Tactical Investment de Yago García
Yago GarcíaTAA | Inversiones a largo plazo | Carteras de inversión
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 134 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | Language |  Spanish | |||
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yagogarcia.substack.comLatest Issues
WOUTER KELLER’S BOLD ASSET ALLOCATION – AGGRESSIVE
INTRODUCCIÓN
Durante las últimas semanas he estado hablando bastante sobre la importancia de analizar estrategias de asignación táctica de activos con datos, con profundidad y, sobre todo, con sentido común.
No se trata de buscar la est...
SEGUIMIENTO CARTERAS TAA - JUNIO 2026
Acceso exclusivo al análisis y seguimiento de estrategias para proteger y mejorar nuestras inversiones.
Bienvenido/a al Seguimiento de Carteras TAA. Aquí, cada mes, concentramos lo importante: qué estrategias de Asignación Táctica de Activ...
¿LAS ESTRATEGIAS TAA NO COMPENSAN POR IMPUESTOS?
INTRODUCCIÓN
Hay una frase que aparece una y otra vez cada vez que hablamos de estrategias TAA:
“Muy bonito el backtest, pero en España eso no compensa por impuestos.”
Y la crítica tiene una parte razonable.
En España, los ETFs no...
MEJORANDO LA FRANK VASQUEZ GOLDEN RATIO PORTFOLIO CON TAA
Cómo una simple media móvil de 5 meses puede reducir drawdowns y hacer que una cartera diversificada sea mucho más estable.
INTRODUCCIÓN
FRANK VASQUEZ GOLDEN RATIO PORTFOLIO
INTRODUCCIÓN
Dentro de las carteras de largo plazo, hay algunas estrategias que destacan por su sencillez, otras por su diversificación y otras por su equilibrio entre rentabilidad y riesgo.
La Frank Vasquez Golden Ratio Portfolio pert...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Especializado en análisis de mercados y gestión de patrimonios con un enfoque en fortalecer decisiones financieras mediante insights prácticos y análisis detallados.
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