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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If you are interested in the world of investments, it is key that you keep a record of the profitability that your assets generate each year. This way, when someone asks you: ‘How much have you earned investing’, you will be able to have an answer based on your accumulated profitability.
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Six portfolios exceed 100% return, with APYs between 9.2% and 10.6%. There is no doubt that 2024 has been a very good year for the stock markets.
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Market comment Despite major economic uncertainties and unprecedented geopolitical tensions, equity markets have performed very well so far in 2024. US indices were the best performers. The end of the third quarter brought a significant recovery in Chinese assets, which had lagged in recent years. The move was triggered by the announcement of some new…
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At inbestMe, we currently offer a full range of Bond Portfolios. By this, we mean a portfolio that is composed of 100% fixed income instruments. Previously, bonds were used in our portfolios mainly to diversify equity risks and a 100% bond portfolio was allocated only to very conservative investors.
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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 to replicate central bank interest rates with an optimized composition of money market funds that have this function. This is why we communicate that the…
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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 to or slightly better than their non-SRI benchmarks. As can be seen in the chart below, which compares the cumulative returns of our SRI index…
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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.
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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 agency raised €5 billion with a 20-year term, which have been used to finance projects that promote the ecological transition and aimed at mitigating…
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The last time we wrote about “The Million Dollar Portfolio” was after the two recent bear markets.
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