Calls
3
Felipe Hirai
Sócio-fundador e co-CIO da Dhalia Capital
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 19
$691.66
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The best combination for 2026 is Brazilian equities that provide carry from high local interest rates alongside exposure to US growth. This mix of Brazil carry plus US growth is better than other investment alternatives.
Equity Indexes
Long
Jan 19
$80.77
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Commodity producers have outperformed commodity prices recently. A better way to get copper exposure may be buying a copper producer rather than stockpiling physical copper, because equities act as a more efficient way to hold exposure to scarcity.
Thematic ETFs
Long
Jan 19
$421.29
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Gold is increasingly driven by portfolio diversification, central-bank demand, and geopolitical/confidence concerns rather than purely economic models. After breaking away from model-justified levels, it can continue rising if global uncertainty persists, and it has no counterparty risk.
Commodities
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Felipe Hirai has 3 trade ideas tracked on Buzzberg across 9 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
