Upbias Is All about Helping Our Members Become Competent Investors

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 personalized 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 Guide is a free guide that 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.

Short History

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

The website started around the Upbias Stock Portfolio Strategy, and pivoted to focus on ETF Model Portfolios. Then, it expanded to include educational articles.

Coming soon: our virtual investment framework to enable our users to learn to invest by doing, without risking their money. They will be able to create virtual portfolios, get feedback from us, and learn in a fun and practical way."