Analysis and Strategies

While investing money in capital markets, many investors use information on their decision making process. These information can be macroeconomic, companies’ reports, economic fundamentals (inflation, GDP, exchange rates), market indexes, share prices and many other sources. All of them can be used in benefit of the investor.


In this section, you’ll be looking at the most famous strategies for buying shares and investing, such as the fundamental analysis, which bases decisions on companies’ financial reports, or technical analysis, based on pricing graphs for shares and stock to find whether a share is cheap or not. Besides, most strategies for options are also shown here, with practical examples and illustrations, showing risks and advantages of each one of them.



short-condor

Short Condor

1. Definition The Short Call Condor is a combination between the Bear and the Bull Spreads, using four Calls with different exercise prices, for a same expiration date. In this strategy, two ITM sales...

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Swing Trade

The Swing Trade comprises a more speculative approach, in which the investor is just willing to buy or sell in the short term, with no intetions of being a shareholder and taking advantage of...

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Forward markets

1. What is it? Forward markets regards the future. A forward operation involves buying or selling a volume of shares, at certain prices, for future delivery. Conditions are freely negotiated between the counterparts and...

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Long & Short

Long & Short regards buying and selling positions, respectivelly. In this operation, na investor keeps both positions, buying some share or asset and also selling another, with balanced results, without disbursing Money, looking for...

carteira-de-acoes

Stock Portfolio – Index

Stock Portfolio – Index The shares index indicates the average performance for a theoretical portfolio of shares. They are used as a scale for measuring the markets behavior. There are many indexes, such as...

day-trade

Day Trade

The Day Trade, an operation widely known by speculators, consists of buying and selling an asset in a same day. Thus, it comprises a very short term operation. There are advantages and disadvantages for...

buy-hold

Buy & Hold

Buy & Hold The Buy & Hold strategy is a very conservative one, which consists in buying stock and just keep it for a long period on a portfolio, as long as it produces...

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Borrow – BTC

At the stock exchange, one can borrow stocks. You can either borrow them from another investor or lending your stocks to other people. By doing that, shares are actually transferred to a counterpart, who...

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Financial Indexes and Indicators

Financial index and indicators The financial statements analysis involves comparisons between the performance of a company and their similar in a same Market, as well as analyzing its past, checking historical data and events....

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Cash Flow

Cash flow is maybe the main tool for analyzing a company. It actually shows the money that comes in or leaves the company’s cash, exposing the cash cycle from moves within the cash and...