stock investing 101 - differentiating mf_uitfs_stocks

7/29/2019 Stock Investing 101 - Differentiating MF_UITFs_Stocks

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STOCK INVESTING

101y nves ng s more un n e pp nesDate: 02 November 2012

B : R Sumala ao


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enes s :

commissionersoverthelandtotakeafifthoftheharvestofEgyptduringthesevenyearsofabundance.


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TABLE OF CONTENTS

KindsofInvestmentVehicles ,

Funds(UITFs)

Introductionto

the

Philippine

Stock

Exchange

(PSE)

ow o ar nves ng n


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VEHICLES


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KINDS OF INVESTMENT VEHICLES

Stock market Real estate

Variable Unit

(Insurance +

Investment)

UITFs


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KINDS OF INVESTMENT VEHICLES

Stock Real estate

market

Variable Unit

funds

(Insurance +

Investment)

UITFs


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DIFFERENTIATING STOCKS,

UTUAL UNDS AND NIT

INVESTMENT TRUST FUNDS (UITFS)


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,

AND UNIT INVESTMENT TRUST FUNDS (UITFS)

Stocks Mutual Funds UITFs

Throu h banks

brokeragefirms

Buy/sellthrough

Buy/sellthroughfund

managers

Cashli uidit

Buy/redeemfrombanks

Cashliquidity

Cashliquidity

RegulatedbySEC

Poolingof

funds

RegulatedbySEC

Regulatedby

BSP

Salescharge(0%2%),

Brokersfee,VATon

buying/selling

Tradeat

your

own

risk

,

redemptionfee(0.5%

3%),investment

advisory,distributor

and

2%),trustfees(1%

1.5%)

Youcontrolwhatto

buyandwhentosell

administrationfees

(1%2.5%)

Taxexempt

taxoncapitalgains


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PHILIPPINE STOCK MARKET


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INTRODUCTION TO THE PHILIPPINE STOCK

EXCHANGE

Establishedin1927inBinondo,Manila

presen , ereare wo ra ng oors: n ya a

Tower,MakatiandheadquartersinOrtigas

,

to3:30pm(PHLtime)


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ofthePhilippinepopulationinvestinour


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HOW TO START INVESTING


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HOW TO START INVESTING IN PSE

1.Howtoopenanonlinestockbrokerageaccount2.Howtofundyouraccount

. ow oma emoneyan osemoney

.


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1. HOW TO OPEN AN ONLINE STOCK

BROKERAGE ACCOUNT

Listof

PSE

Trading

Participants:

Source: http://pse.com.ph/stockMarket/tradingParticipants.html?tab=2


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1. HOW TO OPEN AN ONLINE STOCK

BROKERAGE ACCOUNT (CONTINUED)

Listof

Mutual

Fund

Companies:

F rstMetroAssetManagementInc.

PhilippineEquityManagementInc.

.

ATRKimEng

Cocolife

Learnmore:http://pifa.com.ph/factsfignavps.asp


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2. HOW TO FUND YOUR ACCOUNT

Onlinefundtransfer


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3. HOW TO MAKE MONEY AND LOSE MONEY

Dividends

ap a pprec a on se nga oves oc pr ces

ow o ose roms oc mar e : Sellingatbelowstockprices


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EXAMPLE OF CAPITALAPPRECIATION

STOCKCODE: JFC

November2010:Php90/share


May11,

2012:

Php108.50/share

Nov2,2012: Php105.70/share


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23

4

Five Things to Remember:

1. Stock code

2. Bid Price

3. Ask Price

4. Board Lot5. PSE Trading Hours


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EXAMPLE OF CAPITAL APPRECIATION

STOCKCODE: JFC


May11,

2012:

Php108.50/share

InNovember2010:profitwouldapproximateto69.81%.AsatMay11,2012,profitforJFCis104.72%.


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4. HOW TO DETERMINE STOCK PRICES

LetsWatchaVideo!!!=)

http://www.youtube.com/watch?feature=player_embedded&v=XYU4F1Gn5tY


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4. HOW TO DETERMINE STOCK PRICES

FundamentalAnalysis

Studythecompanysfutureplans

Externalfactors

conom ccon t ons

Technical Anal sis:

Stockpricesevaluation

Technicalcharts

Trendsinstockprices


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TrulyRichClub.

Stockmarketwealthstrategies

Stockrecommendations

Freeebooks(MyMaidInvestinStockMarketandWhyYouShouldToo) Dai yGo W isper notes


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QUESTIONS


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.appy nves ng _ ,

stock investing 101 - differentiating mf_uitfs_stocks

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