Investment Total Return: Updates May 2014

Posted by Grace under Investing on May 19, 2014

Here’s the investment total return updates as of the Month of May 2014. Currently I invest P15,000 in stocks which now my equity value is P17, 564.81. I have 1,000 shares in SM Prime Holdings using COLFinancial (Philippines

I also invest money in Phil Equity Fund Inc for my mutual funds.


Outstanding Shares : 229
NAV Per Share (2014-04-30) : 33.175400
Market Value : 7,597.17

Investment Total Return: Updates May 2014

For my savings and emergency funds, I am regularly adding P500.00 in my BDO Savings account and Metro Bank Savings Account. I also invest P2,500.00 in BDO Unit Investment Trust Fund.

For my businesses, there is a progress in my piggery where in I have now 2 sow and 5 additional piglets, P9,000 x 5 = P45,000.00 in 4 months for this piglets.

I will start my own company and it is in the food industry, I will going to provide jobs and employment and help thousands and thousands of people.

I acquire 2 real estate, I follow the advice of my teacher where he emphasize the wonder of real estate investing through the old saying “Don’t wait to buy real estate, buy real estate and wait”. My properties worth is P350,000.00 for the real estate, and looking forward to collect as many land as possible as long as I can.

These investments and business will work because I will make it work. Thank you for your time reading this investment total updates as of May 2014.

Investment Total Return As of Today

As of today August 2014, I acquired P217,000 worth of shares in First Metro Asset Management Inc in their mutual funds (Save and Learn Equity Funds). For our Phil Equity Mutual Funds, we only have P7,500 worth of shares, UITF (BDO EIP) so far we have P7,500 continously growing because we add every month a P2,500. It should be worth P50,000 as of today but we redeem our last years UITF funds as additional money for the lot we bought.

In the stock market; we only have P20,000 there or 1,300 SMPH shares (today), as we learn a long the way about stock investing me and my husband will going to invest in the stock market a lump sum, maybe just like we did at FAMI-SALEF. Also we add funds in our COL Financial account when we make profits in our business.

Related: Definition of Investment Total

Money Quote and Saying for the Day:

“There is a secret psychology of money. Most people don’t know about it. That’s why most people never become financially successful. A lack of money is not the problem; it is merely a symptom of what’s going on inside of you.”- T. Harv Eker

Updates: To see the latest post related to this topic, kindly enter your valid email address & get subscription for free. Follow us on Facebook, Twitter and Google Plus


Home » Investment Total Return: Updates May 2014

Leave a comment:

Your email address will not be published. Required fields are marked *

↑ Back to Top