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Me: Hello sir, good morning.

Advisor: Hi, good morning.


Me: Hi sir, ako glie si Axel. Ask ko lang sir if pwede ko ka ask question regarding sa stock market
for assignment purposes?
Advisor: Okay, what about stock?
Me: May I know what’s happening in the stock market?
Advisor: If you are asking for this month the market is very volatile. Sometimes the prices goes
up and down. But we are expecting that the stock prices will go high in the next 3 months.
Me: Noted sir, thank you. Add ko lang sir I’m 21 years old may I know what is the best
investment for me?
Advisor: Do you have Job?
Me: Yes, sir, Ga work ko sobung as a call center agent.
Adviser: How much is your salary?
Me: 20,000 sir.
Advisor: May I know your civil status?
Me: Single sir.
Adviser: Do you smoke?
Me: No sir. Wala ko ga smoke.
Adviser: Okay, If you are looking for a long-term investment we have VUL. Naka include napo
dito ang iyong health insurance na if mag karoon ka nang critical Illness katulad nang Cancer
makakatanggap ka nang 500,000 pesos o kaya naman ikaw ay naaksidenti at namatay ang iyong
beneficiary ay makakatanggap nang 1,000,000 pesos. Aside sa health insurance may kasama
narin itong investment. You can have this for 2,500 per month and this is payable for 10 years.
Me: Thank you sir. Ask ko lang sir if what are the company that you have invested?
Adviser: We are currently investing in Tesla, Amazon, and Microsoft.
Me: Noted sir.Thank you gid sa time mo sir.
Advisor: You are welcome. If you are interested in VUL you can call me back.
Me: Will do sir, thank you again. Good bye.
 Analysis

In this interview, I realize that we should study and be more knowledgeable


first before committing to something especially when it comes to money and
investing. Also is it true that time is gold because if you are still young you will
have a lot of opportunities to develop yourself also time is our greatest
weapon when it comes to investment because if you will start investing in
your 20s you will have a lot of time taking interest in your investment. Also,
you still have a lot of strength to work and pay for your insurance. If you are
still young you can also take the high risk so that you will also receive a high
return that most of the Middle Ages people could not take because they only
want to have a stable and low risk to maintain their investment. Also, I learn
that there are different ways to earn in the capital market like Mutual funds,
treasury bonds, and stocks. In the capital market, you should study the
graph, the different kinds of signals, candles, and the best season to invest
in because not all the time the market will remain stable.

Conclusion/Recommendation

Conclusion
Take your time studying and learning before you will start to invest. Also,
take advantage of your age because that is your weapon when it comes to
investing. Don’t be afraid if you have been lost in trading but take it as a
lesson that you can use in the future. Also, the most important thing is to be
computer literate and keep your eye on the trends because it will help you
to be more knowledgeable and it will give you a great advantage wherever
or whatever you will do.
Recommendation

Invest the money that you can afford to lose, and don’t put all of your
investment in one basket because you will never know what will happen in
the future. Look for an advisor or mentor that can help you to know more
about money market instruments and capital market instruments so that
you will be more equipped with knowledge and skills. Also in trading do a
lot of research first before investing your money, especially in
Cryptocurrency or Forex. This type of trading platform has a very volatile
type of market. Also know the best time to trade and when is not. It will be
best if you will invest while you were young.

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