BDO Easy Investment Plan (EIP) Analysis and Updates

Posted 1 CommentPosted in Investments, UITF / Mutual Funds

This discipline in investing at regular intervals removes the need to time the market (good for newbies and those who don’t have time to monitor the market) as well as removes the emotions in executing every trade (greed during market runs or fear to invest when market goes south).

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Ask Geri: How to (1) Invest in Stocks Via Banks, (2) Beat Inflation and (3) Differentiate Blue Chips vs Smaller Cap Companies?

Posted 37 CommentsPosted in Financial Literacy, Stocks, UITF / Mutual Funds, Ask Geri, Personal Finance

If ever you go for a UITF, just choose stocks-related funds assuming these meet your risk appetite. Banks will ask you to answer a questionnaire to determine your risk appetite and investment horizon. Initial investment can be as low as PHP10K and incremental investments as low as PHP1K.

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Easier Than Stocks: How To Gain From UITF Trading

Posted 17 CommentsPosted in Investments, Stock Market 101, Stocks, UITF / Mutual Funds

If the actual stock market is green, then there is a big chance that the equity-based UITF prices to be published by end of day (~5pm to 7pm) is also green. If the stock market is down today, then equity-based UITF will likely be down as well. As such, if you buy before cut-off (in this case by 2:30pm), then you’ll be able to buy at end of day prices. Same with selling.

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Where to Put My Christmas Bonus? v2

Posted 1 CommentPosted in Investments, Financial Literacy, UITF / Mutual Funds, Credit and Loans, Insurance, Personal Loans, Personal Finance

Fully or partially pre-term your loans. I know this sounds so killjoy but hey, delay of gratification is always gratifying. And think about this. Imagine the interest savings you can get by pre-terminating your loans. Or the freed up money that used to be spent on amortizations.

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