How to invest on mutual funds???

[Wengkay]

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Wow! Congrats and good luck sir.

Ako jud ni i-try.

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."

[Wengkay]

If i'm correct, imo pasabut sa original msg. nga it's better nga mag start ko sa Philequity PSE Index Fund Inc? Ang imong point is ang benchmark? Pasayloa low jud ako knowledge...lol

Thanks anyway sa pagpasabut!

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

[arclops]

If i'm correct, imo pasabut sa original msg. nga it's better nga mag start ko sa Philequity PSE Index Fund Inc? Ang imong point is ang benchmark? Pasayloa low jud ako knowledge...lol

Thanks anyway sa pagpasabut!

Any of the fund that tracks the Philippine index. The reason being is that, of the funds that I've been monitoring (both mutual funds and UITF) only a handful have beaten the index on a relative basis.

[medwarc]

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.

Bro, kita ra man diay edara. Yup, kita ray mag buot but naay minimum amount if mag dugang ka which is P1k. I suggest kung kaya pa nimo more than ana nga amount, much better. Kung dako imo capital, dako jud ka ug profit. Example, kung nag invest ka ug P1M atong Jan 1, 2014, ni tubo na imo money ug P238,900 kay ang YTD performance ni Philequity fund inc is 23.89% as of Aug. 22, 2014.

Okay ang 5 yrs bro nga time horizon sa imo investment.

[bisan-unsa]

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.

asa man sd ang opisina sa philequity dha Cebu?

dia ko gawas naa nun ko TIN den nka UMID ang ako ID pwde na xa as ID?

unsa man iya processo ana bro same lang sa FAMI? mau sd na xa ky after man kha makuha sa account pwde na lang softcopy ipadala sakto bah?!

salamat

[medwarc]

asa man sd ang opisina sa philequity dha Cebu?

dia ko gawas naa nun ko TIN den nka UMID ang ako ID pwde na xa as ID?

unsa man iya processo ana bro same lang sa FAMI? mau sd na xa ky after man kha makuha sa account pwde na lang softcopy ipadala sakto bah?!

salamat

Bro, walay office si philequity here sa cebu. You may contact them directly(check lang ilaha site) or thru their brokers like IMG. Since naka open na man ka ug FAMi account, maka open ra pud ka ug Philequity bro kay pareho ra na sila ug mga requirements. By the way, unsay UMID bro?

Yup, once maka open na ka ug account, pwede na lang soft copy sa deposit slip ug investment form.

[bisan-unsa]

UMID nga id - unified multi-purposed card man cguro na... naa na dha ang Philhealth, sss, pag-ibig, gsis...

ang TIN nku wla bya ID pic number lang ok lang xa?


unsaon diay pag redeem nya unsa man process wl mn ko kabasa gud kn unsaon...

[medwarc]

UMID nga id - unified multi-purposed card man cguro na... naa na dha ang Philhealth, sss, pag-ibig, gsis...

ang TIN nku wla bya ID pic number lang ok lang xa?

unsaon diay pag redeem nya unsa man process wl mn ko kabasa gud kn unsaon...

TIN lang bro, not necessarily ang id jud

sa pag redeem, naa lang fill-up-pan nga form then naa mi email-lan. bag-o lang ko nag redeem last aug 14 and by aug 18, ako na nadawat dayun ang money thru sa ako atm account.

[Vindicare]

can I invest mutual funds bisag unemployed ko? Im 21 yrs old na diay and wala pako government id's

[bisan-unsa]

TIN lang bro, not necessarily ang id jud

sa pag redeem, naa lang fill-up-pan nga form then naa mi email-lan. bag-o lang ko nag redeem last aug 14 and by aug 18, ako na nadawat dayun ang money thru sa ako atm account.

mau nun number lang...

bisan unsa nga atm account or naa specific bank nga required jud didto ka mgopen?