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
+0.07
hit rate
50%
mean α
+0.07%
signals 14d
14
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 12 scored bets: 50% hit rate, +0.07% mean alpha, trader score +0.07. Their last-14d mentions, direction-adjusted, have moved -10.7% since posting (mean over 1 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | VVEO3 | @carteirafundos | -0.20 | Reports Dynamo position fell from 2.7% of NAV at peak to under 0.3%. | · | tweet ↗ |
| 2026-06-25 | MSFT | @carteirafundos | -0.25 | Notes MSFT 36% drawdown, approaching support, and possible H&S formation. | +10.7% | tweet ↗ |
| 2026-06-25 | RAIL3 | @carteirafundos | +0.10 | Says RAIL3 returned to COVID pandemic lows and notes Guepardo conviction in the thesis. | · | tweet ↗ |
| 2026-06-24 | UKOIL | @carteirafundos | -0.15 | Brent gave back Q1 gains and met resistance on the quarterly chart. | · | tweet ↗ |
| 2026-06-24 | MGLU3 | @carteirafundos | -0.45 | Reports MGLU3 is down 51% in 2026 and trades near R$4.00. | · | tweet ↗ |
| 2026-06-24 | SLCE3 | @carteirafundos | -0.55 | Reports SLCE3 gave up 34% YTD gain, now negative with -32% drawdown and 21% free-float loaned. | · | tweet ↗ |
| 2026-06-23 | IRBR3 | @carteirafundos | +0.25 | Notes recent buybacks and a good manager watching IRBR3. | · | tweet ↗ |
| 2026-06-22 | FRAS3 | @carteirafundos | +0.05 | Reports Tarpon owns more than 21% of FRAS3, a concentrated fund position. | · | tweet ↗ |
| 2026-06-22 | SPCX | @carteirafundos | -0.25 | Says SpaceX token returned to lows after giving back IPO move. | · | tweet ↗ |
| 2026-06-22 | INBR32 | @carteirafundos | +0.25 | Squadra increased stake after decline and disclosed 32.8M shares, 10% of capital. | · | tweet ↗ |
| 2026-06-22 | MRVE3 | @carteirafundos | +0.15 | Says Real Investor initiated and increased MRVE3 position, asks about thesis. | · | tweet ↗ |
| 2026-06-22 | MRVE3 | @carteirafundos | +0.00 | Says 1,100 days after Atmos exited, MRVE3 trades below their exit price. | · | tweet ↗ |
| 2026-06-19 | · | @carteirafundos | · | Notes insurers stood out this week by segment performance. | · | tweet ↗ |
| 2026-06-19 | · | @carteirafundos | · | Mentions biggest weekly gainers and losers without tickers in text. | · | 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.