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Event Promoted by Portfel Featured Major Entrepreneurs and Financial Consultants, Where Thiago Nigro Heard Investment Suggestions and Announced His Choice for Investing This Week’s Capital
The influencer and investor Thiago Nigro, known as Primo Rico, attended Portfel’s gala night held at Casa Bizutti to decide where to invest the amount he commits weekly. The event gathered Portfel consultants, entrepreneurs, and high-net-worth clients, providing a networking and idea-sharing environment.
Throughout the evening, Nigro spoke with partners, clients, and well-known figures in the financial market, emphasizing that his intention was to “ask the best consultants in Brazil where to invest this week’s money.” This approach, according to him, aimed to gather qualified opinions from professionals managing substantial fortunes.
Even in a relaxed atmosphere with jokes and informal interviews, the central mission was to gather investment advice. However, most consultants preferred to adopt a cautious stance, highlighting that recommendations depend on each client’s profile and portfolio.
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Consultants Prioritize Diversification
Among the interactions, one highlight was the conversation with Wallace, a consultant from Portfel and one of the top-ranked in the company’s internal ranking. When directly asked, Wallace mentioned NTN-Bs (Treasury IPCA+) as a good opportunity, noting that attractive real rates are not common in the market.
Other professionals present emphasized that, regardless of the scenario, the recommendation is to diversify the portfolio and maintain a structural allocation. A long-term view was pointed out as essential to protect wealth from fluctuations and specific risks.
Despite the technical responses, Nigro commented that, behind the scenes, his analyses and those of the consultants were aligned. This led him to maintain focus on an investment he has considered strategic for years.
Investment Decision of the Week
The Primo Rico announced that he would again invest in Treasury IPCA+, which he nicknamed “IPCA Beach.” The chosen bond, maturing in 2065, was offering IPCA + 6.97% per year, something he classified as rare and attractive to secure high real interest for decades.
According to Nigro, “the ideal moment to enter is before the rate starts to drop,” because when interest rate cuts consolidate, the prices of these bonds tend to rise and reduce yields for new investors.
He explained that the decision was based on indicators such as the projected decline of the Selic rate in the coming years, the deceleration of inflation, and the increase in foreign capital flow into Brazil.
Economic Scenario and Projections
In the video, Nigro presented data on Brazil’s public accounts, noting that despite a record collection of R$ 2.7 trillion in 2024, the country maintains a significant fiscal deficit, leading to the necessity of constant issuance of public debt.
With the Selic at 15% and inflation projections declining to 5.1% this year, he highlighted that the real interest rate — the difference between the interest rate and inflation — is at a historically high level. “Those who position themselves now can secure differentiated long-term returns,” he said.
He compared the situation to the post-impeachment period in 2016 when investors who positioned themselves early in inflation-indexed bonds achieved substantial gains.
Execution of the Investment
During the recording, Nigro faced technical difficulties in completing the investment due to the monthly purchase limit of Tesouro Direto. The transaction was only finalized after adjusting the order amount to R$ 998,000.
The moment was captured in a lighthearted tone, with comments on the hectic routine and the importance of having a consultant to expedite operations. “Even a professional investor needs someone to help,” he remarked, referring to the support of consultant Robson.
The choice of Treasury IPCA+ 2065 was reiterated as part of a long-term accumulation strategy, aiming for 7% real interest above inflation regardless of the economic scenario.
The information was shared by the Thiago Nigro YouTube channel
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