Manila, Philippines
investmoneyPH@gmail.com

Category: UITF / Mutual Funds

Money Things to Do During the Covid19 Lockdown

Money Things to Do During the Covid19 Lockdown

Sharing is caring:

What else to do? How to be productive in managing your finances while in Covid19 lockdown.

Advertisements
stocks charts

Stock Market Outlook 2019 – COL Financial, BPI Asset Mgt

Sharing is caring:

The PSEi ended in red this February, closing at 7705, down by 4.3% for the month. This comes after months of recovery starting October last year. On the monthly chart, the conversion line (blue) of the ichimoku cloud system remains below the base line (red line) which means it remains bearish and the recovery from…
Read more

afraid to be rich

Investment Vehicles to Avoid

Sharing is caring:

As you make important decisions about your money and what to invest in, it’s good to know which investments are good and which ones aren’t. Unfortunately, this isn’t always clear. You might end up confused about what to do. Confusing policies are everywhere. Along with this, some investment brokers act more like salesmen than teachers,…
Read more

one off investment or cost averaging

#AskGeri: One Time Investment or Cost-Averaging, Which is Better?

Sharing is caring:

Hi Geri, I’ve read your #10Steps book. You discussed both these options but I just want to ask your honest personal opinion, which is the better option: peso-cost-averaging or one time investment, specifically for a waiting period of 10 years? Thanks a lot! -DS22 via #AskGeri email Hi DS22, Thank you for reading my book.…
Read more

invest in US stock market

Invest in or Trade Facebook, Apple, Google and Other Foreign Markets, ForEx

Sharing is caring:

I got this email from Security Bank (PSE: SECB) promoting their SB US Equity Index Feeder Fund (this is not a paid promotion by the way, I wish!). The caption further read “the US Equity Feeder allows you to invest in world’s biggest economy.” So naturally I got curious and here I am sharing what…
Read more

bdo eip ewb feeder fund

Cost Averaging Through BDO Equity Fund and EastWest PhilEquity Feeder Fund

Sharing is caring:

Two of my regular investment plans are BDO Easy Investment Plan (EIP) and EastWest Bank PhilEquity Feeder Fund. They automatically buy for me multiple times in a month.

My Coin Bank Gives Me Better Yields vs PHP100K 3-Year Time Deposit

Open a PERA, Grow Your Money, Retire Comfortably

Sharing is caring:

Good news. Last week, major banks launched their PERA UITFs, namely that of BPI and BDO. Wanted to let you know of the good news as soon as possible so we can all review, conduct due diligence and consider this investment.

Lessons from Investagrams InspirePH 2018 (Part 2)

Ask Geri: I Want to Get VUL and Mutual Funds. Is it OK?

Sharing is caring:

I’m planning to invest in VUL. But still, I also want to invest in mutual funds simultaneously. Is it ok to do this simultaneously? Which has higher return? I’m trying to weigh how much to allocate for both given my limited budget.

TEL Me Where It Hurts - When Buy and Hold Hurts Your Investments

TEL Me Where It Hurts – When Buy and Hold Hurts Your Investments

Sharing is caring:

What happened to TEL shows how Buy and Hold (Forever) can hurt Juan’s investments. Those who bought TEL in 2006, hoping to gain much from it, will be depressed to see that after 10 years, there wasn’t any capital appreciation. Wasted time. Wasted paper gains all those years. I hope not a lot of people did that. Though again, a small compensation is the dividends so in that sense, it is still a lot better off than time deposits (even if invested capital did not appreciate).

How You Should Spend Your Loan... And How You Should Not

BSP Allows Unit-paying UITFs

Sharing is caring:

With this development, soon there will be UITFs that provide passive income via dividends, without the need for Juan to redeem his investment principal. So Juan can just hold on to his principal, enjoy the capital appreciation, while reaping the unit-payment income on the side.

Do NOT follow this link or you will be banned from the site!