How much your investment will be after 20 years?
I have been receiving plenty of inquiries on how much an investment will be after 10 years, 15 years, or 20 years. Answers will, of course, vary depending on how much your initial investments will be, how much additional investments you’ll be making, amount of risks that you are willing to take, and how long [...]
How to Choose the Best Mutual Fund Company
The most challenging part of investing in mutual funds is choosing what mutual fund company you’ll be investing in. And of course, you’ll probably looking for the best. The problem is, as I have mentioned in previous post, “best” is something subjective. It differs from one person to another. There’s really no such thing as [...]
Quarterly Peso Cost Averaging Using PhilEquity Fund, Inc. (PEFI)
Strategy Used: Money Cost Averaging (Peso Cost Averaging) Frequency: Quarterly Amount: P15,000.00 Time Frame: 10 years Details: Using actual NAVPS from philequity.net, this case study aims to illustrate investment profitability using the Money Cost Averaging strategy. This case study assumes that the investor religiously implement the strategy, regardless of market condition. It was also assumed that entry fees are fixed [...]
Top Mutual Funds in the Philippines as of April 30, 2013
As of April 30, 2013, the Philippines has a total of 47 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA). Top 10 Year-to-Date Performer Top 10 5-Year-Average Return Performer Top 10 3-Year-Average Return Performer Here is the complete list of all Mutual Fund Companies and their performance in specified periods. You can [...]
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Increase Your Savings By Spending Less
In the previous article, I mentioned some of the ways you can increase your savings by augmenting your income source. Among the alternative income sources are part-time business, online freelancing, teaching, financial advising and becoming a real estate agent. In case you were not able to catch the post, you can read it here. In [...]
Investment 101: Passive, Active and Advanced Investments
As a new investor, two main options are usually open: Mutual Funds or Individual Stocks. Determining what investment choice to prefer depends on the style you want to adapt. Would you be the conservative or the aggressive type? As differentiated by InvestorGuide.com, “Mutual funds are widely regarded as a passive form of investing, while investing [...]
GSIS Mutual Fund and the P1,000 Initial Investment Privilege for Government Employees
It has been a very wide notion here in the Philippines that investments are for the rich only. Once investments are being opened during casual conversations, you’ll never fail to here a side comment “wow, ang yaman ah! (Wow, how rich!)”. But the thing is, there are so many unexplored investment opportunities out there, of [...]
The Best Mutual Fund Company in the Philippines [for me]
I’ve got a very interesting email from one of you guys, and I’ve decided to share my response here. This is the email. Hi Nick, Among the three (FAMI, PAMI & PEMI), which do you think is the best? Please also take into consideration the costs involved, such as entry, exit fees, sales load, etc. [...]
Financial Independence Through Investments
Have you ever dreamt of the time when you can just quit your day job and spend precious days doing what your heart is passionate about? Tired of waking up early in the morning to face the daily hassles of the rush hour? Chances are, you are not alone in thinking that way. Many have [...]
Mutual Funds or UITFs?
For people who do not have the time and passion to personally monitor their stock portfolio, then investing in mutual funds or Unit Investment Trust Funds (UITFs) is the way to go. In this article, I’ll discuss what these investment instruments are, as well as their similarities and differences. Both mutual funds and UITFs pool [...]
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