Onde investir em maio: Empiricus libera 4 carteiras e mais de 35 indicações; veja como acessar

Onde investir em maio: Empiricus libera acesso gratuito a 4 carteiras e mais de 35 indicações Segundo os analistas da casa, cautela e disciplina são as principais estratégias para investir este mês

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Abril foi bastante negativo para os ativos de risco. O Ibovespa caiu 2% e até o Ifix, que vinha em alta, desvalorizou 0,70%.

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Nesse cenário, a pergunta de muitos investidores é: onde investir em maio? Segundo a analista Larissa Quaresma, “às vezes, o melhor a se fazer é esperar.”

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A analista explica que grande parte do desempenho negativo da B3 em abril pode ser atribuído ao adiamento do corte dos juros americanos.

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Por isso, ela recomenda ser paciente e manter a posição em “empresas de economia doméstica, de boa qualidade e que estão com valuation ainda mais atrativo”

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Mas quais seriam essas empresas, afinal? Uma das apostas da casa é a Direcional (DIRR3). Segundo os analistas, a construtora é o melhor player do segmento de baixa renda.

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Apesar de ter valorizado 14% no primeiro trimestre, DIRR3 continua com um valuation convidativo.

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Outro ativo é o CSHG Recebíveis Imobiliários (HGCR11), fundo de crédito que investe em CRIs com operações indexadas tanto ao IPCA, quanto CDI.

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De acordo com os analistas da Empiricus, esse FII pode entregar dividendos de 10,9% em 2024 e uma geração de renda de 10,6% no próximo ano.

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Com o boom da IA e uma alta recorde das ações da Nvidia (NVDC34), outras empresas do ramo podem “surfar” na onda do setor.

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É o caso da AMD (A1MD34), que está com desconto. Enzo Pacheco, da Empiricus Research, acredita que é um bom momento para aumentar a posição no papel.

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SAIBA EM QUAIS ATIVOS INVESTIR EM MAIO

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