3 Levels of Investing

Investing is always tied up with a Goal...and therefore there are different vehicles appropriate for each goal. 

In my investment experience I did three levels of investing. The Level 1 investing is Kaiser LTC, to develop my discipline or habit of investing. Our very first task really in investing is to develop the habit of investing. Then, the next step is to master the fundamental and technical analysis and find the best investment vehicle to achieve high returns. To hasten this, we simply need to find a coach and develop the habit of investing. Invest therefore on what will make sure you succeed.

The Level 2 I have is the Indirect way of Investing in Stocks. This is through Mutual Funds. We allow our money to be pooled "bakas bakas" with many other investors and we allow an expert (Fund Manager) to manage our investments. This will allow us to be diversified with even just minimal amount of investment. Moreso, it allows us play it like the "big boys" through our fund manager. Because we no longer represent just the small amount that we personally invested but we are represented by the total pooled investment which is more significant and really would have impact on total investment in a company the fund manager choose to invest in. 

The 3rd Level is Direct Stocks Investing which I consider is the highest risk and thus requires a closer coaching and monitoring. My favorite broker for this is Abacus Securities with their MyTrade Apps. They come out with daily push notification on our stock picks. We also get  regular training, and coaching so we can achieve the best returns for our hard earned money that we invest. 

As in our own experience, it is exciting to jump into level 3. But, I strongly suggest we do it the proper way... Check out financial planning books on how to do Solid Financial Planning... If you want I can also show you how.... check out MyTradePH.

If you want to Learn and Invest in all 3 Levels of Investments, feel free to contact us NOW at 0920-902-1217 or eMail  richbenj.santiago@gmail.com. We will be happy to guide you and get you started!

God bless us all...

Benj and Fel

PS: Get Educated Before You Invest. Read the details and comparison of each Level of Investment.

How did we Do it?

Fely and Benj Sharing their Mission