Outlook 2023: Part 3 – 2022 was bad for investments, but was not the same for everything
This is the third article in a set that takes stock of financial markets in 2022 and a projection for...
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Featured Articles
Investing Series Guide
Patrimony and Investments
The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.
The strategies of top investors are different: value vs. growth, security selection vs. diversification, trend followers vs. contrarians, macro vs....
Read moreRetirement and Savings
Retirement Series: How much money do we need to live through retirement?
Reminder: The assumptions of base and alternative scenarios If we don't invest, how much money are we going to need?...
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Retirement Series: Part 1 – Overview – A backwards view
The Series program The set of assumptions of the Base Scenario and Alternative Scenarios How can we apply the results...
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How many years do our public or social pensions last?
How many years do our pensions last? The total present value of pensions due measured in the number of last...
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Best Of Mutual Funds Series: Dividend Stocks for Investors Outside the U.S.
In this blog we have developed a series of articles on mutual funds, since these should be the main investment...
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Latest Post
Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds
The rating of mutual funds The main rating agencies of mutual funds Benchmarks and rating criteria for funds, by category...
Read moreSimple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it
This article is part of a series on simple portfolios, which are portfolios that can be made up of few...
Read moreInvesting in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis
There are three major methods of evaluating the value of stocks, that of fundamental or financial analysis, that of technical...
Read moreThe world’s best investors use different strategies, but they have in common the patience of a long-term perspective.
The strategies of top investors are different: value vs. growth, security selection vs. diversification, trend followers vs. contrarians, macro vs....
Read morePopular
Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds
The rating of mutual funds The main rating agencies of mutual funds Benchmarks and rating criteria for funds, by category...
Read moreSimple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it
This article is part of a series on simple portfolios, which are portfolios that can be made up of few...
Read more
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