MRROUGHSEX Posted March 16, 2018 Share Posted March 16, 2018 I was posting on Stocks but really this is where I belong. As some of you may know I basically have 2 Funds composed of mostly mutual funds. Business Fund: $45KRetirement Fund: $127K I have added a 3rd, as I take advantage of the consolidation phase in the market: Education Fund: $10K 1 Quote Link to comment
MRROUGHSEX Posted March 23, 2018 Share Posted March 23, 2018 Market gave a nice 3% discount today so I bought to bring my Business Fund to $46K. Quote Link to comment
MRROUGHSEX Posted March 23, 2018 Share Posted March 23, 2018 So far the market is providing a 10% sales discount. Took advantage and bought to bring my Education Fund to $12K. Quote Link to comment
MRROUGHSEX Posted March 23, 2018 Share Posted March 23, 2018 (edited) Mutual Funds: Education Fund: $12KBusiness Fund: $46KRetirement Fund: $127K Total Fund: $185K I still have some cash lying around (>$150K) since I've sold alot of shares back in September of last year which I thought at the time was the peak (at least based on my analysis) The Dow then was 22.25K. But President Trump is soooo gooood he ran the market up (indirectly of course) that now the Dow is at 24K, I am waiting for an even bigger discount in the future. But for me to fully exhaust all of cash, the Dow has to tank or bottom at 5K. I don't even remember the year Dow last saw that. That's a HUGE discount of 80% from market high. Think it will happen? Edited March 23, 2018 by MRROUGHSEX 1 Quote Link to comment
MRROUGHSEX Posted April 4, 2018 Share Posted April 4, 2018 Mutual Funds: Education Fund: $12KBusiness Fund: $46KRetirement Fund: $127K Total Fund: $185K Mutual Funds: Education Fund: $12KBusiness Fund: $47KRetirement Fund: $127K Total Fund: $186K Quote Link to comment
JohannBeckham Posted April 11, 2018 Share Posted April 11, 2018 Since I live in Australia, here are the 3 funds I buy: 1. Vanguard Australian Shares Index Fund (ticket code: VAS) - 30% of the total portfolio2. Vanguard All-World ex-US Shares Index ETF (ticker code: VEU) - 40% of the total portfolio3. Vanguard US Total Market Shares Index ETF (VTS) - 30% of the total portfolio Pero siguro kung nasa Pinas ako, I would probably buy just one fund which is:1. First Metro Philippine Equity Exchange Traded Fund (ticker code FMETF) - 100% solid! But I sold all my shares sa Pinas and use it nung nagbakasyon ako dyan. I really love that ETF kasi may exposure na agad ako sa malalaking kumpaya sa Pinas like Jollibee, Ayala, etc. 1 Quote Link to comment
MRROUGHSEX Posted April 13, 2018 Share Posted April 13, 2018 Mutual Funds: Education Fund: $12KBusiness Fund: $47KRetirement Fund: $127K Total Fund: $186K Bili lang ng bili pag me taym (saka extra) Mutual Funds: Education Fund: $12KBusiness Fund: $48KRetirement Fund: $127K Total Fund: $187K Quote Link to comment
MRROUGHSEX Posted April 13, 2018 Share Posted April 13, 2018 (edited) Based on the new inputs, my data model has not seen something like what is happening now and hence could not say what to do now -- buy or sell. Because of this, I think it makes sense to have some cash if you are fully invested. If you already have too much cash, the opposite is true also, invest some to take advantage of discounted prices. Edited April 13, 2018 by MRROUGHSEX Quote Link to comment
Rance Posted April 14, 2018 Share Posted April 14, 2018 Any tips for newbee? Really interested in investing but no idea how Quote Link to comment
MRROUGHSEX Posted April 18, 2018 Share Posted April 18, 2018 Any tips for newbee? Really interested in investing but no idea howNow is great time as all earnings so far this year had been reset to zero. You are catching a 7% discount if you start tomorrow. Put half of your money in and put the other half over a 1 year period. Bili lang ng bili pag me taym (saka extra) Mutual Funds: Education Fund: $12KBusiness Fund: $48KRetirement Fund: $127K Total Fund: $187KBili lang ng bili pag me taym (saka extra) Mutual Funds: Education Fund: $12KBusiness Fund: $49KRetirement Fund: $127K Total Fund: $188K Quote Link to comment
MRROUGHSEX Posted April 19, 2018 Share Posted April 19, 2018 Bili lang ng bili pag me taym (saka extra) Mutual Funds: Education Fund: $12KBusiness Fund: $49KRetirement Fund: $127K Total Fund: $188K Bili lang ng bili pag me taym (saka extra) Mutual Funds: Education Fund: $12KBusiness Fund: $50KRetirement Fund: $127K Total Fund: $189K Quote Link to comment
Rance Posted April 19, 2018 Share Posted April 19, 2018 Now is great time as all earnings so far this year had been reset to zero. You are catching a 7% discount if you start tomorrow. Put half of your money in and put the other half over a 1 year period. Bili lang ng bili pag me taym (saka extra) Mutual Funds: Education Fund: $12KBusiness Fund: $49KRetirement Fund: $127K Total Fund: $188KSir, an you help me get started like point out to me a good read up on getting started? Thank you so much! Quote Link to comment
cs1234 Posted April 19, 2018 Share Posted April 19, 2018 (edited) sa mga nagbabalak pumasok o mag add sa stock mutual fund.. antayin nyo ang reversal.. pababa pa tayoSir, an you help me get started like point out to me a good read up on getting started? Thank you so much!watch pesoandsense sa youtube for basic info Edited April 19, 2018 by cs1234 Quote Link to comment
MRROUGHSEX Posted April 20, 2018 Share Posted April 20, 2018 (edited) Sir, an you help me get started like point out to me a good read up on getting started? Thank you so much!Research the top performing mutual funds where you are based at. Save until you meet the minimum initial investment amount to the mutual fund of your choice then go for it. I want to select a mutual fund comprised of blue-chips or established companies. It's low return but low risk. Based on what you can afford, add regularly (say per month) to the balance by buying the same fund or a another fund of your choice. Keep it simple to just 2 funds in the beginning until you become more a savvy investor. The advantage of mutual funds is they are already diversified (meaning different stocks). That is why I like it much more than buying stocks. Don't despair if the price (or value) of your mutual fund goes down.. eventually it will go back up. Mutual funds are more for investors (vs stocks are more for traders) so enjoy the ride -- both down and up. Keep to the strategy of buying regularly so that even if the Dow Jones is going down (just like this year so far), you think of that as a good thing because you can buy them at a discount. Edited April 20, 2018 by MRROUGHSEX 1 Quote Link to comment
MRROUGHSEX Posted May 5, 2018 Share Posted May 5, 2018 Bili lang ng bili pag me taym (saka extra) Mutual Funds: Education Fund: $12KBusiness Fund: $50KRetirement Fund: $127K Total Fund: $189KGrabbing the 10% Discount! Mutual Funds: Education Fund: $12KBusiness Fund: $51KRetirement Fund: $127K Total Fund: $190K Quote Link to comment
MRROUGHSEX Posted May 12, 2018 Share Posted May 12, 2018 Grabbing the 10% Discount! Mutual Funds: Education Fund: $12KBusiness Fund: $51KRetirement Fund: $127K Total Fund: $190K Grabbing the 7% Discount! Mutual Funds: Education Fund: $12KBusiness Fund: $51KRetirement Fund: $128K Total Fund: $191K Quote Link to comment
Rance Posted May 12, 2018 Share Posted May 12, 2018 Research the top performing mutual funds where you are based at. Save until you meet the minimum initial investment amount to the mutual fund of your choice then go for it. I want to select a mutual fund comprised of blue-chips or established companies. It's low return but low risk. Based on what you can afford, add regularly (say per month) to the balance by buying the same fund or a another fund of your choice. Keep it simple to just 2 funds in the beginning until you become more a savvy investor. The advantage of mutual funds is they are already diversified (meaning different stocks). That is why I like it much more than buying stocks. Don't despair if the price (or value) of your mutual fund goes down.. eventually it will go back up. Mutual funds are more for investors (vs stocks are more for traders) so enjoy the ride -- both down and up. Keep to the strategy of buying regularly so that even if the Dow Jones is going down (just like this year so far), you think of that as a good thing because you can buy them at a discount.Thanks for the sound advise sensei! Quote Link to comment
MRROUGHSEX Posted May 16, 2018 Share Posted May 16, 2018 Thanks for the sound advise sensei!Just remember : Strike first, Strike hard and No Mercy. LOL!! Quote Link to comment
MRROUGHSEX Posted May 20, 2018 Share Posted May 20, 2018 Grabbing the 7% Discount! Mutual Funds: Education Fund: $12KBusiness Fund: $51KRetirement Fund: $128K Total Fund: $191K A week of flatness in the market. A good sign after months of decreases Grabbing the 7% Discount! Mutual Funds: Education Fund: $12KBusiness Fund: $52KRetirement Fund: $128K Total Fund: $192K Quote Link to comment
MRROUGHSEX Posted June 2, 2018 Share Posted June 2, 2018 A week of flatness in the market. A good sign after months of decreases Grabbing the 7% Discount! Mutual Funds: Education Fund: $12KBusiness Fund: $52KRetirement Fund: $128K Total Fund: $192KThe discount has gotten better at 8%! Took advantage of it. Mutual Funds: Education Fund: $12KBusiness Fund: $52KRetirement Fund: $129K Total Fund: $193K Quote Link to comment
MRROUGHSEX Posted June 10, 2018 Share Posted June 10, 2018 The discount has gotten better at 8%! Took advantage of it. Mutual Funds: Education Fund: $12KBusiness Fund: $52KRetirement Fund: $129K Total Fund: $193K Still discounts of 6%! Grab while the sale lasts. Mutual Funds: Education Fund: $12KBusiness Fund: $52KRetirement Fund: $130K Total Fund: $194K Quote Link to comment
MRROUGHSEX Posted June 12, 2018 Share Posted June 12, 2018 Still a discount of 5%. Quote Link to comment
alexlim Posted June 13, 2018 Share Posted June 13, 2018 Pano mgkapera sa mutual funds? May dividends din ba ang mga regular clients or si fund manager lang ang yayaman? Ng invest ako and until now, lugi ako kasi yung pero ko lang na nilagay ang nandun, walang dividends. Quote Link to comment
MRROUGHSEX Posted June 14, 2018 Share Posted June 14, 2018 Pano mgkapera sa mutual funds? May dividends din ba ang mga regular clients or si fund manager lang ang yayaman? Ng invest ako and until now, lugi ako kasi yung pero ko lang na nilagay ang nandun, walang dividends.Here in US, all the funds I've bought paid dividends annually. Quote Link to comment
ironman06 Posted June 14, 2018 Share Posted June 14, 2018 Pano mgkapera sa mutual funds? May dividends din ba ang mga regular clients or si fund manager lang ang yayaman? Ng invest ako and until now, lugi ako kasi yung pero ko lang na nilagay ang nandun, walang dividends.Pag mutual funds, di lang naman isang investment vehicle ang pinaglalagyan ng fund manager ng pera niyo. Meron high, medium and low risk. Syempre the higher the risk, the higher the reward. So yung iyo, mukhang naka invest sa equities, which is mainly the stock market. Eh bagsak siya ngayon. So if you invested in mutual funds as recently as 1 year ago expect mo lugi ka talaga. And AFAIK mutual funds here are not paid by dividends but by interest. Quote Link to comment
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