Summary
Thiago Salomão reveals his new ETF-based capital accumulation portfolio, shifting from an income strategy. Laí Costa explains the Hierarchical Risk Parity model used and the portfolio's 10 assets, available for free copying via BTG Pactual. The portfolio targets CDI+3% annualized and is designed for long-term, hands-off investing.
- Thiago Salomão presents a new portfolio of 10 ETFs focused on capital accumulation instead of income.
- Laí Costa designed the portfolio using Hierarchical Risk Parity for risk diversification.
- The portfolio includes exposure to gold, inflation-linked bonds, Brazilian and U.S. equities, global real estate, and cryptocurrencies.
- Backtest from 2019-2026 shows CDI+3% annualized excess return after costs.
- The portfolio is offered as a free automated service on BTG Pactual, requiring minimum R$10,000.
- Rebalancing is automated and expected to occur annually or less frequently.
- The shift was motivated by Thiago's life stage: he still has decades of working income and does not need current portfolio income.