International Stocks - Portfolio of Brazilian Stocks, ETFs and the Bovespa Index
Brazil, a relative stable emerging country, offers investors many opportunities to profit from its cyclical economy. You can follow the broad Brazilian stock market with the Sao Paulo Stock Exchange's benchmark Bovespa index.
You can invest in Brazil through:
- Market Vectors Brazil Small-Cap ETF (BRF), holds small capitalization Brazilian companies and companies that generate at least 50 percent of their revenues in Brazil.
- iShares MSCI Brazil Capped ETF (EWZ), a low-fee exchange-traded fund (ETF) mostly comprised of energy, basic materials and financial stocks.
- WisdomTree Dreyfus Brazilian Real Fund (BZF), a currency income ETF.
- Individual stocks that trade on United States stock exchanges. Many Brazilian stocks are traded on U.S. stock exchanges so you can create your own customized portfolio. For a complete list of Brazilian stocks traded on United States stock exchanges see BNY Mellon.
Here is a table of 21 Brazilian stocks.
The 20 stocks included in the portfolio
computations are: BBD, BRFS, BAK, CBD, SBS, CIG, ELP, SID, CZZ, CPL, ERJ, FBR, GGB, GOL, ITUB, PBR, TSU, UGP, VALE and VIV. The current value of the portfolio assumes that $500.00 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends. BSBR was excluded from the portfolio computations because of insufficient price data.
To inspect the performance of the Brazilian Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.
The current value of a $10,000 investment is $15,346. The percent return is 53.46%. The annualized return is 4.57%.