From my office, in my room with a glass door, I can see the company's Christmas tree with its lights on in broad daylight. The hustle and bustle of office colleagues before the end of the year holidays, their smiles contrasting with the tired expressions of those who have had a challenging year.
Finally, Christmas has arrived, but has it also arrived for investors?
I begin my investigation by going to investments in shareholdings , the famous variable income.
Source: Google Finance - Image of the day 22/12/2023 10:30am
As we can see, variable income investors had a year of gains above 20%, that is, a return higher than the SELIC yield. Therefore, Santa Claus was generous and delivered a fat prize to our equity investors.
Image Source: Tesouro Direto on 12/22/2023 10:30am
Post-fixed fixed income investors were not left behind either. Those who invested in SELIC made, on average, 13.2% per year. A great income for those who wanted to avoid risks .
Image Source: Tesouro Direto on 12/22/2023 10:30am
Pre-fixed fixed income investors, however, received a generous gift from Santa Claus, receiving a return of up to 28% per year, and they also faced lower risks than variable income investors .
Image of returns on non-classified assets . Source: WG.
Investors in other investment classes have also received their due and can be satisfied with their returns .
The gifts under the office Christmas tree will soon be distributed to our long-awaited Secret Santa. If each type of investment were a gift box, I wouldn't be sad to be presented with the SELIC box , for example. But obviously you would prefer the most coveted gift under the tree, the one that attracts everyone's attention and comments. Every year, I secretly hope that that gigantic box will be presented to me, and invariably every year the coveted gift ends up in the hands of another office colleague .
Another Christmas is approaching, and I am very grateful that you are following me here on the blog. I wish you a Merry Christmas and a Happy New Year.
Image by Unsplash/ Toni Cuenca