EHD
Edward Henrique de SA Portfolio
Invests via Milestones Administradora de Recursos Ltda. | Managed by Edward Henrique de Sá
Invests via Milestones Administradora de Recursos Ltda.
Managed by Edward Henrique de Sá
Automatically Tracked
Edward Henrique de SA Profile
Edward Henrique de SA is a distinguished entrepreneur with an impressive track record in building innovative solutions within the technology sector. His ventures have consistently disrupted traditional paradigms, particularly through the development of software platforms that enhance operational efficiency for businesses. Known for his strategic vision, he has led numerous projects from inception to market success, leveraging emerging technologies to address complex challenges faced by enterprises today. His deep understanding of digital transformation makes him a relevant figure in today's capital markets as businesses increasingly seek agile and forward-thinking partners for growth.
Edward Henrique de SA is a distinguished entrepreneur with an impressive track record in building innovative solutions within the technology sector. His ventures have consistently disrupted traditional paradigms, particularly through the development of software platforms that enhance operational efficiency for businesses. Known for his strategic vision, he has led numerous projects from inception to market success, leveraging emerging technologies to address complex challenges faced by enterprises today. His deep understanding of digital transformation makes him a relevant figure in today's capital markets as businesses increasingly seek agile and forward-thinking partners for growth.
Investment Philosophy & Strategy
The landscape of technological innovation presents ripe avenues for investment, and Edward Henrique de SA is strategically positioned to leverage these opportunities. His entrepreneurial journey emphasizes a strong commitment to exploring disruptive technologies that redefine efficiency in business operations. With a focus on developing platforms that respond to real-time challenges, he harnesses insights from industry trends to create value-adding solutions. This approach not only nurtures growth but also aligns with his passion for fostering companies that adapt swiftly to market demands. Emphasizing agility and foresight, his vision resonates with the evolving needs of modern enterprises seeking competitive advantage.
The landscape of technological innovation presents ripe avenues for investment, and Edward Henrique de SA is strategically positioned to leverage these opportunities. His entrepreneurial journey emphasizes a strong commitment to exploring disruptive technologies that redefine efficiency in business operations. With a focus on developing platforms that respond to real-time challenges, he harnesses insights from industry trends to create value-adding solutions. This approach not only nurtures growth but also aligns with his passion for fostering companies that adapt swiftly to market demands. Emphasizing agility and foresight, his vision resonates with the evolving needs of modern enterprises seeking competitive advantage.
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:
74.4%
Gain -1.44%
Monthly
0.93%
Yearly
11.74%
Drawdown
21.54%
$485.59M
Equity
Holdings
$485.59M
Investment
$416.47M
$127.28M
Profit -$4.47M
Realized
$58.15M
Unrealized
$69.13M
Dividends
$4.48M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.44%
Profit
-$4.47M
Win %
71%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$5.77M
Win %
71%
This Month
Compared to last month
Gain
-2.05%
Profit
-$10.18M
Win %
71%
This Year
Compared to last year
Gain
4.82%
Profit
$22.33M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$10.14M 
GOOGL Alphabet Inc
+6.73%
+$2.64M 
MSFT Microsoft Corp.
+3.02%
+$2.42M 
NVDA NVIDIA Corporation
+2.93%
+$60,520.36 
CVX Chevron Corporation
+2.35%
+$53,024.12 
TPG TPG Inc.
+2.25%
+$72,576 
GE General Electric Company
+1.42%
+$849,350.37 
COP ConocoPhillips
+1.22%
+$27,202.02 
WALD Waldencast plc
+1.17%
+$48,513.54 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,989.38 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WALDW Waldencast Acquisition Corp. Warrants
-13.33%
-$2,642.49 
LIN Linde plc
-5.95%
-$2.61M 
AMD Advanced Micro Devices, Inc.
-1.9%
-$314,705.84 
NU Nu Holdings Ltd.
-1.1%
-$504,658.24 
XOM Exxon Mobil Corporation
-0.97%
-$23,531.4 
MCO Moody's Corporation
-0.81%
-$119,597.43 
SPGI S&P Global Inc.
-0.74%
-$48,613.61 
DHR Danaher Corporation
-0.61%
-$163,968.91 
MELI MercadoLibre, Inc.
-0.41%
-$62,675.92 
V Visa Inc. Class A
-0.04%
-$15,786.53 Events
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Dividends
Dividend Analysis
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| Trades 219 | Longs Won 142/219 64% | Profit Factor 3.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.3M |
| Average Win $1.25M | Best Trade (Sep 04) $13.16M | Sharpe Ratio -9.46 |
| Average Loss -$659,683.59 | Worst Trade (Sep 14) -$17.38M | Z-Score -0.65 (48.23%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w | Expectancy $581,170.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 736 | 662 | 589 | 515 | 442 | 368 | 294 | 221 | 147 | 74 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMD Advanced Micro Devices, Inc. | 34,059 | $5.78M | $16.22M | - | $10.44M | 180.67% | -1.904% |
| AMZN Amazon.com Inc | 281,149 | $58.89M | $76.35M | - | $17.46M | 29.65% | +15.321% |
| BRK-B Berkshire Hathaway Inc. | 4,833 | $2.25M | $2.47M | - | $220,017.08 | 9.77% | +0.365% |
| COP ConocoPhillips | 18,760 | $1.95M | $2.26M | - | $309,914.8 | 15.89% | +1.218% |
| CVX Chevron Corporation | 11,731 | $2.18M | $2.31M | - | $129,158.19 | 5.93% | +2.35% |
| DHR Danaher Corporation | 137,789 | $26.71M | $26.87M | - | $151,459.37 | 0.57% | -0.607% |
| GE General Electric Company | 168,857 | $42.78M | $60.8M | - | $18.02M | 42.14% | +1.417% |
| GOOGL Alphabet Inc | 117,684 | $24.25M | $41.91M | - | $17.66M | 72.83% | +6.734% |
| LIN Linde plc | 86,282 | $40.82M | $41.28M | - | $457,429.9 | 1.12% | -5.949% |
| MCO Moody's Corporation | 30,824 | $14.11M | $14.75M | - | $635,627.09 | 4.5% | -0.805% |
| MELI MercadoLibre, Inc. | 8,056 | $17.19M | $15.13M | - | -$2.06M | -12% | -0.413% |
| MSFT Microsoft Corp. | 177,513 | $62.27M | $82.49M | - | $20.22M | 32.48% | +3.019% |
| NU Nu Holdings Ltd. | 3.15M | $43.09M | $45.2M | - | $2.1M | 4.88% | -1.104% |
| NVDA NVIDIA Corporation | 10,599 | $2.12M | $2.13M | - | $6,995.25 | 0.33% | +2.928% |
| SPGI S&P Global Inc. | 15,835 | $6.72M | $6.52M | - | -$195,719.12 | -2.91% | -0.74% |
| TPG TPG Inc. | 75,600 | $3.07M | $3.3M | - | $235,116 | 7.67% | +2.248% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 116,534 | $2.01M | $2.01M | - | - | - | 0.0 |
| V Visa Inc. Class A | 112,769 | $36.74M | $41.29M | - | $4.54M | 12.37% | -0.038% |
| WALD Waldencast plc | 2.43M | $21.17M | $4.2M | - | -$16.98M | -80.18% | +1.17% |
| WALDW Waldencast Acquisition Corp. Warrants | 440,415 | $256,802.56 | $17,176.19 | - | -$239,626.37 | -93.31% | -13.333% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Edward Henrique de SA?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $22.97M, Amazon.com Inc - $18.34M, Advanced Micro Devices, Inc - $7.93M, MercadoLibre, Inc - $4.51M, and General Electric Company - $3.52M. 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: Nike, Inc. - Class B - $1.76M, Elanco Animal Health Incorporated - $1.32M, Occidental Petroleum Corporation - $1.06M, International Flavors & Fragrances Inc - $928,969.16, and Canadian Pacific Kansas City Limited - $772,507.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Edward Henrique de SA's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.48M earned over time. The largest contributors to dividend income include Microsoft Corp - $1.65M, Chevron Corporation - $352,468.48, Linde plc - $343,781.86, Taiwan Semiconductor Manufacturing Company Limited - $323,160.48, and Alphabet Inc - $283,172.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Edward Henrique de SA's monthly returns?
Edward Henrique de SA's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Edward Henrique de SA's strategy be considered aggressive or moderate?
Edward Henrique de SA's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Edward Henrique de SA's strategy?
Edward Henrique de SA's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
