I talked about a great opportunity in the Caixa asset when it was trading below R$ 19.
Contexto extraído por IA
Let's start with a video I made about Caixa Seguridade shares on August 10, 2026. ... I talked about a great opportunity in the Caixa asset when it was trading below R$ 19.
I alerted my friends on YouTube about the opportunities in CEMIG and TIM.
Contexto extraído por IA
on August 20th, 10 days after the video I made about Caixa Seguridade, I alerted my friends on YouTube about the opportunities in CEMIG and TIM.
Contexto extraído por IA
from May 12th, a video that has 654 views, where I said the following: "The best opportunity to buy Klabin in 2026."
Transcrição Completa
Hey investors, everyone here on Instagram. I'm here to share some important alerts for those of you who already invest in variable income and for those who don't yet. Pay attention. The opportunity of a lifetime is passing you by, and you don't even realize it. Or maybe you have so many daily distractions that it feels trivial to stop and think about investments. Some will think: "Oh, here comes another course seller, another mentor salesman." But those who think that haven't seen some of the videos I've released over the last two months regarding market opportunities. So, besides alerting my students, I alert the market for free on YouTube. Today, in these short videos I've prepared for Instagram, I want to show you how the content I've brought to YouTube has made a lot of sense in the last 2 or 3 months, and it's there for free. But unfortunately, I don't have 1 million followers, I don't have a big hype on social media yet, and I'm not a huge investor, right? I'm not a professional or qualified investor yet, who has over 1 million or over 10 million invested. But perhaps a little of the knowledge I have in my field of expertise, which is investment management, might make some sense to you over the coming months. But in today's video, I want to show you some of the videos I've produced and look at those time windows to see if my warnings made sense. Let's start with a video I made about Caixa Seguridade shares on August 10, 2026. A video that has 185 views, right? Not a lot, is it? Notice the following, okay? In that video, on that occasion, I talked about a great opportunity in the Caixa asset when it was trading below R $ 19. That day it was hitting R $ 18.95 , right? That was the closing price. When we look at the price movement of Caixa Seguridade from the 10th until today, September 8th, it's a move of 6.32%, right? Not bad, considering from August 10th until now, that is, less than a month, a 6%appreciation. And as if that weren't enough, on August 20th, 10 days after the video I made about Caixa Seguridade, I alerted my friends on YouTube about the opportunities in CEMIG and TIM. Whoever sees this thumbnail thinks the following, right? Wow, how sensationalist, he wants to attract clicks. Well, you have the right to think whatever you want, but I alerted YouTube and also my students about this opportunity. And there’s a detail, when I put this here, look, they want you to sell. In the video, I talk about a recommendation from XP at the time, back on the 20th, where they told you to sell SEMIG shares. They recommended selling SEMIG and I went against XP and actually recommended that you evaluate this asset carefully because, in my analysis, an entry made sense, meaning, a buy. But let’s look at what happened to the price of SEMIG and Tim. Look here, I have the price movement from the 20th in SEMIG until now, okay? September 8th. Look at this appreciation, 15.66%. in a period much shorter than a month, right? We’re talking about something around 18 days, guys. So, it’s an appreciation you could have captured if you had simply watched one of our videos on YouTube. Logically, we don’t make investment recommendations. What we do is analyze assets and try to warn you about the best entry opportunities in the stock market, be it stocks, real estate funds , fixed income, etc. Now in the case of TIM, which I also covered in the same video, look: from the 20th, considering the closing price until now, the current price on September 8th, we had an appreciation of 5.49%, right? Not bad for 18 days, more or less. So, my dear friends, we try to warn, right, many think the following: "Oh, he only warns his students." No, my dear friends, the content is there on YouTube for free and every day I’m publishing something on my social media , especially on YouTube. Some will say the following: "Felipe, you got lucky in these videos, there’s no way to project any of this." OK, folks, I’ll take a video here from 3 months ago, okay? from May 12th, a video that has 654 views, where I said the following: "The best opportunity to buy Klabin in 2026." Some will say: "Man, you’re a click-baiter." Think what you want, right? Once again, I repeat this here. Then I bring you to the Klabin chart, okay? Here where I pulled the price range tool is May 12th, and until now, Klabin has appreciated, in this 3-month span, 14.71%. And the funny thing is that we formed the bottom here, right here on May 20th, 8 days after I made that video, right? And what was it that I said on my thumbnail there? The best opportunity in 2026. And look how funny , right? Klabin formed its yearly low exactly on May 19th, about 7 days after the video I published, right? Including the low hitting R $ 3.24. Well, if that video I made had made sense to you, maybe you would have captured an appreciation of about 14%in your investment portfolio. But that’s how it is, right? When I make a thumbnail like that, some think the following: he's click-hunting, right? It's clickbait. But my friends, rest assured , because when I release a thumbnail like this, it's because in my humble opinion and analysis, we are indeed facing a great opportunity. So, don't think I want to hunt for clicks, but rather that I want to alert you about an eventual opportunity I am evaluating in the market. And as if that weren't enough, here on July 27, 2026, I tried to warn you: "Don't sell SEMIN, which is the asset for CSN Mineração." I have three reasons for you not to do that. Notice, on July 27, 2026, and the subheadline said the following: you might miss out on a big rally. Come with me to the chart to see what happened here. It’s July 27th. Until now, 16.70%of appreciation. Gee, Felipe , are you saying you'll always get it right? That’s not what I'm saying. What I'm trying to tell you is that here on YouTube, for free, I try to alert all of you, whether you are my students or not, about opportunities in the market. But there is a problem. I don't have 1 million followers. I'm not the most hyped person on Instagram. I am perhaps not the YouTuber you like the most. Even so, many of the friends who are watching these stories remained skeptical about our method, our results , and so on. But one thing I ask you, which YouTuber or which investment advisor or financial consultant do you know, or who maybe already helps you during your journey in the financial market, has shown their results in the stock market? Well, if that’s what you’re looking for—validation, results, my portfolio’s performance —then today I’ll show you how it has been doing this year, over the last few months, and since the very beginning. All right? So, how is my portfolio performing this year, from January to September 2026? Here’s our result: 15.17%so far, up to September. While the CDI has paid out 9.55%to date , we managed a performance of 15.17%. Of course, there were times during the year when we dipped below the CDI, but looking at the year as a whole, for now , we are comfortably beating the CDI with a 15.17%return. Now, in the previous story, I showed our portfolio performance for just 2026. Now I'm looking at a summary of the last 12 months, that is, from September of last year to September of this year. Notice that the result improves significantly. Our portfolio had a performance of 31.47%in returns. Let's see how much the CDI paid in that same period. Your beloved fixed income: 14.55%. Versus our portfolio's 31.47%over the last 12 months. Now, let's do even better and set our time filter to the very start of our portfolio, which was January 2023. Well, many will think: "Wow, right when the left took power, which would be a huge tragedy for investing in the stock market, right?" Look how funny that is. Notice that from January 2023 until now, September 2026, our return was 122.85%. In other words, I more than doubled my invested capital. Well, let’s see how much the CDI paid in that period of a little over 3 years , right? Practically 4 years. Well, the CDI paid out, look here, 56.33%, not bad for fixed income, but our portfolio generated 122.85%in that period. Maybe this is the best story. You know why? Because some will say: "Felipe, have you ever lost to fixed income?" Of course I have. Look right here. From January '24 to December '24, our portfolio made only 3.60%for the year. And look, fixed income in that same period made something around 10.8%, right, everyone? And yes, my dear friends, I did lose to fixed income in 2024, but that’s not the point. The point is how our portfolio is doing since its inception back in 2023; it has a return of over 120%today, as you can see right here, since the beginning . In other words, in variable income, in the stock market, we learn to be losers to fixed income in the short term to be winners in variable income in the long term. Write that down, folks. What is at stake here is not my quality as a mentor or financial educator. I actually want to draw your attention to the range of opportunities that variable income gives you, while fixed income can't even compete, you know, folks? And you saw that through my investment portfolio. So, my dear friends, what I say to you is this: where will you be positioned during one of the most decisive moments of the decade, which are the presidential elections happening next month? Don't you know where to allocate your money? Tell me here. Being very honest with you, okay, folks? The least important thing is whether or not I will be your financial educator or mentor in this process. What I really want is for you to step out of your comfort zone and notice the opportunity that is passing you by. You have the opportunity to make a different allocation than what you have been doing for years. Or will you continue with your money locked away in savings, CDs, treasury bonds, or debentures? Does it make sense for you to miss out on the potential that variable income would provide you? Isn't it time for you to rethink your capital allocation? I would be more than happy to accompany you in this process, but what matters most to me is that you step out of your comfort zone and take a step forward toward variable income. And I know some friends will tell me: "Look, Felipe, I'm afraid that government A or B will win these elections. And that this could cause a major drop in the stock market." But do you remember the stories I made previously when my portfolio was starting back in 2023, when the current government system would begin to reign here in the country? And you saw the result of my portfolio from 2023 to now ; our portfolio has made more than 120% . What I want to tell you is that companies have the power to dance to the beat of the music. They readapt and adjust to reality. Regardless of government A or B, they manage to be living mechanisms and organisms in this process. So, they will seek profit regardless of the system. What I ask of you is to give me the benefit of the doubt. Go to my channel, watch the videos I’ve made in the last few months, and tell me if what I said made sense or not. I know, I’m not Bruno Perini, I’m not, uh, Professor Mira, I’m not Thiago Negro, I’m not Natália Arcuri, but I am someone who certainly cares about the quality of the assets my students have in their portfolio. Someone who cares about the quality of the assets you have in your portfolio. So, my dear friends, give the Lip Invest channel an opportunity to show its potential. And I do want to receive criticism, especially because it often helps us grow even more. I could end this video by inviting you to be my student, or offering you my course, or even showing my students ' results. But I’m not going to do that . What I actually want is for you to move from where you are, towards knowledge, and learn more about variable income. And it matters little whether I will be your mentor or not in this process. What I really want is for you to start, to awaken this interest within you. And if you choose me as your mentor in this process, I will be very honored. But my real request is that you just get moving.
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