Calculate potential returns from Philippine stocks, mutual funds, bonds, and balanced portfolios. Plan your financial future with compound interest projections.
Minimum: ₱1,000
Regular monthly investment amount
Historical average for Mutual Funds: 8%
Recommended: 5+ years for growth investments
BPI, BDO, Metrobank fund offerings
The PSE offers opportunities to invest in leading Filipino companies. Historical returns average 8-12% annually, but come with higher volatility. Popular brokers include COL Financial, BPI Trade, and Philstocks with minimum investments as low as ₱5,000.
Mutual funds offer professional management and diversification. Philippine mutual funds typically return 6-10% annually. Available through major banks (BPI, BDO, Metrobank) with minimum investments starting at ₱1,000.
Philippine Treasury bonds offer guaranteed returns backed by the government. Current yields range from 4-7% annually. Retail Treasury Bonds (RTB) are accessible to individual investors with minimum amounts of ₱1,000.
Successful investing requires patience, diversification, and regular contributions. Start with an emergency fund, understand your risk tolerance, and consider peso-cost averaging to reduce timing risks.
Step 1: Choose your investment type (Stocks, Mutual Funds, Bonds, or Mixed)
Step 2: Enter your initial investment amount
Step 3: Set your planned monthly contributions
Step 4: Adjust expected annual return based on historical data
Step 5: Select your investment timeline (longer is usually better)
Step 6: Review projections and plan your financial future
All investments carry risk and past performance doesn't guarantee future results. This calculator provides estimates based on historical averages. Consider consulting with a licensed financial advisor before making investment decisions. Start with amounts you can afford to lose and prioritize emergency savings first.
