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Carteira Recomendada
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Carta aos Leitores
Carregando
Relatórios
Carteira Recomendada
Principais Destaques
Gráficos
Carta aos Leitores
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
01/05 a 15/05
Divulgação
15/05/2024
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.
American Fiction – Amazon Prime Video
Estou sem palavras!
Rapaz, que filmaço!
Daqueles que dá vontade de ir atrás do livro. O filme é uma adaptação do romance "Erasure" de Percival Everett, publicado em 2001.
O que deixa tudo muito mais incrível, porque a obra parece ser mais atual hoje do que na época em que foi escrita.
Um escritor com a vida atribulada tem muitas dificuldades de vender sua próxima obra, por conta da “abaixada de nível” ocorrida no mercado.
De palhaçada, ele faz um rascunho de uma coisa horrorosa, que acaba por fazer um sucesso inesperado.
A obra é recheada de crítica social e tem diálogos riquíssimos.
Possivelmente o melhor filme que vi nos últimos anos!!
Prestigie o autor, se puder! Ele merece!!
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.
Surf´s Up
Surf´s up é uma expressão interessante, com várias conotações.
Além de ser o nome de uma animação infantil, a expressão, de maneira mais literal, alude às boas condições para se pegar onda.
Estou quase certo de que o contexto se aplica primordialmente àqueles que surfam, não imagino alguns adolescentes a caminho do mar pra pegar um “jacaré” usando esse tipo de terminologia.
Já de maneira figurada, podemos usar como uma expressão de empolgação. O governo demite mais um presidente da Petrobras e o especulador inicia o pregão animado: aí, galera, Surf´s up nessas puts aqui!!
Ou então o meu único fã americano chama a esposa para ler uma crônica minha qualquer depois de ficar empolgado com o 1º parágrafo. “Come here! Surf´s up! It´s gonna be a great one!!”
Surf´s up também é uma música de um grande compositor, é quase uma ópera rock.
E eu prometo que esse foi o último detalhe impertinente que eu trouxe por aqui. Estou jurando com os pés juntos, e fazendo aquele gestinho de entrelaçar os dedos que as crianças faziam na década de 80.
Pode crer! Eu falei, tá falado!!
Pois bem, vamos agora olhar a estória de Valter. Valtinho, para os íntimos. O narrador onisciente, no caso, pertence a esse grupo.
Valtinho foi um bebê normal; chorava quando estava com fome, chorava quando estava com dor e fazia xixi na cara do pai sempre que o mesmo tirava sua fralda sem prestar atenção.
Por volta de 3 anos, seus pais começaram a perceber uma empolgação acima do normal quando iam para a praia.
Eles moravam perto do Guarujá, de forma que em 35 minutos de carro já estavam pisando na areia. Ou em 2 horas, caso saíssem de casa num final de semana com sol.
O garoto apontava pro mar e em menos de 3 segundos partia em direção à água.
Era preciso muita atenção dos pais para que as ondas não ficassem brincando de ioiô com Valtinho.
Já com 12 anos, surfar era sua atividade preferida.
Fazendo sol, chuva ou ventando notas de banco imobiliário, já estava Valter com uma prancha de surf no braço pegando ônibus até a praia.
Seus pais ficavam muito preocupados com a vida profissional do jovem, visto que a carreira de um instrutor de surf pode ser limitada em termos de longevidade.
Eles queriam que Valter estudasse e fizeram um acordo com o adolescente: praia só com notas altas!
E não era só isso! Era preciso que o jovem tentasse a faculdade de engenharia, mesma carreira do pai.
Engenharia era uma carreira que deixava os pais orgulhosos naquela época. Mas sabiam eles que hoje em dia o Uber ameaça encerrar as operações no Brasil, o que deixaria ao menos 500 mil engenheiros sem emprego no Brasil.
O acordo funcionava. Para poder pegar onda, Valter acordava cedo, ia pra praia e depois tinha que se atirar nos livros – até mesmo porque estudava em escola pública e naquele tempo não havia sistema de cotas.
A rotina acabou fazendo com que Valtinho praticamente não assistisse TV, o que acabou – surpreendendo um total de 0 pessoas - deixando o garoto mais inteligente.
O problema era que Valter era responsável nos estudos, mas nem tanto na praia. O mar acelerava suas endorfinas, e ele queria sempre mais!
As ondas paulistanas não eram suficientes para ele, que fez planos de viajar para o Hawai.
E não era “qualquer Hawai”, não.
Valter queria as ondas de Waimea Bay. E tinha que ser no inverno, onde elas ficaram bem maiores.
Todos os amigos desaconselharam o garoto.
Os familiares também.
Os inimigos também, por que ninguém merece um inimigo que quer que você se machuque.
Valtinho, no entanto, só ouvia o que queria. O que no caso, seriam as vozes da cabeça dele, já que ninguém estava lhe dando força.
Sua mãe teve crises de choro e falou sobre proibição pela 1ª vez naquela casa. Seu pai se recolheu ao seu quarto, de forma a não mais olhar para a cara do garoto.
Um dia o jovem fez as malas de madrugada, pegou sua prancha e foi embora.
Tinha economizado uma grana, o suficiente para comprar a passagem de ida e de volta.
Chegando na praia, ele ficou de queixo caído.
Era muito mais aterrorizante do que ele imaginava!
Chegou até a ficar com medo. Mas acabou deixando esse sentimento pra lá, visto que não faria sentido esse perrengue todo pra chegar ao exterior e voltar correndo pra casa.
Ao entrar na água, a prudência acabou falando mais alto. Ele escolheu uma das menores ondas.
Foi bem demais!! Deu uma rápida desequilibrada, mas se firmou e navegou uma de mais de 4 metros. Pegou o tubo e sentiu a água respingando - e a consequente sensação de liberdade.
Repetiu a operação com outras duas do mesmo tamanho e pegou confiança.
Logo em seguida formou-se uma onda com uns 12 metros.
Ele sabia que tinha que deixar passar, mas a adrenalina chegou forte. “Já estou preparado”, pensou.
Mal tinha entrado na onda, Valtinho tentou uma manobra errada e o mar levou todo o seu peso, sem antes girar completamente o corpo no seu joelho direito.
A dor foi insuportável. Até sair da água foi bem difícil.
De muletas, ele conseguiu voltar até o Brasil.
Seu diagnóstico veio logo: havia rompido o ligamento cruzado anterior, o ligamento lateral, o menisco, a rótula, e outras coisas das quais ele não fazia a menor ideia que estavam ali dentro do seu joelho.
O médico foi sincero: “você nunca mais poderá surfar!”
Desgostoso com a vida, largou a faculdade e levou 2 anos pra arrumar a cabeça.
Ele acabou por mancar a vida inteira. Em casa sempre havia uma muleta por perto.
Resignado, arranjou emprego num parque aquático, onde tinha prazer em ver os outros se divertindo com a água.
Valtinho não tinha a menor condição de enfrentar um mar daqueles, mas mesmo assim foi em frente. Poderia ter sido bem pior para Valtinho. Ele mesmo sabe disso - e o narrador também.
Não tava a fim de escrever um final triste dessa vez. Não reclame. O narrador onisciente aqui sou eu, e é isso que temos pra hoje.
No mercado financeiro isso é bem comum.
Novatos fazem alavancagem muito além do que seus bolsos permitem, e se dão muito mal. Muitas vezes, perdem tudo e ainda irão carregar uma boa dívida com a corretora.
Não faça o mesmo que Valter! Não mexa com o que não conhece!
Ainda quero ver você pegar onda na B3 por muitos anos!
Carteira Recomendada
Data de Entrada | Fundo | Setor | Cotação | Valor Médio | Peso Atual | Recomendação | ||||
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Disclaimer
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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.
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.
Empresa em Foco
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.
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.
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.
Ação
SUZB3
Papel e Celulose
R$ 50,54
Ação
RECV3
Petróleo e Gás
R$ 21,47
Ação
SAPR11
Saneamento
R$ 28,10
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ALOS3
Shoppings
R$ 22,13
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MDNE3
Construção
R$ 12,25
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CSUD3
Software
R$ 18,33
Ação
GUAR3
Vestuario
R$ 7,74
Ação
BBAS3
Bancos
R$ 27,65
Ação
BBDC3
Bancos
R$ 11,93
Ação
BRSR6
Bancos
R$ 11,31
Ação
EVEN3
Construção
R$ 7,94
Ação
PETR4
Petróleo e Gás
R$ 38,40