COL Investor Summit 2023: Investing Strategies for the Smart Investor
Building an Effective Portfolio in Volatile Markets
Zane Pulumbarit, CIS, CUSP | COL Funds Specialist
Recorded on June 10, 2023

- Introduction [0:00]

- What is the current market situation? [1:31]

- How can we capitalize on opportunities even through volatile market conditions? [2:56]

- What is a properly diversified portfolio? [3:30]

- How can we build an effective portfolio today? [5:46]

- Funds: The simplest way to build a portfolio [18:58]

- Different types of funds [19:39]

- Why are funds great to invest in? [19:57]

- Available funds in the COL platform [21:13]

- Top fund picks [21:37]

- Summary [23:56]

- With all the options that we have locally and globally, what should our investors keep in mind so that this isn’t so intimidating for them? [25:30]

- What is your thought process when you select a fund? [27:03]

- What is your view on Tech as a theme? [29:43]

- How much should I have in order to diversify? [33:15]

- Which long-term thematic do you think will continue to develop? [35:44]

- How would you organize your portfolio today? [37:39]

- What's something interesting can you share about funds? [38:37]

- Which countries do you prefer given scenario 1 (soft landing) or scenario 2 (hard landing)? [41:16]

- Is it safe to put our money in REITs while we are still undecided to buy stocks? [43:59]

- What other benefits do funds have in comparison to stocks? [45:29]

- Do you have tips on how to adjust your investments to better fit a change in lifestyle? [52:29]

- How much should you invest in the global vs local market? [54:55]

- Once Maharlika Wealth Fund is approved, what can we expect in the performance of the Philippine market? [56:04]

- Difference of bond funds and direct bonds [58:04]

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 [email protected]. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at [email protected]

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