17
Relatório Quinzenal
Período
30/07 a 13/08
Divulgação
14/08/2024
Este material destina-se única e exclusivamente aos assinantes do DesmistificandoFII
Research independente de fundos imobiliários mais antigo do Brasil
Rodrigo Costa Medeiros
Analista de Valores Mobiliários
CNPI 1597
Eurico da Silva Rodrigues
Analista de Valores Mobiliários
CNPI 3385
Ações abordadas neste relatório
Carta aos Leitores
Ouvir
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.
Dear Evan Hansen - Netflix
Espetáculo!! Realmente desse eu gostei demais!
Dear Evan Hansen é um filme, adaptado de um musical da Broadway.
O roteiro foi escrito pelo autor da história original. Pra mim isso ajuda demais na congruência da história!
O ator principal, que também é o mesmo do teatro, é um monstrinho. No bom sentido. Atuação digna de alguns prêmios.
Outra coisa que achei legal aqui é o fato de que a história é muito boa. Poderia ter sido um filme normal, sem músicas, e ninguém ia achar o enredo sem pé nem cabeça, como acontece em 96% dos musicais.
Achei que falar especificamente sobre a sinopse aqui poderia entregar muito da surpresa da história. Assim sendo, imaginei ser melhor não dizer nada, te deixando desde o início descobrir tudo sozinho, como aconteceu comigo.
Muito bom!
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.
Quem tem gripe não medita
Manoel e Manuela trabalham juntos.
Eles não são irmãos!
Ou seja: ter quase o mesmo nome é uma coincidência enorme!
Os dois se deram bem desde o início. Talvez por causa do nome parecido.
Manoel sempre estava aprendendo algo de novo, ou lendo algum livro de desenvolvimento pessoal. Ninguém costumava achar interessante na repartição, mas Manuela, não.
Ela adorava! Achava muito legal o fato do colega tirar parte de seu tempo livre pra aprender coisas novas e prestava muita atenção nas reflexões.
Na baia adjacente ficava Alexandre. Alexandre às vezes parecia meio autista, mas nunca havia partido atrás de um diagnóstico.
Ele era maravilhado com cultura oriental, e dizia que sua vida havia mudado completamente depois que começou a meditar.
Alexandre se intrometia na conversa dos dois sem mais nem menos. Ele até queria ajudar, mas na maior parte das vezes não estava prestando muita atenção.
- Não tenho dormido muito bem ultimamente. Talvez seja a quantidade de tela que eu consumo, esse troço de rede social não faz bem - Manoel ponderou
- Com certeza! – Manoela respondeu – A gente perde muito tempo da nossa vida clicando no celular.
- Meditação ajuda muito nesse caso! – foi a vez de Alexandre participar.
- Pode ser, vou pensar a respeito. – agradeceu um sincero Manoel.
Os dias se passavam. A história não se repetia, mas de vez em quando rimava:
- Ando meio estressado. Talvez a solução seja tirar umas férias...
- Meditação! Ajuda muito nesse caso. – Interveio Alexandre novamente.
- Meu joelho anda doendo de novo. Será que condroitina funciona pra condromalácia patelar?
- Meditação!
- Meditação pro joelho, Alexandre?
- Com certeza! Mas não fique na posição de lótus, não, aí pode piorar.
- Putz, estou com uma gripe que não passa! Impressionante! Meu nariz tá todo entupido.
- Tá bebendo bastante água? – tentou ajudar Manoela
- Meditação! – atropelou Alex sem mesmo deixar o colega responder.
- Porralexandre!? Meditação?
- Sim, com certeza! – Inspire profundamente em 4 tempos, segure 2 e expire em 4 tempos.
- Você tava prestando atenção na conversa, Alex? – interviu, ainda calma, Manoela.
Manoel já tinha perdido a paciência
- “Meditação??” Com o dedo indicador, ele apontou para as narinas pra ver se o colega se tocava.
- É... Meditação ajuda nesse caso
Dessa vez Manoel se aproximou, jogou o rosto para trás e mostrou o nariz escorrendo pro colega.
Não adiantou:
- Meditação deu muito certo pra mim...
Manoela finalmente se aborrece e interrompe o colega:
- Quem tem gripe não medita, Alex!!!
Estou lançando uma campanha para tornar a expressão “quem tem gripe, não medita” consagrada no Brasil.
Veja bem: essas expressões velhas do tipo “Quem não morre não vê Deus”, “quem arrisca não petisca” já deram o que tinha que dar! Já deu!
Ir pra academia com uma pulseira escrito “no pain, no gain” está out! Seja em português ou em inglês.
Devaneei um pouco, caro leitor.
Foi mal. My bad.
A moral da história é que as pessoas acham que há fórmulas prontas para fazer as coisas.
O que funciona pra mim pode não funcionar pro Cicrano. Ou pro Beltrano.
Gente, não há fórmula pronta nem mesmo pra gente!
Algo que eu fiz há 1 ano e funcionou pra mim pode até não funcionar hoje.
No mercado financeiro vende-se essa ideia sempre. Infelizmente.
20, 30 ou 90% em renda variável pode funcionar pra determinado sujeito ou não.
Depende da sua idade, temperamento, perfil de risco e muitas outras variáveis.
Procure sempre, experimente e veja o que dá certo pra você.
Obs: Antes que a crônica acabe, gostaria de revisitar algo muito importante:
Eu prometo solenemente, aqui e agora, que vou me empenhar incansavelmente para popularizar a expressão “quem tem gripe, não medita!”.
Serei Obstinado! Relentless! Trabalharei para isso até cansar!
Ou ao menos até essa minha gripe passar.
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
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.
Conteúdo exclusivo para assinantes:
DesmistificandoFII e/ou Combo FII + Ações
Carteira Recomendada
| Data de Entrada | Fundo | Setor | Cotação | Valor Médio | Peso Atual | Recomendação | ||||
|---|---|---|---|---|---|---|---|---|---|---|
| Não há fundos cadastrados | ||||||||||
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