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Cost Averaging: A Built-In Profit to Investors

September 30, 2015 Carlos 2 Comments

Introduction to Peso Cost Averaging

Stock market and mutual funds investors who have been investing for a number of months or years are already aware that the market can only move in three ways:

Up — which gets them excited
Down — which makes them nervous
Level — which bores them to death

But did you know that there is a method of investing that, when applied to a certain type of security and implemented consistenly, always works in your favor no matter which direction the market moves?

Read the rest of the article to find out.

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Mutual Funds, Saving and Investing Cost Averaging, ETF Philippines, Investment Technique, Mutual Funds Philippines, Peso Cost Averaging

When is Travel Insurance Necessary?

September 18, 2015 Carlos Leave a Comment

To frequent travellers, the following should be familiar:

Lost your baggage
Trip cancellation
Medical emergency

Just being aware that these things could happen to you or anyone who travels should make you realize that getting travel insurance coverage is in fact a smart move.

Let’s take a look at your options so you’ll be able to decide for yourself where Travel Insurance is necessary or not.

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Insurance Travel Insurance

5 Smart Investment Strategies When The Stock Market Is Down — Part 2 of 2

July 9, 2015 Carlos Leave a Comment

Here are five smart moves to take when the Stock Market is down:

1. Don’t panic.

2. Stop listening to news of doom and gloom.

3. Consult your Financial Advisor instead of your neighbors or your equally ignorant friends.

4. Keep your goal in mind and remember your investment Time Horizon.

5. Keep investing.

The first of were already discussed in detail in the previous article of this series.

This is now the second and final article and we continue with the last three items.

Towards the end of the article, I’m going to answer a very interesting question asked of me by two of my friends: “Carlos, have you lost money investing in a Stock Fund?”

Read the rest of the article to learn more and become a confident investor.

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Mutual Funds, Retirement, Saving and Investing Cost Averaging, Down Market, Investment Strategies, Paper Gain, Paper Loss, Stock Market

5 Smart Investment Strategies When The Stock Market Is Down — Part 1 of 2

June 24, 2015 Carlos 1 Comment

SALEF vs PSEi 5-Year Return Ending June 2015

“By focusing on the daily ups and downs of the market, people forget the more important point: Stocks rise more than they fall.”

Those words are written by Ric Edelman in his book entitled, The Truth About Money.

It is the nature of stock investments — whether Individual Stocks or Stock Funds – to go up and down in values. But in the long run, stocks have proven to be very rewarding for those who were patient in their investments .

I am writing this article at the time when the Philippine Stocks are experiencing a nose-dive.

Keep reading to learn some smart strategies that are appropriate for such times as this.

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Mutual Funds, Saving and Investing

Can A Mutual Fund Go Bankrupt? What Happens To Your Money Then?

March 29, 2015 Carlos Leave a Comment

Flow of Mutual Fund Investments

I am writing this article for two reasons:

(1) To once and for all address the fears of mutual fund investors ( or would-be investors ) who are forever worried about their investments just vanishing into the thin air like what usually happens in Pyramiding Scams or banks that go out of business and;

(2) To elaborate my response to a client’s SMS message sent to me the past weeks, which I quote,

“Sir good morning. Bigla lang pumasok sa isip ko…. Paano kung biglang bumagsak ang FAMI. Ibig sabihin ba nito lost na ang investment namin?”

Such smart question deserves a smart answer!

So please read carefully and may this article help you to increase your Financial IQ.

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Consumer Guide, Money Talk, Mutual Funds Bankrupt, FAMI, FAMily Reunion, Financial IQ, Fund Manager, Mutual Funds, Shareholders Meeting

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Recently Written

  • 2 No-Brainer Ways To Keeping Your Money Safe And Avoid Stress
  • Beyond The Money: What To Invest When You’re Investing
  • The Living, The Dead, And The Money
  • 3 Essential Money Hacks For The Fresh Graduates
  • Cost Averaging — How It Fares In Declining, Rising And Steady Market
  • Cost Averaging: A Built-In Profit to Investors
  • When is Travel Insurance Necessary?
  • 5 Smart Investment Strategies When The Stock Market Is Down — Part 2 of 2
  • 5 Smart Investment Strategies When The Stock Market Is Down — Part 1 of 2
  • Can A Mutual Fund Go Bankrupt? What Happens To Your Money Then?

FAMI Mutual Fund Advisor

Hi there. I am your host, Carlos Velasco.

I hate scam.
And I am allergic to hype.
As your FAMI Mutual Fund Advisor,
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Smart, Confident and Fearless Investor!

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