DML
Daniel Maia Lessa Bastos Portfolio
Invests via Investidor Profissional Gestao de Recursos Ltda. | Managed by Daniel Maia Lessa Bastos
Invests via Investidor Profissional Gestao de Recursos Ltda.
Managed by Daniel Maia Lessa Bastos
Automatically Tracked
Daniel Maia Lessa Bastos Profile
Daniel Maia Lessa Bastos is a prominent figure in the investment landscape, known for his multifaceted expertise and leadership within the private equity sector. His career reflects significant operational and entrepreneurial accomplishments, particularly in fostering innovative ventures that drive growth across emerging markets. By leveraging a wealth of experience in both startup environments and established firms, he plays a critical role as an investor-operator, adept at identifying unique market opportunities and facilitating strategic partnerships. Bastos has been influential in shaping business trajectories through tactical investments and insights that bridge traditional finance with contemporary entrepreneurial ecosystems.
Daniel Maia Lessa Bastos is a prominent figure in the investment landscape, known for his multifaceted expertise and leadership within the private equity sector. His career reflects significant operational and entrepreneurial accomplishments, particularly in fostering innovative ventures that drive growth across emerging markets. By leveraging a wealth of experience in both startup environments and established firms, he plays a critical role as an investor-operator, adept at identifying unique market opportunities and facilitating strategic partnerships. Bastos has been influential in shaping business trajectories through tactical investments and insights that bridge traditional finance with contemporary entrepreneurial ecosystems.
Investment Philosophy & Strategy
In today's dynamic investment environment, Daniel Maia Lessa Bastos exemplifies a proactive approach to identifying high-potential opportunities. His extensive background as both an entrepreneur and operational leader informs his strategic focus on value creation within innovative sectors. Emphasizing growth through collaboration, he prioritizes investments that align with emerging market trends and technological advancements. By fostering synergies between new ventures and established companies, he enhances competitive positioning while driving sustainable expansion. This unique blend of insight and experience empowers him to capitalize on disruptive trends effectively.
In today's dynamic investment environment, Daniel Maia Lessa Bastos exemplifies a proactive approach to identifying high-potential opportunities. His extensive background as both an entrepreneur and operational leader informs his strategic focus on value creation within innovative sectors. Emphasizing growth through collaboration, he prioritizes investments that align with emerging market trends and technological advancements. By fostering synergies between new ventures and established companies, he enhances competitive positioning while driving sustainable expansion. This unique blend of insight and experience empowers him to capitalize on disruptive trends effectively.
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:
48.35%
Gain -1.25%
Monthly
1%
Yearly
12.69%
Drawdown
30.87%
$160.43M
Equity
Holdings
$160.43M
Investment
$150.8M
$102.8M
Profit -$1.7M
Realized
$93.17M
Unrealized
$9.63M
Dividends
$8.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.25%
Profit
-$1.7M
Win %
68%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$935,894.27
Win %
68%
This Month
Compared to last month
Gain
3.63%
Profit
$5.62M
Win %
68%
This Year
Compared to last year
Gain
8.31%
Profit
$12.31M
Win %
64%
NVDA NVIDIA Corporation
+1.73%
+$6,554.24 
META Meta Platforms Inc Class A
+0.34%
+$67,302.13 
NU Nu Holdings Ltd.
+0.07%
+$2,098.75 
BRK-A Berkshire Hathaway Inc.
0%
-$0.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FICO Fair Isaac Corporation
-4.95%
-$479,035.92 
SPGI S&P Global Inc.
-3.25%
-$124,058.68 
TMO Thermo Fisher Scientific Inc.
-3.09%
-$64,398.75 
V Visa Inc. Class A
-1.48%
-$255,333.88 
MA Mastercard Incorporated
-1.38%
-$278,029.96 
MELI MercadoLibre, Inc.
-1.22%
-$131,910.83 
ACN Accenture plc Class A
-0.98%
-$20,621.24 
ABNB Airbnb, Inc.
-0.89%
-$25,806.76 
AMZN Amazon.com Inc
-0.81%
-$53,029.95 
BKNG Booking Holdings Inc.
-0.71%
-$117,280 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$25,870.1 
GOOGL Alphabet Inc
-0.62%
-$88,721.23 
MSFT Microsoft Corp.
-0.59%
-$98,575.98 
TDG TransDigm Group Inc.
-0.15%
-$11,939.07 
NFLX Netflix, Inc.
-0.13%
-$4,047.3 Events
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Dividends
Dividend Analysis
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| Trades 580 | Longs Won 337/580 58% | Profit Factor 1.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $652,428.51 | Best Trade (Sep 30) $12.41M | Sharpe Ratio -8.77 |
| Average Loss -$481,763.94 | Worst Trade (Mar 31) -$8.6M | Z-Score -5.62 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $177,240.98 |
| 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% | 0.05% | 2.7% |
| Consecutive Losing Trades | 333 | 300 | 266 | 233 | 200 | 167 | 133 | 100 | 67 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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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 Daniel Maia Lessa Bastos?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $28.55M, Berkshire Hathaway Inc - $24.06M, Charles Schwab Corporation - $15.75M, Meta Platforms Inc Class A - $12.74M, and MercadoLibre, Inc - $10.76M. 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: Xp Inc - $24.8M, Liberty Broadband Corporation - $13.64M, Anheuser-Busch InBev S.A. ADR - $5M, Amazon.com Inc - $4.85M, and Salesforce Inc - $3.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Maia Lessa Bastos's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.03M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $1.96M, Charles Schwab Corporation - $1.14M, Microsoft Corp - $633,805.31, Mastercard Incorporated - $586,125.2, and Bank of America Corporation - $520,743.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Maia Lessa Bastos's monthly returns?
Daniel Maia Lessa Bastos'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 Daniel Maia Lessa Bastos's strategy be considered aggressive or moderate?
Daniel Maia Lessa Bastos'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 Daniel Maia Lessa Bastos's strategy?
Daniel Maia Lessa Bastos'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.
