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Why i Wh investing is more fun in the Phili i ti i f i th Philippines Date: 12 May 2012 By: Lyn Lyn y y y

Genesis 41 34 G i 41:34
Let Pharaoh appoint LetPharaohappoint commissionersoverthelandto takeafifthoftheharvestofEgypt ff f f gyp duringthesevenyearsof abundance.

TABLE OF CONTENTS
KindsofInvestmentVehicles DifferentiatingStocks,MutualFundsandUnitInvestment Differentiating Stocks Mutual Funds and Unit Investment TrustFunds(UITFs) IntroductiontothePhilippineStockExchange(PSE) Introduction to the Philippine Stock Exchange (PSE) HowtoStartInvestinginPSE How to Start Investing in PSE Questions

KINDS OF INVESTMENT VEHICLES

KINDS OF INVESTMENT VEHICLES

Real estate

Stock market

Mutual funds

Variable Insurance

Business UITFs

KINDS OF INVESTMENT VEHICLES

Real estate

Stock market

Mutual funds

Variable Insurance

Business

UITFs

DIFFERENTIATING STOCKS, MUTUAL FUNDS A A S AND UNIT INVESTMENT TRUST FUNDS (UITFS)

DIFFERENTIATING STOCKS, MUTUAL FUNDS AND UNIT INVESTMENT TRUST FUNDS (UITFS)
Stocks

Mutual Funds

UITFs

Throughonlinestock Through online stock brokeragefirms Buy/sellthrough onlinetrading online trading Cashliquidity RegulatedbySEC Brokersfee,VATon buying/selling Tradeatyourownrisk Youcontrolwhatto buyandwhentosell

Throughfundmanagers Through fund managers Buy/sellthroughfund managers Cashliquidity q y Poolingoffunds RegulatedbySEC

Throughbanks Through banks Buy/redeemfrombanks Cashliquidity Poolingoffunds Pooling of funds RegulatedbyBSP

Salescharge(1%5%), Sales charge (1% 5%) redemptionfee(0.5% 3%),investment advisory,distributorand administrationfees (1%2.5%) Taxexempt

Salescharge(0%2%), redemptionfee(1% redemption fee (1% 2%),trustfees(1% 1.5%)

With20%withholdingtax With 20% withholding tax oncapitalgains

INTRODUCTION TO THE PHILIPPINE STOCK MARKET

INTRODUCTION TO THE PHILIPPINE STOCK EXCHANGE

OneoftheoldeststockexchangesinAsia One of the oldest stock exchanges in Asia Establishedin1927inBinondo,Manila At Atpresent,therearetwotradingfloors:inAyala t th t t di fl i A l Tower,MakatiandheadquartersinOrtigas Starting January 2012 the trading hours start 9:30am StartingJanuary2012,thetradinghoursstart9:30am to3:30pm(PHLtime)

Sadly,recentsurveysaysthatlessthan1% Sadly, recent survey says that less than 1% ofthePhilippinepopulationinvestinour stockmarket. stock market.

HOW TO START INVESTING

HOW TO START INVESTING IN PSE

1.Howtoopenanonlinestockbrokerageaccount 2.Howtofundyouraccount 3.Howtomakemoneyandlosemoney 3 How to make money and lose money 4.Howtodeterminestockprices 4 How to determine stock prices

1. HOW TO OPEN AN ONLINE STOCK

BROKERAGE ACCOUNT

ListofPhilippineStockBrokerageFirms:

COLFinancialGroupInc.(formerly:CitisecOnline) l (f l l ) FirstMetroSecurities BPITrade BPI Trade etc... FirstMetroAssetManagementInc. PhilippineEquityManagementInc. Phili i E it M tI Philam AssetManagementInc. ATRKimEng ATR Kim Eng etc...

ListofMutualFundCompanies: Li f M lF dC i

2. HOW TO FUND YOUR ACCOUNT

Bankdeposit cash/cheque Bank deposit cash / cheque Onlinefundtransfer

3. HOW TO MAKE MONEY AND LOSE MONEY

Howtogainfromstockmarket: How to gain from stock market: Dividends C it l A CapitalAppreciation sellingabovestockprices i ti lli b t k i Howtolosefromstockmarket: H t l f t k k t Sellingatbelowstockprices

EXAMPLE OF CAPITAL APPRECIATION

STOCKCODE:JFC December2009:Php53/share December 2009: Php53 /share November2010:Php90/share

May11,2012: Php108.50/share

EXAMPLE OF CAPITAL APPRECIATION

STOCKCODE:JFC December2009:Php53/share December 2009: Php53 /share November2010:Php90/share

May11,2012: Php108.50/share

InNovember2010:profitwouldapproximateto69.81%. Asatyesterday,profitforJFCis104.72%.

4. HOW TO DETERMINE STOCK PRICES

LetsWatchaVideo!!!=)

4. HOW TO DETERMINE STOCK PRICES

FundamentalAnalysis

Studythecompanysfutureplans Externalfactors Economicconditions E i diti

TechnicalAnalysis: Technical Analysis:

Stockpricesevaluation Technicalcharts Trendsinstockprices

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Stockmarketwealthstrategies Audiotapesofinterviewswithbusinessmentors Free ebooks (My Maid Invest in Stock Market Freee books(MyMaidInvestinStockMarket andWhyYouShouldToo) DailyGodWhisper notes

ClickHERE tojoin. Click HERE to join

QUESTIONS

Tradeatyourownrisk. Trade at your own risk

Happyinvesting!_(,)/ H i ti ! ( )/