Learn as you go
Understand your portfolio with greater confidence
Plain-English guides covering the concepts that matter most for tracking Mexican and international investments.
Featured guides
How to calculate portfolio return
The difference between absolute return, percentage return, and annualized return, with simple examples.
6 min read · Updated 2026-06-02
Realized vs. unrealized gains
Why the gain on paper is not the same as the gain you have actually locked in.
5 min read · Updated 2026-05-18
How to organize dividend records
A simple structure for tracking gross dividends, withholding, and net income over time.
7 min read · Updated 2026-06-10
All guides
How to calculate portfolio return
The difference between absolute return, percentage return, and annualized return, with simple examples.
6 min read · Updated 2026-06-02
Realized vs. unrealized gains
Why the gain on paper is not the same as the gain you have actually locked in.
5 min read · Updated 2026-05-18
How to organize dividend records
A simple structure for tracking gross dividends, withholding, and net income over time.
7 min read · Updated 2026-06-10
How portfolio benchmarks work
Why comparing your return to a benchmark gives you more context than the number alone.
6 min read · Updated 2026-04-29
What XIRR means
A plain-English explanation of XIRR and why it accounts for the timing of contributions.
8 min read · Updated 2026-06-21
How portfolio rebalancing works
The idea behind target allocation, drift, and adjusting a portfolio back toward a plan.
7 min read · Updated 2026-05-02
How to organize investments from multiple brokers
A practical approach to bringing scattered records into one consistent view.
6 min read · Updated 2026-06-14
How to track CETES in a portfolio
Recording government fixed-income instruments alongside stocks, ETFs, and funds.
5 min read · Updated 2026-03-30
How currency changes affect international investments
Why an investment can gain in its original currency and still change in value in MXN.
7 min read · Updated 2026-05-27
How to calculate an investment's average cost
Working out a blended purchase price after buying the same investment more than once.
5 min read · Updated 2026-06-05