Upbias Is All about Financial Education

We Provide You with Financial Education Articles, Investing Tools, and Courses

Hi, I'm Ricardo Ribeiro. I'm Upbias' founder.
I have over 20 years of experience in the financial sector. I'm adept at integrating market risk analyses into investment strategies. I'm committed to helping aspiring investors get to the next level, and to shaping the next generation of investment tools and models.
I hold a Professional Risk Manager (PRM™) designation from the Professional Risk Managers’ International Association (PRMIA).
Successful investing is all about risk management.

I Can Help You Become a Competent Investor

The Knowledge Base will provide you with valuable information about various investing topics. Each entry will teach you only one thing, but they will not follow any particular order. We will be adding new topics over time. It complements our Investor Education Program.

The Financial Education Program is a free service delivered by email. It presents an overview of the investment process. It provides you with a map and a starting point to your journey to become a competent investor.

Our Investing Insights explore current market events, and the best ways to handle them. Over time, the insights might help you make sense of the big picture. It is also a free service.

Our Premium Courses presents deeper and straight to the point information to help you get to the next level.

In addition, our ready-made investment models can provide you with examples of how to put together and manage an investment portfolio. In other words, to illustrate what is possible and how to handle it.

Explore the knowledge base, including our investing for beginners article, get the investing insights via our app, and get even more detailed information with our courses.

If you do that, you will be speeding up your journey to becoming a competent investor.

Explore Our Knowledge Base

Short History

"While I was working on a strategy to manage my own savings, it occurred to me that I could build a website around my strategy and help other self-directed investors manage their portfolios. 

The website started around the Stock Portfolio Strategy, pivoted to focus on ETF Model Portfolios, and now it also includes a blog and educational material."

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