Equities
W Westmore
A company's reserves: bonds and fixed-income funds with some Brazilian and global shares, moving to shares from 2 November 2026.
Returns to 30 September 2026, the last month-end valuation, in reais, before personal tax · run under the company's own policy, not published · ° estimated month: a large deposit arrived on a day with no valuation · past performance is no guarantee of future results. How we measure →
Return
Westmore against the CDI
- W Westmore
- CDI
- Point at the chart for any month
W Westmore +9.68%CDI +9.23%Difference +0.45 pts
| Date | W Westmore, cumulative | CDI, cumulative |
|---|---|---|
| 31 Jan 2026 | 0.00% | 0.00% |
| 28 Feb 2026 | +1.10% | +1.00% |
| 31 Mar 2026 | +2.45% | +2.22% |
| 30 Apr 2026 | +3.67% | +3.34% |
| 31 May 2026 | +3.60% | +4.44% |
| 30 Jun 2026 | +1.99% | +5.61% |
| 31 Jul 2026 | +4.07% | +6.90% |
| 31 Aug 2026 | +3.33% | +8.07% |
| 21 Sep 2026 | +7.22% | +8.85% |
| 30 Sep 2026 | +9.68% | +9.23% |
Growth since 31 Jan 2026, in %, to 30 Sep 2026.
Month by month
Up in 5 of 8 months
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | CDI | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.10 | +1.33 | +1.20 | −0.07 | −1.55 | +2.03 | −0.70 | +6.15 | +9.68 | +9.23 |
2026+9.68% · CDI +9.23%
% per month. ° Estimated: a large deposit or withdrawal arrived on a day with no valuation, so the month counts it from the day it arrived.
Holdings · at 5 Oct 2026
What Westmore owns
By asset class
Largest holdings
- NTN-B May 2027inflation-linked Treasury bond20.90%
- Itaú Optimusfixed-income fund17.87%
- Meta Platforms (M1TA34)US share via BDR11.34%
- Leto Corporatecredit fund10.59%
- BTG Pactual (BPAC11)Brazilian share6.90%
Weights of Westmore's value at the latest valuation, 5 October 2026.
Risk
How much it swings
Too short for volatility and the Sharpe ratio: they need 12 monthly returns and arrive with the January 2027 figures if every month closes. Worst fall so far −1.62%, Apr 2026 → Jun 2026.
Distance below the previous high
Policy
The rules from 1 October 2026
Run under the company's own policy, which is not published, until it runs its mandate from 2 November 2026 (About). Measured exactly like the personal portfolios.