Author
@carteirafundos carteirafundos
grade Cx.com/carteirafundos ↗
Brazilian fund-flow aggregator tracking who buys what, with data and outcomes
Aggregates and publishes Brazilian (and some US) fund manage
trader score
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hit rate
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mean α
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signals 14d
70
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +4.3% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @carteirafundos | · | Compares 3,220 Ibovespa posts with index levels and tracks changing optimism and pessimism over 12 months. | · | tweet ↗ |
| 2026-10-16 | · | @carteirafundos | · | Reports strong foreign inflows into Brazil equities while institutions and individuals are net sellers. | · | tweet ↗ |
| 2026-10-15 | VALE3 | @carteirafundos | +0.00 | Charts the six-month evolution of optimism versus pessimism in posts about VALE3. | · | tweet ↗ |
| 2026-10-15 | VALE3 | @carteirafundos | -0.45 | Reports elevated pessimism in AI-classified VALE3 posts over the prior seven days. | · | tweet ↗ |
| 2026-10-15 | · | @carteirafundos | · | Reports an unnamed fund gained 32% since inception in August. | · | tweet ↗ |
| 2026-10-15 | VALE3 | @carteirafundos | -0.20 | Questions VALE3's 2026 buyback timing after spending over R$1 billion and seeing shares fall back near R$66. | · | tweet ↗ |
| 2026-10-15 | MGLU3 | @carteirafundos | -0.25 | Questions whether a fund's roughly 21% MGLU3 allocation can recover enough to justify the investment. | · | tweet ↗ |
| 2026-10-15 | · | @carteirafundos | · | Asks whether the 10-year Treasury yield will stop at a level last traded in 1920. | · | tweet ↗ |
| 2026-10-14 | TGMA3 | @carteirafundos | +0.60 | Recaps Tarpon's position increase and a subsequent gain of more than 67%. | · | tweet ↗ |
| 2026-10-14 | · | @carteirafundos | · | Reports that the Santa Fé Scorpius FIA fund rose more than 23% during the month. | · | tweet ↗ |
| 2026-10-14 | ROXO34 | @carteirafundos | +0.55 | Reports Santa Fé Aquarius buying Nubank again and ending August with about 2% of assets in it. | · | tweet ↗ |
| 2026-10-14 | · | @carteirafundos | · | Ranks three multimarket funds by 2026 performance through October 9. | · | tweet ↗ |
| 2026-10-14 | INBR32 | @carteirafundos | +0.50 | Reports a strong monthly-support rebound after three months of consolidation and a 35% October gain. | · | tweet ↗ |
| 2026-10-13 | · | @carteirafundos | · | Lists BlackRock's disclosed significant stakes across numerous Brazilian equities. | · | tweet ↗ |
| 2026-10-13 | IRBR3 | @carteirafundos | +0.30 | Reports two managers buying IRBR3 since 2025 and increasing their positions. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.