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Navigating Pockets of Vulnerability: SMART Investing in the Philippines 2005-2025

Explore the impact on the Philippine growth story amid OFW remittances, FDI fluctuations, and anti-immigration policies. Learn how to manage risks, diversify portfolios, allocate assets strategically, invest regularly, and set target reviews for a richer future.

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Navigating Pockets of Vulnerability: SMART Investing in the Philippines 2005-2025

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  1. Pockets of Vulnerability OFW Remittances 30% Foreign Direct Investments 12% Exports 15% BPO Revenues 70% Anti-immigration policies? Will US really curb their imports? Will FDIs also take a hit? Protectionism?

  2. What to do? 7,000 PSEI 1% Deposit Rates

  3. 5 Principles of SMART Investing

  4. TAY INVESTED # 1 S

  5. THE PHILIPPINE GROWTH STORY 2005 2015 2025E? P13.3T P5.7T P26T GDP US$1,209 US$2,862 US$5,726 GDP PER CAPITA CONSUMPTION P4.26T P9.82T P19.6T FIXED CAPITAL FORMATION P5.70T P1.13T P2.85T INFRA SPENDING P1T P56.6B P436B TOURIST ARRIVALS 2.7M 5.4M 10M

  6. Demographic Window in Asia-Pacific, 1960-2050 Source: KMC Savills Research

  7. STOCK MARKET 2005 2015 2025E? 2.5X 3.3X 2,096 6,952 ? 18,000 PSEi GROWTH 12.7% 10.0%

  8. STOCKS: BEST PERFORMING ASSET P40K P23K P13K P10K 2005 Present

  9. # 2 M ANAGE RISK

  10. DIVERSIFY YOUR PORTFOLIO

  11. 1st Fund Supermarket in the Philippines

  12. 26 Mutual Funds in 1 Platform

  13. How Much? 7,000 PSEI 1% Deposit Rates

  14. # 3 A SSET ALLOCATION

  15. ASSET ALLOCATION STRATEGY 35 Below 36-65 66 Above Aspiring Wealth Builders Wealth Managers Wealth Builders Equities Fixed Income

  16. Fixed Income Funds Equity Index Funds

  17. # 4 R EGULAR INVESTING

  18. EASY INVESTMENT PROGRAM Automated Fixed Amount Regular Intervals Over a Long Period

  19. EIP Quick Guide - .PDF form Tutorial Videos – Youtube

  20. Tutorial Videos – Youtube Tutorial Videos – Youtube

  21. # 5 T ARGETS REVIEW

  22. REBALANCE YOUR PORTFOLIO Allocation Review Day Target Equities Fixed Income

  23. Design your Lifeaccording to yourvalues & dreams

  24. RICHER LIFE? S M A R T INVESTING

  25. TAY INVESTED S ANAGE RISK M SSET ALLOCATION A EGULAR INVESTING R T ARGETS REVIEW

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