What is a fund’s TER? Why is this data so important?
Understanding what the TER of a fund is, and its impact, is essential for those looking to invest strategically. In…
inbestMe Blog: Financial News, Savings and Investment
Savings Portfolio Returns at the end of the first half of 2024
Returns on Savings Portfolio, as expected The returns of the Savings Portfolios have been, as expected, in line with what we have been communicating. The Savings Portfolios have been designed…
Money market funds: Why is it time to invest in them?
The first money market fund dates back to 1971 and was created in the United States. Since then, the industry has changed and grown to unimaginable levels. There are several…
Returns of the SRI portfolios of Indexed Funds at the end of the first half of 2024
As we have discussed in previous issues, indexed Socially Responsible Investment (SRI) has better years and worse years. Since equity SRI indexes have existed, they have tended to be equal…
Exceptional portfolio returns in the first half of 2024
Market commentary. The second quarter of 2024 was again favorable for global equity indices, while fixed income markets continued to struggle. Commodities also generally rose during the quarter. Related posts:…
Invest or save? Is it possible to do both?
Invest or save? The first thing we should know is that it is not the same. They’re not even similar. The first is framed in the financial world, which encompasses…
The buy and hold strategy for fixed income assets
Sometimes, sitting and waiting is often the best option. In investing this is known as buy and hold, which literally means just that: buy and hold. Such a strategy is…
What does a pension plan transfer consist of, and how is it carried out?
A pension plan is more than just a financial product for retirement. It is a product that should also generate sufficient profitability so that our savings can grow faster and…
Avoid Market Timing to be successful in investing
At inbestMe, we strongly believe that market timing is best avoided, and we encourage our clients to adopt this approach to successful investing. Related posts: A tool to measure risk…
Green treasury bonds. Are they a good investment option?
On September 7, 2021, the Public Treasury, an agency under the Bank of Spain, issued the first sovereign green bonds or green treasury bonds in the history of Spain. Specifically,…
The Million Dollar Portfolio again at record highs
The last time we wrote about “The Million Dollar Portfolio” was after the two recent bear markets. Related posts: The dark side of … markets
We teach you step by step how to create a savings plan
Drawing up a savings plan goes much deeper than simply setting aside a portion of our income periodically. It is also a way of guaranteeing future stability. It is also…
What are hedge funds? Free investment funds
Everyone, whether related to investment or not, has heard of hedge funds, also known as hedge funds or alternative investment funds. Thus, the story of how George Soros brought down…