investment calculator

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 [...]

choosing the best mutual fund

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

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 [...]

FEATURED ARTICLES

How Do I Know The Value of my Mutual Fund?

Mutual funds and UITFs are commonly the top choices of investors who don’t have the time to personally scan fixed-income instruments or monitor their own stock portfolio. As mentioned in my previous article, both mutual funds and UITFs are pooled funds from several investors that are professionally managed and invested in different instruments such as [...]

Stock Market Investment

Mutual Funds vs. Direct Stock Market Investing

Now that you are decided that you are ready to start investing, you are then starting to look at your options. And after a few searches, you ended up having to choose from two viable options – Mutual Funds and Stock Market. Thinking which is better, you now felt you’re in a dead end. Worry [...]

TORTOISE AND HARE ON TRACK

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 [...]

OFWs Guide to Mutual Fund Investing in the Philippines

Mutual Funds are one of the best investments a potential investor can dive in if he/she lacks the ability or time or both to monitor and study the seemingly complicated world of stock market investing. The good news is, investment application for mutual fund investing is very easy – well, that is if you are [...]

best time to invest

When is the Best Time to Invest?

This has been one of the many questions of most people visiting this blog. Maybe it’s time to reveal the greatest secret of investing success. The best time to invest in the Stock Market, Mutual Funds, or even FOREX, is when the market reached the point where there is no other way to go but [...]

The Ultimate Guide For Newbie Investors: Stock Market 101 Part 1

Learning how to invest in the stock market can be a daunting process but trust me, once you get the hang of it, you’d be amazed by how much it can augment your income if you would play the cards right. But, as I have mentioned in my previous article, you need to devote time [...]