I do not want you

to get scammed!

I do not want to see

you get burned!
I do not want you to
lose your lifetime
savings!
 YOUR SUCCESS IN INVESTING
WILL DEPEND ON 4 FACTORS:

KNOWLEDGE

PLAN

PERSONALITY

RESOURCE

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 CONTENTS
KNOWLEDGE
Know What and How Of Investment
What Is Investment?
Why Should You Learn How To Invest?
3 Important Things You Must Do Before
You Invest?
How To Invest?

PLAN
Investment Plan
How To Set Your Investment Plan?

PERSONALITY
How To Identify What Type Of An Investor Are You

RESOURCE
How To Protect Your Investment By
Minimizing Risk (Things You Should
Avoid Doing In Investing)
Strategies On How To Minimize Risk
My Investment Checklist

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 WHAT IS INVESTMENT?
Something that is purchased with the intent to resell at a higher
price.

WHY SHOULD YOU LEARN HOW TO INVEST?

Higher Return
Protects Money From Depreciating
It Can Make You Wealthy
It Helps With Your Retirement Plan

WHEN IS IT THE BEST TIME TO INVEST?

NOW

IMPORTANT THINGS YOU MUST DO

BEFORE YOU INVEST
Learn Before You Invest
Do not be afraid to invest in yourself
Consider this as part of your investment
In learning, consider your source
Is it legit?
Is it credible?
Does it have a good track record?

Get A Coach Or A Mentor

Experience is the worst teacher when it comes to investment
Learning from others is the best teacher.

Never Be Afraid To Ask

Most people lose money because they are ashamed to ask

If you want to ask...

Ask From The Right People
Make sure they….
Practitioner - easy to give advise; share the same values

Learn the Principles and Apply it On Your Own.

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 Notes

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 Copy the right things they are doing

The goal of the coach is not for you to be

dependent on him/her.
The goal of the coach is to give you the right info
and guide so that you will be empowered to
make your own decision.

THAT IS THE REASON WHY I DON’T ENDORSE!

Different
Mindset
Plans
Goals
Timeline
Resource

Things may work for me but may not work for

you.

HOW TO SET YOUR INVESTMENT PLAN?

Remember
Objective
Horizon
Preference

INVESTMENT OBJECTIVES
What is your financial goal?

PRESERVATION OF FUNDS

CONSTANT CASH FLOW

GROWTH IN FUNDS

YOUR CHOICE: ___________________________________

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 INVESTMENT HORIZON
When do you need it?

Short Term Medium Term Long Term

1 to 5 Years 6 to 20 Years 21 above

Debt repayment fund

Retirement
Savings Educational
Medical
Expense Car
Inheritance
Travel House
Expense replacement
Leisure

YOUR CHOICE: ___________________________________

INVESTMENT PERSONALITY PREFERENCE

Identifying what type of an investor are you

WHAT IS YOUR RISK PREFERENCE?

Aggressive Moderate Conservative

80% high returns 50% high returns 20% high returns

20% low returns 50% low returns 80% low returns

YOUR CHOICE: ___________________________________

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 TRADERS INVESTORS

Medium Term
Short Term
and Long term

Gamers

Mostly invested at
NFT gaming apps

si
ofes onals
Pr

Professional traders
have one thing
in their mind: PROFIT.

Holders

“Hold On For Dear Life”

Long term investors

Whales
These investors come as
They may be a
big as their name suggests.
single Ultra High
They have bottomless
Net Worth
pockets and can make
Individual or an
massive investments in
institution.
cryptos, causing a wave.

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 YOU MUST IDENTIFY YOUR
BJECTIVE

ORIZON

REFERENCE

WHAT
IS YOUR FINANCIAL GOAL?

WHEN
DO YOU WANT TO CASH OUT?

WHAT
TYPE OF AN INVESTOR ARE YOU?

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 HOW TO PROTECT YOUR INVESTMENT BY MINIMIZING RISK

(Things You Should Avoid Doing In Investing)

...Invest If You Do Not Understand

N
One wrong move can spell disaster

...Listen To Rumors
Beware of Pump and Dump

E
ex. Elon Musk Dogecoin

...Invest Your Emergency

Fund And Life Savings

V ...Allow Greed To Make Be

The Decision Maker
Do not allow FOMO to set in.

E
...Be Pressured To Borrow
Money To Invest

...Invest Because of Trust

R ...Share Your “Private Keys or Passwords”

the long letter-and-number codes
that enable you to access your
virtual currency — with anyone.

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 STRATEGIES ON HOW TO MINIMIZE RISK

Invest The Money You Can Afford To Lose

BUSINESS
REAL ESTATE
Diversify UITF
MUTUAL FUNDS
Do Not Only Invest In One Company,
STOCK MARKET
Industry Or Financial Vehicle
NFT
CRYPTO

Rule Of 4
Divide Your Investment By 4 100k / 4 = 25k
Invest batch of 25k

Averaging 1 PESO
Be A Consistent Investor 50 CENTS
AVERAGE
0.75 CENTS

Don’t Sell When Market Drops

Hold on
Investing is transferring of wealth from the
impatient to the patient -Warren Buffett

Know When To Sell And Buy

Ask the women, when is
The reason why many investors lose is the right time to shop?
because they do not have a plan. SALE!
Set your target income 20% When the market is
Once you hit it, SELL down.
Do not allow greed to decide for you.

WHEN IS THE RIGHT TIME TO SELL?

Once you hit your loss limit.

Be greedy when people are afraid and be afraid when people are greedy.
-Warren Buffett

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 MY INVESTMENT CHECKLIST

YES NO
Do you understand the investment?

Do you have a financial plan in place and is it clear?

(REMEMBER OHP)

Do you have an emergency fund set aside?

Have you already identified what type of an

investor you are?

Have you already determined the amount of

money you are willing to risk?

Have you already identified where to invest your money?

Do you know when to cash out your investment?

Is your investment diversified?

Do you have a coach or a mentor who can guide you?

Do you have a backup plan just in case you

lose the investment?

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 Notes

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