How to Invest in the Stock Exchange with Index Funds: Portfolio Management Robo Advisors Automatic Systems
Author: Chamorro Sanchez, Miguel Angel
ISBN: 9798591271435
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In this book we are going to explain how to create an investment system with indexed funds performing semi-passive management, which has allowed us to obtain in the first half of 2020 a positive return on our portfolio of 23% compared to a fall in the S&P 500 index in this same period of -5%. In this book we will see how to create an investment system that in addition to seeking a return that is above inflation, meets the requirement of having controlled risk, for this we will use a profitable asset with which we can control this risk, benefit from compound capitalization, have very low management commissions and have a favorable taxation. To create this investment strategy, we will use investment funds and more specifically index funds, using Morningstar's help to choose the best fund and to design the MetaTrader investment strategy.But we are not going to make a static investment to buy and wait to see how our portfolio evolves, but we are going to opt for an investment that we have called semi-passive management, that is, we are going to invest in an index fund, for example in the S&P 500, entering and leaving it depending on what the investment system that we are going to create indicates to us, based on technical and fundamental analysis, for which we will have the help of the Meta Trader computer program, which It will allow us to be invested in upward trends and out of the market in downward and lateral trends. Miguel Ángel Chamorro Sánchez has a degree in Economics and Actuarial and Financial Sciences from the UCM. Certified by CUNEF as Expert in Banking and Financial Advice. All his professional activity has been developed in Banking, where he has held different positions from Commercial, Office Director, Investment Analyst and Dealer in the Options and Futures Market.