Financial Education

Upbias Mentor Is All about Helping Our Users Become Better 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).

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, we added educational articles, and that was Upbias Mentor start.