As we have seen in previous posts, it is essential to use alternative formulas, either time-weighted or money-weighted when there are situations of inflows or outflows in a portfolio, in order to properly calculate the return. This time we are going to show you how to calculate returns of a time-weighted portfolio, with some examples…
Read more As we have seen in previous posts, it is essential to use alternative formulas, either time-weighted or money-weighted when there are situations of inflows or outflows in a portfolio, in order to have a proper calculation of the return.
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It sounds like a joke, but the return of a portfolio can have multiple faces. In reality, it is not that there are multiple faces, but rather formulas that are more or less convenient depending on the situation. Let’s start with the simplest.
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Today, we are pleased to announce the new inbestMe Savings Portfolio. The inbestMe Savings Portfolio is a perfect complement to what is already the widest range of automated investment portfolios in Spain (and a good part of the world), with more than 100 portfolio options.
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During the night of 23-24 February 2022, Russia attacked Ukraine, triggering the Russia-Ukraine conflict. The worst-case scenario has come true. The attack comes after separatist leaders of Ukraine’s eastern republics asked Putin for military assistance. Ukraine, for its part, had said it had no intention of invading the separatist regions.
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Experts often talk about volatile markets to refer markets fall. It is better to call a spade a spade: most of the time when we talk about volatility, we really mean crashes.
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We have referred in the past to the excellent results of our retirement plan portfolios:
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Index funds and ETFs have made it easier to access almost any asset class, and gold is no exception. But do you know how to invest in gold in 2022?
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Recently, we have had some queries or comments about the global impact investment fund that we incorporated into our SRI index fund portfolios. More specifically, these queries are related to whether this incorporation has been timely.
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Why do people tend to keep losing investments, and sell the winning ones. “Cut your losses (short) and let your profits run”.
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