Stock Investing 101 - Differentiating MF_UITFs_Stocks
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Transcript of 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
November2011:Php87/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
November2010:Php90/share
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 _ ,