Investment Portfolio Reveal: P1MILLION in BPI Funds... 5-YR Performance Update!
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- เผยแพร่เมื่อ 15 ก.ย. 2023
- This video has taken me years to put together: I'm finally revealing my investment portfolio in BPI Investments worth over 1 Million Pesos! It's taken me a while to do this for a number of reasons. First, I do still consider myself as a very private person. Even as I'd put together this TH-cam channel during the pandemic and revealing quite a bit about myself, I still don't consider my life as an open book. Second, this 1 Million Peso portfolio reveal has literally taken me years to save up and having invested for 5 to 6 years now, I am able to share if the mutual funds and UITFs that I've invested in have been worthwhile simply by showing their performance. The numbers don't lie! I've often talked about available investment apps and different funds that are available here in the Philippines. My reviews typically cover performance in terms of historical figures based on prospectuses and a little update based on the few months that I've invested in them. In today's video, I'm taking into account the number of years that I've had this portfolio. I'm not talking about historical performance based on how these investments have fared for others but I'm sharing MY ACTUAL RETURNS -- both gains and losses! These investments are nobody else's but my own -- of course with the expert help of BPI AMTG/Wealth Managers. How much have my 1 Million Pesos worth of investments fared in the last 5 years? Watch on to see if my investments have been worthwhile.
#portfolio
#1million
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Looking to do a follow-up video on this to address your questions on this! Comment your questions here
i'm so glad to have stumbled upon your channel! ang hirap kasi manood ng mga US-based finance channels. maraming di applicable dito sa atin. thank you for this and congrats on your portfolio! 🎉
Thank you for the support 🙏
Galing. Appreciate the transparency! Thanks!
Thanks for the support 🙏
Great job, Mark!
Thank you 🙏
It's best to put everything to BPI US Equity Index Feeder Fund. S&P 500 keeps on going up even if US Economy is bad what more during good times unlike the PSEi.
Is it USD or PHP you recommend?
USD has the potential for currency appreciation. Also possible to lose to if Peso weakens against the dollar. If you're earning via USD, USD would be good. Otherwise, there's the additional hassle of converting your PHP into USD.
It is fantastic! thanks for sharing :)
Thank you 🙏
Galing! Invested po ako sa BPI Equity US Index Feeder Fund din. Malaki na rin po yung gains kahit na nasa 4th year pa lang ako. Around 25% ang gains
More to come 💯
USD CLASS OR PHP CLASS? I'M THINKING OF TRYING TO PUT SOME OF MY FUNDS DIN FROM MY BPI ACCOUNT.
@@Jayneology08 PHP class po
Thanks for sharing sir, just happen to see ur channel now... still good content sir
Thank you very much!
Thanks Mark
imformative! Thanks
👌
THANK YOU SIR IM WATCHING FROM TURKEY
Thank you 🙏
The decline in our economy and underperforming stock market over the past six years can be attributed to the election of leaders who have proven to be ineffective in steering our nation towards prosperity. Just half a decade ago, we stood as a burgeoning economic powerhouse, but today, we find ourselves regrettably characterized as the underperforming entity in Asia.
The deterioration of our economic standing can largely be traced to a leadership vacuum where competence and vision were lacking. The decisions made by these elected officials, or rather the lack thereof, have contributed to the erosion of our economic prowess. What was once a promising ascent in our economic trajectory has now been replaced by a disheartening descent.
Effective government policies play a pivotal role in fostering economic growth and stability. To ensure the prosperity of our nation, it is imperative that we choose leaders who possess the competence and vision to craft and implement these policies efficiently.
Hi Mark. Do you get dividends if you invest in the US Equity Feeder Fund? If you were to choose, which would you prefer - investing via BPI US Equity Feeder Fund or directly in S&P 500? What are the advantages and disadvantages of investing between the two? Lastly, do you receive any documentation from BPI about your investment? I'm torn kung eToro, GoTrade and BPI yung pipillin ko na platform and I prefer to invest in BPI since may physical offices sila. Thanks a lot!
No dividends. I prefer investing in a UITF feeder fund tracking the S&P 500 offered by local banks. You can get a bank certificate that includes your investments. Pros and cons shared throughout some of my videos
@@ZiggingbyMarkSigg Okay thanks again for answering my questions🙂
Do you invest directly sa S&P 500? You think it's worth it (considering the fees) or just stick sa PSE na lang?
Also i'm not sure if you already have a video about it, but what vehicles do you use specifically for retirement fund?
Yes via Gotrade and Etoro
Do you invest directly on PSE sir Mark? We will be interested to know more as well :)
Yes but honestly not as much and more for long term 😅 did a couple of REIT and IPO videos a while back but I've stuck mostly to blue chip stocks
Sir for USD investments, what happens if bumaba ang dollar to less than 50 php and every cash in ko sa gotrade above 55 php yung exchange rate. D ba ako lugi in the long run?
Forex is part of it the losses and/or gains.
Hi sir, are you a BPI Preferred client, too? I believe nasa P1M+ din kasi TRB nila (deposits + investments). Would be great to have your insights din po into priority banking. Thank you!
Great question. Yes I'm a Preferred client. TBH though, I don't feel its perks too much 😅 maybe I just don't go to the branches much! But even branch transactions not in the teller line is still such a long queue for me 🤣 maybe I haven't been properly oriented, but I feel very little perks, if any. I don't even know the name of my Relationship Manager, which the BPI Preferred website tells me I'd have one
sir may question po ako, ilang banking days po bago magreflect yung amount via bpi app pag nagsubscribe ka po?
Depends on the time/day you invested, around 3-5 banking days
Boss, tanong ko lang, lump sum ba yung mga investment mo o naka spread spread overtime?
Spread over time, I've found consistently investing is most effective
Sir, how much money is the initial investment to US equity in bpi? 50k ba? Then 1k minimum?
Previously P50k but now just P1k
@@ZiggingbyMarkSigg thanks ,sir! I plan to re-invest again to that fund.
How old are you, Mark?
Bpi US Equity Feeder Fund Class P. Ok din ba sya na investment? Tia
Yes
Still staying with bpi us equity feeder fund even if they increased to 1.5% mngt fee?
For the time being, yes. I'm considering my available options too
Appreciate the transparency. This confirms my opinion that anything local is garbage, errrm unrealiable. BTW, where's GMIF?
🤣 GMIF is fairly new to my portfolio and only included here those that I can show a 5-year performance. With GMIF included, it would bring up my global investments to 60% of my portfolio.
@@ZiggingbyMarkSigg Thanks! I'm going heavy into GMIF. I love cash flow!
Thanks
Na loko na ng investagrams era haha