Austria, Kate G.
32 – BFM – 02
Financial Situation
As of March 25, 2023, I have Php 5, 000 available to invest.
Investment Goals
To grow my funds exponentially and to earn a steady and additional
source of income.
Expected return depending on what investment that I will
choose:
Short Term (monthly return for 1 year) – If I invest Php 1, 000 for 5
stocks, I will have an approximately Php 5, 000 month return for 1 year.
Medium Term (5 years after) – If I invest Php 5, 000 with 6.075% yield in
bonds, I will have an approximately Php 151,875.
o If I invest Php 1, 000 with 4.52% per annum in Mutual Funds, I will
have an approximately Php 1,045.2 per annum.
Possible investment alternatives
Stocks
Bonds
Mutual Funds
Property
