TH
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:
66.2%
Gain +0.64%
Monthly
0.61%
Yearly
7.56%
Drawdown
12.76%
$245.06M
Equity
Holdings
$245.06M
Investment
$149.57M
$192.16M
Profit +$2.05M
Realized
$96.67M
Unrealized
$95.49M
Dividends
$89.61M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.64%
Profit
$2.05M
Win %
75%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$2.94M
Win %
75%
This Month
Compared to last month
Gain
-1.6%
Profit
-$3.98M
Win %
75%
This Year
Compared to last year
Gain
9.6%
Profit
$21.47M
Win %
75%
BHP BHP Group Ltd.
+3.22%
+$56,600 
FCX Freeport-McMoRan Inc.
+3.1%
+$166,455 
JBS JBS N.V.
+2.79%
+$14,725.74 
XP Xp Inc.
+2.36%
+$13,715.16 
FSK FS KKR Capital Corp.
+2.26%
+$8,820 
VALE Vale S.A.
+2.21%
+$41,483.4 
GGB Gerdau S.A.
+1.93%
+$7,761.78 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.74%
+$46,107.54 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$28,985 
BBD Banco Bradesco S.A. ADR
+1.6%
+$10,334.5 
COP ConocoPhillips
+1.4%
+$4,374 
VIV Telefonica Brasil S.A. ADR
+1.37%
+$7,413.3 
GNR SPDR S&P Global Natural Resources ETF
+1.19%
+$65,917.5 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.19%
+$308,512 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.07%
+$37,231.11 
ARCC Ares Capital Corporation
+1%
+$7,233.87 
SUZ Suzano S.A. American Depositary Shares
+0.98%
+$2,688.4 
VTV Vanguard Value ETF
+0.94%
+$6,783.74 
ABEV Ambev S.A.
+0.93%
+$11,637.87 
BSBR Banco Santander Brasil S.A.
+0.93%
+$4,402.5 
EWZ iShares MSCI Brazil ETF
+0.83%
+$143,086 
OCSL Oaktree Specialty Lending Corporation
+0.83%
+$1,549.4 
VDE Vanguard Energy ETF
+0.81%
+$6,942.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$17,342.08 
XLE Energy Select Sector SPDR Fund
+0.76%
+$6,960 
CSAN Cosan S.A.
+0.75%
+$218.4 
NU Nu Holdings Ltd.
+0.74%
+$27,684 
PBR Petrobras S.A. Sponsored ADR
+0.74%
+$17,934.21 
CVX Chevron Corporation
+0.74%
+$11,919 
CCAP Crescent Capital BDC, Inc.
+0.63%
+$630 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$64,034 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$90,168.41 
MAIN Main Street Capital Corporation
+0.6%
+$1,914.56 
TIMB TIM S.A. Sponsored ADR
+0.59%
+$2,048.8 
EWU iShares MSCI United Kingdom ETF
+0.58%
+$17,685 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$69,997.9 
CSWC Capital Southwest Corporation
+0.51%
+$1,020 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$13,566 
EWC iShares MSCI Canada ETF
+0.45%
+$82,627 
SID Companhia Siderúrgica Nacional S.A. - ADR
+0.41%
+$278.7 
ACWI iShares MSCI ACWI ETF
+0.41%
+$27,968 
BMY Bristol-Myers Squibb Company
+0.4%
+$22.5 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.35%
+$28,458 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$126,144 
TTE TotalEnergies SE
+0.32%
+$840 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$4,800 
XOM Exxon Mobil Corporation
+0.28%
+$7,872 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.24%
+$737.74 
PFE Pfizer Inc.
+0.15%
+$4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$387 
STNE StoneCo Ltd.
+0.09%
+$220.4 
IAU iShares Gold Trust
+0.09%
+$27,680.1 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$50 
AXIAPRC
0%
$0 
EBR Axia Energia S.A. Sponsored ADR Preferred
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
BAK Braskem S.A. - ADR
-4.18%
-$1,521.6 
MELI MercadoLibre, Inc.
-1.27%
-$32,517.6 
AMZN Amazon.com Inc
-1.23%
-$2,960 
SHEL Shell plc
-0.22%
-$950 
UGP Ultrapar Participacoes S.A. Sponsored ADR
-0.2%
-$467 
PBR-A Petróleo Brasileiro S.A. - Petrobras
-0.18%
-$4,627.8 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.09%
-$726.4 Events
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Dividends
Dividend Analysis
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| Trades 322 | Longs Won 234/322 72% | Profit Factor 8.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $933,126.49 | Best Trade (Jun 12) $16.62M | Sharpe Ratio -11.94 |
| Average Loss -$297,601.8 | Worst Trade (Dec 31) -$8.18M | Z-Score 4.02 (100%) |
| Commissions $0 | Avg. Trade Length 3y 3m 1w 5d | Expectancy $596,778.39 |
| 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 | 824 | 741 | 659 | 577 | 494 | 412 | 329 | 247 | 165 | 82 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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