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Volver a Inversión 101

Inversión 101

Índices, costes y interés compuesto

The answer that applies to everyone, before you opt into more work. Costs, time, allocation, and the arithmetic that makes those three matter more than any pick.

18 guías · Para principiantes

Market basics6 min de lectura

How the Stock Market Works in Four Simple Moves

Buying a share makes you a small owner of a business. The market then gives that share a moving price, based on what buyers and sellers believe about the business and the future.

A partir de un vídeo de @TEDEd YouTube

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Before you start5 min de lectura

What Has to Be True Before You Invest Anything

Before any strategy, one sorting job: which of your money has a date attached to it. Get that wrong and a normal market fall turns into a forced sale — which is the one loss no method can recover from.

A partir de un vídeo de @MoneyGuyShow YouTube

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Price moves6 min de lectura

Why a Stock Falls on Good News

The most confusing thing a beginner watches happen, explained once: the number a company reports is not compared with last year. It is compared with what everyone already assumed, and that assumption is already in the price.

A partir de un vídeo de @kylascanlon YouTube

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Interest rates6 min de lectura

What a Central Bank Actually Sets, and What It Only Influences

“The Fed cut rates” is the most misread headline in finance. It sets one very short rate; everything with a longer horizon is priced by a different market, and often has already moved before the decision.

A partir de un vídeo de @firstcitizensbank YouTube

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Funds6 min de lectura

Index Funds and ETFs: What You Are Actually Buying

Everything else in this track tells you to buy an index fund. This is the guide that says what one is, why the fee is so small, and how an ETF differs — which is less than most comparisons suggest.

A partir de un vídeo de @BrianFeroldiYT YouTube

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Getting started9 min de lectura

Why Most Active Investors Trail the Index

The case against stock picking is usually presented as an insult. It is not — it is arithmetic. Understanding why the average active investor must trail the index tells you exactly where an individual's remaining edge lives.

Basado en A Random Walk Down Wall StreetBurton Malkiel

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Getting started8 min de lectura

Investing Is a Loser's Game, and That Is Good News

In amateur tennis, points are not won — they are given away. Ellis's claim is that professional investing crossed the same line, and that the winning strategy is therefore to stop making mistakes rather than to make brilliant moves.

Basado en Winning the Loser's GameCharles D. Ellis

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Costs7 min de lectura

How a 1% Fee Takes a Quarter of Your Money

John Bogle's argument fits in one line — you keep what you do not pay away — and beginners routinely underestimate the number by an order of magnitude. Here is the calculation, done slowly.

Basado en The Little Book of Common Sense InvestingJohn C. Bogle

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Time8 min de lectura

Compounding Is Boring for a Long Time, Then It Isn't

Compounding produces almost nothing for years and then produces almost everything. That shape explains why patient investors win, why most people quit before the interesting part, and what to optimise for instead of returns.

Basado en The Psychology of MoneyMorgan Housel

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Inflation9 min de lectura

Real Returns: What Inflation Does to a Number You Were Proud Of

Every return you are quoted is before inflation. Subtracting it changes which assets look safe, changes how much you need to save, and turns the safest-feeling choice into the one guaranteed to lose.

Basado en Stocks for the Long RunJeremy J. Siegel

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Expected returns6 min de lectura

The Average Year Never Actually Happens

Long-run stock returns are a summary, not a forecast. In 47 years of data the average return happened zero times, and half of all years landed outside a range twenty-three points wide.

A partir de un vídeo de @BenFelixCSI YouTube

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Dividends7 min de lectura

A Dividend Is Not Free Money

The payment is real. The idea that it is income arriving on top of your investment is not — it comes out of the share price, on the day, every time.

A partir de un vídeo de @BenFelixCSI YouTube

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Allocation9 min de lectura

The Only Free Lunch: Why Correlation Pays You

Markowitz proved something that sounds wrong: adding a volatile asset to a portfolio can reduce its risk. The mechanism is correlation, and it is the one advantage in investing you get without predicting anything.

Basado en Portfolio SelectionHarry Markowitz

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Bonds6 min de lectura

What a Bond Actually Is, and Why Its Price Moves the Wrong Way

The other half of every asset allocation, and the one nobody explains first. A loan, a fixed yearly payment, a date — and one relationship that looks backwards until you see the arithmetic.

A partir de un vídeo de @MindMathMoney YouTube

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Allocation10 min de lectura

Asset Allocation and Rebalancing: The Decision That Does Most of the Work

Before you choose a single holding, you have already made the decision that determines most of what happens: how much of the money sits in stocks. Here is how to set it and how to keep it there.

Basado en The Four Pillars of InvestingWilliam J. Bernstein

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Diversification9 min de lectura

Home Bias: Why One Country Is Not the World

The single largest concentration in most portfolios is not a stock. It is a country — usually the one the investor happens to live in, chosen by nobody.

Basado en Triumph of the OptimistsElroy Dimson, Paul Marsh and Mike Staunton

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Getting invested6 min de lectura

Dollar-Cost Averaging vs Investing It All At Once

Averaging in feels safe and is measurably worse. But the size of the gap is small, and the reason people want it points at a different problem entirely — one worth fixing directly.

A partir de un vídeo de @BenFelixCSI YouTube

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ETFs10 min de lectura

Buying an Index ETF Only on Red Days — What the One-Minute Rule Actually Does

Divide the month's investment by the number of trading days. Check the index once a day. Buy a slice only when it is red. It takes a minute, it is easy to keep, and it is a spending schedule rather than an edge — which is fine, as long as you know which one you bought.

A partir de un vídeo de @PushkarRajThakurOfficial YouTube

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