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:
40.24%
Gain -0.45%
Monthly
0.58%
Yearly
7.19%
Drawdown
29.32%
$265.36M
Equity
Holdings
$265.36M
Investment
$161.24M
$196.63M
Profit -$1.5M
Realized
$92.51M
Unrealized
$104.12M
Dividends
$93.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.5M
Win %
80%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$2.86M
Win %
80%
This Month
Compared to last month
Gain
-0.01%
Profit
-$17,187.31
Win %
80%
This Year
Compared to last year
Gain
6.33%
Profit
$15.8M
Win %
78%
PAGS PagSeguro Digital Ltd.
+5.46%
+$29,400 
XP Xp Inc.
+5.38%
+$37,994.7 
STNE StoneCo Ltd.
+4.33%
+$9,367 
BBD Banco Bradesco S.A. ADR
+4.23%
+$27,245.5 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+2.91%
+$102,933.05 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+2.61%
+$19,964.47 
PBR Petrobras S.A. Sponsored ADR
+2.44%
+$67,738.18 
CIG Companhia Energética de Minas Gerais S.A. ADR
+2.07%
+$6,639.61 
DLO DLocal Limited
+1.98%
+$16,240 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+1.82%
+$6,304.5 
GGB Gerdau S.A.
+1.7%
+$7,330.57 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+1.69%
+$49,363.2 
SUZ Suzano S.A. Sponsored ADR
+1.59%
+$4,939.94 
MELI MercadoLibre, Inc.
+1.49%
+$89,336.31 
EWZ iShares MSCI Brazil ETF
+1.48%
+$222,271 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.4%
+$37,927.17 
VIV Telefonica Brasil S.A. ADR
+0.89%
+$4,324.43 
TIMB TIM S.A. Sponsored ADR
+0.87%
+$2,600.4 
ABEV Ambev S.A.
+0.83%
+$7,198.23 
XOM Exxon Mobil Corporation
+0.79%
+$24,768 
GOOG Alphabet Inc
+0.75%
+$2,455 
COP ConocoPhillips
+0.61%
+$2,268 
JBS JBS N.V.
+0.52%
+$2,815.22 
SHEL Shell plc
+0.4%
+$1,900 
NU Nu Holdings Ltd.
+0.3%
+$12,852 
ARCC Ares Capital Corporation
+0.2%
+$2,530.16 
BSBR Banco Santander Brasil S.A.
0%
$0 AXIA
AXIAPRC
0%
$0 
FCX Freeport-McMoRan Inc.
-6.65%
-$410,670 
BHP BHP Group Ltd.
-5.29%
-$97,500 
RIO Rio Tinto Plc Sponsored ADR
-4.13%
-$72,930 
CCAP Crescent Capital BDC, Inc.
-2.79%
-$2,565 
NVDA NVIDIA Corporation
-2.27%
-$15,240 
GRAB Grab Holdings Limited
-2.16%
-$14,476 
IEMG iShares Core MSCI Emerging Markets ETF
-1.92%
-$202,880 
IAU iShares Gold Trust
-1.7%
-$555,579.15 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.64%
-$470,232 
GNR SPDR S&P Global Natural Resources ETF
-1.58%
-$98,100.75 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$33,364.5 
EWC iShares MSCI Canada ETF
-1.23%
-$233,850 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.23%
-$470,412 
VALE Vale S.A.
-1.2%
-$22,584.05 
SE Sea Ltd.
-1.08%
-$33,111 
ACWI iShares MSCI ACWI ETF
-0.82%
-$57,247 
PFE Pfizer Inc.
-0.77%
-$21.5 
BMY Bristol-Myers Squibb Company
-0.77%
-$49.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.76%
-$3,074.5 
EWU iShares MSCI United Kingdom ETF
-0.68%
-$31,687.5 
VTV Vanguard Value ETF
-0.68%
-$5,092 
CPNG Coupang Inc.
-0.64%
-$5,700 
OCSL Oaktree Specialty Lending Corporation
-0.63%
-$1,284.96 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.61%
-$49,011 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.59%
-$100,344 
OBDC Blue Owl Capital Corporation
-0.58%
-$3,406.45 
FSK FS KKR Capital Corp.
-0.54%
-$2,340 
SCHP Schwab U.S. TIPS ETF
-0.5%
-$1,299 
MAIN Main Street Capital Corporation
-0.45%
-$1,615.68 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$56,314.1 
CSWC Capital Southwest Corporation
-0.43%
-$894.2 
AMZN Amazon.com Inc
-0.39%
-$1,982.6 
XLE Energy Select Sector SPDR Fund
-0.38%
-$4,000 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$11,067 
AXIA AXIA Energia Sponsored ADR Preferred
-0.31%
-$3,003.12 
CVX Chevron Corporation
-0.31%
-$5,829 
VDE Vanguard Energy ETF
-0.27%
-$2,623.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$594 Events
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Dividends
Dividend Analysis
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| Trades 346 | Longs Won 260/346 75% | Profit Factor 8.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.85M |
| Average Win $857,869.61 | Best Trade (Sep 08) $17.53M | Sharpe Ratio -9.49 |
| Average Loss -$307,155.32 | Worst Trade (Dec 31) -$8.18M | Z-Score 7.54 (100%) |
| Commissions $0 | Avg. Trade Length 3y 2m 1w 3d | Expectancy $568,296.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 864 | 778 | 691 | 605 | 519 | 432 | 346 | 259 | 173 | 86 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABEV Ambev S.A. | 287,929 | $800,524.88 | $873,864.51 | - | $73,339.63 | 9.16% | +0.831% |
| ACWI iShares MSCI ACWI ETF | 43,700 | $4.52M | $6.94M | - | $2.42M | 53.6% | -0.818% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 60,000 | $1.4M | $1.54M | - | $136,606 | 9.74% | -0.039% |
| AMZN Amazon.com Inc | 2,000 | $439,090 | $502,817.4 | - | $63,727.4 | 14.51% | -0.393% |
| ARCC Ares Capital Corporation | 63,254 | $1.25M | $1.25M | - | -$1,673.11 | -0.13% | +0.203% |
| AXIA AXIA Energia Sponsored ADR Preferred | 100,104 | $760,642.22 | $953,991.12 | - | $193,348.9 | 25.42% | -0.314% |
| AXIA AXIAPRC | 26,310 | $226.79 | $226.79 | - | - | - | 0.0 |
| BBD Banco Bradesco S.A. ADR | 187,900 | $511,954 | $671,742.5 | - | $159,788.5 | 31.21% | +4.227% |
| BHP BHP Group Ltd. | 20,000 | $1.02M | $1.75M | - | $729,620 | 71.68% | -5.285% |
| BMY Bristol-Myers Squibb Company | 100 | $5,394 | $6,391.5 | - | $997.5 | 18.49% | -0.769% |
| BSBR Banco Santander Brasil S.A. | 88,050 | $471,307.1 | $518,174.25 | - | $46,867.15 | 9.94% | 0.0 |
| CCAP Crescent Capital BDC, Inc. | 9,000 | $127,180 | $89,505 | - | -$37,675 | -29.62% | -2.786% |
| CIG Companhia Energética de Minas Gerais S.A. ADR | 147,547 | $236,088.84 | $326,816.6 | - | $90,727.76 | 38.43% | +2.074% |
| COP ConocoPhillips | 2,700 | $284,256 | $370,899 | - | $86,643 | 30.48% | +0.615% |
| CPNG Coupang Inc. | 60,000 | $1.13M | $879,900 | - | -$252,900 | -22.33% | -0.644% |
| CSWC Capital Southwest Corporation | 8,500 | $187,130 | $204,635.8 | - | $17,505.8 | 9.35% | -0.435% |
| CVX Chevron Corporation | 8,700 | $1.28M | $1.85M | - | $573,449.01 | 44.77% | -0.313% |
| DLO DLocal Limited | 56,000 | $726,320 | $837,480 | - | $111,160 | 15.3% | +1.977% |
| EFV iShares MSCI EAFE Value ETF | 35,700 | $1.65M | $2.9M | - | $1.25M | 75.92% | -0.38% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 4,300 | $468,958 | $401,856.5 | - | -$67,101.5 | -14.31% | -0.759% |
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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 MKT ETF - $38.39M, Vanguard Dividend Appreciation ETF - $31.83M, Vanguard FTSE Emerging Markets ETF - $22.45M, VANGUARD FTSE DEVELOPED MARKETS ETF - $21.8M, 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 - $258,920.01, Cosan S.A - $149,064.92, Braskem S.A. - ADR - $105,074.1, and Canadian Natural Resources Limited - $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 $93.09M 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 - $14.72M, Vanguard Dividend Appreciation ETF - $6.33M, and VANGUARD TOTAL STOCK MKT ETF - $4.96M. 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.
