🔄 The portfolio’s index investing strategy has shifted from ‘Aralp’ to ‘My Investor’ for easier accessibility.
📊 My Investor uses a robo-advisor with a diversified portfolio, including exposure to the S&P 500 and sustainable equity funds.
🌍 The portfolio includes both variable and fixed income, with geographic diversification across the U.S., Europe, and emerging markets.
📈 In January, My Investor contributed €589.67 in latent capital gains to the portfolio.
@ElClubDeInversion:
“The first thing we are going to do in relation to the stock market is to replace the Aral strategy with an investment that continues to be in indices, but in this case, instead of following the Aral strategy where we were pivoting from asset to asset according to market conditions, what we are going to do to make it accessible to everyone, regardless of the level of knowledge you have, is we are going to do it through a Robo advisor, and among all those available, the one I have decided to choose for this is My Investor. So, that’s what we have done, simply take the money that was invested in the Aralp strategy, which was proving to be very profitable, and pivot it to My Investor, where it will be a similar philosophy, although be careful, not exactly the same, because it will have less exposure to variable income in the United States. So, it is likely to be less profitable in the long term, but on the other hand, it will be a portfolio where we will not have to be aware of whether we have to pivot or not from assets, and therefore, for people who are starting, who always ask, ‘Hey, is it a good time to invest or not,’ you don’t have to consider it because it is a portfolio that has a little bit of everything.”
Watch the exact part of the video where Andrea talks about My Investor here:
Watch the video on YouTube.
Read more articles by the world’s top 100 analysts on My Investor at the following link. BLOG.
