In June, the wallet had a return of 1.3% against. 1.3% of the Ibovespa index; Check out the actions chosen by XP. (istock.com/andrzej rostek)
THE XP Investments chose 11 actions to profit from dividends in July. In the wallet, the house recommends roles that offer continuous profit distribution perspective to shareholders and management quality. In June, the wallet had a return of 1.3% against. 1.3% of the index Ibovespa.
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Compared to June, analysts reduced the weight of Itaú Unibanco (Itub4) from 15% to 12.5%, as well as for OK (Voucher3), from 12.5% to 10%, and Petrobras (Petr4), from 12.5% to 10%.
XP also increased its weight to Vivo (VIVT3) from 10% to 12.5%, in addition to including SANTANDER BRAZIL (Sanb11), in 5%.
“For Itaú, after an appreciation of almost 40% in 2025, we decided to reduce the exposure slightly, despite the solid numbers in the 1T25. The inclusion of Santander is based on conservatism in the origination in parallel with the origination of profitable credit lines, improvement of the financial margin and the efficiency index. Great domain in the post paid market and revenue growth, ”said Fernando Ferreira and Felipe Veiga.
For Vale, analysts reflect less optimism in relation to the structural prices of iron ore in the face of weakened demand in China, mainly driven by the real estate sector.
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Petrobras, on the other hand, is a choice to reduce exposure to the oil & gas industry, while increasing exposure to more domestic and cyclic names.
XP choices to profit from dividends
| Enterprise | Ticker | Weight | Dividend yield |
|---|---|---|---|
| B3 | B3SA3 | 5% | 6.60% |
| CEMIG | CMIG4 | 10% | 8% |
| Copel | CPLO6 | 12.50% | 2.70% |
| BOX SECURITY | Cxse3 | 5% | 8.90% |
| Eletrobras | ELET3 | 10% | 3.60% |
| Energy | Eng11 | 7.50% | 4.40% |
| Itaú Unibanco | Itub4 | 12.50% | 8.70% |
| Petrobras | Petr4 | 10% | 13.50% |
| Santander | Sanb11 | 5% | 7.90% |
| OK | Voucher3 | 10% | 6.80% |
| Alive | VIVT3 | 12.50% | 6.90% |
Source: Moneytimes
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