Blog Posts

Why Index Funds Are Sabotaging Your FIRE Timeline: The Systematic Solution

• Fabio Capela
• Fire , Systematic investing , Portfolio management , Financial independence , Investment strategies , Retirement planning , Asset allocation , Quantitative finance

Most FIRE investors are unknowingly adding 5+ years to their retirement timeline by sticking with “safe” index funds. While the investment world preaches the gospel of passive investing, a growing number of sophisticated investors are achieving Financial Independence faster through systematic strategies.

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Why Most DIY Investors Underperform (and How to Fix It)

• Fabio Capela
• Finance , Investing strategies , Portfolio management , Risk management , Behavioral finance , Diy investing , Asset allocation , Passive investing

The promise of DIY investing is appealing: take control of your financial future, avoid advisor fees, and potentially beat the market. Yet research consistently shows that self-directed investors typically underperform major market indices by a significant margin.

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Trend Following Strategies: What 137 Years of Research Reveals (2024 Guide)

• Fabio Capela
• Finance , Investing strategies , Portfolio management , Risk management , Trend following , Systematic trading , Market momentum , Volatility targeting , Machine learning , Reinforcement learning , Alternative data

Trend following has long been a cornerstone strategy for traders and investors. By systematically riding market momentum, trend following strategies have historically delivered strong risk-adjusted returns across various asset classes. But how does the strategy hold up in different environments, and what does academic research say about its efficacy? Let’s explore the key insights from a wealth of scientific literature on trend following.

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9 Proven Strategies to Reduce Portfolio Drawdowns in 2024 (Expert Guide)

• Fabio Capela
• Finance , Investing strategies , Portfolio management , Risk management

In 2024, investors are more conscious than ever of the impact of market downturns on their portfolios. With global economic uncertainty and volatile market dynamics,reducing drawdowns - the peak-to-trough declines portfolio value - has become a key focus. By employing the right strategies, investors can protect their wealth and reduce the anxiety associated with significant losses. Below, we explore several actionable strategies to reduce portfolio drawdowns, helping you maintain steadier returns over the long term.

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