Recommended B3's ETFs Portfolio

Ed. December 2021

RECOMMENDED B3's ETFs-BASED PORTFOLIO FOR DECEMBER 2021: 

50% IN WRLD11

  • Investo's ETF traded on B3 that buys the VT-Vanguard Total World ETF, which in turn follows the FTSE Global All Cap index, which aims to track the performance of high, medium and small cap companies in developed and emerging markets , capturing up to 98% of global markets. 
Total administration fee of 0.38% per year. Subject to exchange variation. 
Rationale: Be exposed to the capital market as a whole.

25% IN IRFM11

  • Itaú's ETF that replicates a portfolio of pre-fixed Treasury bonds. 
Administration fee of 0.20% per year.  
Rationale: Be exposed to an apparent downtrend, in the short term, in the rates of these bonds.

20% IN XFIX11

  • XP's ETF that tracks the IFIX-L index of real estate funds.
Administration fee of 0.30% per year. 
Rationale: Be exposed to a potential upward trend in real estate funds, especially "bricks" ones.

5% IN ETHE11

  • Hashdex ETF that follows the Hashdex Nasdaq Ethereum Reference Price index, consisting exclusively of Ether (ETH).  
Administration fee of 0.70% per year. Subject to exchange variation.  Rationale: Be exposed to a potential uptrend, in the short term, of this cryptoasset.

WHAT ARE ETFs AND WHAT ARE THE ADVANTAGES?

WHO WE ARE:

TRENDSET Financial Education. www.trendsetconsulting.com/en Hamilton, New Zealand +64 212284022 arthur@trendset.com.br Podcast: anchor.fm/TRENDSETConsulting
Made in New Zealand from important and local ingredients. ©2000-2021. All rights reserved.