Posts tagged ‘investment’

Am I diversifying if my investment portfolio consists of stock market (direct investment) and mutual fund/UITF using Equity Fund (indirect investment in the stock market)?

Posted July 7, 2012 under Investing | 3 Comments

Hi Fitz, I have already started investing directly to the stock market using peso cost averaging method and only buys shares of blue chips companies in different industries. My objective is for retirement, time frame is at least 25 years from now (I am 24 years old), and risk tolerance is aggressive. However, I am […]

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Should I put in a big initial investment or should I do “cost averaging?”

Posted March 17, 2012 under Investing | 6 Comments

I already followed your guide regarding making a portfolio. I am ready to invest my money in a balanced fund mutual fund, around 250,000.00 for my medium risk investment (50%). Should I go all in with the entire 50% (250T) or should I put in, let’s say, 50,000.00 and add 15,000.00 a month from there […]

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How much of my money should I invest?

Posted March 17, 2012 under Personal Finance | 4 Comments

My funds is around 960T and my monthly expense is at 35-40T. If I allocate 8 months worth of Emergency fund (420), that would leave me with 540T.  My emergency fund will be broken down like this: 210T (6mos.) in money market UITF / 105T (3mos) TD 90days / 105T (3mos) checking account with atm. […]

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Do you know any bank or broker locally offering personal trading account for foreign stock markets?

Posted January 19, 2012 under Investing | 3 Comments

I consider opening a stock account which has exposure in foreign stock markets, but I don’t know any local bank or broker which offers such service. Any idea?

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Has anyone tried to take the EIP program of citiseconline?

Posted January 17, 2012 under Investing | 3 Comments

I’m interested on the outcome of investments in citiseconline and aside from citisec’s seminar/training, do you know any investment training (e.g stock market seminar) for beginners?

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what can you say about BPI’s 10K investment program?

Posted January 11, 2012 under Investing | 5 Comments

is it a good investment?

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What is the next step after emergency fund?

Posted January 9, 2012 under Investing, Personal Finance, Productivity & Mindset | 5 Comments

What is the next step if you already have your emergency fund? Get a life insurance? Invest it on stocks, mutual fund etc? Buy properties for passive income?   Thanks.

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