Oil: how to invest your capital in this resource

Putting your financial resources towards a commodity like oil can be a very profitable investment. Despite the rise in barrel prices, which worries people so much in general, there are some ways to protect investments. This way, you are no longer affected by possible crises and can invest safely and fully.

Regarding this, first we need to remember that it is worth investing resources in different assets. When investors look to diversify their portfolio with various investment options, they can achieve more profits. And even those who have accounts in the Service Time Guarantee Fund (FGTS), for example, can buy shares from Petrobras, as well as from Eletrobras.

Therefore, investment in this sector is highly attractive, as it is very accessible. The return for the people who invest may even be greater than that being offered by the fund in question. If you're looking to find out how to find the best ways to allocate your resources to oil assets, read on! In this article we will show you how to understand the market and invest well in this area.

Petróleo; imagem com máquinas petrolíferas
Even those who are guaranteed to receive the FGTS can invest in oil. Photo: Carolyn Cole / Getty Images/ Reproduction.

Investment: how to find the best alternatives in the oil sector

First, you must understand your investment profile. What is revealed when having to invest in commodities is that it is not very different in terms of security. In other words, when investing in oil, you choose an alternative that suits what you want. Of course, this depends on what you want to achieve, your goals, ideal investment for your asset portfolio, among other factors.

The simplicity of investing in oil is not the same as buying a loaf of bread. But barrel prices are arranged so that you can see what is best for your investment portfolio and choose what is most appropriate. One option is to allocate resources to oil futures, which operate over the long term. In this modality, people pay attention to the entry price and the demand for the resources to be invested.

Contracts for Difference (CPD) have the advantage of being aimed at a specific result. This value is precisely the difference between two figures for an investment. In this sense, what is interesting to see in this type of investment is how much the purchase differentiates of the sale. But pay attention. To deal with CFDs you need to be very experienced with the stock market. There are more options that can provide more security in oil investments. One of them are the Exchange Trade Funds (ETF). These funds are, at certain times, linked to indices related to oil.

Investing in shares in general is also very viable. Therefore, count on investments allocated to companies in the energy sector and, of course, oil. Direct exposure to stock prices does not happen if the person chooses to put financial resources into this option.

Apps that can help monitor investments in the oil sector

As soon as you open it, the screen will have some news about the oil market and a list of stocks and assets you want to invest in. Each of the stocks will have a graph, which you can see when you click on them. Below, the app also shows some characteristics of the share, such as the share price during the day, general indicators, etc.

Scrolling to the end of the oil page, you can also check the news about the organization of the action in question, so that you can invest in BDR. In addition, it also has a section on the energy sector, where you can see how much liquidity has accumulated from shares. Together, the app also supports different cards simultaneously. That is, you can include both monitoring the stock market in oil from the account in which you receive your salary, etc.

To find out how much the oil fund will yield, people who invest pay attention to the part of the CDI that is planned for liquidity. For example, if the CDI yield is 75% and this rate is 4%, then the invested equity grows by 3%. In other words, what you have is an application with several securities to invest in, according to the certificate. Furthermore, there is the weight of the cost of barrels when people seek to invest in a DI fund. The management of this fund has a charge on top of the values. It is common for this fee to be annual, in addition to taking the total that the investor has in the fund, in energy resources.

How to start investing in the energy sector of the stock market?

Two options that present many opportunities are placing your finances for investment with brokers or direct trading on the stock exchange. There are also companies that combine energy sector shares and international ETFs. Others also combine so-called futures contracts, focusing on the volatility of the commodity.

Furthermore, what remains essential is paying attention to what makes up your investment portfolio. With the app Real Value you can check everything that happens with your resources in shares and funds for free.

About the author

Jefferson Tafarel

Finance journalist for Dicade.com.

Reviewed by

Glenda Ribeiro