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2021.8.19 Vítor Ribeiro, CFA

Diversification: from Traditional Portfolio to Modified Portfolio

Portfolio diversification involves putting money into more than one financial application. We will try to answer two questions: what mechanisms exist to overcome these mistakes and how we should build the investment portfolio.

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2021.8.16 Vítor Ribeiro, CFA

The great debate on Inflation

Understand why prices go up from time to time and what are the causes of inflation. A definida é definida como uma subida generalizada dos preços e não apenas uma subida de determinado produto ou serviço. Ou seja, podemos ter um grande aumento no preço de um artigo específico e não termos relativos.

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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.

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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.

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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.

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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.

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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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