Norte Equity Hedge Loading... : Investor Sentiment and Bull/Bear Views
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21:00
Feb 11
Feb 11
Moderate portfolio balances rates equities diversification.
For a moderate R$100k investor with a 5-year horizon, he recommends a diversified portfolio: about 25-35% in equity long-short multimercado funds, citing Norte Equity Hedge; about 15-20% in good Brazilian equity funds/FOFs; about 25% in NTN-B 2035, preferring 2035 over 2050; and about 20-25% abroad via an S&P 500 ETF. High local real rates make NTN-B attractive, while diversified equity long-short and global S&P exposure add return and diversification.
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About Norte Equity Hedge Investor Commentary
Across the available history and selected sources, Buzzberg tracks Norte Equity Hedge across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Gustavo Salomão.