Fitz and Rienzie talks about Unit Investment Trust Funds in this video. Know what it is and why you should invest in them. Money Insights & Advice is a video project of Wealth Arki, Inc. Visit their website at www.wealtharki.com.
Grabe... dami ko natutunan dito sa channel nyo... new subs here... ofw ako at nagpplano na mag invest sa vul mutual fund and uitf as well... at pinagaaralan na rin at nagreresearch about stocks heheh... salamat sa mga videos po ninyo...
Fritz and Reinze, pls talk about how an investor can protect his investments in UITF, MF or stocks in times of untimely demise of the investor. What strategies should be done before investing? In other insurances you need to identify the beneficiary in the contract, whereas in UITF, MF or stocks, or bank accounts it has none. I am sure this topic would be helpful to everyone. More power to WEALTH ARKI!
Flood like na siguro ako kasi mga last year episode ang pinapanood ko. Hehe Thank you for your gifts po! For being a blessing, very informative and very concise. Galing mga sir!! I was able to make a financial blueprint for my financial goals. ❤❤❤❤🌈🌈🌈
Thanks for this video, mga sir! I am a newbie to this investment. I want to know more about uitf but knowing this basic info makes it easier to understand. Lalo na sa difference with MF. More power and more videos! P.S. Medyo distracting lang yung music. I can barely hear what you were saying. Pakihinaan lang konti. Peace! :)
Mga Ser, salamat ng marami sa mga videos nyo sobrang nakatulong mag decide sakin na pumasok mag invest. Request lang po baka po pwedeng tuckle niyo naman ung deeper understanding sa Equity Index Fund. Example sa COL Financial. Ung fund manager ba nila is safe na hindi kami babawasan ng comission if ever ganu kaya kalaki un gbinabawas nila.
COL Financial usually does not have an entry fee that would be deducted from your investment. As for the Management fee, it is already deducted from the price that you have bought, so no need to worry.
Oo nga. Pwede po ba yong anong top performing pooled funds, and compare UITF with Mutual Fund Performance. Baka depende din ang earnings mo dito sa funds sa abilidad ng Fund Managers.
Yes, we can do that one time. And yes, the ability of fund managers is also a factor. But since fund managers do change often, it is the Investment Philosophy of the institution that will largely determine the performance of the fund.
Hi Sir. What's your opinion Personal Equity and Retirement Account program ng BSP. Sana po mkagawa kayo ng video tungkol dun. Thank you pla for sharing your knowledge to other Filipinos.
Good day! Min holding period sa bdo equity funds is 30 days. So for example right after 30 days tumaas ang navpu puwede po ba iwithdraw ko lang is yung roi ko? Pero yung units hindi as in hindi ko siya iwi-withdraw ng lahat. Thanks in advance.
hi po sir..ask ko lng po kung parwho din ng mutual fund ang uitf pagdating sa longterm investment yun po ba yung example 5 years aqng maghuhulog or maiinvest pag natapos ko po ba yung 5 yrs na invest kahit nd ko na ito dagdagan..thank you po..
Sir advisable din po b yung mg invest sa UITF into global? At kelangan po b lage bantayan ang UITF GAYA ng stock market? Tyaka 3 years po eh maiiconsider na LONG TERM INVESTMENT? O MORE THAN PO DAPAT?
you may watch these videos of ours to shed more light on your questions: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-QN_XC2VgKcs.html you may also watch our videos on UITFs to know more. Thanks!
No. Emergency funds should not be in anything volatile. Best places to lodge an eFund is in a high yield savings account (ING, CIMB), time deposit in a local bank (in one month, 3 months, or 1 year tenor), or liquid cash. Always go back to the concept of an eFund and you'll know what to do.
Hello Po. Mg invest Po ako sa uitf .. tas hayaan Kona lng sa fund manager. Bahala na sya Basta mg hulog nlng Po ako monthly Ng 1k.. anung klase Po Kaya Ng uitf pipiliin ko ? Money market, bond fund. O equity fund ? Thanks po sa response.
Hi Sir worth it po ba or good strategy na meron kang 1. BPI Premium Bond Fund 2. ABF Philippine Index Bond Fund 3. BPI Philippine Equity Index Fund 4. BPI Equity Value Fund Sorry no idea... Based in another country using BPI Mobile App.. More power to your Channel, and thanks a lot.
Biboy Mateo It really depends on your financial goal and when you need the money. We can do a portfolio review and investment planning for your as part of our services.
We still have yet to see a UITF that pays out dividends here in the Philippines--or even mutual funds. But nonetheless, should the stocks that the UITF invests in receive dividends, they re-invest it again in the market to make your money grow even further.
the holding period only means if you withdraw before that, you get a penalty. if not, you can just continue holding on to your units and let the price per unit grow over time.
Mga lodi about tax naman nxt time😊 how to compute income tax compare sa business tax and how to file itr or income tax return po sa bir😊 kung pwede lang naman🤗
Cecil Mengollo hi we can give an accurate computation and recommendation via a consultation session. Kindly visit www.wealtharki.com to know more about our services. Thanks!
@@WealthArki i mean how much po should be the amount to invest for a short term investment like bonds sir? Meron po bang basis or figures kung magkano? Thanks po
Hello Sir, pwd ko po bang i-apply ang anak ko sa uitf gamit ang BDO junior savings account po nia? He is 11 yrs old po. Hoping for your response, thankyou in advance 😊
Good day! I have BPI Global Fund-of-Funds, BPI US Dollar Short Term Fund, and ALFM Dollar Bond Fund at lahat po ito ay US dollars. my questions are: 1. Is it advisable na magdagdag ng investment s mga ito or better n mag open ng another investment like stock market (2k USD lang po ang ininvest ko bawat isa) 2. Which is advisable to invest dollars or peso denomination?3. Is it okay to redeem my short term investment after 5 or 7 years? Thanks
Jasen Galola Hi! I’m looking for review online for BPI US Dollar Short Term and Bond Fund, but can’t find any. Scrolling through comments po, I saw yours. How was it po? I’m planning to invest in dollar fund but I can’t really find reviews. Your response will be greatly appreciated. Thanks
Ano po ba ang maganda invest for my retirement? Meron na po akong SSS na contribution,business din po water station and may franchise na rin po ako ng Unified Products and services.Any suggestion po? Thank you.
We could give a more accurate recommendation given more information on your financial goals and resources. You can set a financial consultation with us one of these days as part of our professional services. Please do email us admin@wealtharki.com to set an appointment. Thank you.
PARKing depends on the amount you are targetting, your available resources and the investment return you have. For example, to have 1M in 10 years, you have to invest P4882 per month for the next 10 yrs in an investment giving 10% per year or a one-time investment of P385.5k in the same investment for the same number of years. Now the question is: which of the two can you do?
