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 [...]

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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 [...]

The Ultimate Guide For Newbie Investors: Stock Market 101 Part 2

In this article, we’ll continue answering the most frequently-asked questions about stock market investing. I hope that after reading this article, you’ll continue your quest to gain more knowledge and become a wiser investor. Have you missed the previous article? Check it out here. 5. What is an index? What is the Philippine Stock Exchange [...]

The Most Common Investment Instruments in The Philippines (And why you should start looking into them right now)

Despite the improving economic outlook  of the Philippines coupled by the consecutive ratings upgrade of the top three international rating agencies, the country still remains to have one of the highest cost of living when proportioned with an average person’s salary. With the rising cost of goods, many Filipinos have been searching for other investment [...]

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 [...]