Since the beginning of the year, the wallet has accumulated high of 26%, generating alpha of 13.7 points compared to 12.3% of Ibovespa (Image: Reuters/Bruno Domingos)
In a team that is winning, do not move. THE Itaú BBA followed the formula and did not change its portfolio of dividends to May, after the portfolio fired 6% in April, against high of 3% of the Ibovespa.
The discharge could even be higher, were it not for Petrobras (Petr4), which plummeted 17%.
According to analysts, the bad performance of paper can be explained by a retreat from $ 74 to $ 61 of the price of the barrel of oil in the month, due to the prospects for lower global economic growth and the announcement of production increased commodity production for OPEC.
On the other side, the Directional (Dirr3) flew loudly. The company jumped 15% amid the good operational moment that the low -income construction sector lives and the favorable outlook for the company, given the improvements in the conditions of the program My house, my life.
Since the beginning of the year, the portfolio has accumulated high of 26%, generating alpha of 13.7 points compared to 12.3% of Ibovespa.
See the portfolio below.
Source: Moneytimes
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