¿Cómo construir una CARTERA de FONDOS DE INVERSIÓN adecuada a tu PERFIL desde cero? 🎙️ Finect Talks

Starting to invest can be overwhelming. If you're starting from scratch, what should you do first? Does it make sense to start with mutual funds? Is it important to know your investment profile and how much risk you can tolerate? In the current climate, with inflation and pensions in doubt, knowing how to start investing is crucial to securing your financial future. We discuss all this with Elizabeth Wakefield, certified financial advisor and CEO of Finanzas Conscientes, who explains how to structure a portfolio from scratch, tailored to conservative, moderate, and aggressive profiles. 00:00 Introduction 02:10 Where should someone starting from scratch begin? 06:55 Who is Elizabeth Wakefield? 08:45 What are the most common mistakes when building an investment portfolio? 13:50 Why are regular contributions important? 15:15 What is a conservative investor? 5:00 PM What percentage of assets would be most appropriate for a conservative profile? 9:20 PM And for a more moderate profile? 11:00 PM Does it make sense to add alternative assets to portfolios? 25:00 PM Does fixed income make sense for an aggressive profile? 26:30 PM When does a profile consider they've changed their strategy and profile? 29:00 PM What is most common? A more fearful profile or one that takes the plunge? 32:00 PM When should you review your fund portfolio? 33:30 PM How can you avoid making portfolio changes when you see declines? 36:00 PM Why is it also important to jump on the opportunity ladder? 37:30 PM What advice would you give to someone who wants to start investing? *This content has been prepared under editorial criteria and does not constitute an investment recommendation or proposal. Investing involves risks. Past performance is no guarantee of future performance.* 🔹 All information, analysis, and tools at Finect: https://www.finect.com/ #investorprofile #finect #financialeducation #finance #invest #investmentportfolio