
XLE Energy Select Sector SPDR Fund
+1.08%
+$10,000 
VDE Vanguard Energy ETF
+1.06%
+$9,116 
XOM Exxon Mobil Corporation
+1.05%
+$29,855.81 
BBD Banco Bradesco S.A. ADR
+1.03%
+$6,839.56 
AXIA AXIA Energia Sponsored ADR Preferred
+0.77%
+$7,507.8 
EWZ iShares MSCI Brazil ETF
+0.69%
+$96,383 
IEMG iShares Core MSCI Emerging Markets ETF
+0.69%
+$67,521 
NVDA NVIDIA Corporation
+0.61%
+$3,690 
JBS JBS N.V.
+0.55%
+$2,815.22 
VIV Telefonica Brasil S.A. ADR
+0.54%
+$3,088.87 
FCX Freeport-McMoRan Inc.
+0.53%
+$25,110 
VWO Vanguard FTSE Emerging Markets ETF
+0.42%
+$9,236.5 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+0.4%
+$1,167.5 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.39%
+$9,915.6 
TIMB TIM S.A. Sponsored ADR
+0.32%
+$1,103.2 
SUZ Suzano S.A. Sponsored ADR
+0.3%
+$840.12 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.23%
+$737.74 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$11,300 
AXIAPRC
0%
$0 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
0%
$0 
MAIN Main Street Capital Corporation
-2.5%
-$8,689.49 
CPNG Coupang Inc.
-2.38%
-$23,700 
CSWC Capital Southwest Corporation
-2.08%
-$4,292.5 
FSK FS KKR Capital Corp.
-1.92%
-$7,560 
OBDC Blue Owl Capital Corporation
-1.77%
-$10,015.4 
GGB Gerdau S.A.
-1.69%
-$6,899.36 
RIO Rio Tinto Plc Sponsored ADR
-1.56%
-$23,970 
ARCC Ares Capital Corporation
-1.33%
-$15,967.59 
CCAP Crescent Capital BDC, Inc.
-1.13%
-$1,125 
EWU iShares MSCI United Kingdom ETF
-1.06%
-$48,750 
EWC iShares MSCI Canada ETF
-0.95%
-$176,167 
VALE Vale S.A.
-0.92%
-$15,861.3 
PFE Pfizer Inc.
-0.82%
-$20.5 
BHP BHP Group Ltd.
-0.79%
-$12,800 
SHEL Shell plc
-0.57%
-$2,475 
OCSL Oaktree Specialty Lending Corporation
-0.54%
-$1,024.4 
EFV iShares MSCI EAFE Value ETF
-0.5%
-$13,923 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$62,103.4 
GNR SPDR S&P Global Natural Resources ETF
-0.44%
-$23,652.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.4%
-$144,540 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.26%
-$3,900 
BMY Bristol-Myers Squibb Company
-0.24%
-$14.5 
VTV Vanguard Value ETF
-0.21%
-$1,541 
IAU iShares Gold Trust
-0.2%
-$59,314.5 
SCHP Schwab U.S. TIPS ETF
-0.19%
-$500 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$709.5 
ACWI iShares MSCI ACWI ETF
-0.09%
-$6,118 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.01%
-$2,488 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 339 | Longs Won 248/339 73% | Profit Factor 7.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.8M |
| Average Win $849,483.33 | Best Trade (Jul 24) $15.78M | Sharpe Ratio -10.24 |
| Average Loss -$292,779.63 | Worst Trade (Dec 31) -$8.18M | Z-Score 6.15 (100%) |
| Commissions $0 | Avg. Trade Length 3y 2m 1w | Expectancy $542,858.17 |
| 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% | 0.01% |
| Consecutive Losing Trades | 864 | 777 | 691 | 604 | 518 | 432 | 345 | 259 | 173 | 86 |
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
FAQ
Which stocks have generated the highest profits for Thomas Herbert?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $38.3M, Vanguard Dividend Appreciation ETF - $31.72M, Vanguard FTSE Emerging Markets ETF - $22.52M, VANGUARD FTSE DEVELOPED MARKETS ETF - $21.8M, and iShares MSCI Brazil ETF - $18.43M. 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: Meta Platforms Inc Class A - $2.04M, Vale S.A - $307,699.61, Cosan S.A - $149,064.92, Braskem S.A. - ADR - $105,074.1, and Canadian Natural Resources Limited - $38,576.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Herbert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $92.79M earned over time. The largest contributors to dividend income include iShares MSCI Brazil ETF - $26.54M, Vanguard FTSE Emerging Markets ETF - $17.58M, VANGUARD FTSE DEVELOPED MARKETS ETF - $14.72M, Vanguard Dividend Appreciation ETF - $6.23M, and VANGUARD TOTAL STOCK MKT ETF - $4.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Herbert's monthly returns?
Thomas Herbert'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 Thomas Herbert's strategy be considered aggressive or moderate?
Thomas Herbert's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Thomas Herbert's strategy?
Thomas Herbert's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
