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Get Organized to Make Your Investments More Efficient – P2P Loan

Diversifying is good, but it can be complicated if you do not organize yourself. Remember that maxim: “Do not put all the eggs in the same basket”. For that phrase also applies when it comes to investing, and it is one of the best tips to minimize risk.

In recent years, technology has made investment more affordable and has put dozens of asset classes that were restricted to large banks.


Diversifying is good, but it can be complicated if you do not organize yourself

Diversifying is good, but it can be complicated if you do not organize yourself


According to Fisher’s report, from 2014 to 2018, Fintechs grew by 700% and about 60 are active in the investment sector. They act in: stocks, funds, fixed income, P2P, crowdfunding, active crypto, among others.

There is an application to invest in currency crypto, another to Treasure Selic, a platform to allocate in stock and still has the one that invests in P2P loans. When you realize the memory of the phone is full and opens several apps or the computer to see how much each one is rendering.


Wow, I was even tired 

Wow, I was even tired ....

I know that you are aware, but be careful not to be experiencing any newness, each investment has different goals, incomes and deadlines. Importantly, they are aligned with your goals and especially your budget.

So it is critical that before you start investing being organized is critical for you to succeed.


Steps not to get lost

Steps not to get lost

  1. Set a budget: Organize your accounts and see how much you have available to invest. There are applications such as the Pocket Guide and the Organize that help you control your spending.
  2. Then set your goals: Important to know how much you want to earn and how much time. Make short and long goals so you can have a faster return.
  3. Ideally, you diversify the types of investments to reduce the risk of losses.
  4. Organize your investments: You can make spreadsheets to track investments or have a portfolio manager. In the Gorilla app, for example, you can control various different products through the app, and a single interface shows the updated value of your equity and historical profitability.



If you want to be more profitable I have a focus on your goals and tools that optimize them and do not confuse you even more.

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