Uploaded July 2023 | Updated September 2026, 2 hours ago
COL Investor Summit 2023: Investing Strategies for the Smart Investor
Managing Your Money to Design the Life You Want
Enrique Fausto, CFA | Chief Financial Architect, IFE Management
Recorded on June 10, 2023
- Introduction [0:00]
- Enrique Fausto's storyline [2:38]
- 3-step process of designing your financial life [5:13]
- Diagnostic: What is your current relationship status with money? [6:21]
- How can you improve your relationship with money? [7:48]
- Determine and quantify your goals: What do I want with my life? [12:50]
- Life plan: Your roadmap to success [22:00]
- What is the best investment and strategy for me? [25:50]
- Goal-based investment approach [28:48]
- Enrique Fausto's closing [31:04]
- Why is VUL is classified as bad recently? [34:47]
- Is it better to resolve debt first before investing? [36:54]
- How should I allocate my savings throughout my different life stages? [38:05]
- For someone who's about to retire, should I keep my money in stocks? [39:43]
- How do you develop good money habits? [41:07]
- I'm currently putting up a business and shelling out a good chunk of my saving for it, what would be your suggestion regarding my allocation of the rest of my savings? [43:11]
- As a beginner, should I focus on building an emergency fund first before taking on investments? [45:01]
- How do I manage my manage my wealth when all of it were invested in the stock market and I recently lost my job? [46:39]
- What's your portfolio mix in percentage? [49:41]
- For a college student, how much of their portfolio would you allocate to stocks and bonds and how should their portfolio compositions evolve after they graduate? [50:45]
- For OFWs, do you have any suggestions where to invest? [53:33]
- What should I do if some of my investments are gaining profits, while others are at a loss? [57:52]
- In my mid 50s, how can I ensure that all investments are received/inherited by my family in case something happens to me? [59:31]
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLinvestorsummit
COL Investor Summit 2023: Investing Strategies for the Smart Investor
Managing Your Money to Design the Life You Want
Enrique Fausto, CFA | Chief Financial Architect, IFE Management
Recorded on June 10, 2023
- Introduction [0:00]
- Enrique Fausto's storyline [2:38]
- 3-step process of designing your financial life [5:13]
- Diagnostic: What is your current relationship status with money? [6:21]
- How can you improve your relationship with money? [7:48]
- Determine and quantify your goals: What do I want with my life? [12:50]
- Life plan: Your roadmap to success [22:00]
- What is the best investment and strategy for me? [25:50]
- Goal-based investment approach [28:48]
- Enrique Fausto's closing [31:04]
- Why is VUL is classified as bad recently? [34:47]
- Is it better to resolve debt first before investing? [36:54]
- How should I allocate my savings throughout my different life stages? [38:05]
- For someone who's about to retire, should I keep my money in stocks? [39:43]
- How do you develop good money habits? [41:07]
- I'm currently putting up a business and shelling out a good chunk of my saving for it, what would be your suggestion regarding my allocation of the rest of my savings? [43:11]
- As a beginner, should I focus on building an emergency fund first before taking on investments? [45:01]
- How do I manage my manage my wealth when all of it were invested in the stock market and I recently lost my job? [46:39]
- What's your portfolio mix in percentage? [49:41]
- For a college student, how much of their portfolio would you allocate to stocks and bonds and how should their portfolio compositions evolve after they graduate? [50:45]
- For OFWs, do you have any suggestions where to invest? [53:33]
- What should I do if some of my investments are gaining profits, while others are at a loss? [57:52]
- In my mid 50s, how can I ensure that all investments are received/inherited by my family in case something happens to me? [59:31]
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLinvestorsummit
