Mabuhay Filipino Thinkers!

This article will be written using a combination of Tagalog and English for better connection sa mas nakakarami ng ating mambabasa. Ang ating ibabahagi ngayon ay tungkol sa kwento ng isang Mutual Fund Investor last June 2009.


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The story is really beautiful that will break the dogma that in mutual fund investing ang mas malaki kapital lang ang pwede manalo. The statement of account (SOA) that we will show below for reference and documentary evidence will prove you otherwise. Dito na pumapasok ang timing, consistency ng pag invest o habit sa pag invest at saka oras, mas matagal mong ini-invest mas malaki ang chansa na umikot papalaki because of the compounding interest — Of course! Yung galing at track record din ng fund manager and over all added value ng mga bumubuo ng Mutual Fund company ; from the Board of Directors down to the Research Team.

Mapapansin niyo mamaya sa baba na ang mutual fund investor na ito ay nag simula mag hulog noong June 2009 until January 2010 lamang ng halagang 10,350 pesos. Tignan niyo at kayo ang mag husga kung magkano na ang kanyang account value as of July 4, 2014.

Ngayon, ang running rate ng PEFI o PhilEquity Fund Inc. per NAVPS ay : PHP 37.144 na. Di hamak mas mataas sa published rate noong July 4, 2014 na Php 34.40.

Disclaimer :

We deleted the contact details of the investor for his security and his certificate number. We also purposely share this Statement Of Account (SOA)  which is not updated for 1 year for the purpose of maintaining the security of the investor while showcasing a documentary evidence for relevant educational purposes limited to the usage of Think Philippines only.

If we will do the simple math, the investor :

TOTAL INVESTMENT MADE
Php 10,350.00 per month for  7 months only or a total of Php 72,450.00

REDEEMABLE ACCOUNT VALUE AS OF JULY 4, 2014
Php 200,024.85

REDEEMABLE ACCOUNT VALUE AS OF JULY 17, 2015 – 5:53 AM
Php 215,955.21

We can easily say na ang kita nya ay 300% or triple.

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We are motivated to share his story because of the wrong connotation that Mutual Fund investing is only for the people with millions. It may be true that people with more money has an advantage but that doesn’t erase the fact that you can also earn what they are earning per share or NAVPS.

READ MORE : A 2007 Mutual Fund Investor Earned 9.4m in 78 Months!

Ang importante dito, regardless kung ang kasabay mo na investor ay may Initial Investment na 1,000,000,000.00 (1 Billion) pesos at ikaw ay 10,000.00 (Ten Thousand) pesos lamang parehas kayong may patas na opportunity na kumita ayon sa current prevailing price per share ng mutual fund company.

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Walang discrimination sa mutual fund company, ang importante lang dito ay lang NAVPS or Net Asset Value Per Share.

Hindi namimili ang numero ng bibigyan ng income or loss. Ako ay masaya na tayo naman ay swerte na ang track record ng mas nakakarami na mutual fund companies (FAMI,PAMI,SOLDIVO FUNDS,ATR KIM ENG,PHILEQUITY,BPI ASSET MANAGEMENT) na ating ine-endorso ay kumikita.

Isa na dito ay ang PhiEquity Fund Inc. na since 1994 noon na ito’y na itatag kumita ng halos 3,700% ang ng mga tao.

Ano ibig sabihin non? Kung nag pasok ka ng 1 peso ito ay 37 pesos na ngayon sa PhilEquity Fund Inc.

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Ang galing dba?

READ MORE :  Top 10 Financial Goals For Filipinos Before Reaching 30s In 10 Minutes

Para sa mga dagdag na katanungan, wag mag atubili o mahiya na tawagan ako sa mga numerong nakalagay sa ibaba o mag email sa : princetonphilippines@gmail.com

Maraming Salamat! Sana ay isa kami sa naging dahilan para ikaw ay maging motivated mag ipon para sa iyong mga financial goals ito man ay para sa unang negosyo o retirement.

SUGGESTED ARTICLE :  Understanding Mutual Funds In 5 Minutes | Think Philippines!


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SUGGESTED ARTICLES THAT YOU MAY LIKE :

UP CLOSE! Understanding HMO/Health Card In 10 Minutes | Think Philippines!

Understanding Mutual Funds in 5 Minutes For Newbies | Think Philippines!

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About The Editor-In-Chief of Think Philippines!

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Edwardo Miguel Guevarra Roldan

  • Managing Partner at Princeton Business Initiative
  • Lead Convenor of Isang Samahan, Isang Pilipinas (ISIP) and Think Philippines!
  • Agency Manager at Fortune CARE Health Maintenance Organization (HMO)
  • Financial Investment Advisor at Rampver Strategic Advisors

(+63) 927 646 0088 WhatsApp/Viber/Philippine Mobile Number

edwardomiguelroldan@gmail.com

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One thought on “TAGLISH | UP CLOSE! A 2009 Mutual Fund Investor Turned PHP 72,450 Into PHP 200K | Think Philippines!

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