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
+0.58
hit rate
50%
mean α
+0.43%
signals 14d
43
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 8 scored bets: 50% hit rate, +0.43% mean alpha, trader score +0.58. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @carteirafundos | · | Summarizes the week's largest Brazilian-stock gainers and losers, including a decline exceeding 40%. | · | tweet ↗ |
| 2026-08-27 | TOTS3 | @carteirafundos | +0.25 | Quantifies TOTS3 buybacks and observes the stock recovered above support without reaching a firm verdict. | · | tweet ↗ |
| 2026-08-26 | INBR32 | @carteirafundos | +0.05 | Notes a roughly 50% drawdown to prior interest levels while asking whether to reenter. | · | tweet ↗ |
| 2026-08-26 | VIVA3 | @carteirafundos | +0.65 | Buy VIVA3 near the current region using the chart-defined stop and target. — Explicitly presents a current-region purchase idea with defined stop and target. | · | tweet ↗ |
| 2026-08-25 | HAPV3 | @carteirafundos | +0.50 | Says a prior HAPV3 call was correct, relying on linked context. | · | tweet ↗ |
| 2026-08-25 | CSAN3 | @carteirafundos | +0.15 | Lists major asset managers' consolidated CSAN3 exposures and notes institutional concentration. | · | tweet ↗ |
| 2026-08-25 | SLCE3 | @carteirafundos | +0.05 | Notes SLCE3 turned positive for the year after whipsawing breakout traders. | · | tweet ↗ |
| 2026-08-25 | IBOV | @carteirafundos | +0.30 | Reports Ibovespa 200-day breadth reached an extreme 20% lower band, questioning whether a bottom formed. | · | tweet ↗ |
| 2026-08-25 | ITUB | @carteirafundos | +0.25 | Reports Zeno Equity's disclosed PAX and ITUB holdings, together representing 13.5% of AUM. | · | tweet ↗ |
| 2026-08-25 | PAX | @carteirafundos | +0.25 | Reports Zeno Equity's disclosed PAX and ITUB holdings, together representing 13.5% of AUM. | · | tweet ↗ |
| 2026-08-25 | · | @carteirafundos | · | Reports Brazil's first positive foreign flow after withdrawals, totaling R$1.8B on August 21. | · | tweet ↗ |
| 2026-08-24 | NU | @carteirafundos | +0.50 | Squadra increased NU to 24.5M shares, about 40% of offshore-fund AUM. | -3.1% | tweet ↗ |
| 2026-08-24 | HAPV3 | @carteirafundos | -0.25 | Squadra reduced HAPV3 exposure to 19.46M shares, equal to 3.87% of issued common shares. | · | tweet ↗ |
| 2026-08-22 | IBIT | @carteirafundos | -0.30 | Reports Verde Asset's Q2 2026 fund allocation increase in SLV and reduction in IBIT, with precious metals leading exposure. | +0.5% | tweet ↗ |
| 2026-08-22 | SLV | @carteirafundos | +0.50 | Reports Verde Asset's Q2 2026 fund allocation increase in SLV and reduction in IBIT, with precious metals leading exposure. | -4.3% | 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.