How to invest on mutual funds???

[Wengkay]

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We have total financial solutions lecture tommorrow at IMG office at 2pm. It is good to know how money works before you start investing in mutual funds.

Sir, naa pa ka sa IMG? i know dugay na ni nga post pro interested ko mo invest. Unsa ako buhaton? Unsa mga requirements ani? naa ko sa gawas sa Pilipinas.

[medwarc]

Sir, naa pa ka sa IMG? i know dugay na ni nga post pro interested ko mo invest. Unsa ako buhaton? Unsa mga requirements ani? naa ko sa gawas sa Pilipinas.

Bro, good morning. Ka team ra mi ni lorenzoleo. You can still invest even if you're working in abroad right now. We will recommend Philequity. You may check and download the files from their website below. For the opening, they required the hard copy. So you need to send it here in the philippines. But once you already have an account, you can do now sending just soft copy. In funding your account, just deposit it in their bank account and send also a soft copy.

Reminder you should have TIN as this is one of the requirements in opening a mutual fund account. Mostly, ari masangit ako mga friend who worked/works in abroad. Ambot ngano wa man silay TIN.

Philequity Management, Inc.

[Wengkay]

Ayay! d ko sure kung naa koy TIN halungkatun pa nko mga papers dri, dako jud ng problema kung ala ana.

Ako nya ni tan-awun ang site kung unsaon jud ni kay la jud ko alam, ako ra jud nahalungkat ni dri nga topic. Salamat medwarc sa information.

[medwarc]

Ayay! d ko sure kung naa koy TIN halungkatun pa nko mga papers dri, dako jud ng problema kung ala ana.

Ako nya ni tan-awun ang site kung unsaon jud ni kay la jud ko alam, ako ra jud nahalungkat ni dri nga topic. Salamat medwarc sa information.

Welcome bro. You may read link below for additional info about mutual fund.

InvestAbility Coming to Singapore | Colayco Foundation for Education

[Wengkay]

naa na ko contact nila unya tagaan ko form via email, wa pako kaayo kasabut ani, so kung mo invest ka bali 5k, after ana unsa nman mag binuwan pa ka ana ug hatag? or?

Other question sad, unsay kalahian kung bata or edaran nka mo invest? kita man gud ko ug age bracket.

[medwarc]

naa na ko contact nila unya tagaan ko form via email, wa pako kaayo kasabut ani, so kung mo invest ka bali 5k, after ana unsa nman mag binuwan pa ka ana ug hatag? or?

Other question sad, unsay kalahian kung bata or edaran nka mo invest? kita man gud ko ug age bracket.

Dili ka obliged nga mag invest monthly bro pero we suggest to do it regularly investing(monthly or every payday) kay diha nimo mas ma appreciate ang mutual fund. Try to accumulate/buy shares as many as you can as long as you can.

Pila na diay imo age bro? Much better man jud bro kung while bata pa ta mag invest na ta kay dako pa ta ug income ana and minus pa ang responsibilidad. So naa jud tay extra money nga ika invest Other factor pud is di pa ta kaayo concern sa health so wala pa kaayoy gasto sa sakit.

I think ang age bracket nga imo gi mention is i evaluate sad ni philequity kung unsa jud angay nimo nga fund. Lisud man gud somewhere 58 na ka then plan to retire at 60 then mag equity fund ka. Volatile ra ba ang stock market. Ma shock 'nya ka bro mu gamay ang imo money nga gi invest.

[arclops]

You may also try a low-cost index fund and make regular investments using value averaging instead of the conventional cost averaging...

[Wengkay]

medwarc: Thank you sa pag explain.

kasabut ra ko sa monthly ug ok ra au nko labi na mo ingon ka'g mas ma appreciate nko ang mutual funds if mag fund monthly...lol but how much man na normally? mo demand cla sa amount? or kita ra magbuot? Ako jud unta plan is mo invest for 5 years or more but since d pa au ko sweto ani 2-5yrs. lng sa ako i-check sa form if ok ang dagan dha nko mo dugay. 33 na ako edad, kay ako man gd naa ko sa gawas so plano nko ako lng mama ang mo fill-up nya beneficiary lng ko but if mo matter ni sa edad, ako nlng name ako ipa register.

Kay lisud au rng panahona, utangan ta sa atu kaila unya d jud magparamdam, i-block pa ta sa fb...haha...DMD! may pa'g i-invest naa pa chance mo tubo.



arclops: low-cost index fund? no knowledge jud ko ani. Thanks sa idea.

[lorenzoleo]

Sir, naa pa ka sa IMG? i know dugay na ni nga post pro interested ko mo invest. Unsa ako buhaton? Unsa mga requirements ani? naa ko sa gawas sa Pilipinas.

Yes bro I am still with IMG. Going fulltime na by September this year.
You can coordinate with Medwarc, he is my teammate. Medyo busy na because our team is getting bigger.


"Build it right the first time, the rest is a good history."

[arclops]

medwarc: Thank you sa pag explain.

kasabut ra ko sa monthly ug ok ra au nko labi na mo ingon ka'g mas ma appreciate nko ang mutual funds if mag fund monthly...lol but how much man na normally? mo demand cla sa amount? or kita ra magbuot? Ako jud unta plan is mo invest for 5 years or more but since d pa au ko sweto ani 2-5yrs. lng sa ako i-check sa form if ok ang dagan dha nko mo dugay. 33 na ako edad, kay ako man gd naa ko sa gawas so plano nko ako lng mama ang mo fill-up nya beneficiary lng ko but if mo matter ni sa edad, ako nlng name ako ipa register.

Kay lisud au rng panahona, utangan ta sa atu kaila unya d jud magparamdam, i-block pa ta sa fb...haha...DMD! may pa'g i-invest naa pa chance mo tubo.



arclops: low-cost index fund? no knowledge jud ko ani. Thanks sa idea.

Example Only...

Fund: Philippine Stock Index Fund Corp.
Website: ALFM | Home
Inception: 14 March 2003
10-yr CAGR (Fund): 15.09%
10-yr CAGR (PSEi): 15.11% ->> benchmark

Fund: Philequity PSE Index Fund Inc.
Website: Philequity Management, Inc.
Inception: 22 February 1999
13-yr CAGR (Fund): 11.78%
13-yr CAGR (PSEi): 11.13% ->> benchmark