We launch Target Portfolios in EUR and USD
In line with our objective of offering the best solutions to our clients to achieve their financial objectives and cover…
inbestMe's blog: Financial news: Savings and Investment
Can we have another banking crisis like 2008?
Since the beginning of March, a few incidents happened in the banking sector. This came quite unexpectedly at a time when everybody was saying that the banking sector is nowadays…
How to calculate the return of a portfolio (time-weighted)
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…
How to calculate the return of a portfolio (money-weighted)?
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…
The multiple faces of return I
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…
What is going on with US banks?
During the last few days, one important US bank was closed. It was all stunningly quick. Silicon Valley bank was considered one of the best US banks. In just a…
Portfolio expected returns
In the current macroeconomic situation, a lot of uncertainty persists. The circumstances are certainly peculiar, and it is difficult to find similarities with the past. This produces a lot of …
Who created the inflation?
During the last years we have witnessed a period of inflation never seen in the last 40 years. With the benefit of hindsight, it might be interesting to reflect on…
Focus on long term passive investing
Our strategic portfolios are thought for long term investors. They are built on the basis of long term relationships between asset classes, and they are not supposed to be tactically…
New reduction of costs and commissions (2023)
Our commitment has always been to democratize efficient investment and to do so at very low costs. But without compromising the quality of our services. Artículos relacionados: Are Roboadvisors Intelligent?…
What’s happening to the dollar
During 2022 we have witnessed a huge volatility in bond markets and also the forex market had some important moves. The euro against the dollar touched a low of 0.95…
Introducing the new inbestMe Savings Portfolio
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…
Portfolio Comment September 2022
2022 is proving to be the worst year of the last decades for diversified portfolios. In the past, we experienced equity indices losses that were much more severe than the…