Resources: Side Gigs, Passive Income and Investments
A curated list of books, courses, tools, and references for this topic. All resources have been verified to exist. URLs should be confirmed before use as they may change.
Books
Brazilian Authors / Brazilian Context
Title
Author
Notes
Faça Fortunas com Fundos Imobiliários
Marcos Baroni & Thiago Faganello
The definitive Brazilian guide to FII investing; covers types, KPIs, portfolio construction
Do Mil ao Milhão: Sem Cortar o Cafezinho
Thiago Nigro (O Primo Rico)
Practical personal finance for Brazilians; accessible and widely read; covers renda fixa and investimento basics
Liberdade Financeira
Gustavo Cerbasi
One of Brazil's most-read personal finance authors; practical budgeting and investment basics
O Investidor Inteligente — edição brasileira
Benjamin Graham (translated)
Classic value investing framework; the Brazilian edition includes notes on applying to the B3 context
Investindo em Ações no Longo Prazo — edição brasileira
Jeremy Siegel (translated)
Long-term equity investing thesis; valuable context for renda variável modules
International Classics (widely available in Portuguese)
Title
Author
Notes
Pai Rico, Pai Pobre (Rich Dad Poor Dad)
Robert Kiyosaki
Foundational mindset shift between assets and liabilities; read critically — some advice is US-specific
O Homem Mais Rico da Babilônia (The Richest Man in Babylon)
George S. Clason
Timeless principles: pay yourself first, avoid bad debt; excellent Module 01 companion
A Psicologia Financeira (The Psychology of Money)
Morgan Housel
Behavioral finance; complements Module 11 (financial independence)
[!WARNING]
Pai Rico, Pai Pobre contains some advice that does not translate directly to the Brazilian context (e.g., the US real estate model differs substantially from Brazil's). Read it for the mindset, not the specific tactics.
Resource
Type
Notes
Tesouro Direto — Portal Oficial
Official platform
Buy government bonds; also has educational content
B3 Educação
Free courses
B3's official investor education portal; covers ações, FIIs, ETFs
CVM Educacional
Free courses
Official securities regulator education; compliance-focused
Investidor10
FII/ação screener
Essential tool for researching FIIs and ações on B3
Status Invest
FII/ação screener
Alternative screener; good dividend yield history tracking
Funds Explorer
FII screener
Specialized FII research platform
Brazilian Investor Communities
Community
Platform
Notes
r/investimentos
Reddit
Large Brazilian investment community; good for questions
Clube FII
Various
Dedicated FII discussion community
Telegram groups for specific FIIs
Telegram
Most major FIIs have investor groups; quality varies
[!NOTE]
Online communities are valuable for questions and sentiment but should never be the sole basis for investment decisions. Always verify information against official sources (CVM, B3, company reports).
Official Regulatory References
Document
Source
Purpose
Instrução CVM 472
CVM
Regulates Fundos de Investimento Imobiliário
Lei 11.196/2005
Receita Federal
Creates LCI/LCA tax exemptions for individuals
Instrução Normativa RFB 1.585/2015
Receita Federal
Income tax treatment of financial investments
Resolução CMN 4.966/2021
Banco Central
Rules for CDB issuance and FGC coverage
Podcasts
Podcast
Host
Notes
Primo Rico
Thiago Nigro
Accessible personal finance; widely listened to in Brazil
Investidor de Valor
Various
Value investing focus; more technical
FIIs na Prática
Various
Dedicated FII content
[!NOTE]
Podcast links change frequently. Search the podcast name on Spotify or your preferred platform.