R$ 0

+0,0%this month

Hello, John. Your portfolio is performing well.

Rentabilidade Anual

0,0%

+2.3%

Volatilidade

0,0%

-1.2%

Patrimônio Líquido

R$ 0

+12.4%

Dividend Yield

0,0%

+0.8%

vs CDI

+0,0%

Outperforming by 3.2 p.p.

vs Ibovespa

+0,0%

Outperforming by 2.8 p.p.

Dividends/Month

R$ 0

+18% vs previous month

Historical Performance

Comparison with market benchmarks

Asset Allocation

Current portfolio allocation

Stocks

R$ 381.208

Fixed Income

R$ 254.205

Funds

R$ 127.103

REITs

R$ 59.315

Crypto

R$ 25.421

Risk Indicators

Performance and risk metrics

Beta

0.85

Sharpe Ratio

1.42

Max Drawdown

-8.3%

Concentração

Alta

Current Risk Profile

Moderate Aggressive

Smart Alerts

Recommendations based on your portfolio analysis

High risk concentration

65% of your portfolio is concentrated in just 3 assets. This significantly increases your risk.

Excess cash detected

$45,000 idle may be reducing your profitability. Potential gain: $2,100/month.

Rebalancing suggested

Your current allocation deviated 8% from target. Rebalancing helps reduce risks and maintain your strategy.

Monthly Performance

Month-by-month portfolio evolution in 2024

Sector Allocation

Portfolio distribution by economic sectors

Personalized Recommendations

Products selected based on your profile and objectives

ETF

Recommended

IVVB11

ETF S&P 500 - International diversification

+18,4% a.a.

Risk: Moderate

REIT

High Demand

HGLG11

Logistics real estate fund

8,2% yield

Risk: Low

Fundo

Trending

Verde AM

Sustainable growth fund

+22,1% a.a.

Risk: High

Quick Summary

Today's Gain

+R$ 0

Next Dividend

R$ 0

Next Maturity15 dias

Insights & Alerts

PETR4 - Quarterly Results

Profit exceeded expectations by 15%

2h ago

Tax Alert

Deadline for gains declaration approaching

1 day ago

Dividends Credited

$1,247 from ITSA4 and BBDC4

2 days ago

Market Status

Ibovespa

+1,2%

Dólar

-0,8%

CDI10,75%

IPCA4,23%

Market Open