TOP 5 AÇÕES BARATAS E PAGADORAS DE DIVIDENDOS PARA INVESTIR EM 2025!

Summary

In this video, the speaker walks viewers through a stock analysis process using key financial indicators like P/E ratio, dividend yield, and ROE. The goal is to rank companies based on these factors and create a composite score to guide investment decisions. The speaker emphasizes the importance of not relying solely on quantitative data but also considering qualitative factors, such as sector stability. A practical example of portfolio performance over several years is presented, showing how dividends can significantly enhance returns. The video concludes with an offer for a Black Friday course on deeper investment strategies.

Takeaways

• 😀 The speaker uses a ranking system based on key financial indicators like P/E ratio, P/BV, Dividend Yield, Profit Margin, and ROI to evaluate companies.
• 😀 The ranking system helps identify which companies are the most undervalued and which offer the best financial performance.
• 😀 The focus is on using these indicators to make informed investment decisions, though qualitative analysis is also emphasized as essential.
• 😀 The speaker advises not to rely solely on rankings and financial metrics but to also consider other factors, such as the company's sector and competitive advantage.
• 😀 The video encourages viewers to begin investing, using simple tools like the ranking system and emphasizing the importance of starting small, even with R$ 35 a month.
• 😀 The speaker demonstrates the potential return on a R$ 5,000 investment made in 2019, showing an 81% increase by 2024, with additional dividends earned along the way.
• 😀 The total performance of the portfolio, including dividends, results in a 16.79% annual return, illustrating the power of compound returns over time.
• 😀 The speaker explains that while the average stock market index (e.g., BOVA11) has delivered a 99% return over 10 years, individual investors can achieve similar results with the right strategy.
• 😀 The importance of dividends is highlighted, showing that the value of the investment grew not just through appreciation but also via consistent dividend payouts.
• 😀 The speaker promotes a Black Friday course offer, which includes a method for real estate investment fund (FII) analysis and stock investing strategies, encouraging viewers to level up their investment knowledge.

Q & A

What is the main purpose of the video?

The video aims to teach viewers how to create a stock ranking system based on key financial indicators, such as P/E ratio, P/B ratio, dividend yield, net margin, and return on equity (ROE). It demonstrates how these indicators can be used to evaluate the financial health and value of companies.

How does the stock ranking system work?

The stock ranking system assigns ranks to companies based on various financial metrics. For example, lower P/E and P/B ratios are preferred (indicating undervaluation), higher dividend yields are favored, and companies with higher margins and ROE are ranked higher. The ranks are then summed to determine the best-performing companies.

What is the significance of using financial indicators like P/E and dividend yield?

The P/E and dividend yield are crucial metrics in determining whether a company is undervalued or overvalued. A lower P/E ratio often indicates a stock is undervalued, while a higher dividend yield suggests a company is paying out a good amount of its profits to shareholders, making it attractive for income-focused investors.

Why is the presenter emphasizing the importance of both capital appreciation and dividends?

The presenter stresses that evaluating a stock's performance should include both capital appreciation (price increases) and dividends, as both contribute to the overall return. Dividends are particularly important because they provide additional income even when stock prices are not rising.

How did the simulated portfolio perform over the period of 2019 to 2024?

The simulated portfolio, where $1,000 was invested in each of the selected companies, achieved a total return of 81.69% from 2019 to 2024. This performance includes both price appreciation and dividends, with an annualized return of 16.79%.

What does the presenter mean by 'performance' versus 'valuation'?

In the context of this video, 'performance' refers to the overall return of an investment, which includes both capital appreciation and dividends. 'Valuation', on the other hand, typically refers to how expensive or cheap a stock is based on metrics like P/E or P/B ratios. The presenter encourages viewers to focus on performance rather than just valuation.

What is the BOVA11 index and how does it compare to the selected stocks?

The BOVA11 index tracks the 92 most traded companies on the Brazilian stock market. The presenter compares the returns of the selected portfolio (with 16.79% annualized return) to the BOVA11 index's 99% return over the past 10 years, highlighting that the selected portfolio performed well, even though it was not the same as the broader market index.

What advice does the presenter give regarding investing in stocks?

The presenter advises viewers to start investing as soon as possible and to take a long-term approach. They emphasize that even small, consistent investments can yield significant returns over time, especially when dividends are considered. The key is to make informed decisions based on sound analysis of financial indicators.

Why does the presenter warn viewers not to solely rely on the stock ranking system?

The presenter emphasizes that while the stock ranking system provides useful insights based on financial indicators, it should not be the only factor in making investment decisions. Qualitative analysis, such as understanding the company's business model, industry position, and potential for future growth, is equally important.

What is the Black Friday offer mentioned in the video?

The Black Friday offer is for a course package called 'Método 21', which teaches investing in stocks and real estate funds (FII). As part of the promotion, viewers also receive a free course on analyzing stocks, helping them dive deeper into the financial analysis demonstrated in the video.