In this post we analyze the evolution of Socially Indexed Investment (SRI) in recent years and the impact on inbestMe’s SRI portfolios in 2024 and in the long term. SRI equity has been as profitable or more profitable over the long term Fuente MSCI The MSCI ACWI SRI in Euros (All country World Index SRI)…
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At inbestMe, we offer a full range of target portfolios. We have options with maturities in 2026, 2027 and 2028, both in euros and US dollars for ETF portfolios, and a portfolio of index funds with a 2028 maturity in euros. The following table shows some metrics of some of our target portfolios in ETFs…
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At inbestMe, we currently offer a full range of Bond Portfolios. By this we mean a portfolio that is made up of 100% fixed-income instruments. Previously, bonds were used in our portfolios primarily to diversify equity risks and a 100% bond portfolio was allocated only to very conservative investors. Following the rise in official interest…
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As a complement to the reports on the returns of our portfolios at the end of 2024, here we review the performance of the ETF portfolios in dollars. It is also worth remembering that dollar portfolios are only suitable for investors whose economy is “dollarized” or who specifically want to have exposure to the dollar…
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The returns on the Savings Portfolios have been, as expected, in line with what we have been communicating. The Savings Portfolios have been designed to replicate the interest rates of central banks with an optimized composition of monetary funds that have this function. That is why we communicate that the Yield is variable, that is,…
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Market comment year 2024 2024 was a positive year for financial markets. Stock markets have risen unevenly, with the US markets standing out, driven mainly by the so-called ‘magnificent seven’ (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla), which are leading the artificial intelligence revolution, while Europe remains more limited by a stagnant economy and…
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¿Dónde invertir dinero? Esta es una de las preguntas más recurrentes entre quienes buscan rentabilizar sus ahorros, especialmente en un entorno económico tan volátil y dinámico como el actual. Con una amplia gama de opciones disponibles, desde instrumentos tradicionales hasta plataformas de inversión en línea, asignar recursos de manera efectiva se ha convertido en un…
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In the world of Exchange Traded Funds (better known as ETFs or exchange-traded funds), there is one type that has gained a lot of appeal in recent years: monthly dividend ETFs. As an investment product that combines the unique features of these vehicles, such as low costs and diversification, with the distribution of a steady…
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Nowadays, it is increasingly common for the youngest members of the household to have their own account in which they keep their money. Starting to earn money as a child is important; however, the vast majority of these hardly generate any return, so the opportunity to grow their wealth is lost. Therefore, an alternative is…
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With the stock market, one might ask: Is it a good time to invest in the S&P 500? To find the answer, one must turn to a cartoon that showed what could very well be Superman being interrogated by a man in a tie. —“Oh wow, so you can fly,” the man in the suit…
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