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2022.8.18 Vítor Ribeiro, CFA

The impact of duration on bond investing

You've certainly wondered why your portfolio is experiencing a high drop. One of the main reasons lies in a concept not always known and not always easy to understand: duration.

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2022.8.10 Vítor Ribeiro, CFA

Bear Market: when we start to doubt

What is Bear Market? The market environment is negative. There is pessimism and distrust. A kind of denial of reality. Can we see here a positive sign for the future?

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2022.7.29 Vítor Ribeiro, CFA

The 60/40 portfolio

The foundational 60/40 portfolio, where 60% is invested in stocks and 40% in bonds, is the initial starting point for many portfolios. Let's explore this topic.

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2022.7.26 Vítor Ribeiro, CFA

What is the Modern Portfolio Theory

The Modern Portfolio Theory is an investment strategy that seeks to maximize the profitability of a portfolio taking into account the risk assumed in the investments.

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2022.7.11 Vítor Ribeiro, CFA

Other factors to consider when calculating Return on Investment

Examining the return on investment characteristics of an asset or an investment portfolio is one of the essential steps in finding the ideal portfolio.

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2022.7.8 Vítor Ribeiro, CFA

The weighted rate of return: TWRR vs. MWRR

In this article we will look at the concepts of TWRR and MWRR, i.e. time-weighted rate of return (TWRR) and money-weighted rate of return (MWRR).

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+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.

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