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B MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
January 2016
Volume 7, No. 1
Stocks Update
Page 1 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
Bo Sanchez
P.S. The Only Sure Way to Get Your ChildrenAges 9 to 19Become Millionaires Early in Life. Two classes
will be offered: For kids ages 9 to 12 and for kids ages 13 to 19. Speakers are Obet Cabrillas, Marco Victoria, Mayi
Lubaton, and Ichel Alignay. For more info, visit www.TrulyRichClub.com/YoungMillionaire or email Meann at
beaconlightevents+seminar@gmail.com
Stocks Update
Volume 7, No. 1
January 2016
Page 2 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
Aside from Chinas economy going down, oil and commodities prices continue to go down as well. Thus, the
economies of Middle East, Canada, and Australia are slowing down too. Some of my Filipino friends who work in
these countries have lost their jobs.
Now if more OFWs will be sent home around the world, then our remittances will decrease. You probably
know how important the remittances are to our economy. For years, they have held our country afloat.
If these remittances will go down, then that will dampen our economy.
But we believe the BPO industry can compensate for the loss.
Were the number one Voice Call Center of the world. Once upon a time, that position was held by India.
But because of our proficiency in the English language and our excellent customer service, the Philippines took
over as number one. (Indias biggest BPO companies have all set up their presence here.) We now have 800,000
people working in the BPO industry.
My friendwho works high-up in the BPO industrybelieves the Philippines is just scratching the surface.
She says, We probably are still doing only 10 percent of what we can do. Aside from voice, theres data services
and India is still the Number One provider in the world. One day, again because of the amazing talent of the
Filipinos, we believe the Philippines will also be the number one provider of data services to the worldfrom Legal
to Medical to Construction, etc
What does this all mean?
For years to come, the Philippine Stock Market will continue to grow. Our future is bright. Your future is bright.
So keep investing in the Philippines greatest companies.
Remember: 2016 may go sidewayswith a lot of ups and downs along the way. Just keep investing each
month.
Friend, get used to volatility.
Disregard it.
Volatility is the new normal.
In fact, volatility is your friend.
Happy investing!
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
By Mike Vias
Were just a few days into the new year and yet so many things have happened already with the stock market.
Market just went down and along with this are changes in how we will be investing, namely, changes in our Target
Price and Bro. Bos new recommendation to buy Mutual Funds. Thus, for this issue Id like to get you up to speed on
these changes.
Here is our updated SAM Tables with new Target Price and Buy Below
Prices (as of January 12, 2016 closing).
STOCK
Current Price
Target Price
Action to Take
AC
660.00
695.65
800.00
Continue buying
BDO
95.90
92.17
106.00
Stop buying
CEB
76.50
116.52
134.00
EEI
5.35
10.52
12.10
FGEN
22.15
28.43
32.70
Continue buying
FLI
1.58
1.94
2.24
GTCAP
1,287.00
1,113.04
1280.00
Stop buying
MBT
69.95
80.00
92.00
MEG
3.58
4.85
5.58
Continue buying
SMPH
19.82
18.86
21.70
URC
175.10
159.13
183.00
Stocks Update
Volume 7, No. 1
January 2016
Page 3 of 11
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
Money Market Funds are invested in short-term time deposits, corporate bonds, and government securities
Bond Funds are invested in bonds issued by companies and the Philippine government
Balance Funds are invested in a combination of both stocks and bonds
Equity Funds are invested in individual stocks listed in the PSE
Equity Index Funds are invested in stocks that are part of the PSEi (index)
Here are some of the benefits of investing in Mutual Funds: Investing in Mutual Funds gives you access
to a variety of investment instruments. It also gives you the expertise of professional fund managers in making
investment decisions for you. In addition, Mutual Funds minimize risk through the diversification of your investment
among different assets. Lastly, investors have liquidity because of their ability to typically redeem or sell their
Mutual Fund shares.
This recommendation to buy Mutual Funds came in the light of its lower prices compared to our SAM Stocks
that did not go down extensively. This gives us the opportunity to buy at low prices for the day that these Funds
will bounce back.
FUND
DATE OF
RECOMMENDATION
NAVPS
(as of 1/12/16)
Action to Take
XPEEQ
Philequity Fund
31.0639
Continue buying
XPEIF
Philequity Index
Fund
4.2155
Continue buying
XFMEQ
4.7707
Continue buying
XSLEQ
Sunlife Prosperity
Equity Fund
3.4805
Continue buying
NAVPS is Net Asset Value Per Share. An increase in the NAVPS means that the investor can sell/redeem the
shares of a mutual fund for a higher value.
We will follow cost-averaging as our strategy in investing in Mutual Funds. You can do this by investing
regularly a fixed amount of money that is comfortable for you. With this amount, buy the fund or funds of your
preference. To cost-average effectively, make sure youre buying shares in the same fund or same set of funds every
month or every quarter. Quite similar to our SAM with stocks.
On our next issues Ill be introducing to you each of these funds what they contain, the objective of fund,
and more. If you want to check the performance of these funds you can log on to our website, click the Mutual
Fund Tab, and click Research.
To learn more about Mutual Funds:
You can go back to Bro. Bos Stock Alert last January 12
Visit this link: https://www.youtube.com/watch?v=-bLeRnOHq-8
Attend any of our free seminars on Mutual Fund Investing (https://www.colfinancial.com/ape/Final2/home/
investor_education.asp)
Stocks Update
Volume 7, No. 1
January 2016
Page 4 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
now, for the first time ever they can be purchased conveniently online via the COL Fund Source (log on to www.
colfinancial.com and click on the Mutual Fund Tab), and there are no front-end fees or what other people call sales
load. None of that via COL Fund Source. Thus, buying Mutual Funds today are a lot easier and cheaper.
Just as a basic overview, a Mutual Fund is a pooled investment managed by a professional fund manager in
behalf of the investors. A Mutual Fund is a collection of assets composed of stocks, bonds, fixed-income securities,
cash or a combination thereof. There are different types of mutual funds to fit ones investment horizon and financial
goals:
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
P.S. If you or a friend would like to learn more on the basics of investing in the stock market, I conduct free seminars
every Friday at the COL Financial Training Center teaching the basics of long-term investing in the Stock Market.
You may sign-up for these seminars at www.colfinancial.com.
I also give powerful talks on various engaging and practical topics every Sunday at Feast ATC in Cinema 2 of
Alabang Town Center. The Mass starts at 9AM and The Feast kicks-off at 10M. Come by. Its for free!
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
ESTIMATED
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
AC
Jul-13
603.50
660.00
9.36%
654.80
753.00
24.77%
Aug-13
598.50
660.00
10.28%
602.40
753.00
25.81%
Sep-13
580.00
660.00
13.79%
602.40
753.00
29.83%
Oct-13
601.50
660.00
9.73%
602.40
753.00
25.19%
Nov-13
569.50
660.00
15.89%
602.40
753.00
32.22%
Dec-13
555.00
660.00
18.92%
602.40
753.00
35.68%
Jan-14
525.00
660.00
25.71%
599.13
689.00
31.24%
Feb-14
538.50
660.00
22.56%
599.13
689.00
27.95%
Mar-14
574.00
660.00
14.98%
599.13
689.00
20.03%
Apr-14
590.00
660.00
11.86%
599.13
689.00
16.78%
Aug-14
704.00
660.00
-6.25%
709.00
816.00
15.91%
Oct-14
688.00
660.00
-4.07%
709.00
816.00
18.60%
Nov-14
690.00
660.00
-4.35%
709.00
816.00
18.26%
Dec-14
689.00
660.00
-4.21%
709.00
816.00
18.43%
Feb-15
730.00
660.00
-9.59%
743.48
855.00
17.12%
Mar-15
732.00
660.00
-9.84%
743.48
855.00
16.80%
Apr-15
800.00
660.00
-17.50%
762.61
877.00
9.63%
Jun-15
772.50
660.00
-14.56%
762.61
877.00
13.53%
Sep-15
755.00
660.00
-12.58%
734.78
845.00
11.92%
Dec-15
725.00
660.00
-8.97%
734.78
845.00
16.55%
Jan-16
660.00
660.00
0.00%
695.65
800.00
21.21%
ESTIMATE GAIN/
LOSS
2.47%
BDO
Sep-15
101.90
95.90
-5.89%
102.60
118.00
15.80%
Nov-15
101.40
95.90
-5.42%
102.60
118.00
16.37%
Dec-15
100.20
95.90
-4.29%
102.60
118.00
17.76%
ESTIMATE GAIN/
LOSS
-5.20%
Legend:
n Continue Buying
Stocks Update
Volume 7, No. 1
n Stop Buying
January 2016
Page 5 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
I hope this was able to help you in your stock and mutual fund investing.
Happy Investing!
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
ESTIMATED
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
CEB
Nov-14
76.70
76.50
-0.26%
78.26
90.00
17.34%
Dec-14
85.00
76.50
-10.00%
130.43
150.00
76.47%
Jan-15
94.70
76.50
-19.22%
124.80
156.00
64.73%
Feb-15
92.30
76.50
-17.12%
124.80
156.00
69.01%
Mar-15
88.50
76.50
-13.56%
124.80
156.00
76.27%
Apr-15
84.40
76.50
-9.36%
124.80
156.00
84.83%
May-15
84.30
76.50
-9.25%
124.80
156.00
85.05%
Jun-15
83.65
76.50
-8.55%
124.80
156.00
86.49%
Jul-15
90.40
76.50
-15.38%
124.80
156.00
72.57%
Aug-15
97.00
76.50
-21.13%
124.80
156.00
60.82%
Sep-15
87.00
76.50
-12.07%
124.80
156.00
79.31%
Oct-15
85.75
76.50
-10.79%
112.00
140.00
63.27%
ESTIMATE GAIN/
LOSS
-12.22%
EEI
Oct-13
9.57
5.35
-44.10%
10.40
13.00
35.84%
Nov-13
9.88
5.35
-45.85%
10.40
13.00
31.58%
Dec-13
9.70
5.35
-44.85%
10.40
13.00
34.02%
Jan-14
10.04
5.35
-46.71%
11.04
12.70
26.49%
Feb-14
10.00
5.35
-46.50%
11.04
12.70
27.00%
Mar-14
11.00
5.35
-51.36%
11.04
12.70
15.45%
Jun-14
10.62
5.35
-49.62%
11.04
12.70
19.59%
Jul-14
11.00
5.35
-51.36%
11.30
13.00
18.18%
Aug-14
11.24
5.35
-52.40%
11.30
13.00
15.66%
Oct-14
11.10
5.35
-51.80%
11.30
13.00
17.12%
Nov-14
11.18
5.35
-52.15%
11.30
13.00
16.28%
Dec-14
10.70
5.35
-50.00%
11.91
13.70
28.04%
Jan-15
10.80
5.35
-50.46%
11.91
13.70
26.85%
Feb-15
9.99
5.35
-46.45%
10.00
12.50
25.13%
ESTIMATE GAIN/
LOSS
-48.83%
FGEN
Feb-15
29.00
22.60
-22.07%
32.43
37.30
28.62%
Mar-15
30.50
22.60
-25.90%
32.43
37.30
22.30%
Apr-15
29.40
22.60
-23.13%
31.30
36.00
22.45%
May-15
27.55
22.60
-17.97%
31.30
36.00
30.67%
Jun-15
25.30
22.60
-10.67%
28.80
36.00
42.29%
Jul-15
26.00
22.60
-13.08%
28.80
36.00
38.46%
Aug-15
26.75
22.60
-15.51%
28.56
35.70
33.46%
Sep-15
23.80
22.60
-5.04%
28.56
35.70
50.00%
Oct-15
24.00
22.60
-5.83%
27.28
34.10
42.08%
Nov-15
25.20
22.60
-10.32%
27.28
34.10
35.32%
Dec-15
22.00
22.60
2.73%
27.28
34.10
55.00%
Jan-15
22.15
22.15
0.00%
28.43
32.70
47.63%
ESTIMATE GAIN/
LOSS
-12.23%
Stocks Update
Volume 7, No. 1
January 2016
Page 5 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
STOCK
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
ESTIMATED
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
FLI
Jun-15
1.84
1.58
-14.13%
1.94
2.42
31.52%
Aug-15
1.93
1.58
-18.13%
1.94
2.42
25.39%
Sep-15
1.80
1.58
-12.22%
1.87
2.34
30.00%
ESTIMATE GAIN/
LOSS
-14.83%
GTCAP
Sep-15
1270.00
1287.00
1.34%
1226.09
1410.00
11.02%
Dec-15
1223.00
1287.00
5.23%
1226.09
1410.00
15.29%
ESTIMATE GAIN/
LOSS
3.29%
Legend:
n Continue Buying
Stocks Update
Volume 7, No. 1
n Stop Buying
January 2016
Page 7 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
STOCK
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
ESTIMATED
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
MBT
Jun-11
50.06
80.50
60.79%
78.88
93.60
86.96%
Jul-11
55.69
80.50
44.56%
78.88
93.60
68.09%
Aug-11
52.85
80.50
52.32%
78.88
93.60
77.11%
Sep-11
50.40
80.50
59.72%
78.88
93.60
85.71%
Oct-11
48.34
80.50
66.55%
78.88
93.60
93.65%
Nov-11
50.33
80.50
59.94%
78.88
93.60
85.97%
Dec-11
47.60
80.50
69.12%
78.88
93.60
96.64%
Jan-12
49.42
80.50
62.89%
83.07
108.00
118.54%
Feb-12
55.23
80.50
45.75%
83.07
108.00
95.55%
Mar-12
61.60
80.50
30.68%
93.91
108.00
75.32%
Apr-12
60.20
80.50
33.72%
93.91
108.00
79.40%
May-12
62.13
80.50
29.58%
93.91
108.00
73.84%
Jun-12
60.55
80.50
32.95%
93.91
108.00
78.36%
Sep-12
65.38
80.50
23.13%
93.91
108.00
65.19%
Oct-12
65.10
80.50
23.66%
104.35
120.00
84.33%
Nov-12
67.24
80.50
19.73%
104.35
120.00
78.48%
Jan-13
72.38
80.50
11.22%
113.04
130.00
79.61%
Feb-13
78.75
80.50
2.22%
129.57
149.00
89.21%
Mar-13
81.90
80.50
-1.71%
129.57
149.00
81.93%
Apr-13
82.81
80.50
-2.79%
129.57
149.00
79.93%
Jun-13
84.70
80.50
-4.96%
129.57
149.00
75.91%
Jul-13
78.89
80.50
2.04%
129.57
149.00
88.87%
Aug-13
77.00
80.50
4.55%
119.20
149.00
93.51%
Sep-13
84.65
80.50
-4.90%
91.68
114.60
35.38%
Oct-13
86.95
80.50
-7.42%
91.68
114.60
31.80%
Nov-13
80.55
80.50
-0.06%
91.68
114.60
42.27%
Dec-13
73.20
80.50
9.97%
91.68
114.60
56.56%
Jan-14
73.75
80.50
9.15%
86.96
100.00
35.59%
Feb-14
79.55
80.50
1.19%
86.96
100.00
25.71%
Mar-14
81.40
80.50
-1.11%
86.96
100.00
22.85%
Apr-14
79.70
80.50
1.00%
86.00
100.00
25.47%
May-14
83.50
80.50
-3.59%
86.00
100.00
19.76%
Jun-14
85.15
80.50
-5.46%
86.00
100.00
17.44%
Aug-14
85.75
80.50
-6.12%
96.50
111.00
29.45%
Sep-14
88.00
80.50
-8.52%
96.50
111.00
26.14%
Oct-14
83.65
80.50
-3.77%
96.50
111.00
32.70%
Nov-14
82.50
80.50
-2.42%
96.50
111.00
34.55%
Dec-14
82.95
80.50
-2.95%
92.17
106.00
27.79%
Jan-15
88.00
80.50
-8.52%
92.17
106.00
20.45%
Feb-15
94.75
80.50
-15.04%
97.39
112.00
18.21%
Jun-15
87.55
80.50
-8.05%
86.09
99.00
13.08%
ESTIMATE GAIN/
LOSS
16.32%
Legend:
n Continue Buying
Stocks Update
Volume 7, No. 1
n Stop Buying
January 2016
Page 8 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
STOCK
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
ESTIMATED
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
MEG
May-13
4.23
4.25
0.47%
4.16
4.78
13.00%
Jun-13
3.67
4.25
15.80%
4.16
4.78
30.25%
Jul-13
3.15
4.25
34.92%
4.16
4.78
51.75%
Aug-13
3.40
4.25
25.00%
3.89
4.87
43.24%
Sep-13
3.21
4.25
32.40%
3.89
4.87
51.71%
Oct-13
3.64
4.25
16.76%
3.89
4.87
33.79%
Nov-13
3.58
4.25
18.72%
3.89
4.87
36.03%
Dec-13
3.23
4.25
31.58%
3.89
4.87
50.77%
Jan-14
3.36
4.25
26.49%
3.95
4.54
35.12%
Feb-14
3.78
4.25
12.43%
4.70
5.48
44.97%
Apr-14
4.43
4.25
-4.06%
4.70
5.48
23.70%
May-14
4.65
4.25
-8.60%
4.70
5.48
17.85%
Jun-14
4.51
4.25
-5.76%
4.70
5.48
21.51%
Jul-14
4.47
4.25
-4.92%
4.70
5.48
22.60%
Aug-14
4.26
4.25
-0.23%
4.58
5.73
34.51%
Sep-14
4.30
4.25
-1.16%
4.98
5.73
33.26%
Feb-15
5.09
4.25
-16.50%
5.10
5.86
15.13%
Jun-15
4.71
4.25
-9.77%
4.69
5.86
24.42%
Sep-15
4.29
4.25
-0.93%
4.69
5.86
36.60%
Oct-15
4.47
4.25
-4.92%
4.66
5.83
30.43%
Dec-15
4.20
4.25
1.19%
4.66
5.83
38.81%
Jan-15
3.58
3.58
0.00%
4.85
5.58
55.87%
ESTIMATE GAIN/
LOSS
7.22%
Legend:
n Continue Buying
Stocks Update
Volume 7, No. 1
n Stop Buying
January 2016
Page 9 of 12
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STOCK
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
ESTIMATED
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
SMPH
Oct-13
16.90
19.82
17.28%
17.20
21.50
27.22%
Nov-13
16.40
19.82
20.85%
17.20
21.50
31.10%
Dec-13
15.10
19.82
31.26%
17.20
21.50
42.38%
Jan-14
14.68
19.82
35.01%
16.73
19.41
32.22%
Feb-14
14.70
19.82
34.83%
16.73
19.41
32.04%
Mar-14
14.90
19.82
33.02%
16.73
19.41
30.27%
Apr-14
14.90
19.82
33.02%
16.80
19.41
30.27%
May-14
16.34
19.82
21.30%
16.80
19.41
18.79%
Jun-14
16.18
19.82
22.50%
16.80
19.41
19.96%
Jul-14
16.52
19.82
19.98%
16.80
19.41
17.49%
Aug-14
15.40
19.82
28.70%
17.60
20.30
31.82%
Sep-14
16.64
19.82
19.11%
17.60
20.30
22.00%
Oct-14
16.50
19.82
20.12%
17.60
20.30
23.03%
Nov-14
17.48
19.82
13.39%
17.60
20.30
16.13%
Dec-14
16.98
19.82
16.73%
17.60
20.30
19.55%
Jan-15
17.44
19.82
13.65%
17.60
20.30
16.40%
Feb-15
18.92
19.82
4.76%
20.52
23.60
24.74%
Mar-15
19.66
19.82
0.81%
20.52
23.60
20.04%
Apr-15
20.45
19.82
-3.08%
20.52
23.60
15.40%
May-15
19.64
19.82
0.92%
20.52
23.60
20.16%
Jun-15
18.90
19.82
4.87%
20.52
23.60
24.87%
Aug-15
20.00
19.82
-0.90%
22.00
25.30
26.50%
Sep-15
19.86
19.82
-0.20%
19.83
22.80
14.80%
ESTIMATE GAIN/
LOSS
16.87%
URC
Jun-15
180.00
175.10
-2.72%
181.74
209.00
16.11%
ESTIMATE GAIN/
LOSS
-2.72%
Legend:
n Continue Buying
Stocks Update
Volume 7, No. 1
n Stop Buying
January 2016
Page 10 of 12
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
STOCK
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
FUND
DATE
BOUGHT
NAVPS WHEN
BOUGHT
CURRENT
NAVPS
ESTIMATED RETURN
XPEEQ
Philequity Fund
Jan-16
31.0639
31.0639
0.00%
ESTIMATE GAIN/LOSS
0.00%
XPEIF
Jan-16
4.2155
4.2155
0.00%
ESTIMATE GAIN/LOSS
0.00%
XFMEQ
Jan-16
4.7707
4.7707
0.00%
ESTIMATE GAIN/LOSS
0.00%
XSLEQ
Jan-16
3.4805
3.4805
0.00%
ESTIMATE GAIN/LOSS
0.00%
Mike Vias is an Investment Trainer of COL Financial Group, Inc. He is a Certified Securities Representative
and Certified Investment Solicitor.
Stocks Update
Volume 7, No. 1
January 2016
Page 11 of 12
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FUND CODE
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
Note: The percentage returns cannot be compared between the two tables below. The All Time Winners table does
not take into consideration a cost-averaging method. The percentage return is only from a buy-and-hold strategy.
The 2015 Table however integrates a cost-averaging method throughout the months it was under the Buy-Below.
STOCKS
STOCK
SYMBOL
TIME
RECOMMENDED
ESTIMATED
TIME
HELD
PRICE
RANGE
ESTIMATED
RETURN
Aboitiz Power
AP
16 Months
P36.40 to P43.40
21.32%
Lafarge Republic
Inc.
LRI
20 Months
P11.50 to P10.20
5.88%
Meralco
MER
8 Months
P258.00 to P281
5.73%
STOCK
SYMBOL
TIME
RECOMMENDED
ESTIMATED
TIME
HELD
PRICE
RANGE
ESTIMATED
RETURN
Ayala Land
ALI
9 Months
P15.09 to P21.65
35%
BPI
10 Months
P68.45 to P91.00
34.29%
Ayala Corporation
AC
2 Months
P440.00 to
P520.00
17.65%
SM Prime Holdings
SMPH
10 Months
P12.48 to P17.00
27.75%
Meralco
MER
3 Months
P268.00 to
P377.00
28.05%
First Phlippine
Holdings
FPH
25 Months
P63.18 to P95.20
32.92%%
JG Summit Holdings
JGS
February 12 to October
2013
18 Months
P25.75 to P43.50
39.96%
D&L Industries
DNL
14 Months
P6.45 to P10.00
44%
Banco De Oro
BDO
16 Months
P89.60 to P93.00
24%%
Aboitiz Power
AP
16 Months
P36.40 to P43.40
21.32%
(Disclaimer: Past performance doesnt guarantee that youll have the exact same results in the future. After
all, your earnings all depend on the markets performance.)
Stocks Update
Volume 7, No. 1
January 2016
Page 12 of 12
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