JD
Joe DaSilva Portfolio
Invests via SPRUCEGROVE INVESTMENT MANAGEMENT Ltd. | Managed by Joe DaSilva
Invests via SPRUCEGROVE INVESTMENT MANAGEMENT Ltd.
Managed by Joe DaSilva
Automatically Tracked
Joe DaSilva Profile
With extensive experience in corporate finance, Joe DaSilva has established himself as a key player in driving value creation across various industries. His professional journey encompasses significant roles within multinational organizations, where he demonstrated adeptness in mergers and acquisitions, financial restructuring, and strategic planning. Leveraging his deep understanding of capital markets dynamics, he excels at identifying growth opportunities while fostering collaborative environments among stakeholders. Through a commitment to operational excellence and an innovative mindset, he continues to influence business trajectories and enhance organizational performance.
With extensive experience in corporate finance, Joe DaSilva has established himself as a key player in driving value creation across various industries. His professional journey encompasses significant roles within multinational organizations, where he demonstrated adeptness in mergers and acquisitions, financial restructuring, and strategic planning. Leveraging his deep understanding of capital markets dynamics, he excels at identifying growth opportunities while fostering collaborative environments among stakeholders. Through a commitment to operational excellence and an innovative mindset, he continues to influence business trajectories and enhance organizational performance.
Investment Philosophy & Strategy
With a keen focus on transformation and value optimization, Joe DaSilva seeks to uncover unique investment opportunities across diverse sectors. His substantial background in corporate finance informs a proactive approach to identifying underperforming assets ripe for operational enhancement. By leveraging insights gained through leadership roles, he emphasizes strategic collaboration among stakeholders while maintaining flexibility in capital allocation. This dynamic mindset allows for rapid adjustments as market conditions evolve, positioning him favorably in competitive landscapes. Ultimately, the commitment to fostering growth enables impactful business results.
With a keen focus on transformation and value optimization, Joe DaSilva seeks to uncover unique investment opportunities across diverse sectors. His substantial background in corporate finance informs a proactive approach to identifying underperforming assets ripe for operational enhancement. By leveraging insights gained through leadership roles, he emphasizes strategic collaboration among stakeholders while maintaining flexibility in capital allocation. This dynamic mindset allows for rapid adjustments as market conditions evolve, positioning him favorably in competitive landscapes. Ultimately, the commitment to fostering growth enables impactful business results.
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:
42.74%
Gain +0.05%
Monthly
0.37%
Yearly
4.54%
Drawdown
16.58%
$6.28B
Equity
Holdings
$6.28B
Investment
$2.49B
$3.79B
Profit +$3.24M
Realized
-$0
Unrealized
$3.79B
Dividends
$1.36B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.05%
Profit
$3.24M
Win %
78%
This Week
Compared To Last Week
Gain
-1.48%
Profit
-$94.36M
Win %
78%
This Month
Compared to last month
Gain
0.83%
Profit
$51.66M
Win %
78%
This Year
Compared to last year
Gain
14.26%
Profit
$784.23M
Win %
78%
HAS Hasbro Inc.
+4.16%
+$6.7M 
MAT Mattel Inc.
+3.93%
+$1.12M 
MAS Masco Corporation
+3.87%
+$1.01M 
VFC V.F. Corporation
+3.79%
+$1.33M 
BMY Bristol-Myers Squibb Company
+3.75%
+$4.94M 
CX Cemex S.A.B. de C.V. Sponsored ADR
+3.31%
+$4.41M 
HOG Harley-Davidson Inc.
+3.1%
+$46,467.75 
MRK Merck & Co., Inc.
+2.33%
+$6.03M 
AIG American International Group Inc.
+2.25%
+$67,487.64 
JNJ Johnson & Johnson
+1.99%
+$923,948 
VZ Verizon Communications Inc.
+1.86%
+$475,010.34 
PFE Pfizer Inc.
+1.78%
+$786,766.65 
DIS The Walt Disney Company
+1.72%
+$3.03M 
MKL Markel Group Inc.
+1.65%
+$4.94M 
CCL Carnival Corporation Ltd.
+1.56%
+$180,032.62 
RYAAY Ryanair Holdings plc American Depositary Receipt
+1.34%
+$2.34M 
WAFD WaFd, Inc.
+1.31%
+$130,568 
WFC Wells Fargo & Company
+1.09%
+$958,986 
APD Air Products and Chemicals, Inc.
+0.92%
+$302,455.15 
MSFT Microsoft Corp.
+0.66%
+$4.6M 
BRK.B Berkshire Hathaway Inc.
+0.47%
+$2.92M 
GCI Gannett Co., Inc.
0%
$0 
NTZ Natuzzi S.p.A.
0%
$0 
SUP Superior Industries International, Inc.
0%
$0 SGP
SGP
0%
$0 TMX
TMX
0%
$0 LIZ
LIZ
0%
$0 TLAB
TLAB
0%
$0 MOLX
MOLXA
0%
$0 BMS
BMS
0%
$0 IFSI
IFSIA
0%
$0 CEMJ
CEMJQ
0%
$0 KDN
KDN
0%
$0 SYNT
SYNT
0%
$0 ALOG
ALOG
0%
$0 ODP
ODP
0%
$0 HPQ
HPQ
0%
$0 MRBK
MRBK
0%
$0 OLG
OLG
0%
$0 CBE
CBE
0%
$0 KEM
KEM
0%
$0 
TER Teradyne, Inc.
-5.56%
-$6.17M 
AMAT Applied Materials, Inc.
-4.45%
-$15.26M 
INTC Intel Corporation
-4.23%
-$1.12M 
TDW Tidewater Inc.
-3.19%
-$96,897.59 
HUBB Hubbell Inc.
-2.27%
-$5.67M 
SKM SK Telecom Co., Ltd.
-2.26%
-$3.41M 
CALY BlackRock Short-Term California Muni Bond ETF
-2.17%
-$219,390 
LEG Leggett & Platt, Inc.
-1.29%
-$268,020 
SXI Standex International Corporation
-1.13%
-$199,276 
STM STMicroelectronics N.V.
-1.11%
-$4.65M 
PBR Petrobras S.A. Sponsored ADR
-1.04%
-$4.2M 
EMR Emerson Electric Co.
-0.64%
-$665,072.29 
GVA Granite Construction Incorporated
-0.56%
-$575,789.4 
JPM JPMorgan Chase & Co.
-0.47%
-$1.05M 
C Citigroup Inc.
-0.42%
-$55,171.38 
RRX Regal Rexnord Corporation
-0.36%
-$482,419.5 
BWA BorgWarner Inc.
-0.36%
-$249,629.18 
HON Honeywell International Inc.
-0.22%
-$44,982.43 
CR Crane NXT Co.
-0.01%
-$20,197.1 Events
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Dividends
Dividend Analysis
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No Data
| Trades 60 | Longs Won 32/60 53% | Profit Factor 13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $132.31M |
| Average Win $128.25M | Best Trade (Oct 14) $673.3M | Sharpe Ratio -71.9 |
| Average Loss -$11.28M | Worst Trade (Oct 14) -$133.85M | Z-Score 0.43 (33.08%) |
| Commissions $0 | Avg. Trade Length 20y 9m 3w 2d | Expectancy $63.14M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.89% |
| Consecutive Losing Trades | 557 | 501 | 446 | 390 | 334 | 279 | 223 | 167 | 111 | 56 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AIG American International Group Inc. | 38,786 | $46.84M | $3.07M | - | -$43.77M | -93.44% | +2.247% |
| ALOG ALOG | 374,250 | $17.92M | $17.92M | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 767,850 | $13.78M | $327.68M | - | $313.9M | 2,278.28% | -4.451% |
| APD Air Products and Chemicals, Inc. | 112,856.4 | $6.09M | $33.32M | - | $27.23M | 446.98% | +0.916% |
| BMS BMS | 1.19M | $33.24M | $33.24M | - | - | - | 0.0 |
| BMY Bristol-Myers Squibb Company | 2.22M | $51.12M | $136.82M | - | $85.7M | 167.63% | +3.745% |
| BRK.B Berkshire Hathaway Inc. | 1.17M | $68.69M | $617.96M | - | $549.27M | 799.6% | +0.475% |
| BWA BorgWarner Inc. | 1.19M | $15.87M | $69.29M | - | $53.42M | 336.73% | -0.359% |
| C Citigroup Inc. | 106,098.8 | $51.49M | $12.92M | - | -$38.58M | -74.91% | -0.425% |
| CALY BlackRock Short-Term California Muni Bond ETF | 731,300 | $10.12M | $9.9M | - | -$220,198.01 | -2.18% | -2.168% |
| CBE CBE | 77,630 | $5.67M | $5.67M | - | - | - | 0.0 |
| CCL Carnival Corporation Ltd. | 444,525 | $23.77M | $11.72M | - | -$12.05M | -50.68% | +1.559% |
| CEMJ CEMJQ | 12,893 | $165,000 | $165,000 | - | - | - | 0.0 |
| CR Crane NXT Co. | 827,750 | $29.2M | $168.82M | - | $139.62M | 478.24% | -0.012% |
| CX Cemex S.A.B. de C.V. Sponsored ADR | 13.99M | $266.99M | $137.55M | - | -$129.44M | -48.48% | +3.309% |
| DIS The Walt Disney Company | 1.61M | $38.15M | $178.94M | - | $140.79M | 368.99% | +1.72% |
| EMR Emerson Electric Co. | 645,700 | $24.12M | $103.34M | - | $79.23M | 328.51% | -0.639% |
| GCI Gannett Co., Inc. | 863,900 | $52.33M | $52.33M | - | - | - | 0.0 |
| GVA Granite Construction Incorporated | 959,649 | $34.46M | $102.81M | - | $68.34M | 198.3% | -0.557% |
| HAS Hasbro Inc. | 1.69M | $34.07M | $167.85M | - | $133.78M | 392.71% | +4.159% |
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FAQ
Which stocks have generated the highest profits for Joe DaSilva?
The largest contributions to the portfolio's profits come from the following stocks: Petrobras S.A. Sponsored ADR - $331.45M, SK Telecom Co., Ltd - $170.21M, Bristol-Myers Squibb Company - $77.69M, Merck & Co., Inc - $72.87M, and Hasbro Inc - $66.19M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Joe DaSilva's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.36B earned over time. The largest contributors to dividend income include Petrobras S.A. Sponsored ADR - $331.45M, SK Telecom Co., Ltd - $170.21M, Bristol-Myers Squibb Company - $77.69M, Merck & Co., Inc - $72.87M, and Hasbro Inc - $66.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joe DaSilva's monthly returns?
Joe DaSilva'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 Joe DaSilva's strategy be considered aggressive or moderate?
Joe DaSilva'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 Joe DaSilva's strategy?
Joe DaSilva'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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