Veja as ações mais recomendadas para dezembro de 2023, com 33 carteiras. Vale (VALE3) desponta como um dos papéis mais citados por casas, corretoras e plataformas de análise de investimentos.
Confira a íntegra das carteiras recomendadas de cada portfólio:
Ágora Investimentos – Arrojada: Banco do Brasil (BBAS3), EcoRodovias (ECOR3), Iguatemi (IGTI11), Sabesp (SBSP3) e Tim (TIMS3).
Ágora Investimentos – Top 10: Carrefour (CRFB3), Copel (CPLE6), EcoRodovias (ECOR3), Itaú (ITUB4), JBS (JBSS3), Localiza (RENT3), Natura (NTCO3), Prio (PRIO3), Sabesp (SBSP3), Vale (VALE3).
Ativa Investimentos – Momento: EzTec (EZTC3), GPS (GGPS3), Mercado Livre (MELI34), Sabesp (SBSP3) e Vibra (VBBR3).
Ativa Investimentos – Strategy: Ambev (ABEV3), Bradesco (BBDC4), Copel (CPLE6), Hapvida (HAPV3), Itaú (ITUB4), Lojas Renner (LREN3), Mercado Livre (MELI34), Petrobras (PETR4), Prio (PRIO3), Sabesp (SBSP3), Suzano (SUZB3), Tim (TIMS3), Vale (VALE3), Vibra (VBBR3) e XP (XPBR31).
BB Investimentos – Carteira 5+: CSN Mineração (CMIN3), Klabin (KLBN11), Locaweb (LWSA3), Suzano (SUZB3) e Vamos (VAMO3).
BB Investimentos – Fundamentalista: BTG Pactual (BPAC11), Gerdau (GGBR4), Isa CTEEP (TRPL4), Itaú (ITUB4), Klabin (KLBN11), Multiplan (MULT3), Petrobras (PETR4), Raia Drogasil (RADL3), Vale (VALE3) e WEG (WEGE3).
BTG Pactual – 10SIM: Banco do Brasil (BBAS3), Eletrobras (ELET3), Embraer (EMBR3), Equatorial (EQTL3), Itaú (ITUB4), Localiza (RENT3), Mercado Livre (MELI34), Petrobras (PETR4), Vale (VALE3) e Vibra (VBBR3).
CM Capital: Alliar (AALR3), Eletrobras (ELET6), Itaú (ITUB4), Suzano (SUZB3) e Telefônica Brasil – Vivo (VIVT3).
Empiricus Investimentos: 3R (RRRP3), Arezzo (ARZZ3), BR Partners (BRBI11), Direcional (DIRR3), Equatorial (EQTL3), Grupo SBF (SBFG3), Iguatemi (IGTI11), Itaú (ITUB4), Localiza (RENT3) e WEG (WEGE3).
EQI Research: Assaí (ASAI3), B3 (B3SA3), Cyrela (CYRE3), Itaú (ITUB4), Localiza (RENT3), Minerva (BEEF3), Petrobras (PETR4), Prio (PRIO3), Vamos (VAMO3) e WEG (WEGE3).
Genial Investimentos – Ibovespa 5+: Energisa (ENGI11), Hapvida (HAPV3), Prio (PRIO3), Vale (VALE3) e Yduqs (YDUQ3).
Genial Investimentos: Azul (AZUL4), Energisa (ENGI11), Gerdau (GGBR4), Hapvida (HAPV3), Iguatemi (IGTI11), Neoenergia (NEOE3), Prio (PRIO3), Raízen (RAIZ4), Vale (VALE3) e Yduqs (YDUQ3).
Guide Investimentos – Top Picks: Aliansce Sonae (ALSO3), BTG Pactual (BPAC11), Cosan (CSAN3), EcoRodovias (ECOR3), Embraer (EMBR3), Grupo SBF (SBFG3), Rede D’Or (RDOR3), Sabesp (SBSP3), Vale (VALE3) e Yduqs (YDUQ3).
Guide Investimentos – Valor: Allos (ALOS3), Embraer (EMBR3), Localiza (RENT3), Sabesp (SBSP3) e Yduqs (YDUQ3).
Inter Research: B3 (B3SA3), BTG Pactual (BPAC11), Cosan (CSAN3), Equatorial (EQTL3), Itaú (ITUB4), Multiplan (MULT3), Petrobras (PETR4), Vale (VALE3), Vivara (VIVA3) e WEG (WEGE3).
Itaú BBA – Top 5: Cyrela (CYRE3), Nubank (NUBR3), Prio (PRIO3), Sabesp (SBSP3) e SLC Agrícola (SLCE3).
Itaú BBA: Aliansce Sonae (ALSO3), Caixa Seguridade (CXSE3), Cogna (COGN3), Cyrela (CYRE3), Direcional (DIRR3), Equatorial (EQTL3), Hapvida (HAPV3), JBS (JBSS3), Kinea Índice de Preços (KNIP11), Localiza (RENT3), Nubank (ROXO34), Prio (PRIO3), Randon (RAPT4), Rumo (RAIL3), Suzano (SUZB3), Totvs (TOTS3), Track e Field (TFCO4), Vale (VALE3) e Vivara (VIVA3).
Mirae Asset: Ambev (ABEV3), Assaí (ASAI3), BB Seguridade (BBSE3), BTG Pactual (BPAC11), Cury (CURY3), Iguatemi (IGTI11), Multiplan (MULT3), Petrobras (PETR4), Prio (PRIO3) e Vale (VALE3).
ModalMais: Ambev (ABEV3), CSN Mineração (CMIN3), JBS (JBSS3), Porto (PSSA3) e Ultrapar (UGPA4).
MyCap Investimentos – Top 10: Cosan (CSAN3), Eletrobras (ELET3), Gerdau (GGBR4), Intelbras (INTB3), Minerva (BEEF3), Multiplan (MULT3), Prio (PRIO3), Randoncorp (RAPT4), Simpar (SIMH3) e WEG (WEGE3).
MyCap Investimentos – Valor: Cosan (CSAN3), Eletrobras (ELET3), Minerva (BEEF3), Multiplan (MULT3) e Simpar (SIMH3).
Nova Futura Investimentos: Ambev (ABEV3), BTG Pactual (BPAC11), CCR (CCRO3), Cyrela (CYRE3), Itaú (ITUB4), JBS (JBSS3), Lojas Renner (LREN3), Vale (VALE3), Vivo (VIVT3) e WEG (WEGE3).
Órama Investimentos – Top Picks: Assaí (ASAI3), Prio (PRIO3), Rede D’Or (RDOR3), Vale (VALE3) e Vivara (VIVA3).
PagBank – SuperPag: Assaí (ASAI3), Copel (CPLE6), Direcional (DIRR3), Itaú (ITUB4), Movida (MOVI3), Prio (PRIO3), Tim (TIMS3), Totvs (TOTS3), Vale (VALE3) e Vivara (VIVA3).
PagBank – Top 5: Itaú (ITUB4), Movida (MOVI3), Prio (PRIO3), Vale (VALE3) e Vivara (VIVA3).
Planner Investimentos: Arezzo (ARZZ3), BB Seguridade (BBSE3), Direcional (DIRR3), OdontoPrev (ODPV3), Prio (PRIO3), São Martinho (SMTO3), SLC Agrícola (SLCE3), Taesa (TAEE11), Vivo (VIVT3) e WEG (WEGE3).
RB Investimentos: Aliansce Sonae (ALSO3), BTG Pactual (BPAC11), Direcional (DIRR3), Embraer (EMBR3), Engie (EGIE3), Equatorial (EQTL3), Fleury (FLRY3), Iguatemi (IGTI11), Itaú (ITUB4), Minerva (BEEF3), Plano e Plano (PLPL3), Priner (PRNR3), Prio (PRIO3), Raia Drogasil (RADL3), São Martinho (SMTO3), SmartFit (SMFT3), Track e Field (TFCO4) e Vale (VALE3).
Rico: Banco ABC (ABCB4), Banco do Brasil (BBAS3), BB Seguridade (BBSE3), Bradespar (BRAP4), CPFL Energia (CPFE3), Lavvi (LAVV3), Minerva (BEEF3), Petrobras (PETR4), PetroRecôncavo (RECV3) e Trisul (TRIS3).
Safra: Cyrela (CYRE3), EcoRodovias (ECOR3), Eletrobras (ELET3), Hapvida (HAPV3), Iguatemi (IGTI11), Itaú (ITUB4), Lojas Renner (LREN3), Petrobras (PETR4), Prio (PRIO3) e Vale (VALE3).
Santander: Banco do Brasil (BBAS3), Equatorial (EQTL3), Itaú (ITUB4), Localiza (RENT3), Petrobras (PETR3), Rumo (RAIL3), Totvs (TOTS3), Vale (VALE3), Vibra (VBBR3), e Vivara (VIVA3).
Terra Investimentos: 3R Petroleum (RRRP3), B3 (B3SA3), Bradesco (BBDC4), Cyrela (CYRE3), Eletrobras (ELET3), Gerdau (GGBR4), Hypera (HYPE3), Localiza (RENT3), Lojas Renner (LREN3) e Vale (VALE3).
Toro Investimentos: 3R Petroleum (RRRP3), Arezzo (ARZZ3), Banco do Brasil (BBAS3), BTG Pactual (BPAC11), Hapvida (HAPV3), JBS (JBSS3), Lavvi (LAVV3), Localiza (RENT3), Lojas Renner (LREN3), Multiplan (MULT3), Sabesp (SBSP3), Suzano (SUZB3), Vale (VALE3) e Vivara (VIVA3).
Warren Investimentos: Arezzo (ARZZ3), Armac (ARML3), Banco ABC Brasil (ABCB4), BR Partners (BRBI11), Copel (CPLE6), Engie (EGIE3), Equatorial (EQTL3), Itaú (ITUB4), JBS (JBSS3), PetroRecôncavo (RECV3), Porto (PSSA3), Prio (PRIO3), Suzano (SUZB3), Vamos (VAMO3) e WEG (WEGE3).