Archives

Introducing The Investing Engineer PH’s Value Screen Scorecard

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score

After reading and learning a lot of Value Investing strategies and tips from numerous books, blogs and tutorial courses, I decided to combine all the knowledge I learned to make a Value Screen Scorecard which I’ll be using in my personal investments and in this blog. The reason for this scorecard is to quickly identify … Read more

Universal Robina Corporation (URC) Stock Analysis

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universal robina corporation

Universal Robina Corporation (URC) was founded in 1954 when Mr. John Gokongwei, Jr. established Universal Corn Products, Inc., a cornstarch manufacturing plant in Pasig. The Company is involved in a wide range of food-related businesses, including the manufacture and distribution of branded consumer foods; production of hogs and day-old chicks; manufacture of animal and fish … Read more

I Want To Join Truly Rich Club, But I Just Plan To Invest ₱2k A Month, Is It Worth It?

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truly rich club

Today, I will answer one of the questions sent to me by a reader regarding Truly Rich Club. I received this interesting question from one of my blog readers. She’s asking if Truly Rich Club is worth the membership based on her investing plan of ₱2,000 to ₱2,500 a month. I sent her my e-mail … Read more

My Financial Freedom Journey 2016: Updates And What I Expect This Coming 2017!

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financial freedom journey 2016

As the year 2016 ends, I just want to share an update of my financial freedom journey that started the same time I built this blog. I was inclined to write this post after I read Bro Bo’s Year-end letter to Truly Rich Club members. In the letter, he discussed where his financial journey is right … Read more

Read This Infographic About Facts On Filipino Money Habits

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filipino money habits

An interesting infographic by PawnHero shows interesting facts about Filipino money habits on spending and saving money. I once belonged to the 80% of the Filipinos who doesn’t practice the habit of saving. I know a lot of people, most of them are like me too before I learned to be financially literate. Too bad … Read more

[WATCH] A Simple Guide on Mutual Funds And UITFs By Pinoy Money Academy

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Mutual Funds And UITFs

J3 Patino of Pinoy Money Academy explains in this video how Mutual Funds and UITFs work, and why they can be very important in your wealth building journey.

Just a personal disclaimer…,

I don’t invest in Mutual Funds and UITFs because I learned how to manage my own investments in the stock market. But I don’t discount the fact that in the future, I might invest in these kind of investment vehicles to fund other goals in life such as having a family of my own.

But still, the fact remains the same that MFs and UITFs are suitable investments for people who don’t want to worry too much about stock investing in detail.

These funds are considered less risky compared to directly trading the markets.

The full transcript of the video can be read in the link below.

LINK: Are Mutual Funds And UITFs Good Investments?

Where To Buy Mutual Funds

COL Financial offers a platform wherein you can easily buy MFs with just a few clicks on your computer screen. For details, here’s an easy guide I made regarding the topic.

LINK: How To Invest In Mutual Funds Using COL Fund Source

Recommended Mutual Funds To Buy

Truly Rich Club also recommends specific mutual funds to buy. Here’s a review I made of those funds below.

LINK: Truly Rich Club Mutual Fund: What Funds To Buy?

Final Thoughts

If you’ll watch the 13-minute video till the end, you’ll know exactly if these type of investments are worth it and would be a suitable fit for your financial goals.

Happy watching!

Shakey’s IPO Analysis: A Market Leader In The Pizza Industry

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shakey's ipo analysis

Okay, so Shakey’s (PIZZA) IPO is now set this coming December 15. The offer price is P11.26 – down to the previous ₱15.58 per share. PIZZA will offer 306 Million common shares with an over-allotment option of up to 45,900,000 common shares. The Primary offer consisting of 104 Million shares would to raise a total of … Read more

MRSGI Stock Analysis: Why I Think MRSGI Is Still A Good Buy Despite The Stock’s Decline

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mrsgi stock analysis

Just to give you an update, the MRSGI’s (Metro Retail Stores Group, Inc.) 3Q2016 report has just been released. According to the report, Net Income was down at 20.2%  YoY – from Php 344.30 Million down to Php 274.65 Million. At the same time, the stock had declined from last September’s median price of Php 5.58 … Read more

Here’s A Quick Way To Export Morningstar Financial Data In Just 1 Click

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Here’s A Quick Way To Export Morningstar Financial Data In Just 1 Click 10

A few weeks ago, I made a post about the sites I use to get financial data. One site I mentioned is Morningstar. If you tried searching for a particular company listed in the PSE on the site itself, you’ll find out that it’s really a pain in the ass. If you don’t have any … Read more