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8,000 What to do? 2 3 4 5 6 7 3000 4000 5000 6000 7000 8000 9000 PSEi 10Yr Rates 3.4%

Transcript of PowerPoint Presentationfiles.constantcontact.com/87cd2fcf001/7d319ff7-26f... · 8,000. What to do?...

Page 1: PowerPoint Presentationfiles.constantcontact.com/87cd2fcf001/7d319ff7-26f... · 8,000. What to do? 2. 3. 4. 5. 6. 7. 3000. 4000. 5000. 6000. 7000. 8000. 9000. PSEi. 10Yr Rates. 3.4%

8,000

What to do?

2

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7

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PSEi 10Yr Rates3.4%

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5 Principles of SMART Investing

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TAY INVESTEDS# 1

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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

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STOCK MARKET2005 2015 2025E?

2,096 6,952 ?

PSEi12.7%GROWTH 10.0%

18,000

3.3X 2.5X

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ANAGE RISKM # 2

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DIVERSIFY YOUR PORTFOLIO

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1st Fund Supermarket in the Philippines

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26 Mutual Funds in 1 Platform

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8,000

How much?

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3000

4000

5000

6000

7000

8000

9000

PSEi 10Yr Rates3.4%

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SSET ALLOCATIONA# 3

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ASSET ALLOCATION STRATEGY

80%

20%

50%50%

20%

80%

35 Below 36-65 66 Above

Aspiring Wealth Builders Wealth Builders Wealth

Managers

BondsEquities

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EGULAR INVESTINGR # 4

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EASY INVESTMENT PROGRAM

AutomatedFixed AmountRegular IntervalsOver a Long Period

CALENDAR

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EIP Quick Guide - .PDF form Tutorial Videos – Youtube

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Tutorial Videos – YoutubeTutorial Videos – Youtube

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ARGETS REVIEWT # 5

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Allocation

40%60%

Review Day

50%50% 50%50%

REBALANCE YOUR PORTFOLIO

Target

BondsEquities

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Anniversary Review

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Design your Lifeaccording to yourvalues & dreams

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TS MA RINVESTING

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SMART

TAY INVESTEDANAGE RISKSSET ALLOCATIONEGULAR INVESTINGARGETS REVIEW

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