{"id":31427,"date":"2021-10-14T14:45:46","date_gmt":"2021-10-14T17:45:46","guid":{"rendered":"https:\/\/www.amarilfranklin.com.br\/?p=31427"},"modified":"2021-10-15T14:50:21","modified_gmt":"2021-10-15T17:50:21","slug":"indices-vs-ibovespa-e-carteira-de-investimentos","status":"publish","type":"post","link":"https:\/\/www.amarilfranklin.com.br\/index.php\/2021\/10\/14\/indices-vs-ibovespa-e-carteira-de-investimentos\/","title":{"rendered":"\u00cdndices VS Ibovespa e Carteira de Investimentos"},"content":{"rendered":"

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CARTEIRA DE INVESTIMENTOS<\/h2>\n

PERFORMANCE DE \u00cdNDICES VS IBOVESPA<\/h4>\n

 <\/p>\n

Para que sua carteira de investimentos performe bem \u00e9 importante se atentar a alguns detalhes como:<\/p>\n

Composi\u00e7\u00e3o: Quais classes de ativos ir\u00e3o participar, peso ideal, m\u00e9tricas, etc.<\/p>\n

O Beta: A volatilidade da sua carteira comparada \u00e0 \u201cvol\u201d do Ibovespa;
O \u00cdndice Sharpe: A rela\u00e7\u00e3o de risco e retorno do ativo observado (quanto de risco voc\u00ea corre para obter quanto de retorno);<\/p>\n

Correla\u00e7\u00e3o: Observando em um risco n\u00e3o sist\u00eamico se ativos compensam a perda de outros<\/p>\n

Balanceamento: Para manter tudo conforme planejado, objetivo, composi\u00e7\u00e3o, exposi\u00e7\u00e3o ao risco, etc.<\/p>\n

Existem diversos outros fatores e indicadores para acompanhamento de carteiras de investimentos mas os citados acima \u00e9 o \u201cbeab\u00e1\u201d. Posterior mente podemos conversar sobre CAPM e outros.<\/p>\n

Al\u00e9m de tudo isso ficar de olho nos movimentos do mercado \u00e9 mandat\u00f3rio e pode fazer com que enxerguemos oportunidades e tomemos posi\u00e7\u00f5es mais agressivas ou defensivas (leia-se expor mais ao risco ou menos ao risco).<\/p>\n

Compartilho a performance dos \u00edndices financeiros contra o Ibovespa onde \u00e9 poss\u00edvel verificar os setores que mais sofreram nos per\u00edodos da amostra retirada, baixe o relat\u00f3rio completo<\/a>.<\/p>\n

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Conhe\u00e7a os nossos produtos!<\/h4>\n

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CARTEIRA DE INVESTIMENTOS PERFORMANCE DE \u00cdNDICES VS IBOVESPA   Para que sua carteira de investimentos performe bem \u00e9 importante se atentar a alguns detalhes como: Composi\u00e7\u00e3o: Quais classes de ativos ir\u00e3o participar, peso ideal, m\u00e9tricas, etc. O Beta: A volatilidade da sua carteira comparada \u00e0 \u201cvol\u201d do Ibovespa;O \u00cdndice Sharpe: A rela\u00e7\u00e3o de risco e […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-31427","post","type-post","status-publish","format-standard","hentry","category-relatorios"],"_links":{"self":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts\/31427","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/comments?post=31427"}],"version-history":[{"count":0,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts\/31427\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/media?parent=31427"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/categories?post=31427"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/tags?post=31427"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}