THE ADVNFN put together a collection of all the recommended wallets of BD extension in January 2023 available. In all, we have registered eleven brokers, banks and analyst houses.
References:
In December, the Ibovespa index fell by -2.45%.
The dividend index (IDIV) fell by 1.61%.
The Small Caps Index (SMLL) fell -3.01%.
The Real Estate Funds Index (IFIX) remained stable at 0.0%.
The BDRs index (BDRX) recorded a negative performance of -4.22%.
____________________________________________
In 2022, the Ibovespa index increased by 4.69%.
The dividend index (IDIV) increased by 12.65%.
The Small Caps Index (SMLL) fell -15.06%.
The Real Estate Funds Index (IFIX) changed by +2.23%.
The BDRs index (BDRX) recorded a negative performance of -28.05%.
NOW
Global Best Portfolio – January
Agora’s BDR portfolio remains unchanged for January.
| Companies | Weight |
| Chevrons (CHVX34) | 10% |
| Alphabet (GOGL34) | 10% |
| Mondelez (MDLZ34) | 10% |
| Free Market (MELI34) | 10% |
| iShares S&P 500 (IVVB11) | 10% |
| ASML (ASML34) | 10% |
| Johnson & Johnson (JNJB34) | 10% |
| JPMorgan Chase (JPMC34) | 10% |
| Coke (COCA34) | 10% |
| Walmart (WALM34) | 10% |
INTERNATIONAL BANK
BDR Portfolio – January
Banco Inter’s BDR portfolio fell 3.1% in December.
Positive closures: Procter & Gamble (3.84%), Coca-Cola (3.48%) and Merck (2.39%).
Negative highlights: Goldman Sachs (-10.07%), First Solar (-9.20%) and CVS (-6.65%).
The portfolio returned -10.7% for the year.
Action included: Johnson & Johnson (JNJB34)
Action excluding: CVS (CVSH34)
| Companies | Weight |
| Coke (COCA34) | 10.0% |
| Walmart (WALM34) | 9.5% |
| Johnson & Johnson (JNJB34) | 10.5% |
| Early Solar (FSLR34) | 9.5% |
| JPMorgan Chase (JPMC34) | 10.5% |
| Goldman Sachs (GSGI34) | 10.5% |
| Merck (MRCK34) | 9.5% |
| Microsoft (MSFT34) | 10.0% |
| ConocoPhillips (COPH34) | 10.5% |
| Procter & Gamble (PGCO34) | 9.5% |
BB INVESTMENTS
Between 14 November and 14 December 2022, the BB BDR Portfolio recorded a change of -3.82%.
The portfolio recorded a variation of -25.1% over the 12 months.
Actions included: Tal Education Group (T1AL34), BioNTech (B1NT34) and New Oriental Education & Tech (E1DU34)
Actions excluded: Qualcomm (QCOM34), Carnival (C1CL34), Comcast (CMCS34) and Mercado Libre (MELI34),
| Companies | Weight |
| tal training group (T1AL34) | 14.3% |
| BioNTech (B1NT34) | 14.3% |
| New Eastern Education and Technology (E1DU34) | 14.3% |
| Modern (M1RN34) | 14.3% |
| NVIDIA (NVDC34) | 14.3% |
| Pfizer (PFIZ34) | 14.3% |
| Netflix (NFLX34) | 14.3% |
PACTUAL BTG
In December, BTG Pactual’s BDR portfolio recorded a negative performance of -5.43%.
Positive closing: Deere (2.82%) and Ulta Beauty (1.29%).
Negative highlights: Lululemon (-14.38%), Goldman Sachs (-10.07%), Occidental Petroleum (-9.61%) and Valero (-7.87%).
The portfolio recorded a decline of -21.0% in the cumulative 2022.
Actions included: Coca-Cola (COCA34), Freeport-McMoRan (FCXO34) and Aura Minerals (AURA33)
Actions excluded: Goldman Sachs (GSGI34), Valero (VLOE34) and Lulumelon (L1UL34)
| Companies | Weight |
| Coke (COCA34) | 10% |
| Freeport-McMoRan (FCXO34) | 10% |
| Aura Minerals (AURA33) | 10% |
| JPMorgan Chase (JPMC34) | 10% |
| Deere (DEEC34) | 10% |
| Ultimate Beauty (U1LT34) | 10% |
| Visa (VISA34) | 10% |
| Western Oil (OXYP34) | 10% |
| Alphabet (GOGL34) | 10% |
| Microsoft (MSFT34) | 10% |
BRILLIANT
BDR 5+
Genial’s BDR 5+ portfolio was up 0.23% in December.
In 2022 the portfolio recorded a return of -43.69%.
Action included: Free Market (MELI34)
Action removed: McDonald’s (MCDC34)
| Companies | Weight |
| Free Market (MELI34) | 20% |
| Coke (COCA34) | 20% |
| Chevrons (CHVX34) | 20% |
| Johnson & Johnson (JNJB34) | 20% |
| Berkshire Hathaway (BERK34) | 20% |
GUIDE
Guide’s BDR portfolio fell -2.8% in December.
Positive highlights: Nike (11.4%) and Rio Tinto (6.4%).
Negative highlights: GM (-16.9%), Apple (-10.6%) and Disney (-9.8%).
In 12 months the portfolio fell by -23.2%.
The portfolio remains unchanged for January.
| Agency | Weight |
| Disney (DISB34) | 10% |
| Walmart (WALM34) | 10% |
| Nike (NIKE34) | 10% |
| Apple (AAPL34) | 10% |
| Chevrons (CHVX34) | 10% |
| General Motors (GMCO34) | 10% |
| Alphabet (GOGL34) | 10% |
| Rio Tinto (RIOT34) | 10% |
| Coke (COCA34) | 10% |
| Johnson & Johnson (JNJB34) | 10% |
Itau BBA
In 2022 the BDR portfolio decreased by -19.82%.
ItaúBBA’s BDR portfolio remains unchanged for January.
| Companies | Weight |
| Johnson & Johnson (JNJB34) | 20% |
| Coke (COCA34) | 20% |
| Microsoft (MSFT34) | 20% |
| UnitedHealth Group (UNHH34) | 20% |
| Chevrons (CHVX34) | 20% |
MYCAP
MyCAP’s BDR portfolio depreciated by -5.08% in December.
Close positively: Meta Platforms (2.96%) and Verizon (2.17%).
Downsides: Salesforce (-15.70%), Amazon (-10.32%), Target (-9.82%) and Alphabet (-9.53%).
The portfolio remains unchanged for January.
| Companies | Weight |
| Salesforce (SSFO34) | 10% |
| Amazon (AMZO34) | 10% |
| Verizon (VERZ34) | 10% |
| Cisco systems (CSCO34) | 10% |
| Alphabet (GOGL34) | 10% |
| Metaplatforms (M1TA34) | 10% |
| Destination (TGTB34) | 10% |
| Master card (MSCD34) | 10% |
| Microsoft (MSFT34) | 10% |
| Walmart (WALM34) | 10% |
NOMA
In December, Órama’s BDR portfolio decreased by 2.3%.
Positive highlight: Colgate Palmolive.
Negative highlight: Eli Lilly.
During the year, the change in the portfolio was -21.6%.
Action included: Bank of America (BOAC34)
Action removed: Eli Lilly (LILY34)
| Companies | Indicative price (BRL) | On the upside |
| Bank of America (BOAC34) | 48.55 | 15.6% |
| Colgate Palmolive (COLG34) | 69.76 | 18.7% |
| Netflix (NFLX34) | 33.62 | 10.7% |
| Western Oil (OXYP34) | 71.06 | 21.0% |
| Merck (MRCK34) | 81.57 | 14.7% |
PAGBANK
PagBank’s international portfolio depreciated by -2.19% in December.
Close in the positive: Philip Morris (6.37%) and Pfizer (4.49%).
Negative closures: Wells Fargo (-11.45%), Amazon (-10.04%) and Exxon Mobil (-0.33%).
The portfolio had a decline of -16.32% in the cumulative 2022.
Actions included: Procter & Gamble (PGCO34) and Rio Tinto (RIOT34)
Actions excluded: Amazon (AMZO34) and Wells Fargo (WFCO34)
| Companies | Weight |
| Procter & Gamble (PGCO34) | 20% |
| Rio Tinto (RIOT34) | 20% |
| Philip Morris (PHMO34) | 20% |
| ExxonMobile (EXXO34) | 20% |
| Pfizer (PFIZ34) | 20% |
EARTH
In December, Terra Investimentos’ BDR portfolio depreciated by -4.98%.
Close in the positive: Pfizer (4.49%) and Coca-Cola (3.48%).
Negative highlights: Tesla (-34.81%) and Apple (-10.59%).
In 12 months the portfolio depreciated by -23.33%.
Action included: Free Market (MELI34)
Action removed: Coke (COCA34)
| Companies | Weight |
| Free Market (MELI34) | 10% |
| Walmart (WALM34) | 10% |
| Amazon (AMZO34) | 10% |
| Apple (AAPL34) | 10% |
| Berkshire Hathaway (BERK34) | 10% |
| JPMorgan Chase (JPMC34) | 10% |
| Microsoft (MSFT34) | 10% |
| Pfizer (PFIZ34) | 10% |
| Tesla (TSLA34) | 10% |
| Alphabet (GOGL34) | 10% |
CLASSIFICATION
| Companies | Directions |
| Coke (COCA34) | 6 |
| Walmart (WALM34) | 5 |
| Microsoft (MSFT34) | 5 |
| Johnson & Johnson (JNJB34) | 5 |
| Alphabet (GOGL34) | 5 |
| JPMorgan Chase (JPMC34) | 4 |
| Chevrons (CHVX34) | 4 |
| Pfizer (PFIZ34) | 3 |
| Free Market (MELI34) | 3 |
| Rio Tinto (RIOT34) | Two |
| Procter & Gamble (PGCO34) | Two |
| Western Oil (OXYP34) | Two |
| Netflix (NFLX34) | Two |
| Merck (MRCK34) | Two |
| Berkshire Hathaway (BERK34) | Two |
| Apple (AAPL34) | Two |
| Amazon (AMZO34) | Two |
ADVFN does not make asset recommendations. The article has a journalistic nature. The views expressed in this article are those of their respective analysts only. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
#Check #BDR #Portfolios #January #Leaderboard
