
How much your investment will be after 20 years?
April 24, 2013 By Nick Raquel 16 Comments
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
April 30, 2013 By Nick Raquel Leave a Comment
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)
February 21, 2012 By Nick Raquel 3 Comments
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
May 3, 2013 By Nick Raquel 4 Comments
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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How to Choose the Best Mutual Fund Company
By Nick Raquel
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 [...]
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GSIS Mutual Fund and the P1,000 Initial Investment Privilege for Government Employees
August 1, 2012 By Nick Raquel 26 Comments
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 [...]

Increase Your Savings By Spending Less
August 29, 2012 By Kara Michelle Leave a Comment
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 [...]

A Losing Deal: Mutual Funds’ Cash Dividends
May 21, 2012 By Nick Raquel 2 Comments
A lot of people fancy a lot on dividends given by mutual fund companies. They often ask me, “hey nick, does the mutual fund you’re offering gives dividends?”, with the perception that the history of dividend declaration should be an input in their decision making as to what Mutual Fund Company to invest in. Bad [...]

5 Ideas to Help you Increase your Income
August 27, 2012 By Kara Michelle 3 Comments
Some people live by the formula ‘Income – Expenses = Savings’, where savings is entirely dependent on their expenses for that particular period. Sadly, there are many Filipinos out there who spend more than what they earn and get racked up in debts as a consequence. On the other hand, there are people who use [...]

Mutual Funds vs. Direct Stock Market Investing
November 19, 2012 By Nick Raquel 7 Comments
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 [...]






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