Mutual Funds - Thread # 4!

[mxherr5]

Aww sorry to hear that.
You should have gone through an agent.
You're still paying the same sales load,
let the agent stress about it.

[katniss]

^Yes sis :/ Sana mabawi ang stress sa magandang performance ni Philequity. Hehe. Thought of going to their office too, to submit pero out of the way kasi sa office namin saka di naman sila pwede ng weekends.

[ikaela]

That is horrible, katniss. There was also one time I tried transacting through Western Union eBiz and I remember it wasn't the smoothest of operations. From then on, I just did everything through online banking. I also just LBC'ed all my forms to Philequity's office when I opened an account -- no middlemen of any sort -- and it was a breeze. That was yearsss ago, though, so maybe things have changed.

[katniss]

Yep sis @ikaela! Pouching the forms via courier would be so much easier! After this, I will top up via UnionBank's OL Banking and just send them the cyber receipt and the form via email.

[adrian]

Happy  4th quarter news, dumating yung account summary ko from Sunlife, 36.31% return, eh 2011-2012 yung only time na actively nagpapay-in ako (Peso Equity). 36.3% in the years since then, no touch? Okay na ako, pangretirement naman yun eh, and that's decades away.

[ikaela]

^Congratulations! It's always nice to hear success stories from people who invest.

[adrian]

Hee, thanks sis. At first I was afraid because I thought I might lose money, but I educated myself and just went for it.

Mas mahirap ang buhay kapag you stay afraid out of ignorance diba? What should I limit myself that way, eh this is my one and only life, sayang din naman kung di ko i-push sarili ko, eh lahat naman tayo iisang din and hantungan.

 I try not to limit myself to generally thinking, "Ay hindi ko alam 'yan, huwag na." Study, use the internet, learn to take educated, reasonable risks. Slow and steady, ok-go.

[bluish_mommy]

^wow!! so good decision pala talaga ang ginawa ko recently... got VUL from sunlife recently.

[goldengoose]

nakakadisappoint ang PAMI. after 2 years, wala pang 10% ang growth. and to think strategic growth (equity mf nila) yun. dinaig pa sya ng performance ng philequity bond mf ko.

as soon as i find the time, i'm bailing out of PAMI. ililipat ko sya either sa philequity or FAMI. ano sa tingin nyo sisses? ano ang mas ok ang performance sa ngayon-- phiilequity or FAMI?

 

[LiveLoveInvest]

Philequity parin!

[ikaela]

Haha, ako din, I admit may bias ako sa Philequity. Hell, they paid for part of my wedding and childbirth! Naisip ko nga na one of these days, I should write their fund managers a thank-you letter for being so good at their job.

[katniss]

^nakakainspire naman yan sis! sana magbunga pa rin ng maganda sa Philequity in the coming years! ^^

[jha_10]

will invest next month sa Philequity kasi walang sales load pagmay kamaganak ka na nagwowork dun. mukhang ok yung dividend yield fund nila.

[ikaela]

^Ang swerte mo! Inggit ako!

[jha_10]

^ hehe. kaya nga sis hanggang andun pa siya mgiinvest na ko, medyo malaki din ang sales load. 

[powerpacfan]

Mga sis pano mag open sa philequity kung ofw? Pwede ba ipalbc lahat ng requirements nalang plus signed forms? Pano ang initial investment (hindi naman siguro yun isasama sa envelop ng ipa lbc diba) hehe

[valhiei_11]

^ check this blog -> http://www.maginvestkapinoy.com/2014/09/mutual-fund-investing-for-ofws-thru.html   

[powerpacfan]

thanks sis. read it very helpful.

[Papiseed]

Mga sis ano yung sales load?
Balak ko rin sanang maginvest sa PhilEquity

[artificialstar]

mga sis, paano po mag-add ng mutual fund dun sa bloomberg? would like to track sana the progress of my accounts. tia!