Basic Portfolio Management

[@joannegaylefontanares3561]

Yung video na hindi kailangan papawer magsalita at sobrang informative and professional. Thank you mga sir!

[@WealthArki]

Thank you for your kind words.

[@summerlovin3641]

Ito ung channel na very straight forward and informative.Keep it up para madameng kababayang Filipino na ma educate.👍🏻

[@WealthArki]

Thank you!

[@arch.amielpatrickpunzalan2787]

Agree!

[@wajinshu]

Pinanood ko ulit to kasi nag aayos ako ngayon ng Portfolio hehe. Mas maapreciate tong video na to pag nag aayos na ng malaking pera. Mapaparal ka talaga ng Standard Deviation, Alpha/Beta at Shape Ratio ng Mutual funds lalo na isang bull run lang, Financially Free na hehe. So napakahalaga ng portfolio management para yung risk/reward ratio calculated depende sa goal ng isang tao. Yung YTD sarap tignan sa google sheets/excel kung tama yung diversification. Maraming salamat ulit mga sirs.

[@WealthArki]

Thank you! Please do share the learnings-and our videos, too!

[@josephjaypaalisbo1877]

One of the best Finance YT channel that I highly recommended to my co workers, friends and relatives. Ganda ng content. Mas madali maintindihan lalo na sa mga baguhan😍🥰🥰.

[@kiefer3869]

Salamat po malaki naitulong nyo sa report ko.. Strategic management - analytical portfolio manager..

[@sanmiguel6726]

thanks mga sir, pra nadin akong may financial manager sa channel nyo 😄😄😄 pero libre hehehe. its been more than 2 yrs now nung nakita ko channel nyo at nag subs ako, laki ng impact kau sa finacial life ko. thank you thank you keep it up po. God bless

[@WealthArki]

thanks! please do stay subscribed and share our vids, too!

[@odessa_japan]

I am really very happy and thankful that I found your videos. They are really very informative and helpful for us to learn more about investing. Galing nyo po mga Sir!

[@manuelperegrino737]

Mga boss thanks dahil lalo kng napag tanto na sa business ako bagay at sa business ako mag focus at mula ngayon malinaw na sa isipan ko kng ano talaga ang dapat kng gawin.

[@jonasgemson]

Isa to sa mga gold mine na video sa youtube kung gusto mag aral ng Financial Literacy.

[@WealthArki]

jonas gemson thanks! please do share the learnings--and our videos, too!

[@jinggsky3443]

Congratulation mga sir one of the best topic in your vlog. Thank you and God bless

[@WealthArki]

Thank you for your kind words!

[@willysoms1767]

Ang galing nyo mga sir. Marami akong natututunan. Salamat mga sirs. You deserve more subs!

[@gladyschen8750]

Hi mga Sirs your video is very informative. I am a financial advisor and i learned a lot from your video. Thank you so much for sharing your knowledge and becoming a blessings to many of us. May God continue to bless you and you family 🙏🙏🙏

[@WealthArki]

Thank you for your kind words Gladys!

[@selahpark9635]

As ofw na nag for gpod, very helpful po makinig sa inyo 😊

[@WealthArki]

Baya Vanz thank you! Please do share the learnings-and our videos, too!

[@rodelnolasco8731]

Thank you po.. I leard a lot! I take down notes while listening para mas maaral ko p po..hehhehe....I'm a beginner po kc..still a lot to learn..salamat po..

[@samboy4193]

sobrang laking tulong sa akin salamat po..GOD Bless...

[@lornatorrente2247]

i am a fan of your channel. Its so nice how the videos are very simple and chill discussion lang ang dating s viewers. it really ignite my desire to study and learn. Hats off on your style of vlogging.

[@WealthArki]

Thank you for your kind words. This inspires us even more.

[@chibimainegaming2328]

Gobless s inyo and more power Wealth Arki

[@WestPhilSea]

Galing! Thank you for those checklist. Very informative. I even saved this episode for future reference. Salamat po...by the way i liked that UP t-shirt...Isko ng bayan.

[@monakimlopez515]

This is so far my favorite videos from you guys! VERY INFORMATIVE 🙂

[@TheaSanchez]

I love how you always point out different areas and terms. I always learn so much!

[@WealthArki]

Your words are very encouraging. Thanks!

[@TheaSanchez]

Wealth Arki silent viewer here ever!

[@babahreytv]

Nice discussion, sana may mga iba pang good investment bukod sa Stocks, Mutual, VUL, Real Estate..etc. Na hindi mo masyadong risky.

[@rochelle2963]

Thank you po. Andami ko natututunan sa inyo👍👍👍

[@markyMark30]

Dapat ito ang pinapanuod very informative lalo sa mga gaya ko na ofw,...hnd ung kung anu anu 😂

[@MrNickdulce77]

Depende din sa Economic cycle kung saan ka dapat mag invest. During recession yun ung time na nagtataas ng interest rates ang central bank which is negative sa stock market and positive sa Bond yield.

[@WealthArki]

Recessions are one of the best times to buy stocks that have went down their intrinsic value. In fact, had you bought during the lows of the 2008, you would've gained 400+% by now. As we always posit, it really depends on the financial goal and time horizon of the person.

[@MrNickdulce77]

@@WealthArki yup, I agree however not all stock appreciate, meron iba recession or financial crisis d na nakakabangon, that is why the most important things to do to shield you from losing your hard earned money is to study. 👍😊

[@WealthArki]

Nikko Dulce can you cite an example of a fund or a stock that was hit by the recession that did not recover until now? We are curious as to this point that you have posited. Thank you.

[@MrNickdulce77]

@@WealthArki dot-com bubble. Im not expert in stock market. Im into forex trading, but engaging my self into fundemantals, intermarket and market sentiment makikita mo capital flow. May times na tumataas ang indices kasabay ng bonds, may time na nauuna si stock, may time na down ang stock up ang bonds. Pag bumababa ang isang asset may pinaglilipat sila. That is why when fears strike the market safe haven asset such gold, yen chd appreciate and other risky asset fluctuates. Just sharing my views and opinion mga sir.

[@WealthArki]

​@@MrNickdulce77 We would like to clarify on your position on "not all stock appreciate, meron iba recession or financial crisis d na nakakabangon" of which you said because of the dot-com bubble. can you cite any particular stock in the dot-com bubble--save for the ones that has no sound fundamentals to begin with--that still did not recover from the recession? we want to clear this one out because we would want our dicussions and opinion here to be supported by facts and data. thank you.

[@sandydallas6304]

Sana mag karoon po kayo topic about tips on how to earn passive income 😊 I know I will understand it better kapag wealth arki ang nag explain. Hehe

[@bernabemariano7025]

I really love watching your videos guys to guide me in my financial investment. Im almost to retire now but still working but i already had conservative investment and i diversified it so far. Like rents, MP2, time deposits money market and i want to be a member of the IMG coz they are member of blue chips compAny.

[@paglinawanalynnagail6958]

Hi sir. Sana po sa next vid about wealth management hehehe ty!! :))

[@napoleonbonaparte4410]

Very informative. And I like your set up. Yong dalawa kayong nag eexplain. :D

[@jasmindeleon8798]

Sana po may topic kayo about Hedge Funds.

[@Kulotski1979]

Salamat po sa inyong dalawa Sir Renzi at Sir Fritz. I learned about investments and already started. Continue inspiring and informing people. More power po!

[@WealthArki]

Thank you. Please do share the learnings--and our videos, too!

[@Reymarkz]

Tumpak na Tumpak.. Hahaha. Very nice video po and impormative. Di sayang oras mu dito... Keep it up. 😁😁😁👍

[@ampoycarolino5242]

Nice topic! Keep it up mga idol🤘🏻

[@spades8550]

Hi WealthArki! Ask ko lng... are there any closed end fund in the Philippines? Mostly kse ng alam kong available are open ended funds that are normally offered by MFs and UITFs... But if such thing is available I hope you would consider it as a topic in your future videos. Thanks!

[@WealthArki]

We have yet to know one. But in case we do, we'll feature it. Thanks!

[@jeordiafabonan1111]

thank you, I learned something. Your video is beneficial and informative. Thank you for being an inspiration to other people. Ems haha

[@Raysh.Mojica]

Very informative 👍🏻👍🏻👍🏻

[@calmaDaBest]

Learn so much

[@martinnillos1988]

this is the best episode!!!!

[@rechellegaleos5904]

Hi new subs Po. May video Po ba kayo regarding sample or best checlikst in your financial goals. After emergency fund then insurance? Then what's next? Which investment is the best to invest first. Moderate risk taker sa balance Po ba?

[@WealthArki]

Hi Je please refer to this video: kzbin.info/www/bejne/bafaZoycerx5qtU For your second question kindly search Principle of matching in our playlist as we explained it also there.

[@jrarroz2179]

Instead of negatively correlated, diba dapat those with low correlation or uncorrected na assets ang mainam na pagsamahin? Please enlighten me, mga Sir.

[@WealthArki]

Negatively correlated, for reasons we have stated in the video. Thanks!

[@alvinvergara824]

1 yr ago today

[@alexandercantimbuhan9319]

Thank you

[@marvinestudillo5224]

Your vlog are blessing to us, very informative! Thank you sir Renzi and sir Fritz #newsubscriber

[@WealthArki]

Thank you! Please feel free to browse our other videos that might be of interest to you. And please feel free to share them, too!

[@ven7605]

Sir, at this moment po ba okay pa maglagay sa UITF bond funds or hold off po muna? I have my funds invested muna sa money market funds not sure kung tataas pa ang bond funds

[@WealthArki]

Hi Ven it would depend on your financial goals. If you goals are within the 4-5 year span then going for bonds is all right as interest rates are above the usual average. Moreover, bonds issued last year became attractive because of the recent interest cut. Moreover, how much investment is in consideration here? Would the difference in performance be worth your timing? You may take this into consideration as well. thanks!

[@ven7605]

Thanks for the reply, sir. I wouldn't need the money I'm about to invest in the next few years. I somehow have diverfied my portfolio, I've got some invested in common stocks, equity and money market funds (UITF), and a rental property. I recently redeemend my bond fund investment (UITF) and I'm a bit confused if now is the perfect time to invest. I guess it's because I don't know what factors affect bond funds overall performance.. Like, where could I check to see the current overall interest rates? I'm not sure if inflation rate also affects bond performance and in what way..

[@WealthArki]

@@ven7605 we would be able to give you a more accurate recommendation given more information on your financial goals and resources, among other variables as well. please do email us [e-mail] to set an appointment. Thanks!

[@ven7605]

Thanks Sir 😊

[@kathleenxy-za4560]

Please discuss po about health insurance if it is worth getting one or mas better ba invest nalang ung fund for insurance. Thanks.

[@TheaSanchez]

Kathleen Xy-za it is always best to manage and diversify your funds. Before finding ways to create income through investments, dapat protected yung income natin also having emergency fund muna. Kasi as how wealth arki pointed out, how much liquid money do you need? Minsan kasi sa investments di sya gaano ka liquid (meaning it cant be pulled out right away most of them time, minsan may holding period also minsan not ok yung market) so if you ask me, i think you have to have insurance first before investments kasi sayang ang investment if lahat naman ng kita mo gagamitin para sa pambayad ng bills sa hospital or medicine or even unseen events in life. (But of course dapat, meron k din emergency fund) :)

[@kathleenxy-za4560]

@@TheaSanchez Thank you. ☺

[@jeraldsamonte1017]

Kathleen Xy-za hi im a life stage financial planner from pru life uk we can discuss your concern you can contact me [phone].

[@albertreyes5219]

Are u guys straight? Ang saya makipag kwentuhan senyo

[@christeltata9773]

Yung stocks na may devidend po,panu po mag invest

[@WealthArki]

Christel Tata you can basically get jt through any online stock broker. Thanks!

[@marieong9591]

love this video

[@user-wp4op9xw1y]

Hello.. Ask ko lang po.. Example I put 100K On BOND FUND, BALANCED FUND & EQUITY FUND. and the percent is all the same 6%.. Same din po ba ang return nila if gusto ko i-redeem??

[@WealthArki]

from your example, if they all give 6% then they give the same return. thanks!

[@user-wp4op9xw1y]

@@WealthArki yeah, I knew it. Thanks.

[@jaycrisgenota4484]

Thank u po

[@jakeskipper3459]

Mga idol magkano mentorship ninyo po kung sakali? Thanks

[@WealthArki]

we do financial consultation at P1.5k per hour. thanks!

[@junepaologuarin8762]

Always may risk. Pag real estate naman, you can' invest there without going into debt.

[@aimiishiyama7043]

Good day po! New subscriber po, pa discuss naman po ng BPI Philam life insurance. Thank you po from Japan!

[@WealthArki]

Hi aimi we will take note of your suggestion.Thank you!

[@aimiishiyama7043]

Wealth Arki thank you po!

[@dominiqueeltagon921]

if para naman sa pamilya mo yong investment mo like pang estate tax one day pag wala kana then may mga mamanahin sila sayo, or for income protection para sa mga maiiwan, or pangretirement nyo, and if it is for long term try nyo na din magVUL 😀

[@WealthArki]

we are very careful to easily recommend one financial product without looking at a person's over-all financial resources as well as financial goals. the proper and prudent way for us is to check these first--among other factors--and have meaningful discussion with them before recommending any financial product. thanks!

[@russelyacat]

More Power!

[@danpatrickdaduya8955]

Very informative! :)

[@bulldogrocks]

Kailan po ung advanced version nito?

[@WealthArki]

Francis Nocete we’d definitely have it one of these day, but we’ll definitely have it one of these days. So please do stay tuned!

[@dariusjardeleza3906]

Ser bat palage ka umiiinom ng coke

[@minionkoto4780]

Masarap yang soda kapag madaming ice cubes.