Rentabilidade de uma carteira ações no setor elétrico no Brasil

Abstract

The Brazilian electric sector is a crucial pillar of the national infrastructure, playing a vital role in the country's economic development and the quality of life of its population. This energy diversity, combined with the complexities of the market, necessitates a strategic and well-grounded approach to investments in the sector. Within this context, the study's primary objective was to construct a stock portfolio of the Brazilian electric sector, drawing on fundamental analysis and utilizing financial indicators. The research concluded that during the analysis of the electric sector between 2020 and 2022, the intricate nature of the segment was evident, with companies displaying varied financial performances. Engie Brasil (EGIE) and Equatorial Energia (EQTL) emerged as the top choices for investors seeking a balance between returns and stability. Furthermore, the study emphasized the importance of asset diversification. It was shown that the Minimum Variance Portfolio could offer reduced volatility when properly diversified, making it an appealing choice for more conservative investors. On the other hand, the Maximum Return Portfolio, albeit more volatile, promises significant returns, suitable for those willing to take on greater risks.