Saturday, July 14, 2012

Mutual Fund Investment Update, July 2012

Wow, first blog post this year! I hope I still have readers left. A little recap: I started investing in mutual funds mid-2010. My plan was to invest P1000 each month. Unfortunately, I haven't been able to do that.
I'm pretty happy with the results so far, but keep in mind these are just paper gains. I hope I can re-start investing P1000 a month soon, but I'll probably choose a UITF this time. Check out that discussion: UITFs vs. Mutual Funds

Total Amount Invested:

P13000

Number of shares owned:

5772

NAVPS:

P3.1966

Total Value of Shares Owned:

P18,450.7752

Total time since initial investment:

Approximately twenty-five months

 

 



June 2011 update

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