Atualização Junho 2012
Autor: Fernanda | Publicado: 2012-06-29T20:04:00-07:00


Aí vai a atualização de junho.

Após receber altíssimos dividendos desde 2010, vendi as ELPL4 com um bom lucro (considerando os dividendos) e comprei:

400 &nbsp; BRFS3
1200 DOHL4
100 &nbsp; VIVT4
100 &nbsp; VIVT3

Recebi R$ 474,25 em proventos.

Possuo R$ 474,25 provisionados da CMIG3.


AÇÃO &nbsp; &nbsp; &nbsp;QUANTIDADE &nbsp; &nbsp; &nbsp; &nbsp; VALOR TOTAL &nbsp; &nbsp;PARTICIPAÇÃO (%)



LREN3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;800 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ 45.080,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;15,74%
NATU3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 700 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; R$ 32.900,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 11,49%
VIVT4 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 600 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ 29.988,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 10,47%
IGTA3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 705 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ 29.257,50 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 10,22%
AMBV3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;403 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; R$ 25.441,39 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 8,89%
BRFS3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;600 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; R$ 24.312,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 8,49%
ETER3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 2046 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ 22.485,54 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 7,85%
CSNA3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 1900 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ 21.622,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;7,55%
CMIG3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 625 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; R$ 19.875,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 6,49%
CGRA4 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 968 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ 13.726,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;4,79%
VIVT3 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 227 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ &nbsp;10.351,20 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;3,62%
ITSA4 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;880 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ &nbsp; 7.480,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;2,61%
DOHL4 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 1200 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ &nbsp; 3.816,00 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1,33%


TOTAL &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; R$ 286.334,87 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100,00%


RENDA FIXA &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; R$ 65.307,60

DIV Provisionados &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; R$ &nbsp; 474,25

TOTAL: &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;R$ 352.116,72


Empresas interessantes para compra, na minha opinião:

Sid Nacional
Brasil Foods
Technos
Grazziotin
Vivo

Empresas cujo preço não está nem bom nem ruim:

Iguatemi
Tractebel
Renner
Cemig

Muitas empresas caíram muito nos últimos meses, mas são, em sua maioria, porcarias que servem apenas para especular. E como não sou especuladora, prefiro me manter afastada pelo menos até que a relação risco x retorno seja MUITO vantajosa.

Enquanto isso, Ambev, Souza Cruz, Ultrapar, Natura, Tegma e outras jóias da coroa seguem custando o olho da cara.

Bjos.