by Cristian Barros | 23/02/2025 09:00 AM | Blog
🏢 The company primarily focuses on real estate investment, specifically the acquisition and rental of properties, including the MIM hotel chain.
⚽ 100% owned by Leo Messi's holding company, which recently moved to Andorra, potentially for tax benefits.
📉 The company is currently operating at a loss, but the analysis of real estate investment trusts (REITs) requires different metrics.
💰 It has invested around 223 million euros, primarily funded by contributions from Messi's holding, showing no external financial debt.
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by Cristian Barros | 09/02/2025 06:28 AM | SAN
💰 Fund manages approximately €6.5 billion with a high commission of 1.88%.
📊 Portfolio primarily consists of bonds, with a small percentage in an ETF for gold.
🏦 Significant portion invested in fixed-income funds from the same bank.
📈 A notable 21% is allocated to S&P 500 index funds, despite charging active management fees.
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by Cristian Barros | 09/02/2025 06:28 AM | Blog
🌍 Fund is advised by JP Morgan and invests in large U.S. companies.
💸 Manages nearly €10 billion with a commission of 0.68%.
🔍 Portfolio closely mirrors the JP Morgan US Select Equity Fund.
🤔 Questions arise whether the fund is actively managed or simply replicating another fund.
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by Cristian Barros | 09/02/2025 06:28 AM | Blog
🛡️ Invests in monetary assets like treasury bills and short-term fixed income products.
🎯 Aims for returns similar to the Euro Treasury Bill, around 3% annually.
👎 Charges a 1% annual commission, considered excessive for a monetary fund.
🏦 Primarily used by conservative Spanish investors moving money from current accounts.
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by Cristian Barros | 26/01/2025 05:29 AM | VOO
🎯 Vanguard S&P 500 ETF (VOO) is highlighted as a key tool for passive investing, replicating the S&P 500 index.
💼 It offers diversification across 500 of the largest U.S. companies, making it suitable for risk-averse investors.
💰 The ETF is noted for its low costs and transparency, appealing to both novice and experienced investors.
⚠️ The video cautions that over-reliance on such ETFs can lead to a 'bubble' effect, inflating the value of top-heavy stocks.
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