Compound and Hold
Getting started
Opening a brokerage account
Your first investment
Emergency fund before investing
Understanding risk
Time horizon
Common beginner mistakes
Avoiding investment scams
Budgeting and debt before investing
Credit card debt and why it is paid first
Objetivos, plazos y liquidez
Documents needed to open an account
Risk profile and suitability questionnaires
First-time investing mistakes
Free financial education from regulators
Budgeting and debt before investing
Credit card debt and why it is paid first
Documents needed to open an account
First-time investing mistakes
Free financial education from regulators
Instruments
Tesouro Direto (Selic
IPCA+
Prefixado)
CDB
LCI/LCA
LCA
debentures
acoes
FIIs
ETFs
fundos
CETES
bonos
Bolsa Mexicana
SIEFOREs
fondos de inversion
plazo fijo
bonos
CEDEARs
FCI
dolar MEP
depositos a plazo
fondos mutuos
APV
CDTs
international ETFs
BDRs
US shares
imoveis
ouro
FIIs
Inflation & currency
Investing when inflation is high
Real vs nominal returns
Indexed instruments (IPCA+, UDI, UF)
Dollarisation and holding USD
Exchange rate risk
Protecting purchasing power
What happened to savers in past crises
How inflation is measured in each country
UF
UVA
UDI
IPCA
Controles cambiarios y restricciones
Remittances and transfer costs
A history of crises and deposit freezes
Country risk and credit ratings
How inflation is measured in each country
Country risk and credit ratings
Portfolio
Asset allocation
Diversification across currencies
Rebalancing
Dollar cost averaging
Fixed income vs equities
Retirement planning (previdencia, AFORE, AFP)
Reviewing your portfolio
Tax & rules
income tax on investments
come-cotas
regressive table
share exemption
ISR sobre rendimientos
retencion
Argentina: personal assets tax and schedular income tax
Chile and Colombia: capital gains tax
Declaring foreign investments
Broker regulation and investor protection
Filing deadlines by country
How to declare overseas investments
Withholding tax and advance payments
Compensacion de perdidas
Inheritance and succession of investments
Residencia fiscal y doble tributacion
Penalties for not filing
Filing deadlines by country
How to declare overseas investments
Penalties for not filing
News
Reguladores y proteccion
CVM
Banco Central do Brasil
FGC
CNBV
Banxico
CONDUSEF
IPAB
CNV
BCRA
Chile: CMF
Colombia: Superintendencia Financiera
Peru: SMV y SBS
Uruguay: Banco Central del Uruguay
How to check whether a broker is registered
What each deposit guarantee covers and does not cover
What happens if a broker fails
Brokers y plataformas
How a brokerage account and custody work
Commissions, spreads and hidden costs
XP
Rico
Clear
NuInvest
BTG Pactual digital
corretoras de bancos
GBM
Kuspit
Actinver
casas de bolsa bancarias
IOL InvertirOnline
Balanz
PPI
Chile and Colombia: stockbrokers and dealers
International brokers and overseas accounts
Transfers, withdrawals and settlement times
What to check before opening an account
ETFs
ETFs coverage on Compound and Hold.
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