skip to main content

Blog

>
2021.8.10 Vítor Ribeiro, CFA

Investment: top mistakes of an Investor

Why did we make so many wrong decisions about investing? In order to be better investors, we must be aware of the mistakes and biases that we show throughout the investment process. We cannot dissociate our behavior from the evolution of the investment portfolio.

More
>
2021.8.1 Vítor Ribeiro, CFA

The formulation of expectations for the investment portfolio

The definition of strategy for the investment portfolio is the result of the investment policy and the formulation of expectations for the capital market. It is an iterative process that culminates in portfolio optimization, asset selection, and strategy execution.

More
>
2021.7.27 Vítor Ribeiro, CFA

Asset classes in the formulation of expectations

In this article, we address some references to the analysis of strategic asset allocation in geographic terms, economic, sectoral and industrial regions and blocks, and factors and trends in each asset class. It is important to frame these different approaches.

More
>
2021.7.19 Vítor Ribeiro, CFA

Financial Markets Expectations

In the article on economics and financial markets, we analyze the correlation and causality and how both influence the return and risk expectations associated with the investment portfolio. Defining the set of data and indicators to be analyzed is an essential task for building an investment portfolio suited to the objectives and preferences of each investor.

More
>
2021.7.8 Vítor Ribeiro, CFA

The Economy and Financial Markets

Today we address the formulation of expectations and the relationship between the economy and financial markets. While they both are concerned with money, the economy and financial markets are two distinct fields. The fundamental law of investment is uncertainty about the future. A kind of “I just know that I don't know anything".

More
>
2021.6.29 Vítor Ribeiro, CFA

Advisor's role: how the advisor can help the investor

The financial advisor is intended to help investors develop a personalized financial plan and make the best investment decisions to achieve their goals.

More

+351 939873441 (Vítor Mário Ribeiro, CFA)

+351 938438594 (Luís Silva)

future@futureproof.pt

Future Proof is an Appointed Representative of Banco Invest, S.A.. It is registered at CMVM.

Menu