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 [...]

Coins and plant, isolated on white background

What does “Make money work for you” really mean?

“We go to school to learn to work hard for money. I write books and create products that teach people how to have money work hard for them.” – Robert Kiyosaki I cannot recall when I first heard of the popular quote “Make money work for you” by Robert Kiyosaki. However, what I remember clearly [...]

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

Exchange Traded Fund

What is an Exchange-Traded Fund (ETF)

With the ongoing development of the Philippine Stock Exchange’s (PSE) initiative to introduce another investment vehicle called Exchange-Traded fund, a lot of people in our Facebook Page have been very curious on how it actually works. Let’s check it out! Investopedia defines an Exchange-Traded Fund as “A security that tracks an index, a commodity or [...]

market-order-stock-trading

Types of Orders In The Stock Market

There are several types of orders that you can place when trading in the stock market, each with its  own set of features that suit different trading requirements. Here in the Philippines, the most commonly used stock orders are the market, day, good till cancelled, limit, at the open, and at the close order. Let’s [...]

marketing

The 4 P’s of Marketing

In any business, whether big or small, three core functions must be closely monitored to ensure that the business will stay competitive and profitable. These are operations, sales & marketing, and finance. These three departments must be working harmoniously towards achieving the objectives of the business. In this post, I’ll talk about marketing and how [...]

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 [...]

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 [...]