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 [...]
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 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 [...]
A Losing Deal: Mutual Funds’ Cash Dividends
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 [...]
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 [...]
Great Books to Fire Up Your Financial Wisdom
Personal Finance is not something everyone is really well aware of. In a country where investments are seemed to be for the rich only, a topic of Personal Finance is something irrelevant. In a case like that, it is imperative that everyone needs to read more, learn more! Randell Tiongson, an advocate of Life and [...]
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 [...]
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 [...]
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