BB Investments replaced all shares in the suggested portfolio following a decrease of 6.44%.

View the summary of the news.

• BB Investments updated its Portfolio 5+ to July 2026 by substituting all existing assets.
• The portfolio experienced a 6.44% decline in June, causing the Ibovespa to rise by 1.01% during that time.
• Carteira 5+ increased by 5.81% over the year, while Ibovespa rose by 6.76%.
• The new initiatives involve Allos, Bradesco, Cemig, Motiva, and Vivara, each with a 20% share.

BB Investimentos revamped its 5+ Portfolio for July 2026 following underperformance compared to Ibovespa (IBOV) in June. The broker replaced all assets from the previous selection with five new stocks for the month.

They replaced the stocks of Bradespar (BRAP4), C&A (CEAB3), CSN (CSNA3), Cury (CURY3), and Renner Stores (LREN3) with the recommendation to invest in Allos (ALOS3), Bradesco (BBDC4), Cemig (CMIG4), Motiva (MOTV3), and Vivara (VIVA3).

Each asset will represent a 20% stake in the suggested portfolio.

In June, the Ibovespa lagged behind.

Carteira 5+ saw a drop of 6.44% in June, a significantly weaker performance compared to the 1.01% recovery of Ibovespa during the same time frame.

Despite the recent decline, it has achieved a victory in 2026. Throughout the year, its valuation stands at 5.81%, slightly below the Brazilian stock market’s main index growth of 6.76%.

The reworking starts at the start of the second semester and aims to readjust the portfolio in preparation for the market outlook in the upcoming months.

BB Investment Recommendations for the month of July

• Actions
• Businesses in the Bag
• Marketplace
• All
• BB Investments
• Bradesco
• Bradespar
• C&A
• Cemig
• CSN
• Cury
• Ibovespa Index
• Renner’s stores
• Inspires
• Vivara