Tactical Investment de Yago García
Yago GarcíaTAA | Inversiones a largo plazo | Carteras de inversión
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 137 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | Language |  Spanish | |||
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yagogarcia.substack.comLatest Issues
MEJORANDO LA ALL COUNTRY WORLD 20/80 PORTFOLIO CON TAA
Cómo una simple media móvil de 12 meses puede convertir una cartera global conservadora en una estrategia mucho más estable, reduciendo drawdowns sin sacrificar prácticamente rentabilidad.
INTRODUCCIÓN
¿QUÉ PASA FISCALMENTE CON UNA TAA CUANDO LA CARTERA CRECE?
Nota previa: el jueves se publicó una versión de este artículo, pero detecté un problema en la base de datos que alimentaba las tablas, por lo que decidí retirarlo y revisar todos los cálculos antes de volver a enviarlo. Disculpad las moles...
ALL COUNTRY WORLD 20/80 PORTFOLIO
INTRODUCCIÓN
La All Country World 20/80 Portfolio es una cartera claramente defensiva.
Su idea principal es sencilla: mantener una pequeña exposición al crecimiento global a través de la renta variable, pero construir la mayor parte de...
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
Bienvenido/a al Seguimiento de Carteras TAA. Aquí, cada mes, concentramos lo importante: qué estrategias de Asignación Táctica de Activos (TAA) estamos siguiendo, cómo van y cómo rotan. Sin ruido, sin humo.
🧭 Por qué TAA: buscamos combi...
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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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