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O DesmistificandoFII foi criado em dezembro de 2015 e é o Research exclusivo de FIIs mais antigo do mercado. Em 2022 foi lançado também nosso relatório de Ações. Além produzir os cursos mais completos do segmento.
DesmistificandoFII © 2022 - Todos os direitos reservados.
RCM CONSULTORIA FINANCEIRA - LTDA, CNPJ: 34.961.595/0001-63
Retornos passados não são garantias de retornos futuros e o investimento na bolsa de valores gera riscos de perdas financeiras.
Período
28/05 a 11/06
Divulgação
11/06/2025
Este material destina-se única e exclusivamente aos assinantes do DesmistificandoFII
Research independente de fundos imobiliários mais antigo do Brasil
Analista de Valores Mobiliários
CNPI 6717
Analista de Valores Mobiliários
CNPI 8684
Carta aos Leitores
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Recomendação Cultural
Somos da opinião de que cultura é fundamental para o desenvolvimento do ser humano. E isso acaba fazendo de você um investidor melhor, tenha o assunto a ver com finanças ou não. Assim sendo, gostaríamos de oferecer uma indicação quinzenal da qual gostamos e achamos que seria útil.
A Cura de Schopenhauer - Irvin D. Yalom
Bom livro! Irvin Yalom, psiquiatra que só começou a escrever depois da 3ª idade, mostra um texto muito envolvente.
Misturando ficção com realidade, nos dá nuances do que seria uma terapia de grupo enquanto conta detalhes da fascinante vida do filósofo Arthur Schopenhauer.
A leitura é muito fluida, com boa tradução para o português.
O livro não é pequeno, mas o tempo passa bem rápido aqui.
Gostei bastante!
Recomendo!
Crônicas de Mercado
Periodicamente procuraremos trazer textos (crônicas) para nossos assinantes com o objetivo de levar a uma reflexão mais profunda sobre o mundo dos investimentos, assemelhando-o a nossa vida cotidiana, afinal, investir sempre fará parte da nossa vida cotidiana. Denominamos esses textos como “Crônicas de mercado”, e cada um deles virá com um tema diferenciado.
A culpa é minha e eu coloco em quem eu quiser
Levantou da cama num sobressalto. Nem escovou os dentes. Correu pra cozinha e começou a preparar o café. Começou um diálogo com a esposa, ignorando o fato de que ainda estava com BTL (bafo de tigre louco):
- Acredita que eu tou 2 horas atrasado pro trabalho já?
- Putz... O que houve?
- O despertador não tocou!
- Olha... sem querer ser chata... deu pra ouvir ele tocando, eu tava no banheiro.
- Tocou muito baixo então!!
Estamos aqui com o famoso atacante Marinho Bala Jr, destaque do time esse ano:
- Marinho, nesse jogo as coisas não deram certo, não é?
- Não, a gente se preparou muito forte essa semana, mas graças a Deus... quer dizer, apesar de Deus, o resultado hoje não veio.
- Marinho, e naquele lance que você recebeu dentro da pequena área e isolou a bola? Você não foi feliz ali, né?
- Não, ali o que aconteceu foi que a bola bateu ali num montinho artilheiro, aí desviou na hora que eu fui chutar.
- Mas Marinho, a grama hoje era sintética!
- Tem razão, era sim. (tempo) Agora lembrei! Essa bola era uma que tava um pouco murcha, acabou atrapalhando o chute.
O casal estava engajado em atividades procriatórias. O objetivo, no entanto, era o mais recreativo possível.
No meio do rala e rola, o homem não foi capaz de performar, ficando impotente para dar continuidade ao ato.
A esposa não falou nada dessa vez. Mas olhou para o marido na esperança de começar um diálogo.
Ele preferiu iniciar ele mesmo:
- Mas também, todo mês você engorda uns 2 quilos, né?
Mariana estava trabalhando em casa. Famoso home-office. E ela estava muito orgulhosa! No entanto, acabava rolando uma distração inesperada vez ou outra.
Mariana sentiu cheiro de queimado. Feijão queimado, na verdade. Seu nariz era muito bom. Já tinha matado a charada antes mesmo de chegar até a boca do fogão, rapidamente desligado.
Não deu tempo de muita coisa. Aquelas leguminosas morreram em vão, nem os cachorros iam topar comer.
Foi interpelar a diarista, que limpava o banheiro da suíte ouvindo música em seu fone de ouvido.
- Lourdes! O feijão queimou de novo, menina!
- Ah, dona “Ma”, esse fogão novo que a senhora comprou é ruim, né? A boca dele é muito forte.
- Mas já tem mais de 2 meses que a gente trocou de fogão!
- Ah, mas a boca é muito forte mesmo!
Acabou a luz do apartamento. A esposa foi olhar o tempo lá fora, pra ver se estava chovendo. Naquela região ali às vezes a luz caía com chuvas fortes.
Não tinha chuva nenhuma. Ela passou a olhar os vizinhos na região. Aparentemente, todos estavam com a eletricidade normal. Um pensamento preocupante lhe passou na mente; dirigiu-se ao marido:
- Rogério, você pagou a conta de luz esse mês?
- Ué... paguei, sim.
- Eu lembrei você no dia em que eu paguei a internet, não foi?
- Isso. E eu abri o desktop e paguei.
- Que vacilo da Cemig, hein?
- Sacanagem...
A esposa, pró-ativa, já ligou pra empresa pra reclamar. A distribuidora mineira informou que não constava no sistema o pagamento.
- Rogério, tão dizendo que a gente não pagou. Me dá o print do pagamento pra mandar pros caras.
- Ué, como eu vou acessar sem internet?
- No 4G do celular, Rogério.
- Ah, é verdade. Peraí...
Após 2 minutos conferindo o extrato de 2 bancos, o marido, sem graça, confessou o crime:
- Ih... Parece que eu não paguei.
- Rogério ?!
- Não foi culpa minha! Certamente você deve ter me interrompido pra falar alguma coisa na hora em que eu ia pagar!
A menina estava com a cara triste, sentada com o rosto apoiada sobre a mão. Quase chorosa. Os coleguinhas já tinham ido embora há muito. Com ela, apenas uma funcionária da escola.
Finalmente, a mãe chegou, cerca de 30 minutos atrasada.
- Atrasei hoje, né?
- Você acha, mãe? – respondeu a criança, já treinada na arte do sarcasmo.
- Desculpe, filha. Não foi culpa minha. O trânsito estava terrível, demorei 1 hora pra voltar do centro.
- Mas mãe: hoje é sexta-feira. Você mesmo fala que na sexta esse caminho demora muito.
- É, filha, mas na hora em que eu chamei o elevador ele levou um tempão pra chegar! Tinha alguém prendendo!!
As pessoas não gostam de admitir responsabilidade pelas coisas, e isso faz com que sua vida fique muito mais difícil.
O maior adversário do ser humano é ele mesmo.
No mercado financeiro também é assim. Queremos o mérito em caso de alta, mas quando a ação cai muito a culpa é do vizinho, do assessor ou do influencer.
Não caia na armadilha do viés de atribuição!
Assuma seus vacilos e aprenda com eles!
Seu eu do futuro, em férias no Caribe, agradece.
Carteira Recomendada
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Disclaimer
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
O que comprar
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Bolsa e Ações da Carteira
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Carteira Recomendada
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
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