PeraTree.com

"Smart Investing For Smart People"

Carlos Velasco -- Mutual Fund Investment Advisor based in the Philippines

I am a licensed Mutual Fund Advisor representing the Family of Funds managed by the First Metro Asset Management Inc. (FAMI) in the Philippines.

This website is DANGEROUS to your "Financial Ignorance". If you want to raise your Financial Awareness and take control of the direction of your money, come and join me here at PeraTree.com.

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

by 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.

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

by 1 Comment

“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.

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

by Leave a Comment

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.

Investment Recommendations for 30-Something Professionals

by Leave a Comment

This article is the first ever guest post contributed by Kyle Kam who is a Marketing Specialist for MoneyMaxPH.

He shares financial and investment tips for young people who are in their 30’s.

Among the investments he recommeds are the following:

  1. Stocks
  2. Bonds
  3. Mutual Funds
  4. Real Estate
  5. Life Insurance

    6. Please check out the article and gain financial insights tha may prove to be useful to you.

What Is A Mutual Fund?

by 1 Comment

It’s mutual fund back-to-basics in this article.

But instead of giving you another single-statement definition of a mutual fund, I’m going to introduce three concepts that you should remember always.

Mutual Fund investors in the Philippines should know the following:

Concept #1: A mutual fund is an investment company structured as a business corporation and managed by a Fund Manager.

Concept #2: Mutual Fund is a pooled investment money coming from many investors with a common financial goal.

Concept #3: A Mutual Fund is guided by an investment philosophy or objective.

Plus, you will also learn the many uses of mutual funds in helping you aim for and hit your financial goals in life.

https://www.industrysuper.com/understand-super/investment/

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,
my goal is to turn you into a
Smart, Confident and Fearless Investor!

Quick Contact

Here's a quick and easy way to reach out.

Call +63.917.705.5040

PeraTree Facebook Page

YouTube Channel

Contact Form --Email Us

Get in touch and learn how to get into the right investment mindset.

Featured Video : Curious About FAMI & Mutual Funds

Play the video and get some quick information about FAMI and Mutual Fund Investing in the Philippines.