Tactical Investment de Yago García
Yago GarcíaTAA | Inversiones a largo plazo | Carteras de inversión
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 152 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | Language |  Spanish | |||
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yagogarcia.substack.comLatest Issues
MEJORANDO LA DAVIDE PISICCHIO PEPPERONI PORTFOLIO CON TAA
INTRODUCCIÓN
En el post anterior analizamos en profundidad la Davide Pisicchio Pepperoni Portfolio, una cartera que, aunque a primera vista puede parecer una variante más de la clásica 60/40, tiene bastante más personalidad de la que sug...
DAVIDE PISICCHIO PEPPERONI PORTFOLIO
INTRODUCCIÓN
Cuando hablamos de carteras de largo plazo, probablemente una de las estructuras más conocidas sea la clásica 60/40:
-
60% renta variable para generar crecimiento.
-
40% renta fija para estabilizar la cartera.
Sob...
MEJORANDO THE LAZY TEAM HIGH YIELD BONDS INCOME PORTFOLIO CON TAA
INTRODUCCIÓN
En el post anterior analizamos la The Lazy Team High Yield Bonds Income Portfolio, una cartera que resulta especialmente interesante porque rompe una asociación bastante habitual entre los inversores:
“Renta fija” no sig...
SEGUIMIENTO CARTERAS TAA - SEPTIEMBRE 2026
INTRODUCCIÓN
Agosto de 2026 deja una actualización bastante más tranquila que la del mes anterior. De las catorce estrategias TAA que seguimos mensualmente, once mantienen exactamente la misma cartera y únicamente tres modifican sus asi...
THE LAZY TEAM HIGH YIELD BONDS INCOME PORTFOLIO
INTRODUCCIÓN
Cuando pensamos en una cartera formada exclusivamente por bonos, la primera imagen que suele venirnos a la cabeza es la de una inversión tranquila, estable y defensiva.
Y, en muchos casos, tiene sentido.
La renta fija pue...
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| Subscribers | Engagement | 69 | 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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