MoneyWorks'
Book of Wisdom







 

 

 

 

 

 

 

Paper Assets

While money can't buy everything, it is also not a sin to aspire for more money. Let's face it! Most of us have major life goals and dreams – like buying a new car, buying a house, sending children to the best schools, travelling around the world, retiring comfortably – the list goes on. Without money, these things would be completely out of reach.

For the average investor who desires higher investment returns and who can take higher risks, investing in paper assets is a great way to increase one's wealth. Paper investments such as stocks and equities, bonds, and mutual funds or a combination of all these provide the smart investor the real opportunity for long-term capital appreciation. As they say, money begets money!

MoneyWorks provides financial advice to those who seek a higher rate of return on their investments. To those who do not have the time or the experience to personally trade Philippine equities, MoneyWorks will do it for you and will serve as your conduit to stock investing. We offer a diversified portfolio of high-yielding and high-growth stocks based on competent market and stock research and timely technical analysis to maximize long-term capital growth. We also recommend the relative safety of balanced mutual funds to those who are risk averse to the vagaries of a volatile stock market.

Types of Paper Investments

Stocks/Equities
Bonds
Mutual Funds (Balanced Fund/Growth Fund)
Variable Life Insurance (for estate planning)

Investment Amount

Minimum of Php200,000 (for stocks & mutual funds)

Commission Fee

20% of net profit earned per trade or upon liquidation (for stocks & mutual funds)

Investment Caveats

Invest only money you can afford to lose.
Invest only when you have already set aside savings of at least 6 months of your monthly living and maintenance expenses.
Invest only excess/extra funds that are idle or sitting in low-yielding time deposit.
Invest only money that you will not need for the next year or two.

 

     
Disclaimer : Investments have inherent risks and may not be suitable for all investors. It may also involve substantial loss of capital invested. Investment earnings or profits are not guaranteed. Past performance is not indicative of future results. Data or information contained herein are obtained from sources believed to be reliable and are provided solely on best effort basis. Opinions, market data and recommendations expressed herein are subject to change at any time without prior notice.