8,000

What to do?

2

3

4

5

6

7

3000

4000

5000

6000

7000

8000

9000

PSEi 10Yr Rates3.4%

5 Principles of SMART Investing

TAY INVESTEDS# 1

THE PHILIPPINE GROWTH STORY

GDP

OFWREMITTANCE

BPOREVENUES

FDI

INFRASPENDING

TOURISTARRIVALS

2005 2015 2025E?P5.7T P13.3T

US$10.7B US$25.8B

US$2.9B US$21.5B

US$1.7B US$5.7B

P56.6B P436B

2.7M 5.4M

P26T

US$50B

US$40B

US$12B

P1T

10M

STOCK MARKET2005 2015 2025E?

2,096 6,952 ?

PSEi12.7%GROWTH 10.0%

18,000

3.3X 2.5X

ANAGE RISKM # 2

DIVERSIFY YOUR PORTFOLIO

1st Fund Supermarket in the Philippines

26 Mutual Funds in 1 Platform

8,000

How much?

2

3

4

5

6

7

3000

4000

5000

6000

7000

8000

9000

PSEi 10Yr Rates3.4%

SSET ALLOCATIONA# 3

ASSET ALLOCATION STRATEGY

80%

20%

50%50%

20%

80%

35 Below 36-65 66 Above

Aspiring Wealth Builders Wealth Builders Wealth

Managers

BondsEquities

EGULAR INVESTINGR # 4

EASY INVESTMENT PROGRAM

AutomatedFixed AmountRegular IntervalsOver a Long Period

CALENDAR

EIP Quick Guide - .PDF form Tutorial Videos – Youtube

Tutorial Videos – YoutubeTutorial Videos – Youtube

ARGETS REVIEWT # 5

Allocation

40%60%

Review Day

50%50% 50%50%

REBALANCE YOUR PORTFOLIO

Target

BondsEquities

Anniversary Review

Design your Lifeaccording to yourvalues & dreams

TS MA RINVESTING

SMART

TAY INVESTEDANAGE RISKSSET ALLOCATIONEGULAR INVESTINGARGETS REVIEW