By: King San Jose Santos, RFP, MIFC
Chief Financial Planner
What is Dollar Cost Averaging?
It is also known as Constant Dollar Plan. It is an investment strategy which divides the investment of the investor to multiple constant time period. It takes out the problem of timing which minimizes risk. It maximizes asset acquisition when market is down as it allows you to buy more while minimize you to buy less when the market is high.
How it will help your portfolio:
Dollar Cost Averaging can be used in acquiring investments with our VUL products. It allows you to create less risk in the long term time period. On average, even though it is a basic strategy, dollar cost average is still one of the best strategy for medium to long term investors.
Products available for investment:
We have several funds that is available for investment under our financial products.
Low Risk Funds : Money market Funds,
Medium Risk Funds: Fixed income funds, Balanced Funds
Aggressive Funds: Equity Funds, Growth Funds, ONE FUND, Guardian Fund, Peso Global Equity Fund, Peso Global Technology Fund, Select Equity Fund
Schedule a meeting with our Licensed and Certified Wealth Manager
To know more about our funds, You may schedule a meeting with our Licensed and Certified Wealth Manager today. Click here >
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