A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para MarçoAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------- | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 3 | | Minerva Foods ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 3 | | Suzano S.A ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 2 | | Rede D'Or ON | [RDOR3](https://www.google.com/search?q=RDOR3) | 2 | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 1 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | -------------------------- | ------------------------------------------------ | :--------: | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 1 | | Banrisul PNB | [BRSR6](https://www.google.com/search?q=BRSR6) | 1 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | BR Properties S.A ON | [BRPR3](https://www.google.com/search?q=BRPR3) | 1 | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | Eletrobrás ON | [ELET3](https://www.google.com/search?q=ELET3) | 1 | | Enauta Participacoes SA ON | [ENAT3](https://www.google.com/search?q=ENAT3) | 1 | | Energias BR ON | [ENBR3](https://www.google.com/search?q=ENBR3) | 1 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 1 | | GPA ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 1 | | ISA CTEEP PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 1 | | Klabin UNT | [KLBN11](https://www.google.com/search?q=KLBN11) | 1 | | Marcopolo PN | [POMO4](https://www.google.com/search?q=POMO4) | 1 | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 1 | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 1 | | OI S.A ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Pag Seguro BDR | [PAGS34](https://www.google.com/search?q=PAGS34) | 1 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 1 | | PETZ ON | [PETZ3](https://www.google.com/search?q=PETZ3) | 1 | | Santos Brasil ON | [STBP3](https://www.google.com/search?q=STBP3) | 1 | | Simpar ON | [SIMH3](https://www.google.com/search?q=SIMH3) | 1 | | Tenda ON | [TEND3](https://www.google.com/search?q=TEND3) | 1 | | Tupy ON | [TUPY3](https://www.google.com/search?q=TUPY3) | 1 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | -------------------- | ---------------------------------------------- | -------- | | Tupy ON | [TUPY3](https://www.google.com/search?q=TUPY3) | 20% | | Minerva Foods ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 20% | | BR Properties S.A ON | [BRPR3](https://www.google.com/search?q=BRPR3) | 20% | | ISA CTEEP PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 20% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 20% |> Carteira Mensal – Março de 2021 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2021/03/Carteira_Dividendos_Mar%C3%A7o-2021.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ------------------- | ------------------------------------------------ | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Rede D'Or ON | [RDOR3](https://www.google.com/search?q=RDOR3) | 10% | | Pag Seguro BDR | [PAGS34](https://www.google.com/search?q=PAGS34) | 10% | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Suzano S.A ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | OI S.A ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Março de 2021 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2021/03/BTG-10SIM-MAR21.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ---------------- | ---------------------------------------------- | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 10% | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 10% | | PETZ ON | [PETZ3](https://www.google.com/search?q=PETZ3) | 10% | | Reade D'Or ON | [RDOR3](https://www.google.com/search?q=RDOR3) | 10% | | Santos Brasil ON | [STBP3](https://www.google.com/search?q=STBP3) | 10% | | Simpar ON | [SIMH3](https://www.google.com/search?q=SIMH3) | 10% | | Suzano S.A ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% |> Carteira Mensal – Março de 2021 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-mar2021.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | -------------------------- | ------------------------------------------------ | ------------- | -------- | | Minerva Foods ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 11,41 | 20% | | Enauta Participacoes SA ON | [ENAT3](https://www.google.com/search?q=ENAT3) | 16,52 | 20% | | Klabin UNT | [KLBN11](https://www.google.com/search?q=KLBN11) | 34,73 | 20% | | GPA ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 22,14 | 20% | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 35,55 | 20% |> Carteira Mensal – Março de 2021 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20MAR%C3%87O.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Peso (%) | | ------------------- | ---------------------------------------------- | -------- | | Banrisul PNB | [BRSR6](https://www.google.com/search?q=BRSR6) | 10% | | Marcopolo PN | [POMO4](https://www.google.com/search?q=POMO4) | 10% | | Minerva Foods ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 10% | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Tenda ON | [TEND3](https://www.google.com/search?q=TEND3) | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | Eletrobrás ON | [ELET3](https://www.google.com/search?q=ELET3) | 10% | | Energias BR ON | [ENBR3](https://www.google.com/search?q=ENBR3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% |> Top 10 ações XP – Março de 2021 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/analise-tecnica/carteiras/carteira-mensal-arena-marco-2021/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ---------------- | ------------------------------------------------ | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 8 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 7 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 4 | | Itau Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | BTG Pactual UNT | [BPAC11](https://www.google.com/search?q=BPAC11) | 3 | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 3 | | Klabin UNT | [KLBN11](https://www.google.com/search?q=KLBN11) | 3 | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 3 |> 10 ações mais recomendadas – Março de 2021 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoA **Vale** está muito bem vista para esse mês. Vamos ver como será com a mudança de postura do governo federal, em relação a vacinação.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para FevereiroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 2 | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 2 | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 2 | | brMalls ON | [BRML3](https://www.google.com/search?q=BRML3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ------------------- | ------------------------------------------------ | :--------: | | BB Seguridade ON | [BBSE3](https://www.google.com/search?q=BBSE3) | 1 | | Eletrobras PNB | [ELET6](https://www.google.com/search?q=ELET6) | 1 | | Cia. Hering ON | [HGTX3](https://www.google.com/search?q=HGTX3) | 1 | | Tupy ON | [TUPY3](https://www.google.com/search?q=TUPY3) | 1 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 1 | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 1 | | Rede D'Or | [RDOR3](https://www.google.com/search?q=RDOR3) | 1 | | Pag Seguro PN | [PAGS34](https://www.google.com/search?q=PAGS34) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | OI S.A ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Aliansce Sonae ON | [ALSO3](https://www.google.com/search?q=ALSO3) | 1 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 1 | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 1 | | Petz ON | [PETZ3](https://www.google.com/search?q=PETZ3) | 1 | | Santos Brasil ON | [STBP3](https://www.google.com/search?q=STBP3) | 1 | | Simpar ON | [SIMH3](https://www.google.com/search?q=SIMH3) | 1 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 1 | | Eneva ON | [ENEV3](https://www.google.com/search?q=ENEV3) | 1 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 1 | | Banrisul PNB | [BRSR6](https://www.google.com/search?q=BRSR6) | 1 | | Marcopolo PN | [POMO4](https://www.google.com/search?q=POMO4) | 1 | | Minerva ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 1 | | Sulamerica UNT | [SULA11](https://www.google.com/search?q=SULA11) | 1 | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 1 | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 1 | | Eletrobrás ON | [ELET3](https://www.google.com/search?q=ELET3) | 1 | | Cielo ON | [CIEL3](https://www.google.com/search?q=CIEL3) | 1 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | ------------------ | ---------------------------------------------- | -------- | | BB Seguridade ON | [BBSE3](https://www.google.com/search?q=BBSE3) | 20% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 20% | | Eletrobras PNB | [ELET6](https://www.google.com/search?q=ELET6) | 20% | | Cia. Hering ON | [HGTX3](https://www.google.com/search?q=HGTX3) | 20% | | Tupy ON | [TUPY3](https://www.google.com/search?q=TUPY3) | 20% |> Carteira Mensal – Fevereiro de 2021 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2021/02/Carteira_Dividendos_Fevereiroo-2021.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ----------------- | ------------------------------------------------ | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 10% | | Rede D'Or | [RDOR3](https://www.google.com/search?q=RDOR3) | 10% | | Pag Seguro PN | [PAGS34](https://www.google.com/search?q=PAGS34) | 10% | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | OI S.A ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 10% | | Aliansce Sonae ON | [ALSO3](https://www.google.com/search?q=ALSO3) | 5% |> Carteira Mensal – Fevereiro de 2021 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2021/02/BTG-10SIM-FEV21.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ------------------ | ---------------------------------------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 10% | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 10% | | Petz ON | [PETZ3](https://www.google.com/search?q=PETZ3) | 10% | | Santos Brasil ON | [STBP3](https://www.google.com/search?q=STBP3) | 10% | | Simpar ON | [SIMH3](https://www.google.com/search?q=SIMH3) | 10% | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% |> Carteira Mensal – Fevereiro de 2021 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-fev2021.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------ | ---------------------------------------------- | ------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 40,50 | 20% | | brMalls ON | [BRML3](https://www.google.com/search?q=BRML3) | 11,17 | 20% | | Eneva ON | [ENEV3](https://www.google.com/search?q=ENEV3) | 73,21 | 20% | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 29,53 | 20% | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 32,45 | 20% |> Carteira Mensal – Fevereiro de 2021 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20FEVEREIRO-2.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Peso (%) | | ------------------- | ------------------------------------------------ | -------- | | Banrisul PNB | [BRSR6](https://www.google.com/search?q=BRSR6) | 10% | | Marcopolo PN | [POMO4](https://www.google.com/search?q=POMO4) | 10% | | Minerva ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 10% | | brMalls | [BRML3](https://www.google.com/search?q=BRML3) | 10% | | Sulamerica UNT | [SULA11](https://www.google.com/search?q=SULA11) | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | Eletrobrás ON | [ELET3](https://www.google.com/search?q=ELET3) | 10% | | Cielo ON | [CIEL3](https://www.google.com/search?q=CIEL3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% |> Top 10 ações XP – Fevereiro de 2021 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/analise-tecnica/carteiras/carteira-mensal-arena-fevereiro-2021/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | --------------- | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 12 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 7 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 7 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 6 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 3 | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 3 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 3 | | Eneva ON | [ENEV3](https://www.google.com/search?q=ENEV3) | 3 |> 10 ações mais recomendadas – Fevereiro de 2021 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoA B3 foi muito indicada no mês passado, mas terminou janeiro com `-3,52%`. Nesse mês, a Vale está sendo bastante indicada. Vamos conferir se as recomendações para esse primeiro trimestre serão com resultados positivos.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para JaneiroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------- | ---------------------------------------------- | ---------- | | Energias ON | [ENBR3](https://www.google.com/search?q=ENBR3) | 2 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 2 | | Eletrobras ON | [ELET3](https://www.google.com/search?q=ELET3) | 2 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 2 | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ------------------- | ------------------------------------------------ | :--------: | | Fleury ON | [FLRY3](https://www.google.com/search?q=FLRY3) | 1 | | Metal Leve ON | [LEVE3](https://www.google.com/search?q=LEVE3) | 1 | | Santander BR UNT | [SANB11](https://www.google.com/search?q=SANB11) | 1 | | Ser Educa ON | [SEER3](https://www.google.com/search?q=SEER3) | 1 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 1 | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 1 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 1 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 1 | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 | | Alliansce Sonae ON | [ALSO3](https://www.google.com/search?q=ALSO3) | 1 | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 1 | | OI S.A ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 1 | | Sabesp ON | [SBSP3](https://www.google.com/search?q=SBSP3) | 1 | | Copel PNB | [CPLE6](https://www.google.com/search?q=CPLE6) | 1 | | Enauta ON | [ENAT3](https://www.google.com/search?q=ENAT3) | 1 | | Centauro ON | [CNTO3](https://www.google.com/search?q=CNTO3) | 1 | | Itaú Unibanco PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 1 | | Weg ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 1 | | Banrisul PNB | [BRSR6](https://www.google.com/search?q=BRSR6) | 1 | | Marcopolo PN | [POMO4](https://www.google.com/search?q=POMO4) | 1 | | Minerva ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 1 | | brMalls ON | [BRML3](https://www.google.com/search?q=BRML3) | 1 | | Sulamerica UNT | [SULA11](https://www.google.com/search?q=SULA11) | 1 | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 1 | | Cielo ON | [CIEL3](https://www.google.com/search?q=CIEL3) | 1 | | YDUQS ON | [YDUQ3](https://www.google.com/search?q=YDUQ3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | ---------------- | ------------------------------------------------ | -------- | | Energias ON | [ENBR3](https://www.google.com/search?q=ENBR3) | 20% | | Fleury ON | [FLRY3](https://www.google.com/search?q=FLRY3) | 20% | | Metal Leve ON | [LEVE3](https://www.google.com/search?q=LEVE3) | 20% | | Santander BR UNT | [SANB11](https://www.google.com/search?q=SANB11) | 20% | | Ser Educa ON | [SEER3](https://www.google.com/search?q=SEER3) | 20% |> Carteira Mensal – Janeiro de 2021 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2021/01/Carteira_Dividendos_Janeiro-2021.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ------------------ | ---------------------------------------------- | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Totvs ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Alliansce Sonae ON | [ALSO3](https://www.google.com/search?q=ALSO3) | 5% | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | OI S.A ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 10% |> Carteira Mensal – Janeiro de 2021 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2021/01/BTG-10SIM-JAN21.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | --------------- | ---------------------------------------------- | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 12,5% | | Energias ON | [ENBR3](https://www.google.com/search?q=ENBR3) | 12,5% | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 12,5% | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 12,5% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 12,5% | | Sabesp ON | [SBSP3](https://www.google.com/search?q=SBSP3) | 12,5% | | Copel PNB | [CPLE6](https://www.google.com/search?q=CPLE6) | 12,5% | | Enauta ON | [ENAT3](https://www.google.com/search?q=ENAT3) | 12,5% |> Carteira Mensal – Janeiro de 2021 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-janeiro2021.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ---------------- | ---------------------------------------------- | ------------- | -------- | | Centauro ON | [CNTO3](https://www.google.com/search?q=CNTO3) | 34,49 | 20% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 35,39 | 20% | | Eletrobras ON | [ELET3](https://www.google.com/search?q=ELET3) | 44,45 | 20% | | Itaú Unibanco PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 13,97 | 20% | | Weg ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 89,50 | 20% |> Carteira Mensal – Janeiro de 2021 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20JANEIRO-1.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Peso (%) | | ------------------- | ------------------------------------------------ | -------- | | Banrisul PNB | [BRSR6](https://www.google.com/search?q=BRSR6) | 10% | | Marcopolo PN | [POMO4](https://www.google.com/search?q=POMO4) | 10% | | Minerva ON | [BEEF3](https://www.google.com/search?q=BEEF3) | 10% | | brMalls ON | [BRML3](https://www.google.com/search?q=BRML3) | 10% | | Sulamerica UNT | [SULA11](https://www.google.com/search?q=SULA11) | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | Eletrobrás ON | [ELET3](https://www.google.com/search?q=ELET3) | 10% | | Cielo ON | [CIEL3](https://www.google.com/search?q=CIEL3) | 10% | | YDUQS ON | [YDUQ3](https://www.google.com/search?q=YDUQ3) | 10% |> Top 10 ações XP – Janeiro de 2021 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/guia-de-investimentos/carteiras/estrategista-zz-janeiro-2021/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 9 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 8 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 5 | | Itau unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 4 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 4 | | Weg ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 2 |> 10 ações mais recomendadas – Janeiro de 2021 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoChegou 2021, e vamos ver se o cenário será melhor do que foi 2020. A B3 foi bem indicada e veremos como irá sair nesse mês.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para DezembroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 4 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 3 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 2 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 2 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ---------------------- | ------------------------------------------------ | :--------: | | Abc Brasil PN | [ABCB4](https://www.google.com/search?q=ABCB4) | 1 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | CCR S.A. ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 1 | | Copel PNB | [CPLE6](https://www.google.com/search?q=CPLE6) | 1 | | Engie Brasil ON | [EGIE3](https://www.google.com/search?q=EGIE3) | 1 | | Ferbasa PN | [FESA4](https://www.google.com/search?q=FESA4) | 1 | | Gerdau PN | [GOAU4](https://www.google.com/search?q=GOAU4) | 1 | | Itaúsa PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 1 | | Ishare Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 1 | | Locaweb | [LWSA3](https://www.google.com/search?q=LWSA3) | 1 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 1 | | MRV ON | [MRVE3](https://www.google.com/search?q=MRVE3) | 1 | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 1 | | Neoenergia ON | [NEOE3](https://www.google.com/search?q=NEOE3) | 1 | | Oi S.A. | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Omega Energia ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 1 | | Simpar ON | [SIMH3](https://www.google.com/search?q=SIMH3) | 1 | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 1 | | Telefônica Brasil ON | [VIVT3](https://www.google.com/search?q=zzz) | 1 | | Tenda ON | [TEND3](https://www.google.com/search?q=TEND3) | 1 | | TIM ON | [TIMS3](https://www.google.com/search?q=TIMS3) | 1 | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | -------------------- | ---------------------------------------------- | -------- | | Abc Brasil PN | [ABCB4](https://www.google.com/search?q=ABCB4) | 20% | | Copel PNB | [CPLE6](https://www.google.com/search?q=CPLE6) | 20% | | Engie Brasil ON | [EGIE3](https://www.google.com/search?q=EGIE3) | 20% | | Ferbasa PN | [FESA4](https://www.google.com/search?q=FESA4) | 20% | | Telefônica Brasil ON | [VIVT3](https://www.google.com/search?q=zzz) | 20% |> Carteira Mensal – Dezembro de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/12/Carteira_Dividendos_Dezembro_2020.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ----------------- | ---------------------------------------------- | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | TIM ON | [TIMS3](https://www.google.com/search?q=TIMS3) | 10% | | CCR S.A. ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | Oi S.A. | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Dezembro de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/12/BTG-10SIM-DEZ20.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ---------------------- | ------------------------------------------------ | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Ishare Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% | | MRV ON | [MRVE3](https://www.google.com/search?q=MRVE3) | 10% | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 10% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Simpar ON | [SIMH3](https://www.google.com/search?q=SIMH3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% |> Carteira Mensal – Dezembro de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-dezembro2020.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------- | ---------------------------------------------- | ------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 64,75 | 20% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 34,65 | 20% | | Gerdau PN | [GOAU4](https://www.google.com/search?q=GOAU4) | 11,97 | 20% | | Itaúsa PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 12,15 | 20% | | Neoenergia ON | [NEOE3](https://www.google.com/search?q=NEOE3) | 21,40 | 20% |> Carteira Mensal – Dezembro de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20DEZEMBRO.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------ | ---------------------------------------------- | ------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 65,00 | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 25,00 | 10% | | Omega Energia ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 50,00 | 10% | | Locaweb | [LWSA3](https://www.google.com/search?q=LWSA3) | 71,00 | 10% | | Tenda ON | [TEND3](https://www.google.com/search?q=TEND3) | 37,20 | 10% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 32,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 86,00 | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 28,00 | 10% |> Top 10 ações XP – Dezembro de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-Dezembro-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 7 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 7 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 6 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 5 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 4 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 2 | | CCR S.A. ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 2 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 2 |> 10 ações mais recomendadas – Dezembro de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoEstamos no último mês de 2020. Acredito que todos estão ansiosos para esquecer desse ano, por causa dessa pandemia que atingiu mundo. No mês passado, o mercado se mostrou muito positivo e agora resta esse mês e que continue tudo no verde.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para NovembroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 4 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 3 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 3 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 2 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 2 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 2 | | MRV ON | [MRVE3](https://www.google.com/search?q=MRVE3) | 2 | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 2 | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ----------------- | ------------------------------------------------ | :--------: | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | Energisa UNT | [ENGI11](https://www.google.com/search?q=ENGI11) | 1 | | Grendene ON | [DIRR3](https://www.google.com/search?q=DIRR3) | 1 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 1 | | Itausa PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 1 | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 1 | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 1 | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Omega ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 1 | | Santander BR ON | [HYPE3](https://www.google.com/search?q=HYPE3) | 1 | | Taesa ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 1 | | Tensa ON | [TEND3](https://www.google.com/search?q=TEND3) | 1 | | TIM ON | [TIMS3](https://www.google.com/search?q=TIMS3) | 1 | | Tran Paulista UNT | [TAEE11](https://www.google.com/search?q=TAEE11) | 1 | | Vivara | [VIVA3](https://www.google.com/search?q=VIVA3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | ----------------- | ------------------------------------------------ | -------- | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 20% | | Grendene ON | [DIRR3](https://www.google.com/search?q=DIRR3) | 20% | | Santander BR ON | [HYPE3](https://www.google.com/search?q=HYPE3) | 20% | | Taesa ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 20% | | Tran Paulista UNT | [TAEE11](https://www.google.com/search?q=TAEE11) | 20% |> Carteira Mensal – Novembro de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/11/Carteira_Dividendos_Novembro_2020.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ----------------- | ------------------------------------------------ | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | TIM ON | [TIMS3](https://www.google.com/search?q=TIMS3) | 10% | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | Energisa UNT | [ENGI11](https://www.google.com/search?q=ENGI11) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | Oi ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Novembro de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/11/BTG-10SIM-NOV20.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ------------------ | ---------------------------------------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 10% | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 10% | | MRV ON | [MRVE3](https://www.google.com/search?q=MRVE3) | 10% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% |> Carteira Mensal – Novembro de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-novembro2020.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | ----------------- | ---------------------------------------------- | -------------- | -------- | | Itausa PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 11,49 | 20% | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 31,60 | 20% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 23,00 | 20% | | MRV ON | [MRVE3](https://www.google.com/search?q=MRVE3) | 21,30 | 20% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 77,38 | 20% |> Carteira Mensal – Novembro de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20Novembro-1.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | ------------------ | ---------------------------------------------- | -------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 65,00 | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 25,00 | 10% | | Omega ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 50,00 | 10% | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 71,00 | 10% | | Tensa ON | [TEND3](https://www.google.com/search?q=TEND3) | 37,20 | 10% | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 18,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 86,00 | 10% | | Vivara | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% | | Via Varejo | [VVAR3](https://www.google.com/search?q=VVAR3) | 28,00 | 10% |> Top 10 ações XP – Novembro de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-Novembro-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 6 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 6 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 6 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 5 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 5 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 4 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 3 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | WEG ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 2 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 2 |> 10 ações mais recomendadas – Novembro de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoEstamos no penúltimo mês de 2020, e temos muito do que esperar com a vitória de Biden, nas eleições dos EUA. Vamos ver como o mercado vai se comportar no fechamento deste mês.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para OutubroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 3 | | Gerdau ON | [GGBR4](https://www.google.com/search?q=GGBR4) | 3 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 2 | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 2 | | Duratex ON | [DTEX3](https://www.google.com/search?q=DTEX3) | 2 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 2 | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 2 | | CCR SA ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ------------------- | ------------------------------------------------ | :--------: | | Ambev ON | [ABEV3](https://www.google.com/search?q=ABEV3) | 1 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | CSN ON | [CSNA3](https://www.google.com/search?q=CSNA3) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | Direcional ON | [DIRR3](https://www.google.com/search?q=DIRR3) | 1 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 1 | | Hypera ON | [HYPE3](https://www.google.com/search?q=HYPE3) | 1 | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 1 | | Lojas Americanas ON | [LAME4](https://www.google.com/search?q=LAME4) | 1 | | Oi S.A. ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Omega ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 1 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 1 | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 1 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 1 | | Taesa UNIT | [TAEE11](https://www.google.com/search?q=TAEE11) | 1 | | TIM ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 1 | | WEG ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | --------------- | ------------------------------------------------ | -------- | | CCR SA ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 20% | | Direcional ON | [DIRR3](https://www.google.com/search?q=DIRR3) | 20% | | Hypera ON | [HYPE3](https://www.google.com/search?q=HYPE3) | 20% | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 20% | | Taesa UNIT | [TAEE11](https://www.google.com/search?q=TAEE11) | 20% |> Carteira Mensal – Outubro de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/10/Carteira_Dividendos_Outubro_2020.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ----------------- | ---------------------------------------------- | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 10% | | Gerdau ON | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | TIM ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 10% | | CCR SA ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | Duratex ON | [DTEX3](https://www.google.com/search?q=DTEX3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | Oi S.A. ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Outubro de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/02/Carteira-Recomendada-10SIM-Outubro.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ------------------ | ---------------------------------------------- | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 10% | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 10% | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% |> Carteira Mensal – Outubro de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-outubro2020.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | -------------- | ---------------------------------------------- | ------------- | -------- | | Ambev ON | [ABEV3](https://www.google.com/search?q=ABEV3) | 14,31 | 20% | | CSN ON | [CSNA3](https://www.google.com/search?q=CSNA3) | 19,48 | 20% | | Duratex ON | [DTEX3](https://www.google.com/search?q=DTEX3) | 20,51 | 20% | | Magazine Luiza | [MGLU3](https://www.google.com/search?q=MGLU3) | 103,63 | 20% | | WEG ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 75,72 | 20% |> Carteira Mensal – Outubro de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20OUTUBRO.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------- | ---------------------------------------------- | ------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 65,00 | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | Gerdau ON | [GGBR4](https://www.google.com/search?q=GGBR4) | 22,50 | 10% | | Omega ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 44,00 | 10% | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 71,00 | 10% | | Lojas Americanas ON | [LAME4](https://www.google.com/search?q=LAME4) | 44,00 | 10% | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 18,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 85,00 | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 28,00 | 10% |> Top 10 ações XP – Outubro de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-Outubro-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ----------------- | ---------------------------------------------- | ---------- | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 5 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 5 | | Gerdau ON | [GGBR4](https://www.google.com/search?q=GGBR4) | 5 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 4 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 4 | | WEG ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 4 | | Grupo Natura ON | [NTCO3](https://www.google.com/search?q=NTCO3) | 4 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 3 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=zzz) | 3 |> 10 ações mais recomendadas – Outubro de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoMuitos momentos de incertezas no mês passado e nesse mês. Vale esperar o desempenho desse mês e ver se a bolsa voltará a ter mais ativos com resultados positivos.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para SetembroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------- | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 3 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 2 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 2 | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 2 | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 2 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 2 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ----------------------- | ------------------------------------------------ | :--------: | | Copasa ON | [CSMG3](https://www.google.com/search?q=CSMG3) | 1 | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | Direcional ON | [DIRR3](https://www.google.com/search?q=DIRR3) | 1 | | Duratex ON | [DTEX3](https://www.google.com/search?q=DTEX3) | 1 | | Ferbasa PN | [FESA4](https://www.google.com/search?q=FESA4) | 1 | | Gerdau PN | [GOAU4](https://www.google.com/search?q=GOAU4) | 1 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 1 | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 1 | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 1 | | Ishares Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 1 | | Locamerica ON | [LCAM3](https://www.google.com/search?q=LCAM3) | 1 | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 1 | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 1 | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Petrobras ON | [PETR4](https://www.google.com/search?q=PETR4) | 1 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 1 | | Telef Brasil PN | [VIVT4](https://www.google.com/search?q=VIVT4) | 1 | | TIM ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | ------------------ | ---------------------------------------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 20% | | Copasa ON | [CSMG3](https://www.google.com/search?q=CSMG3) | 20% | | Direcional ON | [DIRR3](https://www.google.com/search?q=DIRR3) | 20% | | Ferbasa PN | [FESA4](https://www.google.com/search?q=FESA4) | 20% | | Telef Brasil PN | [VIVT4](https://www.google.com/search?q=VIVT4) | 20% |> Carteira Mensal – Setembro de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/09/Carteira_Dividendos_Setembro_2020.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ------------------- | ---------------------------------------------- | -------- | | Petrobras ON | [PETR4](https://www.google.com/search?q=PETR4) | 15% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | TIM ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 10% | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | Duratex ON | [DTEX3](https://www.google.com/search?q=DTEX3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Setembro de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/09/BTG-10SIM-SET20.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ----------------------- | ------------------------------------------------ | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 10% | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 10% | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 10% | | Ishares Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% |> Carteira Mensal – Setembro de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-setembro2020.p) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------- | ---------------------------------------------- | ------------- | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 24,21 | 20% | | Gerdau PN | [GOAU4](https://www.google.com/search?q=GOAU4) | 10,14 | 20% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 25,63 | 20% | | Locamerica ON | [LCAM3](https://www.google.com/search?q=LCAM3) | 24,17 | 20% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 24,80 | 20% |> Carteira Mensal – Setembro de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20SETEMBRO.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------- | ---------------------------------------------- | ------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 65,00 | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 22,50 | 10% | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 46,00 | 10% | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 71,00 | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 44,00 | 10% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 19,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 85,00 | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% | | Via VArejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 28,00 | 10% |> Top 10 ações XP – Setembro de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/carteiras/top-10-acoes-xp-setembro-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Via VArejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 9 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 5 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 4 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 3 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 3 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 3 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 3 | | Itau Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 2 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 2 |> 10 ações mais recomendadas – Setembro de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoCom o cenário político e o conflito entre EUA e China, fez com que a bolsa tivesse a sua primeira desvalorização desde março deste ano. Setembro, não parece ser animador, até o momento. Vamos esperar o fim do mês, para ter mais certeza dessa mudança de cenário que se mantinha na alta.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para AgostoAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------- | ---------------------------------------------- | ---------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 4 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 2 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 2 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 2 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 2 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ----------------------- | ------------------------------------------------ | :--------: | | BBSeguridade ON | [BBSE3](https://www.google.com/search?q=BBSE3) | 1 | | BR Distribuidora ON | [BRDT3](https://www.google.com/search?q=BRDT3) | 1 | | Carrefour BR ON | [CRFB3](https://www.google.com/search?q=CRFB3) | 1 | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 1 | | Cogna Educação ON | [COGN3](https://www.google.com/search?q=COGN3) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | Eletrobras ON | [ELET3](https://www.google.com/search?q=ELET3) | 1 | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 1 | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 1 | | Ishares Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 1 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 1 | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 1 | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 1 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 1 | | Odontoprev ON | [ODPV3](https://www.google.com/search?q=ODPV3) | 1 | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 1 | | Santander BR UNIT | [SANB11](https://www.google.com/search?q=SANB11) | 1 | | Tegma ON | [TGMA3](https://www.google.com/search?q=TGMA3) | 1 | | Tim ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 1 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Planner| Empresa | Ticker | Peso (%) | | ----------------- | ------------------------------------------------ | -------- | | BBSeguridade ON | [BBSE3](https://www.google.com/search?q=BBSE3) | 20% | | Carrefour BR ON | [CRFB3](https://www.google.com/search?q=CRFB3) | 20% | | Odontoprev ON | [ODPV3](https://www.google.com/search?q=ODPV3) | 20% | | Santander BR UNIT | [SANB11](https://www.google.com/search?q=SANB11) | 20% | | Tegma ON | [TGMA3](https://www.google.com/search?q=TGMA3) | 20% |> Carteira Mensal – Agosto de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/08/Carteira_Dividendos_Agosto_2020.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ------------------- | ---------------------------------------------- | -------- | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 15% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Tim ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 10% | | CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Agosto de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/08/10SIM-AGO20.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ----------------------- | ------------------------------------------------ | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 10% | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 10% | | BR Distribuidora ON | [BRDT3](https://www.google.com/search?q=BRDT3) | 10% | | Ishares Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% |> Carteira Mensal – Agosto de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-agosto2020.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ----------------- | ---------------------------------------------- | ------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 69,85 | 20% | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 25,39 | 20% | | Cogna Educação ON | [COGN3](https://www.google.com/search?q=COGN3) | 9,88 | 20% | | Eletrobras ON | [ELET3](https://www.google.com/search?q=ELET3) | 44,83 | 20% | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 95,83 | 20% |> Carteira Mensal – Agosto de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20AGOSTO%202020.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------- | ---------------------------------------------- | ------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 58,00 | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 17,50 | 10% | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 46,00 | 10% | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 55,00 | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 36,00 | 10% | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 50,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 61,00 | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 28,00 | 10% |> Top 10 ações XP – Agosto de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-agosto-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 8 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 6 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 5 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 5 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 4 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 4 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 3 | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 3 | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 2 | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 2 |> 10 ações mais recomendadas – Agosto de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoAs ações da **B3**, estão com forte indicação para o mês de agosto. Dobrou de valor, desde maio desse ano. Em 12 de maio, fechou o dia no valor de R$ 35,73 e em 23 de março, fechou o dia em R$ 30,45. Quem comprou no início da quarentena, está feliz com mais de 100% de lucro neste momento e com boa previsão para continuar subindo.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para JulhoAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------- | ---------------------------------------------- | :--------: | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 3 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 2 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 2 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 2 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 2 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 2 | | Grupo CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ------------------- | ------------------------------------------------ | :--------: | | BR Distribuidora ON | [BRDT3](https://www.google.com/search?q=BRDT3) | 1 | | CESP PNB | [CESP6](https://www.google.com/search?q=CESP6) | 1 | | Cia Hering ON | [HGTX3](https://www.google.com/search?q=HGTX3) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | ETF Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 1 | | EZ TEC ON | [EZTC3](https://www.google.com/search?q=EZTC3) | 1 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 1 | | Hermes Pardini | [PARD3](https://www.google.com/search?q=PARD3) | 1 | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 1 | | ISA CTEEP PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 1 | | Klabin S/A UNIT | [KLBN11](https://www.google.com/search?q=KLBN11) | 1 | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 1 | | MRV Engenharia | [MRVE3](https://www.google.com/search?q=MRVE3) | 1 | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 1 | | Santander BR UNIT | [SANB11](https://www.google.com/search?q=SANB11) | 1 | | SulAmérica UNIT | [SULA11](https://www.google.com/search?q=SULA11) | 1 | | Tegma ON | [TGMA3](https://www.google.com/search?q=TGMA3) | 1 | | Tim ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 1 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para julho.### Carteira Planner| Empresa | Ticker | Peso (%) | | ----------------- | ------------------------------------------------ | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 20% | | Cia Hering ON | [HGTX3](https://www.google.com/search?q=HGTX3) | 20% | | Klabin S/A UNIT | [KLBN11](https://www.google.com/search?q=KLBN11) | 20% | | Santander BR UNIT | [SANB11](https://www.google.com/search?q=SANB11) | 20% | | Tegma ON | [TGMA3](https://www.google.com/search?q=TGMA3) | 20% |> Carteira Mensal – Julho de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/07/Carteira_Dividendos_Julho_2020.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ------------------- | ------------------------------------------------ | -------- | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 15% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Tim ON | [TIMP3](https://www.google.com/search?q=TIMP3) | 10% | | Grupo CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 10% | | SulAmérica UNIT | [SULA11](https://www.google.com/search?q=SULA11) | 5% |> Carteira Mensal – Julho de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/07/Carteira-Recomendada-10SIM-Julho.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ------------------- | ------------------------------------------------ | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 10% | | Hermes Pardini | [PARD3](https://www.google.com/search?q=PARD3) | 10% | | BR Distribuidora ON | [BRDT3](https://www.google.com/search?q=BRDT3) | 10% | | ETF Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% |> Carteira Mensal – Julho de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/carteira-acoes-julho2020.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | -------------- | ---------------------------------------------- | ------------- | -------- | | Grupo CCR ON | [CCRO3](https://www.google.com/search?q=CCRO3) | 16,51 | 20% | | MRV Engenharia | [MRVE3](https://www.google.com/search?q=MRVE3) | 21,77 | 20% | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 25,01 | 20% | | ISA CTEEP PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 23,16 | 20% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 19,56 | 20% |> Carteira Mensal – Julho de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20JULHO20.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------- | ---------------------------------------------- | ------------- | -------- | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 58,00 | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | CESP PNB | [CESP6](https://www.google.com/search?q=CESP6) | 34,00 | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 17,50 | 10% | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 46,00 | 10% | | EZ TEC ON | [EZTC3](https://www.google.com/search?q=EZTC3) | 44,20 | 10% | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 36,00 | 10% | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 41,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 61,00 | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% |> Top 10 ações XP – Julho de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/carteiras/top-10-acoes-xp-julho-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 7 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 7 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 6 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 5 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 5 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 4 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 3 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 3 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 3 | | Locaweb ON | [LWSA3](https://www.google.com/search?q=LWSA3) | 3 |> 10 ações mais recomendadas – Julho de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoChegamos em julho e as coisas parecem estar mais normais, mesmo em meio a pandemia do covid-19. Estamos voltando a nos acostumar com o **verde** nos gráficos da Ibovespa.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para JunhoAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------- | ---------------------------------------------- | :--------: | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 4 | | Lojas Americanas ON | [LAME4](https://www.google.com/search?q=LAME4) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 2 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 2 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | --------------------- | ------------------------------------------------ | :--------: | | Arezzo ON | [ARZZ3](https://www.google.com/search?q=ARZZ3) | 1 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | BR Distribuidora | [BRDT3](https://www.google.com/search?q=BRDT3) | 1 | | CESP PNB | [CESP6](https://www.google.com/search?q=CESP6) | 1 | | ETF Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 1 | | EZ TEC ON | [EZTC3](https://www.google.com/search?q=EZTC3) | 1 | | Fleury ON | [FLRY3](https://www.google.com/search?q=FLRY3) | 1 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 1 | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 1 | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 1 | | Itau unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 1 | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 1 | | Locamerica ON | [LCAM3](https://www.google.com/search?q=LCAM3) | 1 | | Log ON | [LOGG3](https://www.google.com/search?q=LOGG3) | 1 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 1 | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 1 | | P. Acucar - CBD ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 1 | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 1 | | Raia Drogasil ON | [RADL3](https://www.google.com/search?q=RADL3) | 1 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 1 | | Sanepar PN | [SAPR11](https://www.google.com/search?q=SAPR11) | 1 | | Santander Brasil UNIT | [SANB11](https://www.google.com/search?q=SANB11) | 1 | | São Martinho ON | [SMTO3](https://www.google.com/search?q=SMTO3) | 1 | | SulAmérica UNIT | [SULA11](https://www.google.com/search?q=SULA11) | 1 | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 1 | | Telefônica Brasil PN | [VIVT4](https://www.google.com/search?q=VIVT4) | 1 | | Ultrapar ON | [UGPA3](https://www.google.com/search?q=UGPA3) | 1 | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para junho.### Carteira Planner| Empresa | Ticker | Peso (%) | | --------------------- | ------------------------------------------------ | -------- | | Locamerica ON | [LCAM3](https://www.google.com/search?q=LCAM3) | 10% | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 10% | | Sanepar PN | [SAPR11](https://www.google.com/search?q=SAPR11) | 10% | | São Martinho ON | [SMTO3](https://www.google.com/search?q=SMTO3) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Arezzo ON | [ARZZ3](https://www.google.com/search?q=ARZZ3) | 10% | | Fleury ON | [FLRY3](https://www.google.com/search?q=FLRY3) | 10% | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 10% | | Santander Brasil UNIT | [SANB11](https://www.google.com/search?q=SANB11) | 10% | | Ultrapar ON | [UGPA3](https://www.google.com/search?q=UGPA3) | 10% |> Carteira Mensal – Junho de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/06/Carteira-Mensal_Junho-2020.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | -------------------- | ------------------------------------------------ | -------- | | Lojas Americanas ON | [LAME4](https://www.google.com/search?q=LAME4) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | SulAmérica UNIT | [SULA11](https://www.google.com/search?q=SULA11) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Telefônica Brasil PN | [VIVT4](https://www.google.com/search?q=VIVT4) | 10% | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | P. Acucar - CBD ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 5% |> Carteira Mensal – Junho de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/06/Carteira-Recomendada-10SIM-Junho.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ------------------- | ------------------------------------------------ | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Raia Drogasil ON | [RADL3](https://www.google.com/search?q=RADL3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 10% | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 10% | | BR Distribuidora | [BRDT3](https://www.google.com/search?q=BRDT3) | 10% | | ETF Small Caps UNIT | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% |> Carteira Mensal – Junho de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/2020/06/carteiras_acoes_junho20.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------- | ---------------------------------------------- | ------------- | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 60,58 | 20% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 13,42 | 20% | | Lojas Americanas ON | [LAME4](https://www.google.com/search?q=LAME4) | 33,69 | 20% | | Log ON | [LOGG3](https://www.google.com/search?q=LOGG3) | 29,13 | 20% | | Itau unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 26,25 | 20% |> Carteira Mensal – Junho de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20DE%20JUNHO.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------- | ---------------------------------------------- | ------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | CESP PNB | [CESP6](https://www.google.com/search?q=CESP6) | 34,00 | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 35,00 | 10% | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 47,00 | 10% | | EZ TEC ON | [EZTC3](https://www.google.com/search?q=EZTC3) | 44,20 | 10% | | Lojas Americanas ON | [LAME4](https://www.google.com/search?q=LAME4) | 36,00 | 10% | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 41,00 | 10% | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 47,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 61,00 | 10% | | Vivara ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% |> Top 10 ações XP – Junho de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/carteiras/top-10-acoes-xp-junho-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | :--------: | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 9 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 7 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 5 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 5 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 4 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 4 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 4 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 4 | | WEG ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 3 | | BRF S.A. ON | [BRFS3](https://www.google.com/search?q=BRFS3) | 3 |> 10 ações mais recomendadas – Junho de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoE entramos no quarto mês, desde a grande bagunça que a COVID-19, causou no Ibovespa. O Cenário parece melhorar no mercado financeiro, mas vamos ver como irá se comportar nesse mês, mediante a incerteza das decisões do governo federal, estadual e municipal.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para MaioAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | -------------------- | ---------------------------------------------- | ---------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 4 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | P. Acucar - CBD ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 2 | | Telefônica Brasil PN | [VIVT4](https://www.google.com/search?q=VIVT4) | 2 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 2 | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ----------------------- | ------------------------------------------------ | :--------: | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | CESP PNB | [CESP6](https://www.google.com/search?q=CESP6) | 1 | | Equatorial ON | [EQTL3](https://www.google.com/search?q=EQTL3) | 1 | | Guararapes ON | [GUAR3](https://www.google.com/search?q=GUAR3) | 1 | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 1 | | IRB Brasil RE ON | [IRBR3](https://www.google.com/search?q=IRBR3) | 1 | | Klabin S.A. UNIT | [KLBN11](https://www.google.com/search?q=KLBN11) | 1 | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 1 | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 1 | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Omega Geração ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 1 | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 1 | | Raia Drogasil ON | [RADL3](https://www.google.com/search?q=RADL3) | 1 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 1 | | Santander BR ON | [SANB11](https://www.google.com/search?q=SANB11) | 1 | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 1 | | Taesa UNIT | [TAEE11](https://www.google.com/search?q=TAEE11) | 1 | | Tegma ON | [TGMA3](https://www.google.com/search?q=TGMA3) | 1 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 1 | | Tupy ON | [TUPY3](https://www.google.com/search?q=TUPY3) | 1 | | Vivara S.A. ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para maio.### Carteira Planner| Empresa | Ticker | Peso (%) | | -------------------- | ------------------------------------------------ | -------- | | Klabin S.A. UNIT | [KLBN11](https://www.google.com/search?q=KLBN11) | 20% | | Santander BR ON | [SANB11](https://www.google.com/search?q=SANB11) | 20% | | Tegma ON | [TGMA3](https://www.google.com/search?q=TGMA3) | 20% | | Telefônica Brasil PN | [VIVT4](https://www.google.com/search?q=VIVT4) | 20% | | Tupy ON | [TUPY3](https://www.google.com/search?q=TUPY3) | 20% |> Carteira Mensal – Maio de 2020 > -- Fonte: Planner > > - [Carteira recomendada - Planner](https://www.planner.com.br/wp-content/uploads/2020/05/Carteira_Dividendos_maio_2020.-2.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | -------------------- | ------------------------------------------------ | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Equatorial ON | [EQTL3](https://www.google.com/search?q=EQTL3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Telefônica Brasil PN | [VIVT4](https://www.google.com/search?q=VIVT4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | P. Acucar - CBD ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 10% | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 10% | | Taesa UNIT | [TAEE11](https://www.google.com/search?q=TAEE11) | 5% |> Carteira Mensal – Maio de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/05/Carteira-Recomendada-10SIM-Maio.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ------------------ | ---------------------------------------------- | -------- | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Raia Drogasil ON | [RADL3](https://www.google.com/search?q=RADL3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Porto Seguro ON | [PSSA3](https://www.google.com/search?q=PSSA3) | 10% | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 10% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 10% | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 10% |> Carteira Mensal – Maio de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/2020/05/carteiras_acoes_maio20.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ----------------------- | ---------------------------------------------- | ------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 54,70 | 20% | | Guararapes ON | [GUAR3](https://www.google.com/search?q=GUAR3) | 20,65 | 20% | | IRB Brasil RE ON | [IRBR3](https://www.google.com/search?q=IRBR3) | 106,45 | 20% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 13,51 | 20% | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 23,95 | 20% |> Carteira Mensal – Maio de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20DE%20MAIO-1.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------ | ---------------------------------------------- | ------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | CESP PNB | [CESP6](https://www.google.com/search?q=CESP6) | 34,00 | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 36,00 | 10% | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 13,00 | 10% | | Omega Geração ON | [OMGE3](https://www.google.com/search?q=OMGE3) | 42,00 | 10% | | P. Acucar - CBD ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 100,00 | 10% | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 41,00 | 10% | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 43,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 61,00 | 10% | | Vivara S.A. ON | [VIVA3](https://www.google.com/search?q=VIVA3) | 30,00 | 10% |> Top 10 ações XP – Maio de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-maio-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 8 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 6 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 6 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 5 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 5 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 4 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 4 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 3 | | WEG ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 3 | | P. Acucar - CBD ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 3 |> 10 ações mais recomendadas – Maio de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoDevido ao `covid-19`, o mês de março foi bem tenso. No mês de abril, o mercado conseguiu se recuperar um pouco na medida do possível. Nesse mês de maio, a esperança é que o mercado consiga ir mais rápido para um cenário de alta. Fica a esperança.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para AbrilAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 4 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ----------------------- | ---------------------------------------------- | :--------: | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 4 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 4 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | GPA ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 2 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 2 | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 2 | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ----------------- | ------------------------------------------------ | :--------: | | Ambev ON | [ABEV3](https://www.google.com/search?q=ABEV3) | 1 | | Carrefour ON | [CRFB3](https://www.google.com/search?q=CRFB3) | 1 | | COPEL PNB N1 | [CPLE6](https://www.google.com/search?q=CPLE6) | 1 | | Engie Brasil ON | [EGIE3](https://www.google.com/search?q=EGIE3) | 1 | | Equatorial ON | [EQTL3](https://www.google.com/search?q=EQTL3) | 1 | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 1 | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 1 | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 1 | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 1 | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 1 | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 1 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 1 | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 1 | | Taesa UNT | [TAEE11](https://www.google.com/search?q=TAEE11) | 1 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para abril.### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ----------------------- | ------------------------------------------------ | -------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 10% | | GPA ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 10% | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 5% | | Multiplan ON | [MULT3](https://www.google.com/search?q=MULT3) | 10% | | Taesa UNT | [TAEE11](https://www.google.com/search?q=TAEE11) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% |> Carteira Mensal – Abril de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/04/Carteira-Recomendada-10SIM-Abril.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ----------------------- | ---------------------------------------------- | -------- | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Banco do Brasiil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 10% | | VALE ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 10% | | Hermes Pardini ON | [PARD3](https://www.google.com/search?q=PARD3) | 10% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 10% | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 10% |> Carteira Mensal – Abril de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/2020/04/carteiras_acoes_abr20.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------ | ---------------------------------------------- | ------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 33,89 | 20% | | Carrefour ON | [CRFB3](https://www.google.com/search?q=CRFB3) | 24,77 | 20% | | Equatorial ON | [EQTL3](https://www.google.com/search?q=EQTL3) | 20,52 | 20% | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 16,81 | 20% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 53,52 | 20% |> Carteira Mensal – Abril de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20DE%20ABRIL-3.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R$) | Peso (%) | | ------------------ | ---------------------------------------------- | ------------- | -------- | | Ambev ON | [ABEV3](https://www.google.com/search?q=ABEV3) | 15,00 | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 43,00 | 10% | | COPEL PNB N1 | [CPLE6](https://www.google.com/search?q=CPLE6) | 65,00 | 10% | | Engie Brasil ON | [EGIE3](https://www.google.com/search?q=EGIE3) | 41,00 | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 36,00 | 10% | | Marfrig ON | [MRFG3](https://www.google.com/search?q=MRFG3) | 13,00 | 10% | | GPA ON | [PCAR3](https://www.google.com/search?q=PCAR3) | 100,00 | 10% | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 41,00 | 10% | | Suzano ON | [SUZB3](https://www.google.com/search?q=SUZB3) | 43,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 61,00 | 10% |> Top 10 ações XP – Abril de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-Abril-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 6 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 6 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 6 | | WEG ON | [WEGE3](https://www.google.com/search?q=WEGE3) | 5 | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 4 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 4 | | Engie Brasil ON | [EGIE3](https://www.google.com/search?q=EGIE3) | 4 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 3 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | Rumo ON | [RAIL3](https://www.google.com/search?q=RAIL3) | 3 |> 10 ações mais recomendadas – Abril de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoO mês de março não foi agradável por causa do COVID-19 e se espera que esse mês de abril, seja bem tenso também no mercado financeiro e no sistema de saúde. Vamos agir com calma, pois tempos dificeis batem a nossa porta.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).## As Ações mais recomendadas para MarçoAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 4 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 3 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 2 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 2 | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 2 | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ----------------------- | ------------------------------------------------ | :--------: | | Ambev ON | [ABEV3](https://www.google.com/search?q=ABEV3) | 1 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 1 | | COPEL PNB | [CPLE6](https://www.google.com/search?q=CPLE6) | 1 | | Cosan ON | [CSAN3](https://www.google.com/search?q=CSAN3) | 1 | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | Eco Rodovias ON | [ECOR3](https://www.google.com/search?q=ECOR3) | 1 | | Even ON | [EVEN3](https://www.google.com/search?q=EVEN3) | 1 | | Fleury ON | [FLRY3](https://www.google.com/search?q=FLRY3) | 1 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 1 | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 1 | | Intermédica ON | [GNDI3](https://www.google.com/search?q=GNDI3) | 1 | | Ishares Small Caps | [SMAL11](https://www.google.com/search?q=SMAL11) | 1 | | RaiaDrogasil ON | [RADL3](https://www.google.com/search?q=RADL3) | 1 | | Sabesp | [SBSP3](https://www.google.com/search?q=SBSP3) | 1 | | Taesa UNT | [TAEE11](https://www.google.com/search?q=TAEE11) | 1 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 1 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para março.### Carteira Modal Mais| Empresa | Ticker | Stop Gain (R/$) | | ---------------- | ---------------------------------------------- | --------------- | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 35,78 | | RaiaDrogasil ON | [RADL3](https://www.google.com/search?q=RADL3) | 131,78 | | Intermédica ON | [GNDI3](https://www.google.com/search?q=GNDI3) | 71,98 | | Fleury ON | [FLRY3](https://www.google.com/search?q=FLRY3) | 34,18 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 61,48 |> Carteira Mensal – Março de 2020 > -- Fonte: Modal Mais > > - [Carteira recomendada - Modal Mais](https://www.modalmais.com.br/carteira-recomendada) > -->### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | --------------- | ---------------------------------------------- | -------- | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 15% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 10% | | Cosan ON | [CSAN3](https://www.google.com/search?q=CSAN3) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | Sabesp ON | [SBSP3](https://www.google.com/search?q=SBSP3) | 10% | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Março de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/03/Carteira-Recomendada-BTG-Pactual-10SIM-Mar%C3%A7o.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ----------------------- | ------------------------------------------------ | -------- | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Even ON | [EVEN3](https://www.google.com/search?q=EVEN3) | 10% | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 10% | | Ishares Small Caps | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 10% | | Oi ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 10% |> Carteira Mensal – Março de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/2020/03/carteiras_acoes_mar20.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | ---------------- | ------------------------------------------------ | -------------- | -------- | | Ambev ON | [ABEV3](https://www.google.com/search?q=ABEV3) | 17,91 | 20% | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 37,75 | 20% | | Movida ON | [MOVI3](https://www.google.com/search?q=MOVI3) | 21,87 | 20% | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 31,49 | 20% | | Taesa UNT | [TAEE11](https://www.google.com/search?q=TAEE11) | 35,05 | 20% |> Carteira Mensal – Março de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20DE%20MARCO-1.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | ------------------ | ---------------------------------------------- | -------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 61,00 | 10% | | COPEL PNB | [CPLE6](https://www.google.com/search?q=CPLE6) | 78,00 | 10% | | Cyrela ON | [CYRE3](https://www.google.com/search?q=CYRE3) | 35,40 | 10% | | Eco Rodovias ON | [ECOR3](https://www.google.com/search?q=ECOR3) | 17,00 | 10% | | Iguatemi ON | [IGTA3](https://www.google.com/search?q=IGTA3) | 58,00 | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 39,00 | 10% | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 66,00 | 10% | | Localiza ON | [RENT3](https://www.google.com/search?q=RENT3) | 62,00 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 64,00 | 10% | | Via Varejo On | [VVAR3](https://www.google.com/search?q=VVAR3) | 17,00 | 10% |> Top 10 ações XP – Março de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-marco-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Itaú Unibanco PN | [ITUB4](https://www.google.com/search?q=ITUB4) | 5 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 4 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 4 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 4 | | YDUQS ON | [YDUQ3](https://www.google.com/search?q=YDUQ3) | 4 | | Petrobras PN | [PETR4](https://www.google.com/search?q=PETR4) | 3 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Bradesco PN | [BBDC4](https://www.google.com/search?q=BBDC4) | 3 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 3 | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 3 |> 10 ações mais recomendadas – Março de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoEsse mês será preocupante com a chegada do COVID-19 no Brasil. Vamos ver como o mercado irá reagir. Já temos que esperar um cenário bem ruim.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para FevereiroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | ------------------ | ---------------------------------------------- | ---------- | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 4 | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 2 | | Localiza | [RENT3](https://www.google.com/search?q=RENT3) | 2 | | EcoRodovias ON | [ECOR3](https://www.google.com/search?q=ECOR3) | 2 | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | ----------------------- | ------------------------------------------------ | :--------: | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 1 | | Banco ABC PN | [ABCB4](https://www.google.com/search?q=ABCB4) | 1 | | Bradespar PN | [BRAP4](https://www.google.com/search?q=BRAP4) | 1 | | BR Properties ON | [BRPR3](https://www.google.com/search?q=BRPR3) | 1 | | CEMIG PN | [CMIG4](https://www.google.com/search?q=CMIG4) | 1 | | COPASA | [CSMG3](https://www.google.com/search?q=CSMG3) | 1 | | Cyrela | [CYRE3](https://www.google.com/search?q=CYRE3) | 1 | | Even ON | [EVEN3](https://www.google.com/search?q=EVEN3) | 1 | | Ferbasa PN | [FESA4](https://www.google.com/search?q=FESA4) | 1 | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 1 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 1 | | Iguatemi | [IGTA3](https://www.google.com/search?q=IGTA3) | 1 | | Iochpe-Maxion ON | [MYPK3](https://www.google.com/search?q=MYPK3) | 1 | | Ishares Small Caps FII | [SMAL11](https://www.google.com/search?q=SMAL11) | 1 | | Itaúsa PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 1 | | Sabesp ON | [SBSP3](https://www.google.com/search?q=SBSP3) | 1 | | TAESA FII | [TAEE11](https://www.google.com/search?q=TAEE11) | 1 | | Tenda ON | [TEND3](https://www.google.com/search?q=TEND3) | 1 | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 1 | | Vivara | [VIVA3](https://www.google.com/search?q=VIVA3) | 1 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 1 | | XP Corporate Macaé FII | [XPCM11](https://www.google.com/search?q=XPCM11) | 1 | | YDUQS ON | [YDUQ3](https://www.google.com/search?q=YDUQ3) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para fevereiro.### Carteira Banrisul Corretora| Empresa | Ticker | Peso (%) | | ----------------------- | ------------------------------------------------ | -------- | | XP Corporate Macaé FII | [XPCM11](https://www.google.com/search?q=XPCM11) | 13% | | Ferbasa PN | [FESA4](https://www.google.com/search?q=FESA4) | 12% | | Iochpe-Maxion ON | [MYPK3](https://www.google.com/search?q=MYPK3) | 11% | | Bradespar PN | [BRAP4](https://www.google.com/search?q=BRAP4) | 10% | | Transmissão Paulista PN | [TRPL4](https://www.google.com/search?q=TRPL4) | 10% | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | CEMIG PN | [CMIG4](https://www.google.com/search?q=CMIG4) | 9% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 9% | | Banco ABC PN | [ABCB4](https://www.google.com/search?q=ABCB4) | 8% | | COPASA | [CSMG3](https://www.google.com/search?q=CSMG3) | 8% |> Carteira Mensal – Fevereiro de 2020 > -- Fonte: Banrisul Corretora > > - [Carteira recomendada - Banrisul Corretora](https://www.banrisulcorretora.com.br/lxa/link/midias/4102_Carteira_Recomendada_Fevereiro-20.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | ---------------- | ---------------------------------------------- | -------- | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 15% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 15% | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 10% | | Localiza | [RENT3](https://www.google.com/search?q=RENT3) | 10% | | Gerdau PN | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | TOTVS ON | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | BR Properties ON | [BRPR3](https://www.google.com/search?q=BRPR3) | 5% | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Fevereiro de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/02/Carteira-Recomendada-10SIM-Janeiro.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | ---------------------- | ------------------------------------------------ | -------- | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Even ON | [EVEN3](https://www.google.com/search?q=EVEN3) | 10% | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 10% | | Ishares Small Caps FII | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% | | Sabesp ON | [SBSP3](https://www.google.com/search?q=SBSP3) | 10% | | OI ON | [OIBR3](https://www.google.com/search?q=OIBR3) | 10% |> Carteira Mensal – Fevereiro de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/2020/02/carteiras_acoes_fev20.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | -------------- | ------------------------------------------------ | -------------- | -------- | | EcoRodovias ON | [ECOR3](https://www.google.com/search?q=ECOR3) | 19,25 | 20% | | Tenda ON | [TEND3](https://www.google.com/search?q=TEND3) | 39,20 | 20% | | Itaúsa PN | [ITSA4](https://www.google.com/search?q=ITSA4) | 14,35 | 20% | | TAESA FII | [TAEE11](https://www.google.com/search?q=TAEE11) | 35,78 | 20% | | YDUQS ON | [YDUQ3](https://www.google.com/search?q=YDUQ3) | 26,50 | 20% |> Carteira Mensal – Fevereiro de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20FEVEREIRO-1.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | ------------------ | ---------------------------------------------- | -------------- | -------- | | Banco do Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 61,00 | 10% | | Cyrela | [CYRE3](https://www.google.com/search?q=CYRE3) | 35,40 | 10% | | EcoRodovias ON | [ECOR3](https://www.google.com/search?q=ECOR3) | 17,00 | 10% | | Iguatemi | [IGTA3](https://www.google.com/search?q=IGTA3) | 58,00 | 10% | | JBS ON | [JBSS3](https://www.google.com/search?q=JBSS3) | 39,00 | 10% | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | /*/* | 10% | | Localiza | [RENT3](https://www.google.com/search?q=RENT3) | 49,50 | 10% | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 64,00 | 10% | | Vivara | [VIVA3](https://www.google.com/search?q=VIVA3) | 38,00 | 10% | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 17,00 | 10% |/*/* A empresa se encontra restrita para cobertura por determinação da nossa área de Compliance> Top 10 ações XP – Fevereiro de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-fevereiro-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | ------------------- | ---------------------------------------------- | ---------- | | Magazine Luiza ON | [MGLU3](https://www.google.com/search?q=MGLU3) | 7 | | Via Varejo ON | [VVAR3](https://www.google.com/search?q=VVAR3) | 4 | | Petrobrás PN | [PETR4](https://www.google.com/search?q=PETR4) | 3 | | Vale ON | [VALE3](https://www.google.com/search?q=VALE3) | 3 | | Lojas Renner ON | [LREN3](https://www.google.com/search?q=LREN3) | 3 | | Lojas Americanas PN | [LAME4](https://www.google.com/search?q=LAME4) | 3 | | Brasil ON | [BBAS3](https://www.google.com/search?q=BBAS3) | 2 | | B3 ON | [B3SA3](https://www.google.com/search?q=B3SA3) | 2 | | Cogna ON | [COGN3](https://www.google.com/search?q=COGN3) | 2 | | Hapvida ON | [HAPV3](https://www.google.com/search?q=HAPV3) | 2 |> 10 ações mais recomendadas – Fevereiro de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoEstamos vendo mais uma vez que a Petrobrás (**PETR4**), está sendo fortemente recomendada nesse ano. O grande desafio do momento para o mercado é superar a influência negativa que o Corona Vírus está exercendo.As ações da Petrobrás (**PETR4**), já caíram R/$ 5,00 até o momento dessa publicação. Sendo uma oportunidade para quando o mercado voltar a normalidade.
A maioria, senão todas as corretas, fazem sua sugestão com base na boa performance da **carteira** em médio prazo. Portanto, não é uma recomendação por ação, e sim, carteira(conjunto).Esse artigo não tem a intenção de fazer recomendações de entrada ou saída no mercado financeiro. Os dados apresentados são para acompanhar as recomendações das corretoras/bancos/casas de análise e analisar o comportamento do mercado com as principais ações do momento.## As Ações mais recomendadas para JaneiroAbaixo, estou listando as ações mais recomendadas nas carteiras sugeridas por 5 corretoras/bancos/casas de análise, que se encontra na parte de **Carteiras recomendadas** deste artigo.Em caso de empate de indicações, a ordem seguirá pelo valor da ação no momento da publicação deste artigo.| Empresa | Ticker | Indicações | | --------------- | ---------------------------------------------- | ---------- | | Petrobrás | [PETR4](https://www.google.com/search?q=PETR4) | 4 | | Banco do Brasil | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | JBS | [JBSS3](https://www.google.com/search?q=JBSS3) | 3 | | Sabesp | [SBSP3](https://www.google.com/search?q=SBSP3) | 2 | | Lojas Renner | [LREN3](https://www.google.com/search?q=LREN3) | 2 | | Localiza | [RENT3](https://www.google.com/search?q=RENT3) | 2 | | Vale | [VALE3](https://www.google.com/search?q=VALE3) | 2 | | Oi | [OIBR3](https://www.google.com/search?q=OIBR3) | 2 |As demais que foram indicadas (por ordem alfabética):| Empresa | Ticker | Indicações | | -------------------- | ------------------------------------------------ | :--------: | | Alpargatas S.A. | [ALPA4](https://www.google.com/search?q=ALPA4) | 1 | | Banco ABC | [ABCB4](https://www.google.com/search?q=ABCB4) | 1 | | Bradesco | [BBDC4](https://www.google.com/search?q=BBDC4) | 1 | | Bradespar | [BRAP4](https://www.google.com/search?q=BRAP4) | 1 | | BR Properties | [BRPR3](https://www.google.com/search?q=BRPR3) | 1 | | BTG Pactual | [BPAC11](https://www.google.com/search?q=BPAC11) | 1 | | CEMIG | [CMIG4](https://www.google.com/search?q=CMIG4) | 1 | | COPASA | [CSMG3](https://www.google.com/search?q=CSMG3) | 1 | | CSN | [CSNA3](https://www.google.com/search?q=CSNA3) | 1 | | EcoRodovias | [ECOR3](https://www.google.com/search?q=ECOR3) | 1 | | EZ TEC | [EZTC3](https://www.google.com/search?q=EZTC3) | 1 | | Ferbasa | [FESA4](https://www.google.com/search?q=FESA4) | 1 | | Iguatemi | [IGTA3](https://www.google.com/search?q=IGTA3) | 1 | | Iochpe-Maxion | [MYPK3](https://www.google.com/search?q=MYPK3) | 1 | | Gerdau | [GGBR4](https://www.google.com/search?q=GGBR4) | 1 | | Rumo | [RAIL3](https://www.google.com/search?q=RAIL3) | 1 | | Via Varejo | [VVAR3](https://www.google.com/search?q=VVAR3) | 1 | | TIM | [TIMP3](https://www.google.com/search?q=TIMP3) | 1 | | TOTVS | [TOTS3](https://www.google.com/search?q=TOTS3) | 1 | | Transmissão Paulista | [TRPL4](https://www.google.com/search?q=TRPL4) | 1 | | XP Corporate Macaé | [XPCM11](https://www.google.com/search?q=XPCM11) | 1 |## Carteiras recomendadasCarteiras recomendadas por algumas corretoras, bancos e casas de análise para janeiro.### Carteira Banrisul Corretora| Empresa | Ticker | Peso (%) | | -------------------- | ------------------------------------------------ | -------- | | Ferbasa | [FESA4](https://www.google.com/search?q=FESA4) | 12% | | XP Corporate Macaé | [XPCM11](https://www.google.com/search?q=XPCM11) | 12% | | Iochpe-Maxion | [MYPK3](https://www.google.com/search?q=MYPK3) | 11% | | Bradespar | [BRAP4](https://www.google.com/search?q=BRAP4) | 11% | | CEMIG | [CMIG4](https://www.google.com/search?q=CMIG4) | 10% | | Transmissão Paulista | [TRPL4](https://www.google.com/search?q=TRPL4) | 10% | | Banco ABC | [ABCB4](https://www.google.com/search?q=ABCB4) | 9% | | TIM | [TIMP3](https://www.google.com/search?q=TIMP3) | 9% | | COPASA | [CSMG3](https://www.google.com/search?q=CSMG3) | 8% | | Banco do Brasil | [BBAS3](https://www.google.com/search?q=BBAS3) | 8% |> Carteira Mensal – Janeiro de 2020 > -- Fonte: Banrisul Corretora > > - [Carteira recomendada - Banrisul Corretora](https://www.banrisulcorretora.com.br/lxa/link/midias/3834_Carteira_Recomendada_Janeiro-20.pdf) > ### Carteira BTG Pactual| Empresa | Ticker | Peso (%) | | --------------- | ---------------------------------------------- | -------- | | Petrobrás | [PETR4](https://www.google.com/search?q=PETR4) | 15% | | Banco do Brasil | [BBAS3](https://www.google.com/search?q=BBAS3) | 15% | | Lojas Renner | [LREN3](https://www.google.com/search?q=LREN3) | 10% | | JBS | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Rumo | [RAIL3](https://www.google.com/search?q=RAIL3) | 10% | | Localiza | [RENT3](https://www.google.com/search?q=RENT3) | 10% | | Gerdau | [GGBR4](https://www.google.com/search?q=GGBR4) | 10% | | TOTVS | [TOTS3](https://www.google.com/search?q=TOTS3) | 10% | | BR Properties | [BRPR3](https://www.google.com/search?q=BRPR3) | 5% | | Oi | [OIBR3](https://www.google.com/search?q=OIBR3) | 5% |> Carteira Mensal – Janeiro de 2020 > -- Fonte: BTG Pactual > > - [Carteira recomendada - BTG Pactual](https://www.btgpactualdigital.com/wp-content/uploads/2020/01/Carteira-Recomendada-10SIM-BTG-Pactual-Janeiro.pdf) > ### Carteira Necton| Empresa | Ticker | Peso (%) | | --------------- | ------------------------------------------------ | -------- | | Petrobrás | [PETR4](https://www.google.com/search?q=PETR4) | 10% | | Banco do Brasil | [BBAS3](https://www.google.com/search?q=BBAS3) | 10% | | JBS | [JBSS3](https://www.google.com/search?q=JBSS3) | 10% | | Hermes Pardini | [PARD3](https://www.google.com/search?q=PARD3) | 10% | | Vale | [VALE3](https://www.google.com/search?q=VALE3) | 10% | | Even | [EVEN3](https://www.google.com/search?q=EVEN3) | 10% | | Hapvida | [HAPV3](https://www.google.com/search?q=HAPV3) | 10% | | ETF Small Caps | [SMAL11](https://www.google.com/search?q=SMAL11) | 10% | | Sabesp | [SBSP3](https://www.google.com/search?q=SBSP3) | 10% | | Oi | [OIBR3](https://www.google.com/search?q=OIBR3) | 10% |> Carteira Mensal – Janeiro de 2020 > -- Fonte: Necton > > - [Carteira recomendada - Necton](https://www.necton.com.br/wp-content/uploads/2020/01/carteiras_recomendadas_de_acoes_JANEIRO.pdf) > ### Carteira Toro investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | --------------- | ------------------------------------------------ | -------------- | -------- | | Alpargatas S.A. | [ALPA4](https://www.google.com/search?q=ALPA4) | 37,20 | 20% | | BTG Pactual | [BPAC11](https://www.google.com/search?q=BPAC11) | 88,90 | 20% | | CSN | [CSNA3](https://www.google.com/search?q=CSNA3) | 15,99 | 20% | | Sabesp | [SBSP3](https://www.google.com/search?q=SBSP3) | 69,90 | 20% | | Petrobrás | [PETR4](https://www.google.com/search?q=PETR4) | 33,55 | 20% |> Carteira Mensal – Janeiro de 2020 > -- Fonte: Toro Investimentos > > - [Carteira recomendada - Toro Ivestimentos](https://artigos.toroinvestimentos.com.br/hubfs/carteira-medio-prazo/CARTEIRA%20MENSAL%20JANEIRO.pdf) > ### Carteira XP Investimentos| Empresa | Ticker | Objetivo (R/$) | Peso (%) | | ------------ | ---------------------------------------------- | -------------- | -------- | | Bradesco | [BBDC4](https://www.google.com/search?q=BBDC4) | 45,00 | 10% | | EZ TEC | [EZTC3](https://www.google.com/search?q=EZTC3) | 59,50 | 10% | | EcoRodovias | [ECOR3](https://www.google.com/search?q=ECOR3) | 17,00 | 10% | | Iguatemi | [IGTA3](https://www.google.com/search?q=IGTA3) | 58,00 | 10% | | JBS | [JBSS3](https://www.google.com/search?q=JBSS3) | 39,00 | 10% | | Lojas Renner | [LREN3](https://www.google.com/search?q=LREN3) | 64,00 | 10% | | Petrobrás | [PETR4](https://www.google.com/search?q=PETR4) | /*/* | 10% | | Localiza | [RENT3](https://www.google.com/search?q=RENT3) | 49,50 | 10% | | Vale | [VALE3](https://www.google.com/search?q=VALE3) | 68,00 | 10% | | Via Varejo | [VVAR3](https://www.google.com/search?q=VVAR3) | 12,00 | 10% |/*/*A empresa se encontra restrita para cobertura por determinação da nossa área de Compliance> Top 10 ações XP – Janeiro de 2020 > -- Fonte: XP Investimentos > > - [Carteira recomendada - XP Ivestimento](https://conteudos.xpi.com.br/acoes/analises-fundamentalistas/carteiras/top-10-acoes-xp-janeiro-de-2020/) > ## Bônus### Carteira ValorA Carteira Valor é formada pelas 10 ações mais recomendadas pelas corretoras participantes, selecionadas a partir da indicação mensal de cinco papéis por instituição.| Empresa | Ticker | Indicações | | --------------- | ---------------------------------------------- | ---------- | | Petrobrás | [PETR4](https://www.google.com/search?q=PETR4) | 8 | | P. Açúcar | [PCAR4](https://www.google.com/search?q=PCAR4) | 5 | | Vale | [VALE3](https://www.google.com/search?q=VALE3) | 4 | | Magazine Luiza | [MGLU3](https://www.google.com/search?q=MGLU3) | 4 | | CVC Brasil | [CVCB3](https://www.google.com/search?q=CVCB3) | 3 | | B3 | [B3SA3](https://www.google.com/search?q=B3SA3) | 3 | | Banco do Brasil | [BBAS3](https://www.google.com/search?q=BBAS3) | 3 | | Via Varejo | [VVAR3](https://www.google.com/search?q=VVAR3) | 2 | | Itaú Unibanco | [ITUB4](https://www.google.com/search?q=ITUB4) | 2 | | Bradesco | [BBDC4](https://www.google.com/search?q=BBDC4) | 2 |> 10 ações mais recomendadas – Janeiro de 2020 > -- Fonte: Valor Econômico > > - [Carteira recomendada - Valor Econômico](https://valor.globo.com/valor-data/carteira-valor/) > ## ConclusãoAvaliando as indicações e relatórios, fica bem nítido que a **PETR4** foi fortemente indicada para o mês de Janeiro.Ainda trabalhando no formato desse relatório mensal, para que seja apresentado da melhor forma.