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