Calls
33
#723
Alpha Score 64.8
Gustavo Salomão
Sócio fundador da Norte Asset Management
Win Rate
39.4%
return
+5.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 11
$692.01
+10.2%
For a moderate R$100k investor with a 5-year horizon, he recommends a diversified portfolio: about 25-35% in equity long-short multimercado funds, citing Norte Equity Hedge; about 15-20% in good Brazilian equity funds/FOFs; about 25% in NTN-B 2035, preferring 2035 over 2050; and about 20-25% abroad via an S&P 500 ETF. High local real rates make NTN-B attractive, while diversified equity long-short and global S&P exposure add return and diversification.
Equity Indexes
Short
Feb 11
$78.88
-94.8%
He is not optimistic on the oil price itself due to supply-demand. If Iran-related geopolitics calms, oil should return to around 60, so his preference is to express oil through company-specific micro stories rather than outright oil.
Commodities
Long
Feb 11
$53.62
+17.9%
PRIO is a main large position and his preferred oil exposure. Although he is not bullish on the oil price, he likes PRIO's management, execution, acquisitions, Peregrino production growth, increasing output, and high cash yield. He would hold much more PRIO than Petrobras.
Other
Showing 3 of 33 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Gustavo Salomão has 33 trade ideas tracked on Buzzberg across 33 tickers since February 2026. Win rate 39% across 33 evaluated calls, average return +5.0%. Ranked #723 on the Buzzberg Alpha leaderboard. Most covered: META, NVDA, SPY.
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
