Isha Final
Uploaded by
Jean AvrynIsha Final
Uploaded by
Jean AvrynName: Ronquillo, Jeanna Ayeesha C.
Date: August 16, 2025
Section: Grade 11- Saint Ignatius
Financial Portfolio
I. Net Income/Salary
A. Parent’s Gross Monthly
● Gross Monthly: ₱250,000.00
B. Deductions
● Tax: (32% in Switzerland) ₱80,000.00
● PhilHealth: ₱500.00
● SSS: ₱1,000.00
C. Net Income/Salary
● Net Income: ₱168,500.00
II. Monthly Budget Plan
EXPENSES AMOUNT ALLOTED
Groceries ₱10,000.00
Market ₱25,000.00
Electricity ₱4,000.00
Water ₱2,000.00
Tuition Fee ₱2,000.00
Wage for Helper ₱13,000.00
Gasoline ₱7,000.00
Internet ₱1,000.00
Medicine ₱38,000.00
Allowance ₱50,000.00
Miscellaneous ₱15,000.00
Total: ₱167,000.00
Leftover: ₱1,500.00
III. Investment Analysis (Arithmetic Sequence)
● ₱168,500.00 (Net income) - ₱167,000.00 (Monthly Expenses) = ₱1,500.00
● Monthly Increase: 3% of ₱1,500.00 = 0.03×1,500 = 45
● 1st Month = ₱1,500.00
● 2nd Month = ₱1,545.00
● 3rd Month = ₱1,590.00
● 4th Month = ₱1,635.00
● 5th Month = ₱1,680.00
● 6th Month = ₱1,725.00
● 7th Month = ₱1,770.00
● 8th Month = ₱1,815.00
● 9th Month = ₱1,860.00
● 10th Month = ₱1,905.00
● 11th Month = ₱1,950.00
● 12th Month = ₱1,995.00
● S₁₂=12/2×(2(1500)+(12-1)(45))
S₁₂=6×(3000+(11×45))
S₁₂=6×(3000+495)
S₁₂=6×3495=20,970
Total = ₱20,970.00
