23 Dec, 2024

Bitcoin ETF: the approval could signify the end of crypto winter

The inevitable arrival of institutions in the cryptocurrency space is coming through a Bitcoin ETF. They manage over $15 trillion and demand the ability to offer Bitcoin to their clients worldwide. Key Takeaways: The SEC’s demands on Binance and Coinbase coincide, perhaps intentionally, with the submission of several Bitcoin ETF proposals by major investment management […]

5 mins read

The incredible performance of S&P 500 index (and how to adopt it as an investment strategy)

The S&P 500, or the Standard & Poor’s 500 Index, serves as a prominent yardstick for measuring the performance of the American stock market. It encompasses 500 prominent publicly traded companies, showcasing a broad spectrum of industries and economic sectors within the United States. S&P 500 historical price by Google Finance The selection process for […]

10 mins read

The 60/40 portfolio: one of the most popular investment strategies

Small investors experience a rough fight when trying to beat the markets. In fact, according to JP Morgan, individual investors underperform the market as show in their graph below: Hedge funds, wall street, quantitative businesses and powerful people often feed from retail investor’s errors. This is why a passive approach could be the ideal path […]

10 mins read

Safety first: dissecting Ray Dalio’s All Weather Portfolio

Bridgewater Associates is the world biggest hedge fund in the world by assets under management (AUM). Ray Dalio, its funder, is a very influential investor, writer of the bestseller ‘’Principles’’, which I highly recommend. Bridgewater Associates was funded in 1975, and has delivered consistent returns over the years through macro strategy (uses economic analysis, shifts […]

10 mins read

US assets: Why are they the biggest holding of funds and indexes across the world?

There are reasons why the vast majority of the money invested in the stock markets goes to US assets. If you study the world’s main funds, it’s not surprising to see US holdings as the biggest portion of the fund’s portfolio. Even worldwide funds, like Vanguard Total World Stock Index Fund (VTWAX) which manages almost […]

6 mins read

ETF (Exchange Traded Funds): The best option for retail investors?

ETF (Exchange-Traded Funds) are financial instruments listed on the stock market that represent one of the best options for small investors who seek long-term investments, due to their low fees of management and significant diversification benefits, as well as excellent historical returns. What is an ETF? An ETF is a financial asset that seeks to […]

13 mins read