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:
47.61%
Gain -1.87%
Monthly
0.54%
Yearly
6.71%
Drawdown
29.32%
$252.37M
Equity
Holdings
$252.37M
Investment
$161.24M
$183.64M
Profit -$8.15M
Realized
$92.51M
Unrealized
$91.13M
Dividends
$93.85M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.87%
Profit
-$8.15M
Win %
69%
This Week
Compared To Last Week
Gain
-3.13%
Profit
-$8.15M
Win %
69%
This Month
Compared to last month
Gain
-1.28%
Profit
-$3.28M
Win %
69%
This Year
Compared to last year
Gain
1.13%
Profit
$2.81M
Win %
67%
NVDA NVIDIA Corporation
+3.11%
+$19,664.97 
BHP BHP Group Ltd. Sponsored ADR
+1.57%
+$24,400 
VTI Vanguard Total Stock Market ETF
+1%
+$169,047.55 
AMZN Amazon.com Inc
+0.92%
+$4,570 
ACWI iShares MSCI ACWI ETF
+0.75%
+$51,129 
VEA Vanguard FTSE Developed Markets ETF
+0.69%
+$249,660 
EFV iShares MSCI EAFE Value ETF
+0.66%
+$18,564 
CCAP Crescent Capital BDC Inc.
+0.64%
+$495 
VIG Vanguard Dividend Appreciation ETF
+0.63%
+$81,050.2 
IAU iShares Gold Trust
+0.62%
+$185,852.1 
VTV Vanguard Morningstar Value ETF
+0.53%
+$4,003.25 
EWU iShares MSCI United Kingdom ETF
+0.39%
+$18,037.5 
VDE Vanguard Energy ETF
+0.38%
+$3,895.5 
FCX Freeport-McMoRan Inc.
+0.32%
+$17,010 
EWC iShares MSCI Canada ETF
+0.3%
+$56,124 
MAIN Main Street Capital Corporation
+0.29%
+$982.08 
CSWC Capital Southwest Corporation
+0.27%
+$510 
GOOG Alphabet Inc
+0.17%
+$535 
OBDC Blue Owl Capital Corporation
+0.15%
+$786.11 
RIO Rio Tinto plc ADR
+0.11%
+$1,530 
XLE State Street Energy Select Sector SPDR ETF
+0.06%
+$640 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.01%
+$43 
SE Sea Limited Sponsored ADR
+0.01%
+$141.5 
FSK FS KKR Capital Corp.
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 AXIA
AXIAPRC
0%
$0 
XP XP Inc. Class A Common Stock
-51.68%
-$582,523.62 
BBD Banco Bradesco S.A. ADR
-32.06%
-$245,209.5 
STNE StoneCo Ltd. Class A Common Shares
-29.83%
-$75,487 
PAGS PagSeguro Digital Ltd. Class A Common Shares
-27.05%
-$173,320 
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP ADR
-26.8%
-$253,622.77 
ITUB Itaú Unibanco Holding S.A. ADR
-23.11%
-$978,959.06 
EWZ iShares MSCI Brazil ETF
-22.38%
-$3.75M 
NU Nu Holdings Ltd. Class A Ordinary Shares
-20.28%
-$878,220 
PBR-A Petróleo Brasileiro S.A. - Petrobras
-19.55%
-$709,596 
CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR
-19.35%
-$65,658.41 
UGP Ultrapar Participações S.A. Sponsored ADR
-18.73%
-$67,715 
PBR Petróleo Brasileiro S.A. - Petrobras
-17.93%
-$623,047.74 
TIMB TIM S.A. Sponsored ADR
-16.33%
-$49,328.8 
VIV Telefônica Brasil S.A. ADR
-16.32%
-$87,106.27 
ABEV Ambev S.A. ADR
-15.91%
-$151,162.73 
BSBR Banco Santander (Brasil) S.A. ADR
-12.7%
-$62,075.25 
MELI MercadoLibre Inc.
-10.4%
-$601,046.98 
GGB Gerdau S.A. Sponsored ADR
-9.51%
-$41,827.37 
DLO dLocal Limited
-7.93%
-$66,920 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
-4.83%
-$141,297.3 
VALE Vale S.A. American Depositary Shares
-3.63%
-$54,904.5 
JBS JBS N.V. Class A Common Stock
-3.38%
-$18,190.62 
AXIA AXIA Energia Sponsored ADR Preferred
-2.39%
-$25,026 
GRAB Grab Holdings Ltd. Class A
-2.15%
-$13,200 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-1.25%
-$6,750 
SUZ Suzano S.A. - Sponsored ADR
-0.93%
-$2,688.4 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.81%
-$63,240 
CPNG Coupang, Inc. Class A Common Stock
-0.54%
-$4,500 
PFE Pfizer Inc.
-0.5%
-$15 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$9,805.77 
CVX Chevron Corporation
-0.43%
-$8,830.59 
BMY Bristol-Myers Squibb Company
-0.4%
-$24.5 
IEMG iShares Core MSCI Emerging Markets ETF
-0.37%
-$35,504 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.32%
-$87,080 
COP ConocoPhillips
-0.26%
-$1,053 
GNR State Street SPDR S&P Global Natural Resources ETF
-0.09%
-$5,428.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$1,200 
OCSL Oaktree Specialty Lending Corp.
-0.04%
-$80.31 
XOM ExxonMobil Holdings Corporation
-0.04%
-$1,534.08 
ARCC Ares Capital Corp.
-0.03%
-$316.27 Events
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Dividends
Dividend Analysis
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| Trades 346 | Longs Won 243/346 70% | Profit Factor 7.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.79M |
| Average Win $872,567.42 | Best Trade (Oct 20) $15.78M | Sharpe Ratio -10.32 |
| Average Loss -$275,704.32 | Worst Trade (Dec 31) -$8.18M | Z-Score 2.43 (98.47%) |
| Commissions $0 | Avg. Trade Length 3y 3m 2d | Expectancy $530,740.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 916 | 824 | 733 | 641 | 549 | 458 | 366 | 275 | 183 | 92 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABEV Ambev S.A. ADR | 287,929 | $800,524.88 | $799,002.97 | - | -$1,521.91 | -0.19% | -15.909% |
| ACWI iShares MSCI ACWI ETF | 43,700 | $4.52M | $6.9M | - | $2.38M | 52.76% | +0.746% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 60,000 | $1.4M | $1.5M | - | $94,000 | 6.7% | -0.08% |
| AMZN Amazon.com Inc | 2,000 | $439,090 | $500,570 | - | $61,480 | 14% | +0.921% |
| ARCC Ares Capital Corp. | 63,254 | $1.25M | $1.18M | - | -$69,038.62 | -5.53% | -0.027% |
| AXIA AXIA Energia Sponsored ADR Preferred | 100,104 | $760,642.22 | $1.02M | - | $262,420.66 | 34.5% | -2.388% |
| AXIA AXIAPRC | 26,310 | $226.79 | $287.31 | - | $60.52 | 26.69% | 0.0 |
| BBD Banco Bradesco S.A. ADR | 187,900 | $511,954 | $519,543.5 | - | $7,589.5 | 1.48% | -32.064% |
| BHP BHP Group Ltd. Sponsored ADR | 20,000 | $1.02M | $1.58M | - | $563,520 | 55.36% | +1.567% |
| BMY Bristol-Myers Squibb Company | 100 | $5,394 | $6,123.5 | - | $729.5 | 13.52% | -0.399% |
| BSBR Banco Santander (Brasil) S.A. ADR | 88,050 | $471,307.1 | $426,602.25 | - | -$44,704.85 | -9.49% | -12.703% |
| CCAP Crescent Capital BDC Inc. | 9,000 | $127,180 | $78,435 | - | -$48,745 | -38.33% | +0.635% |
| CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR | 147,547 | $236,088.84 | $273,699.68 | - | $37,610.84 | 15.93% | -19.348% |
| COP ConocoPhillips | 2,700 | $284,256 | $406,107 | - | $121,851 | 42.87% | -0.259% |
| CPNG Coupang, Inc. Class A Common Stock | 60,000 | $1.13M | $829,500 | - | -$303,300 | -26.77% | -0.54% |
| CSWC Capital Southwest Corporation | 8,500 | $187,130 | $190,655 | - | $3,525 | 1.88% | +0.268% |
| CVX Chevron Corporation | 8,700 | $1.28M | $2.02M | - | $739,227.51 | 57.71% | -0.435% |
| DLO dLocal Limited | 56,000 | $726,320 | $776,440 | - | $50,120 | 6.9% | -7.935% |
| EFV iShares MSCI EAFE Value ETF | 35,700 | $1.65M | $2.83M | - | $1.18M | 71.62% | +0.66% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 4,300 | $468,958 | $394,138 | - | -$74,820 | -15.95% | +0.011% |
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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 Market ETF - $38.43M, Vanguard Dividend Appreciation ETF - $31.87M, Vanguard FTSE Emerging Markets ETF - $22.45M, Vanguard FTSE Developed Markets ETF - $21.89M, and iShares MSCI Brazil ETF - $18.36M. 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. American Depositary Shares - $258,920.01, Cosan S.A. Sponsored ADR - $149,064.92, Braskem S.A. Sponsored ADR Class A - $105,074.1, and Canadian Natural Resources Ltd - $37,673. 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 $93.85M earned over time. The largest contributors to dividend income include iShares MSCI Brazil ETF - $26.47M, Vanguard FTSE Emerging Markets ETF - $17.51M, Vanguard FTSE Developed Markets ETF - $14.82M, Vanguard Dividend Appreciation ETF - $6.38M, and Vanguard Total Stock Market ETF - $5M. 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.
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