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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 [...]

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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 [...]

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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 [...]

Do’s and Don’ts in Mutual Fund Investing

Do’s and Don’ts in Mutual Fund Investing

This article was originally posted in Moneysense Philippines’ official website. Learn more about them here. If done correctly, mutual funds can be a very good investment to achieve your financial goals. There is no such thing as a bad time in investing in a mutual fund but only bad choices. So here is a short guide [...]

Bad Money Habits And How To Overcome Them

Most of us probably include saving more money or paying all credit card debts in our New Year’s resolution. And chances are, it stays on our bucket list of things to do all year long. After all, saving more and spending less may be the hardest thing to do especially with all the deals, promos [...]

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eBook Project: A Comprehensive Guide to Investing in Philippine Mutual Funds

Mutual Fund PH has been online for more than a year now. From then, I have been focusing my articles in sharing with you guys the things that I’ve learned in a manner that I believe is understandable for people without any financial background. If you could remember, I even conducted a free webinar to [...]

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Starting Your Own Business? Learn How To Create A Business Plan

When that entrepreneurial spirit kicks in and you finally decide to try and get your feet wet, the next step you should take is to create the business plan. It is in the business plan where you write in detail what you plan to do and how you plan to do it. It must contain [...]